The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy

By Krista McBeath

Book Overview

CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE IN RETIREMENT!

If you've ever felt traditional retirement planning has left questions unanswered, this book will reveal how it all fits together. It's a refreshing and personal approach to wealth management for protecting your lifestyle, growing wealth, and ultimately providing for the ones you love and the missions you believe in!

After all, shouldn't we expect more from our life's work and savings than just a secure retirement?

This wealth management and retirement guide provides a path toward protection from taxes, long-term healthcare costs, inflation, market fluctuations, and probate. Beyond income planning in retirement, the book addresses providing for a surviving spouse, strategies for wealth transfer, and much more.

Highly acclaimed Financial Planner Krista McBeath shares her systematic approach toward growing, protecting, and transferring wealth in a manner that is enjoyable to read and easy to comprehend. Her use of personal stories and analogies entertain as well as educate, to make this a very easy and quick read. Here's what you'll learn:
- The basics for a sustainable cash flow plan to maintain a lifestyle and provide for family, despite inflation, rising healthcare costs, and market fluctuations.
- How to identify and neutralize lurking threats to your retirement and legacy.
- The secret keys successful investors use to invest for growth without fear.
- How the wealthy benefit from 'Giving while Living' philanthropic ventures and how you can too.
- A leading attorney's estate planning tactics for using trusts to seal wishes, protect assets and legally transfer wealth.
- Why managing three major tax stages are at the core of a comprehensive financial plan and how to leverage these concepts to protect wealth from unnecessary tax burdens.

Krista McBeath developed this simple, systematic approach to financial stewardship out of love for her own family. With a passion for helping others, she shares the keys to living a life of abundance while protecting what's most important to us.

The Generational Wealth System is about more than just the size of the bank account and what to do with it. At the core, it's for those concerned about the well-being of their spouse, children, and future generations. It's for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically.

This book is for the legacy makers. It is for those who have family or causes dear to their heart and wish to make a difference.

If you don't have a plan for your money, the IRS does! Don't place your estate in jeopardy by waiting. For the sake of what's most precious to you, stabilize your retirement while securing your legacy. Scroll up and one-click buy your copy now!

• Format: Paperback
• Language: English
• ISBN: 0578256568
• ISBN13: 9780578256566
• Release Date: October 2021
• Publisher: McBeath Financial Group
• Length: 258 Pages
• Weight: 0.78 lbs.
• Dimensions: 0.5" x 5.5" x 8.5"