March 13, 2023

Legacy Planning 101

Operation: Veteran Finance

Legacy Planning 101

Episode: Retirement Planning 101

Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you should consider for your legacy plan. Please do not hesitate to reach out to Garrett directly.

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About Operation: Veteran Finance

Operation: Veteran Finance is an education-based podcast to help you accomplish your money mission. OVF is hosted by army veteran and CERTIFIED FINANCIAL PLANNER™ professional Garrett N. Sorensen. For questions or if you would like to be a guest on the show, be sure to click the contact tab at the top of the page. Thanks for listening!

About Marcum Wealth

Marcum Wealth is a one-stop financial planning and investment advisor providing multidisciplined resources, a customized roadmap and time-tested processes to empower clients to achieve their life-long and legacy goals. Affiliated with the Marcum Group, the firm collaborates with experts in complementary disciplines to support clients in crossing their financial finish lines.

Important Disclosure Information

Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability. This discussion is intended to be general and educational in nature and is not tailored to any listener’s individual circumstances or financial situation. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. All investment strategies have the potential for profit or loss. This communication should not be construed as a recommendation or solicitation to take, or refrain from taking, any particular course of action. Due to various factors, including changing regulations and market conditions, the information discussed may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up-to-date as of the date of publication, Marcum Wealth does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The subjects discussed herein are general in nature, provided for informational purposes only, and should not be construed as legal, tax, or investment advice. Listeners should consult with the professional(s) or his or her choosing regarding their specific legal, tax, or financial situation.