Echoes Series on Legacy Planning: Receiving the Torch

In this final episode of Echoes, Mike Gassewitz, CEO of TriCert Financial Group (TriCert), discusses legacy planning with guests Brad Giroux, CFP®, CHS, CLU, advisor and financial planner from one of TriCert's affiliated CPA firms and Gord Hardie, CFP®, CIM, head of TriCert Private Wealth.

They explore the perspectives of inheritance recipients, offering advice on managing newfound wealth, including paying off debts, saving, and charitable giving. The discussion emphasizes the importance of careful planning, consulting with financial advisors, and understanding potential tax implications.

The episode also highlights the emotional and moral considerations of receiving an inheritance, stressing the need for discretion and thoughtful decision-making.

The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group.

Recorded on June 25, 2024