Mike Kojonen, owner of Principal Preservation Services joins Heather Wagenhals, host of Unlock Your Wealth Radio, discussing the “Great Wealth Transfer” and how your inheritance might not be that great when it comes to retirement readiness. Tune in as Mike talks the “Great Wealth Transfer”, where trillions of dollars are being passed down from one generation to the next. Find out why even that won’t make much of a difference when it comes to being prepared for retirement.

Mike is the owner of Principal Preservation Service, a full-service financial firm committed to helping people pursue their financial goals. And with more than 10 years of experience in the financial industry Mike‘s team is dedicated to developing lasting relationships with his clients, working hard to make an individualized financial plan for each of his clients.

Tune in to this interview to find out specific indicators you should be aware of with loved ones that reveal how much you should leave in your estate and how your inheritance might not be all that is cracked up to be. 

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The Keys to Riches Financial Wellness Series from Heather Wagenhals logoThis week’s key trivia is based on last week’s Key: Remember Real Estate
Learn more about this week’s Key: Forget the Perfection Principle

Keys To Riches™ Financial Wellness Series provides financial concepts each week that teach you how to think like the rich and be in control of your own money.

 

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