Retirement Decoded

3: How to Do Estate Planning Right with Amar Shah

Money Pickle Episode 3

Discover key insights on wealth management and financial planning in this episode of Retirement Decoded by Money Pickle. Join your host Steve Coughran and guest Amar Shah, Founder and CIO of Client First Capital, as they explore crucial topics like liquidity management, estate planning, and intergenerational wealth transfer. Learn how to prepare your children for financial responsibility, avoid common planning pitfalls, and ensure tax-efficient strategies. With over 20 years of experience, Amar shares actionable advice on creating harmony within your family and securing your financial future. Tune in to master the essentials of wealth-building and safeguarding your legacy.


Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes!

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