In this episode, we explore the unique financial considerations executives face throughout their careers — especially as they prepare for retirement. From negotiating compensation packages to managing concentrated stock positions and navigating major transitions, the path can be complex.
Guests Christian Klaas, CPA, and Matt Hochstetler, estate planning attorney, share their deep experience working with high-level executives and explain how planning early — and revisiting your plan often—can help preserve wealth, reduce tax exposure, and align financial decisions with long-term goals. Whether you're in the C-suite or advising someone who is, this episode offers actionable insights to help turn executive complexity into clarity.
In This Episode, You Will Learn:
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