Episode 20 | Top Estate Planning Tips for Financial Security and Peace of Mind with Steven Wagner

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Episode Notes

Are you prepared for the financial future you envision? In this episode of Buried in Work, host Jared Rizzi delves into essential estate planning strategies with Steven Wagner, a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (SEPA) with over 30 years of expertise. Estate planning is a crucial step toward financial stability and peace of mind, yet it can often feel overwhelming. Whether you’re approaching retirement or just beginning to plan for the future, having a solid strategy can secure wealth transfer, address challenges like inflation and longevity, and ensure a smooth transition of assets.

Steven shares his insights on the financial tools that matter most—such as wills, living trusts, and life insurance—and the importance of creating a legacy that aligns with your values. Join us as we explore practical estate planning tips to make your financial future more secure and manageable.

Key Takeaways

• Understand Wealth Transfer Tools: Learn how wills, living trusts, and life insurance play a crucial role in transferring wealth and protecting your family’s legacy.
• Plan for Longevity and Inflation: Discover strategies to address the growing challenge of outliving your retirement savings and adapting to changing interest rates.
• Estate Planning for Small Business Owners: Learn how to prepare for business continuity and ensure a smooth succession plan to protect your business and loved ones.
• Find the Right Financial Advisor: Steven shares what to look for in a financial advisor, focusing on a holistic approach to estate and financial planning.

Show Links

• Connect with Steven Wagner: Visit his website to learn more on making wise financial decisions at https://iwaplan.com

About Steven Wagner

Stephen H. Wagner, CFP®, CEPA®, is the CEO of Integrity Wealth Advisors and a Certified Financial Planner committed to helping clients achieve financial independence. He resides in Somis, California, with his wife and dog, having lived in Ventura County for most of his life. With a deep-rooted passion for helping individuals and businesses grow, preserve, and distribute wealth, he has built a firm that reflects his unwavering dedication.

Under Stephen’s leadership, Integrity Wealth Advisors has expanded over the years to include two locations in downtown Ventura and Ojai, California. With a team of four devoted financial advisors and five dedicated staff members, Integrity Wealth Advisors embodies a collective mission to provide exceptional financial guidance.

Recognized for his expertise in the field, Stephen has established himself as a trusted fiduciary, consistently acting in the best interests of his clients. He believes in maintaining the highest standards of integrity and takes great pride in working towards meeting every client’s unique financial needs with personalized solutions.

In the past, Stephen served as a respected business instructor at Ventura Community College, where he nurtured the minds of aspiring entrepreneurs and finance enthusiasts. Drawing from his extensive experience and industry insights, he imparted valuable knowledge to his students, equipping them with the necessary tools to succeed in the ever-evolving financial landscape.

Beyond his dedication to financial planning, Stephen enjoys pursuing his passions outside of work. He is an avid golfer, relishing the opportunity to hit the links and challenge himself on the course. Additionally, he finds fulfillment in exploring new destinations through his love for travel, seeking out enriching experiences and broadening his horizons.

With Stephen Wagner at the helm, Integrity Wealth Advisors continues to serve as a beacon of financial guidance, helping clients navigate the complexities of wealth management and attain their long-term financial goals. His unwavering commitment to his clients’ success sets him apart as a trusted partner in their financial journey.

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