Join this episode of Your Retirement Solution Podcast as Tyler Lively with The Retirement Solution explains how the planning process deals with the passing of a loved one, and how it impacts the family.
In this episode, you will learn:
- Successful client estate planning stories
- Why is it important to work with a planner and have good family communication when building a wealth and legacy plan
- The importance of a consistent, annual review of your income and retirement plan
- When grieving: Why you should wait one year before making drastic decisions
- And more!
Tune in to learn more about The Retirement Solution’s holistic planning process so that you and your planner can look at different strategies and options together!