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Retiring Today

Business:Investing

158. Rethink Retirement: Legacy

2023-12-01

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Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠

ABOUT THIS EPISODE

Everything changes in retirement – including how you think about the legacy you want to leave behind. Find out which three legacy planning documents are often overlooked and how to make sure all of your ducks are in a row when it comes to what happens to you, your retirement savings, and your possessions.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

Molly Nelson, Host of Retiring Today