167 Recap: Take Control of Your Future: Getting Started with Your Legacy Plan

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What are you putting off - a dentist appointment, mending a relationship, thinking about what happens to your assets when you're gone? You are not alone. In this episode recap, Host Molly Nelson highlights the importance of a building a legacy plan and some heartbreaking stories of what can happen without a legacy plan. These stories may motivate you to take the first step to securing what happens to your retirement savings when you are gone.

Molly Nelson, Host of Retiring Today

https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapters

00:00 Don't Put Off Building Your Legacy Plan

01:30 What Is a Legacy Plan?

01:34 How to Retire Early and Avoid a 401(k) Penalty

02:02 Creating a Written Legacy Plan

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