Legacy Planning - March 14, 2026

About this episode

This episode discusses critical aspects of retirement planning, including legacy planning and financial strategies.

On this episode of Retire Right with Shawn Mueller, the conversation focuses on one or more of the most critical aspects of retirement planning, such as managing taxes, understanding Social Security benefits, evaluating long-term care needs, preparing for market fluctuations, and establishing an effective legacy plan. Shawn Mueller and James Parker tackle the latest financial headlines that may affect your retirement, talk through common questions and situations faced by retirees, and discuss the behavioral side of money decisions. Each episode aims to inform, educate, and help you think critically about strategies, risks, and the evolving world of retirement.

People in this episode

Host: Shawn Mueller

Guest: James Parker

Topics covered

• legacy planning
• retirement strategies
• financial headlines
• tax management
• Social Security benefits
• long-term care
• market fluctuations

Keywords

• retirement planning
• legacy plan
• taxes
• Social Security
• long-term care
• financial headlines
• money decisions

More episodes of Retire Right with Shawn Mueller

• Retirement for Small Business Owners - June 13, 2026 · June 13, 2026 · 50 min
• Make Your Money Work for You - June 06, 2026 · June 6, 2026 · 50 min
• Are You Truly Ready - May 16, 2026 · May 16, 2026 · 50 min
• Taking Control of Retirement - May 09, 2026 · May 9, 2026 · 50 min
• Marathon of Her - April 18, 2026 · April 18, 2026 · 50 min
• Tackling Twin Threats of Taxes and Inflation - April 11, 2026 · April 11, 2026 · 50 min