The Best of Refining Retirement Podcast - Retired, What Now?
About this episode
Dana and Brad discuss the importance of getting your affairs in order as you approach retirement.
Dana and Brad discuss getting your affairs in order. Takeaways: If you have very many valuables, write out what you would like to happen to them in the event you pass away. Wealth is not his that has it, but his that enjoys it. You can’t take your money with you. Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”
People in this episode
Host: Brad Ford
Guest: Dana
Topics covered
- estate planning
- retirement
- valuables
- affairs in order
- wealth management
Keywords
- estate plan
- valuables
- retirement planning
- wealth enjoyment
- affairs in order
More episodes of The Best of Refining Retirement
- The Best of Refining Retirement Podcast - Tax Changes
- The Best of Refining Retirement Podcast - Being Diligent and Disciplined
- The Best of Refining Retirement Podcast - Addressing Funeral Concerns
- The Best of Refining Retirement Podcast - Medicare Confusion
- The Best of Refining Retirement Podcast - Taking Control
- The Best of Refining Retirement Podcast - A Mentally Healthy Retirement
Explore listener stats, chart rankings, contacts and more on the The Best of Refining Retirement podcast page.