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businessDec 17, 202526:15pending

The Best of Refining Retirement Podcast - Retired, What Now?

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About this episode

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”

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The Best of Refining Retirement Podcast - Retired, What Now?

The Best of Refining Retirement

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