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businessDec 17, 202525:41pending

The Best of Refining Retirement Podcast - Taking Control

About this episode

Dana and Brad discuss the things that you can control during a volatile market and how to protect yourself against the things that you can’t.

Takeaways:

  • It’s a difficult discussion, but having your will updated ensures your assets are distributed according to your exact wishes.
  • Inflation is a silent “stealth tax.” You won’t always see it, but your wallet will feel it. 

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 - Taking Control

The Best of Refining Retirement

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