Legacy

Ep. 253 – How To Keep Your Mobility in Retirement

CLICK HERE TO SUBSCRIBE In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Mercedes Fernandez about keeping...

Ep. 252 – Retirement Tips For Gifting and Loaning Money to Children

CLICK HERE TO SUBSCRIBE In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss things to consider when gift...

Ep. 201 – Do You Need a Trust in Retirement?

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of having a trust as part of your retirement...

Ep. 197 – 10 Reasons Everyone Needs a Power of Attorney in Retirement

What if something happened to you and you needed somebody else to make decisions in your place? Do you have a durable power of attorney i...

Ep. 196 – Clifton Corbin – Teaching Kids About Money & Retirement

Don’t we all wish we gained financial literacy at a young age? Maybe then, we wouldn’t have made so many money mistakes as young adults. ...

Ep. 175 – Beneficiary Designations – What You Need to Know

Have you been wondering whether to do a beneficiary and how to do it? There are different accounts that require you to have beneficiaries...

Ep 168 – Where Is My Episode?

Over the last couple of years, we’ve covered many topics on investing and retirement planning. We have a whole library of information on ...

Ep.160 – Wine Down – 6 Considerations for Your Estate Plan

When it comes to estate planning, some things are essential and required at all times to simplify the process for your family when you’re...

Ep. 156 – Lynne Bowman – Brownies for Breakfast

How conscious are you about what you eat? Your health is indeed your wealth; staying healthy is one of the best financial strategies you ...

Ep. 145 – Angelina Carleton – Designing Your Legacy

What does your legacy mean to you? How do you want to approach designing your legacy to be impactful? Having a legacy means knowing yours...

Ep. 135 – How to Create an Estate Plan Without the Stress

Do you find the idea of creating an estate plan overwhelming and time-consuming? It is crucial that we make time with our spouses and hav...

Ep. 109 – Chess Griffin – Special Needs Trust – What You Need to Know

Do you have plans to set up a special needs trust for your child or a loved one? A special needs trust is a special type of trust s...

Ep. 102 – College Planning Using a 529 Plan

Have you been thinking of how to start saving for your child’s or grandchild’s college education? How about setting up a 529 Plan? A 529 ...

Ep. 86 – Life Insurance in Retirement

Do you need life insurance in retirement or not? What type of life insurance would best suit you? Whatever your stance is regarding wheth...

Ep. 73 – Chess Griffin – Do You Need a Trust

Have the thought of having a trust ever crossed your mind? But do you really need a trust? It is important to understand the differ...

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