Creating a Lasting Legacy
Aug 31, 2026
Brad reflects on lessons learned from meeting with advisors around the nation, emphasizing that estate and legacy planning come after all other retirement elements are handled. The show covers why you must ensure your wishes are documented and why estate planning is the final but essential step to your complete retirement strategy.
- Legacy and estate planning require completing other retirement elements first.
- Regularly review and update legal documents to protect your wishes and family.
- Get qualified advice, as not all legacy strategies are a fit for everyone.
- Staying proactive brings peace of mind and clarity for your loved ones.
Download our FREE helpful resource:
The Greatest Gift – Outline your wishes with an estate plan
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