• Social Security, Estate Planning & Staying Healthy

  • Mar 6 2025
  • Duración: 34 m
  • Podcast

Social Security, Estate Planning & Staying Healthy

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  • Resumen

  • In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the current state of Social Security and its implications for retirement planning. They explore the importance of having a comprehensive financial plan that includes considerations for estate planning, wealth management, and lifestyle changes in retirement. The conversation emphasizes the need for proactive health and fitness strategies to enhance the quality of life during retirement, as well as the significance of charitable giving and family support in financial planning.

    00:00 The State of Social Security and Retirement Planning
    09:56 Understanding Wealth Management and Estate Planning
    20:12 Navigating Retirement Transitions and Lifestyle Changes
    29:58 Health and Fitness in Retirement: A New Perspective
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