• Is Your Parent Retiring Soon? Here’s What They Need to Know!

  • Apr 17 2025
  • Length: 26 mins
  • Podcast

Is Your Parent Retiring Soon? Here’s What They Need to Know!

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    Retirement is a major life shift—and if your parent is about to retire, you need to be part of the conversation. In this episode, I break down the key decisions they’ll face (like choosing between a life or living annuity), tax implications, estate planning tips, and how you can guide them with confidence. 💼✨

    #RetirementPlanning #AnnuitiesExplained #WomanAndFinance #FinancialWisdom
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