Legacy Planning | Save Your Retirement

For high-net-worth retirees and pre-retirees, a mid-year financial review isn’t just a good habit. It’s a critical checkpoint. This is the time to make sure your income, taxes, legacy plan and more are all working together the way they should. In this episode, Pat walks us through some of the essen…

This remains the number one fear of people going into retirement, and with longer lifespans, inflation, and the possibility of increased tax rates in the future, your savings may need to stretch for longer periods of retirement. Pat takes a look at how proper planning can help that money last.

A recent study shows that thirty percent of people are less optimistic about whether their retirement financially will be as good as it was when they were working. Inflation, longevity, taxes and risk are all major factors. Pat takes a look at how best to handle your savings, including true diversi…

Retirement is a time to enjoy life, but financial missteps can turn it into a source of stress. This week, Pat joins Melissa to discuss the top retirement mistakes that could drain your nest egg—and how to avoid them.