9-20-25 - Creating a Lasting Legacy

Legacy planning is more than paperwork—it’s about protecting your values, loved ones, and wishes for future generations. On this epidode of Retire Colorado, hosts Alicia and Josh simplify the essentials of estate and legacy planning so you can create a lasting impact with confidence.Discover the core estate planning documents you should consider for your plan, the importance of working with qualified professionals, and the benefits of strategic planning—from minimizing taxes to avoiding family disputes and supporting charitable causes. Gain practical tips to keep your plans up to date, understand tax consequences, and ensure your wishes are honored, all while knowing when to seek professional advice tailored to your unique situation.If you’re ready to build a plan that stands the test of time, tune in to Retire Colorado and take your first step toward a secure legacy for your family.Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here!In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.Start your journey to a confident and fulfilling retirement today!