Best Of: You Might Need a Bigger Boat: Is Your Retirement Plan Enough?

A shark sighting at the beach sparks a deeper conversation about retirement readiness. In this episode, Annetta Carter explores what it means to “need a bigger boat” when it comes to your financial future. From debt and emergency funds to inflation, long-term care, and overreliance on Social Security, she outlines the warning signs that your plan may not be seaworthy. Plus, hear how real-life health events can sink even the best intentions—and what you can do now to stay afloat. Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.