Beyond Dollars: The True Meaning of Legacy episode artwork

EPISODE · Oct 25, 2025 · 47 MIN

Beyond Dollars: The True Meaning of Legacy

from Retire Smart Maryland Radio with Prashant Sabapathi · host Prashant Sabapathi

In this episode of Retire Smart Maryland Radio, Jon DeFeo discusses the multifaceted nature of legacy planning, emphasizing that it extends beyond financial assets to include ethical wills and life lessons. The conversation covers essential topics such as estate planning, retirement income strategies, Social Security, and the importance of preparing for unexpected expenses, particularly healthcare costs. Jon highlights the significance of creating a comprehensive retirement plan that addresses individual goals and needs, ensuring a secure financial future. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Oct 25, 2025

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Beyond Dollars: The True Meaning of Legacy

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This episode was published on October 25, 2025.

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