Don't Be Among the 62%: The Legacy Planning Wake-Up Call

What happens to everything you’ve built if you fail to plan for the future? On this episode of "Your Retirement Highway," Kyle Jones, Matt Allgeyer, and special guest Danny Michaud take you on a lively road trip through the world of legacy planning—and trust us, this ride comes with a few sharp turns, some unexpected laughs, and a couple of dad jokes you won’t soon forget. Will you get the inside scoop on the core documents every family needs, or will you be part of the 62% of Gen Xers flying without a plan?Tune in to hear why legacy planning isn’t just for the wealthy (or the stuffy), how your family could end up “building on sand,” and what makes financial planning more apprenticeship than textbook. Plus, find out which team one of the hosts secretly cheers for, why nobody wants to be runner-up to the runner-up, and the rookie mistakes you’ll want to avoid. Buckle in—this is one episode you and your retirement can’t afford to miss!Join Matthew Allgeyer and Kyle Jones as they dive into the crucial issues shaping your retirement. In this episode of Your Retirement Highway, our hosts discuss a key retirement topic, sharing expert advice, actionable strategies, and experiences that matter. From taxes and Social Security to long-term care and market volatility, they cover what you need to know to chart your retirement course with clarity and confidence.