End of Retirement Planning Part 2

Planning for retirement often focuses on saving, investing, and building wealth. But what about the end of retirement?In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke continue their conversation on a topic many people avoid but everyone should prepare for: end-of-retirement planning. This is Part 2 of the discussion, shifting the focus to the financial and legal decisions that can make life easier for you and your loved ones when the unexpected happens.Roy shares practical insights from working with clients and walks through the key things people should consider before they lose the ability to make decisions for themselves and after they pass away. From powers of attorney and long-term care planning to wills, probate, and beneficiary designations, this episode highlights why planning ahead is one of the greatest gifts you can give your family.If you’ve ever wondered how to prepare financially and legally for the later stages of life, this episode provides a thoughtful starting point.In this episode, we discuss:Why end-of-retirement planning mattersPreparing for incapacity and long-term care decisionsThe importance of medical and financial power of attorneyHow estate planning works after deathWills vs. beneficiary designations vs. probateWhy documenting your wishes can ease the burden on loved onesThese conversations may be uncomfortable, but thoughtful planning can help ensure your wishes are honored and your family is supported when it matters most.If you found this episode helpful, make sure to subscribe for more conversations about financial wellness, retirement planning, and living with clarity and purpose.© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.