Estate and Legacy Planning - January 18, 2025

-- You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size.  Shawn goes over these areas and more!--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.---Catch us on our local radio show!101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.On this episode of Retire Right with Shawn Mueller, the conversation focuses on one or more of the most critical aspects of retirement planning, such as managing taxes, understanding Social Security benefits, evaluating long-term care needs, preparing for market fluctuations, and establishing an effective legacy plan. Shawn Mueller and James Parker tackle the latest financial headlines that may affect your retirement, talk through common questions and situations faced by retirees, and discuss the behavioral side of money decisions. Each episode aims to inform, educate, and help you think critically about strategies, risks, and the evolving world of retirement.