Financial Check-Up - December 20, 2025

What this episode covers

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors guide listeners to make confident decisions for a secure financial future. Tune in for expert insights, actionable tips, and resources to help you sleep well at night in retirement.The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on.https://swan-capital.com/attend-an-event/

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Frequently Asked Questions

How long is this episode of What Your Money Would Say?

This episode is 54 minutes long.

When was this What Your Money Would Say episode published?

This episode was published on December 22, 2025.

What is this episode about?

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on...

Can I download this What Your Money Would Say episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.