Healthcare Heist

What if the biggest retirement threats aren’t the ones making headlines? Join Andrew McNair and Kelly Dame as they unravel the low-profile habits of quietly wealthy families—exploring how they build, protect, and enjoy their fortunes. From overlooked tax traps to emotional roadblocks and the surprising advantage of having a written financial plan, this episode sets out to demystify retirement readiness. Discover how the right strategies and trusted guidance could reveal gaps—and hidden opportunities—in your financial future, all without resorting to “duct tape” solutions.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/