Planning Together, Protecting the Legacy

from Family First Retirement · host George Politarhos

Partnership in retirement doesn’t stop with income—it extends to legacy and preparedness. George Politarhos discusses Social Security coordination, survivor planning, required minimum distributions, and why both spouses must understand the plan. The conversation highlights how clarity, documentation, and tax strategy protect families long after retirement begins. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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How long is this episode of Family First Retirement?

This episode is 21 minutes long.

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This episode was published on February 17, 2026.

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