Retirement Optimism - February 14, 2026

"What if your family’s financial future depended on a conversation you’ve never had?" Many families shy away from discussing inheritance, but that silence can create confusion, regret, and missed opportunities for generations. Andrew McNair joins Kelly Dame to reveal why most parents keep inheritance plans hidden—and the surprising risks that come with keeping loved ones in the dark. Explore the power of proactive planning, the challenges of family dynamics, and the kinds of conversations that prompt clarity, not chaos. Discover why legacy is about so much more than just dollars, and why the most important gift might be guidance when it’s needed most. Only the families willing to talk it through will know what their money would truly say.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/