The Best of Refining Retirement Podcast - Leaving a Legacy

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss legacy planning and different taxes that can impact your plan.Takeaways:It’s important to update your will and accounts often to make sure they still align with your wishes.If you and your spouse are not sure what you both want for retirement, it can be beneficial to speak with an advisor to help you come to an agreement.Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

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This episode is 25 minutes long.

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This episode was published on August 15, 2025.

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