The Best Of Refining Retirement Podcast - The Tolls of Retirement

Dana and Brad discuss estate planning and the psychological toll of retirement. Takeaways: - Make sure you have an estate plan established to potentially avoid hefty legal fees if there are any disputes. - Retirement is an abrupt change to your daily routine and can have negative effects on your physical and mental health if you do not adequately plan how you are going to spend your time. - 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. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.