Learn more about building a legacy plan and take the first step of your retirement journey by booking a Retire Ready Call today: https://bit.ly/4a6ffiZ

What are you putting off - a dentist appointment, mending a relationship, thinking about what happens to your assets when you're gone? You are not alone. In this episode recap, Host Molly Nelson highlights the importance of a building a legacy plan and some heartbreaking stories of what can happen without a legacy plan. These stories may motivate you to take the first step to securing what happens to your retirement savings when you are gone.

Molly Nelson, Host of Retiring Today

https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapters

00:00 Don't Put Off Building Your Legacy Plan

01:30 What Is a Legacy Plan?

01:34 How to Retire Early and Avoid a 401(k) Penalty

02:02 Creating a Written Legacy Plan

--

This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.