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#30 Why We Started Legacy Life | Family, Faith & Rethinking Retirement Planning
Every advisor has a story — and today, we’re sharing ours. This episode of the Legacy Life Podcast isn’t about charts and numbers; it’s about family, faith, and the lessons that shaped our mission. From sitting at kitchen tables helping families with Medicare to realizing financial planning was broken, this is the heart behind why we started Legacy Life.
You’ll hear:
• The personal journey that led us into the financial industry
• How family caregiving opened our eyes to the realities of retirement planning
• Why we believe planning should be with clients, not just for clients
• The moment everything changed — discovering a better way to plan
• Why transparency, clarity, and faith guide every conversation we have
Whether you’re preparing for retirement or already there, our hope is that this story gives you clarity about your own journey — and why legacy matters.
📅 Book a free retirement & income planning session: https://calendly.com/ryan-1111legacy/30min
#RetirementPlanning #FaithAndFinance #LegacyLifePodcast #FinancialWisdom #GenerationalWealth #AdvisorStory #SmartInvesting
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By Legacy Life FinancialEvery advisor has a story — and today, we’re sharing ours. This episode of the Legacy Life Podcast isn’t about charts and numbers; it’s about family, faith, and the lessons that shaped our mission. From sitting at kitchen tables helping families with Medicare to realizing financial planning was broken, this is the heart behind why we started Legacy Life.
You’ll hear:
• The personal journey that led us into the financial industry
• How family caregiving opened our eyes to the realities of retirement planning
• Why we believe planning should be with clients, not just for clients
• The moment everything changed — discovering a better way to plan
• Why transparency, clarity, and faith guide every conversation we have
Whether you’re preparing for retirement or already there, our hope is that this story gives you clarity about your own journey — and why legacy matters.
📅 Book a free retirement & income planning session: https://calendly.com/ryan-1111legacy/30min
#RetirementPlanning #FaithAndFinance #LegacyLifePodcast #FinancialWisdom #GenerationalWealth #AdvisorStory #SmartInvesting