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Are you unknowingly setting yourself up for a stressful retirement? On this episode, Mark Cordner breaks down the often‑missed financial conversations that can make or break your future—tax planning, RMD strategies, charitable giving, and the importance of keeping both spouses informed. You’ll hear real stories of families navigating loss, dementia, and financial transitions, plus a clear look at how guaranteed income contracts mirror Social Security to create long‑term confidence. A practical, candid talk designed to help listeners think proactively and protect the people they love.
Are You Ready to Embrace Your Golden Years?
Schedule an Appointment
Check out our Newsletter!
Social Media: Facebook LinkedIn YouTube
See omnystudio.com/listener for privacy information.
By Mark CordnerAre you unknowingly setting yourself up for a stressful retirement? On this episode, Mark Cordner breaks down the often‑missed financial conversations that can make or break your future—tax planning, RMD strategies, charitable giving, and the importance of keeping both spouses informed. You’ll hear real stories of families navigating loss, dementia, and financial transitions, plus a clear look at how guaranteed income contracts mirror Social Security to create long‑term confidence. A practical, candid talk designed to help listeners think proactively and protect the people they love.
Are You Ready to Embrace Your Golden Years?
Schedule an Appointment
Check out our Newsletter!
Social Media: Facebook LinkedIn YouTube
See omnystudio.com/listener for privacy information.