What do diamond-studded kneecaps and cuckoo clocks have to do with legacy planning? In this episode of Your Retirement Journey, host and Investment Advisor Representative, Scott Schuett explores the emotional and practical sides of estate planning—from unconventional heirlooms to the importance of having a will. With stories of coin collections, family dynamics, and the looming Great Wealth Transfer, this conversation dives into how thoughtful planning can protect your legacy and ease the burden on loved ones. Whether you're passing down assets or memories, this episode highlights why clarity and communication matter more than ever.

 

Book an appointment for a complimentary retirement plan, complete with an exclusive layout of lifetime income options and a tax map to minimize your taxes. Go to CameronWealth.com or call 757-447-4492 and talk to Scott and the team.

Like us on Facebook

See omnystudio.com/listener for privacy information.