Did you know that Thomas Jefferson amended the wording of the Declaration of Independence from 'pursuit of property' to 'pursuit of happiness'? This historical change resonates with retirement planning today; While many focus on accumulating assets, fiduciaries emphasize that retirement is about more than wealth—it's about reducing stress and enabling people to pursue happiness in retirement. Tune in to the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy for more insights.  

PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/3VGSw6P

HOW MUCH DO I NEED TO REITRE? (PDF): https://bit.ly/3KZj2DL

TURNING FINANCIAL PLANNING RIGHT-SIDE UP (BOOK): https://amzn.to/4aClk6e