On this show, Gregg and Connor talk about the need for a legacy plan that includes a trust.  And Connor can prepare your documents at a very low cost if you are clients of Unflitered Retirement.  Call 800-940-9616 or text PLUS to 600-700.  See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

On this show, Gregg and Connor talk about the need for a legacy plan that includes a trust. And Connor can prepare your documents at a very low cost if you are clients of Unflitered Retirement. Call 800-940-9616 or text PLUS to 600-700. See omnystudio.com/listener for privacy information.

On this show, Gregg and Connor talk about the need for a legacy plan that includes a trust.&nbsp; And Connor can prepare your documents at a very low cost if you are clients of Unflitered Retirement.&nbsp; Call 800-940-9616 or text PLUS to 600-700.&nbsp;&nbsp;See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Don't Trust your Trust to just Anyone!

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle &mdash; from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you&rsquo;re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love &mdash; because retirement isn&rsquo;t a vacation, it&rsquo;s the rest of your life.

Education

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language. Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

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Don't Trust your Trust to just Anyone!

Don't Trust your Trust to just Anyone!