Episode 2: Getting Organized – The Foundation of a Smart Retirement

Before you can build a solid retirement plan, you need to get organized. In this episode, Tony Leonardi walks you through the essential steps to take control of your financial life—gathering key documents, understanding your assets and liabilities, and setting the stage for a confident retirement. A little organization now can make all the difference in securing your future. Tune in and take the first step toward a smarter way to retire!