Linda and her spouse want to make the most of their retirement—travel, enjoy life, and finally do the things they’ve worked hard for.

But they also want to leave a meaningful legacy for their children and grandchildren. 

In this episode, Scott explores how to balance lifestyle spending and legacy goals without sacrificing either one.

We’ll discuss how to determine sustainable withdrawal rates, set clear legacy priorities, and build flexibility into your plan so you can enjoy life now while still providing for the next generation.

Learn how to create a retirement strategy that lets you live well today and leave confidently tomorrow.

Get on our phone calendar, for free, at TuckerRetirement.com.