Join this episode of Your Retirement Solution Podcast as Tyler Lively with The Retirement Solution explains how the planning process deals with the passing of a loved one, and how it impacts the family. 

In this episode, you will learn:

Successful client estate planning stories 

Why is it important to work with a planner and have good family communication when building a wealth and legacy plan 

The importance of a consistent, annual review of your income and retirement plan 

When grieving: Why you should wait one year before making drastic decisions  

And more!

Tune in to learn more about The Retirement Solution’s holistic planning process so that you and your planner can look at different strategies and options together! 

 

Resources:  The Retirement Solution | Your Retirement Solution Podcast | Tyler Lively 

 

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