Episode 9 : Estate Planning in Retirement

In this powerful and eye-opening episode of Real World Retirement, host Alex Pushman is joined by fellow Foguth Financial Group senior advisor Caleb Marsh to tackle one of the most overlooked — yet absolutely critical — components of retirement planning: estate planning.

Alex and Caleb dive deep into why avoiding probate should be a top priority for retirees, how a properly structured trust can provide control even after you’re gone, and the common pitfalls that can leave families in legal and emotional chaos. Caleb shares personal stories that sparked his passion for helping families avoid financial heartache, and the two advisors offer actionable advice on building the right team — from ethical attorneys to trustworthy CPAs — to safeguard your legacy.

Whether you’re just starting to think about estate planning or you're deep into retirement, this episode is filled with real-life insights and expert guidance that can save your family time, stress, and money.

👉 Have questions? Want help vetting an estate planner or just unsure if your plan is solid? Reach out — there are no bad questions when it comes to protecting your legacy.