Is your retirement plan built to weather the storm—or is it quietly springing leaks? In this episode, Annetta Carter of Magnolia Financial Strategies breaks down how market volatility, outdated insurance policies, and overlooked tax strategies can quietly erode your financial future. From the power of proactive portfolio management to the surprising truth about old annuities and universal life policies, Annetta shares real-world insights to help pre-retirees and retirees stay ahead. Plus, a timely reminder to revisit your will and trust before life changes catch you off guard.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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