The Retirement Message

Legacy, Passwords, and Planning for the Unexpected


Listen Later

What would you do if Social Security benefits were suddenly cut by 23%? In this episode, Annetta Carter shares practical strategies to prepare for possible changes, from building a backup savings plan to considering deferred income annuities. Plus, learn why conversations about legacy, beneficiaries, and digital accounts with aging parents matter more than ever. Whether you’re just starting to plan or helping family navigate retirement, this episode helps you think ahead and avoid last-minute surprises.

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

Follow us on social media: Facebook | LinkedIn 

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Retirement MessageBy Annetta Carter