Legacy, income, and healthcare—this episode covers the retirement trifecta. Brooks Bernhagen explains how to turn your values into a lasting legacy, why comparing your portfolio to the S&P 500 can be misleading, and how to navigate the costly insurance gap if you retire before Medicare kicks in. Whether you're planning to leave a financial footprint or just want to retire on your terms, this episode offers practical strategies to help you do it right.

 

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

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