Terrilyn unveils the five essentials—income, taxes, investments, healthcare, estate—and shows how intentional planning turns them from guesswork into a rock-solid game plan. You’ll learn when to claim Social Security, how to keep more after taxes, why your portfolio needs a real strategy, and where hidden healthcare costs ambush retirees. Finish with an estate plan that matches your values so your money does exactly what you want—now and later.

See omnystudio.com/listener for privacy information.