Small gaps in your financial plan can turn into big problems before you even realize they’re there. In this episode, Annetta Carter discusses how to spot warning signs in your financial strategy and why working with a well-rounded advisor can make a difference. The conversation explores the importance of understanding Social Security, Medicare, taxes, and overall retirement planning—not just investments. Annetta also highlights common estate challenges, including blended families and procrastination, and why putting key documents in place early can help you avoid difficult decisions later.

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