Retire Right with Kevin Wade

The Inheritance Conversation: Unpacking Secrets, Silence, and Your Family’s Future


Listen Later

Ready to tackle one of the toughest conversations most families avoid? In this episode of Retire Right with Kevin Wade, Bruce Steinbrock and Kevin dig deep into the hidden world of inheritance planning—where silence can spark conflict and unspoken wishes might derail your legacy. Whether your nest egg is modest or you’ve built wealth across generations, Kevin shares candid insights that might just surprise you, and practical strategies to turn this “not fun” topic into a family-strengthening moment.

But inheritance isn’t all about money—there’s so much more beneath the surface. Find out why discussing sentimental assets and health directives matters just as much as dividing dollars, and hear answers to real listener questions about retirement readiness, debt payoff, and preparing for healthcare expenses. Plus, get to know Kevin Wade beyond the office in a rapid-fire “Think Fast” round! If you want to protect your family, foster harmony, and retire with confidence, don’t miss this episode—it’s the conversation you never knew you needed.


In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
...more
View all episodesView all episodes
Download on the App Store

Retire Right with Kevin WadeBy Kevin Wade