The Retirement Steward

The Retirement Steward

By David WelbornBusiness
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The Retirement Steward episodes

  • Financial Check-Up
    What does financial health really look like in retirement? This episode covers financial checkups, healthcare planning, inflation, and practical strategies to help you build confidence and make the most of your retirement years.


    Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started:
    • Visit our online scheduling page: familylegacyplanning.com/schedule-a-meeting
    • You can also call 479-446-6446 to speak directly with our team.
    47 min
  • Build Your Financial House
    What does your financial house look like? This episode breaks down the key elements of a solid retirement plan, from reliable income and risk management to diversification and long-term growth, helping listeners understand how to build a retirement designed to last.


    Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started:
    • Visit our online scheduling page: familylegacyplanning.com/schedule-a-meeting
    • You can also call 479-446-6446 to speak directly with our team.
    45 min
  • Four Retirement Pillars
    In this episode of The Retirement Steward, we explore the four key pillars of retirement planning: preservation, growth, income, and liquidity. Learn strategies for managing common retirement risks such as inflation and longevity, while discovering the value of creating a personalized, comprehensive financial plan. The discussion highlights how working with an experienced team can help provide greater confidence and financial security throughout retirement. Listeners are also encouraged to schedule a complimentary consultation for personalized retirement planning guidance.

    Ready to discuss a customized retirement plan built around your needs? Family Legacy Planning makes it easy to get started:
    • Visit our online scheduling page: familylegacyplanning.com/schedule-a-meeting
    • You can also call 479-446-6446 to speak directly with our team.
    45 min

About The Retirement Steward

From the publisher's feed

The Retirement Steward is a radio show dedicated to helping you build a secure, flexible retirement. Hosted by Kelli Dahm and featuring David Welborn, president of Family Legacy Planning, each episode…