The Money & Meaning Podcast — Episode 3: Turning Insurance Into Income And Impact

Insurance in retirement isn’t about fear—it’s about flexibility. In this week’s episode of The Money & Meaning Podcast, Mark and Erica break down how tools like life insurance, annuities, and long-term care plans can support your income strategy, legacy goals, and evolving needs.

✅ What policies are worth keeping—or reconsidering

✅ How insurance can help support your income and loved ones

✅ When to update your beneficiaries and coverage

You’ve worked hard to build what you have. Let’s explore how to help it keep working for you.