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On this episode, Ben Taatjes and Kendra Peterson of Stewards Planning Group explain the difference between simply having wealth and confidently turning it into income. They walk through their three-step Steward's Plan process and share how intentional financial planning can give retirees the freedom to spend, give, and create meaningful family memories without fear of running out of money.
By Stewards Planning GroupOn this episode, Ben Taatjes and Kendra Peterson of Stewards Planning Group explain the difference between simply having wealth and confidently turning it into income. They walk through their three-step Steward's Plan process and share how intentional financial planning can give retirees the freedom to spend, give, and create meaningful family memories without fear of running out of money.