Some people rent swans for their ponds—most retirees just want to know their money will last. In this episode, Annetta Carter explores what truly matters when planning for retirement, from estate decisions and healthcare costs to income stability when markets get rocky. She explains why taking care of yourself comes before leaving a legacy, why long‑term care is often overlooked, and how portfolios can be structured to soften market swings while still participating in growth. The conversation also highlights the importance of wills, trusts, and beneficiary updates—so your family isn’t left scrambling when it matters most.

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