• Creating a Lasting Legacy: Essential Retirement and Estate Planning - April 13, 2025

  • Apr 13 2025
  • Length: 28 mins
  • Podcast

Creating a Lasting Legacy: Essential Retirement and Estate Planning - April 13, 2025

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  • Summary

  • In this episode of "Bright Lake Wealth Presents: Retirement Talks with Ted Thatcher," Ted Thatcher, President and CEO of Brightlake Wealth Management, delves into the significance of legacy planning as a critical component of retirement planning. The discussion emphasizes the importance of having a solid plan to ensure financial stability for surviving spouses and loved ones. Ted shares personal stories to highlight the unpredictable nature of life and underscores the need for comprehensive estate planning, including spousal income planning and proper asset structuring.

    Key topics include: The process of transitioning from saving to spending in retirement, the necessity of creating a lasting legacy plan to protect loved ones, the impact of healthcare costs on retirement savings and more!


    For more information, visit https://www.brightlakewealth.com/
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