『Legacy Planning』のカバーアート

Legacy Planning

Legacy Planning

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family dealing with unnecessary stress and complications.

Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you


Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
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