Episode 70 – How to Build a Legacy Plan – With Tyler Lively

Join this episode of Your Retirement Solution Podcast as Tyler Lively with The Retirement Solution explains how the planning process deals with the passing of a loved one, and how it impacts the family. 

In this episode, you will learn:

  • Successful client estate planning stories 
  • Why is it important to work with a planner and have good family communication when building a wealth and legacy plan 
  • The importance of a consistent, annual review of your income and retirement plan 
  • When grieving: Why you should wait one year before making drastic decisions  
  • And more!

Tune in to learn more about The Retirement Solution’s holistic planning process so that you and your planner can look at different strategies and options together! 

Resources:  The Retirement Solution | Your Retirement Solution Podcast | Tyler Lively