Creating a Lasting Legacy: Essential Retirement and Estate Planning cover art

Creating a Lasting Legacy: Essential Retirement and Estate Planning

Creating a Lasting Legacy: Essential Retirement and Estate Planning

Listen for free

View show details

About this listen

 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/

What listeners say about Creating a Lasting Legacy: Essential Retirement and Estate Planning

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.