Episode 228 of our Retire With Style podcast is out now! This week on Retire With Style, Alex and I continue our walk through the Retirement Planning Guidebook by diving into one of the most important, and often overlooked, areas of retirement planning: estate, legacy, and incapacity planning.
In this episode, we discuss why a will alone may not be enough, how beneficiary designations can unintentionally override your wishes, and the role trusts, powers of attorney, and healthcare directives can play in protecting both you and your family. We also spend time on the practical side of estate planning, including how to organize important documents and financial information so loved ones are not left scrambling during an already stressful time.
These conversations are never the most comfortable ones to have, but getting organized ahead of time can make a tremendous difference for the people you care about most. Listen now to learn more!
The Retire With Style Podcast Has a New Home!
We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments. Thank you, Wade Pfau, PhD, CFA, RICP Founder of Retirement Researcher
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