Updating Wills and Investment Allocation

In this chapter, the hosts emphasize the importance of updating wills and health documents and discuss consolidating investment accounts, specifically the listener's old Vanguard account and current TIAA accounts. They recommend using TIAA for its annuity product and ease of management and suggest considering a target-date or lifestyle fund based on the listener's risk profile. They also mention the need to freshen up estate planning and build an emergency reserve fund.