You will probably live longer than you think. This is excellent news, but it also means that you must start planning for retirement sooner than you may have thought. In a recent article in Barrons titled "most people can't answer this one life-and-death question," people are underestimating how long they will potentially live, which is a significant risk to their overall retirement plan and financial well-being.  In this episode of the Witty Wallet, I talk about some things you need to consider when planning for your golden years. I also talk about the potential changes to Social Security in the next decade that can impact your retirement and what you can do to protect your heirs from probate.

Helpful Resources

Want to be more prepared for retirement?  Check out my article "The Five Myths about Retirement planning that will surprise you."

Barron's Article - Most people can't answer this one life-and-death question.

Want to test if you are Financially Fit?  Take our FAST, FREE, and ANONYMOUS Financial Health Assessment and see how financially fit you are.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Private Wealth Services, LLC.  Maven Bridge Capital is a member firm of  Kestra Private Wealth Services, LLC, an affiliate of Kestra IS.  Maven Bridge Capital and Kestra IS are not affiliated.