Erin Smith

Learn how retirement is changing and how to financially prepare for a longer life. Discover the importance of finding purpose in your later years. Dive into essential estate planning elements and how to navigate family conversations about it.

Discussing estate planning for individuals with disabilities, the podcast delves into financial challenges and options like special needs trusts and ABLE accounts. The founder of Morgan's Wonderland shares his inspiring story of creating an inclusive theme park. It also touches on finding fulfillment beyond financial success and supporting initiatives like the Special Olympics through charitable donations.

Explore the financial challenges single individuals face, from retirement planning to estate considerations. Learn about the importance of adequate insurance coverage and updating estate plans to avoid disputes. Delve into the nuances of estate taxes and strategic planning for singles.