Frank Legan

Certified Financial Planner Frank Legan joins the show to talk about the importance of balancing financial planning for the future with enjoying life today. They discuss choosing investment choices that align with your values and priorities. In the headlines segment, they explore Americans' spending habits and the Haven LifeLine tackles annuities and their role in retirement. The podcast covers various topics including the importance of reflecting on progress, starting early with intention, and the pros and cons of annuities in a diversified portfolio.