Just like The Dave Chappell Show, its time to Wrap It Up...

Even if you’re just dipping your toe into your 50’s, the thought of retirement is on your mind.  You now have less than 15 years or so to get your S#&T together.

So, what should you be doing at this point?  Well, first of all, you should be going back on my last 3 episodes to revisit all the items in your 20’s through 40’s and checking off all those first.  

Today, I'm chatting about:

Retirement Benefits Analysis, Long Term Care Insurance, and Estate Tax Strategies.  Also known as, running out of money, living too long and paying too much in taxes.

Like the sound of DIY money moves, but don't have the time?  Totally cool, sis!  Book a FREE 30 minute call with me and let's chat.  https://calendly.com/connorcmorganti/30-minute-consult

Or send me a note:  [email protected]