June 5th, 2024 The Executor Help Podcast

The 4 Phases of Retirement and Life Legacy Planning

The 4 Phases of Retirement and Life Legacy Planning David Edey 33:59

David’s guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the “4 phases of retirement” that can help retirees navigate this significant life transition.

The discussion also touches on the importance of legacy and Estate planning related to the phases of retirement, highlighting the significance of preserving family history and passing on valuable lessons through means such as the life legacy letter.

For David’s book, other resources and more visit www.davidedey.com

David Edey Author, Speaker, Certified Executor Advisor

David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.

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