1. How to Combine Retirement Planning with Legacy Planning James Conole, CFP® 23:37

Our topic on this episode of the Ready for Retirement podcast is about combining Retirement planning with legacy planning.

Questions answered: How do I combine Retirement planning goals with my legacy planning goals? What are the best strategies when it comes to exploring Retirement planning and legacy planning together? What is the best approach for my individual situation? 

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.