Couple Retired With $1.5M at 68 – But Their Plan Is NOT Safe

Need help in retirement or want free resources? Go here: www.RiseInRetirement.com
===
Stephen and Marie are 68, retired, and have $1.5 million saved. Their income is fully covered by Social Security and a pension—they haven’t touched a dime of their savings in five years. Sounds perfect, right?

But here’s the problem: they want to leave a legacy to their children, and their current plan does nothing to protect that goal. No tax strategy. No legacy planning. And no guidance from their advisor.

In this episode of Rise in Retirement, we break down:
✅ Why doing nothing might cost their kids thousands in taxes
✅ What strategies they should already have in place
✅ How to make a legacy plan that actually works
===
Connect With Us:
Facebook:   / wasmithfingroup  
TikTok:   / wasmithfingroup  
===================

#retirementplanning #financialsecurity #retirementincome #socialsecurity #healthcarecosts #financialplanning #3bucketstrategy

DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: https://wasmithfinancial.com/disclosure/ Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification. Insurance and Tax Planning services offered through W.A. Smith Financial LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.