What do smartphones, remote controls, and retirement plans have in common? They all need regular updates to stay relevant. In this episode, Brooks Bernhagen draws parallels between evolving tech and financial planning, urging retirees to treat their retirement strategy as a living document. From optimizing Social Security and annuities to navigating Medicare changes and preserving purpose post-paycheck, Brooks shares insights to help listeners rethink how they prepare for life after work.
Listen to Brooks every Saturday at 7 a.m. on KOTA.
Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!
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