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February 9, 2024 51 mins

In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan. They emphasize the need for couples to be on the same page financially and the benefits of legacy planning. The hosts also answer listener questions and provide guidance on supplementing a pension and involving children in financial planning. In this conversation, the hosts discuss long-term care insurance and annuities.

Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

See omnystudio.com/listener for privacy information.

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