Building a Lasting Legacy: Retirement, Taxes, and Family Wealth

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How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy? Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to discuss why financial independence requires more than building a nest egg. Rebecca shares her approach to planning for retirement income, managing taxes, navigating Social Security and Medicare, and preparing for the financial changes that follow the loss of a spouse. Together, they explore how personalized planning and a coordinated team of advisors can help families and business owners make informed decisions about their future. Key Takeaways: Financial independence means having…