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Can I Retire Now?
Welcome to the Can I Retire Now? Podcast!
Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape.
Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms.
Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh.
Your journey to financial well-being starts here.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476
Can I Retire Now?
Even Dying Requires Paperwork: Estate Planning and Legacy Management (Ep. 32)
Estate planning isn’t just for the wealthy. It’s about giving your loved ones clarity and control when it matters most.
In this episode, Nick Russell and Becky Wagoner explain why estate planning should start early, the essential documents everyone needs, and how to protect digital and financial assets for your family’s future.
They share personal stories, practical advice, and even a touching family example that shows how thoughtful planning can leave a lasting legacy.
Nick and Becky explore:
- Why failing to plan can cause emotional and financial chaos for families
- The four essential documents every adult should have: will, trust, power of attorney, and living will
- How beneficiaries and “payable on death” accounts override your will
- The importance of organizing and protecting your digital assets and passwords
- When to update your estate plan to reflect life changes like marriage, divorce, or new property
- And more!
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