A hidden leak nearly flooded his backyard—and it mirrors a financial issue many retirees overlook. In this episode, Brandon Bowen reacts to Jamie Dimon’s take on tackling problems early, using a real-life story to highlight why delays can lead to bigger complications. From managing debt to prioritizing health and addressing estate planning gaps, the conversation focuses on organizing what may be scattered across accounts and advisors. Hear how coordination between professionals—and clear communication—can help bring structure to retirement planning and legacy considerations.

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