Marty discusses the shift in focus for Americans as they approach the new year, emphasizing the importance of financial resolutions over traditional goals. He highlights the need for realistic financial planning, the significance of having an emergency fund, and the role of a financial coach in achieving these goals. The discussion also delves into the challenges retirees face when supporting adult children and the potential risks involved. Finally, Marty touches on estate planning and the importance of controlling wealth transfer to ensure financial security in retirement.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com