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What do pot-bellied pigs and your legacy have in common? In this episode, Adam Wolf explores the wild world of legacy planning, from unconventional heirlooms to buried backyard cash. Discover why most families avoid crucial conversations about wills and inheritance and learn the essentials everyone should have in place—no matter how eccentric their assets. Whether you’re a Gen Xer feeling retirement anxiety or a millennial expecting an inheritance, this episode unpacks the fundamentals of planning for what you leave behind.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

What do pot-bellied pigs and your legacy have in common? In this episode, Adam Wolf explores the wild world of legacy planning, from unconventional heirlooms to buried backyard cash. Discover why most families avoid crucial conversations about wills and inheritance and learn the essentials everyone should have in place&mdash;no matter how eccentric their assets. Whether you&rsquo;re a Gen Xer feeling retirement anxiety or a millennial expecting an inheritance, this episode unpacks the fundamentals of planning for what you leave behind.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device!

Each new episode will cover key areas of financial and retirement planning, from investment management to insurance planning and beyond. Adam’s goal is to bring greater understanding to your current financial situation and a better education that will enable you to make wiser financial plays that will help YOU score bigger in your retirement.

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device!
Each new episode will cover key areas of financial and retirement planning, from investment management to insurance planning and beyond. Adam’s goal is to bring greater understanding to your current financial situation and a better education that will enable you to make wiser financial plays that will help YOU score bigger in your retirement.

Jacksonville’s Retirement Coach with Adam Wolf

Buried Cash, Pot Belly Pigs, and Your Family’s Future

Are you ready for 2026, or is your retirement plan stuck in last year’s checklist? On Jacksonville’s Retirement Coach, Adam Wolf shares essential end-of-year strategies to help you maximize tax advantages, avoid costly RMD mistakes, and make smart portfolio moves before the calendar flips. From Roth conversions to charitable giving and tax-loss harvesting, this episode breaks down what matters most for your financial future. Whether you’re self-managing or working with an advisor, discover practical steps to finish the year strong and start the next chapter with confidence.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

Are you ready for 2026, or is your retirement plan stuck in last year&rsquo;s checklist? On Jacksonville&rsquo;s Retirement Coach, Adam Wolf shares essential end-of-year strategies to help you maximize tax advantages, avoid costly RMD mistakes, and make smart portfolio moves before the calendar flips. From Roth conversions to charitable giving and tax-loss harvesting, this episode breaks down what matters most for your financial future. Whether you&rsquo;re self-managing or working with an advisor, discover practical steps to finish the year strong and start the next chapter with confidence.
&nbsp;
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Year-End Moves: Is Your Retirement Ready for 2026?

What happens when the homes boomers cherish become “legacy luggage” for their millennial heirs? In this episode, Adam Wolf unpacks the emotional and financial realities of inheriting aging family homes, from unexpected costs to the myths about passing down property. Discover why most heirs end up selling, how to avoid probate, and the crucial conversations families need before the great wealth transfer. Plus, learn about the tax implications and practical steps to make legacy planning smoother for everyone.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

What happens when the homes boomers cherish become &ldquo;legacy luggage&rdquo; for their millennial heirs? In this episode, Adam Wolf unpacks the emotional and financial realities of inheriting aging family homes, from unexpected costs to the myths about passing down property. Discover why most heirs end up selling, how to avoid probate, and the crucial conversations families need before the great wealth transfer. Plus, learn about the tax implications and practical steps to make legacy planning smoother for everyone.
&nbsp;
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Passing Down Property: Myths, Mistakes, and Must-Have Conversations

Where is your retirement money quietly losing value? In this episode, Adam Wolf exposes the hidden pitfalls lurking in common retirement investments—from variable annuities with steep fees to target date funds and company stock in 401(k)s. Discover why “the devil is in the details” when it comes to fees, restrictions, and fine print, and learn how small percentages can make a big difference over time. Adam breaks down what to watch out for, why diversification matters, and how to spot costly traps before they drain your nest egg. If you want to make smarter choices about your retirement portfolio, this episode is essential listening.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

Where is your retirement money quietly losing value? In this episode, Adam Wolf exposes the hidden pitfalls lurking in common retirement investments&mdash;from variable annuities with steep fees to target date funds and company stock in 401(k)s. Discover why &ldquo;the devil is in the details&rdquo; when it comes to fees, restrictions, and fine print, and learn how small percentages can make a big difference over time. Adam breaks down what to watch out for, why diversification matters, and how to spot costly traps before they drain your nest egg. If you want to make smarter choices about your retirement portfolio, this episode is essential listening.
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Buried Cash, Pot Belly Pigs, and Your Family’s Future

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Jacksonville’s Retirement Coach with Adam Wolf

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