In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement.

For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com

 

In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by <a href="https://greenleaftrust.com/team/bill-feldmaier/">Bill Feldmaier</a> and Mike Laske from <a href="https://greenleaftrust.com/contact/">Greenleaf Trust</a> to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors&rsquo; legacies. Greenleaf Trust&rsquo;s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement.
For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at <a href="https://www.nextsteps4seniors.com">www.nextsteps4seniors.com</a>
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Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

Aging isn’t easy - but it doesn’t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence—so your next steps can be your best steps.

Learn more about Next Steps 4 Seniors, LLC at https://nextsteps4seniors.com

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Aging isn&rsquo;t easy - but it doesn&rsquo;t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the&nbsp;next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence&mdash;so your next steps can be your best steps.
Learn more about Next Steps 4 Seniors, LLC at <a href="https://nextsteps4seniors.com">https://nextsteps4seniors.com</a>

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

Next Steps 4 Seniors: Conversations on Aging explores the tough aging topics no one talks about but everyone faces.

Aging well starts with a plan. Host Wendy Jones shares expert insights and real-life stories to help families, caregivers, and professionals take proactive steps—before a crisis hits.

 

 

Next Steps 4 Seniors: Conversations on Aging explores the tough aging topics no one talks about but everyone faces.
Aging well starts with a plan. Host Wendy Jones shares expert insights and real-life stories to help families, caregivers, and professionals take proactive steps&mdash;before a crisis hits.
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