The conversation explores the significant changes in retirement planning over the past two decades, focusing on the shift from defined benefit plans to defined contribution plans, the rise of health savings accounts, the importance of estate planning, and the various types of annuities available. The hosts emphasize the need for individuals to take responsibility for their retirement savings and the importance of understanding financial products to make informed decisions. The discussion highlights real-life examples of families facing challenges due to lack of planning, and the emotional toll it can take on relationships. Nolan advocates for accessible estate planning for everyone, regardless of wealth, and encourages listeners to take proactive steps to secure their family's future.



Reach out to Chris or Jon at 602-497-1322 or https://www.prospectwealthadvisors.com/

The conversation explores the significant changes in retirement planning over the past two decades, focusing on the shift from defined benefit plans to defined contribution plans, the rise of health savings accounts, the importance of estate planning, and the various types of annuities available. The hosts emphasize the need for individuals to take responsibility for their retirement savings and the importance of understanding financial products to make informed decisions. The discussion highlights real-life examples of families facing challenges due to lack of planning, and the emotional toll it can take on relationships. Nolan advocates for accessible estate planning for everyone, regardless of wealth, and encourages listeners to take proactive steps to secure their family's future.
 
Reach out to Chris or Jon at 602-497-1322 or<a href="https://www.prospectwealthadvisors.com/"> https://www.prospectwealthadvisors.com/</a>

Chris Bowman and Jon Floyd bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (602) 497-1322.

Chris Bowman and Jon Floyd bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (602) 497-1322.