In this episode, Jewels Harris discusses critical retirement planning strategies, including the importance of beneficiary designations, using home equity wisely, and the benefits of Roth conversions. Learn how to optimize your financial and estate plans to secure your future. Call Jewels Harris at JHarrisFinancial at 336-907-2322 or click here.

Spending Hesitation Among Retirees.
53:28

The Significance of Early and Ongoing Financial Advice.
52:47

The significance of early planning and regular reviews.
52:29