Retirement planning gets more complicated when blended families, remarriages, and legacy goals enter the picture.

In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss how to balance providing for a spouse while protecting an inheritance for children. They explore beneficiary mistakes, trust planning, probate concerns, powers of attorney, Roth conversions, life insurance strategies, and the importance of updating estate documents after major life events. Through real-world examples, they explain why assumptions can create costly problems and how proactive planning can help avoid family conflict. Whether you're in a second marriage, approaching retirement, or simply want your wishes carried out as intended, this conversation highlights key considerations for building a legacy plan that reflects your goals.

Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.

Start Building Your Retirement Readiness Playbook right here: The Retirement Readiness Playbook.

Or visit the website Geiger Investments.

 

 

Retirement planning gets more complicated when blended families, remarriages, and legacy goals enter the picture.
In this episode of&nbsp;The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss how to balance providing for a spouse while protecting an inheritance for children. They explore beneficiary mistakes, trust planning, probate concerns, powers of attorney, Roth conversions, life insurance strategies, and the importance of updating estate documents after major life events. Through real-world examples, they explain why assumptions can create costly problems and how proactive planning can help avoid family conflict. Whether you're in a second marriage, approaching retirement, or simply want your wishes carried out as intended, this conversation highlights key considerations for building a legacy plan that reflects your goals.
Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.
Start Building Your Retirement Readiness Playbook right here: <a href="https://geigerinvestments.com/retirement-readiness-playbook/#get-started">The Retirement Readiness Playbook</a>.
Or visit the website <a href="https://geigerinvestments.com/">Geiger Investments</a>.
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Welcome to Retirement Readiness Playbook, a podcast designed to help individuals, families, and business owners make more confident decisions about retirement and the financial choices surrounding it. Hosted by Kevin and Lauren Geiger, co-founders of Geiger Investments, each episode features clear discussions around topics like wealth management, retirement planning, estate planning, tax considerations, women’s investing, personal insurance, and long-term goals.

With decades of experience, Kevin and Lauren look beyond investments alone to help you understand how different parts of a financial plan can work together to create a retirement strategy designed to help you reach your goals. Join them for each new episode to get practical guidance and professional perspectives so you can feel more prepared for the future.

Welcome to Retirement Readiness Playbook, a podcast designed to help individuals, families, and business owners make more confident decisions about retirement and the financial choices surrounding it. Hosted by Kevin and Lauren Geiger, co-founders of Geiger Investments, each episode features clear discussions around topics like wealth management, retirement planning, estate planning, tax considerations, women&rsquo;s investing, personal insurance, and long-term goals.
With decades of experience, Kevin and Lauren look beyond investments alone to help you understand how different parts of a financial plan can work together to create a retirement strategy designed to help you reach your goals. Join them for each new episode to get practical guidance and professional perspectives so you can feel more prepared for the future.