Retirement Readieness Playbook Podcast

What happens to your retirement assets when you're gone, and could a simple beneficiary mistake cost your family thousands in unnecessary taxes?

 In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss why estate planning is about more than just having a will or trust. They explain common mistakes involving IRAs, beneficiary designations, powers of attorney, probate, and legacy planning, while sharing real-world examples of how improper planning can create costly consequences for loved ones. Whether you're approaching retirement, already retired, or want to protect your family's future, this conversation highlights the importance of reviewing your estate plan regularly and making sure your financial strategy aligns with your wishes.

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.

 

What happens to your retirement assets when you're gone, and could a simple beneficiary mistake cost your family thousands in unnecessary taxes?
&nbsp;In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss why estate planning is about more than just having a will or trust. They explain common mistakes involving IRAs, beneficiary designations, powers of attorney, probate, and legacy planning, while sharing real-world examples of how improper planning can create costly consequences for loved ones. Whether you're approaching retirement, already retired, or want to protect your family's future, this conversation highlights the importance of reviewing your estate plan regularly and making sure your financial strategy aligns with your wishes.
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>.
&nbsp;

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.