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What happens to your retirement assets after you’re gone, and is your current plan set up to carry out your wishes?

Kevin and Lauren Geiger discuss legacy planning, beneficiary designations, trusts, IRAs, and the importance of reviewing your arrangements as life changes. They share real-world scenarios illustrating how overlooked accounts or outdated beneficiaries can create complications for loved ones, plus why financial and healthcare powers of attorney deserve attention. You’ll also hear how their checklist-driven approach helps keep retirement income, investments, and legacy considerations connected. If it’s been a while since you reviewed your beneficiaries or legacy plan, this episode offers plenty to think about and discuss with your financial, legal, and tax professionals.

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 after you&rsquo;re gone, and is your current plan set up to carry out your wishes?
Kevin and Lauren Geiger discuss legacy planning, beneficiary designations, trusts, IRAs, and the importance of reviewing your arrangements as life changes. They share real-world scenarios illustrating how overlooked accounts or outdated beneficiaries can create complications for loved ones, plus why financial and healthcare powers of attorney deserve attention. You&rsquo;ll also hear how their checklist-driven approach helps keep retirement income, investments, and legacy considerations connected. If it&rsquo;s been a while since you reviewed your beneficiaries or legacy plan, this episode offers plenty to think about and discuss with your financial, legal, and tax professionals.
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>.

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.