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 They share real-world scenarios illustrating how overlooked accounts or outdated beneficiaries can create complications for loved ones, plus why financial and healthcare powers of attorney deserve attention.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.

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