What if retirement didn’t mean stopping work, but reshaping it? In this episode, Brigette Engstrom of Blue Monarch Financial Services unpacks the sweeping changes introduced by the Big Beautiful Bill. From Social Security taxation to estate planning, she breaks down what’s shifting and why it matters. The conversation also explores how retirement is becoming a gradual transition rather than a definitive end, and why a solid financial plan is more crucial than ever.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial.