In this episode, Margie Stevens shares her journey into retirement planning, influenced by her father's teachings and her experiences working at a funeral home. She discusses the importance of understanding family dynamics and individual retirement goals. The conversation also delves into the changing landscape of retirement planning, the significance of creating a comfortable and inviting office space, and the role of financial planners in helping clients achieve their retirement dreams.

For more information, reach out to Margie at www.stevensretirement.com