What if the biggest influence on your retirement success isn't your income, but the habits you inherited?

Financial behaviors are often passed down through generations, shaping how we save, spend, and prepare for retirement. Tony Jackson discusses breaking unhealthy money patterns, building a legacy for future generations, and why financial literacy matters at every stage of life. He also examines the "Rule of Thirds" retirement strategy, creating reliable income streams, maintaining liquidity for unexpected expenses, understanding fees, and the value of getting a second opinion on your retirement plan. The conversation centers on practical planning, trust, transparency, and making informed decisions before retirement arrives.

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