The Retirement MessageThe Retirement Message

Legacy, Passwords, and Planning for the Unexpected

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What would you do if Social Security benefits were suddenly cut by 23%? In this episode, Annetta Carter shares practical strategies to prepare for possible changes, from building a backup savings plan to considering deferred income annuities. Plus, learn why conversations about legacy, beneficiaries, and digital accounts with aging parents matter more than ever. Whether you’re just starting to plan or helping family navigate retirement, this episode helps you think ahead and avoid last-minute surprises.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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  1. The Retirement Message

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The Retirement Message

Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, qu 
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