Your estate may transfer assets, but will it pass along the values and lessons that matter most? In this episode, Steve Standley explores the difference between inheritance and legacy, using the life and impact of Dolly Parton as an example of how generosity can leave a lasting mark. Steve discusses the importance of family conversations, estate planning, charitable giving, beneficiary designations, and making sure your financial plan reflects your intentions. Learn why passing on your story, values, and purpose can be just as meaningful as passing on wealth
Ready for your Retirement Paycheck? Connect with Steve today.

Finding Purpose—and Income—in Retirement
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23:41