What happens when a generation’s wealth becomes a legacy challenge?
In this episode of To Your Health and Wealth, Ron Ray explores the massive wealth transfer from baby boomers to their heirs—and why preparation matters more than the money itself. He dives into the critical need for open conversations around inheritance, retirement planning, and healthcare decisions. With Medicare at the center of many retirement strategies, Ron emphasizes the importance of reviewing coverage annually to avoid costly surprises and ensure optimal benefits. This episode is a practical look at how families can navigate financial transitions with clarity and care.

Find out more about Ron and the teams, as well as setting up a complimentary time to speak with them, by reaching out to Turning 65 Solutions and Homestead Family Wealth.