When was the last time you checked whether your estate plan still reflects your wishes? In this episode, Ryan Oliver breaks down the essential documents every retiree needs, the power of beneficiary designations, how trusts actually work, and why recent changes like the SECURE Act can reshape your family’s future. Ryan also highlights smart strategies for charitable giving and explains what must be updated after major life events. A clear, practical conversation designed to help listeners understand how thoughtful estate planning can protect loved ones and preserve a legacy.

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Is your financial thermostat set to the right temperature for retirement? This episode dives into how couples often differ on risk tolerance—and why identifying both your emotional comfort and financial capacity for risk is essential before leaving the workforce. Abe Abich explains how to strike the right balance between growth and preservation, avoid overexposure, and adjust your strategy as life and markets change. Learn why risk isn’t static, why regular check‑ins matter, and how a well‑tuned plan can support a confident, long‑lasting retirement.

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Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

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This weekend’s episode kicks off with a surprising question: What does your home thermostat have to do with your retirement plan? Abe Abich breaks down how everyday habits mirror the financial decisions that shape your future. From finding the right “risk temperature” to managing taxes, preserving savings, and avoiding costly mistakes, this episode highlights real examples from families across the D.C. metro area navigating retirement with clarity. A practical, down‑to‑earth conversation from this past weekend’s radio show that helps listeners rethink how they prepare for the years ahead.

Schedule your complimentary appointment today: TheRetirementKey.com

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.