Episode 65: The Solo Ager’s Blueprint: Legacy & Guardianship When You Don't Have an Heir

Episode 65: The Solo Ager’s Blueprint: Legacy & Guardianship When You Don't Have an Heir

Send us Fan Mail [https://www.buzzsprout.com/2133791/fan_mail/new]  In this episode of The Retirement Evolved Podcast, hosts Adam & Lauren sit down with Victoria—a professional fiduciary, independent trustee, Certified Public Accountant, and registered professional guardian—to tackle the "Solo Ager" or "No-Heir" dilemma. Addressing a major blind spot in estate planning, the conversation explores how individuals who do not have children, have outlived their family, or lack a trusted relative can secure their future and legacy. Victoria explains how hiring a professional fiduciary acts as a "professional family member for hire" to manage bills, healthcare, and trusts during times of incapacity or after death.  Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ [https://taxfreefortmyers.com/]. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.

Episode 64: Facts Not Fear: Navigating Market Noise

Send us Fan Mail [https://www.buzzsprout.com/2133791/fan_mail/new] Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ [https://taxfreefortmyers.com/]. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.

Episode 63: The Healthcare Liability: Why Medicare is a Core Financial Strategy w/ Brian Barrett

Send us Fan Mail [https://www.buzzsprout.com/2133791/fan_mail/new] Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ [https://taxfreefortmyers.com/]. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.

Episode 62: Black Friday, Gifting & Retirees

Send us Fan Mail [https://www.buzzsprout.com/2133791/fan_mail/new] Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ [https://taxfreefortmyers.com/]. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.

Episode 61: Smart Money: The Power of Asset Allocation

Send us Fan Mail [https://www.buzzsprout.com/2133791/fan_mail/new] Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ [https://taxfreefortmyers.com/]. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.