In this conversation, Michelle Passoff discusses planning for retirement beyond just money with Jeff and Judy Snyder. They emphasize that retirement is about more than just financial planning and highlight the importance of addressing other aspects such as identity, health and wellness, and tax planning. They suggest that individuals should reinvent themselves by utilizing their skills and finding joy in new endeavors. They also discuss the shift from pensions to self-funded retirement plans and the need to consider tax implications in retirement planning.

Find out about Homestretch Financial at https://www.linkedin.com/in/judijosephsnyder/.

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Decluttering 55+: Wisdoms to Create a Legacy, Not a Mess

Link: https://www.amazon.com/Decluttering-55-Wisdoms-Michelle-Passoff/dp/B0DY88FQBS/

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