This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks like in a truly inspiring way.
What is The Women & Wealth Show from Annex Wealth Management?
We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.