Money, Legacy, and Peace of Mind:The 5 Common Estate Planning Mistakes (and How to Avoid Them)

Описание: In this candid conversation with Estate Planner, Renee Harvey, we break down the five biggest mistakes people make when planning their estates — and how to avoid them.

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Preparing for Retirement? You’re in the Right Place.
Welcome! I’m Sally Boyle, Certified Financial Planner, and this channel is dedicated to helping you take the guesswork out of retirement.

If you’re starting to ask questions like:
❓“Will I have enough to retire?"
❓“When should I take Social Security?”
❓“How do I turn my savings into income?”
❓“What tax strategies should I know before I retire?”

…you’re not alone — and you’re in exactly the right place.

Each week, I break down retirement planning strategies in a simple, easy-to-understand way — no jargon, no fluff. Just real, practical advice to help you make confident financial decisions as you approach this next chapter of life.

💼 Topics I cover regularly:
✔️ Retirement income planning
✔️ 401(k), IRA & Roth strategy
✔️ Tax-efficient withdrawals
✔️ Social Security timing
✔️ Medicare basics
✔️ Real-world retirement timelines

📅 Work with me: https://www.sjboylewealthplanning.com...

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Let’s plan smart — so you can retire with confidence.

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