RRA Educational Resources/Podcast/How Legacy Planning Reduces Retirement Risks with Jon Braddock

Summary

In this episode of RRS, host Dave Hall discusses the importance of organizing personal information and end-of-life planning. Joined by guest Jon Braddock, co-founder of My Life and Wishes, they dive into the challenges that arise when navigating important decisions after a loved one's passing. They explore the benefits of utilizing a secure digital platform to store documents, preferences, and wishes, making it easier for family members to access crucial information during difficult times. Tune in as Dave and John provide valuable insights and practical solutions for a smoother retirement transition and peace of mind for the future.

Transcript

Transcript Pending

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RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902

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CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
​​Text us at: 1 (307) 264-2902

RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

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© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.