Leaving Money or Making Memories? Finding Your Retirement Balance

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How can you enjoy the retirement you’ve earned while protecting your family’s financial future? Mike Bascom welcomes Hamilton Brandenburg, founder of Brandenburg Financial Services, to explore how retirement income, tax planning, and estate planning work together. Hamilton discusses Roth conversions, Social Security decisions, and the often-overlooked challenge of transitioning from saving to spending. He also explains why a meaningful legacy includes the memories you create today—and why finding purpose deserves a place in your retirement plan. Key Takeaways: Review your financial accounts, beneficiary designations, and estate documents regularly to keep them aligned with your wishes.…