Podcasts · Legacy Blueprint: Plan It Forward
Leaving Money or Making Memories? Finding Your Retirement Balance
· 38 min · S1 E22
Episode Leaving Money or Making Memories? Finding Your Retirement Balance
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. • Coordinate retirement withdrawals and tax planning to account for potential effects on health insurance costs and family wealth. • Evaluate Roth conversions based on your projected tax brackets, retirement needs, and legacy goals. • Consider your spouse’s financial security and your desired lifestyle when deciding when to claim Social Security. • Balance future inheritances with meaningful experiences today, and plan how you’ll find purpose beyond work.
Connect with Hamilton Brandenburg:
https://brandenburgfs.com/
https://www.linkedin.com/in/hamilton-brandenburg-9a361b12b/
Connect with Mike Bascom:
https://bascomlaw.com/
https://www.linkedin.com/in/mikebascom/
Links in the notes 4
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