S9 E168 - The Best Strategies for Achieving Financial Peace of Mind in Retirement

In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement.

For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com

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About Next Steps 4 Seniors: Conversations on Aging

Conversations on Aging brings together trusted experts, practical resources, and meaningful conversations to help seniors and their families navigate aging with greater confidence.

Need help finding the right senior living or care options? Next Steps 4 Seniors provides personalized guidance and support to families at no cost.

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📞 (248) 651-5010

Listen to Next Steps 4 Seniors: Conversations on Aging every Saturday at 11 AM on WMUZ 103.5 FM – The Light.

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