The Great Wealth Transfer

Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after working years are over, and how people consider what happens to their finances down the road. There are no promises or specific advice here—just an overview of common themes around money, legacy, and planning for the future. If you're interested in understanding more about this stage of life and the choices involved, this video may offer some useful perspectives. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.