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Legacy Listens Podcast

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October 21, 2024
Blog, Retirement Planning Services

5 Common Retirement Plan Errors and Fixes

By: Brendan P. Speers, AIF®, CPFA

October 7, 2024
Blog, Retirement Planning Services

Retirement Plan Review: From Participation Rates to SECURE 2.0

By: Brendan P. Speers, AIF®, CPFA

September 16, 2024
Blog, Retirement Planning Services

SECURE 2.0 Update: Looking Ahead

By: Brendan P. Speers, AIF®, CPFA

August 19, 2024
Blog, Retirement Planning Services

What’s Going On in Washington?

By: Brendan P. Speers, AIF®, CPFA

August 11, 2024
Business Transition Planning, Family Office Services, Succession Planning

What Are Your Business Succession Options? Here Are 5 Strategies To Consider

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

July 22, 2024
Blog, Retirement Planning Services

7 Questions to Help Optimize Your 401(k) Plan

By: Brendan P. Speers, AIF®, CPFA

July 8, 2024
Blog, Retirement Planning Services

Exploring In-Plan Retirement Income Solutions

By: Brendan P. Speers, AIF®, CPFA

May 13, 2024
Financial Planning, Retirement Planning Services

Boosting Retirement Confidence for Near-Retirees

By: Brendan P. Speers, AIF®, CPFA

April 15, 2024
Blog, Retirement Planning Services

Overcoming Mid-Career Retirement Savings Hurdles

By: Brendan P. Speers, AIF®, CPFA

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