The Estate Planning Mistake That Could Cost Your Family Everything

What if the documents you don’t have are the ones that could derail your entire retirement? In this episode, Tim Wood breaks down the often‑overlooked essentials of estate planning—from durable powers of attorney and healthcare surrogates to digital access and end‑of‑life wishes. He also shares how to replace your paycheck in retirement, create a stable income floor, and know whether you're truly ready to retire as millions of boomers hit age 65. Plus, Tim reveals a real‑life story of guiding a couple who thought they were unprepared but discovered a clear path forward.

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