The Intentional Exit

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Watch Episode 23 👇
https://www.youtube.com/watch?v=HwPyPm7qVZI

Survivor Retirement Stress Test 👇
https://tools.leadershiplegacypro.com/survivor-retirement-stress-test

09/03/2026

Did you know that 3 out of 4 Americans are planning to take Social Security early?

Here's what's troubling about that number — it's not that early is always the wrong choice. For some people, it absolutely makes sense. But for a lot of people, the reason they're taking it early has nothing to do with their actual situation.

They're taking it because they're afraid it's going to run out before they get a chance to collect.

And that fear, while completely understandable, is not the right foundation for one of the biggest financial decisions of your retirement.

Your Social Security decision deserves better than fear. It deserves facts — facts about your health, your income, your timeline, and your specific situation.

💬 Are you basing your Social Security decision on strategy — or fear? Tell us in the comments.

This content is for educational purposes only and is not to be used as legal, tax, or financial advice

09/03/2026

Imagine finding out you weren't chosen as executor — while you're already grieving. That's what happens when the conversation doesn't happen first.

Full episode explains what to say and when.

09/03/2026

THE CONVERSATION YOUR KIDS NEED

You’ve had the stranger-danger talk.

You survived the driving lessons.

You may have even made it through the birds-and-the-bees conversation.

But there’s one more conversation many families avoid:

What happens when I’m no longer here?

In Episode 23 of The Intentional Exit, Rebecca talks about why creating documents is only part of the process. Your family also needs clarity around the plan, the important conversations to have, and the questions they should know how to ask.

This episode is designed to help you prepare for that conversation from a financial-planning perspective.

For legal documents and estate-planning decisions, work with a qualified estate-planning attorney.

🎧 Watch Episode 23 of The Intentional Exit. Link in bio.

09/02/2026

We run drills for fires, tornadoes, every uncomfortable situation we might face.

Then we leave our families completely unprepared for the one moment that's coming for all of us.

New episode walks through the conversation that changes that.

New episode is live. Your estate plan only does half the job — the other half is the conversation. We walk through exact...
09/02/2026

New episode is live.

Your estate plan only does half the job — the other half is the conversation.

We walk through exactly what that conversation should cover and why it changes everything for your family when the day comes.

Link in bio.

09/01/2026

There's one conversation most families never have — and it costs them more than they know when the moment finally comes.

We're talking about it Wednesday.

Comment ME and I'll send you the free Blindspot Finder Assessment.

09/01/2026

You chose your beneficiaries—but could someone else still get a share?

Taxes can affect how much of certain inherited assets ultimately stays with your family.

With trillions of dollars expected to transfer between generations, how different assets are structured and distributed can make a meaningful difference.

In Episode 22 of The Intentional Exit, Rebecca explores the financial-planning questions that can affect what your family ultimately keeps.

Want to uncover potential blind spots in your own retirement strategy?

👉 Comment ME to get the free Blind Spot Finder.

For individual tax or estate-planning decisions, consult the appropriate qualified tax and estate-planning professionals.

08/31/2026

🔑 Monday Keys | Ep. 11 — Health

Can you comfortably get down on the floor—and get back up?

Strength, flexibility, and mobility become increasingly important as we age. Maintaining them can help you stay active and independent for the years ahead.

General health information only. Not medical advice. Talk with a qualified healthcare professional about what’s appropriate for you.

08/31/2026

Would you rather the IRS get more, or your kids get more?

Without a plan, most families are unintentionally choosing the first one.

Full episode explains how to change that.

08/29/2026

Your family may not get to choose how complicated the transfer of your wealth becomes.

But you can make choices now that help shape what they eventually receive.

There’s a big difference between leaving behind assets with no clear plan and leaving your family with an organized, thoughtful financial strategy.

That’s the bigger conversation behind the $124 trillion wealth transfer.

In Episode 22 of The Intentional Exit, Rebecca looks at the financial-planning decisions that can help families prepare for the transfer of wealth from one generation to the next.

For legal documents and estate-planning decisions, work with a qualified estate-planning attorney.

▶️ Watch Episode 22 for the full conversation.

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Fayetteville, AR
72701

Telephone

+14797175110

Website

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