06/17/2026
“Retirement planning isn't just about dollars and cents—it's about understanding what's important to you.”
In this clip from the Money Matters Podcast, Michael and Casey discuss why getting to know clients on a personal level is so important. By understanding your goals, passions, and vision for retirement, we can help create a plan designed around the life you want to live.
Watch the clip and let us know: What is one thing you're most excited to do in retirement?