Legacy Planning: More Than Just Money (Ep. 18)

What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting?

Join Ryan and Tyson Thacker, the Retirement Brothers from B.O.S.S. Retirement Solutions, as they dive deep into the concept of legacy. In this heartwarming episode, they share personal stories about their upbringing and the legacy their own parents created. They discuss the importance of not only passing on financial wealth but also the principles and values that define a family. Whether you’re looking to ensure that your children avoid the pitfalls of financial disputes or simply want to be remembered for the relationships you built and the values you upheld, this episode is quite revealing. They also explore the idea that your legacy doesn’t have to be about grand gestures—it’s the daily actions and consistent values that count.

Ryan and Tyson discuss:

• [00:01:59] Personal anecdotes from their family’s legacy
• [00:09:27] The story of their cabin and lessons learned
• [00:21:18] Insight into the B.O.S.S. Retirement Blueprint
• [00:27:08] The critical role of intentional planning

Resources:

• The B.O.S.S. Retirement Blueprint
• The 7 Habits of Highly Effective People. Stephen R. Covey’s

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• Text BLUEPRINT to (435) 500-0665
• Call: (800) 769-7550
• or Click Here

Connect with Tyson Thacker: 

• LinkedIn: Tyson Thacker
• BOSSRetirement.com 

Connect with Ryan Thacker: 

• LinkedIn: Ryan Thacker
• BOSSRetirement.com 

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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services. 

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.