What does it take to create a legacy and spend confidently in retirement—without leaving behind uncertainty or missed opportunities for loved ones? Barry Watts and Amy Sharp, joined by Matt Dean, dive into the emotional and practical shifts that come with stepping into retirement. Explore the challenges of letting go of decades-long habits of saving, learn how couples can balance spending with legacy goals, and discover why thoughtful guidance, holistic planning, and comfort with your advisory team are key to navigating topics like estate planning, taxes, and Medicare. Find out how the “six steps to retirement confidence” can help you preserve your wealth, support your family, and enjoy meaningful experiences—while making sure your plan is about more than just numbers. Will your retirement leave a lasting impact both financially and personally?

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