Michele Stewart and Morgan Patrick explore the shift from net worth to time wealth. They discuss family experiences, giving while you can see its impact, and making room for health and enjoyment alongside the household expenses a retirement plan must cover.

Call 888-910-1698 or text SAFE to 600-700 to ask about a no-cost, no-obligation appointment with Michele. Countdown Retirement with Morgan & Michele.

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When every retirement decision leads to another worry, a clear starting point can help. Michele Stewart and Morgan Patrick discuss the overthinker's guide to retirement, beginning with essential monthly expenses and how dependable income sources fit those needs.

To ask about a no-cost, no-obligation appointment with Michele, call 888-910-1698 or text SAFE to 600-700. You can also click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

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In this episode, Michele Stewart discusses how the way women live today sets the blueprint for future generations, emphasizing financial transparency, health advocacy, and continuous reinvention. The conversation offers actionable steps for women in their 50s, 60s, and 70s to empower themselves and model strength for younger women.

If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

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In this episode, Michele Stewart Wealth Strategist with Capital Financial discusses essential retirement planning strategies, including guaranteed income, social security, healthcare, and the importance of a comprehensive plan tailored for women aged 50 to 79. Michele shares actionable steps to help women secure their financial future and enjoy retirement with confidence.

If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

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In this episode, Michele Stewart, Wealth Strategist at Capital Financial, discusses the importance of a fall rebrand. The rebranding is for retirement planning, focusing on financial strategies, healthcare, estate planning, and the significance of making informed decisions to secure your future.

If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

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This episode focuses on the unique retirement challenges faced by female business owners and entrepreneurs. Michele Stewart shares actionable strategies to build wealth, plan for longevity, and ensure financial security for women in business.

If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

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In this episode, Michele Stewart, a wealth strategist, discusses mid-year financial planning, especially tailored for women, covering topics like retirement strategies, tax planning, and the importance of a personalized financial plan.

If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

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In this episode, Michele Stewart, a wealth strategist, shares essential insights for women in their 50s, 60s, and 70s about planning for retirement, managing healthcare, and securing financial independence. Discover practical strategies to navigate the complexities of retirement planning and ensure a confident future.

If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

See omnystudio.com/listener for privacy information.