Plan, Don't Panic: Your Financial GPS for Life

In this episode the Legacy Trust team explains what a financial plan is and how it acts as a roadmap or GPS to help you meet goals like retirement, travel, education, long-term care and legacy gifts.

They cover practical tools such as Monte Carlo "spaghetti" models, conservative assumptions for inflation and Social Security, the importance of updating plans regularly, and how plans turn money into a tool aligned with your values.