Facing Your Financial Fears: Baby Boomers | Smart Money Tips for Your 60s and beyond

How should Baby Boomers approach money in their 60s and beyond? As you approach or enter retirement, your financial priorities begin to shift from building wealth to making the most of what you’ve saved. Whether you're preparing to retire, recently retired or thinking about the legacy you want to leave behind, there are important decisions to make to help protect your financial future and provide for the people who matter most. Topics covered include: How to shift your financial mindset from saving for retirement to managing and using the wealth you've built Tax-efficient strategies for withdrawing money from retirement accounts and making your savings last Understanding the estate-planning essentials, including wills, trusts and powers of attorney Exploring legacy planning and charitable giving strategies that reflect your values and priorities Organizing important financial information and documents so your family knows where to find them and what to do Having meaningful conversations with family about money, inheritance and your wishes Recognizing financial fraud, scams and common threats, and taking practical steps to protect yourself and your family Panelists: Gray Dyer | Dyer & Co. Jennifer Szakaly | Caregiving Corner Brian Miller | Huntington Bank Moderator: Tony Mecia | The Charlotte Ledger Thank you to our partners Presented by: Dyer & Co. https://www.dyerand.co/ Official Banking Partner: Huntington Bank https://www.huntington.com/ Supporting Partners: The Mint Museum https://www.mintmuseum.org/ and Caregiving Corner https://caregivingcorner.com/ This series was created to give Charlotteans FREE approachable, relevant personal finance conversations about the financial decisions that matter at every stage of life. Learn more about The Charlotte Ledger and our upcoming events at thecharlotteledger.com #PersonalFinance #Investing #retirement