Celebrating Mom

08/05/2025 53 min
Celebrating Mom

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Episode Synopsis

In honor of Mother’s Day, and as a way to recognize everything moms have done for us, let’s take a few minutes to talk about how you can best make sure that mom is financially taken care of…In this episode of Financial Game Plan, financial advisor Cody Rose and co-host Mark Elliott take a closer look at a key aspect of retirement planning. Whether the topic is optimizing tax strategies, planning for Social Security benefits, evaluating long-term care solutions, responding to market fluctuations, establishing legacy plans, or reviewing Medicare options, each discussion is designed to help listeners consider steps suited to their circumstances. Tune in for straightforward guidance that demystifies retirement topics and empowers you to make informed decisions about your financial journey.