The Larsen Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.
As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.
Conversations about values and wishes for their estate are as important as the planning itself.