Dave and Patti share how their relationship has grown over the years, the role music has played in their lives, and what it truly means to enjoy retirement with intention. This episode explores the deeper side of financial planning; not just preparing for retirement, but living it fully, joyfully, and together.
From lifelong partnership to family values and staying connected through every season of life, this conversation is a reminder that living your best life is about more than numbers; it’s about relationships, shared experiences, and love that lasts.
🎯 In this episode, you’ll hear about:
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#LiveYourBestLife #RetirementLifestyle #LoveAndLegacy #LYBL
Investment advisory services are offered through Strategic Wealth Advisors Group, Inc., an SEC registered investment adviser located in Utica, MI. Insurance products and services are offered through Strategic Wealth Insurance Group, Inc. Strategic Wealth Advisors Group, Inc. and Strategic Wealth Insurance Group, Inc. are affiliated companies. Neither Strategic Wealth Advisors Group, Inc. or Strategic Wealth Insurance Group, Inc. are affiliated with or endorsed by the Social Security Administration or any government agency.
Investment advisory services are offered through Strategic Wealth Advisors Group, Inc., an SEC registered investment adviser located in Utica, MI. Insurance products and services are offered through Strategic Wealth Insurance Group, Inc. Strategic Wealth Advisors Group, Inc. and Strategic Wealth Insurance Group, Inc. are affiliated companies. Neither Strategic Wealth Advisors Group, Inc. or Strategic Wealth Insurance Group, Inc. are affiliated with or endorsed by the Social Security Administration or any government agency.