Vishaw Sondhi is a financial advisor and accounting and tax professional with more than 30 years of experience helping individuals and business owners make informed financial decisions and prepare for retirement.

In this episode, Vishaw joins Katie Beth Hand to discuss building a retirement plan that addresses lifetime income, long-term care, taxes, and legacy planning. He explains why starting early creates more options, while emphasizing that it’s never too late to assess where you are and take the first step.

Key Takeaways:

● Start Retirement Planning Early: More time gives you greater flexibility to build savings, prepare for future expenses, and create a sustainable retirement strategy.

● Plan for Income for Life: A retirement plan should account for longer life expectancies and provide dependable income throughout retirement.

● Prepare for Long-Term Care: Planning ahead for potential care needs can help protect your finances and reduce dependence on family members.

● Get a Financial Checkup: Regularly reviewing your finances, policies, estate documents, and retirement strategy can uncover gaps and new opportunities.

● Know Where You Are Today: Creating a clear picture of your assets, debts, goals, and desired retirement lifestyle is the first step toward building an effective plan.

Connect with Vishaw:

Website: https://www.vsondhicpa.com/

Facebook: https://www.facebook.com/vsondhicpa

LinkedIn: https://www.linkedin.com/in/vishaw-sondhi-cpa-pfs-ricp%C2%AE-ab717b26/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/