Living Healthy and Aging Well – April 22, 2023
Valerie Thomas, a Certified Trust and Fiduciary Advisor at Minneapolis-based firm Marquette Wealth Management, joins host Ken Haglind on “Living Healthy and Aging Well” radio show to discuss good financial practices in retirement years. The transition to retirement is an adjustment, and a healthy money mindset helps people adjust to the balance of living off their savings and being generous with their wealth. Local and known for a relational and empathetic approach to helping clients throughout all of life’s transitions, Marquette provides diversified financial services and partners with clients in meeting their investment, estate planning, philanthropic and other financial needs. To learn more, visit marquettewm.com or call (612) 661-3770.
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