In this episode of Redefine Retirement, Ryan Wheless sits down with Becky Ruby Swansburg, CEO of Stonewood Financial and one of the nation’s foremost experts on legislative risk in retirement. With a background in public policy, a sharp understanding of tax law, and a passion for empowering retirees, Becky brings a unique and urgent perspective to the conversation.
Together, Ryan and Becky unpack why today's retirees must think beyond traditional financial advice. From stealth taxes and rising IRMAA surcharges to the SECURE Act and growing legislative pressure on retirement accounts, Becky outlines how retirees can build tax-efficient, legislation-proof strategies to protect their future.
🔗 Learn more and connect with Becky Swansburg at: StonewoodFinancial.com
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