Winning at the Margins in Retirement – In the Know with Craig Bolanos (6-28-2026)

In this episode of In the Know with Craig Bolanos, we discuss how coordinated estate planning and portfolio strategy can help retirees win at the margins, including powers of attorney, trusts, bond ladders, dividend growth, downside protection, and private infrastructure. Whether you’re approaching retirement or already retired, this episode will help you protect your purchasing power, strengthen your income plan, and bring the different parts of your financial life together. About In the Know with Craig Bolanos Hosted by Craig Bolanos, Co-Founder and Wealth Advisor of VestGen Wealth Partners, this radio show brings you practical insights on investments, market trends, retirement planning, and strategies to help you get retired and stay retired. Learn More & Connect Visit: https://hubs.ly/Q04prG7M0 Follow VestGen on LinkedIn: https://hubs.ly/Q04pryg10 Listen to more episodes: https://hubs.ly/Q04prrK20 The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen Wealth Partners or Private Client Services. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. All information is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged, and all investing carries risk. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.