185: Retirement Tips: Estate Planning, Trust Funds, and Benefits for U.S. Workers with Lisa Drennon

In this episode of Saving With Steve, host Steve Sexton is joined by the Founder of I Date Money, Lisa Drennon, who is a Wealth Activator & Independent Insurance Broker who has been in the finance and insurance industry since 1987.

Today, Lisa joins us to share great insight into retirement and estate planning tips, trust funds, and benefits available to US workers.

Lisa Drennon is the founder of I Date Money.

She is a Wealth Activator & Independent Insurance Broker who has been in the finance and insurance industry since 1987.

From self-sabotage to sovereignty she rewrote her money story, paid off $100k of debt in 6 months by implementing her unconventional Money Multiplier System, the very strategy that enabled her to retire 2 ½ years early and move to her dream home at the beach as a multi-millionaire.

She is now on a mission to help one million women become millionaires without sacrificing their self sovereignty by falling head over heels in love with money.