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.

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

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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.