On this episode:
Some people retire with strong finances but still struggle—because retirement isn’t just about the numbers.
Why are annuities suddenly gaining traction among retirees?
Retirement withdrawals aren’t always rule-based—how you pull income can be more flexible than you might expect.
Family inheritance plans can look simple on paper, but real-life dynamics often make them far more complicated.
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Has the Financial Industry Been Lying to You?
11:41

A Headline the Financial Industry Is Going to Hate | Should You Have All Your Retirement in a 401(k)? | Retirement Tactics That Have Become Out of Date
51:38

Avoiding Mistakes in the First 5 Years of Retirement | Too Many Assumptions in an IRA-to-Roth Conversion? | How Did This Guy Get Stuck in Probate for 5 Years?
48:21