The retirement challenges many people miss aren’t found in the market—they appear when life changes unexpectedly. In this episode, Jim Fox explores the financial impact of losing a spouse and why taxes, income changes, and planning gaps can create added stress during an already difficult time. He explains why retirement planning goes far beyond investment returns, highlighting the importance of income strategies, tax awareness, and preparing for life’s “what ifs” before they happen. It’s a candid discussion making sure your plan is built for more than just the best-case scenario.

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