Golden Years: A Roadmap to Navigate RetirementGolden Years: A Roadmap to Navigate Retirement
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The Financial Gaps Most Retirees Never See Coming

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Golden Years: A Roadmap to Navigate Retirement

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased per 
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Most people reach retirement with big financial blind spots—and no one ever warned them. On this episode, Mark Cordner breaks down why financial literacy matters more than ever, from understanding taxes in retirement to navigating annuities, guaranteed income, and long-term planning choices. The conversation covers common misconceptions, why many retirees feel overwhelmed, and how education—not guesswork—plays a central role in building clarity and confidence. The discussion also explores work-optional lifestyles, staying engaged with your finances, and why understanding how money works is a responsibility that can’t be outsourced.

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Golden Years: A Roadmap to Navigate Retirement

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (o 
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