Why do retirees spend money more confidently when it arrives as income instead of sitting in an investment account? This episode explores the powerful connection between guaranteed income, retirement confidence, and financial decision-making. Mark Cordner discusses annuities, Social Security, and the mindset shift required when moving from saving for retirement to living in retirement. The conversation also covers financial literacy, the risks of carrying student loan debt into retirement, and why preserving assets can become more important than chasing returns. It’s a practical look at balancing income, risk, and expectations in the retirement years.
Are You Ready to Embrace Your Golden Years?

The Fed Changed Rates. Should Retirees Change Their Plans?
16:50

Is Retirement About Growth or Safety? The Debate That Changes Everything
15:31

Rising Rates, Falling Confidence: Should Retirees Be Worried?
16:38