In this conversation, Dan discusses the complexities of retirement planning, focusing on withdrawal strategies, the significance of the sequence of returns, and the role of annuities in providing financial security. He emphasizes the need for personalized financial planning and the importance of understanding the purpose of each asset in a retirement portfolio.

Keep More, Pay Later: The Power of Deferred Sales Trusts
18:23

Capital Gains: Strategies the Wealthy Actually Use
20:32

Investing 101 Part 2
26:21