Whether you are worried that the 2020s are mirroring the "Roaring Twenties" or you are simply trying to navigate the shift from paychecks to personal savings, retirement planning can feel like a high-stakes puzzle. In this episode, Marc Oslar breaks down the "nuts and bolts" of financial security, from the necessity of guaranteed income to the advantages of Roth conversions. Learn why an "all-weather portfolio" is essential for market preservation and how to manage the complexities of the great wealth transfer. Discover how to turn your flat 401k into a dynamic source of lifetime income.
Schedule your complimentary appointment today: MOREtoRetire.com

The Paper Millionaire Trap: Is Your 401(k) Ready for Reality?
51:49

The Retirement Tax Trap: Is Uncle Sam Your Biggest Beneficiary?
52:47

The Paycheck is Now You: Solving the Retirement Puzzle
50:03