You’ve spent decades building a "lead" in your retirement fund, but are you prepared to protect it when the game is on the line? In this episode, Marc Oslar breaks down why hitting the million-dollar milestone is only half the battle. We explore the transition from growth-obsessed 401ks to "preservation tactics" that prioritize reliable monthly income. From navigating the complexities of Social Security to understanding how annuities and structured notes fit your risk tolerance, we discuss how to stop "guesstimating" your future. Learn how to align your assets for a stable, tax-efficient retirement.
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The 18% Midterm Slide: Is Your Retirement Ready?
51:51

The P.I.G. Strategy: Protecting Your Millions from Market Volatility
49:42

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