If a sudden 18% market drop hit twelve months before your retirement date, would your lifestyle survive the impact? Host Marc Oslar dives into the "roller coaster" of today’s economy, from geopolitical shifts and midterm volatility to the looming Social Security shortfall. This episode breaks down the "Preservation, Income, and Growth" model, exploring how structured notes and fixed index annuities can provide a safety net when the market wavers. Learn why knowing the "cost of being you" is the ultimate key to a confident, worry-free retirement.
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Stepping or Tiptoeing? How to Start Your Retirement with Confidence
49:13

Market Amnesia: Why Your Brain Forgets the Crashes That Matter
51:25

The Spending Struggle: Overcoming the Fear of a Declining Balance
49:29