What if your retirement income increase is already a year behind rising prices? Ryan Moore examines the limitations of Social Security COLA, the pressure of “funflation,” and ways different financial tools may fit within a broader income plan. He also discusses preparing for routine market corrections, stress-testing a retirement strategy, and using AI as a tool rather than a substitute for human judgment. The conversation highlights the importance of balancing growth, liquidity, lifestyle spending, taxes, and long-term goals.

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