In this episode, Jay Dorso discusses the importance of having a structured spending plan for retirement, emphasizing the need for flexibility and simplicity in financial planning. He addresses common concerns about spending guilt and the emotional aspects of retirement finances. The conversation also covers modernizing retirement strategies, planning for longevity, and answering listener questions about retirement planning.
Reach Jay at 800-351-8836.

Mastering Retirement Tax Strategies
54:20

Understanding Annuities: The Good, The Bad, and The Options
54:26

Avoiding Retirement Pitfalls
51:48