What happens when retirement is getting closer, but you're still unsure how all the pieces fit together? On this episode, Eric Hutter discusses the questions many pre-retirees are asking, from Social Security claiming strategies and retirement income planning to Roth conversions, required minimum distributions, and managing market risk. The conversation explores the difference between building wealth and turning savings into income, why financial literacy matters, and how retirees think differently about guaranteed income versus investment withdrawals. It's a practical look at preparing for retirement with greater clarity and confidence.

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