

Can AI Really Plan Your Retirement?
Can artificial intelligence really help you plan for retirement, or is it missing the most important part of the conversation? Steve Anzoni explores a recent study showing how AI-generated financial guidance can vary widely and explains why retirement planning requires more than algorithms and gene…

The Retirement Tool More Advisors Are Finally Talking About
What if the most overlooked retirement tool is making a comeback just when uncertainty has retirees on edge? Steve Anzuoni explains why more advisors are turning to annuities as part of retirement income planning and discusses the importance of steady cash flow, avoiding emotional investment decisi…

You Don't Need $1 Million to Retire? Here's Why
Do you really need a million dollars to retire, or is that number distracting you from what matters most? Steve Anzuoni challenges the common retirement benchmark and explains why retirement success is often driven by reliable income rather than account balances. He discusses the 4% withdrawal rule…

Do You Really Know What’s in Your Retirement Plan?
What if the biggest retirement mistake isn’t choosing the wrong annuity—but not understanding what you already own? Steve Anzuoni breaks down why annuities create so much confusion, how retirees can avoid costly planning mistakes, and why guaranteed income plays a critical role in long-term retirem…

Retiring Into a Market Drop? Here's the Risk Many Miss
What happens if retirement begins just as the market takes a downturn? Steve Anzuoni discusses why retirees need more than portfolio growth—they need a strategy for reliable income and cash flow. The conversation explores proactive planning, sequence-of-returns risk, guaranteed income sources, evol…

Stop Hoarding Wealth—Start Funding Your Life
Are you saving for retirement—or saving yourself from actually living it? This episode explores how fear of running out of money leads many to hoard wealth instead of creating meaningful experiences. Steve Anzuoni discusses shifting the focus from accumulation to income, using strategies that prior…

The Retirement Paycheck That Changes Everything
What if retirement confidence came down to one thing—your paycheck? Steve Anzuoni breaks down why income planning—not market performance—is the foundation of a steady retirement. He explains how combining income strategies with wealth management can reduce guesswork, create reliable cash flow, and …

Your 401(k) Was Never Meant to Be Your Paycheck
What if your retirement plan isn’t built to replace your paycheck? This episode breaks down why 401(k)s alone may fall short and how retirement really comes down to creating reliable income. Steve Anzuoni explains the gap between expectations and reality, the risks of relying on hypothetical projec…

The Roth IRA Rule Change That Could Reshape Your Plan
Could your retirement plan be quietly costing you more than you realize? Steve Anzuoni breaks down the surprising pros and cons of moving retirement funds, including proposed changes to Roth IRA rules and what they could mean for your control and taxes. He highlights the hidden impact of fees, the …

Donald Trump Jr Has Retirement Advice for You
A conversation at Mar-a-Lago brings an unexpected takeaway: retirement success starts with one word—planning. Steve Anzuoni breaks down insights from Donald Trump Jr. on why early preparation, understanding the fundamentals, and staying adaptable matter at any income level. Steve explores how disci…