Ready, Set, Retire!Ready, Set, Retire!
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Boomers, Markets, and the Income Question That Matters Most

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Will the retirement wave of baby boomers reshape the markets, or is the bigger challenge creating income that lasts? Steve Anzuoni discusses why retirement planning may be about more than market performance, including longevity, withdrawal strategies, inflation, risk management, and the importance of balancing growth with dependable income. They explore concerns surrounding the 4% rule, planning for longer lifespans, market volatility, and the value of reviewing retirement plans as life changes. The conversation focuses on building a retirement strategy designed to adapt through changing markets and changing personal circumstances.

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Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to prote 
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