Ready, Set, Retire!Ready, Set, Retire!

The key to a proactive retirement plan

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In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky.

Here are some of the key takeaways you'll learn in this episode:

  • The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k).
  • How annuities can provide guaranteed income for life, even if the market performs poorly.
  • The impact of the expiring Trump tax cuts on retirement income and strategies to potentially lessen the impact.
  • The importance of getting a second opinion on your retirement plan from a qualified professional. 

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  1. Ready, Set, Retire!

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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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