In this episode, Steve discusses the critical differences between tax filing and tax planning, emphasizing the importance of proactive financial strategies. They explore how recent political changes may affect financial decisions, stressing the need to focus on controllable factors. The conversation also delves into the often misunderstood world of annuities, explaining their types, benefits, and how they can serve as a reliable income source in retirement.

When Your Paycheck Retires Before You Do
15:18

Saved Enough… But Still Not Sure You Can Retire?
19:41

When Bills Collide with Retirement
16:32