In this episode Steve discusses the importance of understanding annuities and guaranteed income, the concept of micro retirements, and the significance of financial planning for retirement. They explore how individuals can diversify their assets, drawing lessons from celebrities like John Legend, and provide insights into what to expect during a financial consultation.

The Social Security Strategy You’ve Heard About… but Don’t Actually Understand
16:43

The Lobster Story That Reveals a Retirement Truth
13:15

The Hidden Mistake in Most Retirement Plans—and How to Avoid It
15:48