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.

When Bills Collide with Retirement
16:32

A Bigger Refund Is Just the Beginning
16:38

Why Letting One Person “Do the Money” Can Backfire in Retirement
19:18