In this episode, Steve discusses the pervasive misinformation in the financial world, drawing parallels to political discourse. He emphasizes the importance of proactive financial management, particularly in retirement planning, and the need for individuals to be informed and take action regarding their finances. The conversation covers strategies for managing required minimum distributions (RMDs), the significance of having a solid retirement income plan, and the role of lifestyle choices in retirement. Steve shares insights on how to navigate financial complexities and the importance of having a comprehensive approach to retirement planning.
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The Social Security Strategy You’ve Heard About… but Don’t Actually Understand
16:43

The Lobster Story That Reveals a Retirement Truth
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The Hidden Mistake in Most Retirement Plans—and How to Avoid It
15:48