In this episode Steve discusses the current state of national debt and interest rates, emphasizing the implications for retirement planning. They explore strategies for preparing for retirement, including the importance of understanding financial products like annuities and 401ks. The conversation also delves into the emotional aspects of transitioning into retirement, highlighting the need for planning not just financially but also in terms of how to spend one's time post-retirement.

Turn Tax Time Into a Retirement Advantage
18:27

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