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.

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