The conversation discusses the stock market's performance in the first 100 days of the year and its potential impact on the rest of the year. It emphasizes the importance of diversification and having a plan to protect retirement savings. Steve suggests the use of lifetime income annuities as a way to create a personal pension and provides information on how to set up these annuities.

Saved Enough… But Still Not Sure You Can Retire?
19:41

When Bills Collide with Retirement
16:32

A Bigger Refund Is Just the Beginning
16:38