Steve breaks down the concept of "reasonable optimism," emphasizing the importance of not just expecting a bright future but preparing for inevitable setbacks and market challenges. They share real-life examples, highlighting the significance of having a robust retirement strategy that focuses on long-term goals.

Discover how to make the most of windfalls, such as the proceeds from selling a home, and redirect them strategically into retirement plans. Steve's practical advice, delivered at a New England pace, guides listeners on maximizing contributions to a 401K and taking advantage of pre-tax options for significant write-offs.

Ready to take control of your financial future? Call Steve today  - 508-544-0560!