In this episode, Steve discusses various strategies for retirement planning, focusing on tax strategies, the benefits of fixed index annuities, market trends, and the importance of balancing risk and income. He emphasizes the need for comprehensive planning to address longevity and healthcare costs, as well as the role of trusts in protecting assets.

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