What if your retirement lasts 40 years—will your savings keep up? This episode breaks down why a large 401(k) balance isn’t the same as a reliable income plan and why longevity is reshaping retirement strategy. Steve Anzuoni explains how to turn scattered savings into a structured “paycheck,” the role Social Security plays, and why timing matters when claiming benefits. The conversation also explores tax diversification, guaranteed income concepts, and how each financial piece should fit together. It’s a practical look at building clarity around income, not just accumulating assets.
SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!
Get a Copy of Steve's Book - Tee Up Your Retirement!

The Roth IRA Rule Change That Could Reshape Your Plan
18:21

Donald Trump Jr Has Retirement Advice for You
14:32

The “A Word” Making a Comeback in Retirement Planning
17:55