A surprising truth about your 401(k) could change the way you think about retirement. In this episode, Steve Anzuoni breaks down the hidden tax traps retirees face and reveals how proactive planning can help you keep more of what you’ve earned. From creating tax‑efficient income to understanding guaranteed lifetime payout options, Steve and Jessica dive into practical strategies that help retirees build confidence, clarity, and cash flow. Learn how to rethink your retirement buckets, protect your savings, and design a plan that supports the life you want.
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Why Letting One Person “Do the Money” Can Backfire in Retirement
19:18

Is Debt the Real Black Swan No One Sees Coming?
16:38

Are You Saving Enough—Or Spending the Wrong Way?
18:13