Ever wondered if that “slam dunk” retirement strategy is really right for you? In this episode, Steve Anzuoni breaks down the complexities of Roth conversions, challenge the latest portfolio trends, and share real-life stories of retirement wins and pitfalls. Discover why personalized advice—and not DIY shortcuts—can make all the difference in your financial future.
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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