When everyday expenses start competing with your future, where should the line be drawn? On this episode Steve Anzuoni breaks down why tapping retirement accounts can be a costly move and why separating money by purpose matters more than ever. The conversation explores “bucket” strategies for income, emergencies, inflation, and fun, along with real-world examples of using existing assets to manage debt. The episode also dives into new retirement contribution rules, lesser-known planning options for high earners, and why protecting your finances from cyber fraud now belongs in every retirement discussion.
SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!
Get a Copy of Steve's Book - Tee Up Your Retirement!

A Bigger Refund Is Just the Beginning
16:38

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