What happens if the retirement income you’ve been counting on turns out to be smaller than expected?
In this episode, Kip Hutto discusses concerns surrounding Social Security, the potential impact of future tax increases, and why many retirees may need additional income strategies. He explores Roth conversions, the shift from pensions to 401(k)s, fixed indexed annuities, and the importance of retirement education across generations. Kip also shares how personal experiences shaped his passion for helping families prepare for retirement and why understanding how to turn savings into income may be one of the most important retirement conversations you can have.

Are Your Retirement Savings Headed for an Unexpected Tax Trap?
19:20

Why Financial Jargon Fails the People It’s Meant to Help
22:19

From Big Life Moments to Retirement Decisions
17:27