The pressure ramps up as retirement gets closer—and one wrong move can change everything. Using a March Madness-style analogy, the conversation breaks down why confidence in retirement isn’t about hitting a magic number, but about how income is structured once paychecks stop. The discussion centers on covering essential “gotta-have” expenses with reliable income sources, addressing Social Security uncertainty, and reducing reliance on market swings. The episode explores how reallocating assets, creating a personal pension, and planning for longevity can help retirees feel less anxious and more in control as they transition into retirement.

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