History doesn't always repeat, but it often rhymes, and today’s economic shifts—from inflation to technological leaps—strikingly mirror the era that preceded the Great Depression. In this episode of Retirement Simplified, Curtis James explores why the investment strategies that grew your wealth in your 30s could jeopardize your future in your 60s. We break down the "all-weather" portfolio, the truth about the seven types of annuities, and how to bucket your assets for maximum tax efficiency. Learn how to transition from a growth mindset to a guaranteed income strategy that secures your lifestyle regardless of market volatility.
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The Magic Number Myth: Why Your 401(k) Isn’t a Plan
44:39

The 40% Success Rate: Why Most Retirement Budgets Fail
45:01