What if your retirement plan could be derailed by one overlooked decision? This episode dives into the real risks and rewards of Roth conversions, private equity, and the shifting landscape of retirement portfolios. Gary Garner and Vicki Miller break down why personalized advice matters, how to manage risk when the paycheck stops, and why guaranteed income is essential for lasting financial security.

The Five-Year Wake-Up Call Before Retirement
17:38

I’m Done—Can I Actually Retire Now?
14:18

When Retirement Anxiety Isn’t About the Market Crash
16:27