Allen spends this episode digging into why reviewing your annuities isn’t just smart—it could be the key to protecting your entire retirement plan. Along the way, he tackles taxes, Medicare, Social Security, and the latest inheritance law changes, breaking it all down in plain English. And beyond the numbers, he reveals how finding purpose can make your retirement more fulfilling than you ever imagined!

Rollover Jackpot: Turn Your 401(k) into Paychecks for Life
51:18

Volatility Got You Spooked? Build the Retirement Shield That Never Blinks
51:22

Wills vs. Trusts? The Estate-Planning Trap You Can’t Afford to Ignore
51:05