Are you worried about a recession or excited about a bull market? On this episode Steve cuts through the noise and discusses navigating the current market, Social Security optimization, and the key questions to ask when choosing a financial advisor. You'll also learn ways to help avoid costly mistakes when rolling over your 401k!

The Hidden Risk of Retirement: Are You Spending Too Little?
23:27

What If You Retire Without a Plan for Replacing Your Paycheck?
16:47

The Retirement Tax Bill Nobody Sees Coming
16:08