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 Retirement Tax Trap Hiding in Your Income Plan
18:37

The Annuity Debate: Tool of the Past or Fit for Today?
16:04

When Market Fear Shapes Retirement Decisions
15:47