In this episode, Steve discusses various aspects of financial planning, including the impact of political changes on investments, considerations for relocating during retirement, the complexities of annuities, and the importance of planning for long-term care. He also addresses common retirement myths that can mislead individuals in their financial decisions. The conversation is enriched with personal anecdotes and practical advice for listeners navigating their financial futures.

Volatility, Taxes, and the One Retirement Choice You Can’t Undo
13:14

Hear From New Member of Aul Financial Family Tracey Richardson
11:53

Market Pullbacks, Retirement Paychecks, and the Cost You Didn’t See Coming
15:06