In this episode, Steve discusses the varying predictions for the stock market in 2025 and how individuals preparing for retirement can navigate these differing viewpoints. He emphasizes the importance of a methodical investment philosophy that prioritizes need over greed, utilizing tools like Market Guard to manage risk and optimize returns. Steve highlights the importance of year-end financial reviews and tax strategies to ensure clients are prepared for the upcoming year.

Is Gold Really the Golden Ticket—or a Risk in Disguise?
17:06

Are You Saving Enough—Or Spending the Wrong Way?
17:53

Why Your 401(k) Isn’t What You Think It Is
15:50