In this episode Steve discusses various financial strategies, focusing on tax implications, retirement planning, market dynamics, and the emotional aspects of financial decision-making. He emphasizes the importance of Roth conversions, the need for income and protection in retirement, and the necessity of addressing Social Security issues. The conversation also touches on market corrections and the importance of a balanced investment strategy.

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

The Retirement Tax Bill Nobody Sees Coming
16:08

Why Retirees Spend Differently Depending on Where Their Income Comes From
14:49