With over 12,000 individuals reaching the age of 65 daily, the landscape of retirement is rapidly evolving. In this episode, Steve sheds light on the nuances of Medicare enrollment, offering invaluable insights into navigating the complexities of healthcare coverage during retirement.

Steve's expertise extends beyond retirement age demographics to encompass portfolio rebalancing strategies. Addressing common misconceptions surrounding 401(k) plans and IRA rollovers, Steve provides clarity on tax implications and investment diversification. By exploring alternative investment options and personalized risk assessments, Steve empowers listeners to optimize their retirement savings and mitigate financial risks.

Want to meet with Steve and put together a personalized retirement plan? Call Steve today!