Steve dives into the disconnect many Americans aged 50 and older may face regarding retirement planning. Discover why confidence in retirement could be low and the critical role a financial professional can play in helping achieve retirement readiness. Steve shares real-life examples, including a surprising case of a doctor with $2.7 million who couldn't retire and a couple with modest savings who could.

Learn about the different types of annuities, their pros and cons, and potential ways they can fit into your financial plan. Steve addresses common misconceptions and provides valuable insights on optimizing Social Security, tax strategies, and legacy planning.

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