In this episode, Steve discusses the impact of the upcoming election on financial planning, emphasizing the importance of staying focused on long-term investment strategies despite market volatility. He also delves into retirement withdrawal strategies, the significance of Social Security optimization, and addresses common misconceptions about annuities, providing listeners with actionable insights for their financial futures.

Why Be the Richest Person in the Graveyard?
13:04

From Saving to Spending: Navigating the First Years of Retirement
16:53

Frozen by Uncertainty? What Inaction Could Be Costing You
14:08