Steve talks about the future of Social Security and the need to make decisions to protect retirement income regardless of political changes. He also discusses the possibility of a stock market pullback before the election and the importance of using a methodical and non-emotional approach to investment decisions. Steve advises on Roth conversions and the potential benefits of tax planning for those with large IRA or 401k assets.

The Truth Behind Your Tax and Social Security Assumptions
14:40

Are You Too Afraid to Spend Your Own Money?
15:42

Before You Move to Naples—Listen to This!
14:21