What if the biggest retirement risk isn’t the market, it’s having no written plan at all?
In this episode, Tony Jackson discusses why millions of Americans save for retirement without creating a roadmap for turning savings into income. He explores the value of an asset map, identifying retirement opportunities, managing long-term care concerns, protecting a legacy, and reducing financial uncertainty through a step-by-step planning process. The conversation also covers the growing impact of “gray divorce” and why couples need shared retirement goals. If retirement is approaching, this episode highlights the importance of aligning assets, income, and expectations into one clear strategy.
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