Many retirees feel anxious about spending their savings, but the real key to enjoying retirement is having a clear, reliable income plan. In this episode, Jason Bergey explains how annuities can boost spending confidence, why a well-structured withdrawal strategy matters, and how to avoid common pitfalls with Social Security, RMDs, and taxes. You’ll hear why simplifying your plan and focusing on monthly income—rather than just growing your nest egg—can help you spend with less stress. Plus, Jason breaks down the math behind claiming strategies and shares how clarity leads to peace of mind in retirement.

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