Could your biggest retirement challenge be the success you've already achieved? In this episode from this past weekend’s radio show, Jon Hicks discusses how market uncertainty, rising account balances, and large tax-deferred retirement accounts can create unexpected decisions in retirement. He explores balancing growth, income, and protection, how required minimum distributions can affect taxes and Medicare costs, and why a clear retirement checklist may help simplify complex financial choices. The conversation also covers risk management, Roth conversion strategies, and the importance of prioritizing key retirement planning goals.

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