Is FOMO pushing investors to take more risk than they realize? Kevin Madden discusses how market euphoria, AI-driven uncertainty, and retirement planning challenges can influence financial decisions. He explains why understanding risk tolerance, creating a retirement income strategy, and preparing for market downturns matter more than chasing hot investments. The conversation also explores how AI may affect late-career workers, the value of human guidance in retirement planning, and why proactive tax planning can help retirees avoid costly surprises from required minimum distributions later in life.
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The Retirement Tax Trap Most Savers Never See Coming
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Why More Retirees Are Taking a Second Look at Annuities
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What Dolly Parton Can Teach Us About Retirement
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