In this episode, Kevin discusses the current economic landscape, focusing on interest rates, market psychology, and the importance of having a solid retirement plan. He emphasizes the need for clients to remain calm amidst economic uncertainty and highlights strategies for maximizing retirement income through annuities. The conversation also touches on the historical significance of October in the financial calendar and the necessity of data-driven decision-making in retirement planning. Kevin encourages listeners to seek professional advice to ensure their financial strategies align with their retirement goals. 

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Your roadmap will include:

• A retirement income strategy
• A test to see how long your money will last
• A tax-planning strategy

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