What happens if the market stumbles just as you’re preparing to live on your savings? Kevin Madden explores the balance between growth, risk management, and creating reliable retirement income. The conversation covers why some investors seek alternatives to stock market volatility, how guaranteed income strategies fit into retirement planning, and the importance of knowing whether your savings can support a long retirement. Kevin also discusses preparing for unexpected early retirement, building confidence through income planning, and navigating family conversations about inheritance, legacy goals, and financial expectations.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

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