In this conversation, Kevin discusses the importance of setting financial goals for retirement in 2025, addressing market volatility, the role of annuities in providing guaranteed income, and the need for a diversified retirement plan. He emphasizes understanding risk tolerance, especially for baby boomers facing a retirement crisis, and the impact of inflation on financial planning. The discussion also touches on finding purpose in retirement and the importance of proactive planning to ensure a comfortable lifestyle.

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