What happens when retirement income meets taxes, market swings, and real-life conversations at the kitchen table? Kevin Madden breaks down how annuities are taxed, why the source of your retirement dollars matters, and how market volatility can affect income withdrawals. The conversation explores using different buckets of money for income, managing risk during downturns, and why couples often struggle to talk about retirement planning. It’s a wide-ranging look at income strategy, tax awareness, and aligning financial decisions with real retirement lifestyles.
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Inflation’s Quiet Impact on Retirement Income
15:36

When Markets Drop, Your Income Still Has to Show Up
16:49

Why Hitting Pause in Volatile Markets Can Cost More Than You Think
16:03