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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When “Dumb Money” Shows Up: Reading the Real Market Signals
14:21

Why Market Headlines Can Wreck a Retirement Plan
17:19

The Retirement Risk No One Talks About: Income Without a Plan
18:15