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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The Retirement Mistakes That Can Cost You Years Later
17:18

Why Are More Retirees Taking a Second Look at Annuities?
15:11

Are You Running Retirement Without a Plan?
17:04