Is your retirement portfolio safer than you think, or riskier than you realize? Kevin Madden explains how hidden investment risks, market volatility, and poor diversification can affect retirement outcomes, especially as retirement gets closer. He shares a real-world example of uncovering unexpected portfolio risks, discusses strategies for managing required minimum distributions (RMDs), and explores how tax planning, Roth conversions, and retirement income strategies may help create greater financial stability. The conversation also covers rising interest rates, guaranteed income concepts, and why financial "contentment" starts with a well-structured retirement plan.

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Your roadmap will include:

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