Join us for a Q&A-style deep dive as we tackle the retirement planning questions you’ve been asking:
Inflation: Learn how rising prices slowly chip away at your purchasing power — what used to cover essential expenses now may fall short.
Interest Rates: Discover the ripple effect of rate changes on income streams and savings—whether you’re holding CDs or fixed-income investments.
Stock Market Volatility: Anthony explains why market swings shouldn’t derail your long-term retirement income plan and how to stay grounded.
4% Rule: Is it still reliable? We’ll revisit this classic withdrawal guideline and see how it’s holding up in today’s environment.
Roth Conversions: Hear how moving funds to a Roth IRA can minimize future RMD pressure and provide tax-free income—plus advanced strategies like conversion “ladders.”
RMDs: What are they, when do they start, and why delaying them — or converting ahead of time — might help you save on taxes.
CDs: Unpack the benefits and pitfalls of certificates of deposit as safe, short-term income vehicles—plus why they may not keep pace with inflation.
Annuities: We’ll cover when annuities make sense, what fees to look out for, and how they compare to other income sources.
Listen in.