During this episode David begins discussing Longevity Risk. This will be a reoccurring topic that addresses long term care, not running out of money, and leaving a legacy you can be proud of; to name a few. If you are 5 years away from retirement, now is the time to get serious about putting money into a Roth; but if you are 1 year away you should wait.

Why? Listen in and David will explain.

https://www.cfci.us/2025-the-final-drive