What if your 401(k) is quietly becoming a financial minefield? In this episode, Mark Cordner breaks down the risks and realities of private equity in retirement plans, the sacred nature of retirement money, and why fixed annuities might be a safer bet. From Roth conversions at age 90 to the emotional spending habits tied to Amazon, this conversation is a wake-up call for anyone nearing retirement. Learn how to protect your future with smart strategies and a two-pocket approach to risk.

Are You Ready to Embrace Your Golden Years?

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