In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash discuss key retirement planning considerations for middle America, including Social Security coordination, retirement income concepts, healthcare planning, and longevity risk. The conversation highlights how advisors can deliver greater value through education, efficiency, and thoughtful planning strategies for today’s mass‑affluent families.

This content is for educational purposes only and does not constitute investment, insurance, tax, or legal advice. Strategies discussed may not be suitable for all individuals and any guarantees are subject to the claims‑paying ability of the issuing insurer. Consult a qualified professional for guidance specific to your situation.