What do Blockbuster, Kodak, and outdated retirement plans have in common? They all failed to evolve. In this episode, Brooks Bernhagen breaks down how recent tax legislation, market volatility, and shifting interest rates are reshaping retirement strategies. From Roth conversions to fixed index annuities, Brooks shares practical insights to help listeners protect their income, legacy, and future. Plus, a look at the risks of tech-heavy portfolios and how to avoid common planning mistakes.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

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