Are you ready to discover how one decision could boost your retirement income beyond the “4% rule”? This episode dives into new catch-up contribution rules, the power of Roth conversions, and real-life stories of retirees who turned their savings into guaranteed income. Learn how to build a personalized retirement roadmap, tackle rising healthcare costs, and make your money work smarter for your future—all without cookie-cutter advice.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

• A retirement income strategy
• A test to see how long your money will last
• A tax-planning strategy

See omnystudio.com/listener for privacy information.