In this episode of Mastering Your Wealth Podcast, David discusses the importance of having a comprehensive financial plan, particularly when considering annuities and retirement income strategies. He emphasizes the need for a strategic income plan to ensure financial stability in retirement, warns against cookie-cutter financial advice like the 4% rule, and highlights the significance of maximizing Social Security benefits. David also addresses common pitfalls in retirement planning, such as dead money and the importance of understanding all available options for financial security.

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