In this episode of Your Money Matters, Michael Martinez, founder and president of The Pension Group, discusses the essential decisions that can have a lasting impact on your retirement. Learn why reviewing your investment strategy, moving beyond default target-date funds, and understanding your fees could
help improve your long-term financial outlook.
Mike also explains how guaranteed income strategies, including annuities, can help reduce market uncertainty while creating dependable retirement income. Plus, he discusses why couples should be aligned on retirement goals, debt, housing decisions, and lifestyle expectations, and why proactive tax
planning is one of the most overlooked components of a successful retirement plan.