What if one simple shift could dramatically change how long your retirement savings last? On this episode, Kevin Madden breaks down tax‑efficient planning strategies that help retirees keep more of what they’ve earned. From the new senior tax deduction to Roth conversions, guaranteed income tools, Social Security timing, and real‑life case studies (including Mary’s remarkable income boost), they reveal how thoughtful planning shapes long‑term financial confidence. Learn how a personalized retirement roadmap brings clarity to income, taxes, and legacy decisions—so your money works smarter throughout your retirement years.

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Your roadmap will include:

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

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