In this conversation, Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the need for updated strategies in light of changing economic conditions, inflation, and the potential cuts to Social Security. He critiques the outdated 4% withdrawal rule and highlights the importance of guaranteed income for a secure retirement. The discussion also touches on employee happiness and productivity, tax strategies for retirement savings, and real-life scenarios that illustrate common retirement planning challenges.

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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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