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June 24, 2025 27 mins

Is your retirement plan built to go the distance—or just hoping for the best? In this episode, Robert Tanner explains why today’s “Rocky Balboa market” demands a smarter strategy, especially for those within five years of retirement. From locking in your lifestyle and building tax-free income to creating generational wealth and skipping straight to the grandkids, this episode is packed with real-world planning insights and legacy-minded strategies.

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

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