November 7, 2025 • 53 mins
This episode of Retirement Success with Steve and Elizabeth Holland and Todd MJ Schnitt provides a guide to constructing a comprehensive "Financial Fortress" to protect your life savings from common financial dangers, including market crashes, soaring healthcare costs, and unexpected tax burdens.Key Segments:
- Why the old playbook for retirement no longer works and the secret to an Income-First strategy.
- The single reason you may pay a higher tax rate in retirement than you did while working.
- Why you need a 12 to 18-month cash buffer and how to get guaranteed income now while interest rates are still favorable.
- How to build a "Health Care Moat" to protect your nest egg from America’s number one budget killer.
- The essential legal step that can save your family from probate costs and fighting over your estate.
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