November 12, 2025 • 53 mins
This episode of Retirement Success explores how to move "Beyond the Basics" of IRAs and 401(k)s to build a robust, protected, and sustainable retirement income plan, emphasizing the critical shift from simply accumulating assets to actively managing risk, fees, and tax strategy.Key Segments:
- The importance of building your own "personal pension" using guaranteed, predictable income sources.
- Why many advisors who dismiss annuities may be doing so to collect management fees on other investments.
- How to counter "sequence of returns risk" and create a disciplined withdrawal plan.
- The massive financial opportunity you might be ignoring with catch-up contributions if you're over 50.
- Exposing the hidden fees and excessive holdings (sometimes over 28,000!) often lurking in retirement accounts.
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