EP12: Safety First

Good retirement planning starts with asking the right questions—but too often, people focus on risk tolerance instead of securing guaranteed lifetime income. Are you planning based on hypothetical returns, or do you have a solid income floor you can count on?

In this episode, we explore the Safety-First Retirement Plan, a strategy used by financial experts and celebrities like Ben Stein and Shaquille O’Neal to ensure financial security—no matter what happens in the markets.