This episode delivers a deep-dive Q&A on the choices that shape a secure retirement. We break down whether to roll a 401(k) into an IRA, when Roth conversions are worth it, and why bonds, when used correctly, can provide essential income.

Discover how to build a portfolio that withstands loss, inflation, and the risk of running out of money, and learn a smarter way to rebalance using a function-based approach to investing.

We also unpack the heavy topic of spousal caregiving and how proactive planning protects dignity while easing the burden on family members.

A must-listen for anyone preparing for the realities of retirement.

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LET'S CONNECT

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