The Hidden Gap Between Saving for Retirement and Living It
About this episode
Steve Anzuoni discusses the hidden risks of retirement planning and the importance of transitioning from saving to income generation.
Market swings may grab headlines, but the real retirement risk often shows up quietly. On this episode, Steve Anzuoni explores why many near-retirees feel less confident despite strong markets, and why relying solely on a growing 401(k) can be misleading. The conversation covers shifting from accumulation to income planning, the role of rebalancing, rising healthcare costs, and why flexibility matters as retirement approaches. Steve also explains concepts like in‑service distributions and guaranteed income tools, helping listeners rethink how their savings may function once paychecks stop. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media : Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.
More episodes of Ready, Set, Retire!
- The Annuity Trap Most Retirees Don’t See Coming
- The Retirement Reality Check Most Investors Need
- When Market Swings Meet Retirement Reality
- When One Person Handles the Money—and Why That’s a Problem
- When Your Paycheck Retires Before You Do
- Saved Enough… But Still Not Sure You Can Retire?
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