From Chaos to Clarity: Building a Solid Income Plan for Retirement

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On This Episode

What happens when the paycheck stops, but the bills don’t? In this episode, Mark cuts through the noise and gets real about why a true retirement income plan is your financial foundation. Spoiler: it’s not about picking the right annuity or hoping Social Security is enough. It's all about strategy, and there’s no silver bullet.

If you have a stack of accounts and aren’t sure how to turn them into a paycheck for life, this episode may be your wake-up call. In this episode, we’ll break down what really matters when building a plan that can stand the test of time, from navigating the decline of pensions to creating a strategy that actually fits your life, all while avoiding the common missteps along the way.

Here’s what we discuss in today’s show:

💸 Most people don’t have an income plan—they just have accounts

📉 Without a strategy, retirement income can be unpredictable

📊 Financial products ≠ financial planning

🧩 Coordinating Social Security, pensions, and savings is essential

📞 The first step is a conversation—not a sales pitch

Thanks for joining us! We’ll be back for another show every other Thursday.

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