Worried you'll run out of money before you run out of life? In this episode Chris Drew breaks down a realistic, income-first approach to retirement—how annuities can create a pension-like foundation, when to tap Social Security, how to use higher fixed-rate options (CDs, bonds, annuities) to stabilize withdrawals, and the new Roth opportunities from SECURE 2.0 that give you more tax-free flexibility. Practical examples and listener Q&A make this a useful roadmap whether you're 12 days from retirement or still saving for the future.
Want help building a personalized plan? Schedule a free consultation with Drew Capital at https://askthecaptain.com or call 833-DREW-CAP (833-373-9227) — or click through to Drew Capital: https://drewcapitalgroup.com.