Ready, Set, Retire!

In this episode, we explore the surprising statistic that only 35% of Americans utilize the services of a financial advisor. Steve, a renowned retirement income specialist with over 30 years of experience, helps us unravel the reasons behind this. Many Americans primarily store their wealth in their 401(k) accounts, assuming they can manage their retirement funds independently. However, as Steve emphasizes, there's a significant distinction between wealth management and income planning. He believes in providing simple, no-jargon, down-to-earth financial guidance, as opposed to being a highfalutin "wealth manager." The episode takes you inside Steve's laid-back, relaxing office in Cape Cod, where he offers insights and assistance to those from all financial backgrounds, regardless of their asset size. Steve believes that your money is as important as anyone else's and that understanding your financial options is vital, especially if you're not part of the elite millionaire club. Call Steve today for a copy of