EPISODE · Feb 28, 2026 · 24 MIN

A Well-Rounded Retirement Plan

from The Retirement Income Show with Dave Stearns · host Dave Stearns

What does a well-rounded financial plan really look like? Is it just having a few strong investment accounts, or is there more to it?In this episode of The Retirement Income Show, we go beyond balances and portfolios to explore the key pieces that truly create retirement confidence. From Social Security and pension decisions to tax strategy, estate planning, and healthcare considerations, we outline what it takes to build a plan that’s built to last.If you want to know whether you’re truly prepared or still missing critical pieces, this episode is for you.

What this episode covers

What does a well-rounded financial plan really look like? Is it just having a few strong investment accounts, or is there more to it? In this episode of The Retirement Income Show, we go beyond balances and portfolios to explore the key pieces that truly create retirement confidence. From Social Security and pension decisions to tax strategy, estate planning, and healthcare considerations, we outline what it takes to build a plan that’s built to last. If you want to know whether you’re truly ...

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A Well-Rounded Retirement Plan

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This episode is 24 minutes long.

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This episode was published on February 28, 2026.

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