Retire Ready Show-Building Your Roadmap Beyond the Nest Egg

Retirement has changed—and so has what it takes to succeed. Scott Wharton breaks down why a lump sum in your 401(k) isn’t enough, how shifting from investor to income-focused retiree can protect your lifestyle, and the real danger of relying on a number instead of a plan. Learn why clarity and a personal roadmap—to manage income, taxes, market volatility, and more—matters more than ever. Discover the difference between having “accounts” and having confidence, so you can spend retirement doing what you love, knowing your needs and dreams are covered every step of the way.Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.