The Retirement Deadlines You're Missing!

Most retirement planning mistakes don't happen because people make bad decisions—they happen because people wait too long to make them.In this episode, Rey Cruz explains the financial deadlines that matter most, from Medicare and taxes to income and estate planning. Learn why having a plan before retirement—not after—is one of the smartest financial decisions you can make!Original Air date: 07/12 & 07/19, 2026Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. This show is a paid placement.