When everyday expenses start competing with your future, where should the line be drawn? On this episode Steve Anzuoni breaks down why tapping retirement accounts can be a costly move and why separating money by purpose matters more than ever. The conversation explores “bucket” strategies for income, emergencies, inflation, and fun, along with real-world examples of using existing assets to manage debt. The episode also dives into new retirement contribution rules, lesser-known planning options for high earners, and why protecting your finances from cyber fraud now belongs in every retirement discussion.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement!

Social Media: Facebook I LinkedIn I Instagram I YouTube

See omnystudio.com/listener for privacy information.