Year-End Strategic & Tactical Planning Meetings

The Red Zone Retirement Program · Oct 9, 2025 · 18m

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Retirement isn't just about saving money—it's about strategically planning your withdrawals. In this episode of Red Zone Retirement, we'll take you through our annual "strategic and tactical" fall meetings, showing how smart planning now can prevent massive surprises later.

Here's some of what we discuss in this episode:

✅ How to make Roth conversions work in your favor

✅ The hidden Medicare penalty most people miss

✅ Guardrails that protect your income when the market dips

✅ How strategic meetings…