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In this episode, we ask:

• How do you solve an unsolvable problem?
• Can you solve a Rubik’s cube?
• What about complexity?
• Who is Steven Step?
• What’s Steven’s story with Bank on Yourself®?
• What happens every year on the policy statement?
• What is always increasing?
• What is the best way of creating a safe, tax-free retirement income?
• Are there many safe, tax-free instruments available?
• What about paying taxes?
• What about social security?
• What about the adjusted gross income?
• How much is exposed to taxation?
• What about financing bigger items?
• How many policies does Steven own?
• How many cars has Steven purchased?
• What about medical emergencies?
• What about an example?
• What about feeling great?
• What about ease?
• What about a 401(k)?
• What about Bank on Yourself®?
• What about a traditional pension?
• What about surprisingly high fees?
• What about the market?
• What about dollar cost averaging?
• What are they not thinking about?
• When will the market crash?
• Does all the money saved in a 401(k) belong to the 401(k)’s account holder?
• What about the IRA?
• How long are you going to live?
• What about the layers of complexity?
• …How much in retirement assets?
• What is possible?
• Do you have to start taking required minimum distributions?
• What about the tax payments?
• What about the specific situation?
• What about the The Baby Boomer Dilemma movie?
• What’s Steven’s story with a client who held a 401(k)?
• What happened in 2008?
• What will the sequence of returns look like?
• What is Steven’s hope?
• Where will you be when you’re at age 82?
• Would you like to connect with Steven? Call 800-245-4677 or reach out at connectwithstevenstep.com
• Would you like to reach out to Steven and get access to view The Baby Boomer Dilemma?
• Aren’t you thankful for Steven?
• Would you like to review this podcast? Send us a screenshot of your review to hello@nyafinancialpodcast.com!