What do Oreo cookies, market pullbacks, and retirement taxes have in common? More than you might expect. On this episode Steve Aul breaks down market volatility warnings, income planning in retirement, and why expectations—whether about investment risk, withdrawal rates, or taxes—don’t always match reality. The conversation explores asset protection strategies, retirement income options, the real cost of taxes on 401(k)s and IRAs, and the decisions retirees face when rolling over employer plans, all with practical perspective and relatable analogies.
Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or click here.
Tune in with Steve Aul for “The Aul Financial Hour” on KMOX 1120 AM/104.1 FM every Saturday at 10:00 AM and Sunday at 6:00 PM and on KFTK 97.1 FM every Saturday at 6:00 AM and 4:00 PM.