Market swings, million‑dollar milestones, and one decision you only get to make once—this episode covers why timing matters more than headlines. Steve Aul breaks down recent market volatility, and the emotional traps investors fall into, then shifts to the hidden risks of being a “paper millionaire” when taxes turn wealth into income. The conversation also dives into business exit planning and the real-world tradeoffs of claiming Social Security early versus optimizing benefits, especially for married couples. Throughout, the focus stays on perspective, preparation, and decisions that shape long-term income and legacy.
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.