Brian and Jeff discuss retirement income planning strategies, emphasizing the importance of understanding cash flow, tax implications, and pension options. They caution against relying solely on lump sums and stress the need for multiple sources of income throughout retirement. Jeff shares his experience from the 1980s and highlights the importance of planning for longevity. Brian and Jeff also discuss annuities and income riders as potential planning tools, with Jeff emphasizing the need for careful evaluation and Brian highlighting their guaranteed income stream and risk management benefits.
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