Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too Late

Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip-rebalancing, tax-minded moves, and tightening up the plan before the "financial red zone" hits you back. They clear up the wills vs. trusts confusion in plain English, so you're not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up…