Most Retirees Run Out of Money – Don’t Let It Happen | Joseph Jordan Interview

In this video, Brad and Joseph Jordan discuss key aspects of financial planning, longevity risk, and retirement security. Joseph Jordan, a veteran in the financial industry with over 50 years of experience, shares his insights on how demographics are shaping retirement planning, the importance of Social Security optimization, and why annuities play a critical role in ensuring a stable income. They also explore the impact of taxes, market volatility, and behavioral finance on long-term wealth management. Jordan emphasizes the shift from traditional product-based advising to purpose-driven financial strategies, helping individuals retire with security and significance.