To get the full RFL experience, watch the episode here at We walk through the Strategy Visit inside the AIM retirement system and show how clients move from anxiety to clarity with stable income, smarter taxes, and a plan they can trust. From Social Security timing to Roth conversions and onboarding, every step serves a simple aim: retire with confidence. • revisiting goals from the connection visit • building income stability with mailbox money • reducing sequence risk and market reliance •...