Retirement Planning Podcast Episodes: Your Roadmap to a Confident Future

Chosen theme: Retirement Planning Podcast Episodes. Each week we share relatable stories, expert interviews, and step by step plans that help you design, test, and live your best retirement. Subscribe, send us your questions, and shape upcoming episodes with your ideas.

A Listener First Step

Meet Marta, a 58 year old nurse who heard our kickoff episode on building a cash reserve. In one weekend she set up six months of expenses, labeled sinking funds, and finally slept through the night.

Our Episode Blueprint

Each conversation opens with a real story, moves into expert guidance, then ends with clear actions, checklists, and show notes. Expect timestamps, calculators, and resources you can download and revisit when life changes.

Your Voice Shapes the Show

We build episodes around listener questions, polls, and voicemail. Tell us what scares you about retirement, vote on next topics, and subscribe so new episodes land automatically every week.

Taxes in Retirement, Demystified

In this mini series we map conversions across early retirement years, watch marginal brackets, and avoid surprise Medicare surcharges. Guests explain timing around market dips, withholding, and quarterly estimates so your plan survives both math and emotions.

Taxes in Retirement, Demystified

A recent episode followed a couple navigating one spouse retiring mid year. We unpacked provisional income, Social Security taxation, qualified charitable distributions, and state rules that changed the answer. Listeners shared smart tweaks that saved penalties and stress.

Income You Can Count On

We constructed a seven year Treasury ladder on air, step by step, discussing rungs, yields, and reinvestment risk. After the episode, listeners replicated the process, documented their orders, and shared screenshots that made the approach feel real and repeatable.

Income You Can Count On

In a roundtable we compared guardrail strategies with classic four percent rules, showing how dynamic withdrawals reduce panic during bad sequences. A retiree named Luis described turning down the news, adjusting bands, and taking a guilt free vacation anyway.

Income You Can Count On

We unpack fixed, immediate, and low cost deferred options with a checklist of questions to ask before buying. Hear cautionary tales about riders, liquidity, and fees, then learn when guaranteed income can calm the budget and protect your sleep.

Healthcare Choices You Will Not Regret

We tell stories of late enrollment penalties and show how the seven month window actually works. You will learn paperwork steps, employer proof requirements, and timing details that keep coverage intact when careers end or bridge jobs appear.

Healthcare Choices You Will Not Regret

Craig, a listener in his early sixties, saved receipts for years then reimbursed himself tax free after retiring. Our episode outlines documentation habits, contribution limits, and how to invest HSA balances so healthcare becomes opportunity rather than dread.

Purpose, Lifestyle, and the Human Side

Elliot left a demanding role and told us he feared boredom more than markets. An episode followed his first season keeping bees, tracking costs, and finding new friendships that made mornings feel intentional again.

Purpose, Lifestyle, and the Human Side

We challenge listeners to test a month of retirement living now. Practice the calendar, spending, and sleep routine, then report back. The debrief episode pulls patterns and offers next steps so your final transition feels familiar and calm.

Purpose, Lifestyle, and the Human Side

Share your purpose experiment in the comments or by voice memo. We will spotlight creative ideas, pair listeners with accountability buddies, and invite you to a live episode where we celebrate progress and refine plans together.

Beneficiaries You Forgot

We walk through a real case where an old workplace plan still listed a former partner. The episode shows how to audit accounts annually, update forms, and avoid heartbreaking misdirection of assets when families need clarity most.

Trusts, Titles, and Transfer on Death

Hear attorneys explain when a simple will is enough and when to consider living trusts. We discuss titling, beneficiary designations, and transfer on death tools that speed settlement and reduce hassle for the people you love.