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The Planning For Retirement Podcast

Kevin Lao

Welcome to “The Planning for Retirement Podcast,” where we help educate people on how retirement works!

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Recent Episodes

Ep. 41 – Blending & Building Wealth in a Blended Family (w/ Tim and Alexis Woodward @ Blend Wealth) April 18, 2024 buzzsprout artwork
Ep. 40 – What this election year means for your investment portfolio April 04, 2024 buzzsprout artwork
Ep. 39 – Are you getting too conservative too early before retirement? March 21, 2024 buzzsprout artwork
Ep. 38 – Leveraging legislative changes to maximize your company retirement plans (w/ Alex Jenkins from NestEggs) March 07, 2024 buzzsprout artwork
Ep. 37 – 3 flexible retirement withdrawal strategies to maximize spending during your lifetime February 22, 2024 buzzsprout artwork
Ep. 36 – Asset location to improve tax efficiency in retirement February 08, 2024 buzzsprout artwork
Ep. 35 – Using a reverse mortgage as part of your retirement income strategy January 25, 2024 buzzsprout artwork
Ep. 34 – Top investment mistakes retirees have made since 2020 January 11, 2024 buzzsprout artwork
Ep. 33 – My sincere gratitude, plus a few tax planning observations as we close out 2023 December 28, 2023 buzzsprout artwork
Ep. 32 – Tactical ways to reduce your anxiety transitioning from saving to spending in retirement December 14, 2023 buzzsprout artwork
Ep. 31 – Nontraditional retirement planning using real estate, tax planning, and end of year charitable gifting opportunities (featuring Brady Slack) November 30, 2023 buzzsprout artwork
Ep. 30 – Is it harder to go from spender to saver pre-retirement, or saver to spender in retirement? (Featuring Cody Garrett) November 16, 2023 buzzsprout artwork
Ep. 29 – Is the 60/40 portfolio dead for retirement planning? November 02, 2023 buzzsprout artwork
Ep. 28 – The top estate planning concern leading DIY investors to hire a fiduciary financial advisor, and what you can learn from it! October 19, 2023 buzzsprout artwork
Ep. 27 – Which type of permanent life insurance policy should I own in retirement? October 05, 2023 buzzsprout artwork
Ep. 26 – 7 reasons to own permanent life insurance in retirement September 21, 2023 buzzsprout artwork
Ep. 25 – The #1 Value Add a Comprehensive Financial Planner Provides For Retirees September 07, 2023 buzzsprout artwork
Ep. 24 – Self Funding Long-term Care Expenses August 24, 2023 buzzsprout artwork
Ep. 23 – Using Hybrid Long-term Care to Fund Extended Care Costs in Retirement August 10, 2023 buzzsprout artwork
Ep. 22 Paying for Extended Care with Traditional Long-term Care Insurance (with Peter Ciravalo and Rodney Mogen) July 27, 2023 buzzsprout artwork