PFR Nation:Thank you all for supporting this show for the last few years. Especially for those of you who supported me in the early days when I thought nobody was listening. I even took a 4 month hiatus without announcing it because we were so in the trenches with our Read More
PFR Nation, As you know, we are well underway with our free giveawaysfrom a couple of weeks ago. And as I mentioned last week, we received a lot of great comments in that YouTube thread! So last week, I touched on three of the questions in a Q&A format. Today, I’ll address Read More
PFR Nation,We just announced our FREE GIVEAWAY winner and runner-up on the YouTube channel last Thursday. Thank you all for participating and making that process super enjoyable and engaging. One of the questions I asked for the giveaway was “What is one thing related to planning for retirement that keeps Read More
PFR Nation,I recentlydiscovered a Ted Talk by Dr. Riley Moynes about the “4 phases of retirement.” We talk a lotabout the financial side of retirement planning.- Safe withdrawal rates- Tax efficiency- Investing to and through retirement- Legacy - Insurance However, it’s equally important to understand and thinkabout the softer side of retirement planning. In this episode, you Read More
PFR Nation,In this episode, I’m tackling America’s “headline culture,” how short clips and soundbites dominate not only politics, but also the way we think about retirement planning. With the tragic assassination of Charlie Kirk as a starting point, I reflect on how social media algorithms amplify the loudest, most divisive Read More
PFR Nation,Welcome to another “Whiteboard Retirement Plan” breakdown!Scottie and Meredith had the perfect plan: retire at 65, sign up for Medicare, and start Social Security at 67. With nearly $1.9 million saved, everything looked like it was on track, until life threw them a curveball. After some friends their age Read More
PFR Nation,As you approach retirement, or even when you are in the beginning phase of retirement, there is this natural feeling of concern about market uncertainty. After all, the market can turn south in a heartbeat, potentially even leading into a recession. Or worse, a prolonged recession. This term is Read More
PFR Nation,Many of you have adult children or loved ones you hope will benefit from your financial success. But how confident are you in their financial skills? Will they be good stewards of the wealth you leave behind? Even if you don’t plan to leave a fortune, your careful retirement Read More
Are your kids the secret budget-buster keeping you from wealth? Find out in today’s episode!Article: https://myfirstnestegg.com/articles/how-much-should-you-really-spend-on-kids-activities-a-financial-guide-for-parents/ Connect on social media:IG: https://instagram.com/mrswendycoopYouTube: http://youtube.com/@savvybudgetgirl
PFR Nation,If you have been a podcast listener for a while, you know Ihave strong feelings about the “4% Rule.” Well, the father of the 4% Rule, Bill Bengen, just released a new bookwhere he admits that 4% is probably too low. In this episode, we’ll briefly touch on the history of Read More
PFR Nation,Legendary actor Gene Hackman passed away earlier this year. Some of the details about his estate plan have been made public due to the probate process. While I don’t believe any of us have an $80 million estate, there are some important lessons we can all take away from Read More
PFR Nation,I hope everyone has had a great summer! It’s been action-packed for us, especially coming off the heels of family visiting the last 8 days. Thus, thanks for your patience with this week’s episode!This is a good one! Many folks retire earlier than they had anticipated. In this case, Read More
Welcome to another edition of Planning for Retirement (PFR) with Kevin Lao. And welcome to all the newbies here! If you are new, you might want to hit that “Follow” button if you are over 50 and have saved a minimum of 7 figures for retirement. You’re approaching the phase Read More
PFR Nation,In this 88th episode of the Planning forRetirement podcast, I’ll touch on the importance of finding true fulfillmentbeyond financial success and that chasing a retirement goal is merely a toolfor freedom. Freedom to pursue what YOUare built to pursue on this earth. First, I’ll start off by sharing someinsights Read More
The internet is full of financial advice. Some is good, some is great, and some downright dangerous. After nearly 17 years as a financial advisor, I’ve heard it all. In this episode, I’m calling out the bad advice for retirees and pre-retirees that still gets passed around today in hopes Read More
PFR Nation,It’s official, the One Big Beautiful Bill Act (OBBBA) was signed into law on July 4th, 2025, making significant impacts on tax rates, deductions, and various credits. This by no means is a summary of ALL the changes from OBBBA, but I attempted to summarize what I believed was most Read More
I hope you all enjoyed the 4th of July weekend! Happy Birthday, America!Fees are a big topic of conversation amongst financial advisors, but also from consumers. It can be a spicy topic with lots of complexities, but I’ll try to simplify HOW and WHAT you are paying your financial advisor.I’ll Read More
Hello, PFR Nation and Happy 4th of July, and Happy Birthday, America! What a great country we live in, I’m so proud to be an American. My Dad being a (legal) immigrant has given me great appreciation for the opportunities we have relative to the rest of the world. I’m Read More
Many of the individuals and families we serve end up “Oversaving” for retirement. If you are in that same situation (you overachieved 😊), you will want to listen to this episode to learn about 6 retirement planning opportunities to consider. Basically, this is the exact I hope you find this episode Read More
In this week’s podcast, I break down 5 great questions we have either fielded directly in our practice, or have observed in the marketplace from retirees/near retirees. Shoutout to Roberto for this concept, and if it goes well, we’ll be doing these every 4-5 episodes! In this edition, the 5 Read More
