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The Planning For Retirement Podcast
Kevin Lao
105 episodes
3 days ago
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
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Investing
Business
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All content for The Planning For Retirement Podcast is the property of Kevin Lao and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
Show more...
Investing
Business
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103: 100 Episodes, 100 Lessons (Part 4)
The Planning For Retirement Podcast
58 minutes 8 seconds
3 weeks ago
103: 100 Episodes, 100 Lessons (Part 4)

Welcome to PART 4 of 100 Episodes, 100 Lessons (for retirees and pre-retirees).


In this episode, we’ll walk through episodes 76-99 and bring home some key takeaways for you as you plan for and execute a successful retirement. I hope you enjoy this one!


If you are over 50, you’ve saved north of $1million for retirement, and you want to maximize retirement income, minimize your lifetime tax bill, and worry less about money…hit the FOLLOW button so you don’t miss out on the next 100 episodes!


-Kevin


Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


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This is for general education purposes only and should not be considered as tax, legal or investment advice.

The Planning For Retirement Podcast
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!