Retirement planning. Made simple.

Retirement Made Simple is a retirement podcast and blog about the art and science of making work optional.

This Retirement Podcast Will Teach You How To:

Optimize Your Investments.

Lower Your Tax Liability.

Protect Your Assets.

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Who We Are

Meet Your Host

Kevin Lum, CFP®

I’M A CERTIFIED FINANCIAL PLANNER™ (and uncertified money nerd) who enjoys exploring the art and science of investing and making work optional. I enjoy hosting this podcast and bringing the latest trends and research in the world of retirement and investing. 

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Retirement Podcast Episodes

5 BIG Purchases Retirees (Almost) Always Regret!
October 01, 202300:13:0312.09 MB

5 BIG Purchases Retirees (Almost) Always Regret!

✅ * FREE RETIREMENT ASSESSMENT * ✅ In today's video, we are going to discuss the...

Unlocking Tax-Free Retirement Income
September 08, 202300:10:319.74 MB

Unlocking Tax-Free Retirement Income

In this episode, we explore five sources of tax-free retirement income. Understand...

Should You Claim Social Security Early and Invest? 🤔💰
August 25, 202300:12:0211.15 MB

Should You Claim Social Security Early and Invest? 🤔💰

Deciding when to claim Social Security benefits is a decision that affects millions ...

1 Million Dollars in Tax-Free Retirement Income
August 18, 202300:09:569.2 MB

1 Million Dollars in Tax-Free Retirement Income

Are you looking for a smart and tax-efficient strategy to boost your retirement inco...

Social Security Benefits While Working (Updated for 2023)
August 12, 202300:10:1414.14 MB

Social Security Benefits While Working (Updated for 2023)

In this episode, we explore the complexities of earning an income and receiving soci...

Reviews

What Our Listeners Say

Apple Podcasts
Practical advice clearly explained

I've listened to several other retirement podcasts, attended multiple retirement seminars, and have read books on retirement - "Retirement Made Simple" covers all of the important topics you need to know. I really like how the episodes are focused on a particular topic, and how Kevin dives into the specifics (with deta...

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