Retirement planning.
Made simple.

New SCAM That's Draining Bank Accounts
Retirement Made SimpleJuly 17, 202600:18:5617.53 MB

New SCAM That's Draining Bank Accounts

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The New Math on Bonds — Nobody Expected This
Retirement Made SimpleJuly 15, 202600:23:1932.03 MB

The New Math on Bonds — Nobody Expected This

In this episode, I cut through the conflicting headlines about bonds and walk through...

7 Things That Go Quiet After You Retire (Nobody Prepares You For This)
Retirement Made SimpleJuly 03, 202600:26:4124.69 MB

7 Things That Go Quiet After You Retire (Nobody Prepares You For This)

Most retirement conversations stop at the number. This one goes further. When a clien...

I Asked AI to Plan My Retirement — Then I Caught It Lying
Retirement Made SimpleJuly 01, 202600:21:0119.46 MB

I Asked AI to Plan My Retirement — Then I Caught It Lying

In this episode, I break down exactly where AI excels, where it quietly fails, and th...

Don’t Do a Roth Conversion — Until You Hear This
Retirement Made SimpleJune 26, 202600:17:1615.99 MB

Don’t Do a Roth Conversion — Until You Hear This

Roth conversion calculators can show impressive numbers, but there's something im...

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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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