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

Part-Time Work in Retirement? 8 Essential Things to Consider
May 19, 202400:20:3018.98 MB

Part-Time Work in Retirement? 8 Essential Things to Consider

Thinking about working part-time in retirement? You're not alone! Many retirees ...

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...

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