Podcast
Five Simple Ways to Increase Social Security
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessmentMost people glance at their Social Security statement, assume the number is fixed, and move on. It's not. In this episode, Kevin breaks down exactly how your Social Security benefit is calculated — including the earni...
Are You in the Top Tier of Retirees? (9 Ways to Tell)
Most people who are well-prepared for retirement have convinced themselves they're behind. In this video, I walk through 9 signs you're actually doing better than most American retirees — even if it doesn't feel that way. If you know what you spend, carry no debt, and have multiple incom...
How to "Stupid-Proof" Your Retirement Before It's Too Late
Kevin explains research showing financial decision-making peaks around age 53, financial literacy declines about 2% per year after 60, and confidence often doesn’t decline—creating risk in retirement as financial complexity increases and scams become more sophisticated.
How to "Stupid-Proof" Your Retirement Before It's Too Late
Kevin explains research showing financial decision-making peaks around age 53, financial literacy declines about 2% per year after 60, and confidence often doesn’t decline—creating risk in retirement as financial complexity increases and scams become more sophisticated.
The Hidden $1M Most Retirees Forget to Count
Most people calculate their net worth by adding up their 401(k), IRA, and home equity, then subtracting debt. But that number is incomplete — and it might be causing you to spend less, worry more, and make worse retirement decisions than you need to. In this video, I walk you through a better way to...
Six Levels of Retirement Wealth -- How to Plan
Someone with $250,000 and someone with $5 million are both watching this video — but their biggest financial risks couldn't be more different. In this video, I break down the 6 levels of retirement wealth (based on Federal Reserve data) and walk through the specific planning priorities at each l...
Your Financial Advisor Could Be Quietly Sabotaging Your Retirement
In today's episode, Kevin explains why some financial advisors may not tell the full story and shares five signals it may be time to leave: (1) they lead with selling products instead of building a comprehensive plan, (2) they aren’t a fiduciary and their compensation is unclear or commission-ba...
The Silent Retirement Crisis
In this episode, Kevin discusses a new type of retirement crisis where despite having sufficient funds and a well-laid financial plan, retirees find themselves feeling worthless and undervalued. He explores the concept of 'mattering span'—how long you continue to feel needed and your life ma...
These 5 Types of Retirees are Richer Than They Think
Many believe you need millions to retire comfortably, but in this episode, Kevin explains why many retirees are actually better off than they think. Breaking down five key traits of successful retirees—modest spending, being debt-free, having guaranteed income, having solid healthcare, and budget fl...