Retirement Made Simple

In this episode, I cut through the conflicting headlines about bonds and walk through what's actually changed for retirement portfolios heading into 2026. I start with the 40-year tailwind that ran from 1982 to 2021 — when interest rates fell from 16% under Paul Volcker all the way to near zero ...

Most retirement conversations stop at the number. This one goes further. When a client told me that everything went quiet after he retired, he wasn't complaining. But he wasn't exactly relieved either. It was just... different. And that difference catches a lot of people off guard. In this e...

In this episode, I break down exactly where AI excels, where it quietly fails, and three specific techniques to get dramatically better results from any AI tool you're already using. Including why you should never ask AI if you're right, and what to ask instead. 🔗 Download the free PDF: How...

Roth conversion calculators can show impressive numbers, but there's something important they often leave out...Every projection is built on a stack of assumptions: future tax rates, inflation, investment returns, and even the order in which spouses pass away. Change one of those inputs, and the...

A Reddit post from a grandfather stopped me mid-scroll, and I couldn't stop thinking about it. Three years into retirement, he described a moment in his man cave: his grandson asleep beside him, no emails, no meetings, no mental noise. Just presence. For the first time in 45 years, he was fully ...

Most people think they'll run out of money in retirement because they didn't save enough. The research says otherwise. In this video, I break down the 5 hidden factors that actually determine whether your retirement succeeds or fails — and most of them never show up in an online calculator. ...

Since 1928, the market has returned over 10% annually — but the average investor only earns about 5%. In this video, I break down the data on market crashes, intra-year drawdowns, and why we're almost guaranteed to see another crash — and why that shouldn't change your retirement plan. I'...

✅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...

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...

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.