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Artwork for Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes

Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes

Ray Godleski
Retirement Planning
Annuities
Social Security
Taxes
Roth IRA
Long-Term Care
Tax Planning
Tax Strategy
Iran Conflict
Inflation
Estate Planning
Retirement Styles
IRA Fraud
Life Insurance
Mental Health
Insurance
O-B-B-a / OBBA / BBBA
Required Minimum Distributions
Trade Finance
United States Market

You’ve done everything right - but how confident are you that retirement won’t expose a blind spot you didn’t see coming? If you’re an executive planning to retire in the next 3 years, this episode is for you. I want you walking into retirement with clarity, confidence, and no fear that you’ve missed a move you should have made. Listen to gain: • Clarity on which retirement decisions actually matt... more

PublishesWeeklyEpisodes44Foundeda year ago
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InvestingEducationBusiness

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Artwork for Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes

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Recent Guests

Michael Yeager
Division manager, Southeast with Pacer ETFs
Pacer ETFs
Episode: Ep37 | How Oil Prices, War & Markets Collide—And What Investors Need To Know
Phil Blancato
Chief Strategist at OSAIC
OSAIC
Episode: Ep24 | Why Waiting for the ‘Perfect Time’ to Invest Could Destroy Your Returns with Phil Blancato
Rachel Joy Baribeau
Founder of I'm Changing The Narrative
I'm Changing The Narrative
Episode: Ep22 | Why Your Financial Plan Needs a Mental Health Line Item
Matt Tate
CEO of Decimal
Decimal
Episode: Ep21 | 6 Costly Back Office Mistakes Small Business Owners Make (And How to Fix Them Fast)
Sid Clarke
Retired Air Force General, guest on the episode
Former commander roles; Armed Forces Insurance chair
Episode: Ep20 | Why Military Retirement Planning Beats Most Corporate 401(k) Strategies—Here's Why
Alex Knapp
Insurance professional specializing in homeowners, auto, and umbrella liability
Gable Insurance Group / previously Liberty Mutual
Episode: Ep19 | The Harsh Truth About Insurance Claims: Why Calling That 800 Number First Can Cost You
Andres Schweitzer
Founder and CEO of Argin Capital, Artists Trade and Invest in Trade House
Argin Capital
Episode: Ep.18 | Blockchain, Trade Finance, and the $3 Trillion Opportunity You Haven’t Heard Of
Michael Baratta
President and CEO of Fortress Brokerage Solutions
Fortress Brokerage Solutions
Episode: Ep17 | How to Use Permanent Life Insurance for Retirement, Long-Term Care, and Tax Efficiency
Mike Yeager
Divisional Manager with Pacer ETFs
Pacer ETFs
Episode: Ep16 | Are You Really Diversified? How Overlapping ETFs Could Be Hurting You

Hosts

Ray Godleski
Host of Executive Retirement Compass; co-host; focused on closing and disclosures
Ray Gidleski
Host of Executive Retirement Compass; SE Wealth Partners / Southeast Wealth Partners

Reviews

5.0 out of 5 stars from 25 ratings
  • Smart Financial Planner!

    Great information. Very informative podcast

    Apple Podcasts
    5
    wadewst
    United States2 months ago
  • Great!

    Always on point. Thank you!

    Apple Podcasts
    5
    Paulreborn
    United States2 months ago
  • 5-Star Review: Invaluable Guidance for Real-Life Retirement Planning!

    I’ve been working with Ray Godleski as my financial advisor for years, and discovering his “Executive Retirement Compass” podcast felt like an extension of our one-on-one sessions practical, no-nonsense advice tailored to everyday folks like me navigating retirement. Ray’s episodes cut through the complexity of taxes, long-term care myths, and estate planning pitfalls in a way that’s relatable and actionable. Highlights like the deep dive into Medicare’s limitations or building a resilient incom... more

    Apple Podcasts
    5
    JennyK78
    United States2 months ago
  • Solid financial advice

    If you are looking for input on your financial future then this is an excellent resource. Ray covers a variety of topics and connects with a variety that f guests on these topics.

    Apple Podcasts
    5
    TonyHeringer
    United States2 months ago
  • Favorite podcast!

    So informative!

    Apple Podcasts
    5
    marlsmmmm
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Practical retirement planning with actionable steps for executives.
Strong focus on long-term planning over market timing.
Guests provide tangible, real-world advice for protecting wealth.
Clear explanations of complex tax and estate topics.
Professional but accessible guidance that helps families plan together.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#191
India/Education

Talking Points

Recent interactions between the hosts and their guests.

Ep.18 | Blockchain, Trade Finance, and the $3 Trillion Opportunity You Haven’t Heard Of
Q: Is this investment accessible to American investors and retail investors?
In Europe it is largely institutional and professional investors; in the US there are some niche and private investment offerings, but liquidity and regulatory considerations mean it is not as broadly accessible as public markets.
Ep.18 | Blockchain, Trade Finance, and the $3 Trillion Opportunity You Haven’t Heard Of
Q: What is trade finance in layman's terms?
Trade finance is essentially funding that enables the seller to get paid promptly while the buyer can delay payment, creating a balance where capital is freed up for both sides without relying solely on banks for every transaction.
Ep17 | How to Use Permanent Life Insurance for Retirement, Long-Term Care, and Tax Efficiency
Q: What is the difference between term and permanent life insurance in simple terms?
Term provides coverage for a defined period with level premiums for that term, mainly to cover debts or specific needs; permanent life lasts for life, builds cash value, and can include living benefits like long-term care riders.
Ep14 | Why Most People Will Miss the Biggest Opportunities in the New Tax Bill
Q: How should someone approach withholding and estimated tax payments given the new rules?
Listeners are advised to adjust withholding and consider early tax planning with a professional to avoid surprises, since many provisions take effect in 2025 and involve complex interactions across brackets, credits, and business deductions.
Ep14 | Why Most People Will Miss the Biggest Opportunities in the New Tax Bill
Q: What kind of families or business owners are expected to benefit the most from these changes?
Families with small children and small business owners are highlighted as primary beneficiaries, due to permanent child tax credits and the expansion of depreciation and deductions that help reduce tax burdens for smaller operations.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Executive retirement-focused discussions target senior professionals approaching retirement and seeking clarity on the final 36 months before exit. Episodes center on practical tax strategies, retirement income planning, estate considerations, healthcare costs, and safeguarding wealth through disciplined, long-horizon sequencing. The show frequently features guests and experienced hosts who translate complex planning concepts into actionable steps, with recurring emphasis on reducing tax drag, coordinating withdrawals, and aligning lifestyle goals with a robust retirement framework. A standout aspect is the emphasis on proactive planning over market timing, plus practical tools and templates that listeners can use to engage families and adv... more

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These podcasts share a similar audience with this podcast:

1. Sound Retirement Radio
2. Retire With Style
3. The Retirement and IRA Show

How many episodes of this podcast are there?

this podcast launched a year ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Michael Yeager
2. Phil Blancato
3. Rachel Joy Baribeau
4. Matt Tate
5. Sid Clarke
6. Alex Knapp
7. Andres Schweitzer
8. Michael Baratta

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