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New Retirement Radio with Dennis Prout Podcast

Dennis Prout
Social Security
Retirement Planning
Investment Strategies
Financial Planning
Roth IRA
Market Volatility
Tax Planning
Tariffs
Medicare
Stock Market
Estate Planning
Artificial Intelligence
Inflation
U.S. Economy
Required Minimum Distributions
Retirement Accounts
S&P 500
Diversification
Retirement Income Planning
Financial Advising

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversatio... more

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Artwork for New Retirement Radio

Latest Episodes

Here we are, well into the second half of 2026, and what a year it's been. From market swings and persistent inflation to major legislative changes, there's certainly been no shortage of headlines or topics to tackle here on New Retirement Radio. On ... more

On today's show, we'll tackle two of the biggest questions on the minds of investors and retirees alike. First, as the stock market hits record highs and artificial intelligence drives corporate profits, Wall Street is celebrating, but investors are ... more

A meaningful legacy isn't measured solely by what we leave behind, it's reflected in the values we share, the lives we touch and the opportunities we create for future generations. On today's show, that's what we're focusing on: the ideas, values, an... more

Today, we will set aside our typical broadcast to honor our beloved nation, the United States of America, as we commemorate the 250th anniversary of her independence. Together, we reflect on the enduring legacy of liberty and the remarkable heritage ... more

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Recent Guests

Anne Stanton
Co-Founder of the National Writer's Series
National Writer's Series
Episode: Episode 461 - Bull Market and Retirement Tax Strategies: What You Need to Know
Lee Greenwood
Singer-songwriter, known for God Bless the USA
Episode: Episode 459 - A Special Tribute to America at 250!
Paul Saganey
CEO, Integrated Partners
Integrated Partners
Episode: Episode 457 - New Retirement Radio Exclusive: Paul Saganey on Wealth, AI and Opportunity
Josh Benson
VP of Advisor Development
Integrated Partners
Episode: Episode 457 - New Retirement Radio Exclusive: Paul Saganey on Wealth, AI and Opportunity
Ron Jolly
Guest host on show
Radio host/Traverse City News Talk 580
Episode: Episode 454 - "New Diversification" Uncertainty Into Opportunity
Paul Sagany
President of Integrated, registered investment advisor
Integrated / Integrated Partners
Episode: Episode 453 - Retirement Reality - Now What?
Shannon Evans
Estate planning attorney
Shannon Evans Law (Las Vegas)
Episode: Episode 451 - Living Longer, Planning Smarter & Rethinking Roth
Heidi Cartwright
Executive Director, RICP, Retirement Income Certified Professional
Prout Financial Design
Episode: Episode 449 - Uncertain Times Mean Strategic Moves
Nathan Prout
Managing Director and Master Lead Advisor
Prout Financial Design
Episode: Episode 449 - Uncertain Times Mean Strategic Moves

Hosts

Dennis Prout
Host of New Retirement Radio, leading presenter with Prout Financial Design
Heidi Cartwright
Financial Advisor and RICP, regular contributor on retirement topics
Nathan Prout
Managing Director, Master Lead Advisor, guest contributor on strategic retirement planning

Reviews

3.4 out of 5 stars from 24 ratings
  • Idiotic Comments

    Don’t talk politics, especially when you don’t understand all the economic factors

    Apple Podcasts
    1
    BCMusicLover
    United States4 years ago

Listeners Say

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

Listeners appreciate practical, step-by-step retirement guidance and real-world examples.
A few reviews mention political discussions impacting perceived objectivity.
Some episodes can feel biased toward a specific tax strategy or donor-driven giving.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 462 - Taxes, Retirement and Planning. Oh My!
Q: What role do charitable giving rules and QCDs play in tax planning for retirees?
QCDs allow retirees to donate directly from IRAs to qualified charities, reducing taxable income; but there are limits and must not double-dip with other deductions, so alignment with other charitable strategies like donor-advised funds can be beneficial but requires careful planning.
Episode 462 - Taxes, Retirement and Planning. Oh My!
Q: How should individuals handle Roth conversions and large withdrawals in light of Michigan tax rules?
Roth conversions count as qualified retirement income and can push total income over thresholds, so plan withdrawals and conversions carefully across tax years and consider withholding strategy to avoid unexpected tax or penalties.
Episode 462 - Taxes, Retirement and Planning. Oh My!
Q: What is the new rule and what does it affect regarding Michigan retirement income?
The Michigan rule exempts the first portion of qualified retirement income (including Social Security) from state tax up to specified thresholds, with the amount varying by filing status; earnings from non-retirement accounts remain taxable.
Episode 457 - New Retirement Radio Exclusive: Paul Saganey on Wealth, AI and Opportunity
Q: Heidi asks how to bring in emotional and relational aspects into a wealth plan, not just the financials, given the identity and complexity involved for entrepreneurs.
Paul and the team discuss the complexity curve, discovery processes, and the importance of considering family dynamics, emotions, and life goals in addition to tax and estate planning to prevent regrets.
Episode 457 - New Retirement Radio Exclusive: Paul Saganey on Wealth, AI and Opportunity
Q: And what are those two to three things that business owners need to deal with right up front in terms of making this transition?
Paul explains that the IPO creates multimillionaires and that business owners should assemble a coordinated team to pre-plan, addressing coordination gaps among advisors and preparing for the wealth transition to avoid regrets.

Audience Metrics

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Frequently Asked Questions About New Retirement Radio

What is New Retirement Radio about and what kind of topics does it cover?

Retirement-focused financial planning discussions blend practical tax moves, estate planning, and wealth transfer with market commentary and real-world client scenarios. Episodes frequently feature guests from advisory networks and nonprofit sectors to illustrate philanthropy, governance, and charitable giving, while plugging in timely market themes such as AI's impact on investing and succession planning for business owners. The format emphasizes actionable strategies (Roth conversions, QCDs, donor-advised funds) within a multi-person host dynamic, often tying personal finance decisions to family legacy and community impact. A notable angle is integrating professional advisory networks to coordinate across accountants, lawyers, and planner... more

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Which podcasts are similar to New Retirement Radio?

These podcasts share a similar audience with New Retirement Radio:

1. Retire With Style
2. Sound Retirement Radio
3. The Boldin Your Money Podcast
4. The Retirement and IRA Show
5. Big Picture Retirement®

How many episodes of New Retirement Radio are there?

New Retirement Radio launched 10 years ago and published 100 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 New Retirement Radio?

Recent guests on New Retirement Radio include:

1. Anne Stanton
2. Lee Greenwood
3. Paul Saganey
4. Josh Benson
5. Ron Jolly
6. Paul Sagany
7. Shannon Evans
8. Heidi Cartwright

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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