Planning for Retirement with Kevin Lao
Kevin LaoAfter more than 17 years serving retirees, I’ve seen the same pattern: people spend 30–40 years building wealth, but the biggest financial decisions happen right before and after retirement. I’m Kevin Lao, a fiduciary financial advisor specializing in retirement income planning, Roth conversions, Social Security, tax strategies, RMDs, and smart investing for those with $1M+ saved. If you’re within... more
| Publishes | Weekly | Episodes | 132 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
What if the smartest retirement move isn't retiring at all?In this episode, I walk through a case study of a 59-year-old professional with more than $3 million saved who could retire tomorrow, but isn't sure he should.Instead of asking whether he can... more
Retirement planning looks very different when you're single.Whether you're divorced, widowed, or intentionally single, the financial decisions you face in retirement aren't the same as they are for married couples.
In this video, I’ll discuss the un... more
In this Retirement Q&A episode, I answer four of thequestions I received recently from retirees and people preparing for retirement.
We'll cover:
• Is the 4% Rule still the best safe withdrawal rate?
• What is the best investment allocation during ... more
Are you interested in working with me 1 on 1?
Click this link to fill out our Retirement Readiness Questionnaire
Or,... more
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Reviews
- Love the show
Very motivating to listen and make an action plan.
Apple Podcasts5dontwantni knme
United States7 months ago - A new listener
I have enjoyed your show. I appreciate your honesty and candor with the topics and I am learning so much!! Thank you
Apple Podcasts5VacaCarolinaUnited States7 months ago - PFR Nation
I enjoy all of the good insight Kevin provides his listeners thru his podcast and YouTube channels! Thank you and I highly recommend it to other listeners planning for retirement!
Apple Podcasts5u hf kgyetguUnited Statesa year ago - Amazing Retirement Podcast
This podcast is AMAZING. Kevin’s energy is unmatched. He’s entertaining, knowledgeable and genuinely wants you to have a thriving retirement. I have learned so much about important retirement topics like Roth conversions, distribution strategies and estate planning. Thank you Kevin for all of the education you provide around finances in retirement!
Apple Podcasts5AlexisW00dwardUnited States2 years ago - Social security
Great podcast on when to draw social security and why one may want to draw earlier or later.
Keep up with the podcast and I hope to listen to more content soon.
Thank you
Apple Podcasts5Finance is funUnited States5 years ago
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Apple Podcasts | #170 |  Brazil/Business/Investing |
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Frequently Asked Questions About Planning for Retirement
What is Planning for Retirement about and what kind of topics does it cover?
This program targets near-retirees and retirees who want clarity on maximizing stable, tax-efficient income. Episodes consistently cover retirement income planning, Roth conversions, Social Security optimization, tax strategies, RMDs, and smart investing for high-savings households. A practical, case-study-driven approach blends budgeting for go-go, slow-go, and no-go phases with real-world examples, aiming to help listeners stress-test plans, coordinate cash flows, and avoid costly mistakes. A notable strength is the host's fiduciary stance and emphasis on personalized planning, demonstrated through actionable steps and strategies tied to clients' goals, taxes, and long-term security. Potential listeners will likely appreciate the clarity,... more
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How many listeners does Planning for Retirement get?
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How many subscribers and views does Planning for Retirement have?
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Which podcasts are similar to Planning for Retirement?
These podcasts share a similar audience with Planning for Retirement:
1. Retirement Answers
2. Retirement Planning Education, with Andy Panko
3. Retirement Starts Today
4. Retirement Answer Man
5. Ready For Retirement
How many episodes of Planning for Retirement are there?
Planning for Retirement launched 5 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Planning for Retirement?
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What guests have appeared on Planning for Retirement?
Recent guests on Planning for Retirement include:
1. Brady Slack
2. George Verbe
3. Alex Jenkins
4. Sheryl Moore
5. Tracy Lownsberry
6. Jeff McDermott
7. Brian Bonewitz
8. Tim Woodward
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