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 | 122 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
After you retire, you might find your net worth continuing to grow, but your 'taxable income' drops significantly. That can create major tax planning opportunities. Hence, 'High net worth, poor on paper.'
I’ll explain how that period of time can ope... more
Are you retiring soon or recently retired and worried about market volatility, sequence of returns risk, and what the Iran conflict could mean for your plans?
In this episode, I'm diving into what retirees should be considering as we head into poten... more
If you're married, your Social Security claiming strategy is not just about your benefit — it's about protecting your spouse’s income for life. In this video, I'll explain the most overlooked Social Security rule for married couples and how it can dr... more
Are annuities really that bad?
I’ve spent most of my career skeptical of annuities. Especially the expensive, complicatedproducts often sold to retirees. I don’t sell annuities. I don’t earn commissions from them. And in most cases, I still am skept... more
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- Love the show
Very motivating to listen and make an action plan.
Apple Podcasts5dontwantni knme
United States4 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 States4 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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Frequently Asked Questions About Planning for Retirement
What is Planning for Retirement about and what kind of topics does it cover?
Focused on empowering listeners towards achieving financial security in retirement, this series provides insights into various topics essential for effective retirement planning. Common themes include strategies for Social Security, Roth conversions, tax planning, and estate management. Episodes often feature case studies and expert guests who address practical challenges like long-term care and investment strategies. The unique approach encourages a holistic view of retirement beyond just finances, promoting personal well-being and legacy considerations, making it valuable for those who wish to enjoy their retirement fully and without financial strain.
Where can I find podcast stats for Planning for Retirement?
Rephonic provides a wide range of podcast stats for Planning for Retirement. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Planning for Retirement and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Planning for Retirement get?
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What are the audience demographics for Planning for Retirement?
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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. Ready For Retirement
2. Retirement Planning Education, with Andy Panko
3. Retirement Starts Today
4. Big Picture Retirement®
5. Retirement Answers
How many episodes of Planning for Retirement are there?
Planning for Retirement launched 5 years ago and published 122 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
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.