Retirement Planning - Redefined
John Teixeira and Nick McDevittFinancial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management,... more
| Publishes | Twice monthly | Episodes | 94 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingNewsBusinessBusiness News | |||
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Latest Episodes
This week, we're breaking down the Backdoor Roth IRA: the legal workaround that high earners use to get their money into a Roth and let it grow tax-free forever. We'll walk you through exactly how it works, who it's for, the one sneaky tax trap you n... more
What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates that could quietly impact your cash flow, taxes, and savings strategy.
Helpful Information... more
There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound reasonable and get repeated often enough to feel t... more
This episode takes a deep dive into Net Unrealized Appreciation (NUA), a little-known tax strategy that could significantly reduce taxes on company stock held inside a 401(k). John and Nick explain how NUA works, who it’s best suited for, and the key... more
A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, we’re breaking down the year’s biggest headlines and what they may mea... more
Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do.
Helpful Informatio... more
Today, John and Nick dive into the Big Beautiful Bill and what its changes mean for retirees and pre-retirees as the year winds down. They break down updates to tax brackets, standard and senior deductions, SALT caps, and Roth conversion strategies, ... more
Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set... more
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Which podcasts are similar to Retirement Planning?
These podcasts share a similar audience with Retirement Planning:
1. Retirement Planning Education, with Andy Panko
2. Financial Symmetry: Balancing Today with Retirement
3. Retirement Starts Today
4. Real Personal Finance
5. Sound Retirement Radio
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Retirement Planning launched 7 years ago and published 94 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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