
Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan fi... more
| Publishes | Infrequently | Episodes | 20 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

The Hidden Danger of Sequence of Returns Risk
The Retirement Planning Podcast | Season 2, Episode 2
Hosts: Darrin McComas & Jason Fox
In this episode, Darrin and Jason tackle the "roller coaster" volatility currently hitting the markets in early 20... more
S2E1: 2026 Retirement Strategies - Moving Beyond Cookie-Cutter Portfolios
Episode Overview
As we head into 2026, the financial landscape is shifting. With market pundits split between "Dow 60,000" and "market crash" predictions, the "set it and for... more
In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox are joined by Kirsten Schlumbohm from C2P, to discuss the pressing topic of long-term care insurance. The conversation covers the high likelihood of needing long-t... more
In this episode of the Retirement Planning Podcast, host Darrin McComas, along with Jason Fox, explores crucial aspects of retirement planning with a focus on capital gains tax opportunities introduced by 'The One Big Beautiful Bill.' They discuss va... more
In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox celebrate Life Insurance Awareness Month by discussing the vital aspects of life insurance with Stoyan Petev, VP of Advanced Markets at C2P. The episode delves int... more
OBBB: Maximizing Tax Efficiency for Retirement with Roth Conversions and More
In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox offer expert insights into optimizing retirement planning with a focus on Roth conve... more
In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox are joined by social security expert Heather Schreiber (IRMAACP™, RICP®, NSSA®). They discuss the complexities of retirement planning, including investment strateg... more
In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox welcome Jason Smith, CEO of Prosperity Capital Advisors and author of 'The Bucket Plan'. Jason shares his journey of founding Prosperity Capital Advisors and devel... more
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These podcasts share a similar audience with The Retirement Planning Podcast:
1. Retirement Answers
2. Retirement Planning Education, with Andy Panko
3. Big Picture Retirement®
4. Ready For Retirement
5. Retirement Starts Today
The Retirement Planning Podcast launched 2 years ago and published 20 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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