Retirement Planning
How to build, protect, and spend the portfolio you spent decades creating.
From how much is enough, to withdrawal strategy, to Social Security, to RMDs and IRMAA, to the overlooked non-financial side of retirement — the most comprehensive retirement planning shelf in the feed.
- 1Ep. 11Sep 1, 2021
Where to Save for Retirement
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings.
- 2Ep. 42Apr 5, 2022
Your 401(k) Questions Answered
In this episode, Peter answers listener questions about 401(k) accounts.
- 3Ep. 54Jun 28, 2022
How Much Money Do You Need to Retire?
People are living longer. Healthcare costs are rising. And we have no idea what Social Security will look like in the future. So it’s no surprise that even the best savers have uncertainty around whether they are doing enough.
- 4Ep. 78Dec 13, 2022
What To Do With RMDs You Don’t Need
After age 72, a Required Minimum Distribution (or RMD) must be withdrawn from your traditional IRAs and 401(k)s each year—whether you need it or not.
- 5Ep. 79Dec 20, 2022
IRMAA Fees In Retirement & How To Avoid Them with Taylor Schulte
Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA.
- 6Ep. 103Jun 6, 2023
HSAs – Supercharge Your Retirement Savings With This Powerful Account
There isn’t a better retirement savings account than a Health Savings Account (HSA).
- 7Ep. 141Feb 27, 2024
Evaluating Retirement Withdrawal Strategies with Christine Benz
Welcome to this episode of the “Long-Term Investor,” a proud member of the Retirement Podcast Network.
- 8Ep. 150Apr 30, 2024
Roth vs Traditional 401(k)s: Which Is Right For You?
When should you use a Roth 401(k) instead of a Traditional 401(k)?
- 9Ep. 172Oct 2, 2024
Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates?
Today, we’re exploring a timely topic: Roth conversions and the potential expiration of the Tax Cuts and Jobs Act in 2026. For many of us, this presents an important opportunity to lock in today’s lower tax rates.
- 10Ep. 180Nov 27, 2024
Rethinking Bonds: How to Strengthen Your Retirement Portfolio in Today’s Market With David Braun
In this episode, PIMCO’s David Braun returns to the show to explain some important fundamental concepts that really unlock the potential of bonds, IMO.
- 11Ep. 185Jan 1, 2025
Retirement Planning: Should You Go It Alone or Hire An Advisor?
At some point, most investors face the same dilemma: should you manage your money yourself or hire a professional to help you?
- 12Ep. 188Jan 22, 2025
How Much Do You Need to Retire Comfortably? (Key Benchmarks and Milestones Explained)
That’s the million-dollar question. Or is it the $2 million question? Maybe it’s $5 million or $10 million.
- 13Ep. 189Jan 29, 2025
A Life-Changing Retirement Is About More Than Money With Benjamin Brandt
Ben Brandt, host of the Retirement Starts Today Podcast and Founder of Capital City Wealth Management, joins me to discuss his new book, Retirement Starts Today. Together we explore fresh perspectives on retirement planning, focusing on mindset shifts, financial strategies, and emotional preparation for a meaningful post-career life.
- 14Ep. 200Apr 16, 2025
The Overlooked Aspects Most Retirement Plans Miss With Christine Benz
Retirement isn’t just about saving enough money—it’s about making the right decisions once you get there. And yet, the transition from saving to spending, managing investments in retirement, and maintaining purpose beyond work are all things that many people struggle with.
- 15Ep. 203May 7, 2025
Income vs. Total Return: Which Strategy Builds A More Reliable Retirement?
Today we’re tackling one of investing’s biggest myths—the idea that you should only spend the dividends and interest from your portfolio and never touch the principal.
- 16Ep. 205May 21, 2025
I’m Close to Retirement and the Market is Crazy…Now What?
I’ve been traveling quite a bit the past few weeks—flying to all corners of the country for a wide variety of reasons. And truthfully, I’ve probably traveled more than the average person ever since I was a kid. An extraordinarily diverse set of locations, planes, seating arrangements, and weather conditions. So I can confidently say I’m an experienced flier.
- 17Ep. 226Oct 15, 2025
From Numbers to Meaning When Building Your Retirement Plan with Carl Richards
When people think of Carl Richards, they think of simple sketches with big meaning. Each line captures an idea about how humans relate to money—our fears, habits, and values. In our conversation, we dive deep into Your Money, a book designed to start the conversations most people avoid.
- 18Ep. 240Jan 21, 2026
Inside the Engine: The Assumptions Behind Your Monte Carlo Retirement Plan
Today we’re going behind the scenes on something that drives almost every modern financial plan: the assumptions inside a Monte Carlo analysis.
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