Active

Retired-ish

From Planable Wealth•Produced by Steve Stewart Podcast Productions•Hosted on libsyn.com
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning firm for retirees, Planable Wealth. In each episode, Cameron shares actionable ideas and strategies to help you Simplify Investing, Reduce Taxes, & Grow Your Net Worth, so you can retire on your terms! Cameron will answer some of the top concerns of retirees including: How can I potentially pay less in taxes to the IRS? How can I better preserve my retirement nest egg and draw a sufficient income? How can I simplify my investments? How can I keep more wealth in the family? Cameron also takes a deep dive into more complex issues retirees face regarding retirement income, estate planning, Medicare, Social Security and more! Retirement doesn't have to be a means to an end. To be Retired-ish means to have the CONFIDENCE and FREEDOM to spend your time on what matters most, and retire on your terms! Cameron believes this can be achieved through well-designed financial planning that adapts to life's unknowns. Find more information about Cameron or ask a question you would like answered on the podcast by visiting retiredishpodcast.com Want even more detailed retirement planning insights? Join our monthly Retired·ish Newsletter!
Retired-ish podcast cover
Show format
Episode count102 since

Earlier episodes

  • Divorce in California Part 2: How Are Pension Benefits Calculated and Divided?37 minE100
  • Divorce in California Part 1: Understanding Pension Benefits34 minE99
  • How to Mitigate Taxes & Diversify a Large Stock Position: Part 246 minE98
  • How to Mitigate Taxes & Diversify a Large Stock Position: Part 138 minE97
  • IRA and 401(k) Planning Opportunities During Volatile Markets40 minE96

The Data

PublishesEvery two weeks
Typical episode38 min
Production styleFreelance producer - editing only
Promotion responsibilityIn-house team
LanguageEnglish

Similar podcasts