Cover image of The Retirement Planning Podcast

The Retirement Planning Podcast

Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social secur... Read more

Ranked #1

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To Roth or Not to Roth? Rich and Steve Discuss Roth Conversions

To Roth or Not to Roth? Rich and Steve Discuss Roth Conversions

On this episode of the Retirement Planning Podcast, Certified Financial Planner™ professionals, Rich Paul and Steven Pau... Read more

26 Apr 2018

8mins

Ranked #2

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What are Retirees Most Worried About?

What are Retirees Most Worried About?

What are retirees most worried about these days? Listen in as financial advisors, Richard and Steven Paul discuss Market... Read more

2 Apr 2018

6mins

Ranked #3

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The Perfect Storm for Retirees - Market Highs and Interest Rate Lows

The Perfect Storm for Retirees - Market Highs and Interest Rate Lows

Rich and Steve discuss the two of the main retirement risks investors are facing today - Market Highs and Interest Rate ... Read more

22 Mar 2018

7mins

Ranked #4

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Ford, GM, and Chrysler Pension Buyouts & Not Procrastinating on Planning for Retirement

Ford, GM, and Chrysler Pension Buyouts & Not Procrastinating on Planning for Retirement

Certified Financial Planner™ professionals, Rich Paul and Steven Paul, discuss not procrastinating when it comes to reti... Read more

7 Mar 2018

8mins

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Ranked #5

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Estate Planning - Are You Flirting with Disaster?

Estate Planning - Are You Flirting with Disaster?

In this episode of the Retirement Planning Podcast, Rich and Steve discuss the importance of estate planning. If you don... Read more

19 Apr 2018

6mins

Ranked #6

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From the Mailbag - RMD from an Inherited IRA? Max out my 401k?

From the Mailbag - RMD from an Inherited IRA? Max out my 401k?

Questions from the mailbag:  Should I max out my 401k? Should I cash out of my company stock? Do I need to take an RMD f... Read more

4 Apr 2018

5mins

Ranked #7

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Rich and Steve Discuss Loss of Spouse Risk and Putting a Plan in Place

Rich and Steve Discuss Loss of Spouse Risk and Putting a Plan in Place

Losing a spouse is the most difficult experience a person can endure in retirement. When it happens, you lose more than ... Read more

15 May 2018

9mins

Ranked #8

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The Bond Bears Are Out of Hibernation - Retirement Planning Podcast

The Bond Bears Are Out of Hibernation - Retirement Planning Podcast

Rich and Steve discuss the traditional 60/40 retirement portfolio, and how we can't expect the same returns out of bonds... Read more

27 Apr 2018

8mins

Ranked #9

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The Death of the Stretch IRA - Rich & Steve Discuss The Secure Act & Other Changes for 2020

The Death of the Stretch IRA - Rich & Steve Discuss The Secure Act & Other Changes for 2020

On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent passing of The Secure Act and ho... Read more

9 Jan 2020

9mins

Ranked #10

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Wade Pfau, Ph.D., CFA, RICP Discusses His New Book "Safety-First Retirement Planning"

Wade Pfau, Ph.D., CFA, RICP Discusses His New Book "Safety-First Retirement Planning"

Rich welcomes special guest, Wade Pfau, to the Retirement Planning Podcast. They discuss his new book "Safety-First Reti... Read more

17 Oct 2019

16mins

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