Podcasts by Retirement Made Simple
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.
Further podcasts by Kevin Lum
Podcast on the topic Geldanlage
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5 BIG Purchases Retirees (Almost) Always Regret! from 2023-10-01T05:17:01
✅ *FREE RETIREMENT ASSESSMENT* ✅ In today's video, we are going to discuss the "5 BIG...
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Unlocking Tax-Free Retirement Income from 2023-09-08T20:53:20
In this episode, we explore five sources of tax-free retirement income.
Understanding these sources can be crucial for minimizing your tax burden during retirement.
In this episo...
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Should You Claim Social Security Early and Invest? 🤔💰 from 2023-08-25T20:01:58
Deciding when to claim Social Security benefits is a decision that affects millions of retirees. In this episode, we delve deep into a popular question: should you claim Social Security early an...
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1 Million Dollars in Tax-Free Retirement Income from 2023-08-18T22:42:40
Are you looking for a smart and tax-efficient strategy to boost your retirement income? In today's video, we delve into the powerful concept of utilizing a taxable brokerage account to maxim...
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Social Security Benefits While Working (Updated for 2023) from 2023-08-12T00:00:41
In this episode, we explore the complexities of earning an income and receiving social security benefits. Key points covered in this episode: -Case Study: A real-life scenario where a prospect...
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Increase Retirement Income Using Little Known Tax Loophole (QLAC) from 2023-08-07T18:48:04
Today we are diving deep into one of the most pressing issues concerning retirees: managing taxes and controlling income in retirement. Especially, when those RMDs can cause a significant port...
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Maximize Your Social Security Income with 5 Proven Steps from 2023-06-30T17:04:57
Are you nearing retirement and wondering how to maximize your Social Security income? Maximizing Social Security benefits is key to retirement planning. In this video, we'll show you five k...
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Retirees Should Spend More Money from 2023-06-06T00:20:31
In this episode of "Retirement Made Simple," we delve into the fascinating world of guaranteed income and its profound impact on retirement spending. We explore why many retirees, desp...
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5 Dangers of Dividend Stocks from 2023-05-31T21:15:37
In this episode, we dive into a topic that's often misunderstood by investors: Dividends. While many people are attracted by the promise of regular income from dividend-paying stocks, it'...
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5 Financial Regrets Over 50 from 2023-05-24T00:14:32
In today's episode of "Retirement Made Simple", we delve into the world of financial regrets and how you can avoid them as you navigate your journey towards retirement. Our discuss...
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5 Things To Do 5 Years Before Retirement from 2023-05-17T17:42:37
In today's episode, we're talking about how to prepare for a smooth transition into retirement. Whether you're five years away from retirement or just starting to think about it, the...
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What should I do with my old 401k? from 2023-05-12T19:47:33
In this episode of "Retirement Made Simple," we take a deep dive into the world of old 401(k) accounts, specifically focusing on five possible options for what you can do with them. Th...
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3 Reasons a 401k is a Bad Idea from 2023-05-02T22:20:09
In this episode, host Kevin Lum focuses on the downsides of investing in a 401k. He starts by providing an overview of the history of 401k and the importance of understanding the potential costs...
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Social Security Timing: Age 62 vs 70 - Maximize Your Benefits! from 2023-04-28T22:18:31
In this episode of Retirement Made Simple, host Kevin Lum, CFP® discusses the critical decision of when to claim Social Security benefits: at age 62 or 70. Should you take Social security right...
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A Beginners Guide to Using an HSA as a Secret Retirement Account from 2022-08-19T23:45:33
In today’s episode I want to explain one of the most overlooked strategies for both reducing your taxable income and investing for the future. In fact, I’m going to show you how you ...
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Where to find higher interest rates for your cash? from 2022-08-16T17:12:42
It seems nearly impossible to find a safe place to park your cash with decent returns. In this episode I'm going to walk through three places you can park extra cash that pay up to 1000% more mo...
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A Few Missings Words Can Cost You a Massive Tax Deduction from 2022-08-05T23:52:35
The IRS recently disallowed a charitable donation, because the donor was missing just a few simple words. And it turns out a lot of donors are making the exact same mistake. In this video I'll w...
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Staying Healthy and Active in Retirement from 2022-07-25T19:00:17
On this episode, we talk with Fari Gonzaque of Transformations by Fari about staying healthy and active in retirement. Fari has been a fitness coach for over 30 years.
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Tips for Dealing with a Recession During Retirement from 2022-07-12T23:19:56
In this episode we explore the question of whether we're headed for a recession along with practical tips for handling a market downturn and economic slowdown.
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Foundry Financial: Market Update (February 2022) from 2022-02-24T01:05:30
In this episode, I recap an email I wrote to our clients about current market volatility and also give my thoughts on the future of the market.
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