Retirement Curveballs: Are You Ready for the Unexpected? | Tax-Smart Moves for a Confident Retirement | How Flexible Is Your Retirement Plan—Really? episode artwork

EPISODE · Nov 4, 2025 · 22 MIN

Retirement Curveballs: Are You Ready for the Unexpected? | Tax-Smart Moves for a Confident Retirement | How Flexible Is Your Retirement Plan—Really?

from Ivanoff Retirement Insights · host Travis Ivanoff

Are you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life’s curveballs. Discover how the Ivanoff Quadrant System, tax-loss harvesting, and smart asset allocation can help you retire with confidence—no matter your savings or where you live. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth Management Sources: https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 4, 2025

Embed this episode

Ready to play

Retirement Curveballs: Are You Ready for the Unexpected? | Tax-Smart Moves for a Confident Retirement | How Flexible Is Your Retirement Plan—Really?

0:00 22:27

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Ivanoff Retirement Insights?

This episode is 22 minutes long.

When was this Ivanoff Retirement Insights episode published?

This episode was published on November 4, 2025.

Can I download this Ivanoff Retirement Insights episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!