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Feb 22, 2025 56 min

Retirement Destination 2-22-25

from Volatile Vet Podcast Hosted by volatilevet

What does “holistic retirement planning” actually mean when a firm says it? On this episode of the Volatile Vet, the R-E-T-I-R-E framework gets spelled out — retirement, estate, taxes, income, risk, and the enjoyment that only shows up when all five are handled — and why conventional “defer, defer, defer” advice quietly hands the IRS a seat at your retirement table, from RMDs to the taxation of your Social Security.

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Retirement Destination 2-22-25

0:00 56:02

Chapters

  1. 1:36 Marker 1
  2. 9:52 Marker 1
  3. 12:29 Marker 2
  4. 12:41 Marker 3
  5. 13:00 Marker 4
  6. 13:23 Marker 5
  7. 15:17 Marker 6
  8. 27:44 Marker 1
  9. 28:01 m
  10. 28:38 Marker 2
  11. 30:04 Marker 3
  12. 32:18 Marker 4
  13. 32:41 Marker 5
  14. 33:01 Marker 6
  15. 55:31 Marker 1

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This episode is 56 minutes long.

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This episode was published on February 22, 2025.

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