PODCAST · education
Iron Plan Radio
by Mal Mason & Chae Kyle
Mal Mason, Chae Kyle and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.For more information or to get your own questions answered, call or text (888) 532-0503.
Episodes
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Mal Mason and Chae Kyle discuss critical concerns retirees will face in 2025, as highlighted by Goldman Sachs.
Mal Mason and Chae Kyle discuss critical concerns retirees will face in 2025, as highlighted by Goldman Sachs. They explore the concept of the 'financial vortex' that overshadows retirement planning, emphasizing the importance of discipline and planning. The conversation also touches on the role…
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Mal Mason discusses the complexities of retirement planning in 2025
Mal Mason discusses the complexities of retirement planning in 2025, emphasizing the importance of intelligent risk management, long-term care planning, and the emotional aspects of financial decision-making. They highlight the need for a comprehensive retirement strategy that addresses…
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The conversation explores the multifaceted aspects of retirement, emphasizing the transition from a structured work life to a more flexible but uncertain financial landscape.
The conversation explores the multifaceted aspects of retirement, emphasizing the transition from a structured work life to a more flexible but uncertain financial landscape. It discusses the importance of financial planning, understanding withdrawal rates, and the emotional challenges of losing…
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Mal Mason and Chae Kyle discuss the complexities of retirement planning.
Mal Mason and Chae Kyle discuss the complexities of retirement planning, emphasizing the importance of understanding one's financial needs, budgeting, and the psychological aspects of money management. They explore the limitations of Social Security, the critical errors in retirement planning…
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Mal and Chae delve into behavioral finance.
Mal and Chae delve into behavioral finance, exploring how emotions, biases, and cognitive limitations influence financial decisions, particularly as individuals approach retirement. The discussion emphasizes the importance of financial education, the need for effective financial planning, and the...
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Mal Mason and Chae Kyle discuss the financial landscape for Baby Boomers, who collectively hold a significant amount of wealth.
Mal Mason and Chae Kyle discuss the financial landscape for Baby Boomers, who collectively hold a significant amount of wealth. They explore strategies for preserving this wealth, including tax-efficient methods and the use of life insurance. The conversation also delves into the risks associated...
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Mal Mason and Chae Kyle discuss the feasibility of retiring in three years or less.
Mal Mason and Chae Kyle discuss the feasibility of retiring in three years or less, emphasizing the importance of financial planning, cash flow management, and understanding health insurance costs. They highlight the need for discipline in saving and investing, strategies for maximizing…
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Mal Mason and Chae Kyle cover significant upcoming changes in retirement planning, particularly focusing on 401k plans and Roth contributions.
Mal Mason and Chae Kyle cover significant upcoming changes in retirement planning, particularly focusing on 401k plans and Roth contributions. The hosts discuss the benefits of these changes, especially for those nearing retirement, and emphasize the importance of strategic tax planning. They…
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Mal Mason and Chae Kyle discuss the essential strategies for wealth preservation and financial planning.
Mal Mason and Chae Kyle discuss the essential strategies for wealth preservation and financial planning. They emphasize the importance of creating a comprehensive financial plan, maintaining cash reserves, minimizing taxes, and establishing a solid estate plan. The discussion also highlights the...
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Mal Mason and Chae Kyle discuss the realities of retirement.
Mal Mason and Chae Kyle discuss the realities of retirement, emphasizing the importance of financial planning, understanding social security, and maintaining health as key components to a successful retirement. They address common concerns such as market volatility and inflation, while also...
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Mal Mason and Chae discuss the realities of retirement planning, highlighting common mistakes retirees make.
Mal Mason and Chae discuss the realities of retirement planning, highlighting common mistakes retirees make, such as underestimating expenses and failing to account for healthcare costs. They emphasize the importance of maximizing social security benefits and having a solid tax strategy. The...
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Mal Mason and Chae Kyle creatively explore retirement planning through the lens of Halloween candy, drawing parallels between popular sweets and essential financial strategies.
Mal Mason and Chae Kyle creatively explore retirement planning through the lens of Halloween candy, drawing parallels between popular sweets and essential financial strategies. They discuss the importance of diversification, multiple income streams, and long-term planning, while also addressing…
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Mal and Chae creatively explore retirement planning through the lens of Halloween candy, drawing parallels between popular sweets and essential financial strategies.
Mal and Chae creatively explore retirement planning through the lens of Halloween candy, drawing parallels between popular sweets and essential financial strategies. They discuss the importance of diversification, multiple income streams, and long-term planning, while also addressing the…
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Mal Mason and Chae Kyle discuss the importance of early retirement savings, the role of budgeting, healthcare costs, and the impact of inflation on retirement plans.
In this conversation, Mal Mason and Chae Kyle discuss the importance of early retirement savings, the role of budgeting, healthcare costs, and the impact of inflation on retirement plans. They emphasize the need for a balanced approach to financial planning, including the use of annuities and the...
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Mal Mason and Chae Kylediscuss essential strategies for retirement planning, emphasizing the importance of being kind to oneself during the financial planning process.
Mal Mason and Chae Kylediscuss essential strategies for retirement planning, emphasizing the importance of being kind to oneself during the financial planning process. They outline key principles for saving, investing wisely, and the significance of starting early. The conversation also covers…
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Mal Mason, and Chae Kyle discuss the multifaceted aspects of retirement planning.
Mal Mason, and Chae Kyle discuss the multifaceted aspects of retirement planning. They emphasize the importance of not just saving for retirement but also understanding the various components that contribute to a successful retirement, including healthcare costs, social security benefits, tax...
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Mal Mason and Chae Kyle discuss recent financial headlines and their impact on retirement planning.
Mal Mason and Chae Kyle discuss recent financial headlines and their impact on retirement planning. They cover topics such as the disconnect between retirement expectations and reality, the importance of tax planning, and signs that indicate potential financial heartbreak. The hosts emphasize the...
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Mal Mason and Chae Kyle discuss the lessons we can learn from monarchs about money and retirement.
Mal Mason and Chae Kyle discuss the lessons we can learn from monarchs about money and retirement. They highlight four key lessons: understanding cash flow, avoiding short-term gains, avoiding emotional spending, and seeking expert advice. They emphasize the importance of creating a retirement…
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Mal Mason and Chae Kyle discuss various topics related to retirement planning.
Navigating market volatility can be challenging for individuals nearing retirement. Here are some key strategies to help manage risk and protect your retirement savings in these tumultuous times. In this conversation, Mal Mason and Chae Kyle discuss various topics related to retirement planning....
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Mel Mason and Chae Kyle discuss the historical impact of financial crises and the lessons we can learn from them to better prepare for retirement.
In this conversation, Mel Mason and Chae Kyle discuss the historical impact of financial crises and the lessons we can learn from them to better prepare for retirement. They emphasize the importance of learning from history and planning ahead. They discuss the Great Depression, the Great…
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Mal Mason and Chae Kyle emphasize the importance of having a solid income strategy and retirement savings.
The conversation discusses signs that indicate it's time to retire, including financial readiness, debt management, emotional readiness, and health considerations. The hosts emphasize the importance of having a solid income strategy and retirement savings. They also mention the need to have a…
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Mal Mason and Chae Kyle highlight a study that shows a crisis for baby boomers set to retire between 2024 and 2030.
A commissioned study highlights a retirement crisis for baby boomers set to retire between 2024 and 2030. Two-thirds of this group struggle to maintain their current lifestyles post-retirement, with many possessing assets of $250,000 or less. The study reveals the need for careful planning and...
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Financial fitness is measured by factors such as living within means, managing debt, and having an emergency fund. 20245-07-19 Iron PLan Radio Ep 59
Financial health is closely tied to physical and mental health. Money is an emotional topic that can impact overall well-being. Financial literacy is crucial for making informed decisions. Establishing trust and effective communication with a financial advisor is important. Financial stress can...
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Mal Mason and Chae Kyle discuss the most searched financial planning questions and provide answers.
In this conversation, Mal Mason and Chae Kyle discuss the most searched financial planning questions and provide answers. They explain the role of a financial advisor in helping individuals create and grow their wealth to achieve financial independence. They emphasize the importance of having a...
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In this conversation, Mal Mason and Chae Kyle discuss various topics related to financial planning and retirement.
In this conversation, the hosts discuss various topics related to financial planning and retirement. They emphasize the importance of having an income plan that will last throughout retirement and offer a free financial review to help individuals recognize unnecessary losses in their portfolio…
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Mal Mason and Che Kyle discuss various financial planning topics, including saving for retirement, market volatility, income planning, and estate planning.
It's important for women to take an active role in their financial planning. Caregiving and overspending on children can hinder women's retirement planning. It's crucial for women to prioritize their own financial well-being. In this conversation, Mal Mason and Che Kyle discuss various financial...
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The conversation explores how to combat economic downturns, inflationary pressures, and identify financial planning red flags.
The conversation explores how to combat economic downturns, inflationary pressures, and identify financial planning red flags. It emphasizes the importance of understanding the purpose of your money and having a clear plan for retirement. The hosts discuss the need for a fiduciary advisor who…
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The retirement world has undergone significant changes in recent years. The conversation covers the impact of these changes, including the good, the bad, and the ugly.
The retirement world has undergone significant changes in recent years. The conversation covers the impact of these changes, including the good, the bad, and the ugly. They discuss topics such as the Secure Act 2.0, which allows for the deferral of required minimum distributions (RMDs), and the...
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The conversation covers the impact of election years on investment strategies, the role of fear and misinformation, the importance of managing money regardless of political party.
The conversation covers the impact of election years on investment strategies, the role of fear and misinformation, the importance of managing money regardless of political party, the impact of market predictions, the significance of consistency and discipline in investment strategies, the risks…
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Mal Mason and Chae Kyle discuss the confusion and lack of clarity surrounding financial and economic topics.
In this conversation, the hosts discuss the confusion and lack of clarity surrounding financial and economic topics. They critique a clip from Jared Bernstein, the chair of the United States Council of Economic Advisers, who struggles to explain monetary policy. They also debate the 4% rule in...
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The conversation covers the retirement crisis, the future of Social Security, and the role of financial planning in divorce.
The conversation covers the retirement crisis, the future of Social Security, and the role of financial planning in divorce. The hosts discuss the increasing retirement crisis in America and the need for individuals to take control of their financial future. They highlight the importance of...
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Mal Mason and Chae Kyle discuss common misconceptions about retirement and provide tips to help listeners avoid making missteps on their way to and through retirement.
In this conversation, Mal Mason and Chae Kyle discuss common misconceptions about retirement and provide tips to help listeners avoid making missteps on their way to and through retirement. They cover topics such as spending in retirement, life expectancy, living expenses, taxes, and social...
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The conversation covers topics such as retirement planning, income strategies, market performance, and the importance of having a comprehensive financial plan.
The conversation covers topics such as retirement planning, income strategies, market performance, and the importance of having a comprehensive financial plan. The hosts discuss the benefits of guaranteed income strategies offered by large private banking firms like Goldman Sachs and Nationwide....
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Mal Mason and Che Kyle discuss retirement savings for individuals in their 50s. They emphasize the importance of starting to save and create a plan, even if it's later in life.
In this conversation, Mal Mason and Che Kyle discuss retirement savings for individuals in their 50s. They emphasize the importance of starting to save and create a plan, even if it's later in life. They also discuss the benefits of annuities and life insurance contracts for retirement savings.…
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The conversation covers various tips and strategies to help individuals prepare for retirement.
The conversation covers various tips and strategies to help individuals prepare for retirement. The first part focuses on new rules and changes brought about by the Secure Act 2.0, such as Roth accounts in defined contribution plans and retirement savings and student loan payments. The hosts also...
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Mal Mason and Chae Kyle discuss five important questions to ask your advisor about inflation and its impact on your retirement plan.
On today's show, Mal Mason and Chae Kyle discuss five important questions to ask your advisor about inflation and its impact on your retirement plan. They also touch on the recent statements made by Jerome Powell, the Federal Reserve Chair, regarding interest rates and inflation. The hosts...
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Mal Mason and Chae Kye discuss the importance of being proactive in financial planning and debunk common myths about annuities.
In this episode, the hosts discuss the importance of being proactive in financial planning and debunk common myths about annuities. They emphasize the need for financial education and offer free analysis and risk assessments to help individuals make informed decisions. The conversation also…
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Mel Mason and Che Kyle discuss the impact of social media on financial literacy. They highlight the dangers of following financial advice on platforms like TikTok, where unqualified influencers often spread misinformation.
In this conversation, Mel Mason and Che Kyle discuss the impact of social media on financial literacy. They highlight the dangers of following financial advice on platforms like TikTok, where unqualified influencers often spread misinformation. The hosts emphasize the importance of responsible...
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Mal Mason and Shae Kyle discuss various financial topics related to retirement planning.
The conversation covers various aspects of retirement planning, including considerations before retiring early, debt assessment and budgeting, finding balance in retirement, risk tolerance and overall goals, understanding different types of accounts, and dealing with divorce in retirement. In…
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Mal Mason and Chae Kyle discuss the importance of reviewing and refreshing your financial plan. The conversation covers various topics related to financial planning and life lessons from legendary coaches.
In this conversation, Mal Mason and Chae Kyle discuss the importance of reviewing and refreshing your financial plan. The conversation covers various topics related to financial planning and life lessons from legendary coaches. The importance of regular checkups and proactive steps in financial...
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Mal Mason and Che Kyle discuss the role of financial advisors as life coaches and the importance of a team approach in financial planning.
Mal Mason and Che Kyle discuss the role of financial advisors as life coaches and the importance of a team approach in financial planning. They emphasize the need for financial guidance and the vulnerability of couples in the financial planning process. They also highlight the importance of the...
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Mal Mason and Chae Kyle discuss the importance of understanding taxes in retirement and creating a tax-efficient strategy.
The conversation discusses the importance of understanding taxes in retirement and creating a tax-efficient strategy. It highlights the various types of income that are taxed in retirement, including Social Security benefits and pensions. Mal and Chae also emphasize the benefits of tax-free…
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Mal Mason and Chae Kyle discuss the importance of estate planning and the components involved.
Mal Mason and Chae Kyle discuss the importance of estate planning and the components involved. They emphasize the need for wills, trusts, powers of attorney, and health care directives. They also highlight the potential disputes and challenges that can arise in estate planning. The conversation...
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Mal Mason and Chae Kyle focus on the importance of financial education and taking control of one's financial situation. I
Mal Mason and Chae Kyle focus on the importance of financial education and taking control of one's financial situation. It emphasizes the impact of financial differences on relationships and the need for proper financial planning. The hosts also discuss the importance of teaching financial…
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Mal Mason and Chae Kyle discuss the correlation between football and retirement planning, emphasizing the importance of hiring the right people and having a solid strategy.
Mal Mason and Chae Kyle discuss the correlation between football and retirement planning, emphasizing the importance of hiring the right people and having a solid strategy. They highlight the significance of the financial red zone, which is the five to ten years before retirement, and stress the...
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Iron Plan Radio Retirement is all about adjusting to change, including changes in schedule, social life, and income. Mal Mason and Chae Kyle say it's important to find hobbies and maintain a balance in retirement.
Retirement is all about adjusting to change, including changes in schedule, social life, and income. Mal Mason and Chae Kyle say it's important to find hobbies and maintain a balance in retirement. Budgeting and understanding income in retirement is crucial, especially considering the impact of...
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Iron Plan Radio Mal and Chae emphasize the importance of aligning retirement goals and regularly revisiting them.
The conversation discusses various aspects of retirement planning, including the un-bucket list, coping with loneliness, sequencing returns, tax planning, and retirement planning for couples. Mal and Chae emphasize the importance of aligning retirement goals and regularly revisiting them. They…
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Iron Plan Radio Mal Mason and Chae Kyle have some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024.
A new year with new resolutions. The question is, how long will they last. Mal Mason and Chae Kyle have some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. The show winds up with questions from listeners. Visit My Iron Plan to learn...
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Iron Plan Radio To help kickstart the process Mal Mason and Chae Kyle have put together steps to help you get started on your road to retirement.
As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process Mal Mason and Chae Kyle have put together steps to help you get started. The show winds up with questions from listeners. Visit My Iron Plan to...
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Iron Plan Radio Mal Mason and Chae Kyle seek to calm the fears and offer you some strategies to help make sure you don't run out of money in retirement.
According to a recent GoBanking survey 66% of Americans are concerned about running out of money in retirement. Mal Mason and Chae Kyle seek to calm the fears and offer you some strategies to help make sure that doesn’t happen. The show winds up with questions from listeners. Visit My Iron Plan…
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ABOUT THIS SHOW
Mal Mason, Chae Kyle and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.For more information or to get your own questions answered, call or text (888) 532-0503.
HOSTED BY
Mal Mason & Chae Kyle
CATEGORIES
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