PODCAST · education
Retirement Deep Dives - Motion Retirement
by Josh Rendler, CFP®
Retirement Deep Dives in under 10 minutes. Retirement education for people who’ve already done the hard part. CFP®-led insights on turning your portfolio into a paycheck, minimizing taxes, and enjoying what you’ve built.MotionRetirement.com
Episodes
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Smart Retirement Planning: 3 Mistakes to Watch Out For
Uncover the hidden mistakes that can derail your retirement plans long before you even start enjoying them. What You'll Learn Mistake #1: Generic Retirement Plans (00:00:32) Discover why a one-size-fits-all approach to retirement planning can leave you unprepared and how to create a personalized...
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Retire Earlier: Create Your Own Strategy
Challenge the common belief that you need a specific savings target to retire successfully. Instead, we introduce a three-step framework that focuses on understanding your true retirement expenses, mapping out an income strategy, and allowing for flexibility in your plan. By the end, you'll see…
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Maximize Your Social Security Benefits: Key Strategies Explained
Dive into the often-overlooked aspects of Social Security that can significantly impact your retirement income. Join me, Josh, as we explore four key strategies that can help you maximize your benefits and avoid common pitfalls. You'll gain clarity on how to make informed decisions that align…
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Smart Moves After 59.5: Avoid Costly Retirement Mistakes
Dive into a crucial milestone for retirees: turning 59 and a half. You'll learn how this age unlocks access to your retirement accounts without penalties, but also the potential pitfalls that can impact your financial future. Join us as we explore smart strategies to maximize your retirement...
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Enjoy Your Retirement: Tips to Spend Your Nest Egg
We dive into the emotional challenges retirees face when it comes to spending their hard-earned savings. You’ll learn why many retirees feel anxious about enjoying their money and how to shift your mindset to embrace the freedom you’ve worked so hard to achieve. What You'll Learn Understand the...
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Keep More Money: Tax Strategies for Selling Investments
We explore the powerful strategy of tax gain harvesting and how it can save you thousands in taxes during retirement. You'll learn how two investors, Alice and Bob, made different choices with their investments and the significant impact those choices had on their tax bills. By the end, you'll...
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How to Save Big on Taxes in Your Retirement Years
Dive into three sneaky tax traps that could cost wealthy retirees hundreds of thousands of dollars. Avoid these pitfalls and learn proactive strategies to help you keep more of your hard-earned money. What You'll Learn The Medicare-Irma Ambush (00:42) Discover how your past income can…
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Avoiding Common Mistakes That Hurt Your Retirement Savings
We dive into the three psychological traps that can derail your retirement portfolio: confirmation bias, loss aversion, and anchoring. You'll learn how these biases affect your investment decisions and discover practical strategies to build awareness and stay disciplined, even during market...
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Why Smart Retirees Put $50k Into Donor Advised Funds
Episode Summary In this episode, we dive into the world of donor-advised funds and how they can transform your charitable giving while maximizing your tax benefits. You’ll learn how to turn a $50,000 donation into a potential $20,000 tax savings, all while creating a lasting giving strategy for...
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Retirement Shock That Can Wipe Out $1 Million in 5 Years
Episode Summary In this episode, we dive into the hidden danger of sequence of return risk and how it can impact your retirement savings. You'll learn how two retirees with the same portfolio can end up with drastically different outcomes based solely on market timing. We’ll explore practical...
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ABOUT THIS SHOW
Retirement Deep Dives in under 10 minutes. Retirement education for people who’ve already done the hard part. CFP®-led insights on turning your portfolio into a paycheck, minimizing taxes, and enjoying what you’ve built.MotionRetirement.com
HOSTED BY
Josh Rendler, CFP®
CATEGORIES
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Frequently Asked Questions
How many episodes does Retirement Deep Dives - Motion Retirement have?
Retirement Deep Dives - Motion Retirement currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retirement Deep Dives - Motion Retirement about?
Retirement Deep Dives in under 10 minutes. Retirement education for people who’ve already done the hard part. CFP®-led insights on turning your portfolio into a paycheck, minimizing taxes, and enjoying what you’ve built.MotionRetirement.com
How often does Retirement Deep Dives - Motion Retirement release new episodes?
Retirement Deep Dives - Motion Retirement has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Retirement Deep Dives - Motion Retirement?
You can listen to Retirement Deep Dives - Motion Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retirement Deep Dives - Motion Retirement?
Retirement Deep Dives - Motion Retirement is created and hosted by Josh Rendler, CFP®.
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