PODCAST · business
Volatile Vet Podcast
by volatilevet
Selected episode from the popular radio show The Volatile Vet, hosted by Abshire Family Financial. Contact: 775.444.9335 | VolatileVet.com | [email protected]
Episodes
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The Pre-Tax Penalty 10-24-26
Every dollar you've saved lives in one of three tax columns: taxable, tax-deferred, or tax-free. This week, the Volatile Vet walks through each one and the pre-tax penalty that comes with the middle column: money held in an IRA for decades still comes out taxed like a short-term gain, and it can...
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The Tax Tumor in Your Retirement 10-10-26
Every pre-tax IRA and 401(k) has a silent partner: the IRS, and its share grows every time your account does. This week, the Volatile Vet calls it the tax tumor and shows why cutting it out with a Roth conversion costs you potentially nothing, because that tax was never yours to begin with. Then...
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The Fund That Never Runs Out 9-19-26
This summer's Social Security and Medicare trustees report sounds the alarm on two trust funds, then calls Medicare Parts B and D “adequately financed into the indefinite future.” This week the Volatile Vet explains why that fund can never run out: its funding is reset every year, and the bill...
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What $40 Trillion in Debt Means for Your Retirement 9-12-26
The United States crossed $40 trillion in debt on August 19th — climbing about five and a half million dollars a minute. This week the Volatile Vet skips the outrage and talks about what it means for money you spent decades saving, and how the Compass Report's side-by-side paths let the math, not...
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Pre-tax Retirement and the Widow’s Penalty 8-22-26
A deep dive on conversions and the Widow's Penalty. This week the Volatile Vet uses the Tax Scorecard — part of the Compass Report — to show the other side of the pre-tax equation: one couple's total retirement taxes and surcharges came to about $2.6 million through age 95, even after every...
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The New Retirement Red Zone (and Happiness Dividend) 8-15-26
In football, the red zone is the last twenty yards — the highest-value, least forgiving real estate on the field. This week the Volatile Vet applies it to the years around retirement: why a plan that dominated for decades can still lose, what actual market returns do to a “safe” 5% withdrawal…
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Retirement Under Pressure 7-11-26
Retirement under pressure — from markets, inflation, taxes, healthcare costs, rates, and headlines. The question is no longer “do I have enough,” it's “can my plan hold up?” This week the Volatile Vet tests retirement plans against predictability, correlation, alignment, and net income.
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Should I pay Voluntary Tax? 6-20-26
Should you pay voluntary tax? Most people transfer wealth unnecessarily and unknowingly — through avoidable taxes, unneeded market risk, and fees they never knew they were paying. This week the Volatile Vet covers asset location versus allocation, orphaned retirement accounts, and how to plug the...
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The Retirement Confidence Recession Why Americans Are More Worried Than Ever 6-13-26
The retirement confidence recession. Per Allianz, 83% of Americans felt confident about their financial future in 2020; today it's 70%. This week the Volatile Vet asks why even people with millions feel more stressed than ever — and what actually restores confidence.
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The Confluence of Retirement Goals 6-6-26
Income to live on, a legacy to leave, less IRS involvement, protection from inflation and downturns — the goals differ, the destination is the same. This week the Volatile Vet works a couple's case study from their 401(k), old IRA, pension and Social Security toward one overriding aim: peace and...
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Retirement Goal Confluence 5-23-26
The confluence of retirement goals: however different people's objectives sound, they nearly all point to the same place — peace and confidence. This week the Volatile Vet shows how a Compass Report stress-tests your current path, with a complimentary report offered to the first callers.
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The 2026 Retirement Reality Check 5-16-26
“I've got $1.2 million — I think I'm okay.” Compared to what? This week the Volatile Vet's 2026 Retirement Reality Check argues the wrong question is costing people their retirement, with real-world examples from the office and a hard look at what happens if Social Security's benefit formula...
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9 Myths That Can Turn the Golden Years Blue 5-2-26
Nine myths that can turn the golden years blue — beliefs repeated so often they feel like facts. This week the Volatile Vet breaks them open, including the contingency plan of “I'll just go back to work,” and why a retirement plan built on a contingency you can't control isn't a plan.
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The Quest for Max Income 4-11-26
More yield. Better Social Security timing. Higher returns. Retirees try all of it in the quest for maximum income, and it's where the expensive mistakes get made. This week the Volatile Vet runs every strategy through the P.L.A.N. filter and shifts the question from gross income to what you...
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The IRMAA Ambush 4-4-26
It's on millions of Medicare statements right now, and most people paying it don't know why: IRMAA. This week the Volatile Vet explains the shadow tax where taxes and income collide, why the bill arrives years after the event that triggered it, and the complimentary IRMAA stress test on offer.
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Navigating the RRZ 3-29-26
Navigating the Retirement Red Zone — the years just before and after retirement when sequence-of-return risk does the most damage. This week the Volatile Vet gives the topic a full show, digs into research on retirement buffers using a fixed index annuity, and offers David McKnight's The…
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The Essential 7 Keys to Your Estate Plan 3-21-26
The essential seven keys to your estate plan: will, revocable living trust, financial and healthcare powers of attorney, living will, correct beneficiary designations, and the legacy letter. This week the Volatile Vet covers each one and the most common estate-planning mistakes seen at the firm.
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13 Successful Money Habits 3-7-26
Thirteen successful money habits — because you can't control the Fed, the headlines, or the market, but you can control what you do. This week the Volatile Vet cuts through the noise with habits that matter more than predictions, including a hard look at sequence-of-return risk when you withdraw...
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8 Truths Wall Street Won’t Tell You About Your Retirement 2-21-26
Eight truths Wall Street won't tell you about your retirement. Building wealth and living on it are different skill sets, and average-return charts don't show what happens when the first three years of retirement go badly. This week the Volatile Vet covers the retirement red zone, withdrawal...
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(Asset) Location, Location, Location! 2-7-26
Asset location, location, location. The retirement class you never got — 401(k) versus 403(b) versus TSP, when to convert, the nine-thousand-plus ways to claim Social Security, how to avoid IRMAA — and why losing your three biggest deductions at retirement matters even if your income drops.
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8 Keys to Roth Conversions 1-31-26
Eight keys to deciding whether a Roth conversion makes sense. This week the Volatile Vet introduces the Tax Scorecard — like golf, lower is better — and shows how shifting dollars into the tax-free column can eliminate RMD problems, lower Medicare premiums, and reduce the tax on your Social...
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2026 Retirement Rules Changes 1-24-26
For people doing everything right who still feel something is fragile. This week the Volatile Vet breaks down what changes in 2026 retirement strategy — the new catch-up rules and more — mathematically, psychologically, and behaviorally, so you don't become the person who saved perfectly and…
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Modern Long-term Care Planning 1-17-26
If you're 65 and married, there's a 65–70% chance one of you reaches 90. The real risk isn't dying early — it's living a long time with the wrong income, tax, and risk strategies. This week the Volatile Vet covers modern long-term care planning, including an approach that keeps your money liquid...
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Focus on the P.L.A.N. 1-10-26
Focus on the P.L.A.N. — predictability, low correlation, alignment, net income. This week the Volatile Vet explains why the 401(k) was never designed with the middle class in mind, what a retirement strategy engineered for reliable net income looks like, and offers a favorite book on tax-free...
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Family Wealth and Harmony 12-20-25
Family wealth and harmony — estate and legacy planning in a different light. As the year closes, this week's Volatile Vet focuses on the family meeting most families have never held: why it matters, what it covers, and how Abshire Family Financial helps clients host one.
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5 Core Retirement Income Principles 12-13-25
Five core principles of retirement income planning. The strategies that build wealth are not the strategies that distribute it, and traditional advice leaves retirees exposed to four major risks: longevity, inflation, sequence of returns, and taxes. This week the Volatile Vet lays out the…
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The Great Wealth Transfer & Your Family Legacy 12-6-25
The great wealth transfer is underway — and families lose wealth not because there was no plan, but because nobody knew about it. This week the Volatile Vet gets into hidden expectations, unclear roles, outdated documents, and wrong beneficiaries, plus a giveaway of the firm's digital Holistic...
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9 Big Retirement Updates for 2026 11-22-25
Nine big retirement updates for 2026 and their real impact, modeled in case studies where the math meets the road. This week the Volatile Vet covers the new Social Security earnings thresholds, IRMAA surcharges, and how the Compass Report's holistic path turns these changes into multiple streams…
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Avoid These Spooky Retirement Mistakes 10-25-25
Halloween edition: avoid these spooky retirement mistakes and outsmart the IRS. This week the Volatile Vet plays Ghostbuster to the retirement myths that haunt personal finance — with a case study of a high earner who finally caught her breath after raising kids, and what to fix before the tricks...
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The 7 Keys to Wise Financial Stewardship 10-11-25
The seven keys to wise financial stewardship — principles you may have heard before, applied in ways you probably haven't. Whether you're starting out, deep in the accumulation years, or already retired, this week's Volatile Vet is about having the courage to look at the x-ray and adjust.
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Tax-free Planning vs Inflation 10-4-25
Meet Hank and Emily: 63, $1.2 million in pre-tax accounts, a brokerage account, and an 18% effective tax rate. This week the Volatile Vet runs their Compass Report from current path to holistic path — and shows why four years of Roth conversions changed their retirement against inflation and…
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Common Questions, Uncommon Answers 9-20-25
Common questions, uncommon answers. This week the Volatile Vet answers what listeners ask most about the Compass Report — current path versus holistic path, how the stress test works — and gets into the temporary senior bonus deduction through 2028 and how it accelerates moving money out of...
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Micro vs Macro View 9-13-25
Micro versus macro: why looking at each account in isolation hides the real picture. This week the Volatile Vet walks through account types from taxable to tax-deferred to tax-free — including the ones trending on social media — and how a holistic view changes the decisions you make with each.
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Hidden Potential 9-6-25
Borrowing from Adam Grant's Hidden Potential, this week the Volatile Vet argues that most portfolios have potential their owners can't see — the pieces are usually there, just positioned wrong on the chessboard. Taxes are the largest fee you'll pay in retirement, and when the IRS is your joint...
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Tax-free Income Planning Throughout Retirement 8-23-25
Five streams of tax-free income, built step by step. This episode of the Volatile Vet works a Compass Report case study from a current path full of pitfalls to a plan with far less tax and far more net income — and asks a hard question about a self-funded long-term care plan that would last a…
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Getting Your Retirement to Behave 8-16-25
Ever made a money decision and immediately thought, what was I thinking? This week the Volatile Vet gets into behavioral finance: why smart people make dumb money moves, what fear does to a portfolio when the market drops 12%, and how to get your retirement to behave.
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7 Key Social Security Updates and 7 Claiming Strategies 8-9-25
Seven key Social Security updates and seven claiming strategies, including the one-time do-over most people never hear about. This week the Volatile Vet explains why a real Social Security maximization report has to look at your whole picture — IRAs, Roths, pensions, real estate — not Social...
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Exploring the Engine of a Life Insurance Retirement Plan 8-2-25
Under the hood of a Life Insurance Retirement Plan. Building on last week's tax-columns episode, the Volatile Vet dives into the tax-free column — how a LIRP's engine actually works, what the after-tax numbers look like against a traditional portfolio, and how volatility (standard deviation)…
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Tax Diversification & The Tax Columns 7-26-25
Every financial instrument on earth falls into one of three tax columns: taxable, tax-deferred (“tax procrastination”), and tax-free. This week the Volatile Vet maps brokerage accounts, IRAs, 401(k)s, Roths, annuities and more onto those columns, and explains why the right balance between them is...
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Is the OBBBA Really Beautiful? 7-19-25
Is the One Big Beautiful Bill really beautiful? This episode of the Volatile Vet takes on the near- and long-term tax effects, the new “Trump accounts,” the senior deduction, and the email from the Social Security Administration that overstated some facts and got others flat wrong — plus what the...
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Implications of The One Big Beautiful Bill Act (OBBBA) 7-12-25
The One Big Beautiful Bill Act is law. This week the Volatile Vet breaks down what it actually changes for retirees: the new senior deduction, how the taxation of Social Security really works underneath the headlines, and the planning windows the bill opens for tax-free income strategies.
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7 Essential Elements of Your Estate Plan 6-28-25
Seven essential elements every estate plan must have — will, revocable living trust, financial and healthcare powers of attorney, living will, correct beneficiary designations, and the legacy letter — plus the estate-planning mistakes seen most often. A shift of gears this week on the Volatile Vet.
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The One Big Beautiful Bill and the Tax Scorecard 6-21-25
The One Big Beautiful Bill, read through an economic lens rather than a political one — where it stood in the Senate, what changed in the Finance Committee draft, and what it means for retirement accounts. Then the Tax Scorecard: a case study called Johnny that shows the true lifetime tax bill on...
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Tax Free Retirement: What’s Legal, What’s Smart 6-14-25
Tax-free retirement: what's legal, what's smart, and how the Compass Report tells the two apart. This week the Volatile Vet covers RMD timing traps — including the year that can hit you with two required distributions — the IRS uniform lifetime table, and how to get as close to the 0% tax bracket...
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The Other Side of the Pre-tax Equation 6-7-25
The other side of the pre-tax equation. On this episode of the Volatile Vet: the collateral damage a head-in-the-sand approach to retirement creates, worked out in real numbers — including what happens to a portfolio when you replace a smooth average return with the actual year-by-year returns of...
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Social Security Planning 5-31-25
Five recent updates to Social Security, the “shadow tax” that can cut a benefit check by 30, 40, even 50 percent, and why most advisors never mention it. This week's Volatile Vet also details a giveaway of Tom Hegna's bestseller Paychecks and Playchecks for listeners who set up a free visit and...
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Money Misconceptions 5-24-25
401(k) rollover confusion, small-business finance in a high-rate world, retirement income anxiety, and what the Moody's downgrade of U.S. debt could quietly mean for your future. A Northern Nevada–focused episode of the Volatile Vet, with a complimentary Compass Report on offer for the first...
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The Happiness Dividend 5-17-25
Introducing the Happiness Dividend. This week on the Volatile Vet: why the strategies that got you up the mountain are not the ones that get you safely down, how a retirement buffer and guaranteed lifetime income change the way retirement feels, and where most financial harm actually happens — in...
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Finding Your IPA (Income Production Ability) 5-4-25
Meet Tom and Judy: 60 years old, a million in an IRA, more in a 401(k) and a brokerage account — and paying tax on money they aren't even using. This episode of the Volatile Vet works a full Compass Report case study, finds the income production ability hiding in their portfolio, and shows how...
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Estate and Legacy Planning 4-26-25
Estate and legacy planning rarely has the “wow” of a tax-free strategy — until it's urgent. This week the Volatile Vet walks through the pieces of a complete estate plan, the mistakes seen most often, and a special offer for listeners on a full estate and legacy plan through Abshire Family...
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ABOUT THIS SHOW
Selected episode from the popular radio show The Volatile Vet, hosted by Abshire Family Financial.
Contact: 775.444.9335 | VolatileVet.com | [email protected]
HOSTED BY
volatilevet
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How many episodes does Volatile Vet Podcast have?
Volatile Vet Podcast currently has 56 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Volatile Vet Podcast about?
Selected episode from the popular radio show The Volatile Vet, hosted by Abshire Family Financial. Contact: 775.444.9335 | VolatileVet.com | [email protected]
How often does Volatile Vet Podcast release new episodes?
Volatile Vet Podcast has 56 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to Volatile Vet Podcast 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 Volatile Vet Podcast?
Volatile Vet Podcast is created and hosted by volatilevet.
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