All Episodes
The Sage Investor — 27 episodes
When Rising Prices Start Testing Your Retirement Plan
Why April 15 is Too Late for Real Tax Planning
Annuities Explained: What’s Real, What’s Misleading, and What Matters
The Retirement Descent: Avoiding a Financial Crash Near the Finish Line
How Emotion Driven Money Habits Derail Retirement Plans
Is Your Retirement Balancing on a One-Legged Stool?
AI, Emotion, and Your Money: The New Rules of Financial Planning
From Intimidation to Empowerment: Taking Charge of Your Money
Retirement Detours: How to Make the Best Social Security Choices
Why Women Need a Different Retirement Plan
From Overwhelmed to Prepared: Women and Asset Protection
Why Women Can’t Afford to Ignore Their Financial Future
Unlocking Financial Freedom: The 50-30-20 Rule Explained
Emotional Baggage and Your Wallet: Rebuilding Financial Confidence - Part 1
How to determine if you have enough to retire
Why Larry became a financial planner
3 types of pension plans and ways to maximize payments
Qualified charitable distributions
3 changes with the IRS in 2025
3 elements of asset allocation and diversification
Understanding Required Minimum Distributions (RMDs)
The Risks of Over-Saving in Qualified Plans
Qualified vs. non-qualified money
Elections and the Need for Calm
The Sage Investor Podcast Trailer
Explaining the ins and outs of the 401(k) and the Roth 401(k)
Getting to know Larry Kiser and why he named his firm “Sage Wealth Design”