Ep 221: Start Retirement Planning Earlier
Retire With Peace
In this episode, Dave Zaegel shares a valuable lesson drawn from a recent client experience. The crux of the story highlights the benefits of starting retirement planning just a couple of years earlier than one might think.
info_outline
Ep 220: IRS has an App!
Retire With Peace
In this episode, Dave Zaegel discusses the new IRS phone app that simplifies access to your tax information, payments, and notices, highlighting how it can make managing your taxes easier and more efficient.
info_outline
Ep 219: Don't Overpay Medicare - IRMAA
Retire With Peace
This episode demystifies Medicare Irma, explaining how it functions as a tax on higher income and how strategic planning can minimize its impact. Host Dave Zaegel shares insights on long-term planning to optimize Medicare premiums and overall retirement finances.
info_outline
Ep 218: Organization as You Age
Retire With Peace
In this episode, Dave Zaegel shares practical tips on how being organized with your personal finances can save you time, reduce stress, and prepare you for unexpected needs like assisted living or loan applications.
info_outline
Ep 217: Power of Attorney in Estate Planning
Retire With Peace
This episode covers the importance of healthcare and financial power of attorney documents, emphasizing their role in protecting you during incapacity and the steps to ensure they are current and effective.
info_outline
Ep 216: Why Financial Planners Matter
Retire With Peace
In this episode, Dave Zaegel explores the importance of professional guidance in financial planning, comparing it to fitness coaching, and emphasizes how experts can help you reach your financial goals more effectively.
info_outline
Ep 215: Noah Built an Ark
Retire With Peace
In this episode, Dave Zaegel draws a biblical analogy with Noah's story to illustrate the importance of preparation and diversification in financial planning. He emphasizes balancing enjoying good times with preparing for inevitable downturns, especially in retirement planning.
info_outline
Ep 214: Use Options for Income
Retire With Peace
In this episode, Dave Zaegel explains how to use covered calls as a simple yet effective strategy to generate additional income from stock investments, especially useful for retirement planning. He demystifies options trading, clarifies common misconceptions, and provides practical examples to help listeners understand how to implement this strategy safely.
info_outline
Ep 213: Protect Against Tax Fraud
Retire With Peace
This episode highlights the importance of vigilance against tax fraud in your retirement planning. Host Dave Zaegel shares practical steps to verify the accuracy of your tax filings and protect yourself from potential fraud.
info_outline
Ep 212: Scenario Planning
Retire With Peace
This episode explores how scenario planning can help you retire with peace by preparing for multiple possible futures. Dave Zaegel shares practical insights on how to incorporate flexibility and foresight into your retirement strategy.
info_outlineIn this episode, Dave Zaegel explores the importance of professional guidance in financial planning, comparing it to fitness coaching, and emphasizes how experts can help you reach your financial goals more effectively.