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Retire With Confidence

The Retire With Confidence podcast brings you actionable information for your retirement planning. Topics include financial planning, taxes, investments, social security, Medicare, personal health & wellness, and much more. Join Dave Zaegel, CPA, CFP as he covers various financial and lifestyle topics to help you Retire With Confidence.

info_outline Ep 63: No Evolutionary Programming for Retirement 10/03/2023
info_outline Ep 62: Online and Self Planning Tools 09/26/2023
info_outline Ep 61: Consolidating Retirement Accounts 09/19/2023
info_outline Ep 60: Estate Planning - Setting Up an Irrevocable Trust 09/12/2023
info_outline Ep 59: Estate Planning - Inheriting Trust Assets 09/05/2023
info_outline Ep 58: Estate Planning - Trust Basics 08/29/2023
info_outline Ep 57: Estate Planning - Will Basics 08/22/2023
info_outline Ep 56: Legacy Interviews with Vance Crowe 08/15/2023
info_outline Ep 55: May the Odds Be Ever in Your Favor 08/08/2023
info_outline Ep 54: Inherited IRA RMD Update for 2023 08/01/2023
info_outline Ep 53: So You Received an Inheritance 07/25/2023
info_outline Ep 52: Are You a Tax Collector? 07/18/2023
info_outline Ep 51: 2023 Worries 07/11/2023
info_outline Ep 50: The Pursuit of Happiness 07/04/2023
info_outline Ep 49: Why Work with a Financial Planner 06/27/2023
info_outline Ep 48: Questions to Ask a New Advisor 06/20/2023
info_outline Ep 47: Retirees Falling Short of Income Goal 06/13/2023
info_outline Ep 46: Life Transitions 06/06/2023
info_outline Ep 45: Keeping Your Accounting Clean for Business Transitions - with Dennis Fry 05/30/2023
info_outline Ep 44: Retirement Dos and Don'ts for 2023 - Article by Suzie Orman 05/23/2023
info_outline Ep 43: I Bought a House in 2009 05/16/2023
info_outline Ep 42: Retirement Longevity 05/09/2023
info_outline Ep 41: Contributing to Traditional vs Roth Accounts 05/02/2023
info_outline Ep 40: Retirement Income Guardrails - with Matthew Jarvis 04/25/2023
info_outline EP 39: Tax Impact of Spouse Dying 04/18/2023
info_outline Ep 38: What Amount Do I Need To Retire 04/11/2023
info_outline Ep 37: Roth IRA 5-Year Rule 04/04/2023
info_outline Ep 36: Have Fun in Retirement 03/28/2023
info_outline Ep 35: Risk Tolerance and Risk Capacity 03/21/2023
info_outline Ep 34: Focus on the Big Picture 03/14/2023
 
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