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Hosted by Thatcher Taylor · EN-US · 80 episodes
Established thought leaders with verified media credentials.
The Functional Retirement Podcast takes a functional approach to retirement planning, exploring the convergence of your money with health, longevity risk, and retirement planning. Hosted by Thatcher Taylor, CFP® MBA, this podcast offers valuable insights and actionable strategies for achieving financial and health-related retirement goals. As a financial planner and health enthusiast, Thatcher believes in a holistic approach to retirement planning that takes into account both financial and health-related goals. In each episode, he covers topics such as financial planning, health and wellness, and longevity risk. The podcast is built for sharing insights and strategies for achieving a fulfilling retirement. The Functional Retirement Podcast also features expert guests who share their knowledge and perspectives on various retirement-related topics. Whether you're a retiree, a pre-retiree, or simply interested in learning more about retirement planning, this podcast
Thatcher Taylor hosts Functional Retirement Podcast, a business show with 80 episodes published.
The step-up in basis is a tax benefit that many retirees may have heard of but often do not fully understand. This concept can significantly impact estate planning and tax liabilities for heirs, potentially saving famili
In this episode, Financial Planner Thatcher Taylor discusses late-life housing and care options. As individuals approach retirement and later life, planning for housing and care becomes crucial. Understanding these optio
The decision of when to claim Social Security is highly personal and can have lasting financial implications. While waiting until age 70 may be beneficial for some, it is not a one-size-fits-all solution. A thorough anal
In this episode of the Functional Retirement Podcast, host Thatcher Taylor, a Certified Financial Planner, dives into a practical scenario involving a couple, Dan and Sally, who have just retired. With a combined need of
In this episode of the Functional Retirement Podcast, we tackle one of the most common questions I receive from clients: "Will I run out of money in retirement?" While this is a valid concern, research shows that the big
If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should alrea
Hi everyone, welcome back to your classroom. Today, we're diving into part two of our retirement countdown series, focusing on what you need to consider when you're five years out from retirement. If you missed the previ
Most of my clients are over the age of 50, and I’ve noticed that as you get closer to retirement, your thought process evolves. Instead of one long discussion, I thought it would be more beneficial to break it down into
Where will your retirement income come from, and how will it be taxed? This is a crucial question every retiree needs to understand. A client recently shared an intriguing Instagram post that highlighted how the average
Retirement is Not Just One Thing : The traditional view of retirement—working until a certain age and then sailing off into the sunset—is just one of many paths. Whether you’re considering the FIRE movement (Financial In
Welcome back to the Functional Retirement Classroom , where we trade boring lectures for laughs, spreadsheets, and slightly-too-real truths about your financial future. Today’s lesson? Longevity! (Yes, that thing where y
When you're getting advice—especially about your money or retirement—don’t just nod and smile like you’re at a grandkid’s school play. Ask questions! Stuff like, “How do you know that?” or “Why is this the right choice f
Retirement isn’t just about crunching numbers and counting down to your last paycheck—it’s about living your best life . Sure, savings and social security matter, but as we chat about in this episode, your physical, ment
Retirement is often perceived as a definitive endpoint in one’s career—a time when individuals stop working altogether. However, as discussed in the 50th episode of the Functional Retirement Podcast, retirement is much m
In this episode of the The Functional Retirement Podcast, host Thatcher Taylor discusses the importance of understanding market volatility and its impact on retirement planning. He reflects on the 2008-2009 market crash,
Understanding Social Security: Is It Really Running Out of Money? In recent years, the topic of Social Security has become a significant source of anxiety and confusion for many Americans. With headlines suggesting that
Hey there! Have you ever thought about what you can truly control in your retirement? It’s a lot like golf, isn’t it? You can perfect your swing, but once you hit the ball, it’s out of your hands. Are you spending too mu
Welcome to the Functional Retirement Podcast with your host, Thatcher Taylor! In this episode, we dive deep into the world of Roth catch-up contributions and the significant changes coming in 2026 that every retiree need
In this episode of the Functional Retirement Podcast, host Thatcher Taylor, a Certified Financial Planner, dives deep into the world of Roth IRAs. He discusses the growing popularity of Roth accounts and the various meth
We're discussing a crucial topic: the taxation of Social Security benefits. Many retirees are unaware that up to 85% of their Social Security income could be taxable, depending on their overall income. Recently, there ha
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Functional Retirement Podcast is hosted by Thatcher Taylor. The show is categorised under business (health) and has published 80 episodes.
Functional Retirement Podcast has published 80 episodes.
Functional Retirement Podcast regularly covers business, health, fitness. It sits in the business category, with a health focus.
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Episodes of Functional Retirement Podcast average 21 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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