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Hosted by Kevin Lao · 🇺🇸 US · EN · 136 episodes
Established thought leaders with verified media credentials.
After more than 17 years serving retirees, I’ve seen the same pattern: people spend 30–40 years building wealth, but the biggest financial decisions happen right before and after retirement.I’m Kevin Lao, a fiduciary financial advisor specializing in retirement income planning, Roth conversions, Social Security, tax strategies, RMDs, and smart investing for those with $1M+ saved.If you’re within 10 years of retirement or already retired and want clarity, confidence, and tax-efficient income, this podcast is for you. Bonus points if you love golf!
Kevin Lao hosts Planning for Retirement with Kevin Lao, a business show with 136 episodes published.
Most people think about taxes once a year, when it's time to file their return. But tax preparation and tax planning are two very different things. Tax preparation looks backward. Tax planning looks forward. And when you
Thousands of retirees relocate every year looking for lower taxes, a lower cost of living, better weather, or to be closer to family. In this episode, Kevin sits down with estate planning attorney and financial advisor R
Will Social Security really be cut by more than 20%?Should you claim early before the rules change? Or is the media exaggerating what's actually happening? In this episode, I will break down the latest Social Security Tr
Planning for retirement isn't just about building an investment portfolio. For many people, the hardest part of retirement is feeling that loss of identity their careers provided. I'm very excited to have Sandy Vecchi on
What if the smartest retirement move isn't retiring at all?In this episode, I walk through a case study of a 59-year-old professional with more than $3 million saved who could retire tomorrow, but isn't sure he should.In
Retirement planning looks very different when you're single.Whether you're divorced, widowed, or intentionally single, the financial decisions you face in retirement aren't the same as they are for married couples. In th
In this Retirement Q&A episode, I answer four of thequestions I received recently from retirees and people preparing for retirement. We'll cover: • Is the 4% Rule still the best safe withdrawal rate? • What is the best i
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness Questionnaire O
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness Questionnaire O
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness Questionnaire
Last week, we covered why Roth conversions can beso powerful in retirement planning. This week, we’re talking about what can go wrong. In this episode, I walk through 12 real-world hurdles and“landmines” that can shrink
If you’re approaching retirement with a large 401(k) or IRA balance, this episode could save you and your beneficiaries hundreds of thousands in future taxes. In this episode I'll break down 7 strategic reasons to consid
In this episode I’ll break down the brand-new TrumpAccounts created under the One Big Beautiful Bill Act and explain whether retirees and near-retirees should consider using them as part of their legacy planning strategy
Are you approaching retirement with $1 million or more savedand wondering how to minimize taxes on your IRA withdrawals, Social Security income, Roth conversions, brokerage accounts, and retirement income strategy? In th
After you retire, you might find your net worth continuing to grow, but your 'taxable income' drops significantly. That can create major tax planning opportunities. Hence, 'High net worth, poor on paper.' I’ll explain ho
Are you retiring soon or recently retired and worried about market volatility , sequence of returns risk , and what the Iran conflict could mean for your plans? In this episode, I'm diving into what retirees should be co
If you're married, your Social Security claiming strategy is not just about your benefit — it's about protecting your spouse’s income for life. In this video, I'll explain the most overlooked Social Security rule for mar
Are annuities really that bad? I’ve spent most of my career skeptical of annuities. Especially the expensive, complicatedproducts often sold to retirees. I don’t sell annuities. I don’t earn commissions from them. And in
If you’re a TIAA participant, there’s a good chance you own TIAA Traditional—and it may be one of the most misunderstood “investments” in retirement plans. In this episode, I’m breaking down TIAA Traditional, TIAA Real E
Lately, I’ve been seeing a TON of retirement planning content telling people: "Don’t work another year. Retire now. You’re wasting time." And honestly… as a retirement-focused financial planner, that message kind of rubs
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Planning for Retirement with Kevin Lao is hosted by Kevin Lao. The show is categorised under business (investing) and has published 136 episodes.
Planning for Retirement with Kevin Lao has published 136 episodes.
Planning for Retirement with Kevin Lao regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Planning for Retirement with Kevin Lao average 29 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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