Hosted by Kelly Racicot, RICP® · EN-US · 43 episodes
Established thought leaders with verified media credentials.
Your guide to income planning, tax-smart strategies, and a worry-free retirement. Welcome to Retire Well with Kelly Racicot , your trusted source for retirement planning advice and financial confidence . Each episode, Kelly shares straightforward insights on income planning , managing market risk , tax-saving strategies , and estate planning tools to help you make smart financial choices. Designed for retirees and pre-retirees , this show helps you create dependable income, protect your savings, and avoid common retirement mistakes. Tune in and learn how to make your money last, lower your taxes, and enjoy the worry-free retirement you deserve. It’s time to Retire Well —with clarity, confidence, and peace of mind.
Kelly Racicot, RICP® hosts Retire Well with Kelly Racicot, a education show with 43 episodes published.
On this episode, Kelly talks about some new retirement account rules that take effect for 2025. Whether you’re still working or retired you’ll want to be aware of how some of these new rules might impact you’re your reti
A successful retirement plan should focus on more than just managing your financial accounts. This week we dive into holistic planning. What does mean? And how not taking a holistic approach to your retirement plan can l
On this Halloween edition of Retire Well, we’re shining a light on the frightening world of scams that target retirees. From too good to be true offers to tech savvy schemes, we’ll help you to avoid being tricked and pro
When we think about retirement planning, we generally think about saving and investing for our future. But that’s only the beginning. It’s crucial to give proper thought to what’s next. On this week’s episode Kelly dives
The Inflation Reduction Act is making a BIG impact on Medicare prescription drug plans in 2025. This week Kelly shares how this legislation affects Medicare and if you’re over 65 how your employer plan may be impacted. I
Most people have been told they wouldn’t need life insurance once they retire, but is that true for everyone? This week Kelly talks about who might still need life insurance in their retirement years and also shares a fe
It’s hard to escape the noise that the surrounds the Presidential election. This week on the show we address some of the fears surrounding how election results impact your future retirement plans and what you should do a
This week on week on Retire Well Kelly will be answering questions from our listeners. We’ll be covering topics on Medicare, Income planning and mortgages in retirement. These are the questions that our Retire Well commu
This week on Retire Well, we’re taking on the subject of long-term care. With 10,000 baby-boomers turning 65 every day, a care crisis is looming, and your retirement plan should be ready. Kelly will dive deep into the in
This week on Retire Well, Kelly shares some truth on annuities. We’ll dive deep into the pros and cons of using annuities in retirement, why these products are so misunderstood and when they might make sense for your ret
This week on Retire Well we explore why having the ability to pivot when life throws your plans of track is vital to your retirement success. Having an element of flexibility will allow you to make necessary adjustments
This week on Retire Well we dive into the one of the biggest retirement questions; should you delay filing for Social Security or file early. Kelly shares insights on why it may be a good idea to delay filing your benefi
Retire Well is back with a brand new episode. This week Kelly shares information on the inflation we are all experiencing and why it’s especially important for retirees to account for rising costs to ensure retirement su
This week’s episode tackles the common fear of spending in retirement. We’re taught all through our working lives to save and sacrifice so that we can have a good retirement, but no one tells us how to flip the switch to
Episode 29 Roth Conversions: To Convert or Not To Convert Roth conversions are all the rage, but are they right for your retirement? This week Kelly explores when you might decide to pass on the Roth opportunity. Interes
Paying income taxes is part of life, but good tax planning in retirement can go a long way to making your money last longer. On this week’s episode Kelly talks about estate taxes, the widow’s tax and Roth conversions. In
Episode 27 Show Notes Episode 27 Taxes and Your Retirement Paying income taxes is part of life, but good tax planning in retirement can go a long way to making your money last longer. On this week’s episode Kelly talks a
Do you think estate planning is only for the wealthy? Think again! This week on the show Kelly talks with Bo Moore about the importance of planning for your estate to pass on to the next generation. Proper planning will
Episode 25 How Does Medicare Pay for Cancer Care Increased age is the greatest risk factor for cancer. Nearly 60% of cancer patients are aged 65 or older. So it’s an important consideration for your retirement planning,
This week on the show, Kelly shares the Top 3 mistakes that most people make when it comes to planning their estate. Life changes and so should your plan. Kelly will be presenting her Enhanced Planning Workshop at the Yo
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Retire Well with Kelly Racicot is hosted by Kelly Racicot, RICP®. The show is categorised under education (self improvement) and has published 43 episodes.
Retire Well with Kelly Racicot has published 43 episodes.
Retire Well with Kelly Racicot regularly covers education, self improvement. It sits in the education category, with a self improvement focus.
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Episodes of Retire Well with Kelly Racicot average 17 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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