Hosted by Cameron Valadez · 🇺🇸 US · EN · 96 episodes
Established thought leaders with verified media credentials.
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning firm for retirees, Planable Wealth. In each episode, Cameron shares actionable ideas and strategies to help you Simplify Investing, Reduce Taxes, & Grow Your Net Worth, so you can retire on your terms! Cameron will answer some of the top concerns of retirees including: How can I potentially pay less in taxes to the IRS? How can I better preserve my retirement nest egg and draw a sufficient income? How can I simplify my investments? How can I keep more wealth in the family? Cameron also tak
Cameron Valadez hosts Retired-ish, a business show with 96 episodes published.
The market just dropped. Your IRA or 401(k) is down bad. And your gut is telling you to do something about it. The problem is, most of the things people instinctively want to do when the market tanks are exactly the wron
You wake up everyday, check your bank account on your phone, and you see all your money sitting there, just as it was the day before. How do you feel? Pretty good, right? That number hasn't moved. It's exactly where you
My firm, Planable Wealth, is currently very busy in the midst of our Spring Strategy Meetings with clients where we help people just like you create and retool their financial and tax plans for 2026 and beyond. That said
You worked hard your whole career, you saved, you did everything right — and now you're on Medicare and you get a letter from Social Security telling you that you owe hundreds of dollars extra every single month in premi
Your spouse works at a major publicly traded company. You're going through a divorce. And somewhere in their compensation package are restricted stock units or RSUs — awards of shares of company stock that haven't even v
You just came into a large sum of money. Could be an inheritance, a business sale, a 401(k) rollover. And now you're paralyzed trying to figure out when to invest it. Do you invest it all today? Spread it out over six mo
If your aging parent owns a home and they are reaching the point in life where their physical and or mental health is rapidly declining and they need additional care, there is a clock ticking on decisions that most famil
This episode is actually a replay of a previous episode we had done - Episode 63 - about the danger of picking individual stocks. This time we wanted to rename it "Betting the Farm" because we feel like that title is mor
If you're doing your own taxes or working with a tax preparer who doesn't specialize in wealth accumulation, financial planning and retirement, there's a good chance you're leaving thousands of dollars on the table every
If you think estate taxes are only a problem for billionaires and celebrities, I've got news for you: A couple in their 50s with a combined few million in retirement accounts, a paid-off home, maybe a rental property, an
If you're going through a divorce or thinking about one, I've got news for you: your divorce decree doesn't override federal tax law, no matter what it says. That rental property buyout you negotiated. You could be getti
If you're planning to retire in the next year or two and you have a 401(k) loan, this episode could save you thousands of dollars in taxes. I've seen too many people walk into retirement with an outstanding loan balance
If you are turning 65 soon, you are closer to becoming eligible for potentially thousands of dollars in tax deductions and savings opportunities that many people never take advantage of. And if you're helping with your e
Most women become widows at just 60 years old—right when they're finalizing retirement plans and making critical Social Security decisions. And here's what nobody tells you: after the death of your spouse, your brain lit
Our firm is currently hard at work conducting our second semi-annual strategy meetings with clients, serving real people just like you, and doing important planning for their retirement for income, taxes, investing, esta
This is an encore episode of one of our favorites! Retirement income planning is vital to the sustainability of your lifestyle in retirement, so don't neglect it! Plain and simple, your retirement income plan will make o
This one free action could save you thousands in an identity theft or fraud situation - yet 90% of affluent Americans never do it. In today's world of AI-powered scams and relentless fraudsters, protecting your identity
Attention retirement savers! If you don't expect to accumulate tens of millions in your retirement account, you may want to stop contributing to a Roth. That's right, I said tens of millions. Roth accounts can be a fanta
If you've ever wondered why seasoned investors tell you to "stay the course," it's because history has taught us something simple but profound: time in the market beats timing the market. But let's rewind a bit. Investin
You've saved diligently in your IRA, built a comfortable retirement nest egg, and set up a family trust to avoid probate and streamline your estate. And then—because it feels like the safe, responsible thing to do—you na
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Retired-ish is hosted by Cameron Valadez. The show is categorised under business (investing) and has published 96 episodes.
Retired-ish has published 96 episodes.
Retired-ish regularly covers business, investing, education. It sits in the business category, with a investing focus.
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