Retirement Made Simple

Elon Musk thinks robots will make retirement savings obsolete. You probably didn't cancel your 401k over that quote, and that's smart.But here's a question worth sitting with: if you're in your late 50s or early 60s...

If you feel behind on retirement, that feeling might be the best sign you're actually in good shape. It sounds backwards, but after years of working with people on the verge of retirement, a pattern keeps showing up...

Check out Deleteme: https://www.de33watrk.com/W6H9H4/KMKS9/ (Affiliate Link)Check out Optery: https://get.optery.com/a8qdsz8tzzbz (Affiliate Link)We almost lost $50,000 — and the scariest part was how much they already...

In this episode, I cut through the conflicting headlines about bonds and walk through what's actually changed for retirement portfolios heading into 2026. I start with the 40-year tailwind that ran from 1982 to 2021 —...

Most retirement conversations stop at the number. This one goes further. When a client told me that everything went quiet after he retired, he wasn't complaining. But he wasn't exactly relieved either. It was just...

In this episode, I break down exactly where AI excels, where it quietly fails, and three specific techniques to get dramatically better results from any AI tool you're already using. Including why you should never ask...

Roth conversion calculators can show impressive numbers, but there's something important they often leave out...Every projection is built on a stack of assumptions: future tax rates, inflation, investment returns, and...

A Reddit post from a grandfather stopped me mid-scroll, and I couldn't stop thinking about it. Three years into retirement, he described a moment in his man cave: his grandson asleep beside him, no emails, no meetings...

<p>Most people think they'll run out of money in retirement because they didn't save enough. The research says otherwise. In this video, I break down the 5 hidden factors that actually determine whether your retirement...

<p>Since 1928, the market has returned over 10% annually — but the average investor only earns about 5%. In this video, I break down the data on market crashes, intra-year drawdowns, and why we're almost guaranteed to...

<p>✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessmentMost people glance at their Social Security statement, assume the number is fixed, and move on. It's not.</p><p>In this episode, Kevin...

<p>Most people who are well-prepared for retirement have convinced themselves they're behind. In this video, I walk through 9 signs you're actually doing better than most American retirees — even if it doesn't feel that...

<p>Kevin explains research showing financial decision-making peaks around age 53, financial literacy declines about 2% per year after 60, and confidence often doesn’t decline—creating risk in retirement as financial...

<p>Most people calculate their net worth by adding up their 401(k), IRA, and home equity, then subtracting debt. But that number is incomplete — and it might be causing you to spend less, worry more, and make worse...

<p>Someone with $250,000 and someone with $5 million are both watching this video — but their biggest financial risks couldn't be more different. In this video, I break down the 6 levels of retirement wealth (based on...