Hosted by Trevor Lawson · 🇺🇸 US · EN · 48 episodes
Established thought leaders with verified media credentials.
A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet.*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.
Trevor Lawson hosts Retirement With/On Purpose, a education show with 48 episodes published.
Trevor Lawson addresses the complex financial and emotional challenges of passing down real estate, particularly cherished vacation homes, to the next generation. With approximately $25 trillion in real estate expected t
Show notesHow do retirees optimize tax-deferred growth and portfolio longevity? Host Trevor Lawson evaluates three distinct approaches for 2026: delaying withdrawals until year-end to maximize tax-deferred compounding , taking dis
Show notesTrevor Lawson tackles a timely and often expensive issue for retirees and business owners: the surge in underpayment penalties for estimated taxes. With penalty rates nearly doubling since 2021, Lawson explains how taxpa
Show notesTrevor Lawson explores flexible alternatives to the traditional 529 plan for families wary of tying up funds exclusively for higher education. While acknowledging the 529's tax advantages and new provisions for Roth IRA
Show notesTrevor Lawson revisits one of the most critical technical threats to a stable retirement: sequence of returns risk. By examining the work of retirement specialist Dr. Wade Pfau, the episode breaks down how the timing of
Show notesTrevor Lawson explores the "mattering span," a critical but often overlooked dimension of retirement planning that focuses on the deep human need to feel seen, valued, and essential. Drawing on insights from author Jenni
Show notesTrevor Lawson explores the significant communication gap between parents and their heirs regarding estate planning and inherited wealth. While nearly all families recognize the importance of these discussions, a Fidelity
Show notesTrevor Lawson explores the unique financial and logistical strategies necessary for a successful retirement without children. With child-free adults representing over 20% of those in their 50s and 60s, Lawson emphasizes
Show notesTrevor Lawson discusses the unique financial and logistical considerations for adults navigating retirement without children. Because child-free individuals lack a traditional family safety net, Lawson emphasizes the nec
Show notesWant to build a million-dollar balance in your 401(k)? It all starts with the power of compound interest—why starting early and getting the full employer match is crucial. Learn to put contribution increases on autopilot
Show notesYou've budgeted for travel and groceries, but are you prepared for the sneaky, rising costs that can derail a well-laid retirement plan? Learn why healthcare and wellness could be the "big tamale" of your retirement spen
Show notesYou've spent years building your 401(k), but what happens to that money when you're no longer here? Most people don't realize that their beneficiary designation on their 401(k) or Roth 401(k) overrides their will, making
Show notes"What do I do with my 401(k)?" You've worked hard and saved diligently into your 401(k), but now that retirement is here, what comes next for that nest egg? Don't make a costly mistake by defaulting to a choice that coul
Show notesMany people start collecting Social Security benefits before their full retirement age, often out of fear the program will change, but this can lead to penalties if they later return to work and exceed a certain income l
Show notesContinuing the series on frequently asked retirement questions, Trevor Lawson explores the common query, "Where should I retire?" He reveals the top five U.S. destinations—Florida (ranked number one for low taxes and fun
Show notesIn this episode, Trevor Lawson tackles one of the most frequently searched retirement questions: "How much do I need to retire?" Inspired by a framework provided by ChatGPT, he outlines a seven-step process to calculate
Show notesIn the second part of the series on annuities, Trevor Lawson uses a framework from a Morningstar article by Christine Benz to help listeners determine if an annuity is a suitable tool for their retirement plan. Trevor di
Show notesIn the first part of a series on annuities, host Trevor Lawson aims to demystify this often misunderstood financial instrument. Drawing on insights from a Morningstar article, he defines a basic annuity as a contract wit
Show notesIn this episode, Trevor Lawson reflects on the first half of the year by providing a mid-year outlook for the market and economy, based on a publication from the Capital Group. He notes that the global landscape is under
Show notesIn this episode, Trevor Lawson concludes the mini-series on cognitive biases by examining how they influence the decision of when to claim Social Security benefits, often leading individuals to underestimate their life e
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Retirement With/On Purpose is hosted by Trevor Lawson. The show is categorised under education and has published 48 episodes.
Retirement With/On Purpose has published 48 episodes.
Retirement With/On Purpose regularly covers education. It sits in the education category.
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Retirement With/On Purpose hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Retirement With/On Purpose average 11 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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