Segment 1 - 27:00

Segment 2 - 27:00

On this week’s episode:
The biggest retirement risks may be the ones you don't notice until it's too late. 
Michael Masor discusses common retirement planning blind spots, including hidden fees, RMDs, Roth conversion considerations, Medicare surcharges, and the role annuities may play in an income strategy. 
He also explains why A.I. can be a helpful starting point but not a substitute for personalized financial planning.
Plus, learn how caregiving responsibilities and retirement income planning can impact long-term financial decisions.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>The biggest retirement risks may be the ones you don't notice until it's too late.&nbsp;</li>
<li>Michael Masor discusses common retirement planning blind spots, including hidden fees, RMDs, Roth conversion considerations, Medicare surcharges, and the role annuities may play in an income strategy.&nbsp;</li>
<li>He also explains why A.I. can be a helpful starting point but not a substitute for personalized financial planning.</li>
<li>Plus, learn how caregiving responsibilities and retirement income planning can impact long-term financial decisions.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Is your retirement plan clear as mud? Need a cleanse from all the noise in the financial world? You’re in the right place – with the Clearwater Retirement Podcast.

From Michael Masor and Clearwater Financial Group, the Clearwater Retirement Podcast gets to the heart of the retirement information you need, right from the sources you can trust. Tune in for robust financial analysis, sharp portfolio insight, and entertaining conversations you can’t afford to miss!

Is your retirement plan clear as mud? Need a cleanse from all the noise in the financial world? You&rsquo;re in the right place &ndash; with the Clearwater Retirement Podcast.
From Michael Masor and Clearwater Financial Group, the Clearwater Retirement Podcast gets to the heart of the retirement information you need, right from the sources you can trust. Tune in for robust financial analysis, sharp portfolio insight, and entertaining conversations you can&rsquo;t afford to miss!

Clearwater Retirement Podcast

Are Fees, Taxes and A.I. Giving You the Whole Story?

On this week’s episode:
Retirement changes the rules, and the financial decisions that worked while you were earning a paycheck may need a second look.
Michael Masor explores the risks of DIY Roth conversions, uncertainty surrounding Social Security, and the difference between accumulating savings and creating retirement income.
Plus, he discusses A.I.’s role in financial planning, preparing for market volatility and healthcare costs, and why both spouses should understand the retirement plan.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Retirement changes the rules, and the financial decisions that worked while you were earning a paycheck may need a second look.</li>
<li>Michael Masor explores the risks of DIY Roth conversions, uncertainty surrounding Social Security, and the difference between accumulating savings and creating retirement income.</li>
<li>Plus, he discusses A.I.&rsquo;s role in financial planning, preparing for market volatility and healthcare costs, and why both spouses should understand the retirement plan.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Changing Rules in Retirement & DIY Risks | Uncertainty with Social Security & A.I.'s Ever-growing Role

On this week’s episode:
Could the biggest retirement mistakes happen before retirement even begins? 
Michael Masor discusses why A.I. can be a useful educational tool but may fall short when it comes to personalized retirement planning. 
Learn how to separate market noise from meaningful risks, why retirement requires a different strategy than the accumulation years, and key considerations surrounding Roth conversions, taxes, and Social Security. 
The conversation also covers healthcare planning, preparing spouses for financial transitions, and building a retirement income strategy designed to adapt to life's uncertainties.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Could the biggest retirement mistakes happen before retirement even begins?&nbsp;</li>
<li>Michael Masor discusses why A.I. can be a useful educational tool but may fall short when it comes to personalized retirement planning.&nbsp;</li>
<li>Learn how to separate market noise from meaningful risks, why retirement requires a different strategy than the accumulation years, and key considerations surrounding Roth conversions, taxes, and Social Security.&nbsp;</li>
<li>The conversation also covers healthcare planning, preparing spouses for financial transitions, and building a retirement income strategy designed to adapt to life's uncertainties.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Biggest Mistakes May Happen Before Retirement & A.I. as a Tool, Not the Whole Plan | Separating Market Noise from Real Risks & Getting Spouses on the Same Page

On this week’s episode:
Some retirement mistakes can’t be reversed, which makes the decisions you make today more important than ever. 
Michael Masor discusses common retirement planning pitfalls, including Roth conversion mistakes, Social Security uncertainty, healthcare costs, and creating reliable income streams. 
Learn why retirement planning involves more than investments and how taxes, inflation, and long-term care can impact the bigger picture.
Plus, insights on finding purpose in retirement and why a successful transition often involves more than reaching a financial goal

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Some retirement mistakes can&rsquo;t be reversed, which makes the decisions you make today more important than ever.&nbsp;</li>
<li>Michael Masor discusses common retirement planning pitfalls, including Roth conversion mistakes, Social Security uncertainty, healthcare costs, and creating reliable income streams.&nbsp;</li>
<li>Learn why retirement planning involves more than investments and how taxes, inflation, and long-term care can impact the bigger picture.</li>
<li>Plus, insights on finding purpose in retirement and why a successful transition often involves more than reaching a financial goal</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Are Fees, Taxes and A.I. Giving You the Whole Story?

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