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!

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

Clearwater Retirement Podcast Trailer

Full Show Pod

On this week’s episode:
That million‑dollar 401(k) balance may not be what you think it is.
A look at how taxes, required distributions, and timing affect what retirees actually keep.
Why retirement planning isn’t “set it and forget it” once the paychecks stop.
How bucket strategies create flexibility for income, growth, protection, and legacy goals.
The impact of market volatility, inflation, healthcare costs, and lifestyle decisions in retirement.
Why knowing your numbers changes how you think about risk, spending, and long‑term planning.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>That million‑dollar 401(k) balance may not be what you think it is.</li>
<li>A look at how taxes, required distributions, and timing affect what retirees actually keep.</li>
<li>Why retirement planning isn&rsquo;t &ldquo;set it and forget it&rdquo; once the paychecks stop.</li>
<li>How bucket strategies create flexibility for income, growth, protection, and legacy goals.</li>
<li>The impact of market volatility, inflation, healthcare costs, and lifestyle decisions in retirement.</li>
<li>Why knowing your numbers changes how you think about risk, spending, and long‑term planning.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Is your 401(k) balance all yours? & Taxes, RMDs and Timing | Bucket Strategies & Market Volatility, inflation and more

On this week’s episode:
Michael Masor breaks down why many people nearing retirement prioritize safety after living through past market downturns.
Most retirees say they want protection—but few know how much risk they’re still carrying.
Learn how written income planning changes risk tolerance once real numbers are on paper.
The episode explores inflation, healthcare costs, long‑term care, and why “set it and forget it” portfolios can fall behind.
Michael also discusses balancing protection and growth, planning for lifestyle choices, and why certainty matters more as paychecks stop.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Michael Masor breaks down why many people nearing retirement prioritize safety after living through past market downturns.</li>
<li>Most retirees say they want protection&mdash;but few know how much risk they&rsquo;re still carrying.</li>
<li>Learn how written income planning changes risk tolerance once real numbers are on paper.</li>
<li>The episode explores inflation, healthcare costs, long‑term care, and why &ldquo;set it and forget it&rdquo; portfolios can fall behind.</li>
<li>Michael also discusses balancing protection and growth, planning for lifestyle choices, and why certainty matters more as paychecks stop.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Why Most Near‑Retirees Choose Protection Over Growth & The Moment Your Risk Tolerance Changes | From Growth to Guardrails: Rethinking Retirement Risk & Inflation, Healthcare, Long-term Care and More 

On this week’s episode:
Michael Masor explains why “set it and forget it” investing doesn’t work as retirement gets closer.
Retirement plans can quietly drift out of sync when they’re left on autopilot too long.
Learn how inflation, healthcare costs, taxes, and market swings can reshape portfolios over time.
The show explores why dipping into retirement accounts is often a short‑term fix with long‑term consequences.
Michael also discusses managing political risk, balancing offense and defense, and navigating the shift from saving to spending before a misstep becomes costly.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Michael Masor explains why &ldquo;set it and forget it&rdquo; investing doesn&rsquo;t work as retirement gets closer.</li>
<li>Retirement plans can quietly drift out of sync when they&rsquo;re left on autopilot too long.</li>
<li>Learn how inflation, healthcare costs, taxes, and market swings can reshape portfolios over time.</li>
<li>The show explores why dipping into retirement accounts is often a short‑term fix with long‑term consequences.</li>
<li>Michael also discusses managing political risk, balancing offense and defense, and navigating the shift from saving to spending before a misstep becomes costly.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Retirement Planning Isn’t Set It and Forget It & When Old Plans Meet New Risks | The Hidden Mistakes That Appear Late in Retirement & Balancing Offense and Defense  

Clearwater Retirement Podcast Trailer

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Clearwater Retirement Podcast

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