Full Show Pod

On this week’s episode:
The biggest retirement costs are often the ones you never see coming.
Michael Masor discusses the transition from saving for retirement to creating reliable retirement income.
Learn about common hidden expenses, including investment fees, Medicare surcharges, healthcare costs, and long-term care planning.
Michael also explains Roth conversion considerations, income planning strategies, and why retirement decisions should be tailored to your unique financial situation.
Discover key planning topics that can help you better understand the financial challenges and opportunities that may arise in retirement.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>The biggest retirement costs are often the ones you never see coming.</li>
<li>Michael Masor discusses the transition from saving for retirement to creating reliable retirement income.</li>
<li>Learn about common hidden expenses, including investment fees, Medicare surcharges, healthcare costs, and long-term care planning.</li>
<li>Michael also explains Roth conversion considerations, income planning strategies, and why retirement decisions should be tailored to your unique financial situation.</li>
<li>Discover key planning topics that can help you better understand the financial challenges and opportunities that may arise in retirement.</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

Hidden Tax Fees Could Be Impacting Your Plan & Saving is One Thing. Living is Another | Hidden Expenses & Roth Conversion Considerations

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>!

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

On this week’s episode:
Learn about common hidden expenses, including investment fees, Medicare surcharges, healthcare costs, and long-term care planning.
Michael Masor also explains Roth conversion considerations, income planning strategies, and why retirement decisions should be tailored to your unique financial situation.
The biggest retirement costs are often the ones you never see coming.
Michael discusses the transition from saving for retirement to creating reliable retirement income.
Discover key planning topics that can help you better understand the financial challenges and opportunities that may arise in retirement.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Learn about common hidden expenses, including investment fees, Medicare surcharges, healthcare costs, and long-term care planning.</li>
<li>Michael Masor also explains Roth conversion considerations, income planning strategies, and why retirement decisions should be tailored to your unique financial situation.</li>
<li>The biggest retirement costs are often the ones you never see coming.</li>
<li>Michael discusses the transition from saving for retirement to creating reliable retirement income.</li>
<li>Discover key planning topics that can help you better understand the financial challenges and opportunities that may arise in retirement.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Common Hidden Expenses & Is Roth a Consideration for You? | The Biggest Costs You Often Don't See Coming & Saving to Income Shift

On this week’s episode:
Could one overlooked tax decision today cost you thousands in retirement tomorrow? 
Michael Masor discusses why retirement planning should start well before year-end and how small decisions can create long-term ripple effects. 
Learn how longevity, healthcare expenses, and long-term care costs can impact retirement income. 
Discover why age 59½ is an important milestone for retirement account planning. 
Michael explains common retirement tax traps, including Social Security taxation, RMDs, Medicare surcharges, and inheritance planning. 
Plus, why every retirement plan should reflect your unique financial goals, not someone else’s.

Head down your Clear Path to Retirement with Michael today!

On this week&rsquo;s episode:
<ul>
<li>Could one overlooked tax decision today cost you thousands in retirement tomorrow?&nbsp;</li>
<li>Michael Masor discusses why retirement planning should start well before year-end and how small decisions can create long-term ripple effects.&nbsp;</li>
<li>Learn how longevity, healthcare expenses, and long-term care costs can impact retirement income.&nbsp;</li>
<li>Discover why age 59&frac12; is an important milestone for retirement account planning.&nbsp;</li>
<li>Michael explains common retirement tax traps, including Social Security taxation, RMDs, Medicare surcharges, and inheritance planning.&nbsp;</li>
<li>Plus, why every retirement plan should reflect your unique financial goals, not someone else&rsquo;s.</li>
</ul>
Head down your Clear Path to Retirement with Michael <a href="https://clearwaterfinancialgroup.com/contact/">today</a>!

Hidden Tax Fees Could Be Impacting Your Plan & Saving is One Thing. Living is Another | Hidden Expenses & Roth Conversion Considerations

In 1 playlist(s)

Clearwater Retirement Podcast

Social links

Follow podcast

Recent clips