Ever wonder why retirees often face the same tax surprises as pro athletes? In this episode, Paul and Travis break down the overlooked reality of how retirement income is taxed, from Social Security and IRAs to capital gains, CDs, muni bonds, and RMDs. They explain why many savers land in higher‑than‑expected brackets and how proactive planning can help bring clarity to a confusing system. With real client examples, relatable stories (including the comedy of “new math”), and practical insights, this conversation demystifies the retirement puzzle so listeners can approach their future with confidence and understanding.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management