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Is your retirement plan ready for a Wile E. Coyote moment? In this episode, Paul and Travis Ivanoff explore how emotional investing, emergency funds, and tax surprises can derail even the best-laid retirement plans. From resisting the urge to chase market highs to preparing for required minimum distributions and unexpected expenses, they break down how to build a strategy that’s steady, flexible, and personal. Learn how naming your financial “buckets” and planning for tax efficiency can help you stay grounded—no matter what the market throws your way.

The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late

What’s the worst age to take your child on a road trip?

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

Is your retirement plan ready for a Wile E. Coyote moment?&nbsp;In this episode, Paul and Travis Ivanoff explore how emotional investing, emergency funds, and tax surprises can derail even the best-laid retirement plans. From resisting the urge to chase market highs to preparing for required minimum distributions and unexpected expenses, they break down how to build a strategy that&rsquo;s steady, flexible, and personal. Learn how naming your financial &ldquo;buckets&rdquo; and planning for tax efficiency can help you stay grounded&mdash;no matter what the market throws your way.
<a href="https://www.henssler.com/the-retirement-tax-surprise-what-boomers-need-to-know-before-its-too-late/">The Retirement Tax Surprise: What Boomers Need to Know Before It&rsquo;s Too Late</a>
<a href="https://talkerresearch.com/whats-the-worst-age-to-take-your-child-on-a-road-trip/">What&rsquo;s the worst age to take your child on a road trip?</a>
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:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. 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!

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. 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!

Ivanoff Retirement Insights

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. 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 | Travis Ivanoff

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. 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: <a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management | Travis Ivanoff</a>

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