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Are you making the most of every dollar in your retirement plan? This episode of Ivanoff Retirement Insights reveals the five phases of building a resilient retirement roadmap, explores the habits of “stealthy wealthy” millionaires next door, and breaks down new tax rules that could impact your future. Discover how purposeful planning, tax efficiency, and honest conversations can help couples and individuals achieve lasting financial security—without flashy lifestyles or guesswork.

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

Sources:

https://finance.yahoo.com/news/september-historically-worst-month-stocks-215000584.html

Here are key changes for investors nearing retirement in 2025

Are you making the most of every dollar in your retirement plan? This episode of Ivanoff Retirement Insights reveals the five phases of building a resilient retirement roadmap, explores the habits of &ldquo;stealthy wealthy&rdquo; millionaires next door, and breaks down new tax rules that could impact your future. Discover how purposeful planning, tax efficiency, and honest conversations can help couples and individuals achieve lasting financial security&mdash;without flashy lifestyles or guesswork.
Listen to Paul and Travis on&nbsp;<a href="https://patriotla.iheart.com/">KEIB-AM LA </a>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:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>
Sources:
<a href="https://finance.yahoo.com/news/september-historically-worst-month-stocks-215000584.html">https://finance.yahoo.com/news/september-historically-worst-month-stocks-215000584.html</a>
<a href="https://www.cnbc.com/2025/01/25/retirement-changes-for-2025.html">Here are key changes for investors nearing retirement in 2025</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>

The Secret Habits of Millionaires Next Door—And How You Can Join Them | Retirement Roadmaps: Why Planning Beats Guessing Every Time

Holiday shopping isn’t the only deadline sneaking up—your financial checklist matters too. In this episode, Paul and Travis break down critical year-end moves like maximizing 401(k) contributions, Roth conversions, and charitable giving strategies that can impact your taxes and retirement income. They also tackle the risks of procrastination and dive into the AI-driven market surge—what it means for your portfolio and why diversification is key. If you’ve wondered how to keep your retirement plan on track while navigating market trends, this conversation is packed with practical insights you can’t afford to overlook.

6 Money Moves Wealthy People Always Make Before New Year’s

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

Holiday shopping isn&rsquo;t the only deadline sneaking up&mdash;your financial checklist matters too. In this episode, Paul and Travis break down critical year-end moves like maximizing 401(k) contributions, Roth conversions, and charitable giving strategies that can impact your taxes and retirement income. They also tackle the risks of procrastination and dive into the AI-driven market surge&mdash;what it means for your portfolio and why diversification is key. If you&rsquo;ve wondered how to keep your retirement plan on track while navigating market trends, this conversation is packed with practical insights you can&rsquo;t afford to overlook.
<a href="https://www.aol.com/articles/6-money-moves-wealthy-people-171921913.html">6 Money Moves Wealthy People Always Make Before New Year&rsquo;s</a>
Listen to Paul and Travis on&nbsp;<a href="https://patriotla.iheart.com/">KEIB-AM LA </a>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:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>

Year-End Financial Moves You Can’t Ignore | Is the AI Boom a Bubble? What Retirees Need to Know | Why Procrastination Could Cost You in Retirement Planning

What if the secret to a successful retirement is… not retiring? Economist Alicia Munnell says working longer is the key, but Paul and Travis Ivanoff aren’t so sure. In this episode, they tackle the debate over health versus wealth, share stories of clients who traded years for dollars, and explore whether it’s possible to oversave. From pigeon racing to woodworking, discover why purpose matters more than paychecks and how knowing your “dream number” can change everything.

A retirement expert’s best advice? Don’t retire. - MarketWatch

I Retired at 65 With $7.8 Million and Feel Like I Over-Saved. My 40-Something Son Is on the Same Path. Should I Tell Him to Reconsider? | Kiplinger

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

What if the secret to a successful retirement is&hellip; not retiring? Economist Alicia Munnell says working longer is the key, but Paul and Travis Ivanoff aren&rsquo;t so sure. In this episode, they tackle the debate over health versus wealth, share stories of clients who traded years for dollars, and explore whether it&rsquo;s possible to oversave. From pigeon racing to woodworking, discover why purpose matters more than paychecks and how knowing your &ldquo;dream number&rdquo; can change everything.
<a href="https://www.marketwatch.com/story/a-retirement-experts-best-advice-dont-retire-367be11e">A retirement expert&rsquo;s best advice? Don&rsquo;t retire. - MarketWatch</a>
<a href="https://www.kiplinger.com/retirement/happy-retirement/i-retired-at-65-with-usd7-8-million-and-feel-like-i-over-saved-my-40-something-son-is-on-the-same-path-should-i-tell-him-to-reconsider">I Retired at 65 With $7.8 Million and Feel Like I Over-Saved. My 40-Something Son Is on the Same Path. Should I Tell Him to Reconsider? | Kiplinger</a>
Listen to Paul and Travis on <a href="https://patriotla.iheart.com/">KEIB-AM LA </a>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:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>

Is “Don’t Retire” Really Good Advice? | Are You Trading Health for Wealth? | Can You Oversave for Retirement?

What does Paul McCartney have to do with your retirement plan? More than you’d imagine. In this episode, Paul and Travis Ivanoff dive into the uncertainty surrounding Social Security and explore strategies for creating a resilient income plan. From bucket planning to managing conflicting retirement goals between couples, they simplify complex financial concepts into practical insights. Whether you’re nearing retirement or just starting to plan, this conversation sheds light on how to prepare for the unexpected—without losing your peace of mind.

Social Security at 90: Where the program stands and how to fix it

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

What does Paul McCartney have to do with your retirement plan? More than you&rsquo;d imagine. In this episode, Paul and Travis Ivanoff dive into the uncertainty surrounding Social Security and explore strategies for creating a resilient income plan. From bucket planning to managing conflicting retirement goals between couples, they simplify complex financial concepts into practical insights. Whether you&rsquo;re nearing retirement or just starting to plan, this conversation sheds light on how to prepare for the unexpected&mdash;without losing your peace of mind.
<a href="https://thehill.com/homenews/administration/5447299-social-security-90-anniversary-whats-next/">Social Security at 90: Where the program stands and how to fix it</a>
Listen to Paul and Travis on&nbsp;<a href="https://patriotla.iheart.com/">KEIB-AM LA </a>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:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>

What Paul McCartney Can Teach You About Retirement | Social Security’s Future: Are You Ready for the Shift? | Couples vs. Retirement Dreams: Finding Common Ground

The Secret Habits of Millionaires Next Door—And How You Can Join Them | Retirement Roadmaps: Why Planning Beats Guessing Every Time

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