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

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. T…

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

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 …

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

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…

Why Your Retirement Plan Should Evolve Like Your Tech | The Retirement Roadmap That Adapts to Life’s Next Chapter

What do remote controls and retirement plans have in common? Both are evolving fast. In this episode, Paul and Travis Ivanoff explore how technology—from biometric logins to AI-driven portfolios—is reshaping retirement planning. They dive into life stages, legacy goals, and how tax-efficient strate…

Shohei Ohtani’s Paycheck and Your Retirement Plan | Should You Defer Your Social Security Like a Pro Athlete? | Risk, Retirement, and the Power of Waiting

What does Shohei Ohtani’s contract have to do with your retirement? In this episode, Paul and Travis Ivanoff explore how financial deferment—like Otani’s salary strategy—can be a powerful tool in retirement planning. From Roth conversions to Social Security timing and annuities, they break down whe…

The Retirement Fumble You Didn’t See Coming | Are Hidden 401(k) Fees Draining Your Future? | Why Taking Social Security at 62 Might Cost You

What do touchdown fumbles and retirement planning have in common? More than you think. In this episode, Paul and Travis Ivanoff tackle the hidden pitfalls that can derail your retirement—like stealthy 401(k) fees, misunderstood tax implications, and the risks of taking Social Security too early. Wi…

Retirement Curveballs: Are You Ready for the Unexpected? | Tax-Smart Moves for a Confident Retirement | How Flexible Is Your Retirement Plan—Really?

Are you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life’s curveballs. Discover how the Ivanof…

Retirement Myths Busted: Why a Million Isn’t the Magic Number | Too Late to Save? The Surprising Truth About Retirement Planning | Medicare, Markets, and Mindset: Your Roadmap to Retirement Confidence

Think you need a million dollars to retire? Think again! This episode of Ivanoff Retirement Insights busts common retirement myths and reveals how personalized planning can help you retire with confidence—no matter your age or savings. Paul and Travis Ivanoff share real client stories, strategies f…

Retirement’s Hidden Cost: Are Fees Stealing Your Future? | Beyond the Numbers: Why Memories Matter More Than Money | Unlocking Confident Retirement: The Roadmap to Real Freedom

What if the real secret to retirement isn’t your net worth, but the memories you make? In this episode, Paul Ivanoff and Travis Ivanoff reveal why income—not just savings—drives retirement happiness, and expose how hidden fees can quietly erode your future. Discover how a personalized roadmap can h…

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

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 fut…