Ivanoff Retirement Insights
Ivanoff Retirement Insights
Playlist by Ivanoff Retirement InsightsWhen 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 …Follow the podcast:
47 clip(s) in playlist
Before You Sign Anything: The Red Flags Retirees Miss
Millions of Americans are rushing into retirement and that surge is creating the perfect environment for bad financial advice to thrive. In this episode, Travis and Paul break down the red flags every retiree should watch for, from high‑pressure sales tactics to hidden fees and unrealistic promises…
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Gen X: Have You Saved Enough For Retirement?
For Gen X, retirement is approaching quickly, and the real worry isn’t net worth, but whether their money will last. In this episode, Paul and Travis break down why “cashflow is king,” why the last 10 years before retirement matter most, and how purposeful planning can relieve overwhelming anxiety.…
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Are You Saving… Into a Bigger Tax Bill?
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‑th…
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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…
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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 …
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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…
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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…
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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…
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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…
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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…
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