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A sudden inheritance can change everything—and not always for the better. In this episode, Paul and Travis Ivanoff unpack the real-world challenges families face during the Great Wealth Transfer. From “Lamborghini fever” to costly probate mistakes, they explain why inherited money often disappears faster than expected. The conversation explores how parents can prepare their kids, how adult children can approach uncomfortable money discussions, and why trusts, tax planning, and communication matter long before money changes hands. Whether you expect to leave money behind or receive it, this episode reframes inheritance as a responsibility, not a windfall.

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

A sudden inheritance can change everything&mdash;and not always for the better. In this episode, Paul and Travis Ivanoff unpack the real-world challenges families face during the Great Wealth Transfer. From &ldquo;Lamborghini fever&rdquo; to costly probate mistakes, they explain why inherited money often disappears faster than expected. The conversation explores how parents can prepare their kids, how adult children can approach uncomfortable money discussions, and why trusts, tax planning, and communication matter long before money changes hands. Whether you expect to leave money behind or receive it, this episode reframes inheritance as a responsibility, not a windfall.
Listen to Paul and Travis on <a href="https://patriotla.iheart.com/">KEIB-AM LA </a>Saturdays at 9am.
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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!
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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>

The Great Wealth Transfer Trap No One Prepares You For

What if the most reliable paycheck in retirement doesn’t come from the market at all? This episode breaks down how guaranteed income works in real life, from Social Security strategies—even for the ultra-wealthy—to building additional income streams that feel pension-like. The conversation explores why Social Security covers only part of most retirees’ needs, how claiming decisions can change lifetime income, and how certain annuities are used to create consistent cash flow. You’ll also hear how planners calculate an income “baseline,” reduce exposure to market swings, and think through risks like longevity, market timing, and long-term care. It’s a practical look at cash flow and stability in retirement planning.

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 most reliable paycheck in retirement doesn&rsquo;t come from the market at all? This episode breaks down how guaranteed income works in real life, from Social Security strategies&mdash;even for the ultra-wealthy&mdash;to building additional income streams that feel pension-like. The conversation explores why Social Security covers only part of most retirees&rsquo; needs, how claiming decisions can change lifetime income, and how certain annuities are used to create consistent cash flow. You&rsquo;ll also hear how planners calculate an income &ldquo;baseline,&rdquo; reduce exposure to market swings, and think through risks like longevity, market timing, and long-term care. It&rsquo;s a practical look at cash flow and stability in retirement planning.
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>

Building a Pension When You Don’t Have One

One spouse handles the money until suddenly they can’t. This episode dives into why that dynamic puts couples at risk and how shared financial awareness can change everything. Using real client stories, the conversation explores common blind spots, what happens when only one person knows the plan, and why money decisions are more like parenting than household chores. From retirement roadmaps to everyday details like insurance and accounts, the discussion highlights how engagement from both partners leads to confidence, clarity, and better choices. It also tackles disagreements around saving versus spending and shows how aligning goals helps couples design a retirement that actually reflects how they want to live.

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

One spouse handles the money until suddenly they can&rsquo;t. This episode dives into why that dynamic puts couples at risk and how shared financial awareness can change everything. Using real client stories, the conversation explores common blind spots, what happens when only one person knows the plan, and why money decisions are more like parenting than household chores. From retirement roadmaps to everyday details like insurance and accounts, the discussion highlights how engagement from both partners leads to confidence, clarity, and better choices. It also tackles disagreements around saving versus spending and shows how aligning goals helps couples design a retirement that actually reflects how they want to live.
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>

Why Couples Lose Control When Finances Aren’t Shared

A viral story of an 88‑year‑old man still working full‑time sparks a deeper conversation about what it really takes to secure a stable, dignified retirement. In this episode, the team breaks down why relying on a single income source can leave you vulnerable and how thoughtful planning creates long‑term confidence. They also explore the often‑overlooked importance of estate documents, from trusts to beneficiaries to powers of attorney, and why waiting “someday” can leave loved ones with chaos instead of clarity.

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

A viral story of an 88‑year‑old man still working full‑time sparks a deeper conversation about what it really takes to secure a stable, dignified retirement. In this episode, the team breaks down why relying on a single income source can leave you vulnerable and how thoughtful planning creates long‑term confidence. They also explore the often‑overlooked importance of estate documents, from trusts to beneficiaries to powers of attorney, and why waiting &ldquo;someday&rdquo; can leave loved ones with chaos instead of clarity.
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>

The Great Wealth Transfer Trap No One Prepares You For

Ivanoff Retirement Insights

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