Retirement Readiness Playbook
Retirement Readiness Playbook
Welcome to Retirement Readiness Playbook, a podcast designed to help individuals, families, and business owners make more confident decisions about retirement and the financial choices surrounding it. Hosted by Kevin and Lauren Geiger, co-founders of Geiger Investments, each episode features clear discussions around topics like wealth management, retirement planning, estate planning, tax considera…
Retirement Decisions You May Not Get to Redo
Some retirement decisions are easier to change than others. Kevin and Lauren Geiger break down choices that deserve extra attention before you commit, including when to claim Social Security, selecting pension benefits, handling healthcare before Medicare, and managing taxable retirement withdraw…
28:00
Why Retirees Can't Afford to “Stay the Course” Without a Plan
What happens when the market drops after you've spent decades saving for retirement? In this episode of Retirement Readiness Playbook, Kevin and Lauren Geiger discuss why retirement changes your relationship with risk and how market downturns can affect income when you're no longer earning a payc…
28:00
Are You Ready for Retirement? Navigating the Financial Zone
What does football's red zone have in common with retirement? More than you might think. In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger break down the "Retirement Red Zone," the critical five years before and after retirement when key financial decisions can have a …
27:36
The Truth About Social Security, 401(k)s, Taxes, and Retirement Planning
What if some of the most common retirement beliefs are actually setting you up for costly mistakes? In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger break down several retirement myths that can impact your financial future. They discuss why many retirees spend more, no…
26:35
The Estate Planning Mistake That Could Cost Your Family 37%
What happens to your retirement assets when you're gone, and could a simple beneficiary mistake cost your family thousands in unnecessary taxes? In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss why estate planning is about more than just having a will or trust…
27:56
Why a Market Crash Doesn't Have to Derail Your Retirement
What happens when a lifetime of saving collides with an unpredictable market? In this episode of the Retirement Readiness Playbook, Kevin and Lauren Geiger introduce their "Three Bucket Approach" to retirement planning. They break down the roles of liquidity, income, and growth, explaining how eac…
27:57
Don't Leave It to Chance: Beneficiaries, Trusts, and Legacy Planning Mistakes
Retirement planning gets more complicated when blended families, remarriages, and legacy goals enter the picture. In this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss how to balance providing for a spouse while protecting an inheritance for children. They explore b…
26:47
The Retirement Tax Trap: What RMDs Could Cost You
What happens when the retirement account you spent decades building becomes your biggest tax challenge? In this episode of Retirement Readiness Playbook, Kevin and Lauren Geiger break down Required Minimum Distributions (RMDs), the impact of Secure Act 2.0, and why delaying retirement withdrawals…
26:48