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 beneficiary mistakes, trust planning, probate concerns, powers of attorney, Roth conversions, life insurance strategies, and the importance of updating estate documents after major life events. Through real-world examples, they explain why assumptions can create costly problems and how proactive planning can help avoid family conflict. Whether you're in a second marriage, approaching retirement, or simply want your wishes carried out as intended, this conversation highlights key considerations for building a legacy plan that reflects your goals.

Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.

Start Building Your Retirement Readiness Playbook right here: The Retirement Readiness Playbook.

Or visit the website Geiger Investments.

 

 

Retirement planning gets more complicated when blended families, remarriages, and legacy goals enter the picture.
In this episode of&nbsp;The Retirement Readiness Playbook, Kevin and Lauren Geiger discuss how to balance providing for a spouse while protecting an inheritance for children. They explore beneficiary mistakes, trust planning, probate concerns, powers of attorney, Roth conversions, life insurance strategies, and the importance of updating estate documents after major life events. Through real-world examples, they explain why assumptions can create costly problems and how proactive planning can help avoid family conflict. Whether you're in a second marriage, approaching retirement, or simply want your wishes carried out as intended, this conversation highlights key considerations for building a legacy plan that reflects your goals.
Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.
Start Building Your Retirement Readiness Playbook right here: <a href="https://geigerinvestments.com/retirement-readiness-playbook/#get-started">The Retirement Readiness Playbook</a>.
Or visit the website <a href="https://geigerinvestments.com/">Geiger Investments</a>.
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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 considerations, women’s investing, personal insurance, and long-term goals.

With decades of experience, Kevin and Lauren look beyond investments alone to help you understand how different parts of a financial plan can work together to create a retirement strategy designed to help you reach your goals. Join them for each new episode to get practical guidance and professional perspectives so you can feel more prepared for the future.

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 considerations, women&rsquo;s investing, personal insurance, and long-term goals.
With decades of experience, Kevin and Lauren look beyond investments alone to help you understand how different parts of a financial plan can work together to create a retirement strategy designed to help you reach your goals. Join them for each new episode to get practical guidance and professional perspectives so you can feel more prepared for the future.

Retirement Readiness Playbook

Don't Leave It to Chance: Beneficiaries, Trusts, and Legacy Planning Mistakes

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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 withdrawals. They also discuss spousal benefits, pension buyouts, Roth conversions, and why a large IRA distribution can create unexpected tax consequences. Whether retirement is approaching or already underway, this episode highlights the value of understanding how individual decisions fit together before signing on the dotted line.

Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.

Start Building Your Retirement Readiness Playbook right here: The Retirement Readiness Playbook.

Or visit the website Geiger Investments.

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 withdrawals. They also discuss spousal benefits, pension buyouts, Roth conversions, and why a large IRA distribution can create unexpected tax consequences. Whether retirement is approaching or already underway, this episode highlights the value of understanding how individual decisions fit together before signing on the dotted line.
Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.
Start Building Your Retirement Readiness Playbook right here: <a href="https://geigerinvestments.com/retirement-readiness-playbook/#get-started">The Retirement Readiness Playbook</a>.
Or visit the website <a href="https://geigerinvestments.com/">Geiger Investments</a>.

Retirement Decisions You May Not Get to Redo

Retirement Readieness Playbook Podcast

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 paycheck. They explore the dangers of relying too heavily on market-based withdrawals, the importance of diversification, and how their Three Bucket Approach is designed to balance growth, liquidity, and dependable income. You'll also hear a real-life retirement cautionary tale, insights on sequence-of-returns risk, and a discussion about strategies that may help create more predictable retirement income. If you're concerned about protecting your lifestyle while still participating in market growth, this episode offers practical perspectives on building a more resilient retirement plan.

Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.

Start Building Your Retirement Readiness Playbook right here: The Retirement Readiness Playbook.

Or visit the website Geiger Investments.

What happens when the market drops after you've spent decades saving for retirement? 
In this episode of&nbsp;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 paycheck. They explore the dangers of relying too heavily on market-based withdrawals, the importance of diversification, and how their Three Bucket Approach is designed to balance growth, liquidity, and dependable income. You'll also hear a real-life retirement cautionary tale, insights on sequence-of-returns risk, and a discussion about strategies that may help create more predictable retirement income. If you're concerned about protecting your lifestyle while still participating in market growth, this episode offers practical perspectives on building a more resilient retirement plan.
Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.
Start Building Your Retirement Readiness Playbook right here: <a href="https://geigerinvestments.com/retirement-readiness-playbook/#get-started">The Retirement Readiness Playbook</a>.
Or visit the website <a href="https://geigerinvestments.com/">Geiger Investments</a>.

Why Retirees Can't Afford to “Stay the Course” Without a Plan

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 lasting impact. They discuss knowing your retirement number, organizing your assets, creating a tax-efficient withdrawal strategy, preparing for healthcare and income needs, and building a retirement lifestyle plan that goes beyond the finances. Whether you're one year away from retirement or ten, this conversation offers practical insights on turning years of saving into a confident retirement game plan.

Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.

Start Building Your Retirement Readiness Playbook right here: The Retirement Readiness Playbook.

Or visit the website Geiger Investments.

 

What does football's red zone have in common with retirement? More than you might think. 
In this episode of&nbsp;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 lasting impact. They discuss knowing your retirement number, organizing your assets, creating a tax-efficient withdrawal strategy, preparing for healthcare and income needs, and building a retirement lifestyle plan that goes beyond the finances. Whether you're one year away from retirement or ten, this conversation offers practical insights on turning years of saving into a confident retirement game plan.
Tune in every Saturday at 3:30 pm and Sunday at 7:30 am ET on WSSC. Powered by Geiger Investment.
Start Building Your Retirement Readiness Playbook right here: <a href="https://geigerinvestments.com/retirement-readiness-playbook/#get-started">The Retirement Readiness Playbook</a>.
Or visit the website <a href="https://geigerinvestments.com/">Geiger Investments</a>.
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Don't Leave It to Chance: Beneficiaries, Trusts, and Legacy Planning Mistakes

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