Retirement Readieness Playbook Podcast

Retirement is filled with important decisions, but some choices are far more difficult to undo than others. In this episode of the Retirement Readiness Playbook, Kevin and Lauren Geiger discuss several retirement decisions that deserve extra attention before you commit. From Social Security claiming strategies and pension elections to bridging the healthcare gap before Medicare and managing taxes in retirement, they explain why planning ahead can make a meaningful difference. You'll also hear how spousal benefits, pension buyout offers, and tax-efficient withdrawal strategies can affect your long-term financial picture. If you're approaching retirement, this conversation highlights the value of understanding your options 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.

Retirement is filled with important decisions, but some choices are far more difficult to undo than others. In this episode of the Retirement Readiness Playbook, Kevin and Lauren Geiger discuss several retirement decisions that deserve extra attention before you commit. From Social Security claiming strategies and pension elections to bridging the healthcare gap before Medicare and managing taxes in retirement, they explain why planning ahead can make a meaningful difference. You'll also hear how spousal benefits, pension buyout offers, and tax-efficient withdrawal strategies can affect your long-term financial picture. If you're approaching retirement, this conversation highlights the value of understanding your options 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>.

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

Measure Twice, Retire Once: Avoiding Costly Retirement Mistakes

Retirement can feel a lot like being handed the keys and suddenly realizing, “Now what?” 

On this episode of The Retirement Readiness Playbook, Kevin and Lauren Geiger explore what really happens after the paychecks stop and retirement begins. They discuss the emotional transition into retirement, creating dependable retirement income, planning for the “go-go, slow-go, and no-go” years, balancing growth with market risk, and adjusting your strategy as your spending and lifestyle change. Plus, learn why a retirement plan shouldn’t be written in permanent ink and how regular reviews can keep your income, Social Security strategy, beneficiaries, and long-term goals aligned with the retirement you actually want.

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 can feel a lot like being handed the keys and suddenly realizing, &ldquo;Now what?&rdquo; 
On this episode of&nbsp;The Retirement Readiness Playbook, Kevin and Lauren Geiger explore what really happens after the paychecks stop and retirement begins. They discuss the emotional transition into retirement, creating dependable retirement income, planning for the &ldquo;go-go, slow-go, and no-go&rdquo; years, balancing growth with market risk, and adjusting your strategy as your spending and lifestyle change. Plus, learn why a retirement plan shouldn&rsquo;t be written in permanent ink and how regular reviews can keep your income, Social Security strategy, beneficiaries, and long-term goals aligned with the retirement you actually want.
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>.

The Paychecks Stopped. Now What?

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What happens to your retirement assets after you’re gone, and is your current plan set up to carry out your wishes?

Kevin and Lauren Geiger discuss legacy planning, beneficiary designations, trusts, IRAs, and the importance of reviewing your arrangements as life changes. They share real-world scenarios illustrating how overlooked accounts or outdated beneficiaries can create complications for loved ones, plus why financial and healthcare powers of attorney deserve attention. You’ll also hear how their checklist-driven approach helps keep retirement income, investments, and legacy considerations connected. If it’s been a while since you reviewed your beneficiaries or legacy plan, this episode offers plenty to think about and discuss with your financial, legal, and tax professionals.

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 to your retirement assets after you&rsquo;re gone, and is your current plan set up to carry out your wishes?
Kevin and Lauren Geiger discuss legacy planning, beneficiary designations, trusts, IRAs, and the importance of reviewing your arrangements as life changes. They share real-world scenarios illustrating how overlooked accounts or outdated beneficiaries can create complications for loved ones, plus why financial and healthcare powers of attorney deserve attention. You&rsquo;ll also hear how their checklist-driven approach helps keep retirement income, investments, and legacy considerations connected. If it&rsquo;s been a while since you reviewed your beneficiaries or legacy plan, this episode offers plenty to think about and discuss with your financial, legal, and tax professionals.
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>.

The Retirement Mistake Your Family Could Inherit

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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>.

Measure Twice, Retire Once: Avoiding Costly Retirement Mistakes

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