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.