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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>.

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.