Retirement worries have a way of multiplying, but what if the biggest risk isn't the problem itself, it's not having a plan for it? In this episode of The Sage Investor Podcast, Larry Kiser explores the fears that often keep retirees awake at night, from running out of money and inflation to healthcare costs, market volatility, and long-term care concerns. Larry discusses why today's headline worries can feel overwhelming, how emotional reactions impact financial decisions, and why a well-designed retirement plan can help you feel confident despite life's uncertainties. He also explains the difference between transactional planning and transformational planning, helping retirees move beyond fear and toward a vision for the life they truly want to live in retirement.

Learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here, email team@sagewealthdesign.com, or call 435-704-2213.

Retirement worries have a way of multiplying, but what if the biggest risk isn't the problem itself, it's not having a plan for it? In this episode of The Sage Investor Podcast, Larry Kiser explores the fears that often keep retirees awake at night, from running out of money and inflation to healthcare costs, market volatility, and long-term care concerns. Larry discusses why today's headline worries can feel overwhelming, how emotional reactions impact financial decisions, and why a well-designed retirement plan can help you feel confident despite life's uncertainties. He also explains the difference between transactional planning and transformational planning, helping retirees move beyond fear and toward a vision for the life they truly want to live in retirement.
Learn more about Sage Wealth Design&rsquo;s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting&nbsp;<a href="https://calendly.com/sagewealthdesign/intro?month=2025-05">here</a>, email&nbsp;<a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.

That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!



Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.
That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!
 
Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24