Ever feel like retirement planning has its own language and everyone else got the dictionary except you? In this episode of The Sage Investor Podcast, Larry Kiser breaks down some of the most common retirement planning terms that often leave people confused. From RMDs (Required Minimum Distributions) and sequence of returns risk to diversification, Roth conversions, replacement rates, and IRMAA surcharges, Larry explains what these concepts actually mean and why they matter. Through real-world examples, he shows how understanding the language of retirement can help you make more informed financial decisions. If you've ever heard your advisor use a term that made your eyes glaze over, this episode is designed to help translate retirement jargon into plain English.

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.

Ever feel like retirement planning has its own language and everyone else got the dictionary except you? In this episode of The Sage Investor Podcast, Larry Kiser breaks down some of the most common retirement planning terms that often leave people confused. From RMDs (Required Minimum Distributions) and sequence of returns risk to diversification, Roth conversions, replacement rates, and IRMAA surcharges, Larry explains what these concepts actually mean and why they matter. Through real-world examples, he shows how understanding the language of retirement can help you make more informed financial decisions. If you've ever heard your advisor use a term that made your eyes glaze over, this episode is designed to help translate retirement jargon into plain English.
Learn more about Sage Wealth Design&rsquo;s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting <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