Ever wondered how your childhood money habits shape your financial future? Dive into the emotional baggage we all carry and discover how to rebuild your financial confidence. Join us as we unpack personal stories and expert insights to help you understand and transform your money mindset.

Do you have questions about financial planning and your retirement? Book an appointment here or set up a free complimentary call with Larry Kiser and Sage Wealth Design at 435-704-2213. 

Ever wondered how your childhood money habits shape your financial future? Dive into the emotional baggage we all carry and discover how to rebuild your financial confidence. Join us as we unpack personal stories and expert insights to help you understand and transform your money mindset.
Do you have questions about financial planning and your retirement? Book an appointment&nbsp;<a href="https://calendly.com/sagewealthdesign/intro?month=2025-03">here</a> or set up a free complimentary call with Larry Kiser and Sage Wealth Design at 435-704-2213.&nbsp;

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

The Sage Investor

Emotional Baggage and Your Wallet: Rebuilding Financial Confidence - Part 1

The hardest family money conversations often aren't about money at all, they're about love, independence, aging, and uncertainty. In this episode of The Sage Investor Podcast, Larry Kiser discusses how families can approach difficult conversations about inheritance, long-term care, caregiving, and financial planning before a crisis forces decisions to be made. Larry shares why many parents avoid these discussions, the emotional challenges that can create conflict, and the importance of approaching the conversation with empathy rather than assumptions. He also explores practical planning strategies that may help families navigate future care needs while preserving options, dignity, and financial flexibility for everyone involved.

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.

The hardest family money conversations often aren't about money at all, they're about love, independence, aging, and uncertainty. In this episode of The Sage Investor Podcast, Larry Kiser discusses how families can approach difficult conversations about inheritance, long-term care, caregiving, and financial planning before a crisis forces decisions to be made. Larry shares why many parents avoid these discussions, the emotional challenges that can create conflict, and the importance of approaching the conversation with empathy rather than assumptions. He also explores practical planning strategies that may help families navigate future care needs while preserving options, dignity, and financial flexibility for everyone involved.
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.

Can Families Talk About Inheritance and Care Without Conflict?

What happens to your retirement plan if retirement arrives earlier than expected…and not by choice? In this episode, Larry Kiser discusses the financial decisions that can follow a job loss later in your career. From managing old 401(k) accounts and avoiding costly withdrawal mistakes to maintaining liquidity and exploring Roth conversion opportunities during lower-income years, Larry explains how a difficult transition can create opportunities for smarter planning. He also highlights why leaving old retirement accounts behind may cost more than many people realize. The takeaway: an unexpected career change doesn’t have to leave your retirement strategy in limbo if you understand your options and have a plan for the next step.

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.

What happens to your retirement plan if retirement arrives earlier than expected&hellip;and not by choice? In this episode, Larry Kiser discusses the financial decisions that can follow a job loss later in your career. From managing old 401(k) accounts and avoiding costly withdrawal mistakes to maintaining liquidity and exploring Roth conversion opportunities during lower-income years, Larry explains how a difficult transition can create opportunities for smarter planning. He also highlights why leaving old retirement accounts behind may cost more than many people realize. The takeaway: an unexpected career change doesn&rsquo;t have to leave your retirement strategy in limbo if you understand your options and have a plan for the next step.
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 <a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

What Would Happen to Your Retirement Plan If You Lost Your Job Tomorrow?

What if some of the biggest retirement opportunities come with an expiration date? In this episode, Larry Kiser explores key retirement planning windows that can have a lasting impact on your financial future. From catch-up contributions at age 50 and rollover opportunities after 59½, to Social Security timing, Roth conversions, and required minimum distributions, Larry discusses why timing matters. He also shares insights on why waiting too long to act can limit your options and how small decisions made today can shape the retirement lifestyle you enjoy tomorrow. The takeaway: retirement planning isn’t just about what you do, it’s about knowing when to do it.

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.

What if some of the biggest retirement opportunities come with an expiration date? In this episode, Larry Kiser explores key retirement planning windows that can have a lasting impact on your financial future. From catch-up contributions at age 50 and rollover opportunities after 59&frac12;, to Social Security timing, Roth conversions, and required minimum distributions, Larry discusses why timing matters. He also shares insights on why waiting too long to act can limit your options and how small decisions made today can shape the retirement lifestyle you enjoy tomorrow. The takeaway: retirement planning isn&rsquo;t just about what you do, it&rsquo;s about knowing when to do it.
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 <a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

Emotional Baggage and Your Wallet: Rebuilding Financial Confidence - Part 1

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