What if your retirement turns out to be less “double‑stuffed” than you expected? In this episode of The Sage Investor Podcast, Larry Kiser unpacks the gap between expectation and reality in retirement planning—using a surprising Oreo analogy to bring it to life. He explores common disconnects around Social Security, investment strategy, healthcare costs, and inflation, and why assumptions can lead to disappointment if not tested. The conversation also highlights how past market fears, tax surprises, and evolving expenses can reshape outcomes without a clear strategy. It’s a practical look at aligning expectations with a well‑structured, adaptable financial plan.

Find out what your current position is and 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 your retirement turns out to be less &ldquo;double‑stuffed&rdquo; than you expected? In this episode of The Sage Investor Podcast, Larry Kiser unpacks the gap between expectation and reality in retirement planning&mdash;using a surprising Oreo analogy to bring it to life. He explores common disconnects around Social Security, investment strategy, healthcare costs, and inflation, and why assumptions can lead to disappointment if not tested. The conversation also highlights how past market fears, tax surprises, and evolving expenses can reshape outcomes without a clear strategy. It&rsquo;s a practical look at aligning expectations with a well‑structured, adaptable financial plan.
Find out what your current position is and 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.

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