The Sage Investor

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 Sa…

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38 clip(s) in playlist

Are Your Retirement Worries Bigger Than the Actual Risks?
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 health…
20:03
Are You Fluent in the Language of Retirement Planning?
Retirement planning has its own language, but what if understanding a few key terms could completely change your financial future? In this episode of The Sage Investor Podcast, Larry Kiser continues breaking down the retirement jargon that often leaves people feeling overwhelmed. From rollovers and…
23:43
Do You Understand the Language of Retirement Planning?
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 Distribution…
22:22
What's the Difference Between Retiring Comfortably and Staying Comfortably Retired?
Does achieving the American Dream really require a $5 million price tag, or is retirement more attainable than many people think? In this episode of The Sage Investor Podcast, Larry Kiser examines the growing cost of retirement and why headlines about million-dollar retirement goals don't tell the …
21:51
Can Families Talk About Inheritance and Care Without Conflict?
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 …
23:14
What Would Happen to Your Retirement Plan If You Lost Your Job Tomorrow?
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 maintainin…
17:36
What Retirement Decisions Have an Expiration Date?
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 Sec…
20:44
You Can’t Control Longevity, But You Can Control This
Living longer is one thing, but making your money last just as long is a whole different challenge. In this episode, Larry Kiser explores what’s truly within your control when it comes to retirement planning, from spending habits and saving strategies to navigating market cycles and tax exposure. U…
21:03
The Retirement Risk Most People Avoid Talking About
What if one health event could rewrite your entire retirement plan overnight? In this episode, Larry Kiser tackles the often-avoided topic of long-term care and why planning for it matters more than most people realize. With the majority of retirees likely to need some form of care, and only a smal…
18:09
Expectation vs. Reality: The Truth About Retirement Planning
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 aroun…
18:39