Larry Kiser discusses QCDs: what they are, the types of accounts that can disperse them, and the ages that people have to make these decisions. Larry also highlights several more parameters, including the maximum amount that a QCD can be for in each year. Larry also talks about why he was rooting for the Chiefs in the Super Bowl and the grief he took for it.

Ready to build your retirement plan? Visit https://www.sagewealthdesign.com/ to connect with Larry and his team today!

Call 435-704-2213 to attend one of Larry's dinner seminars on February 19th and 20th, March 11th and 12th, and April 22nd and 23rd. 

 

Larry Kiser discusses QCDs: what they are, the types of accounts that can disperse them, and the ages that people have to make these decisions. Larry also highlights several more parameters, including the maximum amount that a QCD can be for in each year. Larry also talks about why he was rooting for the Chiefs in the Super Bowl and the grief he took for it.
Ready to build your retirement plan? Visit&nbsp;<a href="https://www.sagewealthdesign.com/">https://www.sagewealthdesign.com/</a> to connect with Larry and his team today!
Call 435-704-2213 to attend one of Larry's dinner seminars on February 19th and 20th, March 11th and 12th, and April 22nd and 23rd.&nbsp;
&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

Qualified charitable distributions 

Did you know there are over 500 ways to claim Social Security—and your choice could shape your retirement income for decades? In this episode, Larry Kiser of Sage Wealth Design unpacks the maze of Social Security strategies, spousal benefits, and the evolving role of pensions. Learn why personal savings matter more than ever, how to navigate changing rules, and why every retirement plan needs a tailored approach. Whether you’re deciding when to claim, weighing spousal options, or planning for the unexpected, this conversation helps you make informed choices for your financial future.

 

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.

Did you know there are over 500 ways to claim Social Security&mdash;and your choice could shape your retirement income for decades? In this episode, Larry Kiser of Sage Wealth Design unpacks the maze of Social Security strategies, spousal benefits, and the evolving role of pensions. Learn why personal savings matter more than ever, how to navigate changing rules, and why every retirement plan needs a tailored approach. Whether you&rsquo;re deciding when to claim, weighing spousal options, or planning for the unexpected, this conversation helps you make informed choices for your financial future.
&nbsp;
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 <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.

Retirement Detours: How to Make the Best Social Security Choices

Retirement planning isn’t one-size-fits-all—and for women, the stakes are even higher. In this episode, Larry Kiser of Sage Wealth breaks down why women face unique financial challenges, from longer lifespans and career interruptions to wage gaps and conservative investing. Discover practical strategies to close the retirement gap, maximize savings, and build confidence for the future. Whether you’re just starting out, recently widowed, or planning as a couple, this conversation offers tailored advice to help women take charge of their financial journey.

 

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.

Retirement planning isn&rsquo;t one-size-fits-all&mdash;and for women, the stakes are even higher. In this episode, Larry Kiser of Sage Wealth breaks down why women face unique financial challenges, from longer lifespans and career interruptions to wage gaps and conservative investing. Discover practical strategies to close the retirement gap, maximize savings, and build confidence for the future. Whether you&rsquo;re just starting out, recently widowed, or planning as a couple, this conversation offers tailored advice to help women take charge of their financial journey.
&nbsp;
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 <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.

Why Women Need a Different Retirement Plan

What if one unexpected event could unravel your financial security? In this episode of the Sage Investor, host Larry Kiser explores the crucial steps women can take to preserve their assets and prepare for life’s surprises. From the realities of long-term care and hybrid insurance to the importance of wills, trusts, and powers of attorney, this conversation breaks down intimidating topics into practical advice. Real stories highlight why planning ahead—before a crisis hits—can ease burdens for you and your loved ones. Whether you’re single, married, or somewhere in between, this episode offers clarity on protecting what matters most.

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 one unexpected event could unravel your financial security? In this episode of the Sage Investor, host Larry Kiser explores the crucial steps women can take to preserve their assets and prepare for life&rsquo;s surprises. From the realities of long-term care and hybrid insurance to the importance of wills, trusts, and powers of attorney, this conversation breaks down intimidating topics into practical advice. Real stories highlight why planning ahead&mdash;before a crisis hits&mdash;can ease burdens for you and your loved ones. Whether you&rsquo;re single, married, or somewhere in between, this episode offers clarity on protecting what matters most.
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 <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.

Qualified charitable distributions

In 1 playlist(s)

The Sage Investor

Social links

Follow podcast

Recent clips