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 whole story. Larry discusses the difference between retiring comfortably and staying comfortably retired, the role of Social Security and pensions, and the importance of creating a flexible income plan that can adapt to changing circumstances. The conversation also explores rising healthcare costs, tax planning opportunities, and newer long-term care strategies that many retirees may not realize are available today.

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.

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 whole story. Larry discusses the difference between retiring comfortably and staying comfortably retired, the role of Social Security and pensions, and the importance of creating a flexible income plan that can adapt to changing circumstances. The conversation also explores rising healthcare costs, tax planning opportunities, and newer long-term care strategies that many retirees may not realize are available today.
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.

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