Inflation shows up quietly—until one grocery run makes it impossible to ignore. In this episode of the Sage Investor Podcast, Larry Kiser unpacks what inflation really means for everyday spending and long‑term retirement decisions. The conversation explores how purchasing power changes over time, why emotion can derail even solid plans, and how history offers perspective during economic uncertainty. Larry discusses balancing growth, liquidity, and protection, along with the role of asset allocation in volatile markets. Listeners will hear how inflation is factored into retirement planning without letting fear dictate decisions, and why preparation matters more than reacting to headlines.

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.

Inflation shows up quietly&mdash;until one grocery run makes it impossible to ignore. In this episode of the Sage Investor Podcast, Larry Kiser unpacks what inflation really means for everyday spending and long‑term retirement decisions. The conversation explores how purchasing power changes over time, why emotion can derail even solid plans, and how history offers perspective during economic uncertainty. Larry discusses balancing growth, liquidity, and protection, along with the role of asset allocation in volatile markets. Listeners will hear how inflation is factored into retirement planning without letting fear dictate decisions, and why preparation matters more than reacting to headlines.
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

The Sage Investor

When Rising Prices Start Testing Your Retirement Plan

Tax season has a way of sneaking up—and for retirees, small missteps can have lasting consequences. In this episode of the Sage Investor Podcast, host Larry Kiser breaks down why tax preparation and tax planning are not the same thing, and why waiting until April can limit your options. Larry shares real‑world stories, common mistakes retirees make, and how coordination between a financial planner and a CPA can change outcomes over time. The conversation highlights forward‑thinking strategies, the importance of communication, and why value—not just cost—matters when building a tax‑aware retirement approach.

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.

Tax season has a way of sneaking up&mdash;and for retirees, small missteps can have lasting consequences. In this episode of the Sage Investor Podcast, host Larry Kiser breaks down why tax preparation and tax planning are not the same thing, and why waiting until April can limit your options. Larry shares real‑world stories, common mistakes retirees make, and how coordination between a financial planner and a CPA can change outcomes over time. The conversation highlights forward‑thinking strategies, the importance of communication, and why value&mdash;not just cost&mdash;matters when building a tax‑aware retirement approach.
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&nbsp;<a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

Why April 15 is Too Late for Real Tax Planning

Annuities are everywhere, yet most people aren’t sure what they actually do—or why they spark so much confusion. In this episode, Larry Kiser breaks down why annuities have earned a mixed reputation and what’s often missing from the conversation. He explains the core differences between fixed, indexed, and variable annuities, along with the critical distinction between income and accumulation strategies. You’ll hear why control, liquidity, and clarity matter more than buzzwords or bonuses, and how pressure, complexity, and misunderstanding can become red flags. The discussion centers on helping people understand how annuities fit—or don’t fit—within a broader retirement plan, without oversimplifying the trade‑offs involved.

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.

Annuities are everywhere, yet most people aren&rsquo;t sure what they actually do&mdash;or why they spark so much confusion. In this episode, Larry Kiser breaks down why annuities have earned a mixed reputation and what&rsquo;s often missing from the conversation. He explains the core differences between fixed, indexed, and variable annuities, along with the critical distinction between income and accumulation strategies. You&rsquo;ll hear why control, liquidity, and clarity matter more than buzzwords or bonuses, and how pressure, complexity, and misunderstanding can become red flags. The discussion centers on helping people understand how annuities fit&mdash;or don&rsquo;t fit&mdash;within a broader retirement plan, without oversimplifying the trade‑offs involved.
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.

Annuities Explained: What’s Real, What’s Misleading, and What Matters

The most dangerous part of retirement isn’t getting there—it’s what happens after you arrive. Using vivid parallels from Olympic downhill skiing and climbing Mount Everest, this episode explores why the “descent” into retirement requires just as much planning as the climb. Larry Kiser explains how market volatility, spending hesitation, and misplaced conservatism can quietly derail even well‑funded retirements. He shares how thoughtful asset allocation, liquidity, and ongoing guidance help retirees shift from saving to spending with greater control. At its core, this conversation highlights why successful retirement planning blends numbers with relationships—and why having an experienced financial Sherpa matters most when the slope turns steep

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.

The most dangerous part of retirement isn&rsquo;t getting there&mdash;it&rsquo;s what happens after you arrive. Using vivid parallels from Olympic downhill skiing and climbing Mount Everest, this episode explores why the &ldquo;descent&rdquo; into retirement requires just as much planning as the climb. Larry Kiser explains how market volatility, spending hesitation, and misplaced conservatism can quietly derail even well‑funded retirements. He shares how thoughtful asset allocation, liquidity, and ongoing guidance help retirees shift from saving to spending with greater control. At its core, this conversation highlights why successful retirement planning blends numbers with relationships&mdash;and why having an experienced financial Sherpa matters most when the slope turns steep
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&nbsp;<a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

When Rising Prices Start Testing Your Retirement Plan

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