The Atomic Retirement Podcast
autor: Ryan Kilkenny
Nejnovější epizoda
38. Your Downmarket Playbook: Six Things Smart Investors Do When…
38. Your Downmarket Playbook: Six Things Smart Investors Do When…
O tomto podcastu
The Atomic Retirement is the go-to podcast for smart, tax-savvy retirement planning. Hosted by Marine Corps veteran and financial planner Ryan Kilkenny, this show helps people over 50 navigate the complex world of retirement, Social Security, Medicare, and tax-efficient investing.
Whether you're wondering when to claim Social Security, how to lower taxes in retirement, or how to create a reliable income stream, this podcast gives you clear, actionable advice to help you retire with confidence.
Each episode covers topics like:
✔️ Tax-saving retirement strategies to keep more of your money
✔️ Smart investment moves for a secure financial future
✔️ Medicare and Social Security tips to maximize your benefits
✔️ Retirement income planning so you never run out of money
✔️ Common mistakes to avoid when transitioning to retirement
Your retirement shouldn’t be a guessing game.
Subscribe now and start building your Atomic Retirement!
Epizody
Nejnovějších 20 z 38 epizod
- 38. Your Downmarket Playbook: Six Things Smart Investors Do When Markets Crash · 19 minThe market is falling—again. So what should you actually do when things get rocky? In this episode, you'll hear a simple, practical playbook for staying calm, staying invested…
- 37. Is Your IRA an IOU to the IRS? · 14 minMost people think they've done everything right by saving in a traditional IRA or 401(k). But what if I told you that a big portion of your retirement savings actually belongs to…
- 36. 10 Tax Myths That Could Be Costing You Thousands · 18 minThink you know how taxes work? Some of the most common tax "facts" people believe are actually costing them money. In this episode, we’re diving into 10 of the biggest tax myths…
- 35. Collecting Over $2 Million in Social Security Benefits (And How to Calculate Yours) · 13 minMost retirees don’t realize just how valuable Social Security can be—or how much strategy goes into maximizing those benefits. In this episode, we break down a real-life case…
- 34. Why You Should Freeze Your Credit Today (And How To Do It In 15 Minutes) · 14 minFreezing your credit is one of the easiest and most effective ways to protect yourself from fraud and identity theft, and the best part? It’s free and only takes 15 minutes. In…
- 33. 7 Reasons Why a Roth Conversion Might Be a Bad Idea · 23 minRoth conversions are often touted as a smart tax move—but are they always the right choice? Not necessarily. In this episode, we’re breaking down 7 situations where a Roth…
- 32. Warren Buffett’s Estate Plan: 10 Lessons You Need to Know · 15 minWarren Buffett has spent a lifetime building wealth—but his greatest financial lesson isn’t about investing. It’s about what happens after you’re gone. In a recent letter…
- 31. Should You Claim Social Security Early to Invest It? · 15 minShould you claim Social Security early and invest the money, or wait for a higher monthly benefit? What about using annuities to supplement your income? In this episode, we break…
- 30. 6 Tax Breaks After 50 That Could Save You Thousands · 20 minDid you know taxes could be your largest retirement expense? If you’re over 50, you’re in a prime position to take advantage of powerful tax breaks that can save you…
- 29. Financial Regrets and Wisdom from Americans Over 80 · 8 minEver wonder what people in their 80s and 90s wish they’d done differently with their money? In this episode, we explore their financial wisdom and regrets—from outliving their…
- 28. How Investors Can Earn Better Investment Returns with Ashby Daniels · 42 minBetter investment returns (we all want them). Today we're discussing how to be a more successful long-term investor and I'm joined by Ashby Daniels, a financial planner and the…
- 27. Making Memories and Creating Your Dream Vacation with Mark Comfort · 57 minWhen it comes to bringing people together, few things can match the magic of food, music, and, of course, the thrill of vacationing. Today we're talking about vacationing and I'm…
- 26. The High Price Retirees Pay for Collecting Social Security Too Early · 9 minOne of the most important decisions you will make in retirement is deciding when to collect your Social Security benefits. Social Security is a guaranteed lifetime annuity…
- 25. Buying and Selling a Home with Kiley Willis · 41 minToday we're talking all things real estate with Kiley Willis. Kiley is a realtor at ReeceNichols Plaza in Kansas City (licensed in both Kansas and Missouri), and she is one of…
- 24. What You Can Learn from Your 1099 Forms · 15 minTax season is upon us, and you have probably received your fair share of important tax documents in the mail (or email inbox). Chances are your W-2 is not the only tax form…
- 23. Warren Buffett and 80 Years of Investing Wisdom · 17 minWarren Buffett's annual shareholder letter to owners of Berkshire Hathaway stock is out. Today we'll walk through it together, and I'll point out my top takeaways. After all, the…
- 22. Average 401(k) Balances Dropped 20% in 2022 · 12 min2022 was a terrible, horrible, no good, very bad year for stock and bond markets. It seemed like everything went down in value, everything except inflation and mortgage rates…
- 21. Fixing Social Security: 7 Changes Americans Are Willing to Make · 13 minSocial Security may only be able to pay 80% of its promised benefits starting in 2035 if Congress does not address a projected shortfall. Today we're talking about 7 changes…
- 20. Tax Secrets of Health Savings Accounts · 13 minHealthcare is not cheap and, aside from taxes, might be your most costly retirement expense. Did you know there's a tax-advantaged savings account to help with your healthcare…
- 19. Navigating the Medicare Maze with Danielle Roberts · 46 minToday we're talking all things Medicare with Danielle Roberts. Danielle is a Medicare expert and the co-founder of Boomer Benefits, an insurance agency helping people across the…
