Retired-ish
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve!
This educational podcast was created to provide you with confidence in your retirement planning decisions.
Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning firm for retirees, Planable Wealth.
In each episode, Cameron shares actionable ideas and strategies to help you Simplify Investing, Reduce Taxes, & Grow Your Net Worth, so you can retire on your terms!
Cameron will answer some of the top concerns of retirees including: How can I potentially pay less in taxes to the IRS? How can I better preserve my retirement nest egg and draw a sufficient income? How can I simplify my investments? How can I keep more wealth in the family?
Cameron also takes a deep dive into more complex issues retirees face regarding retirement income, estate planning, Medicare, Social Security and more!
Retirement doesn't have to be a means to an end. To be Retired-ish means to have the CONFIDENCE and FREEDOM to spend your time on what matters most, and retire on your terms! Cameron believes this can be achieved through well-designed financial planning that adapts to life's unknowns.
Find more information about Cameron or ask a question you would like answered on the podcast by visiting retiredishpodcast.com
Want even more detailed retirement planning insights? Join our monthly Retired·ish Newsletter!
- Update frequency
- every 14 days
- Average duration
- 29 minutes
- Episodes
- 79
- Years Active
- 2022 - 2025
Passing Large Retirement Accounts to Beneficiaries
Large pre-tax retirement accounts such as Traditional IRAs, 401(k) plans and the like are great savings vehicles for retirement. The problem is, they make for lousy and tax laden estate planning.
The…
Creating a Financial Affidavit for Divorce Negotiations
One out of four people that experience divorce in the United States is age 50 or older, and nearly one out of ten is age 65 or older. These later-in-life separations is commonly referred to as Gray D…
What to Know About Taxes When Deciding What State to Retire In
By having a better understanding of your tax situation, you are more likely keep more of your hard-earned money, which can also mean you don’t have to rely as much on exuberant investment returns.
M…
Financial Considerations for “Snowbirding” in Retirement
While the vast majority of people will choose to live in the same home once they retire, many more housing opportunities typically open up during your retirement years due to kids being out of the ho…
Minimizing Your Lifetime Tax Bill Early in Retirement
There typically comes a time when your income sources drastically change from one source to another, or from one to multiple sources.
For most, this will be shifting from earning income from a career…
How to Protect Your Aging Parent Financially
If you have an aging parent, there’s a high likelihood that you will eventually need to step in to help them with their caretaking and financial decision making.
There are many steps you can take to …
Unique Challenges Women Often Face in Retirement
Women have unique challenges that they typically face in retirement, and although men have their own share of obstacles to face, women tend to juggle more than just worrying about themselves and thei…
With Everything Going on in The World Right Now, Why Would I Invest?!
Our emotions impact our investing decisions when it comes to the stock markets. In this episode, I share a thought experiment to help you understand how to make your investing decisions.
More specifi…
Health Insurance Options When Retiring Before You’re Eligible for Medicare
I discuss the common options you have for health insurance coverage when retiring before you are Medicare eligible at age 65.
More specifically, I discuss:
- Jumping on Your Spouse’s Employer Health …
Financial Strategies to Consider When Inheriting Money
In this episode, I discuss some of the financial strategies you can implement into your own personal finances as the recipient of a financial windfall from a parent.
More specifically, I discuss:
- St…
Costly Mistakes To Avoid When Inheriting Money
I discuss the potential pitfalls to watch out for when inheriting assets from a parent. Receiving an inheritance isn’t the same as maximizing an inheritance, as you could lose a significant portion i…
Social Security Benefits Available to Widow(er)s
In this episode, I discuss potential Social Security Survivor Benefits available to a spouse and other family members after the loss of a loved one. Everyone’s situation is unique in that they will t…
The Bucket Strategy
The Bucket Strategy, also know as Time Segmenting, is a simple and effective strategy to implement approaching retirement. This simple yet effective strategy allows you to assign a purpose to your va…
What is Financial Planning?
Revealing the mysteries around financial planning: What it means, what it can do for you, and what the process looks like. I also discuss the problem with simply knowing or researching things rather …
Business Owner Edition: How to Unlock the True Benefits of an S-Corporation, with Mike Jesowshek, CPA
Learn how your business may be able to help you save more in taxes!
In this episode, I’m joined by Mike Jesowshek, CPA and host of the Small Business Tax Savings Podcast as we discuss how to unlock t…
Are Your Investments Truly Diversified?
In practice, I have found many people think they are diversified looking at the surface, but come to find out their investments have very little to no diversification. In this episode, I discuss the …
Social Security Benefits After Divorce
In this episode, I discuss the key facts that you need to know about Social Security benefits after divorce.
More specifically, I discuss:
- What are the requirements to receive Social Security benefi…
The Claims Process for Long-Term Care Insurance, with Eileen Dunn: Long-Term Care Series, Part #4
I’m joined again by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn where we guide you through what to expect during the claims process for long-term care in…
Long Term Care Series, Part #3: How to Determine How Much Long-Term Care Insurance You Need, with Eileen Dunn
I’m joined again by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn where we educate you on how to determine how much long-term care insurance you may need, …
Long Term Care Series, Part #2: Understanding Long-Term Care Insurance & Partnership Programs, with Eileen Dunn
I’m joined again by Long-Term Care expert, Hospital Discharge Planner, and Geriatric Care Manager Eileen Dunn where we discuss the basics of long-term care insurance and the Long-Term Care Partnershi…