Welcome to the Retired·ish podcast hosted by Cameron Valadez, CERTIFIED FINANCIAL PLANNER™.
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!
In each episode, Cameron shares actionable ideas and strategies to help you
- Simplify Investing
- Reduce Taxes
- Grow Your Net Worth
- Retire on your terms
You'll get answers to some of the top concerns facing 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 and understand 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!
Podcast Trailer Transcript: Retired-ish is the retirement podcast for those exploring retirement and those currently in retirement. The ideas and wealth 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.
I’m your host, Cameron Valadez, and I am a practicing CERTIFIED FINANCIAL PLANNER(TM), founder, and partner of Planable Wealth, a wealth management firm for retirees and pre-retirees over age 50.
In each episode, I share ACTIONABLE ideas and strategies to help you simplify investing, reduce taxes, & grow your net worth, so you can retire on your terms!
I discuss real-world concerns and experiences of retirees and business owners including:
• Reducing your lifetime tax bill from the IRS
• How to better preserve your retirement nest egg, and draw a sufficient income
• Giving purpose to your investment strategy
• Exiting the business you built while creating an income stream and leaving a legacy
• What to do with inheritances
• And MUCH, MUCH MORE
I also take a deep dive into more complex issues retirees face drawn from our real-world experience regarding, trust management, estate planning, small-businesses, 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 valuable time on what matters most, since you’re only getting less and less…
I believe this can be achieved through well-designed and monitored financial planning that adapts to life's unknowns.
This podcast aims to deliver some of my financial planning background and experience, to you.
If there’s a question you’d like to ask and have answered on the podcast, you can submit one straight from wherever you are by visiting retiredishpodcast.com. Again, that’s retiredishpodcast.com
Want even more detailed retirement planning insights and resources? Visit my firm’s website at planablewealth.com and join our free monthly newsletter where we go even further into your biggest questions and concerns.
Thanks for checking out Retired-ish, I hope you enjoy the show!