Finally, a retirement podcast in a language YOU can understand. Your host, Gregg Gonzalez, Certified Financial Fiduciary®, CFP® is a Dave Ramsey Smartvestor Pro with the heart of a teacher. Listen as Gregg shares financial & retirement tips that are sure to keep you tuned in every episode. Check out our podcast website http://RetirestrongFA.com for FREE resources and to see how the RetireStrong team can help you plan for a successful retirement.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Retirement is the beginning of a new story, and the decisions you make leading up to your last working day can significantly impact your financial well-being and peace of mind. On the show this week, I focus on the importance of timing your retirement and how choosing the specific month to retire can significantly impact your finances, taxes, and benefits. There are various financial and emotional…
In this episode, I take you through the three most common mistakes people make in retirement—and how you can avoid them to set yourself up for long-term success. From overspending in the early days of retirement to overlooking crucial tax strategies and entering retirement without a written income plan, I discuss why these pitfalls happen and what you can do differently. Later in the episode, it's…
This week I'm discussing the latest Social Security Trustees Report, what it means for your future benefits, what changes may be coming, and how millions of Americans are already planning ahead. I'll dig into the psychology and strategy of spending down your savings once you retire, including how to transition from saving to spending, why an "intentional adjustment" matters, and the critical role…
Retirement is often painted as a well-earned period of leisure, adventure, and relaxation. Yet, the journey to a fulfilling retirement is rarely straightforward. On this episode of the show, I'm shining a light on the intricate realities lying beneath common assumptions—and how the right planning, rooted in your personal goals and beliefs, makes all the difference. I also share an eye-opening case…
The conversation this week explores the mindset shifts required as individuals move from years of saving and accumulating wealth to the daunting prospect of spending down those savings. Emotional readiness, habits, and even arbitrary financial goals can become barriers to making the leap into retirement—even when the numbers already add up. I share practical strategies for addressing these mental…
Retirement planning is about more than just saving money—it's about making smart decisions with your finances to ensure that you keep as much of what you've earned as possible. On the show this week, I'm sharing essential strategies for managing your taxes in retirement—including a real-life example of a couple selling $146,000 in capital gains and paying zero taxes. I break down the benefits of…
What does it mean to retire in 2026, and how does today's retirement landscape differ from 10 or 20 years ago? With more retirees facing challenges such as rising healthcare costs, higher cost of living, concerns about Social Security, shifting demographics, and the impacts of national debt, this episode digs into the current risks and opportunities for those planning their golden years. I share…
When it comes to retirement planning, understanding tax-advantaged accounts like Roth IRAs, knowing how to select a trusted advisor, and making optimal income choices are key building blocks for long-term financial confidence. On this episode of the Retirement Made Easy podcast, I'm digging into the details of Roth IRAs, Roth conversions, navigating advisor relationships, and the complex art of…
When markets feel unsettled, it can be hard not to worry. Headlines about war, inflation, falling retirement balances and political uncertainty can make even experienced investors feel uneasy. But as this episode of Retirement Made Easy highlights, volatility is not unusual — it is part of investing. The key is not to avoid every downturn. It is to respond in a way that supports your long-term…
Retirement planning can feel overwhelming, but understanding key benefits and strategies can help you make the most of your financial future. On the show this week, I tackle listener questions on Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Social Security. If you're considering an HSA, are curious about contribution limits, or want to know how HSAs can work alongside…
