The Planning For Retirement Podcast

Author: Kevin Lao

After more than 17 years serving retirees, Ive seen the same pattern: people spend 3040 years building wealth, but the biggest financial decisions happen right before and after retirement. Im Kevin Lao, a fiduciary financial advisor specializing in retirement income planning, Roth conversions, Social Security, tax strategies, RMDs, and smart investing for those with 1M saved. If youre within 10 years of retirement or already retired and want clarity, confidence, and tax-efficient income, this podcast is for you. Bonus points if you love golf!
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Language: en

Genres: Business, Investing

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129: Retirement Q&A: 4% Rule, 60/40 Portfolio, Trump Accounts & Biggest Regret
Monday, 6 July, 2026

In this Retirement Q&A episode, I answer four of thequestions I received recently from retirees and people preparing for retirement.We'll cover:• Is the 4% Rule still the best safe withdrawal rate?• What is the best investment allocation during retirement?• Are the new Trump Accounts actually worth using?• What do retirees regret most at the end of life?If you're within 10 years of retirement or already retired,this episode will help you make smarter financial decisions as you prepare for and execute your retirement.⬇️ Resources MentionedRetirement Manifesto: The Regret We Get Wrong:https://www.theretirementmanifesto.com/the-regret-we-get-wrong/?fbclid=IwY2xjawSzaDpleHRuA2FlbQIxMABicmlkETF2N205R3M1UzM0ZGZMYUdUc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHmlG7eBoSF4Xx8iY2T14aNEAsHcdJXiZ683hqbVHRknuOrZntYuEtrs6NMNR_aem_mu0XSSVgTO14CfX4Nj12cA• Trump Accounts Deep Dive (Episode #123)https://open.spotify.com/episode/1GxHxa1rasICkIrlLOb8J9?si=AJQ8RMcDQr-BOcgs2vzVHQ⁠Areyou interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Clickthis link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with me here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Followthe podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠JoinMy Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and shouldnot be considered as tax, legal or investment advice.