Is your retirement plan ready for a Wile E. Coyote moment? In this episode, Paul and Travis Ivanoff explore how emotional investing, emergency funds, and tax surprises can derail even the best-laid retirement plans. From resisting the urge to chase market highs to preparing for required minimum distributions and unexpected expenses, they break down how to build a strategy that’s steady, flexible, and personal. Learn how naming your financial “buckets” and planning for tax efficiency can help you stay grounded—no matter what the market throws your way.

The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late

What’s the worst age to take your child on a road trip?

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management

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