Holiday shopping isn’t the only deadline sneaking up—your financial checklist matters too. In this episode, Paul and Travis break down critical year-end moves like maximizing 401(k) contributions, Roth conversions, and charitable giving strategies that can impact your taxes and retirement income. They also tackle the risks of procrastination and dive into the AI-driven market surge—what it means for your portfolio and why diversification is key. If you’ve wondered how to keep your retirement plan on track while navigating market trends, this conversation is packed with practical insights you can’t afford to overlook.

6 Money Moves Wealthy People Always Make Before New Year’s

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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!

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What if the secret to a successful retirement is… not retiring? Economist Alicia Munnell says working longer is the key, but Paul and Travis Ivanoff aren’t so sure. In this episode, they tackle the debate over health versus wealth, share stories of clients who traded years for dollars, and explore whether it’s possible to oversave. From pigeon racing to woodworking, discover why purpose matters more than paychecks and how knowing your “dream number” can change everything.

A retirement expert’s best advice? Don’t retire. - MarketWatch

I Retired at 65 With $7.8 Million and Feel Like I Over-Saved. My 40-Something Son Is on the Same Path. Should I Tell Him to Reconsider? | Kiplinger

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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!

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What does Paul McCartney have to do with your retirement plan? More than you’d imagine. In this episode, Paul and Travis Ivanoff dive into the uncertainty surrounding Social Security and explore strategies for creating a resilient income plan. From bucket planning to managing conflicting retirement goals between couples, they simplify complex financial concepts into practical insights. Whether you’re nearing retirement or just starting to plan, this conversation sheds light on how to prepare for the unexpected—without losing your peace of mind.

Social Security at 90: Where the program stands and how to fix it

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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!

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What do remote controls and retirement plans have in common? Both are evolving fast. In this episode, Paul and Travis Ivanoff explore how technology—from biometric logins to AI-driven portfolios—is reshaping retirement planning. They dive into life stages, legacy goals, and how tax-efficient strategies can adapt to your changing needs. Plus, hear how one retiree turned his daughter’s dream into a mobile dog grooming business with smart financial planning.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

https://www.annuity.org/annuities/deferred/

https://www.kiplinger.com/retirement/evolution-of-retirement-are-you-prepared

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What does Shohei Ohtani’s contract have to do with your retirement? In this episode, Paul and Travis Ivanoff explore how financial deferment—like Otani’s salary strategy—can be a powerful tool in retirement planning. From Roth conversions to Social Security timing and annuities, they break down when deferring income makes sense and when it doesn’t. Plus, they tackle risk tolerance after age 50 and how to balance growth with safety as retirement nears.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

https://www.annuity.org/annuities/deferred/

https://www.kiplinger.com/retirement/evolution-of-retirement-are-you-prepared

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What do touchdown fumbles and retirement planning have in common? More than you think. In this episode, Paul and Travis Ivanoff tackle the hidden pitfalls that can derail your retirement—like stealthy 401(k) fees, misunderstood tax implications, and the risks of taking Social Security too early. With real-world analogies and candid takes on popular financial advice, they break down how to avoid costly mistakes in the red zone of life. Whether you're nearing retirement or just starting to plan, this episode offers clarity on making smarter, more informed decisions.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

https://www.kiplinger.com/retirement/retirement-tax-planning-issues-to-be-aware-of

Dave Ramsey Says Retirees Should Claim Social Security at 62—Here Are 11 Key Pros and Cons

https://www.wsj.com/wsjplus/dashboard/articles/3-mistakes-avoid-investing-retirement-28b678e8 

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Are you ready for the end-of-year financial surprises that could shape your retirement? In this episode, Paul and Travis Ivanoff break down essential strategies for maximizing retirement income, minimizing taxes, and building a flexible plan that adapts to life’s curveballs. Discover how the Ivanoff Quadrant System, tax-loss harvesting, and smart asset allocation can help you retire with confidence—no matter your savings or where you live.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

https://www.ameriprise.com/financial-goals-priorities/personal-finance/year-end-financial-checklist

https://www.gobankingrates.com/retirement/planning/how-far-1-5-million-plus-social-security-goes-in-every-state/

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Think you need a million dollars to retire? Think again! This episode of Ivanoff Retirement Insights busts common retirement myths and reveals how personalized planning can help you retire with confidence—no matter your age or savings. Paul and Travis Ivanoff share real client stories, strategies for late starters, and tips for navigating Medicare and market volatility. Discover why retirement is a journey, not a destination, and how the right roadmap can put your dreams within reach.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

https://www.cnbc.com/2025/09/15/retirement-security-depends-on-planning.html

https://www.immediateannuities.com/in-the-news/how-to-overcome-your-fear-and-enjoy-retirement.html

https://www.yahoo.com/news/dos-donts-tax-efficient-investing-130000467.html

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What if the real secret to retirement isn’t your net worth, but the memories you make? In this episode, Paul Ivanoff and Travis Ivanoff reveal why income—not just savings—drives retirement happiness, and expose how hidden fees can quietly erode your future. Discover how a personalized roadmap can help you retire confidently, spend wisely, and focus on what truly matters: living your dreams and making lasting memories.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

www.fa-mag.com/news/americans-say-it-takes--2-3m-to-be-wealthy-in-the-u-s---schwab-83247.html

www.dol.gov/node/63354

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Are you making the most of every dollar in your retirement plan? This episode of Ivanoff Retirement Insights reveals the five phases of building a resilient retirement roadmap, explores the habits of “stealthy wealthy” millionaires next door, and breaks down new tax rules that could impact your future. Discover how purposeful planning, tax efficiency, and honest conversations can help couples and individuals achieve lasting financial security—without flashy lifestyles or guesswork.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

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

Sources:

https://finance.yahoo.com/news/september-historically-worst-month-stocks-215000584.html

Here are key changes for investors nearing retirement in 2025

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