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Ivanoff Retirement Insights episodes
- Is There a Tax Bomb Hiding in Your 401(k)?
Could waiting to address your retirement taxes create a bigger problem down the road? Paul and Travis Ivanoff explore how required minimum distributions can increase taxable income and potentially affect Medicare costs later in retirement. They discuss strategic Roth conversions, the importance of timing, and why the years between retirement and RMDs may offer planning opportunities. Plus, they explain why the answer isn’t always converting more money. Sometimes the conversation should include whether you can comfortably spend more and enjoy the retirement you’ve worked to build.
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
See omnystudio.com/listener for privacy information.
13 min - Are You Working Longer Than You Need To?
What if the biggest retirement question isn’t how much money you have, but how much time you’re willing to trade for more? Paul and Travis Ivanoff explore the decision to work another year versus stepping into retirement sooner. They discuss Social Security, 401(k) savings, health, family, job satisfaction, and personal goals, while sharing real-life examples of retirees who discovered that the financial numbers are only part of the equation. It’s a conversation about putting retirement on paper and deciding what matters most when work becomes optional.
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
See omnystudio.com/listener for privacy information.
14 min - The Fed Raised Rates. Should Your Retirement Plan React?
When the Fed makes a move, should your retirement plan move with it? In this episode of Ivanoff Retirement Insights, Paul and Travis Ivanoff discuss why changing interest rates and market headlines do not always call for drastic portfolio changes. They explore bond duration, retirement income, Roth conversion opportunities, and the importance of reviewing your overall allocation while keeping long-term goals in focus. The conversation also highlights how a well-structured retirement strategy can help investors look beyond the latest financial headlines.
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
See omnystudio.com/listener for privacy information.
9 min - What If You Can Afford More Than You Think?
What if the biggest retirement mistake isn’t running out of money, but being too afraid to spend it? Paul and Travis Ivanoff discuss why many retirees who spent decades saving struggle to enjoy the wealth they’ve built. They explore the mindset behind underspending, how inflation can distort financial confidence, and why an income plan can help create greater clarity around retirement decisions. The conversation also covers defining your true income needs, balancing legacy goals with lifestyle goals, charitable giving strategies, and turning retirement savings into a tool that supports the life you want to 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
See omnystudio.com/listener for privacy information.
13 min - The Retirement Questions Most People Never Ask
What if the biggest retirement mistake isn’t losing money, but being too afraid to spend it? Paul and Travis Ivanoff explore the retirement questions many people never think to ask, from creating a sustainable income plan to understanding pensions, required minimum distributions, long-term care concerns, and Social Security impacts. Using a recent client story, they highlight how focusing only on saving can leave retirees living paycheck to paycheck despite substantial assets. The conversation centers on shifting from accumulation to distribution and gaining clarity around how retirement income supports the lifestyle you want.
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
See omnystudio.com/listener for privacy information.
13 min - Can You Retire Sooner Than You Think?
Could retiring earlier than planned be more realistic than you think, or could one overlooked mistake change everything? Paul Ivanoff and Travis Ivanoff break down the key factors behind an early retirement strategy, including income diversification, budgeting before leaving work, healthcare planning, and preparing for market volatility. They discuss why retirement is about more than reaching a savings target, how a lack of planning can create lasting consequences, and why having a purpose beyond work may be just as important as having enough money.
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
See omnystudio.com/listener for privacy information.
12 min - The Social Security Rule That Doesn’t Fit Everyone
Is waiting until age 70 to claim Social Security really the smartest retirement move? This week, Paul and Travis Ivanoff break down why the popular "always wait" advice doesn't fit every retiree. They explore how health, longevity, family goals, taxes, legacy planning, and opportunity costs can influence the decision of when to claim benefits. Through real-world examples, they discuss how Social Security affects the rest of a retirement portfolio and why a personalized strategy may reveal options many retirees never consider.
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
See omnystudio.com/listener for privacy information.
13 min - Why Your Retirement Legacy Could Be Smaller Than You Think
What if the Great Wealth Transfer never reaches the next generation? In this episode, Paul and Travis Ivanoff explore why rising healthcare costs, longer lifespans, family support needs, and taxes may reduce the wealth many retirees hope to leave behind. They discuss legacy planning strategies, tax efficiency, long-term care considerations, life insurance leverage, and how thoughtful estate planning can help families keep more assets where they intend. The conversation highlights common retirement risks and the importance of coordinating financial, tax, and estate planning 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
See omnystudio.com/listener for privacy information.
13 min - Warren Buffett Went to Cash. Should Retirees Do the Same?
Warren Buffett moved $373 billion to cash before retiring, but does that mean retirees should follow suit? In this episode of Ivanoff Retirement Insights, Paul and Travis Ivanoff discuss the risks of becoming too conservative in retirement, why holding too much cash can hurt purchasing power, and how a bucket strategy can balance growth, protection, income, and flexibility. They also explain how risk tolerance assessments uncover mismatches between investor expectations and actual portfolios, helping retirees build a plan with purpose rather than reacting to market headlines.
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
See omnystudio.com/listener for privacy information.
11 min - The Retirement Expense Many People Underestimate
Many retirees are shocked to learn that healthcare costs in retirement may not be as low as they expected. Based on a discussion of Medicare, Medigap coverage, long-term care planning, and retirement income strategies, Paul and Travis Ivanoff explain why healthcare expenses need to be built into a retirement plan long before leaving the workforce. They also discuss how market volatility can impact retirement timing, why distribution planning matters, and the importance of reviewing Medicare options regularly as retirement approaches.
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
See omnystudio.com/listener for privacy information.
13 min
About Ivanoff Retirement Insights
From the publisher's feed
When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. 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!