Retire Right: Ohio's Guide to Financial Independence

Tax season has a way of exposing the details retirees didn’t realize they missed. In this episode, host Chris Kichurchak breaks down a practical, retiree-focused tax season checklist and the common oversights that can quietly cost you money. He discusses why organization matters, how CPAs and financial advisors play different but connected roles, and which documents retirees need to gather before meeting with their tax professional. The conversation also explores Medicare lookback rules, Roth conversion math, quarterly tax planning, and why April shouldn’t be the first time taxes cross your mind. A clear-eyed look at taxes as an ongoing part of retirement planning.

If you’re ready to put your wealth in the right hands, schedule a complimentary consultation with Chris and his team today! Email [email protected] visit IWAdirect.com or call (216) 268-3888 to learn more.

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Why do people with plenty of money still run into trouble in retirement? In this episode of Retire Right, Chris Kichurchak breaks down the real-world roadblocks that derail retirement—from inflation and taxes to lifestyle creep and outdated planning habits. Using relatable examples, including why high earners can still run out of money, Chris explains the shift from paychecks to “playchecks” and why retirement planning goes far beyond a legal pad and a rough budget. The conversation explores how income sources, spending habits, and tax decisions intersect, and why understanding your lifestyle costs is central to navigating retirement with clarity and intention.

If you’re ready to put your wealth in the right hands, schedule a complimentary consultation with Chris and his team today! Email [email protected] visit IWAdirect.com or call (216) 268-3888 to learn more.

See omnystudio.com/listener for privacy information.

Retirement planning isn’t a straight line—and that’s exactly why most people get caught off guard. In the debut episode of Retire Right, host Chris Kichurchak shares the personal experiences that shaped his approach to financial planning and why education sits at the center of every client relationship. He breaks down retirement as a living, evolving roadmap—one that accounts for market volatility, life changes, and unexpected detours. Through relatable stories and practical analogies, Chris explains how thoughtful planning focuses on identifying risks early, adapting along the way, and helping individuals take ownership of their financial future with clarity and confidence.

If you’re ready to put your wealth in the right hands, schedule a complimentary consultation with Chris and his team today! Email [email protected] visit IWAdirect.com or call (216) 268-3888 to learn more.

See omnystudio.com/listener for privacy information.

Grab your nearest headphones and press play to gain greater independence in your retirement plan with Retire Right – Ohio's Guide to Financial Independence! This new podcast brings you relevant and insightful retirement information and financial commentary straight to your device, allowing you to head into your own retirement with greater confidence. Hosted by Independence Wealth Advisor’s President and Wealth Advisor, Chris Kichurchak, you’ll hear his personal tips and recommendations on hot financial topics like retirement planning, asset management, long-term care, and much more.

Whether you’re just starting out on your retirement journey, well into enjoying your permanent vacation, or anywhere between, we hope you’ll learn valuable insights and actionable strategies that will guide you toward the retirement that is right for you. Start streaming anytime, anywhere, and begin your journey toward greater financial independence!

See omnystudio.com/listener for privacy information.