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The Retirement Oasis Podcast episodes
- #05 - Key Tax Strategies in Pre-Retirement
There are a few ways to create wealth before retirement – make more money, earn more on your investments, reduce your expenditures. But, there’s one approach that is more exciting than those – implementing tax minimization strategies. We explore that today!
In this episode, Steve and Mel discuss the following:
- The overall benefits of tax minimization strategies.
- Critical first steps before implementing key strategies.
- Key considerations for employer retirement plans.
- Traditional IRA v. Roth IRA.
- Why Health Savings Accounts are misunderstood and underutilized.
- Capital gains planning in today’s environment.
- And more!
Resources:
- Visit our Blog at Oasis Wealth: Episode 5
Connect With Steve Martin or Mel Bond
- (615) 881-3954
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
- Schedule an Introductory Call with Oasis Wealth
54 min - #04 - What is Your Number in Retirement?
You don’t want to get the retirement funding question wrong because you only want to retire once. Figuring out what size your portfolio needs to be at Day One of retirement requires the right level of detail and analysis, but a simple calculation can provide a high-level review of whether you are on track.
In this episode, Steve and Mel discuss the following:
- What the three main input variables are for calculating “how much is enough” at Day One of retirement.
- Why a simple living expense number in the retirement calculation may lead to inaccurate results.
- What are the variables in determining the rate of return for this critical retirement calculation?
- How to factor in income taxes in the retirement calculation.
- Where sensitivity analysis can play a role in determining the recommended size of your retirement portfolio.
Resources:
- Visit our Blog at Oasis Wealth: Episode 4 Blog - Oasis Insights
- Longevity calculators: Social Security Longevity , Living to 100 Calculator.
- Sample online retirement calculator: Kiplinger's Retirement Calculator. Note that Oasis Wealth does not endorse this calculator. The use of any online calculator should not be used as personal advice and should only be used as an initial high level review of your situation.
Connect With Steve Martin or Mel Bond
- (615) 881-3954
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
- Schedule an Introductory Call with Oasis Wealth
44 min - #03 - Designing an Ideal Retirement, Part 2
Finding the ideal retirement is best viewed from a well-being framework which includes three domains of well-being: financial or physical, health, and inner well-being or fulfillment. We provide various tips or words of encouragement in finding fulfillment in retirement, including the idea that it is never too late – or too early – to begin thinking about the ideal retirement. Experimentation, being open and adaptable to new opportunities, and crafting a retirement built around your uniqueness are critical for finding true happiness.
Adopting the right mindset is also critical to gaining a successful retirement. This includes putting the past behind us, having a growth mindset, and not viewing your age as a chronological age are among some of the key mindsets to practice.
In this episode, Steve and Mel discuss the following:
- What is the ideal time to begin thinking about retirement?
- Why one’s mindset is more important than the size of one’s portfolio in finding true fulfillment in retirement.
- Ideas on how to visualize your unique retirement and observations on overcoming fears about retirement.
- What we can do about setbacks in retirement.
- What is a growth mindset, and how it can serve us well in retirement?
Resources:
- Visit our corresponding blog: Oasis Wealth Insights Blog.
- Mitch Anthony’s New Retirementality.
- Ernie Zelinkski’s How to Retire Happy, Wild, and Free.
- The Retirement Challenge: A non-Financial Guide From Top Retirement Experts.
Connect With Steve Martin or Mel Bond
- (615) 881-3954
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
- Schedule an Introductory Call with Oasis Wealth
27 min - #02 - Designing an Ideal Retirement, Part 1
Retirement today can be a fascinating period in your life. Unlike generations ago, the ability to design an ideal retirement that strives for fulfillment is possible in light of the better longevity, better health, and greater prosperity. In light of the increased complexity in finances and taxes in today’s environment, the increased responsibility to be accountable for your own finances, and the opportunity to find fulfillment in retirement, a lot is on the line in planning for your unique retirement.
Finding the ideal retirement is best viewed from a well-being framework which includes three domains of well-being: financial or physical, health, and inner well-being or fulfillment. The financial and health domains are foundational to be able to move on to – or optimize – your inner well-being in retirement. Understanding the various categories of fulfillment in retirement – and appreciating the benefits that they can provide – are critical for designing and living out your ideal retirement.
In this episode, Steve and Mel discuss the following:
- Why retirement is different today than it was generations ago, and why it matters.
- Why retirement can be an amazing era in your life and why “encore” is such an appropriate term to describe this period.
- Why the financial well-being and health well-being are foundational for creating the opportunity to live a fulfilled life in retirement.
- An introduction to the four categories of activities that comprise a fulfilling retirement, including leisure, connections or relationships, renewal, and work.
- Why the elements of lasting happiness – pleasure, engagement, and meaning – are critical to finding fulfillment in retirement.
Resources:
- Visit our corresponding blog: Oasis Wealth Insights Blog.
- Mitch Anthony’s New Retirementality.
- John Nelson’s What Color is Your Parachute? In Retirement.
- Mark Freedman’s encore: finding work that matters in the second half of life.
Connect With Steve Martin or Mel Bond
- (615) 881-3954
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
- Schedule an Introductory Call with Oasis Wealth
40 min - #01 - Introduction to Our Podcast
The Retirement Oasis is a podcast that helps you enjoy, plan, and visualize a retirement lifestyle defined by you. The hosts of this retirement podcast, Mel Bond and Steve Martin, are CERTIFIED FINANCIAL PLANNERTM practitioners and their goal is to help offer wisdom and encouragement to help you enjoy the best life possible leading up to and through retirement.
The content of this podcast will focus on a variety of financial and lifestyle issues that will be relevant as you plan for retirement, whether you are 15 years from retirement or are already retired. The financial issues that Mel and Steve will cover include general financial planning, income tax planning, investments, estate planning, withdrawal and spending strategies in retirement, pension and social security timing, and a host of other issues. The lifestyle segments will focus on helping you find well-being in retirement, including overall fulfillment (“inner well-being”), the financial and physical well-being (e.g., issues related to the home and where you live), and health well-being.
In this episode, Steve and Mel discuss the following:
- The goal, format and content of the podcast.
- Learn about Steve’s roots (Indiana, Texas) and his multi-disciplined background. Learn Steve’s favorite sports teams, and why he loves traveling in the Southeast.
- Learn why Mel says both “Roll Tide” and “Anchor Down” and why he is thrilled to call Nashville home. Learn what brought Mel to Nashville and why he loves working throughout the Southeast.
- What inspired both Mel and Steve to pursue financial planning and advisory services.
Resources:
- Visit our corresponding blog: oasiswealthplanning.com/insights.
- Learn more about the hosts: oasiswealthplanning.com/team.
Connect With Steve Martin or Mel Bond
- (615) 881-3954
- (615) 397-4504
- oasiswealthplanning.com
Want to speak to a fiduciary financial planner?
- Schedule an Introductory Call with Oasis Wealth
17 min
About The Retirement Oasis Podcast
From the publisher's feed
The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who…
offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
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Dateline NBC
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