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Your MRL with Drew Pelton
Your MRL with Drew Pelton episodes
- Nov 08, 2025 It’s Not Too Late: Smart Year-End Retirement MovesOn Your Money, Your Retirement, Your Life, host Drew Pelton reminds listeners that it’s never too late to plan wisely. Drew breaks down key year-end strategies like taking required minimum distributions, using charitable giving for tax benefits, considering Roth conversions carefully, and reviewing investments for smart tax harvesting. Get insights to protect your income, reduce taxes, and keep your retirement on track for the year ahead.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.52 min - Nov 01, 2025 The Importance of Being Prudent: Income, Integrity, and Investment WisdomIn this episode of 'Your Money, Your Retirement, Your Life,' Drew Pelton dives into what it truly means to be a prudent investor—especially in retirement. With over 40 years of experience, he explains why a tailored, income-first strategy matters more than ever, and why not all fiduciaries—or financial plans—are created equal. From avoiding cookie-cutter pitfalls to building a future-proof income stream, this episode is a call to thoughtful, purposeful planning.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.45 min - Oct 25, 2025 The Purpose of Your Money: Income, Growth, and Confidence in RetirementIn this episode of 'Your Money, Your Retirement, Your Life,' Drew Pelton discusses the importance of understanding the purpose of your money for a secure and enjoyable retirement. He emphasizes the need for proactive income generation, asset preservation, and strategic growth. Pelton advises against high-risk investment strategies, recommending instead a focus on high-yield income investments and a balanced, well-prepared retirement plan.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.48 min - Oct 11th, 2025 Navigating Retirement: Strategies for Financial SecurityIn this episode of 'Your Money, Your Retirement, Your Life,' host Drew Pelton from Dr. Pelton Investment Services addresses the biggest retirement investing fears and provides a comprehensive guide to overcoming them. Drew dives into the top issues retirees face: taxes, inflation, poor portfolio performance, and the fear of running out of money.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.46 min - Oct 4th, 2025 When You Don't Get ItThis week Your Money, Your Retirement, Your Life host Drew Pelton goes into great detail the need to ask questions and be 100% in sync with your financial advisor.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.45 min - Sep 27, 2025 Salesmanship and IncompetencyDrew Pelton, host of 'Your Money, Your Retirement, Your Life,' discusses the imprtance of utilizing a fiduciary for your retirement planning. Don't get sold on high commisioned products you don't need that won't get you where you need to go.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.50 min - Sep 20, 2025 Mastering Retirement: A True Fiduciary ApproachDrew Pelton, host of 'Your Money, Your Retirement, Your Life,' stresses the importance of a genuine fiduciary process for achieving the best retirement results. He warns against relying on 'one trick pony' advisors who sell limited investment products, particularly single-company annuities. Pelton emphasizes the necessity of diversified, income-focused investment strategies and encourages listeners to seek comprehensive, unbiased financial advice.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.50 min - Sep 13, 2025 Guarding Your Nest Egg: Minimizing Four Major RisksIn this episode of 'Your Money, Your Retirement, Your Life,' Drew Pelton discusses strategies to minimize four major risks that can negatively impact retirement investments: market declines, inflation, taxes, and low yields. Emphasis is placed on the importance of high income investments and personalized retirement planning to mitigate these risks and ensure financial stability.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.50 min - Sep 06, 2025 Are You in Your Own Way to Financial Success?In this episode of 'Your Money, Your Retirement, Your Life,' host Drew Pelton discusses the critical need for retirees to shift from an accumulation phase strategy to a distribution phase strategy in their investments. He emphasizes investing for high-yield income and cautions against being stuck in outdated financial strategies or complacency with current advisors. Drew and guest Lance McCartney discuss human tendencies like fear, procrastination, and the importance of taking proactive steps to ensure a comfortable and financially secure retirement.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.50 min - Aug 30, 2025 The Vital Estate: Planning for Your Family's FutureIn this episode of 'Your Money, Your Retirement, Your Life,' Drew Pelton discusses the significance of estate planning with guests Myrna Arroyo and Devin Jones from Progeny Law Firm. They address key documents needed for effective estate planning, including wills, trusts, powers of attorney, and living wills, and emphasize the importance of having these in place for smooth transitions during incapacity or after death.
The information in this podcast is for informational purposes only ,and should not be considered as a solicitation to buy or sell any security. Past performance does not guarantee future results. The information is not intended as tax or legal advice. Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc.53 min
About Your MRL with Drew Pelton
From the publisher's feed
Drew Pelton, host of “Your Money, Your Retirement, Your Life” is President & CEO of Drew Pelton Retirement Solutions. Drew has been helping clients build and preserve their wealth for over 45…
years. He is dedicated to informing the community through his weekly radio show and podcast. Designed to educate retirees, pre-retirees, individual investors and business owners about money management and retirement preparation, “Your Money, Your Retirement, Your Life” helps address your concerns — without the product pitches or sales incentives. Our show aims to empower you to make informed financial decisions tailored to your needs, promoting financial security and independence.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Drew Pelton Retirement Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Proverbi Capital Advisors, LLC, an Investment Advisor in the States of Louisiana and Florida. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Louisiana and Florida or where otherwise legally permitted.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Drew Pelton Retirement Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Proverbi Capital Advisors, LLC, an Investment Advisor in the States of Louisiana and Florida. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Louisiana and Florida or where otherwise legally permitted.