Retired-ish

By Cameron Valadez

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Category: Investing

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Subscribers: 3
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Episodes: 101

Description

Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning firm for retirees, Planable Wealth. In each episode, Cameron shares actionable ideas and strategies to help you Simplify Investing, Reduce Taxes, & Grow Your Net Worth, so you can retire on your terms! Cameron will answer some of the top concerns of retirees including: How can I potentially pay less in taxes to the IRS? How can I better preserve my retirement nest egg and draw a sufficient income? How can I simplify my investments? How can I keep more wealth in the family? Cameron also takes a deep dive into more complex issues retirees face regarding retirement income, estate planning, Medicare, Social Security and more! Retirement doesn't have to be a means to an end. To be Retired-ish means to have the CONFIDENCE and FREEDOM to spend your time on what matters most, and retire on your terms! Cameron believes this can be achieved through well-designed financial planning that adapts to life's unknowns. Find more information about Cameron or ask a question you would like answered on the podcast by visiting retiredishpodcast.com Want even more detailed retirement planning insights? Join our monthly Retired·ish Newsletter!

Episode Date
Divorce in California Part 2: How Are Pension Benefits Calculated and Divided?
Sep 07, 2026
Divorce in California Part 1: Understanding Pension Benefits
Aug 24, 2026
How to Mitigate Taxes & Diversify a Large Stock Position: Part 2
Aug 10, 2026
How to Mitigate Taxes & Diversify a Large Stock Position: Part 1
Jul 27, 2026
IRA and 401(k) Planning Opportunities During Volatile Markets
Jun 29, 2026
The Real Cost of Divorce After 50 (And How to Not Pay It)
Jun 15, 2026
Prices Keep Rising - Make Sure Your Money Rises With Them
Jun 01, 2026
Encore - Retirement Income & Thoughts on Dividend Investing
May 04, 2026
How to Fight Back Against Your Medicare IRMAA Surcharge
Apr 20, 2026
How Are Restricted Stock Units (RSUs) Treated in a Divorce?
Apr 06, 2026
Invest All at Once Or Gradually Over Time?
Mar 23, 2026
What To Do With The House?: A Tax Planning Case Study for Families Looking to Fund Long-Term Care
Mar 09, 2026
Encore: Betting the Farm
Feb 23, 2026
Tax Season Blunders to Learn From and Avoid
Feb 09, 2026
Strategies To Reduce Estate Taxes for High-Net-Worth Individuals
Jan 26, 2026
Frequently Asked Tax Questions During Divorce
Jan 12, 2026
I Want to Retire But I Have a 401(k) Loan & Are 401(k) Loans Double Taxed?
Dec 15, 2025
Tax Savings Opportunities For Retirees 65+ (Including Your Elderly Parents)
Nov 17, 2025
Navigating Financial Decisions Entering Widowhood
Nov 03, 2025
Annual Open Enrollment & Medicare Options in Retirement
Oct 20, 2025
Your Retirement Income Plan Can Make or Break You
Oct 06, 2025
Asset Protection Planning With Credit Freezes + Real Estate & Trusts
Sep 22, 2025
Should I Do Roth or Pre-Tax Retirement Contributions?
Sep 08, 2025
Investing in the Stock Market – Simplified
Aug 25, 2025
Naming a Revocable Trust as Your IRA Beneficiary: Smart Strategy or Tax Mistake?
Aug 11, 2025
Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
Jul 28, 2025
Professional Financial Advice or AI?
Jul 14, 2025
Q&A Hot Topic: Cash Value in Permanent Life Insurance
Jun 30, 2025
Are TIPS Worth Adding To Your Retirement Portfolio?
Jun 16, 2025
The "One Big Beautiful Bill": What The New Proposed Tax Law Changes Mean For You
Jun 02, 2025
Matching Retirement Income Sources to Goals & Thoughts on Dividend Investing
May 19, 2025
5 Estate Planning Failures to Learn From
May 05, 2025
Can I Deduct Premiums Paid for Long-Term Care Insurance?
Apr 21, 2025
Talking Tariffs & The Impact on Your Portfolio + Listener Question: Social Security
Apr 07, 2025
Encore Episode: The Greatest Threat to Your Retirement Savings
Mar 24, 2025
Stock Market Bubbles
Mar 10, 2025
How To Decide Whether or Not To Do a Roth Conversion
Feb 24, 2025
The Danger of Picking Stocks
Feb 10, 2025
The Realities of Retirement
Jan 27, 2025
Social Security Reductions Eliminated for Some Federal and Public Workers!
Jan 13, 2025
6-Figure Income in Retirement & No Taxes!
Dec 30, 2024
Reconsider Growing Your Pre-Tax 401(k) or IRA
Dec 16, 2024
Key Changes in 2025 for Taxes, Retirement Savings, and Medicare
Dec 02, 2024
6 Year-End Tax Strategies for Your Investment Portfolio
Nov 18, 2024
Investors Are Missing Out on Nearly 16% of Investment Returns
Nov 04, 2024
Harris and Trump Tax Proposals and What They Mean for You
Oct 21, 2024
Should I Gift My Kids Money While I am Alive? Or Let Them Inherit It?
Oct 07, 2024
Should I Manage My Own Retirement Account After Retiring?
Sep 23, 2024
Should I Put My Rental Property in an LLC?
Sep 09, 2024
How to Reduce The Risk in Owning Too Much of One Stock & Save Taxes
Aug 26, 2024
Wills vs. Trusts vs. Title
Aug 12, 2024
Retirement Withdrawal Strategies + Excess Roth IRA Contribution Q&A
Jul 29, 2024
Does Using Life Insurance to Build Wealth Make Sense?
Jul 15, 2024
How to Analyze a Real Estate Deal
Jul 01, 2024
What to Expect When Investing During an Election Year
Jun 17, 2024
The Benefits and Rules of the Health Savings Account (HSA)
Jun 03, 2024
How to Adjust Your Tax Withholding
May 20, 2024
Funding Your Lifestyle in Retirement
May 06, 2024
The Benefits of Reviewing Your Tax Return
Apr 22, 2024
How Inflation Impacts Your Investments and Social Security WEP/GPO Q&A!
Apr 08, 2024
What You Need to Know About IRA and Roth IRA Contributions
Mar 25, 2024
Should I Get A Medicare Supplement or Advantage Plan?
Mar 11, 2024
Passing Large Retirement Accounts to Beneficiaries
Feb 26, 2024
Creating a Financial Affidavit for Divorce Negotiations
Feb 12, 2024
What to Know About Taxes When Deciding What State to Retire In
Jan 29, 2024
Financial Considerations for "Snowbirding" in Retirement
Jan 15, 2024
Minimizing Your Lifetime Tax Bill Early in Retirement
Dec 18, 2023
How to Protect Your Aging Parent Financially
Dec 04, 2023
Unique Challenges Women Often Face in Retirement
Nov 20, 2023
With Everything Going on in The World Right Now, Why Would I Invest?!
Nov 06, 2023
Health Insurance Options When Retiring Before You're Eligible for Medicare
Oct 23, 2023
Financial Strategies to Consider When Inheriting Money
Oct 09, 2023
Costly Mistakes To Avoid When Inheriting Money
Sep 25, 2023
Social Security Benefits Available to Widow(er)s
Sep 11, 2023
The Bucket Strategy
Aug 28, 2023
What is Financial Planning?
Aug 14, 2023
Business Owner Edition: How to Unlock the True Benefits of an S-Corporation, with Mike Jesowshek, CPA
Jul 31, 2023
Are Your Investments Truly Diversified?
Jul 17, 2023
Social Security Benefits After Divorce
Jul 03, 2023
The Claims Process for Long-Term Care Insurance, with Eileen Dunn: Long-Term Care Series, Part #4
Jun 19, 2023
Long Term Care Series, Part #3: How to Determine How Much Long-Term Care Insurance You Need, with Eileen Dunn
Jun 05, 2023
Long Term Care Series, Part #2: Understanding Long-Term Care Insurance & Partnership Programs, with Eileen Dunn
May 22, 2023
What is Long-Term Care & How Does It Work? With Eileen Dunn: Long Term Care Series, Part #1
May 08, 2023
Does Rental Property Make Sense in My Retirement Plan? With John Stanfield
Apr 24, 2023
Are Annuities a Good Idea for Retirees?
Apr 10, 2023
Your Retirement Income Plan Can Make or Break You
Mar 27, 2023
Shadow Taxes
Mar 13, 2023
What to Do When an Elderly Parent or Spouse Dies
Feb 27, 2023
How to Invest in Bonds in Retirement
Feb 13, 2023
Estate Planning in Retirement
Jan 30, 2023
What is a Roth Conversion and Why Should I Consider It?
Jan 16, 2023
Medicare Options in Retirement
Jan 02, 2023
The Greatest Threat to Your Life Savings
Dec 19, 2022
How To Build A Retirement Investment Portfolio
Dec 05, 2022
What To Do When Markets Are "Bad"
Nov 21, 2022
Preparing for Retirement Pt. 2
Nov 07, 2022
Preparing for Retirement Pt. 1
Oct 24, 2022
Social Security Lump Sum & The Start-Stop-Start Strategy
Oct 10, 2022
How to Use Tax Gain & Loss Harvesting
Sep 26, 2022
5 Tax & Estate Planning Tips for Retirement Accounts
Sep 13, 2022
Welcome to Retired-ish
Aug 05, 2022