Retire With Peace
By Dave Zaegel, CPA, CFP
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Episodes: 224
Description
The Retire With Peace podcast brings you actionable information for your retirement planning. Topics include financial planning, taxes, investments, social security, Medicare, personal health & wellness, and much more.
Join Dave Zaegel, CPA, CFP as he covers various financial and lifestyle topics to help you Retire With Peace.
| Episode | Date |
|---|---|
|
Ep 223: Tour Guide for Retirement
|
Oct 27, 2026 |
|
Ep 222: Life Insurance for Estate Planning
|
Oct 20, 2026 |
|
Ep 221: Start Retirement Planning Earlier
|
Oct 13, 2026 |
|
Ep 220: IRS has an App!
|
Oct 06, 2026 |
|
Ep 219: Don't Overpay Medicare - IRMAA
|
Sep 29, 2026 |
|
Ep 218: Organization as You Age
|
Sep 22, 2026 |
|
Ep 217: Power of Attorney in Estate Planning
|
Sep 15, 2026 |
|
Ep 216: Why Financial Planners Matter
|
Sep 08, 2026 |
|
Ep 215: Noah Built an Ark
|
Sep 01, 2026 |
|
Ep 214: Use Options for Income
|
Aug 25, 2026 |
|
Ep 213: Protect Against Tax Fraud
|
Aug 18, 2026 |
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Ep 212: Scenario Planning
|
Aug 11, 2026 |
|
Ep 211: Moving Annuities in an IRA
|
Aug 04, 2026 |
|
Ep 210: Depreciation Recapture
|
Jul 29, 2026 |
|
Ep 209: This Is the Way
|
Jul 21, 2026 |
|
Ep 208: Confidence & Humility
|
Jul 14, 2026 |
|
Ep 207: AI You Can Use in Retirement
|
Jul 07, 2026 |
|
Ep 206: Social Security Scare
|
Jun 30, 2026 |
|
Ep 205: Perhaps Start Earlier
|
Jun 23, 2026 |
|
Ep 204: Position Size Matters
|
Jun 16, 2026 |
|
Ep 203: Why So Worried About the Bubble?
|
Jun 09, 2026 |
|
Ep 202: The 4.7% Rule?
|
Jun 02, 2026 |
|
Ep 201: Interest Rates Matter
|
May 26, 2026 |
|
Ep 200: Five Retirement Mistakes
|
May 19, 2026 |
|
Ep 199: AI is Here
|
May 12, 2026 |
|
Ep 198: Don't Fight the Trend
|
May 05, 2026 |
|
Ep 197: 60/40 versus 70/30
|
Apr 28, 2026 |
|
Ep 196: One-off Withdrawals
|
Apr 21, 2026 |
|
Ep 195: Replay of 116 - Must Sleep
|
Apr 14, 2026 |
|
Ep 194: Replay of 115 - Are Supplements Worth It?
|
Apr 07, 2026 |
|
Ep 193: Replay of 114 - Walking is Underrated
|
Mar 31, 2026 |
|
Ep 192: Replay of 111 - Resistance Training
|
Mar 24, 2026 |
|
Ep 191: Replay of 110 - Lifestyle Fitness with Lucas Rockwood
|
Mar 17, 2026 |
|
Ep 190: Replay of 109 - Drink Your Water
|
Mar 10, 2026 |
|
Ep 189: Replay of 108 - Eat Your Protein
|
Mar 03, 2026 |
|
Ep 188: It's Not So Easy
|
Feb 24, 2026 |
|
Ep 187: Opening Trump Accounts When Filing a Tax Return
|
Feb 17, 2026 |
|
Ep 186: Risk is Fine with Proper Safety
|
Feb 10, 2026 |
|
Ep 185: IRA Withdrawal Order with RMDs
|
Feb 03, 2026 |
|
Ep 184: Never Stop Learning, Even in Retirement
|
Jan 27, 2026 |
|
Ep 183: Why the Federal Reserve and Interest Rates Matter
|
Jan 20, 2026 |
|
Ep 182: Something Crazy Will Happen in 2026
|
Jan 13, 2026 |
|
Ep 181: Accounting at 1% of Business Revenue is a Good Deal
|
Jan 06, 2026 |
|
Ep 180: Tax Planning is an Investment
|
Dec 30, 2025 |
|
Ep 179: Tax Harvesting - Automation vs. Planning
|
Dec 23, 2025 |
|
Ep 178: Roth IRAs Provide Power and Flexibility
|
Dec 16, 2025 |
|
Ep 177: Roth Conversion Math (& Extra Benefits)
|
Dec 09, 2025 |
|
Ep 176: Guardrails Monte Carlo
|
Dec 02, 2025 |
|
Ep 175: Don't Bow Down to Software
|
Nov 25, 2025 |
|
Ep 174: Stock Market Drop Coming
|
Nov 18, 2025 |
|
Ep 173: Tax Relief on Tips & Overtime
|
Nov 11, 2025 |
|
Ep 172: Shiny Objects
|
Nov 04, 2025 |
|
Ep 171: When Investing, You Will Be Wrong
|
Oct 28, 2025 |
|
Ep 170: Hire a Financial Planner Before You Need To
|
Oct 21, 2025 |
|
Ep 169: Online Fraud Is Evolving — Are You Ready?
|
Oct 14, 2025 |
|
Ep 168: Online Scams
|
Oct 07, 2025 |
|
Ep 167: Using Donor Advised Funds
|
Sep 30, 2025 |
|
Ep 166: Charitable Tax Credits - Missouri
|
Sep 23, 2025 |
|
Ep 165: Social Security Advanced Planning
|
Sep 16, 2025 |
|
Ep 164: Social Security Strategies for Couples
|
Sep 09, 2025 |
|
Ep 163: Social Security Benefit Calculations
|
Sep 02, 2025 |
|
Ep 162: The Basics of Social Security
|
Aug 26, 2025 |
|
Ep 161: Downsize Sooner Rather Than Later
|
Aug 19, 2025 |
|
Ep 160: Affordable Care Act Subsidy Changing
|
Aug 12, 2025 |
|
Ep 159: DIY Tax Planning Will Be More Difficult
|
Aug 05, 2025 |
|
Ep 158: How Individual Bond Returns Work
|
Jul 29, 2025 |
|
Ep 157: Social Security is Still Taxed
|
Jul 22, 2025 |
|
Ep 156: IRA Review: Traditional vs. Roth
|
Jul 15, 2025 |
|
Ep 155: Big Beautiful Bill: Key Planning Items
|
Jul 10, 2025 |
|
Ep 154: Good Retirement Plans Don't Fail (Unless You Do)
|
Jul 01, 2025 |
|
Ep 153: Turbulence in Investing
|
Jun 24, 2025 |
|
Ep 152: What Do Higher Interest Rates Mean?
|
Jun 17, 2025 |
|
Ep 151: Government Validation of Planning Strategy
|
Jun 10, 2025 |
|
Ep 150: Don't Wait for the Housing Drop
|
Jun 03, 2025 |
|
Ep 149: Working with the Government
|
May 27, 2025 |
|
Ep 148: Phased-In Retirement
|
May 20, 2025 |
|
Ep 147: Municipal Bonds
|
May 13, 2025 |
|
Ep 146: Retirement Planning with AI
|
May 06, 2025 |
|
Ep 145: Large Funds Play a Different Game
|
Apr 29, 2025 |
|
Ep 144: Why do a Roth IRA Conversion Now?
|
Apr 22, 2025 |
|
Ep 143: Gold Rush
|
Apr 15, 2025 |
|
Ep 142: Tug of War
|
Apr 14, 2025 |
|
Ep 141: IRA Beneficiary Selection
|
Apr 01, 2025 |
|
Ep 140: Inherited Roth IRA Benefits
|
Mar 25, 2025 |
|
Ep 139: Inherited IRAs - Required Distributions or Not?
|
Mar 18, 2025 |
|
Ep 138: Inherited IRAs - 3 Types of Beneficiaries
|
Mar 11, 2025 |
|
Ep 137: US News Article Review - Still Plan for 95?
|
Mar 04, 2025 |
|
Ep 136: Nerdwallet Article Review - 5 Steps to Retirement Planning
|
Feb 25, 2025 |
|
Ep 135: Forbes Article Review - 6 Essential Items
|
Feb 18, 2025 |
|
Ep 134: Deepseek and Tariffs
|
Feb 11, 2025 |
|
Ep 133: Can I Buy the Boat?
|
Feb 04, 2025 |
|
Ep 132: What Tax Cuts Are Set to Expire?
|
Jan 28, 2025 |
|
Ep 131: Consistency Is Key
|
Jan 21, 2025 |
|
Ep 130: Rule of 72
|
Jan 14, 2025 |
|
Ep 129: Tax Benefits Come from Planning
|
Jan 07, 2025 |
|
Ep 128: Take Action in 2025
|
Dec 31, 2024 |
|
Ep 127: To Crypto or Not?
|
Dec 24, 2024 |
|
Ep 126: Health Savings Accounts
|
Dec 17, 2024 |
|
Ep 125: Is My Inheritance Taxed?
|
Dec 10, 2024 |
|
Ep 124: Stay Healthy This Winter
|
Dec 03, 2024 |
|
Ep 123: Tax Cuts Don't Mean Lower Tax Receipts
|
Nov 26, 2024 |
|
Ep 122: What Are Bonds & Structured Notes?
|
Nov 19, 2024 |
|
Ep 121: Donating Stock for Charitable Contributions
|
Nov 12, 2024 |
|
Ep 120: Don't Beat the S&P 500 in Retirement
|
Nov 05, 2024 |
|
Ep 119: Good vs. Optimal Timing in the Stock Market
|
Oct 29, 2024 |
|
Ep 118: Recession Is Coming
|
Oct 22, 2024 |
|
Ep 117: Elections & Investments
|
Oct 15, 2024 |
|
Ep 116: Must Sleep
|
Oct 08, 2024 |
|
Ep 115: Are Supplements Worth It?
|
Oct 01, 2024 |
|
Ep 114: Walking Is Underrated
|
Sep 24, 2024 |
|
EP 113 - Replay of Episode 31 with Dr. Julie Smith
|
Sep 17, 2024 |
|
Ep 112: Replay of Episode 32 with Chelsea Theodoropoulos
|
Sep 09, 2024 |
|
Ep 111: Resistance Training to Retire with Peace
|
Sep 04, 2024 |
|
Ep 110: Lifestyle Fitness with Lucas Rockwood
|
Aug 27, 2024 |
|
Ep 109: Drink Your Water
|
Aug 20, 2024 |
|
Ep 108: Eat Your Protein
|
Aug 13, 2024 |
|
Ep 107: Advisor Transitions
|
Aug 06, 2024 |
|
Ep 106: Enjoy a (stock) Discount
|
Jul 30, 2024 |
|
Ep 105: Supply & Demand of Stocks
|
Jul 23, 2024 |
|
Ep 104: Know What the Business Does
|
Jul 16, 2024 |
|
Ep 103: Cash Flow Statements Matter
|
Jul 09, 2024 |
|
Ep 102: Balance Sheets Matter
|
Jul 02, 2024 |
|
Ep 101: Management Matters
|
Jun 25, 2024 |
|
Ep 100: Highlights of Interviews from Previous 99 Episodes
|
Jun 18, 2024 |
|
Ep 99: Principles, Not Perfection
|
Jun 11, 2024 |
|
Ep 98: Yes, But ...
|
Jun 04, 2024 |
|
Ep 97: Fight Fewer Battles
|
May 28, 2024 |
|
Ep 96: Get Outside
|
May 21, 2024 |
|
Ep 95: Winners Win
|
May 14, 2024 |
|
Ep 94: The Most Valuable Parts of Retirement Planning
|
May 07, 2024 |
|
Ep 93: It's Not Always About the Calculation
|
Apr 30, 2024 |
|
Ep 92: Stock Market Drops - Big & Small
|
Apr 23, 2024 |
|
Ep 91: Monte Carlo at 100 Percent
|
Apr 16, 2024 |
|
Ep 90: Advisors Do Different Things
|
Apr 09, 2024 |
|
Ep 89: Keep the Mortgage
|
Apr 02, 2024 |
|
Ep 88: No Need to Play the Lottery
|
Mar 26, 2024 |
|
Ep 87: Importance of Proper Insurance Coverage with Tyler Arnold
|
Mar 19, 2024 |
|
Ep 86: IRA Types and Conversions
|
Mar 12, 2024 |
|
Ep 85: Life Insurance for Estate Planning
|
Mar 05, 2024 |
|
Ep 84: Life Insurance Planning for Retirement
|
Feb 27, 2024 |
|
Ep 83: Life Insurance Planning - Types of Plans
|
Feb 20, 2024 |
|
Ep 82: Risk Tolerance Questionnaires are (Mostly) Garbage
|
Feb 13, 2024 |
|
Ep 81: Don't Get Hurt (Too Badly)
|
Feb 06, 2024 |
|
Ep 80: The 4% Rule - Suze Orman Article Review
|
Jan 30, 2024 |
|
Ep 79: Best Way to Handle QCDs
|
Jan 23, 2024 |
|
Ep 78: Do Hard Things In Retirement
|
Jan 16, 2024 |
|
Ep 77: Take Action for 2024
|
Jan 09, 2024 |
|
Ep 76: The World Is Not Ending
|
Jan 02, 2024 |
|
Ep 75: Long Term Care Planning with Lily Vittayarukskul
|
Dec 26, 2023 |
|
Ep 74: It's Not All Your Money
|
Dec 19, 2023 |
|
Ep 73: Room at the Inn & Tax Credits with Bill Oesterle & Laurie Phillips
|
Dec 12, 2023 |
|
Ep 72: Fraud Prevention with Kathy Stokes of AARP
|
Dec 05, 2023 |
|
Ep 71: Setting Goals in Retirement
|
Nov 28, 2023 |
|
Ep 70: Growth Mindset in Retirement
|
Nov 21, 2023 |
|
Ep 69: Should I Invest Like Warren Buffett?
|
Nov 14, 2023 |
|
Ep 68: Legacy IRA
|
Nov 07, 2023 |
|
Ep 67: Pass Through Entity Tax Payments
|
Oct 31, 2023 |
|
Ep 66: Cash out the IRA
|
Oct 24, 2023 |
|
Ep 65: Investing is not for Entertainment
|
Oct 17, 2023 |
|
Ep 64: Inflation Stinks
|
Oct 10, 2023 |
|
Ep 63: No Evolutionary Programming for Retirement
|
Oct 03, 2023 |
|
Ep 62: Online and Self Planning Tools
|
Sep 26, 2023 |
|
Ep 61: Consolidating Retirement Accounts
|
Sep 19, 2023 |
|
Ep 60: Estate Planning - Setting Up an Irrevocable Trust
|
Sep 12, 2023 |
|
Ep 59: Estate Planning - Inheriting Trust Assets
|
Sep 05, 2023 |
|
Ep 58: Estate Planning - Trust Basics
|
Aug 29, 2023 |
|
Ep 57: Estate Planning - Will Basics
|
Aug 22, 2023 |
|
Ep 56: Legacy Interviews with Vance Crowe
|
Aug 15, 2023 |
|
Ep 55: May the Odds Be Ever in Your Favor
|
Aug 08, 2023 |
|
Ep 54: Inherited IRA RMD Update for 2023
|
Aug 01, 2023 |
|
Ep 53: So You Received an Inheritance
|
Jul 25, 2023 |
|
Ep 52: Are You a Tax Collector?
|
Jul 18, 2023 |
|
Ep 51: 2023 Worries
|
Jul 11, 2023 |
|
Ep 50: The Pursuit of Happiness
|
Jul 04, 2023 |
|
Ep 49: Why Work with a Financial Planner
|
Jun 27, 2023 |
|
Ep 48: Questions to Ask a New Advisor
|
Jun 20, 2023 |
|
Ep 47: Retirees Falling Short of Income Goal
|
Jun 13, 2023 |
|
Ep 46: Life Transitions
|
Jun 06, 2023 |
|
Ep 45: Keeping Your Accounting Clean for Business Transitions - with Dennis Fry
|
May 30, 2023 |
|
Ep 44: Retirement Dos and Don'ts for 2023 - Article by Suzie Orman
|
May 23, 2023 |
|
Ep 43: I Bought a House in 2009
|
May 16, 2023 |
|
Ep 42: Retirement Longevity
|
May 09, 2023 |
|
Ep 41: Contributing to Traditional vs Roth Accounts
|
May 02, 2023 |
|
Ep 40: Retirement Income Guardrails - with Matthew Jarvis
|
Apr 25, 2023 |
|
EP 39: Tax Impact of Spouse Dying
|
Apr 18, 2023 |
|
Ep 38: What Amount Do I Need To Retire
|
Apr 11, 2023 |
|
Ep 37: Roth IRA 5-Year Rule
|
Apr 04, 2023 |
|
Ep 36: Have Fun in Retirement
|
Mar 28, 2023 |
|
Ep 35: Risk Tolerance and Risk Capacity
|
Mar 21, 2023 |
|
Ep 34: Focus on the Big Picture
|
Mar 14, 2023 |
|
Ep 33: Qualified Longevity Annuity Contracts
|
Mar 07, 2023 |
|
Ep 32: Getting and Staying Healthy - with Chelsea Theodoropoulos
|
Feb 28, 2023 |
|
Ep 31: Getting and Staying Healthy - with Dr Julie Smith
|
Feb 21, 2023 |
|
Ep 30: SECURE ACTs - Catch-up Contributions, QCDs and QLACs
|
Feb 14, 2023 |
|
Ep 29: SECURE ACT(s) - Changing RMD Ages
|
Feb 07, 2023 |
|
Ep 28: SECURE ACT - Death of the Stretch IRA
|
Jan 31, 2023 |
|
Ep 27: Dividend ETF Examples
|
Jan 24, 2023 |
|
Ep 26: Accelerating Taxable Income
|
Jan 17, 2023 |
|
Ep 25: Ignoring Short-Term Fluctuations - An Intro to Guardrails
|
Jan 10, 2023 |
|
EP 24: Don't Fear Recession
|
Jan 03, 2023 |
|
Ep 23: Don't Forecast the Stock Market
|
Dec 27, 2022 |
|
EP 22: Harvesting Losses and Wash Sale Rules
|
Dec 20, 2022 |
|
Ep 21: Rolling over after-tax 401(k) contributions to a Roth IRAs
|
Dec 13, 2022 |
|
Ep 20: Charitable Giving with Cindy Blake
|
Dec 06, 2022 |
|
Ep 19: Tax Impact of Buffer ETFs and Structured Investments
|
Nov 29, 2022 |
|
Ep 18: Structured Investments
|
Nov 22, 2022 |
|
Ep 17: Buffer ETFs
|
Nov 14, 2022 |
|
EP 16: Retirement Buckets
|
Nov 08, 2022 |
|
Ep 15: Back-door Roth IRA - Part 2
|
Nov 01, 2022 |
|
Ep 14: Qualified Charitable Distributions
|
Oct 25, 2022 |
|
Ep 13: Giving Assets to Charity
|
Oct 18, 2022 |
|
Ep 12: Required Minimum Distributions (from your IRA)
|
Oct 11, 2022 |
|
Ep 11: Common Types of Investment Funds
|
Oct 04, 2022 |
|
Ep 10: Bonds - A Deeper Dive
|
Sep 27, 2022 |
|
Ep 9: Stocks vs Bonds
|
Sep 20, 2022 |
|
Ep 8: Business Retirement Accounts - 401(k)
|
Sep 15, 2022 |
|
EP 7: Business Retirement Accounts - SIMPLE IRA
|
Sep 13, 2022 |
|
Ep 6: Business Retirement Accounts - Solo 401(k)
|
Sep 08, 2022 |
|
Ep 5: Business Retirement Accounts - SEP IRA
|
Sep 06, 2022 |
|
Ep 4: Roth IRA Conversions
|
Sep 01, 2022 |
|
Ep 3: Back-Door Roth IRA
|
Aug 29, 2022 |
|
Ep 2: Roth IRA Basics
|
Aug 25, 2022 |
|
Ep 1: Traditional IRA Basics
|
Aug 22, 2022 |
|
Introduction - What is Retire With Peace?
|
Aug 18, 2022 |