🧪 The VIP Retirement Income Lab
By Patrick Huey
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Category: Investing
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Episodes: 144
Description
The VIP Retirement Income Lab, with Patrick Huey, CFP®, helps turn portfolios into paychecks. If you’re within five years of retirement – or five years into it – you’ve probably realized that saving was the easy part.
In The Retirement Income Lab, we “test” real-world retirement decisions so you don’t have to test them on your own portfolio.
Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors.
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| Episode | Date |
|---|---|
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😱 Why Your Financial Advisor Sucks (Or the System Does)
|
Jun 17, 2026 |
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📉 How Much Risk Do You Really Need in Retirement?
|
Jun 05, 2026 |
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How Much of Your IRA Really Belongs to the IRS?
|
May 29, 2026 |
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Can you really retire at 62 with $1.5 million… and stay retired?
|
May 21, 2026 |
|
🧪 The VIP Retirement Income Lab |
|
May 19, 2026 |
|
💸 Hype, Hope & Hydrogen? How Not to Build Your Portfolio
|
May 07, 2026 |
|
Michael Jackson, Chernobyl & Your Money: What Biopics and Meltdowns Teach About Investing
|
Apr 30, 2026 |
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Shaky Images & Shaky Markets: Hubble, and How to Protect Your Investments
|
Apr 23, 2026 |
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💰Three Things To Know About Your Savings, Taxes and Income in 2026
|
Apr 18, 2026 |
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🧢Traditions and Turning Points: Playing the Long Game With Your Money
|
Apr 15, 2026 |
|
🚀Slow Burns, War Votes and What Really Gets You to Your Financial Destination
|
Apr 08, 2026 |
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⚾️ Near Misses and Slow Curves: An Investing Game Plan To Survive the Unexpected
|
Apr 02, 2026 |
|
🌎 A Historical Perspective on Global Conflict
|
Mar 26, 2026 |
|
🥋 Roundhouse Kicks: How Not to Get Whacked by Your Own Portfolio |
|
Mar 26, 2026 |
|
🖼️ Madness, Masterpieces & Money: What Busted Brackets and Boston Art Heists Teach Investor
|
Mar 18, 2026 |
|
⏰ Spring Forward Barbie: Resetting Your Financial Clock & Reimagining the Future |
|
Mar 11, 2026 |
|
🍔Whoppers, Iron Curtains, and Your Money
|
Mar 03, 2026 |
|
🛫Short-Term Turbulence v. Long-Term Stewardship
|
Feb 25, 2026 |
|
🏅Oversharing, Olympic Drama, and the Long Game
|
Feb 20, 2026 |
|
🇯🇵Tokyo Drift– Sharp Edges & Punch Proof Plans for Your Retirement
|
Feb 11, 2026 |
|
❄️ Snow Days & Slow Data: How to Keep Your Money Warm When Headlines Freeze Over
|
Jan 28, 2026 |
|
⛏ No Bars or Gold Bars - How Not To Plan For Retirement
|
Jan 21, 2026 |
|
⚠️The New Food Pyramid & Your Investments | Wikipedia: When “Good Enough” Changed Everything
|
Jan 13, 2026 |
|
👸As You Wish – The Princess Bride, Rob Reiner, and an Economy You Can Read Any Way You Like
|
Dec 29, 2025 |
|
🍦 Plain Vanilla Prosperity: Retirement Lessons from Harry Truman
|
Dec 29, 2025 |
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🫖 Dump Bad Deals, Keep More Money: Investing Lessons from the Boston Tea Party |
|
Dec 29, 2025 |
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🕹️ The Pong Principle: Investing Lessons from a Coin-Op Classic
|
Dec 12, 2025 |
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🚀 Learning from Launches: Investing with Pioneer 3 & the Early Space Race
|
Dec 03, 2025 |
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Surviving the Unknown: Investing Lessons from Lewis & Clark
|
Nov 26, 2025 |
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🇺🇸 Investing Inspiration For A Retiree's Next Four Score and Seven Years
|
Nov 19, 2025 |
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🧠French Philosophy for the Modern Investor
|
Nov 11, 2025 |
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🩻 Insider Information: What Investors Can Learn from an X-Ray |
|
Nov 05, 2025 |
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⚾️ Expanding the Game: What Baseball’s Big Bet Teaches Investors
|
Oct 29, 2025 |
|
🛍️What Investors Learn From Going Shopping |
|
Oct 20, 2025 |
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📖 The Dictionary Definition of Solid Investing Strategies
|
Oct 13, 2025 |
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🖖 Boldly Going Forward
|
Sep 12, 2025 |
|
💲What Price Should Investors Be Willing To Pay?
|
Sep 04, 2025 |
|
🚗 The Investor's Road to Innovation
|
Aug 28, 2025 |
|
☮️ Peace & Love In Your Portfolio
|
Aug 21, 2025 |
|
🏃🏼🏃🏼♀️Winning the Investment Marathon
|
Aug 14, 2025 |
|
When Investors Need To Dig Deep
|
Aug 12, 2025 |
|
🧹Sweeping Your Way to Better Investing
|
Jul 30, 2025 |
|
🍾Lessons Learned from Being Bottled Up in Berlin.
|
Jun 26, 2025 |
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🫡Lessons on Paying Your Bills ...Courtesy of the GI Bill
|
Jun 22, 2025 |
|
📜 Investing Lessons from the Magna Carta: Setting Boundaries
|
Jun 16, 2025 |
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🇫🇷Lessons from D-Day on Strategy, Preparation and Partnership
|
Jun 04, 2025 |
|
♟️Ep 9: Maneuverability for the Modern Investor
|
May 28, 2025 |
|
🚂"Train"-ing To Be A Better Investor
|
May 23, 2025 |
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🌋How Investors Can Avoid Blowing Their Top
|
May 16, 2025 |
|
🎖Staggering Losses and Sighs of Relief: Investing Lessons from V-E Day + 80
|
May 12, 2025 |
|
🪽 Ep 8: Investors Who Are Different w/ Mark Mustian | Author of Boy With Wings
|
May 05, 2025 |
|
🚁 Investing Lessons from War & Peace
|
May 02, 2025 |
|
🧑🔬 Lessons on the Science of Investing
|
Apr 25, 2025 |
|
🚀 Overcoming Problems On the Way to Accomplishing Our Mission
|
Apr 11, 2025 |
|
🇪🇺Investment Lesson During A Time of Crisis: "Marshall' Your Strength
|
Apr 03, 2025 |
|
💥 Public Fear and Emergency Measures for Investors
|
Mar 28, 2025 |
|
✈️ Ep 7: Investing Action Plans from WWII
|
Mar 20, 2025 |
|
📆 Investment Luck of the Irish
|
Mar 20, 2025 |
|
🏛️An Investor's Unexpected Warning Signs
|
Mar 13, 2025 |
|
🎇 How Investors Triumph Amidst Chaos
|
Mar 07, 2025 |
|
🌓 How Investors Can Avoid A Total Eclipse of the Brain
|
Feb 27, 2025 |
|
🏒Investors Don't Needs Miracles, Just A Plan
|
Feb 21, 2025 |
|
🏺A Treasured Lesson About Suitable Advice
|
Feb 13, 2025 |
|
🏈 Tune Up Your Investing Strategy By Tuning In To Fantasy Football
|
Feb 07, 2025 |
|
🍒 Investment Lessons That Don't Lie or Cherry Pick
|
Feb 06, 2025 |
|
🕺Don't Twist & Shout...About Your Investments
|
Jan 30, 2025 |
|
📺 These Investment Lessons Will Not Be Televised
|
Jan 24, 2025 |
|
💡What Tesla Really Teaches Investors
|
Jan 17, 2025 |
|
🔥 The Arc of History Bends Toward Better Investing
|
Jan 10, 2025 |
|
🇮🇱 October 7th And Expecting the Unexpected
|
Dec 23, 2024 |
|
👻 Investors Don't Need To Have the Dickens Scared Out of Them
|
Dec 18, 2024 |
|
🤥 Four Lessons From When Madoff Made Off
|
Dec 11, 2024 |
|
🤦 Diplomacy Sometimes Fails, But You Don't Have To: This Week in History
|
Dec 04, 2024 |
|
🇺🇸Fighting Back Against The Fog of War
|
Nov 22, 2024 |
|
🎸Making Sure Your Investments Rock
|
Nov 20, 2024 |
|
🛜How to Engineer Your Portfolio in a Web Based World
|
Nov 14, 2024 |
|
🦅 Clint Eastwood's Investment Planning Lesson for You: This Week in History
|
Nov 05, 2024 |
|
🔨 Five Ways to Nail Your Investment Planning : This Week in History
|
Oct 31, 2024 |
|
👨👩👧👧Your Family History Shapes Your Financial Mindset.
|
Oct 26, 2024 |
|
🥅 Reach Your Investment Goals Through Practice: This Week in History
|
Oct 23, 2024 |
|
💣Avoid Your Personal Investment Waterloo: This Week in History
|
Oct 16, 2024 |
|
🩳What Investors Would Learn From Wearing Lederhosen: This Week in History
|
Oct 08, 2024 |
|
🥊 How Investors Avoid Getting Knocked Out: This Week in History
|
Oct 03, 2024 |
|
🗣️What Televised Debates Do To Investors: This Week in History
|
Sep 25, 2024 |
|
🚦 Become A Better Historian (and Investor) While Sitting in Traffic
|
Sep 20, 2024 |
|
🧙🏼♂️ How Wizards Help You Win On Wall Street: This Week in History
|
Sep 17, 2024 |
|
📈📉How Government Data Impacts Your Investment and Retirement Plans: This Week in History
|
Sep 10, 2024 |
|
This Week in History: Going Boldly 🚀
|
Sep 03, 2024 |
|
This Week in History: 😇 Saintly Strategies
|
Aug 27, 2024 |
|
History Lessons Podcast: 🐺The Wolves and the Greyhounds
|
Aug 22, 2024 |
|
This Week in History: 🌟Golden Rules
|
Aug 20, 2024 |
|
This Week in History
|
Aug 12, 2024 |
|
This Week in History: Empirical 👑 Investing
|
Jul 11, 2024 |
|
🌞Summer Solstice, 🎸Beatles Tech & Stock Options.
|
Jun 28, 2024 |
|
♊️ Toasting Geminis, Humble Beginnings, and Restricted Stock
|
Jun 21, 2024 |
|
🚸Schools Out, Lessons in Empire & Investment Reviews
|
Jun 17, 2024 |
|
🍔 Flipping Burgers, Operation Overlord, and Healthcare in Retirement
|
Jun 06, 2024 |
|
Mixed Signals, 🎉 Celebrating Longevity and Taking Social Security
|
May 24, 2024 |
|
🧩Attention Fragmentation, Rival Teams and Old Retirement Accounts
|
May 16, 2024 |
|
Racing Odds, 🏇🏽 Yogi Wisdom and Alphabet Soup (QCDs, RMDs, IRAs)
|
May 09, 2024 |
|
🏒Power Plays, Exercise🐅Tiger & PCE for You And Me
|
Apr 26, 2024 |
|
🌓 Data Eclipses, Scottish Lessons & The Magic Number 🪄
|
Apr 19, 2024 |
|
☔️ April Showers, Political Unity, and Q1 Q&A❓
|
Apr 12, 2024 |
|
🏀March Madness, 🦁Lion Hearts and Election Years
|
Apr 02, 2024 |
|
☘️Irish Luck, 🌋Neapolitan Volatility the 2024 Retirement Landscape
|
Mar 22, 2024 |
|
🫤Confusing Journeys, Flopping Flashbacks & Reconsidering Roth Conversions
|
Mar 07, 2024 |
|
💔Love Hurts, Redefining 'Transitory' and About Annuities
|
Feb 26, 2024 |
|
Taking a Hike, 🎶Gershwin’s Glissando & Bunching Deductions
|
Feb 15, 2024 |
|
🦫Punxsutawney Phil, Spinal Tap🎸and Jobs Reports
|
Feb 08, 2024 |
|
History Lessons Podcast: 📊Primary Data, Historic(al) Stimulus & 🤑Prepping for Tax Season
|
Feb 01, 2024 |
|
☃️Winter Storms Warnings, The Business of Barnacles & Taxes in Retirement
|
Jan 26, 2024 |
|
🎸One in Concert, Ike's Optimism & Consumer Price Trivia 🏷️
|
Jan 18, 2024 |
|
🤮Data Hangover, Churchillian Destiny and My Broken Crystal Ball 🔮
|
Jan 12, 2024 |
|
🪩 Ball Drops, Viking Humility and Fantasy Football Flameouts 🔥
|
Jan 05, 2024 |
|
History Lessons Podcast: ✅Making a List, a Christmas🎄Truce and a Visit from Old Saint Nick
|
Dec 22, 2023 |
|
🍾Holiday Cheer, False Friends & Frozen Concentrated Orange Juice🍊
|
Dec 15, 2023 |
|
🎁Gift Wrap, Marble Towers & Shakespeare Abridged
|
Dec 07, 2023 |
|
🎂Birthday Wishes, Optimistic Anecdotes & A Hell of a Book😈
|
Nov 15, 2023 |
|
Cheerleaders the Coming of Comets☄️& My First and Worst. 😖
|
Nov 08, 2023 |
|
🎃 Trick-or-Treat, Heliocentric Humility🪐 and Sitcom Suggestions
|
Nov 01, 2023 |
|
Recession Research, Going Pop 🎤 and Quantifying Quarterbacking. 🏈
|
Oct 25, 2023 |
|
⚾️ Playing Ball 🏟️, Remaining Untouchable and Being the Boss
|
Oct 19, 2023 |
|
🎭Comedic Dramas, Risky Expeditions & Bearish Biases🧸
|
Oct 12, 2023 |
|
🔮 Your Financial Future Friday
|
Oct 06, 2023 |
|
🍻Toasting Fall, Conquering Gaul & Wordsmithing A Wizard 🧙🏼♀️
|
Oct 03, 2023 |
|
🔮Your Financial Future Friday
|
Sep 28, 2023 |
|
📿Tug-of-War🥚Green Eggs 'n Ham 🏉 Pigskin Preparations
|
Sep 19, 2023 |
|
🍔Flipping Burgers, Going Broadway & Acting Like a Prince
|
Sep 12, 2023 |
|
🔮Your Financial Future Friday
|
Sep 08, 2023 |
|
County Fairs🎢 Answers in the Form of Questions & Changes in Latitude.
|
Sep 05, 2023 |
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🔮Your Financial Future Friday
|
Sep 01, 2023 |
|
Lock🔓in Limbo and Roman Ruins
|
Aug 28, 2023 |
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Your Financial Future Friday
|
Aug 25, 2023 |
|
Mea Culpas & 🌙Moon Rockets🚀
|
Aug 21, 2023 |
|
Inflation Nation & Medici💰Money💰
|
Aug 14, 2023 |
|
Bond Rating Beefs🥩 & Murderous Ambitions
|
Aug 07, 2023 |
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💸Mark Twains Monetary Policy, Teddy Roosevelt's Critics & 🔔 More Cowbell
|
Jul 31, 2023 |
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Crossing One Off the List ✅ & Revolutionary Perfection
|
Jul 24, 2023 |
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Cautious Optimism and an Overconfident 😎Species
|
Jul 17, 2023 |
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Dual Personalities and Going to the🔪🤴🏼Guillotine
|
Jul 10, 2023 |
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Great Expectations & ⚓️ Stoic Warriors
|
Jul 03, 2023 |
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Dickensian Data and 0️⃣0️⃣7️⃣ Bond Sequels
|
Jun 26, 2023 |
|
Tight 💵 Money And a University Education
|
Jun 21, 2023 |
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Business Activity & Royal 👑 Self Neglect
|
Jun 21, 2023 |