Red Zone Retirement Planning
By Adam Olson
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Category: Investing
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Episodes: 183
Description
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative.
| Episode | Date |
|---|---|
|
The Red Zone Retirement Planning Process Explained | Adam Olson CFP®
|
Mar 10, 2026 |
|
7 Spending Strategies NOBODY Uses in Retirement (Retire 3X Richer in After-Tax Income)
|
Feb 26, 2026 |
|
The $3M Retirement Tax Trap: RMDs, IRMAA, and the Hidden IRS Schedule
|
Feb 20, 2026 |
|
If You’re 55+ and Feel Financially Behind in 2026, Listen to This
|
Feb 12, 2026 |
|
9 Purchases That Destroy Your Retirement! (And What to Do Instead)
|
Feb 05, 2026 |
|
You Hit $2M… Now Here’s the Mistake That Can Ruin Your Retirement
|
Jan 29, 2026 |
|
WARNING: If You Retire at 60 and Do This, You’ll Regret It Forever
|
Jan 22, 2026 |
|
Shocking Numbers That Prove You Can Retire Sooner at 60+
|
Jan 15, 2026 |
|
How Business Owners Can Shelter $150K–$300K+ From Taxes Using a Cash Balance Plan
|
Jan 12, 2026 |
|
Why I Stopped Listening to “Convert Everything to Roth Now” Advice
|
Jan 08, 2026 |
|
The Retirement Income Sequence That Saves You Hundreds of Thousands
|
Jan 03, 2026 |
|
The 401(k) Crisis: Why Savers Still Fail—and How to Fix It
|
Dec 27, 2025 |
|
The Simple Fix at 60 That Turned Chaotic Retirement Savings into Predictable Lifetime Income
|
Dec 23, 2025 |
|
The Oversaving Trap: How Millionaires End Up Living Like They’re Broke
|
Dec 16, 2025 |
|
Can You Retire at 59 With $2.8 Million? The Truth No One Tells You.
|
Dec 08, 2025 |
|
Early Retirement at 58: The Truth About Readiness, Lifestyle, and Regret
|
Dec 04, 2025 |
|
Stop Letting the IRS Dictate Your Lifestyle: The Truth About RMD-Only Retirement Planning
|
Nov 27, 2025 |
|
Think $2 Million Is Enough? Here’s the Truth About Spending in Retirement
|
Nov 13, 2025 |
|
What $2 Million Really Buys You in Retirement (Most People Miss This)
|
Nov 13, 2025 |
|
Why Vanguard Says Most Over 55 Save Wrong — And How It’s Quietly Costing You Six Figures
|
Nov 06, 2025 |
|
The Unknown Tax Strategy That Saves Retirees $200,000 in Hidden Taxes
|
Nov 03, 2025 |
|
Past 55 and Still Saving? Why Retiring Sooner Could Be Smarter
|
Oct 29, 2025 |
|
Here’s Why the $6,000 Tax Break Could Change Everything for Retirees
|
Oct 16, 2025 |
|
Retirement Stats You Wouldn't Believe If I Didn't SHOW You
|
Oct 09, 2025 |
|
8 Things Rich Retirees Never Buy — And Poor Ones Always Do
|
Oct 03, 2025 |
|
Retire at 59.5 (Even If Everyone Tells You Not To)
|
Sep 30, 2025 |
|
Why Retiring at 65 Could be a MASSIVE Mistake
|
Sep 25, 2025 |
|
Do you really need $1M to retire?
|
Sep 18, 2025 |
|
The PERFECT Plan To Avoid Taxes In Retirement (Step by Step)
|
Sep 13, 2025 |
|
How to: Avoid Retirement Taxes So Well It Feels Like Cheating
|
Sep 09, 2025 |
|
Retire at 59.5 (Even If Everyone Tells You Not To)
|
Sep 08, 2025 |
|
I am 62 with $2.5M in Savings. Why Can't I Retire?
|
Aug 21, 2025 |
|
The Real Cost of Retiring at 60: Why Most Calculators Fail
|
Aug 14, 2025 |
|
How the Red Zone Retirement Plan Changes Everything
|
Aug 07, 2025 |
|
Tax Breakthroughs for 2025: A Dive into the One Big Beautiful Bill, with Special CPA GuestTad J. Pospisil, CPA
|
Jul 31, 2025 |
|
Can Your Retirement Survive on Dividends
|
Jul 31, 2025 |
|
Unveiling the True Cost of Retirement: Is $1 Million Really Enough?
|
Jul 24, 2025 |
|
Avoid These 8 Retirement Spending Traps
|
Jul 24, 2025 |
|
The 3 Different Retirements $500K Buys You
|
Jul 24, 2025 |
|
10 Unexpected Retirement Wealth Killers: Guarding Your Million-Dollar Dream
|
Jul 17, 2025 |
|
Saved $1M+ For Retirement? Why You Still Can't Spend It
|
Jul 17, 2025 |
|
Top 5 Critical Investing Mistakes and How to Avoid Them | Fidelity Data Insights
|
Jul 10, 2025 |
|
The Social Security Tax Trap: Are You Paying More Than You Should?
|
Jul 10, 2025 |
|
"I Wish Someone Had Told Me": Money Regrets Of 75+ Millionaires
|
Jul 03, 2025 |
|
Retirement After 60: The Secret Advantage
|
Jun 26, 2025 |
|
The 3 Retirement Withdrawal Mistakes That Could Cost You Thousands
|
Jun 26, 2025 |
|
WARNING - Don't Retire Until You See This Spending by Age Data
|
Jun 19, 2025 |
|
Spending Wisely: Building Buffers and Enjoying Life
|
Jun 12, 2025 |
|
The Oversaving Trap That's Killing Your Retirement
|
Jun 12, 2025 |
|
Transform Your Retirement: 10 Proven Strategies to Stop Overspending
|
Jun 11, 2025 |
|
I am 62 with $2,500,000. Why Can't I Retire?
|
Jun 05, 2025 |
|
Retirement Roadmap: Stop Working Confidently with $750k
|
Jun 03, 2025 |
|
5 Retirement Savings Lies That Stop You From Retiring in 2025
|
May 29, 2025 |
|
Why Following Generic Retirement Advice Could Cost You Everything
|
May 22, 2025 |
|
My Happiest Retired Clients All Made These 3 Changes Before 60
|
May 15, 2025 |
|
33% of Retirees Are Making THIS 401k Mistake! (Here's How To Stop It!)
|
May 08, 2025 |
|
X% Of Retirees Get These 3 Withdrawal Decisions Wrong
|
May 01, 2025 |
|
Retirement Spending Secrets: What High-Net-Worth Retirees Get Right
|
Apr 24, 2025 |
|
Research Shows This Is The New Number To Retire…But They’re Wrong
|
Apr 17, 2025 |
|
7 Genius Retirement Hacks to Maximize Your Wealth and Freedom
|
Apr 10, 2025 |
|
Minimizing Retirement’s Hidden Risk: Moves To Make Before The End of 2024 To Secure Your Future
|
Apr 03, 2025 |
|
Strategic Withdrawals: Where to Pull Funds From First in Retirement
|
Mar 27, 2025 |
|
45 With Nothing Saved. Here Are the FIRST 5 Things You Should Do
|
Mar 20, 2025 |
|
5 Uncomfortable Reasons You Should Retire As Soon As You Can
|
Mar 13, 2025 |
|
7 Strategies to Lower Your Taxes in Retirement
|
Mar 06, 2025 |
|
Less Than You Think? How much Do You Need To Retire in 2024
|
Feb 27, 2025 |
|
Maximizing Your 401(k) - Tips for a Strong Retirement
|
Feb 20, 2025 |
|
7 Smart Strategies to Retire Comfortably with Less Than $1 Million
|
Feb 13, 2025 |
|
Why Do You Need an Advisor: Finding Value in a Certified Financial Planner
|
Feb 06, 2025 |
|
Financial Independence - The Path to Early Retirement
|
Jan 30, 2025 |
|
From Windfall to Wealth: Smart Strategies for Managing a Large Cash Reserve's
|
Jan 23, 2025 |
|
We are 58 and 62 with 2.2M. Can We Retire?
|
Jan 16, 2025 |
|
Should You Downsize in Retirement? Pros, Cons, and Strategies
|
Jan 09, 2025 |
|
Building Legacy: Why Heritage Matters More Than Inheritance with Special Guest Scott Donnell
|
Jan 02, 2025 |
|
21 Things You Need To Know About Money: Chapter 21 - Insurance
|
Jan 01, 2025 |
|
21 Things You Need To Know About Money: Chapter 20 - Investment Accounts. IRA, Roth IRA, 401k, 403b, SEP, SIMPLE IRA
|
Dec 30, 2024 |
|
21 Things You Need To Know About Money: Chapter 19 - Employer Benefits
|
Dec 27, 2024 |
|
How to Get Tax Free Income in Retirement: 10 Reasons to Consider a Roth Conversion
|
Dec 26, 2024 |
|
21 Things You Need To Know About Money: Chapter 18 - Bank Accounts
|
Dec 23, 2024 |
|
21 Things You Need To Know About Money: Chapter 17 - Compound Interest - The 8th Wonder of the World.
|
Dec 20, 2024 |
|
What is the Ideal Safe Withdrawal Rates for YOUR Retirement: Will YOUR Retirement Savings Last
|
Dec 19, 2024 |
|
21 Things You Need To Know About Money: Chapter 16 - Vacations
|
Dec 18, 2024 |
|
21 Things You Need To Know About Money: Chapter 15 - Weddings - Spend Now or Forever Hold Your Peace
|
Dec 16, 2024 |
|
21 Things You Need To Know About Money: Chapter 14 - Leasing Cars Vs. Buying Cars.
|
Dec 13, 2024 |
|
Three-Bucket Tax Strategy: Tax-Free, Tax-Deferred, and Taxable Accounts
|
Dec 12, 2024 |
|
21 Things You Need To Know About Money: Chapter 13 – Beware of the “Latte Effect.”
|
Dec 11, 2024 |
|
21 Things You Need To Know About Money: Chapter 12 - Credit Cards - How To Use Them, and How Not To Use Them
|
Dec 09, 2024 |
|
21 Things You Need To Know About Money: Chapter 11 - Kids
|
Dec 06, 2024 |
|
Retirement Planning and tax strategies for Self-Employed Individuals: Unique Challenges and Strategies
|
Dec 05, 2024 |
|
21 Things You Need To Know About Money: Chapter 10 - Home Loans - How large of a Mortgage You Should Get.
|
Dec 04, 2024 |
|
21 Things You Need To Know About Money: Chapter 09 - Renting. Is Renting Really Like Throwing Money Out Of Your Window?
|
Dec 02, 2024 |
|
21 Things You Need To Know About Money: Chapter 08 - Credit Score - What Does This Do?
|
Nov 29, 2024 |
|
Retirement Income Strategies: Ensuring Financial Security in Your Golden Years
|
Nov 28, 2024 |
|
21 Things You Need To Know About Money: Chapter 07 – Keep Your Expenses Low When You Are Young. Ditch That Payment Plan!
|
Nov 27, 2024 |
|
21 Things You Need To Know About Money: Chapter 06 – Student Loans - What You Are Getting Yourself Into?
|
Nov 25, 2024 |
|
21 Things You Need To Know About Money: Chapter 05 – Getting Out On Your Own. Providing For Yourself.
|
Nov 22, 2024 |
|
Navigating Health Care Cost in Retirement: Strategies For Peace of Mind
|
Nov 21, 2024 |
|
21 Things You Need To Know About Money: Chapter 04 – Part Time Work - Getting Your Side Hustle On
|
Nov 20, 2024 |
|
21 Things You Need To Know About Money: CHAPTER 3: Order of Operations
|
Nov 18, 2024 |
|
21 Things You Need To Know About Money: Chapter 2: Save 20%, Give 10%, Spend the Rest.
|
Nov 15, 2024 |
|
Hidden Tax Free Retirement Income Hack: MEGA Backdoor Roth & Backdoor Roth
|
Nov 14, 2024 |
|
21 Things You Need To Know About Money: Chapter 1: Budgeting
|
Nov 13, 2024 |
|
Maximizing Employer Benefits: Your Guide to Open Enrollment
|
Nov 07, 2024 |
|
Living a “Tax Advantaged” Retirement! 10 Things You Need to Know!
|
Oct 31, 2024 |
|
Launching a Financial Advisor Career: Key Traits and Opportunities with Mutual of Omaha’s Jordan Crowe (We are looking for Advisors to join our team)
|
Oct 26, 2024 |
|
I’m 60 years Old, and I’ve saved 1.8M, Which I Feel Like is a TON of Money! Why Can’t I Retire Yet?
|
Oct 17, 2024 |
|
The 20% Rule: How to Save for Retirement and Still Manage Debt
|
Oct 15, 2024 |
|
Retirement Reality Check - How Much Do You Need to Retire in 2024
|
Oct 10, 2024 |
|
7 Shocking Personal Finance Stats (And How to Fix Them) with Tyler Cotterell
|
Oct 08, 2024 |
|
Building Generational Wealth: Adam Olson’s Financial Journey
|
Oct 03, 2024 |
|
Sunday Short: The Law of the Inner Circle & Employer Benefits
|
Oct 01, 2024 |
|
Income and Asset Protection with Special Guest Melissa Swan
|
Sep 26, 2024 |
|
Sunday Short: The Law of Connection & Insurance
|
Sep 24, 2024 |
|
Navigating Student Loans
|
Sep 19, 2024 |
|
Sunday Short: The Law of Magnetism & Getting Out On Your Own
|
Sep 15, 2024 |
|
Retirement Income Strategies with Special Guest Andy Rodriguez
|
Sep 12, 2024 |
|
Sunday Short: The Law of Intuition and The Latte Effect
|
Sep 08, 2024 |
|
Personal Financial Planning with Special Guest TJ Rifkin
|
Sep 05, 2024 |
|
The Law of Respect & Credit Cards
|
Sep 01, 2024 |
|
Unlocking Happiness - 5 Keys to a Fulfilling Retirement
|
Aug 29, 2024 |
|
Sunday Short: The Law of Solid Ground & Cars (Lease vs. Buy)
|
Aug 25, 2024 |
|
Unlocking Side Hustle Success: How to Boost Your Income in College and Beyond with Cody Huizenga
|
Aug 22, 2024 |
|
Sunday Short: The Law of Picture & Home Loans
|
Aug 18, 2024 |
|
Retirement Planning Pitfalls - 9 Mistakes to Avoid
|
Aug 15, 2024 |
|
Sunday Short: The Law of Navigation & Save 20%, Give 10%, Spend the Rest
|
Aug 11, 2024 |
|
Our Financial Journey "Teamwork Makes the Dreamwork" ft: Special Guest Katie Olson
|
Aug 08, 2024 |
|
Sunday Short: The Law of Process and Compound Interest
|
Aug 04, 2024 |
|
The Countdown to Retirement - Navigating the 10 Years Before Retirement
|
Aug 01, 2024 |
|
Sunday Short: Law of the Lid & Saving for Your Future First
|
Jul 28, 2024 |
|
Storytime with Stephanie: Take away's from "21 Things You Need To Know about $" & "What's Your Plan?"
|
Jul 25, 2024 |
|
Sunday Short: The law of Influence & Kids
|
Jul 21, 2024 |
|
The Holy Grail of Tax Deferral: Cash Balance Plans with Luke Terhark
|
Jul 18, 2024 |
|
Sunday Short: Debt Management and Financial Freedom-Living Life on Your Own Terms
|
Jul 14, 2024 |
|
Saving for College, Risk vs. Reward, & Investment Strategies
|
Jul 11, 2024 |
|
Sunday Short: Filling the Void
|
Jul 07, 2024 |
|
RedZone Retirement Planning: Your Retirement RIGHTS & Finding your WHY
|
Jul 04, 2024 |
|
Financial stress: Tools to Manage Your Emotions
|
Jun 30, 2024 |
|
Unlocking the Benefits of 529 Plans: Strategies for Educational Savings
|
Jun 27, 2024 |
|
Sunday Short: Biblical Principles of Stewardship
|
Jun 23, 2024 |
|
Mastering Personal Finance: Essential Strategies for Financial Success
|
Jun 20, 2024 |
|
Sunday Short - Materialism, Budgeting, Saving
|
Jun 16, 2024 |
|
Estate Planning Essentials: Securing your Legacy with Alissa Baier
|
Jun 13, 2024 |
|
Sunday Short: Parable of the Talents
|
Jun 09, 2024 |
|
Navigating Market Volatility, Strategies for Investors
|
Jun 06, 2024 |
|
Sunday Short: Adding Value and The Rebekah Rule
|
Jun 02, 2024 |
|
Demystifying Social Security
|
May 30, 2024 |
|
Sunday Short: Marriage and Money, an Interview with Dr. Mark Stortvedt
|
May 26, 2024 |
|
Real Estate 101 with Derrick Reinhart
|
May 23, 2024 |
|
Sunday Short: Biblical Principles of Stewardship
|
May 19, 2024 |
|
Tax-Free Income Anyone? -10 Reasons to Consider a Roth Conversion
|
May 16, 2024 |
|
Sunday Short: Patience and Compound Interest
|
May 12, 2024 |
|
Only Insure What You Can Not Afford
|
May 09, 2024 |
|
Sunday Short: Honor and Wealth
|
May 05, 2024 |
|
The Power of Zero: Tax-Free Income for Life with David McKnight
|
May 02, 2024 |
|
Understanding the Importance of Singular Focus in Business and Personal Finances
|
Apr 28, 2024 |
|
What You Got, Keeping up with the Kardashians
|
Apr 25, 2024 |
|
Sunday Short: Changing Minds with your Mission
|
Apr 21, 2024 |
|
Unlocking Retirement Secrets with Tom Hegna
|
Apr 18, 2024 |
|
Sunday Short: Parallels Between Accepting Grace and Taking Control of Your Financial Future with Calvin Mueller
|
Apr 14, 2024 |
|
Passion Through Planning with Paul Thomas
|
Apr 11, 2024 |
|
Sunday Short - 3M’s of Leadership for Parents
|
Apr 07, 2024 |
|
3 Step DIY Financial Plan
|
Apr 04, 2024 |
|
Sunday Short: Building a Strong Foundation in Your Christian and Financial Home
|
Mar 31, 2024 |
|
College First Risk Reward Investment Basics
|
Mar 28, 2024 |
|
Sunday Short: The Most Important Lesson for Financial Mastery
|
Mar 24, 2024 |
|
Part 2: 4 Types Of Retirement Income. Which One Is Best? With Bill Beckett
|
Mar 21, 2024 |
|
Sunday Short: Insights on Parenting, Financial Planning, and Incorporating Bible Passages into Daily Practices
|
Mar 17, 2024 |
|
Part 1:Tax Strategies For Business Owners To Build Generational Wealth W/Bill Beckett
|
Mar 14, 2024 |
|
Sunday Short: Understanding Your Values and Prioritizing Generosity
|
Mar 10, 2024 |
|
Special Episode: Retirement Planing with Jay Van Beusekom
|
Mar 07, 2024 |
|
Sunday Short - Embracing Discomfort: The Key to Financial Success and Generational Wealth
|
Mar 03, 2024 |
|
The Most Effective Order of Operations for Building Wealth and Security
|
Feb 29, 2024 |
|
Sunday Short - Setting Your Kids Up for Success: Financial Tips for Parents
|
Feb 25, 2024 |
|
Navigating the Complexities of Tax Planning
|
Feb 22, 2024 |
|
Sunday Short - Money, Markets, and Miracles: Finding Grace in Financial Turbulence
|
Feb 18, 2024 |
|
Investing in an Election Year
|
Feb 15, 2024 |
|
Sunday Short - Exploring the Spiritual and Financial Responsibilities of Fatherhood: Insights from the Book of Luke
|
Feb 11, 2024 |
|
The Ticking Time Bomb: The IRMAA Tax
|
Feb 08, 2024 |
|
Job's Financial Wisdom: Transforming Setbacks into Success
|
Feb 04, 2024 |
|
How Can an Annual Financial Review Secure Your Future?
|
Feb 01, 2024 |
|
How Can Defining Your Values Lead to a More Fulfilling Life?
|
Feb 01, 2024 |
|
Are You Ready to Master Your Money and Mindset?
|
Feb 01, 2024 |
|
Coming Soon
|
Jan 15, 2024 |