Clearwater Retirement Podcast
By Michael Masor
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Category: Investing
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Episodes: 28
Description
Is your retirement plan clear as mud? Need a cleanse from all the noise in the financial world? You’re in the right place – with the Clearwater Retirement Podcast.
From Michael Masor and Clearwater Financial Group, the Clearwater Retirement Podcast gets to the heart of the retirement information you need, right from the sources you can trust. Tune in for robust financial analysis, sharp portfolio insight, and entertaining conversations you can’t afford to miss!
| Episode | Date |
|---|---|
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Flexibility, Not a Date is Key & Options are Important for Retirees | A.I's Role in Retirement Planning & Readiness in Retirement
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Sep 12, 2026 |
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Are Fees, Taxes and A.I. Giving You the Whole Story?
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Sep 05, 2026 |
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Common Hidden Expenses & Is Roth a Consideration for You? | The Biggest Costs You Often Don't See Coming & Saving to Income Shift
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Aug 29, 2026 |
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Hidden Tax Fees Could Be Impacting Your Plan & Saving is One Thing. Living is Another | Hidden Expenses & Roth Conversion Considerations
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Aug 22, 2026 |
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One Costly Tax Decision & Retirement Planning Before Year End | Why 59 and a Half is an Important Age & Common Tax Traps
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Aug 15, 2026 |
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Retirement Danger Zone & Risks of Timing the Market | Asset Growth vs. Income Reliability & Life Changes, Volatility, etc. Reshape Retirement Planning
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Aug 08, 2026 |
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The Retirement Number You've Been Chasing May Not Matter Most & Unexpected Retirement Changes Everything? | Are You Planning or Just Saving? & Hurdles You Need to Be Aware Of
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Aug 01, 2026 |
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Not About a Magic Number & Stability in Your Plan | Investment Growth Isn't Everything & Customization is Key
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Jul 25, 2026 |
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The "Magic Number" may not be the Number that Matters & Understanding Expenses | Factors that Shape Retirement & Creating Multiple Streams
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Jul 18, 2026 |
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The Biggest Mistake & Roles in Retirement Readiness | Outdated Financial Plans are a Risk & Timing, Income Streams and Checkups
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Jul 11, 2026 |
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Retirement Planning Isn’t Set It and Forget It & When Old Plans Meet New Risks | The Hidden Mistakes That Appear Late in Retirement & Balancing Offense and Defense
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Jul 04, 2026 |
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Not About a Magic Number & Stability in Your Plan | Investment Growth Isn't Everything & Customization is Key
|
Jun 27, 2026 |
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What Happens After Retirement? & No Plan = Stress | Details are Important & Factors that Reshape Retirement Outcomes
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Jun 20, 2026 |
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Small Steps Go A Long Way & Common Gaps in Retirement Planning | Regular Practices for Your Portfolio & Proactive Planning is Key
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Jun 13, 2026 |
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Hidden Risks are Lurking & Spring Cleaning Your Portfolio | Income Sources Need to Work Together & Procrastination Can Cost You More Than Anything
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May 30, 2026 |
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Planning Mistakes & Sequence of Returns | Diversification and Regular Reviews & Common Retirement Misconceptions
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May 23, 2026 |
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Market Downturns Can Change Retirement Outcomes & Sequence of Returns Risks | Income Buckets are Key & Long-Term Planning and Retirement Flexibility
|
May 16, 2026 |
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Market Swings can FEEL Scary & Volatility and Corrections are Normal | Buckets Can Reduce Stress & Guaranteed Income Help Stabilize Retirement
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Apr 04, 2026 |
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Chaos in The Market & Control What You Can | Common Mistakes by Retirees & Baseline Before Growth
|
Mar 28, 2026 |
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Market Chaos & Focusing on What YOU Can Control | Common Mistakes Made by Retirees & How Social Security Fits Into a Retirement Plan
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Mar 21, 2026 |
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Retirement Danger Zone & Risks of Timing the Market | Asset Growth vs. Income Reliability & Life Changes, Volatility, etc. Reshape Retirement Planning
|
Mar 14, 2026 |
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Retirement Plans Change When Life Changes & Dynamic Plans | When a Million Isn't the Whole Story & The Psychological Part of Retirement
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Mar 07, 2026 |
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Is your 401(k) balance all yours? & Taxes, RMDs and Timing | Bucket Strategies & Market Volatility, inflation and more
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Feb 28, 2026 |
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Why Most Near‑Retirees Choose Protection Over Growth & The Moment Your Risk Tolerance Changes | From Growth to Guardrails: Rethinking Retirement Risk & Inflation, Healthcare, Long-term Care and More
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Feb 21, 2026 |
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Retirement Planning Isn’t Set It and Forget It & When Old Plans Meet New Risks | The Hidden Mistakes That Appear Late in Retirement & Balancing Offense and Defense
|
Feb 14, 2026 |
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Thinking About Tapping Your 401(k)? Listen First & When Retirement Comes Early: The Risks No One Plans For | From Saving to Spending: The Hardest Shift in Retirement
|
Feb 07, 2026 |
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Replacing your paycheck & Retirement isn’t a snow day | You don’t need a million – you need a plan & From saving to spending: the shift that changes everything
|
Feb 03, 2026 |
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Clearwater Retirement Podcast Trailer
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Feb 03, 2026 |