エピソード

  • Cutting Through the Noise: 2026 Market Moves & Retirement Smarts

    Cutting Through the Noise: 2026 Market Moves & Retirement Smarts
    2026/01/31
    Wondering what’s really ahead for your money in 2026? Join Bruce Steinbrock and lead financial advisor Kevin Wade as they dig into today’s biggest market predictions—and the wild headlines fueling investor anxiety. From Wall Street swings triggered by breaking tariffs news, to the hidden opportunities in tech and those mysterious tax code quirks, you’ll get timely insights without all the jargon. Plus, you’ll hear an honest conversation about why emotion could be your portfolio’s worst enemy, and how seasoned pros navigate the hype.

    Thinking about retirement or just managing your nest egg through all the market “noise”? This episode serves up smart tips for diversification, discusses which asset classes might shine this year, and tosses in some fun financial trivia you won’t see coming. Don’t miss Kevin’s candid perspective—and find out the one thing he says every retiree should remember before making their next move. Grab your favorite beverage, tune in, and retire right!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    27 分
  • New Year, New Rules: Your 2026 Retirement Game Plan

    New Year, New Rules: Your 2026 Retirement Game Plan
    2026/01/18
    Are you ready to kick off your retirement planning with a bang in 2026? Join financial advisor Kevin Wade and host Bruce Steinbrock as they break down the most important updates, surprising opportunities, and a few curveballs that this new year brings for savers and retirees in Central Texas. If you’re wondering how changing contribution limits, fresh tax perks, and the latest on Social Security and Medicare could impact your future, you won’t want to miss this episode. Kevin shares not just the numbers, but the real-world strategies for making the most of every shift—plus, the “good news, bad news” scenarios you’ll want to hear before making any moves.

    But retirement isn’t just about the money—it’s about building a happy, fulfilling next chapter! Stick around for Kevin’s top five secrets to enjoying retirement that go way beyond your portfolio. From family boundaries to finding new passions, each tip serves up practical ways to make your golden years truly shine. Whether you’re already retired, about to pull the trigger, or just beginning to map out your journey, this conversation sets the stage for a year of smart choices and a life you love. Hit play and get ready to retire right!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    27 分
  • The Secrets of the Quietly Wealthy: Habits and Tax Tales

    The Secrets of the Quietly Wealthy: Habits and Tax Tales
    2025/12/27
    Ever wondered how some folks seem to quietly build wealth without the flashy cars or headline-grabbing mansions? In this episode of Retire Right with Kevin Wade, Bruce Steinbrock and Kevin dive into the habits and behind-the-scenes strategies that separate the quietly wealthy from the pack. Could skipping the latest status symbol actually help you retire with peace of mind—and maybe leave a legacy, too?

    Of course, there’s more to smart planning than just budgeting. Don’t miss the tax trivia showdown, where Kevin and Bruce reveal surprising facts about the IRS and share tips that could help you keep more of your hard-earned money. Is Madison Square Garden really tax-exempt? Which infamous gangster was brought down by taxes? Tap play and find out what the quietly wealthy are doing that you can start doing today—no secret handshake required!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    27 分
  • Resolutions That Actually Work—Your Guide to Savvy Retirement Goals

    Resolutions That Actually Work—Your Guide to Savvy Retirement Goals
    2025/12/20
    Ready to kick off your year with more than just good intentions? In this episode of "Retire Right with Kevin Wade," Bruce Steinbrock and Kevin dive into what makes New Year's resolutions so hard to stick with—and why approaching your financial goals a little differently might be the secret to long-term success. From choosing a focus word for the year to finding your financial accountability partner, Kevin shares insights that go beyond the usual advice. Even if you've broken more resolutions than you can count, there’s something here for you.

    Want your retirement savings to work harder without giving up your morning coffee? Kevin and Bruce reveal the five game-changing strategies that can set you on the path to a smarter, more intentional retirement—without getting bogged down in jargon or unrealistic expectations. Tune in to discover which small steps can snowball into life-changing results, and why a simple 20-minute phone call could be your best investment yet. Don’t miss out—your future self will thank you for listening!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    27 分
  • Santa’s Retirement Checklist: Holiday Moves for a Jolly Financial Future

    Santa’s Retirement Checklist: Holiday Moves for a Jolly Financial Future
    2025/12/13
    It’s a festive time on Retire Right with Kevin Wade! As the holidays bring families together (and sometimes shake up old traditions), Kevin and Bruce invite you to cozy up and discover how a few thoughtful financial moves can make this season—and your future—brighter. From reclaiming family time to rethinking year-end strategies, this special episode unwraps fresh perspectives on what it really takes to retire with confidence.

    Ready to create your own “Nice List” for retirement? We’re checking boxes you might not have considered: tax-smart year-end giving, maximizing Social Security, the why and how behind Roth conversions, and even building a legacy that lasts beyond the season. Tune in to hear real-life questions, timely advice, and a side of holiday cheer sure to warm up your winter planning. Don’t miss this opportunity to rethink your retirement goals—before the ball drops on another year!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    53 分
  • Unlocking the Secrets of Year-End Retirement Planning

    Unlocking the Secrets of Year-End Retirement Planning
    2025/12/06
    Ready to take your retirement game plan to the next level? In this episode of “Retire Right with Kevin Wade,” we go beyond the basics and dive into the overlooked strategies that could make a big impact as the year winds down. Kevin and Bruce unpack essential moves like Roth conversions, tax-efficient giving, and how to avoid costly mistakes with RMD deadlines. If you’re wondering what savvy savers and smart retirees are doing right now to stay ahead, you won’t want to miss this conversation.

    Thinking you’ve already got your ducks in a row? Think again! From health care costs that can sneak up on you, to debt decisions and the emotional side of retirement readiness, Kevin reveals the questions every future retiree should ask—and the checklist you’ll wish you had. Plus, get to know Kevin in a fun rapid-fire round and learn how you can snag his exclusive retirement toolkit. Tune in for expert tips, candid stories, and actionable ideas that could make all the difference for your future.


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    27 分
  • Retirement Realities: Myths, Chaos, and Unmissable Moves for 2025

    Retirement Realities: Myths, Chaos, and Unmissable Moves for 2025
    2025/11/29
    This week on Retire Right with Kevin Wade, we look back at a wild 2025—from surprise market swings and headline-making tariffs to that “one big beautiful bill” everyone’s been buzzing about. But beyond the chaos, what does all this really mean for your nest egg and your retirement plans? Kevin and Bruce riff on the stories that shaped the financial landscape, and share some eye-opening lessons you’ll want to hear before you make your next money move.

    But wait—are you falling for those classic retirement myths that trip up even the savviest planners? Kevin busts the biggest misconceptions, spills some stories from the front lines, and reveals the one thing most folks get completely wrong about what you’ll actually spend in retirement. Plus, the surprising truth about Social Security, Medicare, debt, and legacy planning. Ready to get your future in gear? Press play and take charge of your retirement story!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    26 分
  • Serving Up Your Retirement Plate: A Thanksgiving Special

    Serving Up Your Retirement Plate: A Thanksgiving Special
    2025/11/22
    Grab your favorite fork and pull up a chair to this Thanksgiving-themed episode of Retire Right with Kevin Wade, where retirement planning gets served up just like your holiday meal. Kevin and Bruce break down how each dish on your plate—turkey, stuffing, even that controversial cranberry sauce—mirrors the essential ingredients of a balanced retirement plan. From savory strategies to sweet lifestyle choices, you’ll discover why mixing up more than just investment accounts is key to enjoying every bite of your financial future.

    But the feast doesn't stop there! Listener questions get tossed in the mix, along with a side of speed-round “Think Fast” to learn what makes Kevin tick off the clock. Wondering what’s the one thing people forget to plan for? Or how to make your savings last longer than leftovers? Tune in as Kevin serves up memorable advice, relatable stories, and a few Thanksgiving surprises you won’t want to miss. Ready for a plateful of retirement wisdom (with extra gravy)? Press play and let’s dig in!


    In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

    Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.
    続きを読む 一部表示
    27 分