『Retire With Confidence』のカバーアート

Retire With Confidence

Retire With Confidence

著者： Dave Zaegel CPA CFP
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概要

 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.2022
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  • Ep 185: IRA Withdrawal Order with RMDs

    Ep 185: IRA Withdrawal Order with RMDs
    2026/02/03

    In this episode, Dave Zaegel discusses the intricacies of Qualified Charitable Distributions (QCDs) and their tax implications, emphasizing the importance of order in IRA withdrawals, particularly when dealing with Required Minimum Distributions (RMDs) and Roth IRA conversions. He provides practical advice on how to effectively manage these financial tools to maximize tax benefits and ensure compliance with IRS rules.
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    8 分
  • Ep 184: Never Stop Learning, Even in Retirement

    Ep 184: Never Stop Learning, Even in Retirement
    2026/01/27

    In this episode, Dave Zaegel emphasizes the importance of continuous learning, especially as one transitions into retirement. He discusses how learning should not stop at any age and highlights various ways to keep the mind active, such as learning a new instrument, gardening, or exploring new cultures. The conversation underscores the idea that the brain, like any muscle, needs constant exercise to stay sharp and healthy.
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    4 分
  • Ep 183: Why the Federal Reserve and Interest Rates Matter

    Ep 183: Why the Federal Reserve and Interest Rates Matter
    2026/01/20

    In this episode of Retire with Peace, I break down what the Federal Reserve actually does, what it doesn't control, and why relying on headlines instead of strategy can put your retirement income at risk.
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    11 分
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