Retire With Confidence

著者： Dave Zaegel CPA CFP
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  • サマリー

  • 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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あらすじ・解説

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
続きを読む 一部表示
エピソード
  • Ep 145: Large Funds Play a Different Game

    Ep 145: Large Funds Play a Different Game
    2025/04/29
    In this episode, Dave Zaegel discusses the differences between investment strategies of large funds and individual investors, particularly in the context of retirement planning. He emphasizes the importance of understanding one's own financial goals and risk profile rather than blindly following the actions of big investors. The conversation highlights the need for long-term planning and the significance of setting up a proper investment structure to ensure financial security in retirement.
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    8 分
  • Ep 144: Why do a Roth IRA Conversion Now?

    Ep 144: Why do a Roth IRA Conversion Now?
    2025/04/22

    In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the intricacies of Roth IRA conversions, emphasizing the importance of timing and strategic planning. He explains why most conversions are typically done towards the end of the year, but also highlights scenarios where early conversions may be beneficial, particularly during market downturns. The conversation covers the necessity of taking required minimum distributions (RMDs) before conversions and the potential advantages of partial conversions to maximize tax efficiency and investment growth.
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    8 分
  • Ep 143: Gold Rush

    Ep 143: Gold Rush
    2025/04/15
    In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the current trends in gold and Bitcoin investments, emphasizing the importance of risk management and balanced investment strategies. He shares his personal struggles with investing in non-producing assets like gold and digital currencies, advocating for a cautious approach to investing in these alternatives. The conversation highlights the need for diversification and the potential for growth while maintaining a focus on risk management in retirement planning. Takeaways:
    • Investing in gold and Bitcoin is trending due to market fluctuations.
    • Gold and digital assets do not produce cash flow like companies.
    • Investing in alternative assets should be done in moderation.
    • Risk management is crucial when investing in speculative assets.
    • Attention to certain investments can be misleading.
    • Diversification is key in retirement planning.
    • Investing in gold or Bitcoin can add growth potential.
    • Avoid putting a large percentage of retirement funds in one asset.
    • Market hype can overshadow other good investment opportunities.
    • A balanced approach to investing can lead to better outcomes.
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    9 分

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