Retire Right with Kevin Wade

Can your retirement plan keep pace with life's rapid changes and hidden risks? In this episode, Bruce Steinbrock and seasoned advisor Kevin Wade reveal why a regular financial check-in could be the difference between confidence and costly surprises in retirement. Explore overlooked strategies, common missteps, and the crucial mid-year moves every retiree should consider with substantial assets. Di...

What does independence really mean after you’ve stopped working? Discover why even those with a healthy nest egg still wrestle with anxiety as they enter retirement—and how “giving your money a job” can provide clarity. Kevin Wade unpacks the hidden dangers of market volatility, health care surprises, and legacy missteps, revealing why a plan that adapts over time is crucial. Which overlooked step...

Ever feel the urge to chase the latest hot stock or jump on that shiny new IPO—especially as headlines scream about once-in-a-lifetime opportunities? On this episode of Retire Right with Kevin Wade, Kevin and Bruce pull back the curtain on why even seasoned savers and confident retirees can get swept away by “investment FOMO.” Is excitement a good thing, or does it threaten your hard-earned retire...

What if you had to retire tomorrow—would you be ready, or caught off guard? Nearly 60% of retirees left the workforce earlier than planned, facing challenges from sudden layoffs to health setbacks that changed their futures overnight. In this episode, Kevin Wade and Bruce Steinbrock discuss the hidden risks and realities many ignore, from shrinking savings and soaring health costs to the silent th...

“What happens to your financial life when everything suddenly changes?” This episode of Retire Right with Kevin Wade explores the difficult but essential realities of managing money after the loss of a spouse. Kevin Wade and Bruce Steinbrock discuss the emotional and financial crossroads families face, from income shifts and tax changes to decisions that can’t be rushed. The conversation highlight...

"Does your retirement plan have a blind spot? Unpacking the surprising ways taxes, RMDs, and Social Security intertwine, Kevin Wade takes us through listener questions that expose common pitfalls and unexpected challenges. The conversation sets a practical, insightful mood while delving into personal ‘magic numbers,’ legacy planning, and the shifting landscape of retirement rules. Discover what mo...

What happens when old retirement rules no longer apply and confidence about the future is slipping? This episode dives into the actual challenges retirees face—from inflation and volatile markets to the fading reliability of pensions. Listeners will hear candid mailbag questions, discover how growth strategies can backfire, and gain a peek at the lesser-known risks that could derail their nest egg...

What if your decades of saving aren’t enough to guarantee peace of mind in retirement? Discover the hidden challenges that drain nest eggs—sometimes before you even realize what’s happening. This episode explores costly missteps, from withdrawal timing and health care surprises to emotional investing, and shares insights into creating a more resilient, thoughtful plan. Tune in for eye-opening pers...

Are rising costs, shrinking pensions, and unpredictable markets erasing your confidence in retirement? This episode dives into the real factors shaking Americans' faith in their financial futures—from healthcare expenses to looming Social Security cuts. Kevin and Bruce unpack the hidden risks, the overlooked emotional hurdles, and the practical steps you can take to regain control. Discover why ha...

What’s causing retirees the most sleepless nights—and what can you actually do about it? Kevin Wade tackles hot listener questions from spouses navigating Social Security, to concerns about pension gaps and mysterious financial statements. Discover challenges few anticipate, the critical income floor concept, and why “wait and see” just might risk your nest egg. This episode is packed with insight...

"If your world suddenly changes, does your financial plan keep pace?" This episode dives into the seldom-discussed financial realities of losing a spouse, exploring how emotions can cloud judgment and why waiting often leads to wiser decisions. Kevin Wade shares firsthand insights and practical timelines, revealing overlooked pitfalls—from pension hurdles to surprise expenses, and the crucial step...

How secure is your retirement when Wall Street’s whims, changing tax laws, and evolving tech trends collide? This episode dives into the challenges today's retirees face—from inherited IRAs and the 'pogo stick' of income planning, to the surprising risks hidden in mutual funds and shifting mindsets about preserving wealth. Discover the crucial insights and overlooked threats that could shape your...

“How prepared are you for the real price of retirement?” Rising healthcare costs can quietly unravel the best-laid retirement plans, but few give them the attention they demand. Join Kevin Wade and Bruce Steinbrock as they expose overlooked challenges, share candid stories, and unpack surprising stats—including a trivia round that might make you rethink what’s truly essential. Discover why leaving...

"Is your nest egg shielded from world events—or just hoping for the best?" From rising gas prices to economic shocks and unexpected family turns, Bruce and Kevin unpack the unseen threats facing your retirement. Discover why a smart, flexible plan—not guesswork—could be your best weapon against inflation, market swings, and those costly legacy missteps. The strategies aren’t always obvious, and th...

What happens when discussing your legacy is more uncomfortable than planning it? In this episode, Kevin Wade and Bruce Steinbrock dive into the silent conflicts that can erupt when families avoid conversations about inheritance, legacy wishes, and health directives. Explore how hidden tax risks can quietly erode retirements—and why old assumptions about taxes after your last paycheck might leave y...

How do you keep your retirement plans steady when the world feels uncertain, oil prices are spiking, and recession talk is everywhere? In this episode, Kevin Wade explains why concern—not panic—should motivate your next steps, what stagflation really means for retirees, and why cashing out or halting 401k contributions in a volatile market can do more harm than good. Plus, learn the new rules for...

Are you cruising toward retirement feeling confident—or are you quietly hoping you’ve done enough? This week on "Retire Right with Kevin Wade," Bruce Steinbrock and Kevin dig into the surprising truth behind America’s retirement savings shortfall. From peak earning years that double as peak spending years to the hidden risks in your portfolio, you’ll get both the numbers and the real-life stories...

“How does global conflict rattle your retirement plan?” When headlines flash with unsettling news from abroad, uncertainty spreads not just in the world, but in your own investment accounts. This episode confronts the rising anxiety around international tensions, volatile markets, and lasting financial security, revealing how shifts in the world may be closer to your portfolio than you think. Find...

Inflation is cooling… but does that really mean smooth sailing for your retirement? This week, Kevin Wade and Bruce Steinbrock dig into what lower inflation—and a shrinking Social Security COLA—could mean for your golden years. Are the headlines telling the whole story, or is there a twist that every retiree in Central Texas needs to know? Plus, Kevin shares some personal reflections (including ta...

Ever wondered if you’re wealthier than you think? This episode of Retire Right with Kevin Wade flips the script on what it means to be “rich,” revealing why so many Central Texans are sitting on significant wealth without even realizing it. Join Kevin and Bruce as they dig into the surprising ways retirement accounts, home equity, and forgotten investments all add up—sometimes to a cool million or...

Ever wondered what the wild ups and downs of the stock market have in common with the massive financial gambles countries take when hosting the Olympic Games? On this episode of Retire Right w/ Kevin Wade, Kevin and Bruce dive into the world of market volatility, smart diversification strategies, and what Olympic-sized budgeting blunders can teach us about our own financial journeys. If you’ve eve...

Cupid’s not the only one with plans this February—your future self is counting on you, too! In this special Valentine’s edition of Retire Right with Kevin Wade, Kevin and Bruce dive into how love and finances collide on the journey to retirement. From funny family Valentine’s traditions to the unexpected truth about why most couples never retire at the same time, this episode is packed with relata...

Ready to tackle one of the toughest conversations most families avoid? In this episode of Retire Right with Kevin Wade, Bruce Steinbrock and Kevin dig deep into the hidden world of inheritance planning—where silence can spark conflict and unspoken wishes might derail your legacy. Whether your nest egg is modest or you’ve built wealth across generations, Kevin shares candid insights that might just...

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....

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 a...