Retire Right with Kevin Wade

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...

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 partne...

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 ta...

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 saver...

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...

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 lifesty...

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.

Is the drama in Washington putting your retirement at risk? Kevin Wade and Bruce Steinbrock team up this week to tackle a timely question every retiree should ask: how do government shutdowns, market jitters, and that endless parade of headlines impact your nest egg? Don’t worry—they’re serving up practical steps to keep your finances on track no matter what’s happening in Congress. Plus, you’ll h...

We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement. In this episode of Retire Right with Kevin Wade, Centennial Advisors exp...

Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume? In this episode of Retire Right with Kevin Wade, Centennial...

A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new clien...

Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that—depending on your tax situation. Why are tax strategies such a cruc...

Many of us spend decades preparing for retirement, diligently saving in our 401(k)s and watching our account balances grow. But as retirement approaches, a significant challenge emerges—how do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime. What makes this transition fr...

After years of diligent saving and investing, many people are thrilled to see their retirement accounts grow. And while that's certainly an achievement worth celebrating, there's a sobering reality to consider - Uncle Sam is patiently waiting to collect his share of every dollar you withdraw from those tax-deferred accounts. In this episode of Retire Right with Kevin Wade, Centennial Advisors expl...

With so much market volatility in the news, many retirees are thinking about the parts of their income strategy that don’t rise and fall with the market. For many retirees, that means Social Security. Today, Kevin Wade is here to share ways you can get the most out of Social Security, especially in an unpredictable market. In this episode of Retire Right with Kevin Wade, Centennial Advisors explor...

Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster. In this episode of Retire Right with Kevin Wade, Centennial Advisors explores import...

Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many stars would it have?   In this episode of Retire Right with Kevin Wade, Centennial Advisors explores impo...

It’s easy to make assumptions about what goes into a legacy plan, but Kevin will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.   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 managin...

Fewer than 1 in 4 Americans think their current retirement lifestyle aligns with what they planned for their retirement to be. It turns out, it’s one thing to dream about retirement and it’s another thing to live in retirement every day. In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social S...

People already find retirement planning overwhelming—and just when they feel like they’ve finally got everything in place and their plan is on track, their financial advisor steps in and says it’s time to rebalance. Suddenly, they’re again faced with having to make decisions they were uncomfortable making in the first place. In this episode of Retire Right with Kevin Wade, Centennial Advisors expl...

Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals. In this episode of Retire Right with Kevin...

Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement. 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 ti...

Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many stars would it have?   In this episode of Retire Right with Kevin Wade, Centennial Advisors explores impo...

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. In this episode of Retire Right wit...

We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can doing – RIGHT NOW to help take back control of your financial future. In this episode of Retire Rig...