Retirement Outsiders

Education EN ↓ 16 episodes

The focus of this podcast is to discuss various retirement topics from an outsider’s point of view. In terms of this podcast, an outsider is:1. Someone who is not retired2. Someone who is not a financial advisor3. Someone who is not a CPA, lawyer or healthcare advisorOur intent is to make some sense out of all the financial, accounting, estate planning and healthcare jargon … from an outsider’s perspective. In addition, we will discuss some of the behavioral aspects that come with not being tied down to a 9-5 job.

Author

Retirement Outsiders

Episodes

Ep. 16 - Paris and Normandy on D-Day 28.06.2026 51:03

We discuss our unforgettable trip to Normandy (and Paris) on D-Day!

Ep. 15 - The Villages Part 3 25.05.2026 32:25

We discuss our latest trip to the Villages!

Ep. 14 - Retirement Round Robin 28.03.2026 15:15

Speed round! We hit four financial topics and four lifestyle topics. Start planning early and continue up to and into retirement.

Ep. 13 - What to do 10, 5, and 2 Years Before Retirement 21.03.2026 27:33

We provide some financial and other tips to consider 10, 5, and 2 years before you plan to retire.

Ep. 12 - Stocks, Mutual Funds, ETFs, and Target Date Funds 14.03.2026 42:07

We cover the basics behind four of the most common vehicles to invest in. We discuss some of the history of each and why they exist in the first place.

Ep. 11 - States with No Income Tax 07.03.2026 30:36

In this episode, we break down the nine U.S. states that spare residents from paying any state income tax. But we don’t stop there—because “no income tax” is only the headline. We dig deeper into weighing factors like sales tax, property tax, and weather to help future retirees understand which of these states may truly offer the best long‑term value.

Ep. 10 - The Villages Part 2 28.02.2026 41:04

We discuss the homes, property taxes, amenity fees.

Ep. 9 - The Villages Part 1 21.02.2026 33:11

The Villages Part 1! We discuss what the Villages is and is not ... and revisit a brief history.

Ep. 8 - Own Your Retirement 14.02.2026 19:34

We discuss the importance of owning your own destiny when it comes to retirement. We introduce the simplicity of the 4% rule and how it helps to figure out where you stand in terms of retirement readiness.

Ep. 7 - Use IRS Rules to Your Advantage and Retirement Jobs 07.02.2026 44:05

We discuss the potential issues with mostly pre-tax money heading into retirement. How Roth conversions and packing your lower tax brackets full can help lower your overall tax bill. We introduce how the rule of 55 and 72t can aid in early retirement. Lastly, we discuss some options for work/volunteering in retirement.

Ep. 6 - Indiana Teacher Pension (INPRS) 04.02.2026 37:56

On this special edition of Retirement Outsiders, we explain the confusing annual INPRS (Indiana Public Retirement System) statement. We point out some funny math they use and teach you how to calculate your estimated Indiana teacher pension. Surprise! It's not what is shown on the statement! It's less!

Ep. 5 - Estate Planning and Retirement Destinations 31.01.2026 46:13

We discuss wills and trusts. The benefits and differences between the two. We also give a preview of some of our desired retirement destinations and lifestyles.

Ep. 4 - Income Tax and Getting Adult Kids off the Payroll 24.01.2026 54:47

We discuss income tax planning before and during retirement. We also offer tips for getting comfortable saying no to your adult kids.

Ep. 3 - Social Security and Supporting Adult Children 19.01.2026 59:49

We talk Social Security, its history and how it is calculated. Also, we discuss those pesky kids!

Ep. 2 - Debt and Time/Task Planning 17.01.2026 32:53

We discuss good vs bad debt and how to schedule your time and tasks in retirement.

Ep. 1 - Spending, Saving and the Don'ts 11.01.2026 29:21

The focus of this podcast is to discuss various retirement topics from an outsider’s point of view. Today, we discuss spending, savings and the Don't!