Retirement. Simplified!

What does lasagna for breakfast have to do with retirement freedom? In this episode, Peter Laliberte explores how true financial independence means having the confidence—and the plan—to enjoy life on your terms. From travel dreams to spending without guilt, Peter explains why income planning, not penny-pinching, is the key to a stress-free retirement. Discover why budgeting isn’t...

What if the future of retirement isn’t just about wealth, but about finding the right strategy for your unique journey? In this episode, Peter Laliberte unveils Liberty Private Wealth Management and the exclusive Market Guard system—bringing advanced, non-emotional, mathematical investing to everyday retirees. Discover how personalized planning, lower volatility, and a “red, yell...

Toni and Peter Laliberte recently had the chance to sit down with Robin Zander of Cheap Trick. Check out this exclusive interview! Ready to connect with Peter? Contact him here . Facebook | LinkedIn See omnystudio.com/listener for privacy information.

Is your retirement plan keeping pace with a world where passwords vanish and inflation brews beneath the surface? This episode dives into how technology is reshaping financial planning, why most retirees lack a true income strategy, and what you can do to safeguard your future against economic storms like stagflation. Join Peter Laliberte for a candid look at building resilient retirement plans th...

Is your retirement plan evolving as fast as technology—or stuck in the past? This episode of Retirement. Simplified! with Peter Laliberte explores why regular reviews and adaptive strategies are essential for keeping pace with market changes, inflation, and economic uncertainty. Learn how to build a plan that balances income and investments, leverages technology for smarter decisions, and pr...

Is your retirement plan riding the market’s highs—or prepared for the next downturn? This episode of Retirement. Simplified! with Peter Laliberte explores the risks of relying on the “Magnificent 7” stocks, why passive investing can leave you exposed, and how a managed, defensive approach can help preserve your savings. Learn the power of quarterly rebalancing, the red/yell...

What happens when one spouse is left to handle the finances alone—and is your retirement plan truly ready for that moment? This episode of Retirement Simplified with Peter Laliberte explores why both partners must be involved, how to organize your financial life, and why regular reviews are essential. Learn the real impact of taxes on income, gifts, and property, and discover why most retire...

Is your retirement plan ready for the real cost of healthcare—or could medical expenses and long-term care derail your future? This episode of Retirement Simplified with Peter Laliberte and guest Toni Laliberte explores why budgeting for insurance, Medicare, and unexpected health events is essential. Learn how legacy planning, wills, and trusts can protect your wishes and prevent probate hea...

Is a Roth conversion really the golden ticket for your retirement—or could it backfire if you don’t plan carefully? This episode of Retirement Simplified with Peter Laliberte breaks down why Roth conversions aren’t a DIY project, how new tax laws and deductions affect your strategy, and why timing and income levels matter more than ever. Learn the risks of converting too much, th...

Is your retirement plan built on outdated rules—or tailored to your real needs? This episode of Retirement. Simplified! with Peter Laliberte challenges the “one-size-fits-all” approach, exposing why the 4% rule, magic numbers, and other common advice may not fit today’s realities. Discover the five core principles for a secure retirement, the pitfalls of chasing growth, and...

What if the fear of spending money could sabotage your retirement dreams? This episode explores “plutophobia”—the anxiety around using your savings—and why it’s so common among retirees. Peter Laliberte breaks down how to build certainty into your financial plan, the impact of interest rates on annuities, and why timing matters for your retirement strategy. Discover h...

What if the most important question in retirement planning isn’t about fees, but about finding the right fit? Peter Laliberte shares the five core principles for retirement success—peace of mind, stable account values, consistent income, liquidity, and growth—and explains why personalized advice and a values-driven approach matter more than ever. Learn how to interview advisors,...

What if the biggest retirement risk isn’t market swings, but running out of income when you need it most? Peter Laliberte breaks down why a spending plan matters as much as an investment plan, how to balance emotions with math, and why sequence of returns can make or break your future. Learn how to close the gap between what you have and what you need, and why predictable income is the found...

What happens when your lifelong routine suddenly turns into endless free time? Peter Laliberte explores the emotional and practical challenges of retirement, from finding purpose beyond work to building an income plan that fits your new lifestyle. Hear real stories, learn why testing retirement before fully committing can help, and discover how planning gives you the freedom to choose what comes n...

What does lasagna for breakfast have to do with retirement freedom? In this episode, Peter Laliberte explores how true financial independence means having the confidence—and the plan—to enjoy life on your terms. From travel dreams to spending without guilt, Peter explains why income planning, not penny-pinching, is the key to a stress-free retirement. Discover why budgeting isn’t...

Can a robo-advisor really replace the human touch in retirement planning? In this episode, Peter Laliberte explains why true retirement success goes beyond algorithms, covering the five essentials: income, investments, legacy, health, and taxes. From the pitfalls of DIY estate planning to the importance of having a real conversation about wills and trusts, Peter shares why every retiree—no m...

There is no shortage of possibilities and dreams for what can be achieved in retirement and no two people have exactly the same plans for their future. Now there is a streaming, on-demand option to receive up-to-date and informative information that can be used to shape the retirement you envision for yourself. Liberty Advisory Group founder and CEO Peter Laliberte is on the mic and in your ears o...