Retire Right with Kevin Wade

“Will your income keep up with inflation?” In a world where energy prices ripple from the gas pump to the grocery aisle—and even your utility bill—Kevin Wade untangles how rising costs can reshape retirement dreams. Discover the hidden links between everyday expenses, economic trends, and the freedom retirement brings. Emotional transitions, surprising challenges, and practical advice fill the hou...

When the Federal Reserve raises rates, does your retirement plan pass the stress test—or does it unravel? Financial advisor Kevin Wade unpacks why today’s retirees face challenges their parents never dreamed of, from persistent inflation and fading pensions to the new rules of lifetime income. Discover what most people don’t know about Social Security taxation and why a “portfolio” isn’t a true pl...

How does a $40 trillion U.S. national debt trickle down into your retirement plans? As Kevin Wade and Bruce Steinbrock unravel the daunting realities behind pension decline, tax uncertainty, and program pressure, listeners are challenged to rethink what their 401(k) actually means for their future. Discover which overlooked factors could quietly erode your nest egg—and what adjustments might help...

Is parenthood secretly sabotaging your retirement confidence? Discover surprising new data that flips common assumptions about who feels secure as they approach retirement. Kevin Wade, with over 15 years advising families, unpacks the complexities behind these numbers and explores how inflation, long-term care, and family obligations shape our financial futures. Will your written strategy become t...

What if avoiding one uncomfortable conversation could cost your family both time and money? This episode explores why so many successful Americans lack a legacy plan—and how that oversight may impact loved ones when it matters most. Get a candid look at the myths, mental hurdles, and ever-changing tax realities that shape retirement outcomes, and discover what often goes unsaid about planning for...

Is $1 million truly enough to retire, or is that just a catchy headline? Discover why the right “number” is different for everyone, and how focusing on income, not just assets, can make or break your retirement. This episode unpacks the myths, anxieties, and real questions behind modern retirement planning—and reveals why a plan on paper goes far beyond the numbers on your statement. What if your...

Are alarming headlines about Medicare Part D making you rethink your retirement plan? Discover how media noise can spark unnecessary fear and what you truly need to know about policy changes, premium impacts, and your coverage. The mood is calm but cautious as Kevin Wade breaks down the real challenges and offers insights into budgeting, pensions, and self-funding your income floor. What hidden qu...

What if that record-breaking bull market is quietly pushing your retirement plan off track? In this episode, Kevin Wade and Bruce Steinbrock dig deep beneath the surface to reveal the hidden risks that a hot market can sneak into your portfolio. Is your nest egg more vulnerable than you think—and are you overdue for a "rebalance reality check"? Kevin shares how to navigate the good times without l...

What does retirement really look like once the daily grind fades away? Join Kevin Wade and Bruce Steinbrock as they dive into common retirement questions and the surprising emotional challenges that come with newfound freedom. Discover how individual goals, financial planning, and even the dynamics between spouses play a pivotal role in crafting a fulfilling retirement. Personal anecdotes and prac...

What keeps over half of Americans from making a legacy plan—fear, procrastination, or something deeper? On this episode, Kevin Wade and Bruce unravel the surprising reasons so many successful people avoid vital financial decisions, and reveal the hidden challenges that await families without a plan. Listen as the conversation explores not just the dollars and documents, but the remarkable emotiona...

Do you really know what you'll spend in retirement—or are you banking on guesswork? This week on Retire Right with Kevin Wade, we pull back the curtain on the real numbers behind the average retirement lifestyle, exposing why so many pre-retirees underestimate what they'll actually need. Kevin and Bruce Steinbrock go beyond the headlines, revealing the hidden costs, sneaky expenses, and overlooked...

What does true independence look like after your career ends? Discover why even the best-prepared retirees struggle with uncertainty, how the right plan can turn anxiety into confidence, and what critical steps can protect your legacy and family. This episode blends a candid look at health costs, tax pitfalls, and unexpected life turns with the tools to help bring order to your financial “junk dra...

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...