Yield to Reason Podcast | Retirement Income Planning Insights
Brandon Roberts | Retirement Income Planning Expert
11 episodes
3 months ago
Send us a text Episode Description In this eye-opening episode, Brandon challenges everything you thought you knew about retirement in America. Through historical context and current data, he reveals why the concept of "American Retirement" is actually a myth – and what that means for your financial planning strategy. Key Takeaways The average American retires at age 62 – not 65, 67, or 70 as commonly suggested by financial plannersNearly 40% of retirees return to work in some capacity, with...
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Send us a text Episode Description In this eye-opening episode, Brandon challenges everything you thought you knew about retirement in America. Through historical context and current data, he reveals why the concept of "American Retirement" is actually a myth – and what that means for your financial planning strategy. Key Takeaways The average American retires at age 62 – not 65, 67, or 70 as commonly suggested by financial plannersNearly 40% of retirees return to work in some capacity, with...
Send us a text Episode Description In this eye-opening episode, Brandon challenges everything you thought you knew about retirement in America. Through historical context and current data, he reveals why the concept of "American Retirement" is actually a myth – and what that means for your financial planning strategy. Key Takeaways The average American retires at age 62 – not 65, 67, or 70 as commonly suggested by financial plannersNearly 40% of retirees return to work in some capacity, with...
Send us a text Ready for a reality check? While income-focused investing can be a cornerstone of retirement success, it's not the bulletproof strategy many believe it to be. In this eye-opening episode, host Brandon Roberts pulls back the curtain on the hidden risks that could derail your golden years. What You'll Discover The uncomfortable truth: There's no such thing as risk-free retirement investing. But knowledge is power, and understanding these risks is your first line of defense. Real-...
Send us a text The #1 Fear Every Retiree Faces (And How to Conquer It) What if your retirement savings could last forever? That haunting question—"Will I run out of money?"—keeps more retirees awake at night than any other financial concern. But what if there was a surprisingly simple solution hiding in plain sight? In this eye-opening episode of Yield to Reason, host Brandon Roberts reveals the counterintuitive secret that's helping his clients sleep soundly: Stop selling your assets. Real P...
Send us a text 🎯 The Big Question Everyone's Asking You've heard the heated debates. Financial advisors are split down the middle. Some call annuities the "worst financial product ever created," while others swear they're retirement game-changers. Meanwhile, Americans just bought over $434 billion worth of annuities in 2024 alone – that's nearly 50% more than a decade ago. So what's the real story? Are annuities brilliant retirement tools or expensive mistakes waiting to happen? 💡 What You'...
Send us a text What if everything you've been told about Social Security timing is wrong? The financial world has been singing the same tune for years: delay Social Security until age 70 for maximum benefits. But host Brandon Roberts is here to challenge that conventional wisdom with a reality check that might change how you think about your retirement strategy. The Uncomfortable Truth About "Optimal" Planning Sure, waiting until 70 gives you a guaranteed 8% annual increase in benefits. The...
Send us a text Guest: Justin Snider - Government contractor from California, US Air Force veteran, and former Series 7 licensed trader who recently transitioned to income-focused investing just 3.5 months ago. Follow his journey at @401k_income on Instagram. The Discovery and Transition Justin's journey into income-focused investing began with a simple text message from a coworker recommending Steve Selengut's "Retirement Money Secrets." Despite his background as a Series 7 licensed trader, h...
Send us a text What if everything you've been told about retirement tax planning is wrong? In this eye-opening episode of Yield to Reason, host Brandon Roberts tackles the sacred cows of retirement planning head-on. Spoiler alert: that fancy tax footwork everyone's raving about might not be the game-changer you think it is. What You'll Discover: The Roth Conversion Controversy 🔥 Why the "heretical" truth about Roth conversions might shock youReal-world data showing modest benefits (hint: it...
Send us a text Guest: Steve Selengut, Author of "Retirement Money Secrets" Host: Brandon Roberts Episode Overview In this episode, we dive deep into a retirement income strategy that most people have never heard of but could dramatically change your financial future. Steve Selengut, who managed over $100 million for clients as an investment advisor, shares how he built substantial retirement income using closed-end funds - investments that have been around for 200 years but are largely igno...
Send us a text In this episode of Yield to Reason Podcast, host Brandon Roberts tackles one of the most common arguments against income-focused investment plans: "Won't I have more money if I simply invest passively in the S&P 500?" Brandon breaks down the theoretical appeal of index investing versus its practical application in real-life retirement planning. Key Points Discussed The Perceived Perfection of Index Investing Index investing is often positioned as the ultimate investment c...
Send us a text Episode Description In this episode, we're sharing five practical options for building reliable retirement income. Moving beyond the traditional "save and hope" approach, we explore various income-focused strategies that can help create a steady cash flow during your retirement years. Whether you're just starting to plan or are nearing retirement, these accessible options can help you build the retirement lifestyle you actually want. What You'll Learn Why focusing on income g...
Send us a text Episode Description In this inaugural episode of the Yield to Reason Podcast, host Brandon Roberts introduces a fresh perspective on retirement planning that could transform how you prepare for your future. After nearly two decades in the financial industry, Brandon reveals why shifting your focus from simply growing your nest egg to building reliable income streams is the key to retirement success. What You'll Learn Why retirement income planning is more important than just a...
Yield to Reason Podcast | Retirement Income Planning Insights
Send us a text Episode Description In this eye-opening episode, Brandon challenges everything you thought you knew about retirement in America. Through historical context and current data, he reveals why the concept of "American Retirement" is actually a myth – and what that means for your financial planning strategy. Key Takeaways The average American retires at age 62 – not 65, 67, or 70 as commonly suggested by financial plannersNearly 40% of retirees return to work in some capacity, with...
