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...
Yield to Reason Podcast | Retirement Income Planning Insights
28 minutes
5 months ago
Why Your Roth Conversion Probably Won't Work
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...
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...