The Retirement Planner
The Retirement Planner
Podcast Description
Welcome to The Retirement Planner, where we’re reimagining what retirement means for American families. Hosted by Don Chamberlin, the leader of a fiduciary firm with a mission to shatter the status quo of financial misinformation, this podcast helps transform complex retirement topics into clear, actionable wisdom. Each episode empowers listeners with honest conversations about the decumulation phase of life—that crucial transition from earning to living off your savings. We dive deep into topics like Social Security timing, tax strategies, and creating guaranteed income streams, all while keeping things straightforward. Whether you’re five years from retirement or already there, we’re here to help you stop lying awake at night worrying about market downturns or outliving your savings. Through expert interviews, myth-busting segments, and real stories from everyday Americans, we’re building a community where retirement planning isn’t about fear—it’s about freedom. The Retirement Planner brings the same holistic, education-first approach that’s helped countless families turn their retirement dreams into reality. From cross-country road trips to weekly grandkid visits, we’re here to help you build a retirement that works for your life. Join us as we explore how to make your money work as hard as you have, bringing clarity and confidence to your retirement journey. New episodes every month!
Podcast Insights
Content Themes
Episodes focus on essential retirement planning topics such as Social Security timing, tax strategies, and creating guaranteed income streams. For example, Episode 2 features a discussion on tax management strategies, asset allocation for tax efficiency, and dynamic tax brackets, while Episode 1 addresses tax-efficient funnels and the order of money in retirement.
Welcome to The Retirement Planner, where we’re reimagining what retirement means for American families. Hosted by Don Chamberlin, the leader of a fiduciary firm with a mission to shatter the status quo of financial misinformation, this podcast helps transform complex retirement topics into clear, actionable wisdom. Each episode empowers listeners with honest conversations about the decumulation phase of life—that crucial transition from earning to living off your savings. We dive deep into topics like Social Security timing, tax strategies, and creating guaranteed income streams, all while keeping things straightforward. Whether you’re five years from retirement or already there, we’re here to help you stop lying awake at night worrying about market downturns or outliving your savings. Through expert interviews, myth-busting segments, and real stories from everyday Americans, we’re building a community where retirement planning isn’t about fear—it’s about freedom. The Retirement Planner brings the same holistic, education-first approach that’s helped countless families turn their retirement dreams into reality. From cross-country road trips to weekly grandkid visits, we’re here to help you build a retirement that works for your life. Join us as we explore how to make your money work as hard as you have, bringing clarity and confidence to your retirement journey. New episodes every month!
It’s football season again, so imagine this: Your team is inside the 10 yard line and it’s first down. You have four chances to get points on the board, so the last thing you want to do is fumble, or throw an interception. You have to take advantage of the opportunities you have to the best of your ability.
Retirement planning is no different! When you get close to or fully entire your retirement years, you want to preserve your assets and make sure they last. A “fumble” in those critical years can mean a long, difficult recovery. That’s where bucket planning can be a key page in your playbook.
Join Certified Financial Fiduciary Don Chamberlin and his son Don III (“D.C.”) for the final episode of The Retirement Planner Podcast’s first season, and learn more about this time-segmenting strategy and how it can help you weather market volatility and live out your retirement dreams with confidence and peace of mind.
Ready to learn more? Click this link to schedule your no-fee 20-minute Strategy Session with one of Chamberlin’s Certified Financial Fiduciaries®!
https://fb.chamberlin-group.com/podcast
Sources:
- Prosperity Capital Advisors. (n.d.). Don Chamberlin III.https://prosperitycapitaladvisors.com/don-chamberlin-iii/
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- Rogers, M. (n.d.). What Are Appropriate Financial Advisor Fees in 2025?. 360 Financial.https://www.360financial.net/post/what-is-appropriate-fee-for-financial-advisor#:~:text=What%20is%20a%20typical%20financial,a%20firm’s%20fee%20schedule%20works.
- Goyal, A., & Huang, J. (n.d.). An Empirical Evaluation of Tax-Loss-Harvesting Alpha. MIT Open Access Articles. Retrieved fromhttps://dspace.mit.edu/bitstream/handle/1721.1/135992/SSRN-id3351382.pdf?sequence=2&isAllowed=y
- Wolters Kluwer. (n.d.). Historical Income Tax Rates. Retrieved fromhttps://www.wolterskluwer.com/en/expert-insights/whole-ball-of-tax-historical-income-tax-rates
- Edelman Financial Engines. (n.d.). Pros and Cons of Roth Conversion – Tax. Retrieved fromhttps://www.edelmanfinancialengines.com/education/tax/roth-conversion-pros-and-cons/
- Principal Financial. (n.d.). What’s the 59½ rule for early retirement savings withdrawals?. Retrieved fromhttps://www.principal.com/individuals/build-your-knowledge/whats-59-half-rule-early-retirement-savings-withdrawals
- Centers for Medicare & Medicaid Services. (n.d.). 2025 Medicare Parts A & B Premiums and Deductibles. Retrieved fromhttps://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
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