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!
Are you looking to retire in the next 10 years? Or maybe even sooner, in the next year or two? “Start planning now for what your retirement is going to look like,” Chamberlin Planning Team Director Josh Reesman says. “You don’t have to have an exact plan, right? Some things may change a little bit. But start to build the scaffolding, I like to say.”
Going into retirement with a plan — a scaffold, a roadmap, whatever terminology you decide to use — is especially important when you think about all the different pieces of the financial puzzle you need to put together, and how those pieces affect each other. In part 2 of their discussion, Josh and Don dive deeper into the pillars of Holistic Planning, what you need to know about each one, and how having a planner who looks at the big picture can help you avoid big, unexpected expenses and enjoy your retirement with confidence and stability.
Click this link to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary!
https://fb.chamberlin-group.com/podcast
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