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!
📚 “This is as much about education as it is about anything else.” C2P Enterprises and JJ Smith Group founder Jason Smith literally wrote the book on bucket planning, and in part 2 of his conversation with Certified Financial Fiduciary Don Chamberlin, he gives more insight into what inspired him to get into the weeds of holistic financial planning.
At Chamberlin, we know many retirees’ top concern is making sure they don’t outlive their money. When market volatility and financial instability threaten your peace of mind, it’s important to know you have a strategy in place to weather the storm. Bucket planning ensures that the wealth you’ve accumulated is not just distributed wisely, but set up for long-term preservation and growth as well. Join Don and Jason for the second part of their wide-ranging discussion of helping American retirees live out their retirement dreams with confidence and clarity. Ready to join them on that journey?
Click this link to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary®!
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