Financial Planning for Those Retiring in 5-10 Years: The Podcast

About Financial Planning for Those Retiring in 5-10 Years: The Podcast

If you’re within 5–10 years of retirement, this podcast is for you. Kolin breaks down the real financial decisions, beyond just returns, that can help you work towards reaching your financial goals. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) <u> are not </u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Publisher

Kolin Hayes

Category

arts

Language

en

Explicit

No

First episode

17 Apr 2026

Latest episode

7 Oct 2026

Latest episodes

20 episodes in the feed.

1. 

   7 Oct 2026

   Questions You Should Be Asking Your Financial Advisor | Episode 20

   Your financial advisor should be someone you can turn to with questions about your entire financial life, not just your investments. In this episode, I walk through the questions you should be asking your advisor, especially if you're within 5–10 years of retirement. ➡️ Book your free consultation to see how I may be able to help you work to get on track with your financial plan: https://kolinhayes.com/ ➡️ Join 100+ other readers who receive my free financial planning newsletter called "The ...

2. 

   22 Sept 2026

   What Happens To My Taxable Brokerage Account When I Die? | Episode 19

   Your taxable brokerage account has a unique opportunity for tax planning. At the death of the account owner, depending on how the account is titled, the beneficiaries may receive a "Step Up" in basis. This means the unrealized gain in the account can be essentially erased & if those shares are sold, the taxes owed can be $0. This episode walks through how the "Step Up" in basis works. ➡️ Book your free consultation to see how I may be able to help you work to get on track with...

3. 

   8 Sept 2026

   What Your Investment Statement Doesn't Tell You | Episode 18

   Your investment statement is great to look at to see how your investments have done, but it does not tell you the entire picture of your retirement. Your investment statement lacks the necessary details that can affect your retirement. This episode I talk through the multitude of decisions and questions that your investment statement does not answer. ➡️ Book your free consultation to see how I may be able to help you work to get on track with your financial plan: https://kolinhayes.com/...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Contact Financial Planning for Those Retiring in 5-10 Years: The Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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