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History Lessons for the Modern Investor Podcast

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by Patrick Huey

4.9(8 reviews)
142 episodes
Updated Daily
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Podcast Overview

The VIP Retirement Income Lab, with Patrick Huey, CFP®, helps turn portfolios into paychecks. If you’re within five years of retirement – or five years into it – you’ve probably realized that saving was the easy part. In The Retirement Income Lab, we “test” real-world retirement decisions so you don’t have to test them on your own portfolio. Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors. <br/><br/><a href="https://hl4tmi.substack.com?utm_medium=podcast">hl4tmi.substack.com</a>

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🇺🇲

Publishing Since

6/21/2023

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Recent Episodes

Episode thumbnail for 📉 Inflation Is Wrecking Your Retirement Plan | The Planning Mistake That Could Cost You Thousands

July 13, 2026

📉 Inflation Is Wrecking Your Retirement Plan | The Planning Mistake That Could Cost You Thousands

<p></p><p>Most retirees worry about stock market crashes.But one of the biggest threats to your retirement isn't a bear market—it's inflation.Inflation quietly reduces your purchasing power every year. Even "normal" inflation can dramatically increase the amount of income you'll need over a 25- or 30-year retirement. And if your retirement plan still assumes inflation quickly returns to 2%, your plan may be built on unrealistic assumptions.In this episode of the Retirement Income Lab, Certified Financial Planner™ Patrick Huey explains:✅ Why inflation is one of retirement's biggest hidden risks✅ Why the idea that inflation is "transitory" has often been wrong throughout history✅ How inflation affects retirement income planning✅ Why your retirement paycheck needs to grow over time✅ Common retirement planning mistakes that leave retirees vulnerable✅ How much stock exposure retirees may still need✅ Why flexibility matters more than chasing returns✅ How to stress test your retirement plan against inflationIf you're within five years of retirement—or already retired—this episode will help you understand how to build a retirement income strategy designed to preserve purchasing power for decades.Schedule Your Retirement Income Lab AssessmentWondering whether your retirement plan is prepared for long-term inflation?Schedule a Retirement Income Lab Assessment:👉 https://victoryindependentplanning.com/contactWe'll help you evaluate:• Inflation assumptions• Withdrawal strategy• Tax-efficient retirement income• Investment allocation• Long-term purchasing powerSubscribe for Weekly Retirement Planning VideosNew episodes every week covering:• Retirement Income Planning• Roth Conversion Strategies• Retirement Taxes• Social Security• Medicare• Required Minimum Distributions (RMDs)• Safe Withdrawal Strategies• Retirement Investing• Inflation• Sequence of Returns Risk• Tax Planning• Estate PlanningChapters00:00 Inflation Is the Quiet Thief of Retirement02:10 Why Inflation Hurts Retirees More Than Workers05:20 The Dangerous "Transitory Inflation" Myth10:35 The Retirement Planning Mistake Most Advisors Miss15:30 Why Inflation Can Last Much Longer Than Expected20:15 Three Inflation Mistakes Retirees Make25:05 How to Build an Inflation-Resistant Retirement Income Plan30:40 Action Steps to Protect Your Retirement#RetirementPlanning #Inflation #RetirementIncome #FinancialPlanning #Retirement #RetirementInvesting #CFP #RothConversion #SocialSecurity #RetirementTaxes #RetirementStrategy #Investing #PersonalFinance #WealthManagement #RetirementIncomeLab</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://hl4tmi.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">hl4tmi.substack.com</a>

Episode thumbnail for 💰I Have $2 Million in Retirement Savings — What’s the Best Retirement Paycheck Strategy?

June 29, 2026

💰I Have $2 Million in Retirement Savings — What’s the Best Retirement Paycheck Strategy?

<p>You’ve saved $2 million for retirement.Now what?In this episode of The Retirement Income Lab, Patrick Huey, CFP®, answers one of the biggest questions high-saving professionals face:What is the best retirement paycheck strategy if you have $2 million in retirement savings?Because building the portfolio was only part of the job.In this video, we put a real-world retirement income scenario under the microscope and walk through how to turn $2 million into a retirement paycheck that can flex with markets without blowing up your plan.In this episode, you’ll learn:How much income a $2 million retirement portfolio may be able to support🎯Why a 4% withdrawal rate is a starting point, not a magic formula🎯How Social Security changes the amount your portfolio actually needs to provide🎯Why the best retirement paycheck strategy is usually flexible, not rigid🎯How inflation can quietly destroy purchasing power over a 20- to 30-year retirement🎯Why retirees still need some stock exposure to maintain or grow purchasing power🎯Why too much stock exposure at the wrong time can create sequence-of-returns risk🎯How a practical retirement income structure might use cash, bonds, and stocks together🎯Why discretionary spending flexibility can make a retirement plan more durable🎯How tax-aware withdrawals from IRAs, Roth accounts, and taxable accounts can improve retirement incomeThis episode includes a specific example:A retired couple, both age 65$2 million in retirement savings$60,000 per year in combined Social Security$140,000 per year in desired spending$80,000 needed from the portfolio in year oneThat means a 4% starting withdrawal rate.But the real question is not just “Can I take 4%?”It’s:Can I build a retirement paycheck that survives bad markets, inflation, taxes, and a long retirement?That’s what this episode is about.Why this mattersA lot of retirees make one of two mistakes:🙅🏽They get too conservative and let inflation eat away at their purchasing power🙅🏽Or they stay too aggressive and expose themselves to major damage if markets fall early in retirementThis episode explains why both risks matter — and why the best retirement paycheck strategy usually sits somewhere in the middle:Enough growth to fight inflation. Enough stability to survive bad years. Enough flexibility to adapt when real life does not cooperate.<strong>About The Retirement Income Lab</strong>I’m Patrick Huey, CFP®, owner of Victory Independent Planning and host of The Retirement Income Lab.This channel is for high-saving professionals within about five years of retirement — or just into it — who want practical answers to questions like:Can I retire with what I’ve saved?How much can I safely withdraw in retirement?How much risk do I actually need?How do I build a retirement paycheck?What does inflation really do to retirees?How do I make better decisions with my IRA, Social Security, taxes, and investments?No hype. No stock tips. Just data, discipline, and decisions you can live with.Want a second opinion?If you have the savings but not a clear retirement paycheck strategy, schedule a Retirement Income Lab Assessment:https://victoryindependentplanning.com/contactIn your assessment, we can help you:Map your retirement income sourcesStress-test your withdrawal strategyIdentify where your plan is vulnerable to inflation or bad marketsEvaluate how much flexibility your spending really hasCoordinate retirement income with tax planningBuild a retirement paycheck strategy designed to lastTimestamps: 00:00 – I have $2 million in retirement savings… now what? 01:10 – What the best retirement paycheck strategy really has to solve 02:15 – Case study: retired couple with $2M and $140K spending 04:10 – Why a 4% withdrawal rate is not magic 05:10 – Why rigid retirement paychecks can be dangerous 06:10 – Inflation and why retirees still need stock exposure 08:00 – Sequence risk: why too much stock can hurt early in retirement 09:25 – A practical retirement paycheck structure using cash, bonds, and stocks 12:00 – Why “flex” matters in retirement income planning 13:45 – How tax-aware withdrawals improve retirement income 15:10 – What the best retirement paycheck strategy really looks like 16:20 – How to stress-test your own plan 17:15 – Next episode preview: inflation specialIf this video helped you:Like the videoSubscribe to The Retirement Income LabShare it with someone asking how to retire on $2 millionComment below: If you had $2 million saved, would your bigger concern be inflation, taxes, or market risk?#retirementofpartner #RetirementPlanning #RetirementIncome #RetireWith2Million #WithdrawalStrategy #4PercentRule #FinancialPlanning #RetirementPaycheck #Inflation #SequenceOfReturns #SocialSecurity #IRA #RothIRA #CFP #VictoryIndependentPlanning #RetirementIncomeLab</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://hl4tmi.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">hl4tmi.substack.com</a>

Episode thumbnail for 😱 Why Your Financial Advisor Sucks (Or the System Does)

June 17, 2026

😱 Why Your Financial Advisor Sucks (Or the System Does)

<p>Schedule: <a target="_blank" href="http://www.victoryindependentplanning.com/contact">www.victoryindependentplanning.com/contact </a></p><p>Download the book: <a target="_blank" href="https://victoryindependentplanning.com/">https://victoryindependentplanning.com/</a> (Click on “Download Free Retirement Guide.” </p><p>Does your financial advisor really suck?Probably not.But the system many advisors work in just might.In this episode of The Retirement Income Lab, Patrick Huey, CFP®, breaks down why so many investors and retirees feel ignored, underserved, or overcharged by their financial advisor — even when that advisor seems like a perfectly decent person.The real problem is often the business model: too many clients, too little personalization, product-driven advice, and not enough proactive retirement planning.If you’re within 5 years of retirement, already retired, or paying around 1% for wealth management, this episode will help you ask a very important question:What am I actually getting for the fee I pay?In this video, you’ll learn:</p><p>➡️Why your advisor may not be the problem — but the system they operate in is➡️How Dunbar’s number helps explain why advisors with hundreds of clients can’t truly know most of them well➡️Why more clients are not always better for the client➡️How wirehouses, broker-dealers, and even some large RIAs create pressure for growth over stewardship➡️The warning signs that your financial advisor may be giving you generic advice instead of real planning➡️What a healthy advisory relationship should look like➡️What value you should expect for a 1% advisory fee➡️Why investment management alone is not enough to justify what you pay➡️How tax planning, Roth conversions, Social Security timing, Medicare guidance, estate planning, and behavior coaching can create real advisor value➡️The key questions to ask your advisor about fees, fiduciary duty, service model, and client load</p><p>If you’ve ever wondered:❓Is my financial advisor worth 1%?❓Am I getting real retirement planning or just investment management?❓How many clients is too many for one advisor?❓Should I get a second opinion on my retirement plan?I❓s my advisor really acting as a fiduciary?…this episode is for you.Why this matters:A retirement plan usually doesn’t fail because of one bad mutual fund.It fails because the relationship around the plan breaks down under stress.When markets fall, taxes change, healthcare costs rise, or retirement gets closer, you don’t need a product pitch. You need a steward who knows your situation, understands your goals, and can guide you through real decisions.That’s what this episode is about.</p><p><strong>About Patrick Huey and The Retirement Income Lab</strong>I’m Patrick Huey, CFP®, owner of Victory Independent Planning and host of The Retirement Income Lab.This channel is for high-saving professionals within about five years of retirement — or just into it — who want clear answers to the questions that matter most:Can I retire?How much risk do I really need?How much of my IRA belongs to the IRS?What am I really getting from my advisor?How do I turn my portfolio into a paycheck I can actually live on?No hype. No stock tips. Just data, discipline, and decisions you can live with.Want a second opinion?If you’re not sure whether your current advisor relationship is delivering real value, or whether your retirement plan is built to hold up under pressure, schedule a Retirement Income Lab Assessment:https://victoryindependentplanning.com/contactIn your assessment, we can help you:Review your current retirement planEvaluate your advisor’s service modelAssess whether your advisory fee is justifiedIdentify gaps in tax, income, healthcare, and estate planningStress-test your retirement income strategyDetermine whether you’re getting stewardship or just generic adviceTimestamps: </p><p>00:00 – Does your advisor really suck? </p><p>01:05 – Why the real problem is often the system </p><p>02:00 – Dunbar’s number and too many client relationships </p><p>04:10 – How the wirehouse model created this problem </p><p>06:05 – Why the same issue is showing up in large RIAs </p><p>07:25 – Warning signs your advisor’s model is failing you </p><p>11:00 – What a healthier advisor relationship looks like </p><p>13:20 – What are you getting for the 1% you pay? </p><p>15:15 – Where real advisor value should come from </p><p>17:20 – Questions to ask your advisor right now </p><p>20:15 – Why retirement plans fail under stress </p><p>21:40 – When it’s time to get a second opinionIf this video helped you:Like the videoSubscribe to The Retirement Income LabShare it with someone who’s paying an advisor but wondering what they’re really getting</p><p><strong>Comment below:</strong> What do you expect from a financial advisor for 1%?#FinancialAdvisor #RetirementPlanning #RetirementIncome #Fiduciary #AdvisorFees #WealthManagement #FinancialPlanning #Retirement #CFP #RIA #RothConversions #SocialSecurity #MedicarePlanning #RetirementIncomeLab #VictoryIndependentPlanning</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://hl4tmi.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">hl4tmi.substack.com</a>

142 total episodes available

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What is History Lessons for the Modern Investor Podcast?

The VIP Retirement Income Lab, with Patrick Huey, CFP®, helps turn portfolios into paychecks. If you’re within five years of retirement – or five years into it – you’ve probably realized that saving was the easy part.

In The Retirement Income Lab, we “test” real-world retirement decisions so you don’t have to test them on your own portfolio.

Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors. <br/><br/><a href="https://hl4tmi.substack.com?utm_medium=podcast">hl4tmi.substack.com</a>

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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