Retire Well with Kelly Racicot

About Retire Well with Kelly Racicot

Your guide to income planning, tax-smart strategies, and a worry-free retirement. Welcome to Retire Well with Kelly Racicot, your trusted source for retirement planning advice and financial confidence. Each episode, Kelly shares straightforward insights on income planning, managing market risk, tax-saving strategies, and estate planning tools to help you make smart financial choices. Designed for retirees and pre-retirees, this show helps you create dependable income, protect your savings, and avoid common retirement mistakes. Tune in and learn how to make your money last, lower your taxes, and enjoy the worry-free retirement you deserve. It’s time to Retire Well—with clarity, confidence, and peace of mind.

Publisher

Kelly Racicot, RICP®

Category

education

Language

en

Explicit

No

First episode

1 Aug 2023

Latest episode

4 Dec 2024

Latest episodes

43 episodes in the feed.

1. 

   4 Dec 2024

   Episode 43 New Retirement Rules For 2025

   Retirement expert Kelly Racicot shares the new retirement account rules for 2025, empowering listeners to optimize their retirement income planning and secure their financial future.

2. 

   13 Nov 2024

   Episode 42 What is Holistic Planning and Why Your Retirement Needs It

   A successful retirement plan should focus on more than just managing your financial accounts. This week we dive into holistic planning. What does mean? And how not taking a holistic approach to your retirement plan can lead to unexpected and often unnecessary expenses.Interesting Readsss.gov: Taxes and your Social Security BenefitKiplinger.com: Why a Good Retirement Plan Isn’t Separate PiecesKelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Reti...

3. 

   30 Oct 2024

   Episode 41 Avoiding Scams That Target Retirees

   On this Halloween edition of Retire Well, we’re shining a light on the frightening world of scams that target retirees. From too good to be true offers to tech savvy schemes, we’ll help you to avoid being tricked and protect your finances.Interesting ReadsUSA.gov How To Place or Lift a Freeze on Your CreditConsumer.ftc.gov: Free Credit Report Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in w...

Reach and audience

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

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

Contact Retire Well with Kelly Racicot

Guest appearances

Books guests

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