Retirement Wealth Planning

About Retirement Wealth Planning

For over 15 years, Dave Mortach has helped people find peace of mind in retirement through discussing the advantages of fixed indexed annuities and life insurance. His show helps listeners take the right financial steps toward a lasting retirement.

Publisher

A4 Digital

Category

business

Language

en

Explicit

No

First episode

27 Mar 2022

Latest episode

1 Nov 2026

Latest episodes

116 of 218 episodes have a transcript.

1. 

   1 Nov 2026TRANSCRIPT

   November 1st. 2026

   Host John Smith, CFP®, discusses key retirement planning strategies for the year 2026.

2. 

   4 Oct 2026TRANSCRIPT

   October 4th, 2026

   Host [Host Name] interviews [Guest Name] about [Topic] to help listeners [Benefit].

3. 

   27 Sept 2026TRANSCRIPT

   September 27th, 2026

   Host John Smith, CFP, discusses essential retirement wealth planning strategies for listeners.

Inside a recent episode

November 1st. 2026

Published 1 Nov 2026 · Transcript excerpt

[…] What can we do now, Dave, in our early years that could be so critical in the later years for us? Well, so the safety part that I always talk about is so important. There's a thing, Rebecca, that has become a very popular thing to talk about over the last few years. And I agree. It's really important. It really is. And then it's stupid. It's called sequencing. Now, Dave, I have heard that word a little bit on some commercials. Well, here's what it is. sequencing. Dave, I'm telling you right now, I retired and my account made 10%, 10%, 10%, 10% the first four years, Dave. Well, guess what? That is a great sequence. […]

Reach and audience

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

Spotify

5.0 / 5

4 ratings

Podcast Authority Score: 31 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

35

Social presence

0

YouTube

0

Engagement

68