Where can I listen to this podcast?

This podcast is available on 7 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.

The Planning For Retirement Podcast

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by Kevin Lao

4.8(30 reviews)

131 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality52

Social0

YouTube82

Engagement51

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Podcast Overview

After more than 17 years serving retirees, I’ve seen the same pattern: people spend 30–40 years building wealth, but the biggest financial decisions happen right before and after retirement. I’m Kevin Lao, a fiduciary financial advisor specializing in retirement income planning, Roth conversions, Social Security, tax strategies, RMDs, and smart investing for those with $1M+ saved. If you’re within 10 years of retirement or already retired and want clarity, confidence, and tax-efficient income, this podcast is for you. Bonus points if you love golf!

Language

🇺🇲

Publishing Since

2/1/2021

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

Perfect fit!

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Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality52

Social0

YouTube82

Engagement51

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

38 minutes

Performing excellently!

good

Show Notes Quality

3.0/5

Recommendations available

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needs improvement

Publishing Consistency

Every 18 days

Recommendations available

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Recent Episodes

July 14, 2026

130: The Retirement Playbook Changes When You're Single (Here's What Nobody Talks About)

Host Kevin Lao, a retirement planning expert, discusses the unique financial strategies single individuals need for a successful retirement, covering Social Security, taxes, and estate planning.

July 7, 2026

129: Retirement Q&A: 4% Rule, 60/40 Portfolio, Trump Accounts & Biggest Regret

Financial planner Kevin Lao answers listener questions about the 4% rule, 60/40 portfolios, Trump accounts, and retirement regrets.

June 23, 2026

Ep. 128: 5 Reasons Delaying Social Security Could Be a Mistake

Financial planner Kevin Lao explores five scenarios where claiming Social Security early benefits retirees, offering insights into claiming strategies and their impact on financial plans.

131 total episodes available with 23 transcripts

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Frequently asked questions

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What is The Planning For Retirement Podcast?: After more than 17 years serving retirees, I’ve seen the same pattern: people spend 30–40 years building wealth, but the biggest financial decisions happen right before and after retirement.

I’m Kevin Lao, a fiduciary financial advisor specializing in retirement income planning, Roth conversions, Social Security, tax strategies, RMDs, and smart investing for those with $1M+ saved.

If you’re within 10 years of retirement or already retired and want clarity, confidence, and tax-efficient income, this podcast is for you. Bonus points if you love golf!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 7 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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