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Retire With Confidence

Retire With Confidence

By: Dave Zaegel CPA CFP
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Summary

 The Retire With Peace podcast brings you actionable information for your retirement planning. Topics include financial planning, taxes, investments, social security, Medicare, personal health & wellness, and much more. Join Dave Zaegel, CPA, CFP as he covers various financial and lifestyle topics to help you Retire With Peace.2022
Episodes
  • Ep 198: Don't Fight the Trend

    Ep 198: Don't Fight the Trend
    May 5 2026

    This episode emphasizes the importance of not fighting market trends in retirement planning. It advocates for small, disciplined adjustments rather than drastic moves, highlighting the value of a solid planning foundation and strategic flexibility.
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    6 mins
  • Ep 197: 60/40 versus 70/30

    Ep 197: 60/40 versus 70/30
    Apr 28 2026

    This episode discusses the optimal bond and stock allocation for retirement portfolios, emphasizing the importance of aligning bond maturities with income needs rather than focusing solely on percentage allocations.
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    7 mins
  • Ep 196: One-off Withdrawals

    Ep 196: One-off Withdrawals
    Apr 21 2026

    This episode addresses common concerns about making one-time withdrawals from retirement accounts. Host Dave Zaegel explains why small, one-off withdrawals typically don't jeopardize your retirement plans, especially when they represent a small percentage of your total savings.
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    6 mins
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