PodcastsRank #13575
Artwork for The Planning For Retirement Podcast

The Planning For Retirement Podcast

Kevin Lao
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InvestingPodcastsBusinessENunited-statesDaily or near-daily
4.9 / 5
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
Top 27.2% by pitch volume (Rank #13575 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
115
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/the-planning-for-retirement-podcast
Cadence: Active weekly
Reply rate: Under 2%

Latest Episodes

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114: Retirement Planning If You Live to 100: 5 Moves You Can't Ignore

Tue Feb 03 2026

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What if you live to be 100 years old? A lot of retirement plans assume your portfolio needs to last 15–25 years… maybe 30 if you’re being conservative. But if you retire at 60 (or earlier) and live to 100, that’s a 40-year time horizon in retirement — and it changes everything. In this episode, I walk through five retirement planning considerations to address longevity risk for retirees in 2026 and beyond, including: • How to build paychecks in retirement (not just a portfolio) • Why getting too conservative can quietly increase risk over a long retirement • How to think about Social Security, pensions, and annuities as guaranteed income tools • Why long-term care planning is a logistics problem (that can become a money problem) • Spending phases: go-go, slow-go, no-go • And a legacy concept I love: giving with a warm hand instead of a cold one 📌 Free resource: I’m including a PDF in the show notes on the Guyton-Klinger “guardrails” decision rules (inflation rule, prosperity rule, portfolio rescue rule, portfolio management rule). Guyton and Klinger Decision Rules 👍 If this was helpful, subscribe and leave a 5-star review on Spotify/Apple Podcasts — it helps us reach and impact more people. Kevin Lao Links: Guyton and Klinger Decision Rules ⁠⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with me here: ​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This is for general education purposes only and should not be considered as tax, legal or investment advice.

More

What if you live to be 100 years old? A lot of retirement plans assume your portfolio needs to last 15–25 years… maybe 30 if you’re being conservative. But if you retire at 60 (or earlier) and live to 100, that’s a 40-year time horizon in retirement — and it changes everything. In this episode, I walk through five retirement planning considerations to address longevity risk for retirees in 2026 and beyond, including: • How to build paychecks in retirement (not just a portfolio) • Why getting too conservative can quietly increase risk over a long retirement • How to think about Social Security, pensions, and annuities as guaranteed income tools • Why long-term care planning is a logistics problem (that can become a money problem) • Spending phases: go-go, slow-go, no-go • And a legacy concept I love: giving with a warm hand instead of a cold one 📌 Free resource: I’m including a PDF in the show notes on the Guyton-Klinger “guardrails” decision rules (inflation rule, prosperity rule, portfolio rescue rule, portfolio management rule). Guyton and Klinger Decision Rules 👍 If this was helpful, subscribe and leave a 5-star review on Spotify/Apple Podcasts — it helps us reach and impact more people. Kevin Lao Links: Guyton and Klinger Decision Rules ⁠⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with me here: ​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This is for general education purposes only and should not be considered as tax, legal or investment advice.

Key Metrics

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Pitches sent
24
From PodPitch users
Rank
#13575
Top 27.2% by pitch volume (Rank #13575 of 50,000)
Average rating
4.9
Ratings count may be unavailable
Reviews
5
Written reviews (when available)
Publish cadence
Daily or near-daily
Active weekly
Episode count
115
Data updated
Feb 10, 2026
Social followers
1.6K

Public Snapshot

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Country
United States
Language
English
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Tue Feb 03 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
1.6K
Contact available
Yes
Masked on public pages
Sponsors detected
No
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Contact preview
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Sponsor signals
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Sponsor mentionsLikely
Ad-read historyAvailable
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4.9 / 5
RatingsN/A
Written reviews5

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Frequently Asked Questions About The Planning For Retirement Podcast

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What is The Planning For Retirement Podcast about?

Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!

How often does The Planning For Retirement Podcast publish new episodes?

Daily or near-daily

How many listeners does The Planning For Retirement Podcast get?

PodPitch shows a public audience band (like "Under 4K / month"). Book a demo to unlock exact audience estimates and how we calculate them.

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