A Well-Rounded Retirement Plan

About this episode

This episode explores the essential components of a well-rounded financial plan for retirement, beyond just investment accounts.

What does a well-rounded financial plan really look like? Is it just having a few strong investment accounts, or is there more to it? In this episode of The Retirement Income Show, we go beyond balances and portfolios to explore the key pieces that truly create retirement confidence. From Social Security and pension decisions to tax strategy, estate planning, and healthcare considerations, we outline what it takes to build a plan that’s built to last. If you want to know whether you’re truly ...

People in this episode

Host: Dave Stearns

Topics covered

• financial planning
• retirement confidence
• Social Security
• pension decisions
• tax strategy
• estate planning
• healthcare considerations

Keywords

• retirement plan
• financial plan
• investments
• Social Security
• pensions
• tax strategy
• estate planning
• healthcare

More episodes of The Retirement Income Show with Dave Stearns

• The Fallacies of Wall Street · June 6, 2026 · 25 min
• Top 5 Retirement Mistakes to Avoid · May 23, 2026 · 25 min
• Basics of Income Investing · May 16, 2026 · 24 min
• What Makes a Happy Retirement? · May 9, 2026 · 24 min
• Handling Pensions & 401(k) Plans · May 2, 2026 · 24 min
• Fringes of Retirement Planning · April 25, 2026 · 24 min