Podcast
Ivanoff Retirement Insights
Hosted by Travis Ivanoff · EN
When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
28episodes
Episodes
Newest firstAll episodes
Do You Really Need $1 Million to Retire?
3d ago00:20:36Tap to summarizeIs the million-dollar retirement goal really the benchmark everyone should chase? Paul and Travis Ivanoff explore why retirement readiness may have less to do with hitting a specific savings number and more to do with income, lifestyle, spending habits, and planning. The guys discuss Social Security, pensions, withdrawal strategies, long-term care considerations, and why some retirees with substantial assets still struggle to spend confidently. The conversation highlights how retirement goals, family needs, and personal priorities can shape a retirement strategy far more than a single account balance. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →The Cost of Waiting Too Long to Retire
1w ago00:11:57Tap to summarizeWhat if retirement happens before you're ready or long after you should have left? Paul and Travis Ivanoff explore the balance between retiring early and delaying retirement, including the financial, emotional, and lifestyle factors that influence the decision. They discuss retirement readiness, preparing for unexpected events like layoffs or health changes, coordinating retirement timelines with a spouse, and why having a plan matters more than picking a specific retirement age. Plus, they share real-world examples of early retirees and the lessons learned from clients who waited too long. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →Can Your Portfolio Survive Retirement's Biggest Fear?
2w ago00:09:20Tap to summarizeWhat happens when the paycheck stops and your retirement savings become your income source? Paul and Travis Ivanoff discuss why retirement planning is about more than market headlines, earnings reports, or geopolitical events. They explore the psychological shift from saving for retirement to living on your savings, how to evaluate portfolio risk, and why having a clear income strategy matters. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →Your Portfolio May Be Riskier Than You Think
3w ago00:09:16Tap to summarizeYour portfolio may be taking more risk than you realize even if you haven’t changed a thing. Paul and Travis Ivanoff unpack the overlooked issue of portfolio drift, explaining how market gains can quietly shift your asset allocation, increase risk exposure, and move you away from your original retirement goals. They discuss why ongoing portfolio monitoring matters, how rebalancing works, the role of tax-loss harvesting, and the value of a portfolio X-ray in uncovering hidden risks. Learn why a “set it and forget it” approach can create unintended consequences for retirement investors. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth Management See omnystudio.com/listener for privacy information.
Transcribe →The “Dirty Sponge” Mistakes Hiding in Your Retirement Plan
Jul 700:09:44Tap to summarizeThe smallest retirement mistakes can turn into the biggest financial headaches. Paul and Travis Ivanoff use the idea of a “dirty sponge” to highlight the overlooked details that can create costly consequences in retirement. They discuss why taxes often surprise retirees, how required minimum distributions can impact income, the importance of beneficiary and estate planning, and why Roth conversions deserve attention long before retirement. The conversation also explores balancing growth and preservation, avoiding one-size-fits-all advice, and finding opportunities for greater tax efficiency based on your unique financial situation. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →What Happens When Healthcare Costs Derail Retirement?
Jun 3000:10:56Tap to summarizeA single health event could become the biggest threat to an otherwise solid retirement plan. In this episode, Paul and Travis Ivanoff discuss why healthcare costs, Medicare planning, and long-term care deserve a dedicated place in every retirement strategy. They explain how unexpected medical expenses can impact savings, why many retirees overlook long-term care risks, and how asset-based planning may help protect assets while preserving options for beneficiaries. The conversation also explores real-life examples of families facing rising care costs and the importance of preparing for expenses that are difficult to predict. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth Management See omnystudio.com/listener for privacy information.
Transcribe →Building Your Own Retirement Paycheck
Jun 1700:12:11Tap to summarizePaul and Travis Ivanoff break down the shift from pensions to self-funded retirements and why more Americans are working longer. They explore how income strategies like Social Security and annuities can recreate a reliable monthly paycheck, while balancing growth and risk. The conversation covers honest client scenarios, tough financial realities, and creative solutions—from saving more to downsizing or relocating—to help build a clearer retirement path. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →The Silent Fee Drain in Your Retirement Account
Jun 900:14:47Tap to summarizeHidden fees could be quietly draining your retirement without you realizing it. This episode breaks down how advisory fees, fund expenses, and commissions stack together, and why knowing your “all-in” cost matters. Paul and Travis Ivanoff explain how to evaluate value versus cost, uncover overlooked charges, and shift focus from simple accumulation to a comprehensive retirement plan that includes tax strategy, income planning, and long-term care considerations. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →Retire or Keep Going? The Power of Having the Choice
May 1200:10:50Tap to summarizeWorking at 81 sounds exhausting—unless you don’t actually need the paycheck. This episode unpacks why some retirees keep working by choice, not necessity, and what makes that possible. Paul and Travis Ivanoff share real client stories of retirees finding purpose through part-time jobs, volunteering, and social connections—while relying on structured income from annuities, Social Security, and pensions. The conversation highlights how a clear retirement plan transforms work into an option, not an obligation, and why purpose and community often become the real priorities after leaving a full-time career. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
Transcribe →When Retirement Becomes Pickleball: Mixing Plans Without a Strategy
May 500:09:21Tap to summarizeRetirement planning shouldn’t feel like a random mash‑up of half‑finished ideas. Using pickleball as a surprisingly fitting metaphor, Paul and Travis Ivanoff break down what happens when people DIY their retirement plan based on friends, neighbors, or internet advice. The conversation explores why a portfolio alone isn’t a plan, how the purpose of each dollar matters, and where small structural mistakes can create big problems later. The episode highlights the difference between doing “good” and being truly efficient when it comes to retirement income, risk, and long‑term strategy. Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights! Contact Us: Ivanoff Wealth ManagementSee omnystudio.com/listener for privacy information.
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