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!
20episodes
Episodes
Newest firstAll episodes
Retire or Keep Going? The Power of Having the Choice
3w ago00:10:50Tap 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.
Transcribe →Why the Last Stretch Before Retirement Is So Risky
Apr 2800:09:51Tap to summarizeFive years before retirement can feel like the finish line—and the pressure is real. In this episode of Ivanoff Retirement Insights, Paul and Travis Ivanoff break down why timing matters when it comes to retirement guidance, and what shifts as you move from saving to living off your money. They unpack the risks of waiting too long, explain the “red zone” before retirement, and share how taxes, income planning, long-term care, and market volatility all intersect in the final stretch. Whether you’re 10 years out or closer than expected, this conversation highlights what changes as retirement comes into focus. 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 the Retirement Clock Starts Ticking Earlier Than Planned
Apr 2100:11:40Tap to summarizeWhat if a job loss late in your career isn’t the end of your retirement plans—but the moment everything becomes clearer? With layoffs still hitting older workers, Paul and Travis Ivanoff break down how people in their 60s can prepare for an unexpected exit from the workforce. The conversation explores building income clarity, creating realistic budgets, understanding healthcare options, and mapping out multiple retirement scenarios before pressure sets in. They also discuss why having a distribution strategy matters more than chasing returns, and how planning ahead can turn uncertainty into flexibility at a critical stage of life. 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 After the Welcome Home Ends: A Conversation with Dave Coker
Apr 1600:08:49Tap to summarizeWhat happens to military families when the headlines fade and real life sets in? In this episode, Travis Ivanoff shares highlights from his recent trip to Nashville, where he sat down with Dave Coker, president of Fisher House Foundation. The conversation explores how Fisher House supports military and veteran families during medical crises, loss, and long-term recovery. From building “homes away from home” near medical centers to creating communities for families facing unimaginable challenges, Dave explains the mission, the impact, and the human stories behind the work. 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 →Reinventing Life After the Spotlight: A Conversation with Stokes Nielson
Apr 1400:09:56Tap to summarizeWhat happens when a country music veteran keeps finding new chapters instead of slowing down? After a conversation in Nashville with Lost Trailers frontman Stokes Nielson, Travis Ivanoff explores how reinvention, curiosity, and financial awareness shape life well beyond a single career. From music and media to community causes and personal purpose, Stokes shares why staying engaged matters at every age. The discussion connects these ideas to retirement planning, showing how financial foundations can support freedom, flexibility, and the confidence to pursue what’s next—no matter when that next chapter begins. 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 →Why Retirement Spending Feels So Uncomfortable
Mar 2400:13:12Tap to summarizeWhy do people who’ve saved well still hesitate to spend in retirement? In this episode of Ivanoff Retirement Insights, Paul and Travis Ivanoff unpack how upbringing, market memories, and past financial stress shape spending habits long after work ends. Through real client stories and personal examples, they explore why shifting from saving to spending can feel uncomfortable—even with a solid plan in place. The conversation highlights the emotional side of retirement decisions, the fear triggered by market swings, and the challenge of giving yourself permission to enjoy what you’ve built. 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 Hidden Risk of Living Off a Portfolio Alone
Mar 1700:13:24Tap to summarizeWhat happens when the paychecks stop, but the spending doesn’t? This episode breaks down why even high earners can run out of money and why retirement failure is rarely about income alone. Paul and Travis Ivanoff unpack real-world examples—from professional athletes to everyday retirees—to explain how behavior, budgeting, and planning collide. They walk through the idea of giving every dollar a purpose, building income floors, and using multiple “buckets” to handle market volatility, so retirement isn’t left at the mercy of a single portfolio. 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 “Playing It Safe” Costs You the Retirement You Wanted
Mar 1000:10:35Tap to summarizeWhat if the real retirement risk isn’t running out of money—but never enjoying it? In this episode of Ivanoff Retirement Insights, the conversation centers on how much retirees can confidently spend without letting fear dictate their lifestyle. Drawing from recent Morningstar commentary, Paul and Travis discuss why rigid withdrawal percentages can lead to underspending and how building a reliable income baseline changes the equation. The discussion explores flexible spending, guardrails, and planning approaches designed to support travel, lifestyle choices, and peace of mind throughout retirement. 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 One Paycheck Isn’t Enough in Retirement
Mar 300:13:15Tap to summarizeAn 88‑year‑old grocery store worker goes viral—and his story exposes a hard truth about retirement. This episode unpacks the cautionary tale behind a pension loss that forced continued work, then pivots to the real-world risks many retirees face: relying on a single income stream, market downturns, and outdated estate plans. The conversation explores building multiple income sources, balancing stability with growth, and why estate planning is about order—not wealth. From beneficiary mistakes to trusts and powers of attorney, this episode connects income planning, tax awareness, and legacy decisions into one clear retirement conversation.See omnystudio.com/listener for privacy information.
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