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
Building a Pension When You Don’t Have One
Feb 1000:11:40Tap to summarizeWhat if the most reliable paycheck in retirement doesn’t come from the market at all? This episode breaks down how guaranteed income works in real life, from Social Security strategies—even for the ultra-wealthy—to building additional income streams that feel pension-like. The conversation explores why Social Security covers only part of most retirees’ needs, how claiming decisions can change lifetime income, and how certain annuities are used to create consistent cash flow. You’ll also hear how planners calculate an income “baseline,” reduce exposure to market swings, and think through risks like longevity, market timing, and long-term care. It’s a practical look at cash flow and stability in retirement planning. 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 Couples Lose Control When Finances Aren’t Shared
Feb 300:14:12Tap to summarizeOne spouse handles the money until suddenly they can’t. This episode dives into why that dynamic puts couples at risk and how shared financial awareness can change everything. Using real client stories, the conversation explores common blind spots, what happens when only one person knows the plan, and why money decisions are more like parenting than household chores. From retirement roadmaps to everyday details like insurance and accounts, the discussion highlights how engagement from both partners leads to confidence, clarity, and better choices. It also tackles disagreements around saving versus spending and shows how aligning goals helps couples design a retirement that actually reflects how they want to live. 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 Estate Mistake Most Families Don’t See Coming
Jan 2700:14:09Tap to summarizeA viral story of an 88‑year‑old man still working full‑time sparks a deeper conversation about what it really takes to secure a stable, dignified retirement. In this episode, the team breaks down why relying on a single income source can leave you vulnerable and how thoughtful planning creates long‑term confidence. They also explore the often‑overlooked importance of estate documents, from trusts to beneficiaries to powers of attorney, and why waiting “someday” can leave loved ones with chaos instead of clarity. 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 →Fear, Finances, and the Unexpected Truth About Retirement Readiness
Jan 2000:10:20Tap to summarizeAmericans pour passion and money into their favorite sports teams, so why doesn’t that same energy go into planning their financial future? In this episode, Paul and Travis dive into the surprising disconnect between emotional investment in sports and hesitancy toward professional financial guidance. They unpack the rise of DIY planning, the pitfalls of relying solely on Google or AI, and the often‑overlooked emotional hurdles couples face when preparing for 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 →Is the Grass Really Greener? The Truth About Moving in Retirement
Jan 1300:11:11Tap to summarizeIs moving really the secret to a happier retirement, or does true fulfillment come from smart planning and strong community ties? This episode explores why location isn’t everything, sharing real stories of retirees who moved away only to return, and the surprising factors that shape retirement satisfaction. Discover how financial strategies, family, and friendships can outweigh climate and cost of living when deciding where to spend your golden years. 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 →Before You Sign Anything: The Red Flags Retirees Miss
Jan 600:16:42Tap to summarizeMillions of Americans are rushing into retirement and that surge is creating the perfect environment for bad financial advice to thrive. In this episode, Travis and Paul break down the red flags every retiree should watch for, from high‑pressure sales tactics to hidden fees and unrealistic promises. They explain why a deliberate, well‑structured planning process matters more than ever and how understanding your “purpose of money” can protect your future. 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 →Gen X: Have You Saved Enough For Retirement?
Dec 3000:13:52Tap to summarizeFor Gen X, retirement is approaching quickly, and the real worry isn’t net worth, but whether their money will last. In this episode, Paul and Travis break down why “cashflow is king,” why the last 10 years before retirement matter most, and how purposeful planning can relieve overwhelming anxiety. They explore strategies like increasing contributions, using Roth accounts, building a retirement roadmap, and understanding the misunderstood world of annuities. For Gen X, retirement bites 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 →Warren Buffett
Jun 17, 2025Tap to summarizeIn this episode of Ivanoff Retirement Insights, Paul and Travis discuss essential strategies for retirement planning, focusing on the importance of emotional control in investing, understanding social security benefits, and creating a customized income strategy for retirement. They emphasize the need for a solid retirement plan that aligns with individual goals and risk tolerance, while also addressing common misconceptions about market volatility and social security claims. 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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