Podcast
Wealth Creator Radio with Eric Heckman, CFP
Hosted by Eric Heckman · EN
Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan.
Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confidence. Each episode is packed with sound advice and real-world examples to help you achieve financial peace of mind on topics such as retirement planning, financial planning, income structuring, tax optimization, and longevity planning.
We share how to create a robust financial plan tailored to your retirement needs, strategies for structuring your money to ensure a steady income stream throughout your retirement, expert advice on how to efficiently take money out of your retirement accounts, how to place your assets in the right tax pockets to maximize your savings, how to make your money last as long as you do and more.
Tune in to Wealth Creator Radio on all major podcasting platforms, including Apple Podcasts, Spotify, and beyond. Subscribe now to stay updated with the latest episodes and start your journey towards a well-planned and secure retirement.
25episodes
Episodes
Newest firstAll episodes
What a New Federal Reserve Chairman Means for Your Retirement
5d ago00:46:48Tap to summarizeThere's a new Chairman at the Federal Reserve, and he's already shaking things up. At his very first meeting, Chairman Kevin Warsh made the promise to bring inflation back down to 2% and stated "inflation is a choice." What could this bold talk mean for you and your money? On this episode of Wealth Creator Radio, veteran financial planner Eric Heckman is answering all your biggest questions. Tune in for a full breakdown, plus everything you need to know about reducing your lifetime taxes in retirement. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox
Transcribe →Are You Acting Your Age with Your Asset Allocation?
2w ago00:45:23Tap to summarizeFor years, you've worked hard, saved consistently, and watched your retirement accounts grow. But once retirement gets closer, your financial strategy might need to shift. In this episode of Wealth Creator Radio, veteran financial planner Eric Heckman explains why asset allocation becomes increasingly important as retirement approaches, why the 100 Minus Your Age Rule isn't always the best strategy, and why a personalized retirement income plan matters far more than following generic investing rules. Plus, tune in to learn about the IRS Dirty Dozen to avoid tax scams. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →How to Protect Your Retirement from Rising Inflation
3w ago00:46:20Tap to summarizeThe latest consumer report shows an inflation rate of over 4.2% in the past year – the highest annual rate we've seen in three years. So what does this rising inflation trend mean for your retirement? On this episode of Wealth Creator Radio, veteran financial planner Eric Heckman shares why inflation is so dangerous for people with a lot of retirement savings, how it affects Medicare, and what you can do today to protect your nest egg. Plus, tune in to hear the signs you can retire early, why legacy planning matters more than you think, and the most common legacy planning mistakes. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →Don't Miss the Roth Conversion Window
4w ago00:47:17Tap to summarizeNobody likes paying taxes. So when someone hears that a Roth conversion requires paying taxes today, it's understandable that they hesitate. But what if paying taxes now could actually save you a significant amount over the course of your retirement? On this episode of Wealth Creator Radio, veteran financial planner Eric Heckman explains what Roth conversions are, the biggest mistakes retirees make with Roth conversions, and some guiding principles to know when one could make sense for you. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →Are You Ready for an Early Exit?
Jun 1600:46:07Tap to summarizeMost people have a retirement age in mind – maybe it's 65, 67, or "just a few more years." But what if retirement doesn't happen on your schedule? According to a recent report highlighted by USA Today, nearly 60% of retirees leave the workforce earlier than they originally planned. On this episode of Wealth Creator Radio, Eric Heckman discusses why early retirement is becoming more common and what retirees can do to prepare for it. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →From Nest Egg to Income Stream: Making Your Money Work for You
Jun 900:46:09Tap to summarizeMost of us spend decades saving money and building a nest egg for retirement. But once retirement actually arrives, the game changes. Suddenly, it's not about how much you've saved – it's about how effectively that money can support your retirement lifestyle. On this episode of Wealth Creator Radio, owner of Heckman Financial Eric Heckman shares how to turn your savings into a reliable income. Plus, tune in to hear how to minimize your taxes over the course of your retirement. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →The Big Retirement Tax Shock: What It Is & How to Prepare
Jun 200:46:29Tap to summarizeMost people spend decades saving for retirement. But there's one surprise that catches many retirees completely off guard: Taxes. Many people assume they'll automatically be in a lower tax bracket once they stop working, but unfortunately, retirement can bring a whole new set of tax challenges that many people never see coming. In this episode of Wealth Creator Radio, veteran financial planner Eric Heckman shares why retirement taxes can become so complicated – and what you can do now to avoid costly surprises later. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →Your Worst Nightmare in Retirement & How to Avoid It
May 2600:46:18Tap to summarizeAccording to a new USA Today report, 75% of people fear running out of money in retirement more than they fear death. So what's driving this fear, and how can you avoid it? In this episode of Wealth Creator Radio, Eric Heckman shares practical advice to help you keep more of your money with less worry. Plus, you'll hear the least risky place to put your retirement nest egg, how to leave money to your kids and grandkids without sacrificing your whole savings, and whether you should cancel life insurance in retirement. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →Building Essential Retirement Income So You Can Worry Less
May 1900:46:54Tap to summarizeIf you're like most people, you'll spend decades planning for retirement. The problem? Nobody teaches you how to turn those savings into reliable income once you're retired. On this episode of Wealth Creator Radio, Eric Heckman, a financial planner of over 30 years, will share how to shift from saving money to spending it confidently. Tune in to learn what the retirement income gap is, why your investment strategy should change once you retire, and how to build retirement income without a pension. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →Are You in the Retirement Danger Zone?
May 1200:46:00Tap to summarizeIf you're within five years of retirement – or you've retired within the last five years – you're in the "danger zone" of retirement. That might sound dramatic, but according to veteran financial planner Eric Heckman, this ten year period can have a major impact on how long your money lasts and how comfortably you live in retirement. Tune into this episode of Wealth Creator Radio to learn why this time is so critical – and what costly mistakes retirees often make within it. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →