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.
22episodes
Episodes
Newest firstAll episodes
Don't Miss the Roth Conversion Window
5d 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?
2w ago00:46:07Tap 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
3w ago00:46:09Tap 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
4w ago00:46:29Tap 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 →Healthcare Costs: The Silent Threat to Your Retirement
May 500:45:46Tap to summarizeWhen people think about retirement, they usually focus on the big three: saving enough money, managing market risk, and maybe working a little longer. But according to Certified Financial Planner Eric Heckman, there's a major expense that often gets overlooked, and it can quietly derail even the best retirement plans: Healthcare. Tune into this episode of Wealth Creator Radio to learn why healthcare costs catch people off guard, what you need to know about Medicare, and why a written income plan will set you up for success. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →The AI Aftershock on Retirement & The 4% Rule for Portfolios
Apr 2800:45:36Tap to summarizeHow does timing affect your retirement nest egg? Is the 4% rule still reliable for withdrawing from your portfolio? And how will changes in AI affect your retirement? These are the big questions on many retirees' minds today – and you'll get all the answers and more on this episode of Wealth Creator Radio. Join Eric Heckman, veteran financial planner of over 30 years, to hear his best advice to ensure your money lasts as long as you do. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
Transcribe →Could You Afford to Retire Early?
Apr 2100:46:01Tap to summarizeWhat if you could wake up without an alarm, travel whenever you want, and truly enjoy your days on your own schedule? That's the dream for many people who want to retire early. But as Eric Heckman explains, turning that dream into reality takes more than just wishful thinking – it takes smart, intentional planning. In this episode of Wealth Creator Radio, he breaks down what it really takes to retire early… and stay retired. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode
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