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Welcome to The Retirement Planner Podcast

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The Retirement Planner helps American families navigate retirement with confidence. Through honest conversations and clear guidance, we're helping transform how people think about the de-cumulation phase of life.

Join Don Chamberlin as he tackles Social Security, taxes, market protection, and everything else you need to know to retire with peace of mind. No financial jargon—just straightforward education and real-world wisdom to help you build the retirement you've worked so hard to achieve.

 

Available Now! Watch Don't Let Taxes Ruin Your Retirement Part 1 & Part 2

Unlock the secrets to smarter tax management with senior wealth advisor Dave Alison's guidance. This episode continues the discussion on the Tax Management Journey, progressing through crucial concepts like measuring tax brackets and avoiding marginal tax traps. Don and Dave also delve into strategic asset allocation for tax efficiency, explore the nuances of gifting strategies, and tackle the complex decision of "pay now vs. pay later."  Finally, Dave reveals how to manage your dynamic tax bracket, empowering you to take control of your financial future.

 

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083

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