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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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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Missouri. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The Chamberlin Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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