The Retirement Planner

By: Chamberlin
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  • Summary

  • Welcome to The Retirement Planner, where we’re reimagining what retirement means for American families. Hosted by Don Chamberlin, the leader of a fiduciary firm with a mission shatter the status quo of financial misinformation, this podcast transforms complex retirement topics into clear, actionable wisdom. Each episode empowers listeners with honest conversations about the decumulation phase of life—that crucial transition from earning to living off your savings. We dive deep into topics like Social Security timing, tax strategies, and creating guaranteed income streams, all while keeping things straightforward. Whether you’re five years from retirement or already there, we’re here to help you stop lying awake at night worrying about market downturns or outliving your savings. Through expert interviews, myth-busting segments, and real stories from everyday Americans, we’re building a community where retirement planning isn’t about fear—it’s about freedom. The Retirement Planner brings the same holistic, education-first approach that’s helped countless families turn their retirement dreams into reality. From cross-country road trips to weekly grandkid visits, we’re here to help you build a retirement that works for your life. Join us as we explore how to make your money work as hard as you have, bringing clarity and confidence to your retirement journey. New episodes every month!
    Copyright 2025 All rights reserved.
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Episodes
  • Don't Let Taxes Ruin Your Retirement | The Retirement Planner Podcast Ep. 1

    Don't Let Taxes Ruin Your Retirement | The Retirement Planner Podcast Ep. 1
    Jan 27 2025

    Welcome to The Retirement Planner Podcast! In our first episode, Certified Financial Fiduciary Don Chamberlin talks with Dave Alison, founding partner of Clarity 2 Prosperity Enterprises, about the taxes in retirement. They discuss tax-efficient funnels, the widow's penalty, tax planning in retirement, and the order of money.

    Watch the full episode to learn more about how to define your retirement dreams and make them happen! Click ⁠here⁠ to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary!
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    33 mins

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