ABOUT THIS PODCAST 🔗
You’ve done everything right - but how confident are you that retirement won’t expose a blind spot you didn’t see coming?
If you’re an executive planning to retire in the next 3 years, this episode is for you. I want you walking into retirement with clarity, confidence, and no fear that you’ve missed a move you should have made.
Listen to gain:
• Clarity on which retirement decisions actually matter in the final 36 months—and which ones don’t
• Insight into the costly moves executives commonly miss right before retirement (and how to avoid them)
• A framework to retire with confidence, not second-guessing, even in uncertain markets
I created this podcast because retirement confidence isn’t about guessing the market; it’s about sequencing decisions correctly, managing taxes intentionally, and eliminating uncertainty before your last paycheck ends.
New episodes are released twice per week every Tuesday (and Friday), cutting through the noise and myth-busting the financial untruths that surround retirement planning.
Follow and listen each week for clear, practical insights that help you make smarter retirement decisions...before timing and taxes make them for you.
If you’re an executive planning to retire in the next 3 years, this episode is for you. I want you walking into retirement with clarity, confidence, and no fear that you’ve missed a move you should have made.
Listen to gain:
• Clarity on which retirement decisions actually matter in the final 36 months—and which ones don’t
• Insight into the costly moves executives commonly miss right before retirement (and how to avoid them)
• A framework to retire with confidence, not second-guessing, even in uncertain markets
I created this podcast because retirement confidence isn’t about guessing the market; it’s about sequencing decisions correctly, managing taxes intentionally, and eliminating uncertainty before your last paycheck ends.
New episodes are released twice per week every Tuesday (and Friday), cutting through the noise and myth-busting the financial untruths that surround retirement planning.
Follow and listen each week for clear, practical insights that help you make smarter retirement decisions...before timing and taxes make them for you.
Hosts:
Update frequency:
weekly
Average audio length:
23 minutes
Guest interviews
English
United States
74 episodes
since Feb. 27, 2025
episodic
LATEST EPISODE 🔗
You could have a great investment portfolio and still have a poor retirement plan. The goal is not to optimize one decision. It is to get all the major decisions working together.
In this episode, Ray Godleski wraps up the retirement planning series with a practical checklist of everything that nee…
SEARCH PAST EPISODES
Search past episodes of Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes.
PREVIOUS EPISODES 🔗
What would happen financially if you died tomorrow? It is a somber question, but it is an important one.
In honor of Life Insurance Awareness Month, Ray Godleski sits down with Jack Scala for a Q&A covering everything you need to know about life insurance, from whether retired people still need…
One of the biggest planning failures is building a retirement plan that only works while both spouses are alive.
In this episode, Ray Godleski tackles one of the most important and most uncomfortable topics in retirement planning: what happens financially when the first spouse dies? From Social Sec…
The portfolio that helped you build wealth may not be the same portfolio that helps you retire well.
In this episode, Ray Godleski wraps up the retirement planning series with a deep dive into retirement investing. When withdrawals begin, the math changes. Volatility that felt manageable during you…
A large IRA can feel like a retirement trophy. Until required minimum distributions show up and remind you that the IRS has a co-pilot seat.
In this episode, Ray Godleski breaks down one of the most overlooked tax problems in retirement planning: the IRA tax trap. When a large portion of your savin…
Social Security is often talked about like it is just a monthly check. It is not.
In this episode, Ray Godleski breaks down one of the most important and most misunderstood decisions in retirement planning. When should you claim? What happens if you claim early and keep working? How does your decis…
You've saved well. But how much can you actually spend?
In this episode, Ray Godleski tackles one of the most common and most misunderstood questions in retirement planning. The answer is not simply a percentage or a dollar amount. It depends on your income sources, expenses, tax strategy, health, …
The paycheck stops when you retire. The bills do not.
In this episode, Ray Godleski breaks down the retirement income puzzle: where your income will come from, how the pieces fit together, and why a retirement plan needs to be more than just an investment account. This is part of an ongoing retirem…
What happens to your money when you pass away? Most people assume their will controls everything. It does not.
In this episode, Ray Godleski breaks down why beneficiary designations are often the most important, and most overlooked, part of an estate plan. One outdated form can send money to the wr…
Retirement changes the game. During your working years, the goal is simple: save more, invest wisely, and let time work for you. But the moment you retire, an entirely different set of questions and risks take over.
In this episode, Ray Godleski kicks off a new series on building a retirement incom…
Disclaimer: The podcast and artwork embedded on this page are from Ray Godleski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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SEARCH PAST EPISODES
Search past episodes of Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes.
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