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Retire With Confidence

Retire With Confidence

By: Dave Zaegel CPA CFP
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The Retire With Peace podcast brings you actionable information for your retirement planning. Topics include financial planning, taxes, investments, social security, Medicare, personal health & wellness, and much more. Join Dave Zaegel, CPA, CFP as he covers various financial and lifestyle topics to help you Retire With Peace.2022
Episodes
  • Ep 206: Social Security Scare

    Ep 206: Social Security Scare
    Jun 30 2026

    In this episode, Dave Zaegel discusses the future of Social Security, addressing common concerns about its solvency, and explores strategies for retirement planning amidst potential changes.
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    9 mins
  • Ep 205: Perhaps Start Earlier

    Ep 205: Perhaps Start Earlier
    Jun 23 2026

    In this episode, Dave Zaegel discusses the importance of early retirement planning, focusing on tax strategies like Roth IRA conversions and capital gains management. Starting planning even a decade in advance can significantly ease the transition into retirement and optimize financial outcomes.
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    6 mins
  • Ep 204: Position Size Matters

    Ep 204: Position Size Matters
    Jun 16 2026

    This episode emphasizes the importance of proper investment structuring and diversification in retirement planning. Host Dave Zaegel discusses how to manage risk, position sizing, and the significance of diversification, especially as one approaches or is in retirement.
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    11 mins
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