HeyJaredClearwater Retirement Podcast
Is your retirement plan clear as mud? Need a cleanse from all the noise in the financial world? You’re in the right place – with the Clearwater Retirement Podcast.From Michael Masor and Clearwater Financial Group, the Clearwater Retirement Podcast gets to the heart of the…
- Indexed episodes, last 90 days
- 10
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- Sep 5, 2026
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- Jul 4, 2026
Latest episodes
Are Fees, Taxes and A.I. Giving You the Whole Story? (opens the original)
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On this week’s episode: The biggest retirement risks may be the ones you don't notice until it's too late. Michael Masor discusses common retirement planning blind spots, including hidden fees, RMDs, Roth conversion considerations, Medicare surcharges, and the role annuities may play in an income strategy. He also explains why A.I. can be a helpful starting point but not a substitute for personalized financial planning. Plus, learn how caregiving responsibilities and retirement income planning c
Common Hidden Expenses & Is Roth a Consideration for You? | The Biggest Costs You Often Don't See Coming & Saving to Income Shift (opens the original)
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On this week’s episode: Learn about common hidden expenses, including investment fees, Medicare surcharges, healthcare costs, and long-term care planning. Michael Masor also explains Roth conversion considerations, income planning strategies, and why retirement decisions should be tailored to your unique financial situation. The biggest retirement costs are often the ones you never see coming. Michael discusses the transition from saving for retirement to creating reliable retirement income. Dis
Hidden Tax Fees Could Be Impacting Your Plan & Saving is One Thing. Living is Another | Hidden Expenses & Roth Conversion Considerations (opens the original)
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On this week’s episode: The biggest retirement costs are often the ones you never see coming. Michael Masor discusses the transition from saving for retirement to creating reliable retirement income. Learn about common hidden expenses, including investment fees, Medicare surcharges, healthcare costs, and long-term care planning. Michael also explains Roth conversion considerations, income planning strategies, and why retirement decisions should be tailored to your unique financial situation. Dis
One Costly Tax Decision & Retirement Planning Before Year End | Why 59 and a Half is an Important Age & Common Tax Traps (opens the original)
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On this week’s episode: Could one overlooked tax decision today cost you thousands in retirement tomorrow? Michael Masor discusses why retirement planning should start well before year-end and how small decisions can create long-term ripple effects. Learn how longevity, healthcare expenses, and long-term care costs can impact retirement income. Discover why age 59½ is an important milestone for retirement account planning. Michael explains common retirement tax traps, including Social Security t
Retirement Danger Zone & Risks of Timing the Market | Asset Growth vs. Income Reliability & Life Changes, Volatility, etc. Reshape Retirement Planning (opens the original)
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On this week’s episode: One bad market decision near retirement can change everything. Why the five‑to‑seven‑year window before retirement is the real danger zone. The risks of trying to time the market as income replaces paychecks. How emotional decisions can derail long‑term retirement plans. The difference between asset growth and income reliability. Why guaranteed income strategies matter when pensions are disappearing. How life changes, volatility, and longevity reshape retirement planning.
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