HeyJaredCruising Through Retirement with Kevin Brucher
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
The Cash Comfort Trap (opens the original)
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Kevin explains how a healthy cash reserve could turn into a retirement plan problem. He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
The Critical Few Years Before and Right After Retirement (opens the original)
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Kevin focuses on opportunities that exist during the financial red zone years before retirement. Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63. He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality. Kevin defines the financial red zone and the few years before retirement and the first few years of one’s retirement. He offered a good warning on avoiding sequence of returns
Legacy Planning For Today (opens the original)
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In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Play By Today’s Tax Rules (opens the original)
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Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion. Learn practical tips to maximize your financial security and navigate today's complex financial landscape. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
FOMO: Be In the Game But With a Safe Approach (opens the original)
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Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X. The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach. Kevin also discusses rollover strategies that are smart and can help with tax efficiency. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
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