HeyJaredThe Savvy Investor Podcast
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 22, 2026
- Audience
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- Earliest in this view
- Jul 14, 2026
Latest episodes
Are You Closer to Retirement Than You Think? (opens the original)
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Think you're years away from retirement? You may be closer than you realize, but replacing your paycheck takes more planning than most people expect. Ryan Herbert and Katherine Groce discuss what it really takes to retire before traditional retirement age, including creating multiple income sources, planning for healthcare costs before Medicare, and building a strategy for turning savings into reliable retirement income. They also explain why knowing exactly where your income will come from can
$1 Million Today or $60,000 per Year for Life? The Answer That Sparked a Firestorm (opens the original)
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Would you take a guaranteed $60,000 a year for life over a tax-free $1 million lump sum? That simple question sparked thousands of comments and a heated debate online. Ryan Herbert and Katherine Groce break down the reasoning behind choosing lifetime income, while addressing arguments involving high-yield savings accounts, stock market investing, real estate, inflation, and retirement planning. Along the way, they explore risk, certainty, sequence of returns, and why financial decisions often de
The Biggest Retirement Mistake Many People Make After 50 (opens the original)
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What if the years after your kids leave home are the most important years for your retirement plan? As families transition into the empty nest stage, Mike Canet and Ryan Herbert discuss why ages 50 to 60 can be a pivotal time for retirement preparation. They cover catch-up contributions, evaluating whether you're on track for retirement, understanding income needs, tax planning strategies, and the value of having a written plan instead of relying on guesswork. The conversation also explores comm
Why Retirement Feels Scary Even When You've Done Everything Right (opens the original)
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Randy announces his retirement and highlights the many emotions that come with the transition away from his career. Jennifer, The Savvy Investor's newest co-host, joins Randy and Mike Canet to discuss how you can spend years preparing for retirement and still feel uneasy when the paycheck stops. In this episode, the team discusses the emotional and financial realities of transitioning into retirement, including identity shifts, spending habits, income planning, and the fear of running out of mon
Could Your 401k Become a Tax Problem in Retirement? (opens the original)
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One retiree's first required minimum distribution added $42,000 to his tax bill, raising a question many savers never see coming. In this episode, Lawrence Kiely & Katherine Groce discuss how RMDs can affect taxes, Social Security taxation, and Medicare premiums. They explore Roth conversions, charitable giving strategies, legacy planning considerations, and ways retirees may evaluate different tax buckets as part of a broader retirement income plan. Learn why retirement tax planning often requi
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