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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
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Episodes
  • Ep 147: Municipal Bonds

    Ep 147: Municipal Bonds
    May 13 2025

    Summary

    In this episode, Dave Zaegel discusses the benefits of municipal bonds, particularly their tax advantages for retirement planning. He explains how municipal bonds are issued by state and local governments, the tax exemptions they offer, and the importance of considering one's tax bracket when investing. The conversation also touches on the quality of bonds and the risks associated with them, emphasizing the need for high-quality investments in retirement.
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    9 mins
  • Ep 146: Retirement Planning with AI

    Ep 146: Retirement Planning with AI
    May 6 2025

    In this episode, Dave Zaegel discusses the implications of artificial intelligence (AI) on financial planning and tax preparation. He emphasizes that while AI will enhance efficiency and provide valuable tools for financial planners, it will not replace the human element essential in understanding personal experiences and emotions. Zaegel believes that AI will significantly impact the industry, making processes quicker and more efficient, but the need for human interaction will remain vital.
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    10 mins
  • Ep 145: Large Funds Play a Different Game

    Ep 145: Large Funds Play a Different Game
    Apr 29 2025
    In this episode, Dave Zaegel discusses the differences between investment strategies of large funds and individual investors, particularly in the context of retirement planning. He emphasizes the importance of understanding one's own financial goals and risk profile rather than blindly following the actions of big investors. The conversation highlights the need for long-term planning and the significance of setting up a proper investment structure to ensure financial security in retirement.
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    8 mins

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