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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 169: Online Fraud Is Evolving — Are You Ready?
    Oct 14 2025

    This week, we revisit key takeaways from Dave's conversation with Kathy Stokes of AARP — and how they apply to today’s rapidly changing digital landscape. From deepfake scams to AI-powered fraud attempts, it’s more important than ever to know how to verify, protect, and respond.

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    35 mins
  • Ep 168: Online Scams
    Oct 7 2025

    In this episode of the Retire with Peace podcast, host David Zaegel discusses the rising threat of online scams, particularly in the context of advancements in artificial intelligence. He emphasizes the importance of being aware and verifying information to combat these scams. Zaegel also shares practical tips for enhancing online security, including the use of strong passwords and two-factor authentication, to protect against identity theft and fraud.

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    9 mins
  • Ep 167: Using Donor Advised Funds
    Sep 30 2025

    In this episode of the Retire with Peace podcast, host David Zaegel discusses the importance of charitable donations and the strategic use of donor advised funds. He explains how these funds can serve as a powerful planning tool for tax purposes, allowing individuals to batch their donations for maximum tax benefits. The conversation covers the mechanics of donor advised funds, including the ability to donate appreciated stock, the timing of donations, and the potential for investment growth within the fund. Zaegel emphasizes the importance of tax planning and how donor advised funds can benefit both the donor and the charities they support.

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    7 mins
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