Shows / Mason Street Retirement Insights
Mason Street Retirement Insights
Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient new podcast show hosted by Sean Mason where you can get the financial information and professional insights that will help you convert your ideal vision of retirement into an actionable financial plan and investment strategy.
On each episode, Sean will dive deep into a new and relevant topic in today’s changing retirement climate like…
Episodes
- Mason Street Retirement Insights
Before the Year Ends: Tax Moves Worth a Second Look
Could the final weeks of the year change the way you approach taxes throughout retirement? Sean Mason explores year-end tax planning opportunities, including…
- Mason Street Retirement Insights
Is Market Volatility Controlling Your Retirement?
When the market gets rocky, will your retirement plan keep emotions from taking over? Sean Mason discusses why market volatility can feel different once your…
- Mason Street Retirement Insights
Are You Afraid to Spend Your Retirement Savings?
What if the biggest retirement mistake isn’t spending too much, but spending too little? Sean Mason explores how fear of running out of money can cause…
- Mason Street Retirement Insights
The Retirement Expense Most People Never See Coming
What if taxes, not market losses, end up being the biggest threat to your retirement income? Sean Mason breaks down why many retirees focus on investment…
- Mason Street Retirement Insights
What Happens When Retirement Doesn’t Go According to Plan?
What if the biggest retirement mistake isn’t running out of money, but running out of options? Sean Mason uses NFL star Josh Allen’s approach to…
- Mason Street Retirement Insights
The Legacy Mistake That Can Cost Future Generations
What if the most valuable thing you leave behind isn't money at all? Inspired by the legacy of Dolly Parton, Sean Mason explores how families can pass down…
- Mason Street Retirement Insights
Retirement's Most Trusted Rule Under the Microscope
What if the retirement rule everyone trusts could actually create unnecessary risk? This week, Sean Mason breaks down the widely known 4% rule, including why…
- Mason Street Retirement Insights
The Income Question Every Retiree Must Answer
What happens in retirement when the paychecks stop? This episode explores why guaranteed income is such a critical piece of retirement planning and how it can…
- Mason Street Retirement Insights
What If You Could Retire Sooner Than You Think?54
What if the only thing standing between you and retirement is a fear that may not match the numbers? Sean Mason discusses why so many people believe they need…
- Mason Street Retirement Insights
The Retirement Threat You Can't Control
What if the biggest threat to your retirement isn't the market, but decisions being made in Washington? With ongoing uncertainty around Social Security and…
- Mason Street Retirement Insights
Warren Buffett Went to Cash. Should You?
What if playing it safe with your retirement savings creates a different kind of risk? Inspired by Warren Buffett's massive cash position before retiring, Sean…
- Mason Street Retirement Insights
Think You're Too Old for a Roth Conversion? Think Again
Could a successful IRA become a tax headache later in retirement? Sean Mason unpacks a real-world scenario involving an 80-year-old retiree facing a massive…
- Mason Street Retirement Insights
The Retirement Rules That May No Longer Work
What if the retirement strategies that got you here are the very things holding you back? Sean Mason discusses why many long-standing financial habits may no…
- Mason Street Retirement Insights
Pay Taxes Now or Later? The Roth Conversion Question
Could a strategy designed for Gen Z also reshape retirement planning for boomers? Sean Mason explores why Roth accounts are gaining momentum across…
- Mason Street Retirement Insights
The Retirement Freedom Everyone Is Chasing
What does financial freedom really look like once the paychecks stop? In this episode, Sean Mason connects America’s 250th birthday celebration with the…
- Mason Street Retirement Insights
The Retirement Conversation Your Family Can’t Afford to Skip
What happens when the person who has always managed the family finances is suddenly no longer there? Sean Mason explores why retirement planning should be a…
- Mason Street Retirement Insights
The Roth Rule Change That Could Reshape Retirement Planning
Could moving Roth IRA money back into a workplace retirement plan ever make sense? Sean Mason explores a proposed rule change that would allow Roth IRA assets…
- Mason Street Retirement Insights
The Hidden Fees Eating Your Retirement
What’s quietly draining your retirement account every month without your notice? This episode takes a closer look at hidden fees inside retirement…
- Mason Street Retirement Insights
Is Inflation Already Built Into Your Plan?
Inflation may be invisible, but it can quietly erode a retirement plan if left unchecked. Sean Mason breaks down why inflation remains a major concern, even…
- Mason Street Retirement Insights
Turning Savings Into a Paycheck for Life
Annuities are making a comeback and today’s retirees are taking a second look at a once-controversial strategy. In this episode, Sean Mason explains how…
- Mason Street Retirement Insights
When “New” Investments Don’t Belong in Your 401(k)
New investment options are creeping into 401(k)s, but they may not belong in every retirement plan. This episode explores the growing presence of alternatives…
- Mason Street Retirement Insights
The Retirement Paycheck Myth Hiding in Plain Sight
Many retirees expect spending to rise forever, yet real-life behavior often tells a different story. This episode explores how retirement spending actually…
- Mason Street Retirement Insights
In and Out of the Market: What That Actually Means for Retirees
What does “being in and out of the market” really mean when retirement is right around the corner? In this episode of Mason Street Retirement…
- Mason Street Retirement Insights
When Social Security Feels Less Certain
What happens when the “security” in Social Security no longer feels so secure? Sean Mason discusses growing concerns around the program’s…
- Mason Street Retirement Insights
When Market Timing Backfires Near Retirement
Market swings feel loud when retirement is close, and the wrong move can echo for years. In this episode of Mason Street Retirement Insights, financial advisor…
- Mason Street Retirement Insights
The Secret Ingredient Most Retirement Portfolios Miss
What if building a retirement portfolio had more in common with a championship chili recipe than Wall Street jargon? In this episode of Mason Street Retirement…
- Mason Street Retirement Insights
The Retirement Risk Tug‑of‑War
When fear pushes investors toward safety, are they quietly stepping away from opportunity? This episode explores why everyday retirement savers are moving to…
- Mason Street Retirement Insights
From Paychecks to Purpose: Rethinking Savings Before Retirement
What if the smartest money move you ever made was the one you never touched? Rob Gronkowski’s revelation that he’s never spent a dollar of his NFL…
- Mason Street Retirement Insights
Why a Million Dollars Might Not Matter in Retirement
Only 3% of Americans reach a million dollars in retirement savings but the number alone doesn’t tell the real story. In this episode, Sean Mason breaks…
- Mason Street Retirement Insights
How One Strategy Can Change Your Lifetime Tax Bill
What if one overlooked decision could shape your entire retirement tax picture? In this episode, Sean Mason breaks down why tax planning—not just tax…
- Mason Street Retirement Insights
The Hidden Fear That Keeps Retirees from Living Fully
What happens when fear of running out of money keeps retirees from truly living? In this episode, Sean Mason breaks down the surprising truth behind spending…
- Mason Street Retirement Insights
Inheritance Pitfalls: How Gen X Can Avoid Costly Estate Mistakes
Are Gen Xers ready for the biggest wealth transfer in history, or are they headed for costly mistakes? This episode dives into the unique retirement anxieties…
- Mason Street Retirement Insights
When Retirement Comes Earlier Than You Planned
A sudden early retirement can feel like the ground shifting beneath you. In this episode, Sean breaks down why so many people end up leaving the workforce…
- Mason Street Retirement Insights
Small Fees, Big Impact: What’s Slipping Through the Cracks?
Ever wondered if trying to “save money” is actually costing you more than you think? In this episode, Sean and Kasey unpack the hidden pitfalls of…
- Mason Street Retirement Insights
RMD Season: What You Need to Know | How Required Minimum Distributions Can Wreck Your Taxes | Retirement Planning Beyond the Basics
Ready or not, December brings more than holiday cheer—it’s RMD season. In this episode, Sean explains why required minimum distributions can…
- Mason Street Retirement Insights
When Wealth Goes Sideways: Are You Ready? | Growth Without Wall Street: The Retirement Balancing Act | The $84 Trillion Shift That Could Change Everything
What happens when trillions of dollars shift hands—and not always to the kids? This episode explores the massive wealth transfer underway, why women may…
- Mason Street Retirement Insights
The Hidden Retirement Risk: Taxes and How to Beat Them | Roth Conversions Demystified: Timing, Strategy, and Confidence | Tax-Smart Retirement: Protect Your Lifestyle and Legacy
What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason unpacks the complexities of Roth…
- Mason Street Retirement Insights
Is the AI Boom a Bubble Waiting to Burst? | Retirement Fumbles: What Not to Drop at the Goal Line | 1929 vs. Today: Are We Headed for Another Crash?
Could today’s AI-driven market be echoing the chaos of 1929? Financial advisor Sean Mason dives into the parallels between historic crashes and…
- Mason Street Retirement Insights
Retiring Early Isn’t Always a Choice | The Tax Moves You Shouldn’t Delay | How to Build a Shockproof Retirement Plan
Retiring early sounds ideal—until it’s forced upon you. In this episode, Sean Mason breaks down how unexpected health issues, layoffs, and…
- Mason Street Retirement Insights
Why Your Retirement Income Could Shrink Faster Than You Think | The Fed’s Rate Cuts Are Here—Is Your Portfolio Ready? | Retiring Soon? Here’s What Most People Get Wrong About Spending
Interest rates are shifting—and so should your retirement strategy. In this episode, Sean Mason breaks down how the Fed’s rate cuts are impacting…
- Mason Street Retirement Insights
Is Your Retirement Plan Leaving Money on the Table? | Roth Conversions: The Secret to Tax-Free Growth? | Red Flags: When to Bench Your Financial Advisor
Is your retirement strategy missing out on thousands? This episode dives into Roth conversion season, revealing how timing and expert advice can make or break…
- Mason Street Retirement Insights
Too Late to Retire? Why the Right Plan Changes Everything | Breaking the Rules: Retirement Myths That Hold You Back | Medicare, Markets & Mindset: Navigating Retirement’s Biggest Surprises
Are you worried it’s too late to secure your retirement? Discover why planning beats guessing as Paul and Travis Ivanoff tackle the biggest myths and…
- Mason Street Retirement Insights
Is Your Retirement Income Really Guaranteed? | Medicare Maze: Are You Ready for the Next Twist? | Retirement Risks: What Happens When the Rules Change?”
What happens when your “guaranteed” retirement income isn’t as secure as you think? In this episode, Sean Mason explores the realities behind…
- Mason Street Retirement Insights
Bull Market or Bear Trap? Navigating Retirement in Uncertain Times
Is the bull market here to stay, or is a financial fire lurking in your retirement plan? Join Sean Mason, president of Mason Street Wealth Management, as he…
- Mason Street Retirement Insights
Retirement Rules Are Changing—Are You Ready?
Is your retirement plan ready for the next headline? This episode dives into how Social Security pairs with other income streams, real-life stories of retirees…
- Mason Street Retirement Insights
The Fee That Could Wreck Your Retirement
Think a 1% fee won’t impact your retirement? Discover how hidden costs and overlooked fees can slash your savings—and why understanding your…
- Mason Street Retirement Insights
Why Is Warren Buffett Hoarding Cash—and Should You?
Is Warren Buffett’s move to billions in cash a warning for your retirement strategy? On this episode, Sean Mason breaks down what Buffett’s actions…
- Mason Street Retirement Insights
Trump Accounts vs. 529s: What’s Best for Your Grandkids?
What does your risk tolerance really say about your retirement plan? In this episode, Sean Mason breaks down how emotions and pragmatism shape your investment…
- Mason Street Retirement Insights
Retirement Rules That Deserve a Rewrite
What do outdated school lessons and retirement planning myths have in common? More than you think. In this episode of Mason Street Retirement Insights, Sean…
- Mason Street Retirement Insights
Why “Boring” Might Be Brilliant for Your Retirement
Is “boring” the new smart when it comes to retirement planning? In this episode of Mason Street Retirement Insights, Sean Mason breaks down how…
- Mason Street Retirement Insights
The Tax Trap That Could Derail Your Retirement
What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason breaks down the complexities of Roth…
- Mason Street Retirement Insights
I Don’t Know If I Can Retire”: A Story That Started It All
What happens when retirement dreams meet real-life fears? In this episode, Sean Mason shares the emotional story that led him into financial advising and how…
- Mason Street Retirement Insights
Ways to plan for the unexpected
Sean Mason talks about 3 Doors Down lead singer Brad Arnold’s lack of fear with his cancer diagnosis. Then they relate that to why people are so anxious…
- Mason Street Retirement Insights
How to determine if you have enough to retire
Sean Mason discusses how going broke is a main concern of so many people. Then he expresses a major misconception people have about retirement: money saved vs…
- Mason Street Retirement Insights
Clearing up misconceptions on annuities
Sean Mason talks about annuities and explains how they work and why they often are a key ingredient in retirement income. He also shares the negative…
- Mason Street Retirement Insights
Why tax planning is crucial
Sean Mason discusses the differences between tax planning and tax preparation. He shares some mistakes that people make in when they draw from retirement…
- Mason Street Retirement Insights
The ins and outs of Roth conversions and a major thing people should consider
Sean Mason discusses the many benefits of Roth conversions. He first describes what a Roth IRA is and the limitations they have and then compares that to the…
- Mason Street Retirement Insights
Clarifying what qualified and non-qualified money is
Sean Mason talks about two popular buckets of money. He explains what people misunderstand about qualified money accounts and why they need to be very…
- Mason Street Retirement Insights
The ins, outs, and potential penalties with RMDs
Sean Mason discusses the required minimum distribution. He defines it and shares the complicated formula for the ages at which people begin having to take…
- Mason Street Retirement Insights
Social security and varying strategies of when to take it
Sean Mason talks all things social security. He explains how SSI is complicated and has many nuances, along with the ages can and must take it and the…