The Retirement Key

Hosted by Abe Abich

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Episodes

345

Latest episode

Jun 2026

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About the show

The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subscribe today and empower yourself to make financial decisions for a more fulfilling retirement journey. Begin your personalized retirement conversation, and gain a deeper understanding of your financial path, at AbichFinancial.com Learn more about Abe and the Abich Financial team on Facebook , Instagram , LinkedIn and YouTube !

Listen to episodes

60 recent

June 16, 20266 min

Is Your Portfolio Too Complicated? 4 Steps to Simplify It

Is your portfolio more cluttered than you realize? In this episode, Abe Abich outlines four steps to help simplify and organize your investment accounts. The conversation covers consolidating scattered 401(k)s and IRAs, identifying overlapping holdings, considering tax implications when making changes, and maintaining a clear plan moving forward. Abe explains how multiple accounts can create inefficiencies and why regular reviews and a streamlined approach can keep your strategy aligned over time.   Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

June 14, 202616 min

Is the Market Becoming a Casino?

Is the market acting more like a casino than a place to invest? In this episode from this past weekend’s radio show, Abe Abich shares the story behind his 50-mile charity run before shifting to today’s investing environment and what it may mean for those nearing retirement. The conversation covers Warren Buffett’s recent comments, why guardrails matter in a retirement strategy, and how income planning goes beyond simple math. Abe also walks through real client scenarios to highlight how organization, diversification, and distribution planning can shape retirement decisions. Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

June 9, 20267 min

The 6 Ages That Can Make or Break Early Retirement

Thinking about retiring early—do you know the key ages that could shape your entire strategy? In this episode, Abe Abich walks through the six critical retirement milestones that influence when and how you access income. From the Rule of 55 to Social Security timing and Medicare eligibility, the discussion highlights how each age can affect taxes, benefits, and long-term planning. Abe explains how these decision points connect and why understanding them can help you better prepare for the transition into retirement.   Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

June 7, 202617 min

Why Smart Investors Still Make Costly Mistakes

What really causes investors to make the wrong move at the worst time—logic or emotion? In this episode from this past weekend’s radio show, Abe Abich breaks down how behavior and market volatility can impact retirement decisions. The conversation explores shifting from growth to income, managing risk as retirement approaches, and why having a clear plan matters. Abe also highlights common challenges like scattered accounts, tax planning gaps, and preparing for both market gains and downturns, offering insight into building a more structured approach to retirement income. Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

June 2, 202611 min

Why Your Portfolio Isn’t the Problem

Is your portfolio really the problem—or is it your income plan? This episode explores why retirement stress is often tied to how income is structured, not just market performance. Justin Doback breaks down the difference between building wealth and turning it into reliable cash flow, highlighting key decisions like withdrawal strategy, tax efficiency, and income timing. The conversation also covers sequence of returns risk and why relying on one income source can create challenges during market swings.   Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

May 26, 202612 min

The 5 Retirement Mistakes That Could Catch You Off Guard

Is $100,000 no longer enough to feel financially secure—and what does that mean for retirement? In this episode, Abe Abich breaks down five common retirement income mistakes that can impact long-term plans, from underestimating healthcare costs to overlooking taxes and inflation. He explains why expenses often rise early in retirement, how long-term care is frequently misunderstood, and why relying on general rules of thumb can fall short. The conversation highlights the importance of aligning income strategies with individual goals and understanding the factors that shape retirement spending over time.   Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

May 22, 20267 min

From Construction Sites to Boardrooms: Lessons with Donald Trump Jr.

What does it take to build success when your last name already carries expectations? Abe Abich sits down with Donald Trump Jr. for a conversation on work ethic, unconventional career paths, and lessons learned from growing up in a high-pressure environment. They discuss how early hands-on experience shaped business instincts, how perspectives on work have evolved, and why passion plays a key role in long-term success. The conversation also touches on market sentiment and how broader economic changes may take time to unfold. Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

May 19, 20267 min

The Timing Trap: Why Early Market Losses Matter in Retirement

What if the biggest threat to your retirement isn’t how the market performs—but when it performs? In this episode, Abe Abich breaks down sequence of returns risk and why early losses in retirement can have lasting effects. He explains how withdrawing income during market downturns can create long-term challenges, especially in the first few years. The conversation also highlights the role of balancing growth with stable income sources and why having a plan in place may help reduce emotional decision-making during volatile markets.   Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

May 17, 202617 min

The Retirement Shift Most Investors Miss

The retirement playbook changes fast—are you prepared for what comes next? In this episode from this past weekend’s radio show, Abe Abich breaks down the critical shift from saving for retirement to generating income in retirement. He explains how “phase two” planning differs from accumulation, what to look for when choosing a financial advisor, and why tax strategies like Roth conversions may matter in your 60s. The conversation also highlights sequence of returns risk and how market timing can impact withdrawals. If retirement is near or already here, this episode outlines key considerations to evaluate your approach. Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

May 12, 20267 min

Is There a Perfect Time for Roth Conversions?

Is there really a “sweet spot” for Roth conversions—or is it more personal than that? In this episode, Abe Abich breaks down when Roth conversions may make sense, especially during lower-income years before Social Security and required distributions begin. He also highlights common mistakes, including doing conversions without proper tax planning, and explains why coordinating with financial and tax professionals matters. The conversation focuses on understanding timing, tax impact, and how these decisions fit into a broader retirement strategy.   Schedule your complimentary appointment today: TheRetirementKey.com   Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement   Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.