The Retirement Key

Hosted by Abe Abich

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Episodes

374

Latest episode

Oct 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

October 13, 202615 min

Are You Ignoring These 5 Retirement Planning Opportunities?

What if some of the most overlooked retirement strategies could have the biggest impact on your financial picture? In this episode, Abe Abich breaks down five retirement planning opportunities many Americans ignore, including account consolidation, maximizing employer matches, Roth conversions, health savings accounts, and long-term care planning. Learn why organization, tax planning, healthcare preparation, and proactive decision-making can play a major role in retirement readiness. Abe also explains how fragmented accounts, missed employer contributions, and delayed planning can create challenges later in life. 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 | LinkedIn See omnystudio.com/listener for privacy information.

October 11, 202622 min

Is Your Money Working Hard Enough for Retirement?

Is your money quietly losing ground even while your account balances look strong? This episode from this past weekend’s radio show explores how “dead money” and excess cash reserves can impact retirement planning, why taxable income may matter more than trying to predict future tax rates, and how retirees can avoid becoming overconfident after years of market gains. Abe Abich discusses retirement income planning, tax mapping strategies, Roth conversions, portfolio risk analysis, and the importance of having a retirement-focused plan as you move from saving for retirement to living in 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 | LinkedIn See omnystudio.com/listener for privacy information.

October 6, 202613 min

The Hidden Tax Trap in the IRA You Leave Your Kids

Could the IRA you plan to leave your children come with a tax surprise they never expected? In this episode of the Retirement Key Podcast, Ryan Oliver discusses how inherited IRA rules can create unintended tax consequences for non-spousal beneficiaries, why the 10-year distribution rule matters, and how strategies such as Roth conversions, beneficiary reviews, and thoughtful legacy planning may help families evaluate tax efficiency when passing wealth to the next generation. This episode comes from this past weekend's radio show. 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 29, 202613 min

Should You Still Own Stocks After You Retire?

Think retirement means abandoning stocks altogether? This episode explores why staying invested may still play an important role in retirement. Abe Abich discusses balancing growth and protection, managing inflation risk, generating income through investments, and avoiding the pitfalls of becoming too conservative too soon. Learn how retirement portfolios can be tailored to individual goals, income needs, and risk tolerance while maintaining a long-term perspective. 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 27, 202624 min

The Retirement Tax Trap Many Savers Never See Coming

A single retirement withdrawal could trigger a costly chain reaction. In this episode from this past weekend’s radio show, Abe Abich explains how required minimum distributions (RMDs) can affect taxes, Social Security taxation, and Medicare premiums. He also discusses proactive strategies such as Roth conversions and qualified charitable distributions, along with practical retirement planning “grab bars” that can help address common risks. Plus, Abe shares thoughts on planning for healthcare costs, organizing retirement accounts, and creating an income strategy that supports travel and other retirement goals. 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 22, 202612 min

The Truth About Retiring Early: Is It Closer Than You Think?

Could retiring earlier than you thought be more about planning than hitting a magic number? This episode explores what it really takes to retire before traditional retirement age. Ryan Oliver discusses key factors including lifestyle expenses, income sources, healthcare costs, portfolio withdrawals, and common misconceptions about early retirement. He also explains why retirement readiness looks different for everyone and how part-time work, Social Security strategies, and thoughtful planning can impact the decision to leave the workforce sooner. 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 15, 202610 min

Could Your “Safe” Investments Be Riskier Than You Think?

Could the investments you consider safest be creating risks you don’t see? In this episode, Abe Abich explores retirement risks that extend beyond market volatility, including inflation, longevity, cash holdings, and bond-related challenges. He explains why preserving purchasing power, maintaining growth potential, and balancing income needs are important considerations for retirees. Abe also discusses the difference between investment risk and retirement planning risk, along with practical steps investors can take to evaluate whether their current strategy aligns with their long-term retirement goals. 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 13, 202623 min

Could One Bad Market Year Change Your Retirement?

Could a 20% market loss, rising taxes, or a lack of planning put your retirement at risk? From this past weekend's radio show, Abe Abich discusses why limiting large losses, creating retirement income strategies, and addressing potential tax challenges are key considerations for retirees. He shares examples involving widowed investors, account consolidation, Roth conversion planning, and concerns surrounding the growing national debt. Abe also explains why having a personalized retirement roadmap may help investors evaluate their options and prepare for different economic and market scenarios. 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 8, 202616 min

The 5 Retirement Decisions You May Regret Most

Could one retirement decision today create challenges years down the road? In this episode of the Retirement Key Podcast, Justin Doback explores five common retirement regrets and the planning considerations behind them. Topics include Social Security claiming strategies, creating a retirement income plan, balancing investment risk, addressing future tax exposure, and keeping estate planning documents current. Justin also discusses sequence of returns risk and why stress testing a retirement plan may help retirees evaluate different outcomes and assumptions as they 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 | LinkedIn See omnystudio.com/listener for privacy information.

September 1, 202612 min

Could Too Much Cash Be Hurting Your Retirement?

Could holding too much cash in retirement create risks you don’t see coming? In this episode, Ryan Oliver discusses why cash may feel safe during uncertain markets but can present challenges when it becomes a long-term strategy. He explains the effects of inflation, opportunity cost, taxes, and retirement income planning, along with the role cash can play as an emergency reserve and volatility buffer. Learn how retirees can think about cash within a broader financial plan and why every dollar should have a specific purpose. 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 | LinkedIn See omnystudio.com/listener for privacy information.