The Retirement Key

Hosted by Abe Abich

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Episodes

379

Latest episode

Nov 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

November 10, 202610 min

Could Your RMD Trigger a Retirement Tax Surprise?

Could your required minimum distributions create a bigger tax ripple effect than you expected? Abe Abich explores how RMDs may affect taxable income, Social Security taxation, and Medicare premiums in retirement. He discusses why year-round tax planning matters and examines strategies such as Roth conversions and qualified charitable distributions (QCDs) that may be worth considering before RMDs begin. Learn why building tax considerations into your broader retirement plan can help you better understand potential challenges ahead. 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.

November 3, 20269 min

Turning 70? These 3 Retirement Moves Deserve Your Attention

Turning 70 doesn’t mean retirement planning is finished. Abe Abich explores three financial moves to consider in your 70s, including qualified charitable distributions, preparing for required minimum distributions, and revisiting important long-term plans. He discusses how QCDs may fit into charitable giving, why future RMDs deserve attention before they begin, and how Roth conversions, long-term care preparation, and estate planning can factor into the bigger retirement picture. 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 27, 202615 min

Inherited an IRA? Don’t Make This First Mistake

Inherited an IRA? One wrong move could create a tax headache you never saw coming. On this episode, Justin Doback of Abich Financial Services explains what beneficiaries need to know before taking action with an inherited IRA. From understanding the 10-year rule and required distributions to avoiding common mistakes that can trigger unnecessary taxes, the conversation covers key considerations for spouses, non-spouse beneficiaries, and anyone navigating an inheritance after the loss of a loved one. 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 20, 202614 min

Why So Many Retirees Are Going Back to Work

What if retirement isn't about leaving work behind, but gaining the freedom to choose it? In this episode, Ryan Oliver discusses why many retirees are returning to work, not because they have to, but because they want purpose, routine, connection, and flexibility. He explores how retirement expectations are changing, the emotional side of leaving a career, and key financial considerations such as Social Security and retirement income planning when earning money after 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 18, 202623 min

Can AI Really Help You Plan for Retirement?

Could artificial intelligence help with retirement planning, or are some decisions too important to leave to a computer? In this episode from this past weekend’s radio show, Abe Abich discusses the growing role of AI in everyday life and where human guidance still matters most in retirement planning. The conversation explores interest rate changes, retirement income strategies, healthcare planning, Roth conversions, RMDs, QCDs, and key financial decisions that often become more important in your 70s. It’s a look at how technology and personalized planning intersect 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 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.