Financial Planning for Those Retiring in 5-10 Years: The Podcast
If you’re within 5–10 years of retirement, this podcast is for you. Kolin breaks down the real financial decisions, beyond just returns, that can help you work towards reaching your financial goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) <u> are not </u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Episodes
8 episodes
If I were 10 years until retirement, I would want to get clear on these six things | Episode 8
In this video I talk about the important questions and decisions to focus on if I were 10 years until retirement. Retirement is one of the biggest decisions that occur in our lives, so you should take time to focus on many important details. Wh...
Inherited IRAs: What You Need To Know (Spouse Beneficiary) | Episode 7
In this video I talk about inheriting a retirement account as a spouse beneficiary. These rules are different than a non-spouse beneficiary of a retirement account. I talk about the 3 options you have, whether that is rolling the money into you...
Max Social Security Benefits in 2026 | Episode 6
In this video Kolin Hayes talks about the maximum social security benefit someone can earn in 2026. He looks at the social security wage base in 2026 of $184,500 and how that has increased each year. Kolin talks about the cost of living adjustm...
Inherited IRAs: What You Need To Know (Non-Spouse Beneficiary) | Episode 5
In this video Kolin talks about inherited IRAs and what you need to know as a non-spouse beneficiary of a retirement account. As a non-spouse beneficiary, there are some new rules that dictate when and how you remove money from an inherited ret...
Social Security: What You Need To Know (2026) | Episode 4
In this episode I talk about how Social Security claiming works. How your Social Security (SSA) benefit is reduced or increased based on when you claim. I talk about 5 things to think about when planning a SSA claiming strategy. ➡️...
Required Minimum Distributions: How They Work and How to Plan For The Future Taxes | Episode 3
In today's video I talk about Required Minimum Distributions, also known as RMDs. I talk about how they work, when they start and things to think about when it comes to RMDs. The future tax impact that they can have on your plan and your money....
What is a Financial Planner (& How Does It Differ From A Financial Advisor?) | Episode 2
In this episode, I talk through the differences of a financial planner and a financial advisor, what each one focuses on, and how to figure out which might be the right fit for you. I talk about the type of financial planning work I do with my ...