Retirement With/On Purpose

A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.

Retirement With/On Purpose is a education podcast hosted by Unknown Host, with 50 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Retirement With/On Purpose, a education show with 50 episodes published.

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  Episode #49

  Childhood Joy to Everyday Kindness: Unlocking Purpose and Well-Being in Retirement

  Jul 27, 202630 min

  Trevor interviews licensed clinical psychologist Nancy Herrera to explore the psychological and emotional transitions of life after work. Herrera shares how reconnecting with childhood passions—such as yard work, hospital volunteering, and structured community activities—helped overcome the disorienting "entropy" of early retirement by establishing vital external accountability. Reflecting on her journey, she emphasizes the importance of setting boundaries, prioritizing personal health, and nurturing intergenerational relationships. Concluding with insights from a Scientific American study , Lawson highlights how simple acts of everyday kindness systematically boost mood and foster connection, offering retirees a practical framework for finding lasting fulfillment. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.

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  Episode #48

  Retirement Realities: Navigating Time Management, Intentional Saving, and Personal Inflation

  Jun 29, 202634 min

  Trevor introduces a new format by interviewing retired North Carolina clerk of court Susan Hicks to explore the emotional and practical transitions of life after work. Susan shares firsthand insights on the challenge of shifting from a rigid career schedule to managing an open slate of retirement time, emphasizing that finding purpose can come from simple, flexible daily goals and community service rather than a job title. Transitioning to technical planning, Trevor revisits recent financial data to break down personal inflation rates versus the standard Consumer Price Index (CPI), guiding listeners through three crucial questions regarding spending habits, inflation-adjusted income sources like Social Security, and how early-retirement price spikes compound sequence of returns risk. References: https://www.morningstar.com/retirement/how-much-should-retirees-worry-about-inflation Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.

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  Episode #47

  Inheriting the Vacation Home: 5 Strategies for Tax-Efficient Estate Planning

  May 4, 202613 minS0

  <p>Trevor Lawson addresses the complex financial and emotional challenges of passing down real estate, particularly cherished vacation homes, to the next generation. With approximately $25 trillion in real estate expected to transfer to heirs by 2048, Trevor outlines five essential strategies to minimize capital gains taxes and avoid family conflict. Key insights include the benefits of a step-up in basis over lifetime gifting, the use of Limited Liability Companies (LLCs) and trusts to shield heirs from personal liability, and the importance of drafting clear operating agreements to define usage rights and buyout provisions. The discussion also highlights the necessity of endowing...

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  Episode #46

  RMD Timing Strategies: Maximizing Your Retirement Distributions

  Apr 20, 202615 minS0

  <p>How do retirees optimize tax-deferred growth and portfolio longevity? Host Trevor Lawson evaluates three distinct approaches for 2026: delaying withdrawals until year-end to maximize tax-deferred compounding , taking distributions early in the year to eliminate penalty risks and facilitate Roth IRA conversions , or utilizing a systematic monthly or quarterly "installment" method to mitigate market volatility. By analyzing hypothetical scenarios and the "surgical" rebalancing of appreciated assets, Lawson provides a comprehensive guide for retirees and DIY investors to move beyond the year-end rush and align their IRA withdrawal strategies with their long-term financial goals.</p><p>Reference:<br>https://www.morningstar.com...

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  Episode #45

  Cracking the Code on Estimated Tax Penalties

  Apr 6, 202611 minS0

  <p>Trevor Lawson tackles a timely and often expensive issue for retirees and business owners: the surge in underpayment penalties for estimated taxes. With penalty rates nearly doubling since 2021, Lawson explains how taxpayers with non-withholding income—such as investment gains, self-employment earnings, or Roth IRA conversions—can inadvertently trigger interest-based charges by failing to pay taxes quarterly. The discussion outlines essential "safe harbor" strategies to avoid these costs, including paying 90% of the current year’s tax or 100-110% of the prior year’s tax in equal installments. Lawson shares a pro tip for retirees: using late-year IRA withdrawals with high tax with...

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