Brought to you by E.A. Buck Financial Services Hosted by Katie Buck & Jeff Buck
About the Show
Retirement doesn’t have to be complicated. Retirement Made Simple is your go-to guide to strategies for smarter planning and retiring with confidence. Hosted by Katie Buck and Jeff Buck, each episode breaks down a key retirement topic—making financial concepts clear and actionable. From taxes and income to long-term care and women’s wealth, the show provides real strategies from real advisors.
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Episode 1: Retirement Planning Made Simple
Host: Katie Buck
Synopsis: Simplify the complexities of investing, taxes, and financial planning with a tax-forward approach and team-based service model. Learn how the E.A. Buck difference can help you feel more confident about your financial picture.
Host: Katie Buck
Synopsis: Simplify the complexities of investing, taxes, and financial planning with a tax-forward approach and team-based service model. Learn how the E.A. Buck difference can help you feel more confident about your financial picture.
Episode 2: Retirement Tax Strategies Made Simple
Host: Jeff Buck
Synopsis: Discover how your retirement income will be taxed—and what you can do about it. Jeff explains how strategic withdrawals and Roth conversions can help you manage your tax bill and keep more of what you’ve earned.
Host: Jeff Buck
Synopsis: Discover how your retirement income will be taxed—and what you can do about it. Jeff explains how strategic withdrawals and Roth conversions can help you manage your tax bill and keep more of what you’ve earned.
Episode 3: Income Planning Made Simple
Host: Jeff Buck
Synopsis: Learn the "Three Worlds of Money"—banking, investing, and insurance—and how to use them together to create a balanced income plan that supports your retirement lifestyle and longevity.
Host: Jeff Buck
Synopsis: Learn the "Three Worlds of Money"—banking, investing, and insurance—and how to use them together to create a balanced income plan that supports your retirement lifestyle and longevity.
Episode 4: Retirement Taxes Made Simple
Host: Katie Buck
Synopsis: Go beyond tax returns and learn how strategic tax planning can boost your long-term wealth. Discover how tools like our exclusive One-Page Tax Forecast can turn the tax code into a powerful planning tool.
Host: Katie Buck
Synopsis: Go beyond tax returns and learn how strategic tax planning can boost your long-term wealth. Discover how tools like our exclusive One-Page Tax Forecast can turn the tax code into a powerful planning tool.
Episode 5: Investing Made Simple
Host: Jeff Buck
Synopsis: Protect what you’ve built. This episode covers how to align your investment strategy with your risk tolerance and retirement timeline while addressing inflation, taxes, and healthcare costs.
Host: Jeff Buck
Synopsis: Protect what you’ve built. This episode covers how to align your investment strategy with your risk tolerance and retirement timeline while addressing inflation, taxes, and healthcare costs.
Episode 6: Market Strategies Made Simple
Host: Jeff Buck
Synopsis: This episode breaks down the importance of protecting your retirement savings from major market downturns, explaining why a big loss can be much harder to recover from than most people realize. You'll learn actionable strategies and risk analysis to help safeguard your future.
Host: Jeff Buck
Synopsis: This episode breaks down the importance of protecting your retirement savings from major market downturns, explaining why a big loss can be much harder to recover from than most people realize. You'll learn actionable strategies and risk analysis to help safeguard your future.
Episode 7: Women’s Retirement Made Simple
Host: Katie Buck
Synopsis: Women often pause their careers, earn less, and live longer—all of which impact their retirement. Katie shares how to navigate these realities with tailored financial strategies specifically for these unique challenges.
Host: Katie Buck
Synopsis: Women often pause their careers, earn less, and live longer—all of which impact their retirement. Katie shares how to navigate these realities with tailored financial strategies specifically for these unique challenges.
Episode 8: Women’s Wealth Made Simple
Host: Katie Buck
Synopsis: Women face distinct financial challenges from caregiving responsibilities to longer life expectancy. Katie explores five reasons women need a unique approach to retirement planning.
Host: Katie Buck
Synopsis: Women face distinct financial challenges from caregiving responsibilities to longer life expectancy. Katie explores five reasons women need a unique approach to retirement planning.
Episode 9: Retirement Tax Planning Made Simple
Hosts: Jeff Buck & John Ingraham
Synopsis: Think your taxes will drop in retirement? Think again. This episode breaks down how taxes really work in retirement and offers actionable strategies like Roth conversions and charitable planning to help reduce your future tax bill.
Hosts: Jeff Buck & John Ingraham
Synopsis: Think your taxes will drop in retirement? Think again. This episode breaks down how taxes really work in retirement and offers actionable strategies like Roth conversions and charitable planning to help reduce your future tax bill.
Episode 10: Simplifying Business Planning for Retirement
Hosts: Jeff Buck & John Ingraham
Synopsis: Business owners face unique challenges when planning for retirement. Learn how to build an exit strategy, value your business properly, and prepare for retirement without an employer-sponsored plan.
Hosts: Jeff Buck & John Ingraham
Synopsis: Business owners face unique challenges when planning for retirement. Learn how to build an exit strategy, value your business properly, and prepare for retirement without an employer-sponsored plan.
Episode 11: Building Confidence with Retirement Made Simple
Hosts: Jeff Buck & John Ingraham
Synopsis: Retirement shouldn’t be scary. Address the top fears Americans have about retirement from the loss of pensions to the cost of long-term care, and learn how a clear, personalized plan can turn fear into confidence.
Hosts: Jeff Buck & John Ingraham
Synopsis: Retirement shouldn’t be scary. Address the top fears Americans have about retirement from the loss of pensions to the cost of long-term care, and learn how a clear, personalized plan can turn fear into confidence.
Episode 12: Long-Term Care Planning Made Simple
Hosts: Jeff Buck & John Ingraham
Synopsis: Did you know 70% of people over 65 will need long-term care? This episode helps you understand the cost, coverage options, and why it’s critical to include this in your retirement strategy—before it’s too late.
Hosts: Jeff Buck & John Ingraham
Synopsis: Did you know 70% of people over 65 will need long-term care? This episode helps you understand the cost, coverage options, and why it’s critical to include this in your retirement strategy—before it’s too late.
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Whether you’ve just started thinking about retirement or you're fine-tuning your existing plan, we’re here to help make it simple.
Schedule your complimentary retirement consultation today.
Let’s talk about your goals, your questions, and how we can help you retire with clarity and confidence.