Kevin Lao
Planning for Retirement with Kevin Lao
- No. of episodes
- 122
- Latest episode
- 2026-03-24
Where can you listen?
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After more than 17 years serving retirees, I’ve seen the same pattern: people spend 30–40 years building wealth, but the biggest financial decisions happen right before and after retirement.
I’m Kevin Lao, a fiduciary financial advisor specializing in retirement income planning, Roth conversions, Social Security, tax strategies, RMDs, and smart investing for those with $1M+ saved.
If you’re within 10 years of retirement or already retired and want clarity, confidence, and tax-efficient income, this podcast is for you. Bonus points if you love golf!