29029. What do those numbers mean to you? To many, they represent the highest point on earth Mt. Everest, to others, 29029 is a community bonded by human achievement, adventure, and the best of humanity. It's a group of likeminded people who take on significant challenges and experience life, the way it should be. To some, 29029 is an opportunity to craft their unique stories. And we're here to bring those stories to life. 29029 is a new category of endurance sport — the challenge is to hike ...
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The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Join hosts Abe Abich and Pat Volk, two experienced financial planners who share decades of expertise on everything from Social Security 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 and Pat provide personalized solutions to the most common retirement c ...
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Managing Risk In Retirement
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Abe discusses the current state of the market and the importance of balancing risk in a retirement plan. He also highlights the challenges faced by women in retirement and why healthcare planning shouldn't be overlooked. Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/listener for privacy inf…
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Preparing For Taxes And Risks Of A Stock Market Bubble
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Abe discusses making savings work in retirement, what the expiration of the Trump tax cuts could mean, and the risk of a stock market bubble. He emphasizes the importance of tax planning, including Roth conversions, to take advantage of current tax rates. Abe also highlights the need to protect retirement savings from market downturns by implementi…
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Strategies To Mitigate Tax Risks In Retirement
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Preparing for a financially secure retirement requires careful planning and guidance. Some people have saved one to five million dollars for retirement, which can be enough to live comfortably if managed properly. However, it's important to have a comprehensive plan that goes beyond just investments. This includes considering income and distributio…
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Episode 48 - She Googled "Hard Endurance Events" | Hannah Waters
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Sometimes the world feels so big and overwhelming. There are so many people in so many places with so many opinions, values and path. ......But something happens on the mountains and the trails, on long bike rides and over monotonous hours of endurance training. There’s something within endurance sport that acts like a binding agent reaching across…
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Interview with Marc Hodulich: Founder of 29029 Everesting
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Mark Hodulich, CEO and co-founder of 29029 Everesting, discusses the impact of endurance events on all areas of life and the importance of pursuing dreams and goals. He shares the story behind founding 29029 and the unique endurance challenge it offers. The challenge involves hiking the equivalent of Mount Everest in 36 hours or less, with the supp…
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Achieving Financial Independence And Retirement Goals
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Abe explains the difference between financial independence and retirement planning and how they can be achieved simultaneously. Abe also highlights the common mistakes people make with their 401k plans and offers suggestions on how to avoid them. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/…
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Don’t Ignore Warning Signs In Your Finances
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Abe discusses the things that people worry about in retirement and how to alleviate those worries through financial planning. He emphasizes controlling what you can control and the need for regular check-ups and adjustments to retirement plans. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/li…
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The Impact of Interest Rates And Inflation On Retirement Savings
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Pat Volk explains the importance of being cautious with financial news and headlines and discusses the current state of interest rates and inflation. He also mentions different options for conservative investments for diversifying your portfolio. Pat also mentions focusing on generating income and protecting against market volatility in a retiremen…
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Episode 47 - A Challenge to Check Your Soul | David Allen
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The mountain has a way of checking our soul, of challenging us on multiple levels all at once. We met David Allen at Snowbasin this year. He was strong, fit and capable, a gym owner, former athlete and powerlifter.. He always smiled when we referred to him as “Dr. David Allen” when he would return to the base of the mountain to brand his board. (Si…
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Decluttering And Consolidating Financial Accounts
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Abe discusses the importance of having a well-thought-out retirement plan and implementing tax strategies to reduce future obligations. He also touches on the impact of tax code changes and the need for consolidation and guidance in financial decision-making. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See om…
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Transitioning To A New Financial Advisor: Making Informed Decisions
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Abe discusses the concerns people may have when choosing to switch financial advisors and explains the process he and his firm go through when helping new clients. He also emphasizes the importance of entering “Phase 2” of your retirement plan and living off life savings. Ready to start building out your retirement plan? Visit TheRetirementKey.com …
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Election-Proofing Your Retirement Plan
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Abe discusses the impact of the upcoming election and government spending on retirees' financial future. He emphasizes the importance of election-proofing retirement plans and addresses concerns about rising taxes. Abe also talks about the need to protect retirement savings from market volatility and discusses tax planning and conversions. Ready to…
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Pat Volk recently had the chance to interview the Murray Bros. at their annual Caddyshack Charity Golf Tournament down in St. Augustine, Florida. Bill Murray shares his accidental experience at a Bitcoin ATM when attempting to withdraw cash. See omnystudio.com/listener for privacy information.Kirjoittanut Abe Abich
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Giving Yourself Permission To Spend In Retirement
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Abe discusses the importance of preparing for the future by addressing taxes and retirement income. He highlights the potential impact of proposed tax changes on middle-class Americans and emphasizes the need for tax planning in retirement. Abe also addresses the concern of retirees who are unsure about spending their savings and explains the impor…
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Unique Considerations For Women's Retirement
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In this conversation, Pat Volk discusses the importance of planning for retirement and the unique considerations for women. He shares his personal experience with his mother's financial struggles after his father's passing and emphasizes the need for guaranteed income streams in retirement. Pat also highlights the differences in retirement outlooks…
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Episode 46 - Couch to Everest | Grace Lee
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Editor's Note: We aren't just talking about climbing 29,029 at one of our 6 - 29029 mountain events (though we are going to do that too)......We are talking about THE REAL MOUNT EVEREST! Enjoy! ********* Let’s talk about your dreams and ambitions……I know you have some! Maybe they are in the form of a bucket list item that you want to check off befo…
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Estate Planning And Leaving A Legacy
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In this episode, Pat Volk discusses the importance of having conversations with family members about finances and estate planning. He also emphasizes the need for open communication and updating life insurance and long-term policies while planning for retirement. Ready to discuss your estate plan? Visit TheRetirementKey.com today! See omnystudio.co…
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How Much Money Do You REALLY Need To Retire?
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$1 Million used to be what you needed to retire, but the latest average according to Schwab is $1.8 Million. Is this number actually accurate? In this episode, Abe discusses if it's possible to retire with under $1 million and how individual circumstances play into a retirement plan. Also, Abe breaks down the tax consequences in retirement that peo…
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The Impact Of Inflation On Financial Planning
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The latest inflation number came in hot, implying that the Fed won't be cutting interest rates anytime soon. Government spending contributes to inflation, which may have an impact on your financial plan heading into retirement. In this episode, Pat Volk explores the different options, such as annuities, that may help protect and generate income dur…
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Episode 45 - Red Hats Ahoy! | Ben Towill
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If I can climb 29,029 feet in 36 hours, with very little sleep and live to tell the tale…..What else can I do? If you are signed up for 29029 get ready to ask yourself this question when you get home from the mountain. It’s inevitable. Doing hard things is a key that unlocks future potential. We gain a great perspective of what might be possible wh…
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Creating A Personal Pension For Your Retirement
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Planning for retirement and creating a personal pension are crucial for a secure financial future. In this episode, Abe discusses that having a sound income plan is essential while living out your retirement years. Also, Abe explains how the 60-40 model (60% stocks and 40% bonds) may not be as effective in today's market, and alternative strategies…
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Protection From Market Corrections And Fees In Retirement
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The stock market continues to make new highs thanks to “The Magnificent 7” which has caused concern for a correction. How much longer can the market run up thanks to a handful of stocks? On this episode, Abe warns that too much exposure to the market during retirement and the years leading up to retirement can negatively impact your life savings. P…
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Episode 37 - Everesting at 80 | Jim Fisher
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Most 80 year old men you find sitting comfortably in a recliner surrounded by their grandchildren telling stories of adventures long past. Jim Fisher is not one of those 80 year old men. Jim is still seeking adventures, still climbing mountains and still living his life to the fullest. In 2021, 29029 Alumni Chuck Fisher invited his parents to climb…
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Saving Time And Money While Planning For Retirement
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Spending 12 hours a week to plan for one day. That’s what a new study reveals about wedding planning. But what about when it comes to planning for 20-40 years of your life in retirement? On this episode, Abe discusses the importance of planning for retirement and the role of a financial advisor in creating a comprehensive retirement plan, helping s…
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Episode 44 - The Never-Ending Search for Happiness | Amber Conlin
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Have you ever watched a great athlete perform? They can look flawless. Light on their feet. Perfect form. They make everything look effortless. Whether it's at 29029 or another endurance event it’s easy to see the “front of the pack” and think “how can this be so easy for them”.....”and why isn’t it that easy for me” I’m not sure what it is that ma…
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“Beatlemania Boomers” Are Facing A Retirement Crisis
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New research shows the youngest Baby Boomers, born between 1960 and 1965, have significantly less wealth than older Boomers thanks to the Great Recession which hit during their peak earning years. On this episode, Abe speaks to the work they do at Abich Financial do build protections around their client’s savings to help avoid this kind of catastro…
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Retirement Risks You Didn't See Coming
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Preparing for retirement is a marathon, not a sprint. But even the most seasoned runners can trip over unexpected hurdles. On this episode, Abich Financials’ Sr Advisor Pat Volk talks about hidden risks that can derail your retirement dreams. Pat shares his thoughts on: Why chasing high returns might not be the best strategy for everyone. The cruci…
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Preparing Your Retirement For Adversity
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Many are worried about how rising interest rates, inflation, and market volatility could affect their retirement. So, how does the CEO of America’s biggest bank position his business for adversity? JP Morgan Chase’s Jamie Dimon shares his perspective on ways to “weather the storms.” Abe points out how this “good business advice” aligns with how we …
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Episode 43 - Level Up | Alvaro Nunez
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American Entrepreneur and Author Jim Rohn is often credited with the saying “You are the average of the 5 people you spend the most time with.” So look around. Who’s in your circle? Are the people you are spending the most time with people who you look up to; people who you want to be like? Alvaro Nunez is one of those people you want in your circl…
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Unwanted Surprises That Could Derail Your Retirement Dreams
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Dreaming of a retirement filled with relaxation and adventure? Then you’ll want to learn more about unforeseen issues that can throw even the best-laid plans into disarray. In this episode, financial advisor Pat Volk of Abich Financial Services pulls back the curtain on common yet surprising challenges that can derail your retirement dreams. From i…
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What Is Your Social Security Risk Score
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As the Social Security solvency crisis looms, many Americans are wondering what they can do to help protect their retirement income should they face benefit cuts. On this episode, Abe Abich speaks with David Duley, a foremost expert on Social Security and co-founder of Social Security Risk Score, about the history and complexities of the program. D…
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How Moving Vans Have Become A New Retirement Tax Strategy
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California has lost over 750 thousand residents over the last three years because of its oppressive state tax rate of 13.3%. People are leaving for places like Florida, Texas and Tennessee that have no state income tax. On this episode, Abe talks about other (aka – easier than moving) strategies that may be able to help you limit the taxes you’ll o…
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Navigating Election Volatility & Retirement Advice From Nick Saban
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Worried how election volatility could affect your retirement nest egg? You're not alone. In this episode, Abe breaks down strategies for pre-retirees and retirees to navigate uncertain markets, including shifting from growth to income, building a comprehensive retirement roadmap, and de-risking your portfolio. We also hear from Alabama’s Nick Saban…
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Episode 42 - BONUS 29029 FAQ | Joannie Rich
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We don’t know about you, but we just can’t get enough of Joannie Rich! If you haven’t, go back and listen to episode 41 so you can meet Joannie and get a glimpse of why she owns 13 red hats and plans to keep climbing. Joannie is a wealth of knowledge not only on the mountain but at home too. She is generous with her time taking calls and answering …
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Episode 41 - Why Not | Joannie Rich
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When most people sign up for 29029 they get used to being asked “but Why?” Why in the world would you want to climb the same mountain for 36 hours? Why would you want to put yourself through that? Why would you climb in the rain, the sun, the dark, the snow? Why would you dedicate so much of your time to earn a red hat? Joannie Rich has been asked …
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Ways To Test Your Financial Longevity
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Researchers have created a simple test that might predict mortality risk. It consists of standing on one leg with the other tucked behind your knee, and your arms at your sides for 10 seconds. They claim the longer you’re able to do this, the longer you’ll live. But what about your financial plan? Will your money last as long as you do? On this epi…
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401(K) “Overconfidence” and Social Security “Mulligans”
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Have you checked your 401(k) lately? There’s a good chance it’s looking a lot better than it did a year ago. But behavioral economists warn how the overconfidence that comes with making big gains can cause people to take bigger risks with their investments. In this episode, Abe also talks about the emotional toll of constantly logging into your acc…
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Learn About 2024's Financial Strategies for Retirement
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How much money do you need to be happy? Baby Boomers say $124K annually, while Millennials want more than a $500,00 each year! But one thing all generations agree on: having a financial plan can help bring a sense of security. On this episode, Abe shares what we can anticipate in 2024. Whether you're nearing retirement or already enjoying it, Abe s…
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Navigating Financial Storms: Predicting Interest Rates and Preparing for 2024
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The stock market saw a nice rally in November, and some believe we are set up for a great start for 2024 with the Fed lowering interest rates. But not everyone’s on board with that thinking. Abich Financial's Senior Financial Advisor Pat Volk, dives into the unpredictable world of interest rates and the contrasting opinions on rate cuts. In the mid…
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Navigating the Ever-Changing Financial World, And The Challenges Of DIY Retirement Planning
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In this episode, Abich Financial's Senior Financial Advisor Pat Volk, reminisces over favorite holiday movies like, Home Alone. A particular scene from the movie prompts a conversation about the changes Pat has seen in the financial world during his career. He discusses the transition from traditional pension plans to the prevalence of 401(k)s, the…
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Strategies for 2024: Post-Retirement Roth Conversion Benefits and Managing Higher Interest Rates
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As we approach the year-end, Abe discusses the importance of resetting financial goals and addresses the impact of political and economic changes on retirees. Discover the potential benefits of Roth conversions, whether you're still in the workforce or already retired. Abe sheds light on how retirees can take advantage of strategic tax planning and…
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Episode 40 - Setting & Crushing Your Big Goals | 29029 Co-Founders Marc Hodulich, Jesse Itzler & Colin O'Brady
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On December 12, 2023 the three 29029 Co-Founders (Marc Hodulich, Jesse Itzler and Colin O’Brady) sat down to welcome our community to a new year and a new season! Each of these men lives and breathes endurance sports. It’s not just their business, it is their lives. Their takeaways for how to plan, prepare and balance a massive goal like 29029 is j…
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Navigating Year-End Financial Planning, Investment Trends, and the 'T-Bill and Chill' Phenomenon
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Christmas and New Years are just around the corner. So, have you made an appointment for year-end financial planning? On this episode, Abe shares the things they look out for when having these meetings at Abich Financial Services like required minimum distributions (RMDs), tax loss harvesting, and optimizing allocations. We also discuss Wall Street…
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Learn Why Dave Ramsey's Retirement Insights Are Flawed
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Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit Abich Financial Services website or call 571-554-1980. Find even more helpful insights from Abe Abich, Pat Volk and…
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What History and Volatile Markets Can Teach Us
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Join Pat Volk of Abich Financial Services as he explains how significant historical financial events can help you make decisions about your financial future and retirement based on where you're at in life right now. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin you…
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It's Feast or Famine in Retirement
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If retirement were like a Thanksgiving meal, Abe shares what should be the "main entrée," and what should be "sides". Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, vis…
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Episode 39 - "Go and Make it Meaningful" | Jon Samnick
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1:04:28
The hardest thing about producing this podcast is that all of our participants at 29029 have a story. They have REALLY good stories. We are going to keep sharing those stories with you month after month and season after season.....but every once in a while there is a story that transcends the others. A story that epitomizes what 29029 stands for. J…
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How to Win Without Losing in Retirement
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If you are over 50, you don't want to miss this episode. Tune in as Abe shares insights on why you should be cautiously optimistic in today's market and how consolidation might expose lost retirement accounts. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your pers…
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2023 Warning Signs & 2024 Opportunities for Your Retirement
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Tune in to learn what Abe feels are 2023 warning signs and how bonds can play a part in your portfolio. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit Abich Finan…
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Understanding RMDs or Required Minimum Distributions
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Abe takes the time to break down what RMDs are, why they are important, and provides strategic advice for those who might not need this additional income but are required to take it. He introduces the concept of Qualified Charitable Distributions (QCDs), a strategy that not only satisfies RMD requirements but also allows for meaningful charitable c…
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