Retireable
Have you ever tried asking someone to explain the steps they took to help achieve a confident retirement? Retirement planning is a complex and deeply personal journey—one we ideally navigate just once in our lives. Welcome to Retireable, where experience and trusted advisors Michael Wallace and John Sauger explore all things retirement. Drawing on years of experience helping families at or near retirement to help achieve their goals and dreams, Mike and John share their knowledge to help guide listeners toward a fulfilling retirement. Each episode features insights from professionals across various aspects of retirement life, as well as examples of families pursuing their ”Retireable” years. Join us as we discuss the strategies, examples, and steps designed to help you pursue a confident retirement.
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Episodes
Friday Apr 25, 2025
Friday Apr 25, 2025
Special Episode: Market Mayhem & Finding Peace of Mind with Tom Siomades
In this timely and impactful episode of the Retirable Podcast, hosts Mike Wallace and John Sauger are joined by Tom Siomades, Chief Market Strategist at AE Wealth Management, for a deep dive into one of the most volatile weeks in recent market history.
As tariff headlines shake investor confidence and media noise cranks up the panic, Tom brings clarity, context, and calm. With over three decades of experience tracking market trends, Tom shares why this volatility isn't unprecedented—and why it’s crucial to zoom out, stay grounded, and trust in a solid financial plan.
What you’ll learn:
Why market swings shouldn’t derail your retirement strategy
How tariff uncertainty is influencing investor behavior
The role of perspective and long-term thinking in financial planning
Why emotional decision-making is the real threat—not the headlines
How to stay focused on your goals, not just your portfolio balance
Tom's insights offer a refreshing antidote to the fear-driven headlines, reminding us that the real power lies in preparation, not prediction. Whether you’re feeling anxious about the markets or simply seeking a steadier voice in uncertain times, this episode will leave you informed, reassured, and ready to move forward with confidence.
Wednesday Apr 09, 2025
Wednesday Apr 09, 2025
In this episode of the Retireable Podcast, Mike Wallace and John Sauger dive into two critical - but often misunderstood - concepts in retirement planning: asset allocation and asset location.
They break down the difference between what you’re invested in (allocation) and where your investments are held from a tax standpoint (location) - and why both matter for long-term financial health. From diversification strategies and sector exposure to the hidden tax traps of retirement income, Mike and John use real-world examples and a dash of humor to make complex ideas easy to understand.
You'll also hear a heartfelt story about the impact of planning ahead, even down to organizing collectibles, and how those thoughtful details can leave a lasting legacy for loved ones.
Whether you're planning your future or already retired, this episode will help you ask the right questions, avoid costly mistakes, and create a smarter, more strategic financial plan.
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
In this episode of Retireable Podcast, hosts Mike Wallace and John Sauger dive into one of the most important yet often overlooked aspects of retirement planning: taxes. They break down the different types of retirement accounts—tax-deferred, taxable, and tax-free—and learn ways on how strategic tax planning can help make a significant impact on your financial future.
Key topics include:✅ The difference between tax recording and tax planning✅ Learn ways Roth conversions can help reduce your tax burden in retirement✅ Why Social Security, pensions, and RMDs can create unavoidable tax implications✅ The impact of tax law changes and why planning ahead is so important✅ Strategies like tax-loss harvesting to help minimize unnecessary taxes
Whether you’re approaching retirement or already in it, understanding these strategies can help you keep more of your hard-earned money. Tune in to learn ways proper tax planning could save you hundreds of thousands of dollars over your lifetime!
Monday Jan 13, 2025
Monday Jan 13, 2025
In this engaging episode of the Retirable Podcast, hosts Mike Wallace and John Sauger dive into the art of financial analysis, breaking down the essential pillars: risk, fees, and taxes. From understanding investment performance to uncovering hidden fees and navigating complex tax implications, they offer insights to help listeners make more informed decisions about their financial future.
John shares a compelling story about a life-changing career switch and the holistic financial planning considerations involved, from tax strategies to retirement accounts. The hosts also discuss the importance of ongoing analysis and adapting plans as life and financial goals evolve.
Packed with practical advice and relatable examples, this episode is a must-listen for anyone seeking to build confidence in their financial journey. Tune in now to gain valuable insights for navigating life’s big transitions and help secure your retirement dreams!
Thursday Dec 05, 2024
Thursday Dec 05, 2024
Welcome to Season 3 of the FSA Podcast, Retireable! In this episode, we’re excited to share updates about our brand-new studio and take you behind the scenes of what happens when you choose to partner with Learn about the steps involved in our client process and the ways we help you navigate your journey toward financial confidence as we work with you to create your comprehensive financial plan designed to help secure your retirement goals and objectives. Tune in!
Connect with us!
Web: fsa1.com
Phone: 800-977-9292
Email: info@fsa-1.com