Real Retirement Strategies

Kerry Worden
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  • Investing

The Real Retirement Strategies Podcast Most people spend decades building wealth but very little time planning how to turn that wealth into lasting income, financial security, and freedom. On The Real Retirement Strategies Podcast, host Kerry Worden explores the intersection of real estate, retirement planning, tax strategies, lending, investing, and financial independence. Through conversations with Realtors, investors, lenders, financial planners, attorneys, accountants, business owners, and other industry experts, Kerry helps listeners discover practical ways to build, preserve, and enjoy their wealth. Whether you're a homeowner, real estate investor, business owner, or real estate professional, you'll learn strategies for creating income, reducing taxes, protecting assets, and making smarter decisions about your financial future. Topics include: • Real estate investing and wealth creation • Retirement income planning • Reverse mortgages and housing strategies • Tax-efficient investing and tax deferral strategies • Delaware Statutory Trusts (DSTs) and 1031 exchanges • Financing strategies for investors and entrepreneurs • Social Security and retirement planning • Business succession and exit planning • Estate planning concepts • Building passive income and financial independence The goal isn't simply to retire. The goal is to create options, purpose, and financial confidence so you can spend your time doing what matters most. If you're interested in real estate, retirement, taxes, investing, and creating a more secure future, this podcast is for you. Welcome to The Real Retirement Strategies Podcast.

Episodes

  1. Aug 19

    How AI, Real Estate & Tax Savings Can Transform Your Financial Plan with Rowan Kardos Video

    Rowan Kardos, a former Fisher Investments data analyst who recently became a loan officer at C2 Financial and an investor in private money mortgages. Rowan shares how his passion for technology, AI, investing, and real estate shaped his transition into mortgages and financial planning. A key focus is an AI-powered preservation fund tool Rowan helped develop, demonstrating how tax savings can become a significant source of investment capital and potentially reduce an investor’s out-of-pocket cost. The conversation also explores why real estate and home equity are often overlooked in traditional retirement planning and how tools such as HELOCs, home equity loans, and reverse mortgages can play a role in a broader financial strategy. The speakers discuss AI’s growing role in financial planning, emphasizing that technology can produce powerful analysis and visuals, but human judgment, experience, and intuition remain essential. Rowan also shares his long-term real estate goals and how marriage, combined finances, future children, and college planning are influencing his financial decisions. Key Takeaways Tax savings can potentially become a powerful source of investment capital.Real estate and home equity deserve a larger role in retirement planning.AI can enhance financial analysis but cannot replace human judgment.Major life transitions should be incorporated into long-term financial planning.Young professionals can benefit from starting early, finding mentors, and being intentional with their time and money.Quotes “You can make a really good investment using tax savings as the investment.” “Most planners ignore the house, but it’s usually your biggest investment.” “AI can generate beautiful reports, but you still need human judgment to know if they actually make sense.” Timeline 00:00 – Rowan’s background01:50 – AI, reverse mortgages, and tax strategies03:10 – Preservation funds and tax savings09:35 – AI and the future of financial planning13:12 – The importance of human intuition17:39 – Real estate in financial planning18:35 – Home equity and retirement strategies20:00 – Marriage and financial planning22:47 – Advice for new graduates26:17 – FPA involvement and volunteeringConclusion Rowan’s journey highlights the intersection of AI, data, mortgages, real estate, and financial planning. The episode shows how technology can make complex strategies easier to understand while reinforcing that experienced human advisors remain essential. For both younger investors and those approaching retirement, the conversation offers a valuable reminder to think beyond traditional investments, consider the full value of real estate, and start building a thoughtful financial strategy early.

  2. Aug 14

    How AI, Real Estate & Tax Savings Can Transform Your Financial Plan with Rowan Kardos

    Rowan Kardos, a former Fisher Investments data analyst who recently became a loan officer at C2 Financial and an investor in private money mortgages. Rowan shares how his passion for technology, AI, investing, and real estate shaped his transition into mortgages and financial planning. A key focus is an AI-powered preservation fund tool Rowan helped develop, demonstrating how tax savings can become a significant source of investment capital and potentially reduce an investor’s out-of-pocket cost. The conversation also explores why real estate and home equity are often overlooked in traditional retirement planning and how tools such as HELOCs, home equity loans, and reverse mortgages can play a role in a broader financial strategy. The speakers discuss AI’s growing role in financial planning, emphasizing that technology can produce powerful analysis and visuals, but human judgment, experience, and intuition remain essential. Rowan also shares his long-term real estate goals and how marriage, combined finances, future children, and college planning are influencing his financial decisions. Key TakeawaysTax savings can potentially become a powerful source of investment capital.Real estate and home equity deserve a larger role in retirement planning.AI can enhance financial analysis but cannot replace human judgment.Major life transitions should be incorporated into long-term financial planning.Young professionals can benefit from starting early, finding mentors, and being intentional with their time and money.Quotes“You can make a really good investment using tax savings as the investment.” “Most planners ignore the house, but it’s usually your biggest investment.” “AI can generate beautiful reports, but you still need human judgment to know if they actually make sense.” Timeline00:00 – Rowan’s background01:50 – AI, reverse mortgages, and tax strategies03:10 – Preservation funds and tax savings09:35 – AI and the future of financial planning13:12 – The importance of human intuition17:39 – Real estate in financial planning18:35 – Home equity and retirement strategies20:00 – Marriage and financial planning22:47 – Advice for new graduates26:17 – FPA involvement and volunteeringConclusionRowan’s journey highlights the intersection of AI, data, mortgages, real estate, and financial planning. The episode shows how technology can make complex strategies easier to understand while reinforcing that experienced human advisors remain essential. For both younger investors and those approaching retirement, the conversation offers a valuable reminder to think beyond traditional investments, consider the full value of real estate, and start building a thoughtful financial strategy early.

  • 2 Episodes

About

The Real Retirement Strategies Podcast Most people spend decades building wealth but very little time planning how to turn that wealth into lasting income, financial security, and freedom. On The Real Retirement Strategies Podcast, host Kerry Worden explores the intersection of real estate, retirement planning, tax strategies, lending, investing, and financial independence. Through conversations with Realtors, investors, lenders, financial planners, attorneys, accountants, business owners, and other industry experts, Kerry helps listeners discover practical ways to build, preserve, and enjoy their wealth. Whether you're a homeowner, real estate investor, business owner, or real estate professional, you'll learn strategies for creating income, reducing taxes, protecting assets, and making smarter decisions about your financial future. Topics include: • Real estate investing and wealth creation • Retirement income planning • Reverse mortgages and housing strategies • Tax-efficient investing and tax deferral strategies • Delaware Statutory Trusts (DSTs) and 1031 exchanges • Financing strategies for investors and entrepreneurs • Social Security and retirement planning • Business succession and exit planning • Estate planning concepts • Building passive income and financial independence The goal isn't simply to retire. The goal is to create options, purpose, and financial confidence so you can spend your time doing what matters most. If you're interested in real estate, retirement, taxes, investing, and creating a more secure future, this podcast is for you. Welcome to The Real Retirement Strategies Podcast.

Information

  • Creator
    Kerry Worden
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © 2026 Kerry Worden