Retirement For Life

Christian Cyr, CPA, CFP®
  • 4.6 (11)
  • Investing
  • Biweekly

The only retirement show that won’t put you to sleep as we guide you to a comfortable and confident retirement. Christian Cyr, CPA, CFP® the passionate retirement specialist helps you navigate the complex world of retirement with a dash of fun, a heap of wisdom and plenty of real-life application. Whether you're already retired or planning for the future, the Retirement for Life Show is your passport to a secure and enjoyable retirement.    With over two decades of experience, Chris has been assisting individuals in achieving their retirement dreams, whether it's investing wisely, building wealth, or increasing retirement confidence. His expertise has earned him recognition in esteemed national media outlets such as Yahoo Finance, U.S. News and World Report, and CBS News.   Join Chris and his fellow  professionals, Andrea Brannon and Emma Bean, CFA®, as they take you on a journey through essential retirement topics. We cover it all, from Retirement Planning and Investment Tips to Financial Planning, Social Security, Estate Planning, Tax Strategies, and much more. Tune in for practical insights and wisdom that will help transform your retirement goals into reality. http://www.retirementforlife.com/

  1. 2d ago

    Retirement Update (Nov '26) - Christian Cyr, CPA, CFP®

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com What will the 2026 midterm elections mean for your retirement, taxes, and the stock market? In this November Retirement Update, Chris Cyr, CPA, CFP®, explains why America's growing national debt could lead to significant retirement tax increases by 2031 and how rising mortgage payments in 2027 could impact the housing market and broader economy. Learn why proactive retirement tax planning, predictable retirement income, and protecting your savings from future market volatility are essential to a successful retirement. The AIM Retirement SystemTM has four primary goals… Enhance Probability of Retirement Success Maximize Your Retirement Income Stream Leverage Advanced Tax Reduction Strategies Foster Multi-Generational Wealth and Estate Planning   In the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.    My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com (https://cyrwealth.com/)   My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com (https://rflshow.com/).  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report.   #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Retirement Update (Nov '26) - Christian Cyr, CPA, CFP®

  2. 2d ago

    Inside the Financial Plan - Part 2 - EP 59

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com The AIM Retirement SystemTM has four primary goals… Enhance Probability of Retirement SuccessMaximize Your Retirement Income StreamLeverage Advanced Tax Reduction StrategiesFoster Multi-Generational Wealth and Estate PlanningIn the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.   My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com.  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report. #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA DISCLAIMER =============  Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.  This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content. Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.    All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.      Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.   We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Inside the Financial Plan - Part 2 - EP 59

  3. Oct 26

    Inside the Financial Plan - Part 1 - EP 58

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com The AIM Retirement SystemTM has four primary goals… Enhance Probability of Retirement SuccessMaximize Your Retirement Income StreamLeverage Advanced Tax Reduction StrategiesFoster Multi-Generational Wealth and Estate PlanningIn the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.   My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com.  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report. #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA   DISCLAIMER =============  Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.  This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content.   Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.    All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.      Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.   We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Inside the Financial Plan - Part 1 - EP 58

  4. Oct 2

    Retirement Update (Oct '26) - Christian Cyr, CPA, CFP®

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com Chris breaks down three timely topics for retirees and their families: what you should know about the new Trump Accounts, why financially secure retirees may need to give themselves permission to spend more, and how historically low Strategic Petroleum Reserve levels could create new inflation risks. If you’re retired or getting close, these are three important issues worth keeping on your radar. 0:00 Welcome And Monthly Update 0:36 Trump Accounts And The Rules 3:02 Better Child Savings Than Trump Accounts 5:20 Why Retirees Underspend 8:15 Inflation Watch And Oil Risk 10:28 August Wrap Up And Meetings 10:51 AIM Retirement System And Next Steps 12:04 Disclosures And Important Notes The AIM Retirement SystemTM has four primary goals… Enhance Probability of Retirement Success Maximize Your Retirement Income Stream Leverage Advanced Tax Reduction Strategies Foster Multi-Generational Wealth and Estate Planning   In the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.    My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com (https://cyrwealth.com/)   My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com (https://rflshow.com/).  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report.   #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA   DISCLAIMER =============  Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.  This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content.   Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.    All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.      Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances. We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Retirement Update (Oct '26) - Christian Cyr, CPA, CFP®

  5. Sep 2

    Retirement Update (Sept '26) - Christian Cyr, CPA, CFP®

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com In this September Retirement Update, Chris Cyr, CPA, CFP®, shares several important year-end tax planning reminders, including estimated taxes, required minimum distributions, charitable giving and Roth conversions. Chris also weighs in on the debate over social media restrictions for children and takes a look at the economy, housing, AI spending, Nvidia, stock market valuations and what Cyr Financial is watching as we begin looking ahead toward 2027. Most importantly, we discuss why retirement planning isn't simply about making money when markets are good — it's about preparing your retirement for the periods when markets, taxes or both become much less cooperative. 00:00 September Client Update 00:39 Year-End Tax Planning 05:03 Meta, Social Media & Our Kids 08:12 The Economy & Stock Market Outlook 11:32 Protecting Your Retirement 13:38 September Wrap-Up The AIM Retirement SystemTM has four primary goals… Enhance Probability of Retirement Success Maximize Your Retirement Income Stream Leverage Advanced Tax Reduction Strategies Foster Multi-Generational Wealth and Estate Planning   In the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.    My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com (https://cyrwealth.com/)   My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com (https://rflshow.com/).  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report.   #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA DISCLAIMER =============  Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.  This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content.   Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.    All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.      Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances. We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Retirement Update (Sept '26) - Christian Cyr, CPA, CFP®

  6. Aug 4

    Retirement Update (Aug '26) - Christian Cyr, CPA, CFP®

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com Chris breaks down three timely topics for retirees and their families: what you should know about the new Trump Accounts, why financially secure retirees may need to give themselves permission to spend more, and how historically low Strategic Petroleum Reserve levels could create new inflation risks. If you’re retired or getting close, these are three important issues worth keeping on your radar. The AIM Retirement SystemTM has four primary goals… Enhance Probability of Retirement Success Maximize Your Retirement Income Stream Leverage Advanced Tax Reduction Strategies Foster Multi-Generational Wealth and Estate Planning   In the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.    My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com (https://cyrwealth.com/)   My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com (https://rflshow.com/).  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report.   #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA   DISCLAIMER =============  Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.  This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content.   Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.    All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.      Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances. We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

  7. Jul 3

    Putting My Hero on the Spot: 4 Tough Questions for Wade Pfau - Ep 54

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com  You can do everything “right” and still feel unsure about spending in retirement. That’s why we brought on Dr. Wade Pfau, one of the most influential voices in retirement income planning, to talk through what actually works when the paycheck stops and real life takes over. We start with the assumptions many retirees bring to the table, especially the belief that expenses naturally fall, then unpack what the spending smile really means once inflation and health care enter the picture. In the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.     My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com   My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com.  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report.  #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA  DISCLAIMER =============   Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.   This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content.  Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.   All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.   Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.  We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Putting My Hero on the Spot: 4 Tough Questions for Wade Pfau - Ep 54

  8. Jun 19

    Avoid the Retirement Tax Surprise with David McKnight - Ep 53

    Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com  In this special podcast edition, I sit down with David McKnight, bestselling author of The Power of Zero, to discuss why many retirees may face a bigger tax burden than they expect. They cover the retirement tax traps that can come from 401(k)s, IRAs, RMDs, Social Security taxation, and the possibility of higher future tax rates — and why proactive planning may help retirees keep more of their money. 0:00 Intro: Avoiding the Retirement Tax Surprise 4:30 Meet David McKnight, Author of The Power of Zero 7:00 Why Future Tax Rates Matter for Retirees 14:30 How RMDs Can Create a Tax Trap 22:00 Why Roth Conversions Are Often Misunderstood 27:30 The Power of a Tax-Free Retirement Strategy 32:45 Common Mistakes Retirees Make with IRAs and 401(k)s ・The AIM Retirement SystemTM has four primary goals…  ・Enhance Probability of Retirement Success  ・Maximize Your Retirement Income Stream  ・Leverage Advanced Tax Reduction Strategies  ・Foster Multi-Generational Wealth and Estate Planning  In the AIM Retirement SystemTM you always work with our a team, not just a single advisor.  Our credentials include CFP®, CPA, CFA and CRPC.    My Name is Christian Cyr.  I am the president of Cyr Financial Wealth Advisors. Since 1999 we’ve specialized in comprehensive retirement planning.  We are registered with the SEC and are fiduciaries. To learn more about us, visit our website at https://CyrWealth.com  My enthusiasm for retirement planning extends beyond client interactions. I very much enjoy sharing my passion for retirement planning with audiences nationwide, including educational videos like this one and my podcast, Retirement For Life https://rflshow.com.  I have been featured on platforms such as Strategic Investor Radio, MSN, Yahoo News, CBS News, and U.S. News and World Report.   #RetirementPlanning #financialplanning #retirementtips #taxplanning #wealthmanagement #Retirement #Investments #Social Security #Estate Planning #Guaranteed Income, #MailboxMoney #Annuities #Annuity #IRA #401k #Rollover #Retirement For Life #Cyr Financial #Taxes #Roth Conversion #Roth IRA  DISCLAIMER =============   Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  Individuals should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.   This video contains content I created. This Channel DOES NOT Promote or encourage any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. Cyr Financial Incorporated or its members cannot be held liable for any use or misuse of this content.  Investment advisory services provided by Cyr Financial, Inc. an SEC registered investment adviser.     All content on this YouTube Channel is for information purposes only and should not be considered investment, legal or tax advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.       Neither Cyr Financial, Inc., nor its representatives provide tax or legal advice, and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances. We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com  Subscribe to our channel for our latest content visit: Our YouTube ChannelElevate Your Retirement with the AIM Secure Retirement Assessment... our most popular tool!  Powerful customized insights for retiree's or those nearing retirement. Answer 8 simple questions and receive your personalized assessment including the top three action items most likely to supercharge your chances of Retirement Success. If you're interested in learning more about our trademarked AIM Retirement System, visit:   AIMRetire.comWant to connect with Chris?  Schedule a 15 Minute Retirement Readiness call to discuss whatever's on you mind about retirement Retire15.com or just shoot him an email at mailto:admin@cyrfincial.net Try out the industry's leading financial planning software on your own.  We give RFL listeners unlimited free access to the Free Online Planning Tool  Investment advisory s...

    Avoid the Retirement Tax Surprise with David McKnight - Ep 53
See All (61)

4.6
out of 5
11 Ratings

About

The only retirement show that won’t put you to sleep as we guide you to a comfortable and confident retirement. Christian Cyr, CPA, CFP® the passionate retirement specialist helps you navigate the complex world of retirement with a dash of fun, a heap of wisdom and plenty of real-life application. Whether you're already retired or planning for the future, the Retirement for Life Show is your passport to a secure and enjoyable retirement.    With over two decades of experience, Chris has been assisting individuals in achieving their retirement dreams, whether it's investing wisely, building wealth, or increasing retirement confidence. His expertise has earned him recognition in esteemed national media outlets such as Yahoo Finance, U.S. News and World Report, and CBS News.   Join Chris and his fellow  professionals, Andrea Brannon and Emma Bean, CFA®, as they take you on a journey through essential retirement topics. We cover it all, from Retirement Planning and Investment Tips to Financial Planning, Social Security, Estate Planning, Tax Strategies, and much more. Tune in for practical insights and wisdom that will help transform your retirement goals into reality. http://www.retirementforlife.com/

Information

  • Creator
    Christian Cyr, CPA, CFP®
  • Years Active
    2024 - 2026
  • Episodes
    61
  • Rating
    Clean
  • Copyright
    © 2026 Retirement For Life
  • Show Website
    Retirement For Life

You Might Also Like