Video Blog | Orlando Retirement Coach Roger Fishel
Retirement Planning Videos
Short, plain-English videos for retirees and pre-retirees. Each one answers a real question about Social Security, retirement income, taxes and Medicare, so you can make confident decisions at your own pace.
✓ Quick videos you can watch in minutes
✓ Real questions from Orlando and Florida retirees
✓ New videos added regularly
Video Series
Social Security Mistakes: Short Videos
Quick lessons on the Social Security and retirement income mistakes we see retirees make most, and how to avoid them.
The Retirement Income Gap Most People Never See Coming
The Most Expensive Social Security Mistake Most Retirees Make
Working While Collecting Benefits: What to Know Before Claiming
Latest Videos
Watch Our Newest Retirement Videos
Each video post includes the full video plus key takeaways. The newest videos always appear first.
How Much Monthly Income Will You Have in Retirement? Know Your Retirement Paycheck
You may know your 401(k) balance, but do you know your monthly retirement income? Orlando retirement planner Roger Fishel explains how Social Security, savings, taxes and Medicare premiums shape the paycheck you actually get to spend.
Should You Work Part-Time in Retirement? How $20,000 a Year Could Save You Hundreds of Thousands
Should you work part-time in retirement? Even $20,000 a year of part-time income can reduce how much you pull from your 401(k) and IRA by hundreds of thousands of dollars over a 30-year retirement, and the benefits go well beyond money.
Medicare Explained: Why Your Orlando Retirement Strategy Needs a Healthcare Structure
Retiring in Orlando is a dream for many. The sunny weather, the proximity to world-class entertainment, and the
The Orlando Guide to What Age to Collect Social Security.
Deciding when to claim Social Security is one of the biggest retirement decisions you will make. Roger explains how to choose the right age for you.
The Invisible Gap in Your Retirement Plan (Why You Need a Financial Quarterback in Orlando)
Why You Need a Financial Quarterback in Orlando The “Dream Team” That Wasn’t Imagine you are building a
Are You on Track for Retirement?
Retirement Readiness Series: Do you know if you’re on pace to retire comfortably? Many people approaching retirement –
Why Returns Alone Can Ruin a Retirement Plan
One of the most common phrases I hear from people approaching retirement sounds reasonable on the surface: “I’ll
401k Is Not Actually an Account
And Why That Matters More Than You Think Most people believe their 401k is an account, just like
You Can Beat The Market And Still Fail At Retirement
One of the biggest myths in personal finance is the idea that strong investment returns automatically mean a
What You Will Learn
Topics Covered in Our Retirement Videos
Every video answers a real question we hear from clients in Orlando and across Central Florida.
Social Security Timing
When to claim, how your claiming age changes your monthly check and how couples can coordinate spousal and survivor benefits.
Social Security optimization →Making Your Savings Last
Why strong returns alone are not enough, how the order of returns affects retirees and how to build income that holds up in down markets.
Retirement planning services →Medicare and Health Care
How Medicare fits into your overall retirement plan and what to know before you enroll or switch plans.
Medicare insurance guidance →Taxes and Your 401(k)
How withdrawals from 401(k)s and IRAs are taxed and practical ways to keep more of your money in retirement.
Retirement tax strategies →Women's Retirement Insights
Planning for a longer retirement, career gaps, spousal and survivor Social Security benefits, and building confidence after divorce or the loss of a spouse.
Read: The Widow's Tax Trap →Coordinating Your Financial Team
Why your CPA, attorney and advisor need to work together, and the costly gaps that appear when nobody is coordinating the plan.
See our P³ Process →Prefer to Read?
Go Deeper With Our Written Guides
Pair what you watch with an in-depth guide from Prosperous Living, our Florida retirement blog.
Frequently Asked Questions
Video Blog FAQs
Who makes these retirement videos?
Every video is created by Roger Fishel, an Orlando retirement coach and financial advisor, and answers questions real clients ask. Learn more about Roger.
How often do you post new videos?
New videos are added regularly, and the newest always appear first on this page. Subscribe on YouTube to see them as soon as they are released.
Are the videos financial advice?
No. The videos are for education only and do not consider your personal situation. For guidance tailored to you, book a free Clarity Session.
Do you also have written articles?
Yes. Prosperous Living has 50+ in-depth articles on retirement income, taxes, Social Security, Medicare and estate planning.
Can I ask a question for a future video?
Yes, we would love to hear from you. Send us your question and we may answer it in an upcoming video.
Plan. Protect. Prosper.
Have a Question the Videos Did Not Answer?
Get answers for your own situation in a free Retirement Clarity Session, in person in Orlando or virtually from anywhere in the U.S.
Not ready to talk yet? Get the free Retirement Income Guide call (407) 974-7100 or explore our financial services.
