Retire Well with Kelly Racicot
Your guide to income planning, tax-smart strategies, and a worry-free retirement.
Welcome to Retire Well with Kelly Racicot, your trusted source for retirement planning advice and financial confidence.
Each episode, Kelly shares straightforward insights on income planning, managing market risk, tax-saving strategies, and estate planning tools to help you make smart financial choices.
Designed for retirees and pre-retirees, this show helps you create dependable income, protect your savings, and avoid common retirement mistakes.
Tune in and learn how to make your money last, lower your taxes, and enjoy the worry-free retirement you deserve.
It’s time to Retire Well—with clarity, confidence, and peace of mind.
Podcasting since 2023 • 43 episodes
Retire Well with Kelly Racicot
Latest Episodes
Episode 43 New Retirement Rules For 2025
On this episode, Kelly talks about some new retirement account rules that take effect for 2025. Whether you’re still working or retired you’ll want to be aware of how some of these new rules might impact you’re your retirement income planning.<...
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17:27
Episode 42 What is Holistic Planning and Why Your Retirement Needs It
A successful retirement plan should focus on more than just managing your financial accounts. This week we dive into holistic planning. What does mean? And how not taking a holistic approach to your retirement plan can lead to unexpected and of...
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16:44
Episode 41 Avoiding Scams That Target Retirees
On this Halloween edition of Retire Well, we’re shining a light on the frightening world of scams that target retirees. From too good to be true offers to tech savvy schemes, we’ll help you to avoid being tricked and protect your finances.<...
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Episode 41
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27:47
Episode 40 Phase 2 of Retirement Planning
When we think about retirement planning, we generally think about saving and investing for our future. But that’s only the beginning. It’s crucial to give proper thought to what’s next. On this week’s episode Kelly dives into how to manage your...
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Episode 40
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14:24