Show overview
The Savvy Investor Podcast has been publishing since 2019, and across the 7 years since has built a catalogue of 335 episodes. That works out to roughly 100 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run ten to twenty minutes — most land between 13 min and 25 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 5 days ago, with 30 episodes already out so far this year. Published by Impact Partnership.
From the publisher
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals. Don't miss an episode! Subscribe or follow today! Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.
Latest Episodes
View all 335 episodesOld Stocks, Lost Assets, and Costly Retirement Mistakes
Should You Take Social Security Early? The Answer Isn’t So Simple
What If Your Retirement Projection Is Missing the Most Important Details?
The Social Security Tradeoff Most Retirees Don't Calculate
How Will Your Retirement Savings Turn Into a Paycheck?
Are You Planning to Live Longer Than Your Money?
Avoid This Costly Mistake in Your Estate Plan
Stop Watching the Market and Start Planning Your Retirement Income
The Risk of Doing Nothing With Your Retirement Plan
The Hidden Tradeoffs of “Playing It Safe” After You Retire
Why Diversification Alone Isn’t Enough for Retirement
Sitting Down with the Murray Brothers from the Caddyshack Charity Golf Tournament
When Headlines Hijack Retirement Decisions
From Growing Wealth to Using It: The Retirement Shift Most Miss
Hiring a Financial Advisor: What to Ask & What to Watch For
The Retirement Tax Surprise Catching People Off Guard
Why Short-Term Losses Feel Bigger Than Long-Term Gains
The Roth Conversion Sweet Spot
Is there really a “perfect” age to convert retirement dollars? Or is that the wrong question entirely?In this episode, Ryan Herbert & Lawrence Kiely break down the often-misunderstood idea of Roth conversion “sweet spots” and why timing alone doesn’t equal strategy. They discuss how tax brackets, Medicare IRMAA, account balances, and life events all shape conversion decisions. The conversation highlights the risks of picking arbitrary numbers, relying on advice in isolation, or only thinking about taxes once a year. Instead, the focus is on coordination, context, and building a plan that adjusts as income, retirement timing, and cash flow change. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ X - https://bit.ly/3PHxqDJSee omnystudio.com/listener for privacy information.
When Markets Slip: Why Volatility Feels Bigger Than It Is
Market drops grab headlines, but they’re rarely the biggest challenge facing retirement plans. On this episode, Ryan Herbert & Lawrence Kiely break down the difference between routine market corrections, bear markets, and rare major downturns, while also discussing why short-term volatility often gets more attention than long-term planning realities. They explain how retirement strategies can be structured to separate income needs from market swings, helping investors stay focused on monthly cash flow rather than daily headlines. The conversation also explores why market timing creates challenges, how recent volatility shows up in client conversations, and where tax strategies like Roth conversions tend to surface during down markets. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ X - https://bit.ly/3PHxqDJSee omnystudio.com/listener for privacy information.
Building a Retirement Roadmap You Can Follow
What if your retirement plan worked more like a GPS: clear directions, planned stops, and updates when conditions change? In this episode, Mike Canet & Ryan Herbert use a road-trip analogy to explain why retirement planning shouldn’t rely solely on probabilities and projections. They discuss the value of having a written, step-by-step income roadmap that accounts for taxes, inflation, Medicare considerations, and changing milestones. You’ll hear why ongoing reviews matter, how detours can affect long-term outcomes, and what separates a basic simulation from a full financial plan designed for real life transitions. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ X - https://bit.ly/3PHxqDJSee omnystudio.com/listener for privacy information.