# Planning for Retirement with Kevin Lao

As of Oct 6, 2026, Planning for Retirement with Kevin Lao, hosted by Kevin Lao of Imagine Financial Security, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.

As of: 2026-10-06
Address: https://advisoriq.com/podcasts/planning-for-retirement-with-kevin-lao/

## Facts

- hosts: Kevin Lao
- firm: Imagine Financial Security
- audience: investors
- topic: Retirement income
- summary: Retirement income planning for people within about ten years of retiring, with episodes on Roth conversions, Social Security, required distributions and withdrawal rates. Many episodes work through a case study or a common mistake.
- host_verification: registered investment adviser representative, verified against IAPD on 2026-10-06
- episodes_last_90_days: not stated
- latest_episodes: 
- links: apple_podcasts: https://podcasts.apple.com/us/podcast/planning-for-retirement-with-kevin-lao/id1551578053, spotify: not stated, rss: https://anchor.fm/s/453b59bc/podcast/rss, website: https://imaginefinancialsecurity.com/planning-for-retirement-podcast/

## Notes

- Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.
- Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.
- AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.
- Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own.

## Sources

- The show's RSS feed, checked 2026-10-06: https://anchor.fm/s/453b59bc/podcast/rss
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-06: https://adviserinfo.sec.gov/

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## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/planning-for-retirement-with-kevin-lao/

License: https://advisoriq.com/license/