Finance
Daniel Masuda Lehrman, CFP®
Retirement planning topics take center stage, with attention to Social Security timing, Roth conversions, retirement income, and investment decisions in the years before leaving work. Daniel Masuda Lehrman, CFP® frames this material for households with substantial savings and connects educational discussions to a fee-only fiduciary planning practice. It should be most useful to pre-retirees seeking a structured introduction to major planning trade-offs. Viewers should treat any strategy as general education and weigh it against their own tax, estate, income, and risk circumstances.
Hidden GemFinance
Editorially reviewed:
Viewer engagementHealthy engagement
Based on 20 recent videos
Assessed 17 October 2026
Editorial focusRetirement Planning
Editorial note
WorthWatch verdict
Best for
Pre-retirees with substantial savings weighing near-term retirement choices
Strength
Connected coverage of tax, income, benefits, and investment trade-offs
Consider if
you want educational context for decisions in the years before retirement
Recent videos
Latest from the source
Deep Dive
Daniel Masuda Lehrman, CFP®: Decisions That Shape the Retirement Runway
Main focus
Daniel Masuda Lehrman, CFP® centers on the financial decisions that shape the final years before retirement, from Social Security claiming and Roth conversions to retirement income and investment choices. The material is aimed at households approaching retirement with sizable savings.
Why it matters
Use it to map the trade-offs that can arise in the five years before leaving work. Discussions bring Social Security, tax-aware conversions, portfolio decisions, and retirement income into one planning conversation rather than treating each choice in isolation.
Style
Weekly explainers focus on consequential planning questions for people nearing retirement. The approach is structured around practical decision points, connecting tax, income, investing, and benefit choices that often overlap in a retirement plan.
Consistency
Weekly releases and a 220-video archive create a concentrated resource around pre-retirement planning decisions, with recurring attention to benefits, taxes, income, and investments.
- Social Security timing
- Roth conversions
- Retirement income planning
- Investment strategy before retirement
- Tax-aware financial decisions
- Planning in the years before leaving work
Editorial note
Social Security, Roth conversion, tax, and investment decisions can have lasting consequences. Compare any general strategy with your income needs, tax position, estate plans, health considerations, and risk tolerance, and seek personalized professional advice when needed.
Related channels
More in Retirement Planning
FocusRetirement Planning
Rob Berger
Rob Berger teaches practical personal-finance fundamentals, ranging from debt reduction and budgeting to retirement accounts, home buying, credit,...
FocusRetirement Planning
James Conole, CFP®
Retirement planning drives a practical mix of long-form explainers and short, question-led videos on investing, spending, taxes, Social Security,...
FocusRetirement Planning
Devin Carroll, CFP®
Retirement-planning videos explain Social Security, taxes, investments, Medicare-related costs, and decisions around leaving work. Recent uploads...
FocusRetirement Planning
Ari Taublieb, CFP®
Retirement planning is taught through concise explainers and longer case-study videos covering Roth conversions, withdrawal strategies, bonds,...