Finance
JP Geisbauer, CPA, CFP®
Retirement-planning lessons cover taxes in retirement, Roth conversions, Social Security, retirement income, and related financial decisions. JP Geisbauer, CPA, CFP® presents weekly educational videos from a creator identifying as a CFP professional, CPA, and registered investment adviser. It is a useful starting point for adults building retirement literacy, while significant financial choices should be considered with advice tailored to personal circumstances.
Hidden GemFinance
Editorially reviewed:
Viewer engagementModerate engagement
Based on 20 recent videos
Assessed 09 November 2026
Editorial focusRetirement Planning
Editorial note
WorthWatch verdict
Best for
Adults nearing retirement who want clearer tax and income planning context
Strength
Connected explanations of retirement taxes, withdrawals, Social Security, and portfolio decisions
Consider if
you want educational frameworks for weighing interrelated retirement choices
Recent videos
Latest from the source
Deep Dive
JP Geisbauer, CPA, CFP®: Retirement Tax and Income Decisions
Main focus
JP Geisbauer, CPA, CFP® addresses the moving parts of retirement planning, from taxes and Roth conversions to Social Security and income choices. The material is aimed at building a clearer foundation for adults weighing how these decisions connect over time.
Why it matters
Before choosing a Roth conversion, Social Security option, or retirement-income approach, viewers can use these lessons to frame the questions that matter. JP Geisbauer, CPA, CFP® brings tax and retirement topics into one place, helping people prepare for more informed conversations about their own plans.
Style
Weekly educational videos organize retirement topics around tax, income, and benefit decisions rather than a single narrow issue. The tone is informational and measured, with an emphasis on general education over personalized recommendations.
Consistency
A 200-video library and stated weekly release rhythm give viewers a recurring stream of retirement-planning education across several connected financial questions.
- Retirement taxes
- Roth conversions
- Social Security
- Retirement income
- Retirement goals
- Personal finance education
Editorial note
Use Roth conversion, tax, investment, and retirement-income discussions as a starting point, then compare any action with advice tailored to your income, assets, jurisdiction, and long-term goals.
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