Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers

Deciding when to take Social Security is one of your most important retirement planning decisions. You only get one chance to decide, and you could be leaving hundreds of thousands of dollars on the table if do it wrong.

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Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a personalized game plan to spend more money, pay less taxes, and enjoy retirement on their terms. 

People worry most about whether they have enough money to retire and whether it'll last through their retirement.

It doesn't have to be a problem you ignore because you can't find the answers.

Instead, take my 10-minutes assessment and book a 1-hour call where I'll show you what steps you need to take next.

https://calendly.com/bereketkelile/retirement-assessment-strategy-call

My Substack page: https://babystepstoretirement.substack.com/

What is Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers?

Plan Your Kaiser Retirement is the podcast for Kaiser Permanente employees in California who want clarity and confidence about retiring. Each episode breaks down your Kaiser pension options, 401(k) strategies, Social Security timing, Medicare, and California taxes—in plain English—so you can answer “When can I retire?” and turn your savings into a reliable monthly paycheck.

Whether you’re in your 40s planning ahead or in your 50s preparing to exit, you’ll learn how to coordinate pension + Social Security, use the Roth window (59½–70), avoid IRMAA surprises, and choose benefits with confidence. Hosted by Sacramento-based financial advisor Bereket Kelile, with deep family ties to Kaiser, this show is built for healthcare professionals who want a clear plan—not generic advice.

Retire with clarity. Retire on purpose.