Retire Confidently | Anthony Saffer & Alex Okugawa

Subscribers 48K

Videos 541

Views 6.6M

Channels Like Retire Confidently | Anthony Saffer & Alex Okugawa

Retire Confidently | Anthony Saffer & Alex Okugawa covers retirement planning, tax strategies, and wealth management topics tailored for retirees and those planning ahead. The channel uses tutorial-style videos on topics like Roth conversions, Social Security optimization, 401k withdrawal strategies, and retirement budgeting, complemented by case-study insights. Content is delivered through long-form instructional videos with frequent uploads, and the channel accumulates about 6.6M total views across 541 videos, with an average view count per video around 410.7K, reflecting a steady weekly publishing rhythm since August 2015.

Similar Channels

We found 49 YouTube channels similar to Retire Confidently | Anthony Saffer & Alex Okugawa

Erin Talks Money YouTube channel thumbnail

Erin Talks Money view on YouTube ▶

92% relevance

Subscribers 335K

Videos 1.8K

Views 66.2M

Appearances 59

SERP 100%

Similarity 87%

retirement planning retirement income strategies Roth conversion retirement

Shares a high search overlap on retirement topics like 'retirement planning' and 'retirement income strategies' (100% vs 92% match) and aligns closely in content with retirement-focused guidance, including Roth conversions, though Erin’s broader style appeals to a larger audience.

James Conole, CFP® YouTube channel thumbnail

James Conole, CFP® view on YouTube ▶

73% relevance

Subscribers 208K

Videos 1.3K

Views 31.8M

Appearances 22

SERP 53%

Similarity 87%

retirement income strategies tax planning retirees social security optimization

Similar emphasis on retirement income strategies and social security optimization (queries match high; 87% content similarity) indicating a close audience and topic overlap, with James’ tax planning retirees adding a complementary financial-planning angle.

Kevin Lum, CFP®

71% relevance

Subscribers 197K

Videos 158

Views 23.3M

Appearances 23

SERP 47%

Similarity 87%

retirement planning retirement income strategies Roth conversion retirement

Aligns on retirement planning and income strategies as well as Roth conversion retirement, mirroring core topics; broadcasts a strong content overlap (87%) that targets similar retiree financial decision themes.

Merit Financial Advisors

71% relevance

Subscribers 72.4K

Videos 389

Views 12.4M

Appearances 17

SERP 50%

Similarity 85%

tax planning retirees Roth conversion retirement withdrawal strategies

Shares focus on tax planning for retirees, Roth conversions, and withdrawal strategies, with 85% content similarity, signaling a closely related actionable retirement planning approach.

Humphrey Yang view on YouTube ▶

63% relevance

Subscribers 2.0M

Videos 1K

Views 538.2M

Appearances 11

SERP 33%

Similarity 83%

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Competes on retirement planning and IRA/tax planning for retirees, with substantial search overlap but a somewhat different presentation style (33% search vs 83% content alignment), indicating a broad audience yet similar subject matter.

Nick Davis, CFP®

62% relevance

Subscribers 76.3K

Videos 309

Views 9.1M

Appearances 15

SERP 19%

Similarity 90%

tax planning retirees withdrawal strategies retiree spending strategies

Covers tax planning retirees, withdrawal strategies, and retiree spending strategies, showing notable content alignment (90%) and overlapping retiree-focused topics alongside a distinct presentation voice.

Content Landscape

Top competitors by match strength are Erin Talks Money (92% match) and Kevin Lum, CFP® (71% match) along with James Conole, CFP® (73% match). They share overlapping queries such as retirement planning, retirement income strategies, Roth conversion retirement, and tax planning retirees. Retire Confidently has 48K subscribers, while Erin Talks Money commands around 335K subscribers and Kevin Lum and James Conole each have roughly 197K–208K, indicating notable size differences but similar topic focus. All three channels compete on tutorials and guidance for retirement spending, tax planning in retirement, and withdrawal strategies.

Video Highlights

Didn't Make the Cut

43 additional channels that were close

Rank	Relevance	Channel	Similarity	Subscribers	SERP	Appearances
#7	62%	Ari Taublieb, CFP®	82%	80.8K	30%	18
#8	60%	The Money Guy Show	82%	647K	27%	14
#9	58%	Devin Carroll, CFP®	82%	479K	21%	10
#10	58%	Rob Berger ▶	81%	294K	24%	16
#11	58%	Parallel Wealth	80%	157K	24%	14
#12	58%	Even Better Retirement	89%	34.5K	10%	8
#13	57%	Streamline Financial	85%	199K	16%	7
#14	56%	Morningstar, Inc.	80%	134K	21%	7
#15	56%	Retire with Julia, CFP®	88%	64.9K	8%	5
#16	56%	Josh Rendler, CFP®	88%	10K	8%	1
#17	56%	The Ramsey Show Highlights ▶	72%	4.5M	31%	11
#18	55%	Sensible Money, LLC	85%	6.7K	9%	3
#19	55%	Jazz Wealth Managers	85%	143K	9%	5
#20	55%	David Caviness, CFP®	86%	7.3K	8%	4
#21	55%	Tom - Lazy Investor	83%	55.3K	12%	8
#22	54%	James Shack	86%	256K	6%	6
#23	54%	Scott Caufield, CFA, CPA	85%	5.8K	6%	4
#24	54%	How To Retire	85%	57.5K	6%	3
#25	53%	Financial Fast Lane	81%	371K	11%	3
#26	53%	PlanEasy	84%	5.0K	7%	3
#27	52%	Justin Pritchard, CFP® on Retirement Planning	83%	18.6K	6%	1
#28	52%	BiggerPockets Money	82%	118K	8%	1
#29	52%	The Retirement Nerds	78%	287K	14%	9
#30	52%	Eric at The PeakFP	81%	78.7K	9%	8
#31	52%	PensionCraft	78%	212K	12%	3
#32	52%	Ben Felix	73%	526K	20%	5
#33	51%	TEDx Talks ▶	60%	44.2M	37%	11
#34	49%	Practical Wisdom - Interesting Ideas	77%	1.0M	7%	2
#35	48%	Mullooly Asset Management	76%	2.8K	6%	1
#36	48%	Bogleheads	75%	31.7K	8%	4
#37	48%	Retirement Planning Education	75%	28K	8%	3
#38	48%	Medicare Specialist - Abt Insurance Agency	74%	153K	9%	3
#39	47%	RightCapital	74%	4.5K	8%	1
#40	47%	Marko - WhiteBoard Finance	74%	1.0M	7%	2
#41	47%	Medicare School	73%	364K	6%	3
#42	46%	Yahoo Finance ▶	71%	1.5M	7%	3
#43	45%	Charles Schwab	69%	532K	10%	3
#44	44%	Fisher Investments	69%	67.2K	7%	5
#45	44%	The American Estate Planning Series	70%	316K	5%	2
#46	44%	Joanne Toller - Fundraising Coach	67%	15.3K	9%	3
#47	44%	WealthCounsel ▶	69%	2.2K	6%	1
#48	40%	Duke University - The Fuqua School of Business	63%	32.2K	6%	1
#49	39%	Kaiser Permanente	61%	64.9K	5%	3

Search Queries Used

retirement planning retirement income strategies tax planning retirees Roth conversion retirement social security optimization investment for retirees withdrawal strategies retirement budgeting tips tax in retirement IRA tax planning early retirement taxes legacy planning retirement retiree spending strategies investment drawdown retirement pension vs IRA planning retirement tax planning retirement spending rules social security strategies Roth conversion tips IRA withdrawal rules spousal benefits planning healthcare costs retirement estate planning basics required minimum distributions investment withdrawal sequence bridging income retirement tax-efficient investing retirees pension vs 401k planning medicare planning tips late career planning retirement budgeting methods legacy gifting strategies inflation impact retirement sequence of returns risk retirement risk management

Frequently Asked Questions

Which YouTube channels are most similar to Retire Confidently | Anthony Saffer & Alex Okugawa?

Erin Talks Money — 92% match, 335K subscribers; James Conole, CFP® — 73% match, 208K subscribers; Kevin Lum, CFP® — 71% match, 197K subscribers. All three channels compete in retirement planning and personal finance, focusing on retirement strategies, tax efficiency, and investment guidance for retirees.

What type of content does Retire Confidently | Anthony Saffer & Alex Okugawa make?

Retire Confidently creates content about retirement planning and wealth management, as evidenced by video titles like 'Retire with $6M: Here’s what life actually looks like' and 'IRS Releases NEW 2025 Tax Brackets - What Retirees Need to Know.' The channel averages around 410K views per video with multiple uploads per week, and its recent content covers tax brackets, retirement income strategies, and comparisons of retirement nest eggs.

How do we determine which channels are similar to Retire Confidently | Anthony Saffer & Alex Okugawa?

We analyze Retire Confidently | Anthony Saffer & Alex Okugawa's recent videos, generate topic-relevant search queries, check YouTube search results, and compare the meaning of each channel's content to measure similarity. The result is a ranked list sorted by SERP overlap, semantic similarity, and search appearances.

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