Podcast by Mark Falter
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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It's time to make the money world make cents. Join Frances Cook, best-selling author and award-winning journalist, to talk about the proven ways to invest your way to financial independence, buy your first home, or just get your spending under control. Hosted on Acast. See acast.com/privacy for more information.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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The Remote Work Retirement show helps semi-retirees, working retirees, and people leaving the traditional workforce, bridge the gap between their working years and retirement. Remote work is a solution to help folks get the income they need to enjoy a flexible lifestyle and have peace of mind that they won't run out of money.
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
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Since 2019, I've been serving clients as a Ramsey SmartVestor Pro and Preferred Coach. I specialize in retirement income planning for people who want to retire today. You'll hear the questions I get every day from clients and how I help them take action. And no worries: Dave-ish listeners are welcome!
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Recordings of live Resolution Foundation events discussing our latest research and hosting policy debates on improving the living standards of low-to-middle income families.
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Join Nick Davis CFP®, Tori Ten Hagen, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Discover stories from real people who are living out their definition of a secure retirement.
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Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Welcome to the Cashflow Multipliers where we talk about passive income, investing, real estate, apartment syndication, financial independence, and financial freedom. Learn more at: thekittisisters.com
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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
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Learn how to generate a passive income through investing, so you don't have to wait until retirement to live your passions. We used to think you had to either save for 30+ years or choose to live now and make up for it later. Well, it turns out that you can have it all with the right strategy. We tired to do things the conventional way but just couldn't stifle our wanderlust. After giving in and making a lot of financial mistakes, we stumbled onto an amazing way to invest for cash flow. It's ...
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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... a holistic lifestyle to build & preserve wealth
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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Tired of not knowing what to do with your retirement and hard earned investment savings? Listen to our show for easy tips, topics and info that will help you make better investment decisions.
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Welcome to "Low Income, Rich Life," the podcast that helps you prepare for a secure and fulfilling retirement, even on a limited income. I'm your host, Kevin Bass. Each week, we'll explore practical tips and strategies for getting out of debt, lowering expenses, living a simpler life, and finding true contentment.
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confid ...
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Buttered Sausage-Simplicity On The Other Side Of Complexity
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Maximize Your Social Security Income Without Confusion
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Planning your retirement can be a maze, but knowing when to claim your Social Security benefits might just be the key to unlocking a secure future. Ready to make the most pivotal decision of your retirement journey? In this episode, April Schoen, dives into the intricacies of Social Security, outlining strategies to ensure your golden years are act…
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How High-Income Earners Can Leverage Life Insurance for a Tax-Efficient Retirement
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Oct 21, 2024 – If you are a high-income earner seeking effective ways to reduce your tax burden for both yourself and your heirs, this episode is for you. In today's Lifetime Planning show, Jim Puplava and Crystal Colbert discuss a helpful strategy favored by...Door fswebmaster@financialsense.com (Financial Sense)
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Retirement Income Planning
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Planning for income in your retirement is essential for financial security. In this episode, we'll discuss practical strategies for maintaining a steady income during your retirement years. Learn about budgeting, investment options, social security benefits, and ways to optimize your savings. Start planning now for a comfortable and stable retireme…
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Episode 148: Tax-Efficient Income Stacking
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In this episode of 'Retire with Style', Wade and Alex discuss the complexities of tax-efficient retirement planning, focusing on understanding preferential income, tax brackets, and the implications of additional income on tax rates. They explore the net investment income tax, strategic Roth conversions, and the significance of timing in retirement…
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Is Dividend Investing Still a Viable Retirement Income Strategy?
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Dividend investing has long been a popular choice for retirees looking to generate a steady income but is living off dividends still a viable strategy? Today we’ll talk more about the ways to generate income and the strategies we use to help ensure our clients have enough to live comfortably. Here’s what we discuss in this episode: 0:00 – Intro 0:2…
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Retirement Income Worries Often Overblown, Ep 369
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Are you actually prepared for how upcoming tax law changes could impact your retirement? I analyze insights featured on the Nerd’s Eye View blog, focusing on key tax strategies for retirees. With the potential 2025 sunset of the Tax Cuts and Jobs Act approaching, potential changes in marginal tax rates, personal exemptions, and deductions could sig…
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Cut Your 2024 Tax Bill Before It's Too Late
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Oct 28, 2024 – In today's Lifetime Planning episode, Financial Sense Wealth Management's Jim Puplava discusses important strategies to reduce your 2024 tax bill before year end. Key topics include understanding increased tax penalties...Door fswebmaster@financialsense.com (Financial Sense)
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As the U.S. presidential race continues to be neck and neck according to opinion polls, our Chief Fixed Income Strategist considers the possible market implications if some policies proposed during this campaign are implemented. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Stra…
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Don’t be Rattled by RMDs, Ep #372
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Are you feeling rattled by Required Minimum Distributions (RMDs)? We’re here to help. Today we get deep into managing RMDs as we explore an article by Pam Krueger from Kiplinger’s. I outline the complexities of RMDs, share strategies to minimize tax impacts, and talk about how to craft a "perfect RMD" strategy. Plus, I’ll dig into why so many retir…
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Medicare AEP in Retirement - 5 Things You Need to Know
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical aspects of the Medicare Annual Enrollment Period (AEP) with Medicare Specialist, Shawn Southard. As we dive into Medicare AEP 2024, they explore why reviewing your current plan is crucial and how it may impact your healthcare costs, coverage, and provider net…
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How financial freedom can lead to a career change
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Natasha Etschmann, as known as Tash Invests, shares how investing into stocks and the sharemarket created the opportunity to move from working in health, to running her own business. When you think about starting your own business, the usual advice is to take what you already do for work, and turn it into something you can do on your own. So what i…
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End of Year Checklist: Preparing for Your Retirement
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It's going to be a big year for those who are planning to retire in 2025. If that's you, we've got some things that you need to do before saying goodbye to 2024. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, See omnystudio.com/list…
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The 4 Principles of Investing
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Send us a text Brian Akers and Paul Franco emphasize the importance of identifying one's financial 'why' to invest effectively. They discuss various strategies for retirement planning and investing, including considering income level and savings, individualized planning and advice, maximizing inheritances, and using Roth IRAs. They also highlight t…
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Are you #readytoretire? Like, really ready? Not just tired of work and wishing to quit, but financially prepared for 20 to 30 years or more of unemployment? If you're retirement-minded and aiming for confidence when that day comes, tune in to this week's Protect and Grow as TimStearns, CFP® reviews the essential questions to answer to gauge your re…
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Social Security Maximization
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Hans and Robby are back again this week with a brand new episode! This week they discuss maximizing your social security. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling …
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Bloomberg's Gina Martin Adams: How Not to Invest During Elections
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Oct 25, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Bloomberg Chief Equity Strategist Gina Martin Adams on the rise in interest rates, stickier inflation, and what appears to be a pre-election speed bump...Door fswebmaster@financialsense.com (Financial Sense)
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Smart Macro: Gold Up Against Every Major Currency – 'I've Only Seen This Once'
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Oct 25, 2024 – Whether it's the US dollar, Chinese Renminbi, Japanese Yen, Euro, or British Pound, gold is seeing an astonishing level of strength relative to nearly every single currency in the world. We discuss what's happening with gold, what we're seeing with...Door fswebmaster@financialsense.com (Financial Sense)
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After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what’s behind this trend. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chris Snyder, Morgan Stanley’s US Multi-Industry Analyst. Today I’ll discuss the far-reaching implicat…
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Oct 25, 2024 – FS Insider speaks with David Woo, CEO of David Woo Unbound, the former head of macro strategy at BofA and global forex at Barclays, to discuss why he is giving Trump much higher odds for a win in less than two weeks than what...Door fswebmaster@financialsense.com (Financial Sense)
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Big Earnings and Economic Data Next Week, Volatility Can Pick Up
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In this week's podcast we discuss our winners and losers from the past, upcoming big earnings and economic data upcoming next week, a tip on how to spot earnings beats as well as a couple new investment ideas. Disclosure: The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official p…
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How Can You Earn Better Yield on Your Savings?
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In a world where financial stability is paramount, many individuals are seeking ways to make their savings work harder without compromising on safety and liquidity. That’s why we want to tackle today from someone trying to generate greater yield: how can I earn more interest on $120,000 sitting in a bank account while maintaining safety and liquidi…
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Financial literacy and retirement. Kevin Brucher takes it on.
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Kevin Brooker and Steve Sedahl discuss the challenges facing retirees in America, including the alarming statistics on retirement savings and the importance of financial literacy. They explore strategies for supporting children's education without jeopardizing retirement savings, the significance of shopping around for insurance, and the implicatio…
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242 - Sheryl J. Moore on the Future of Annuity Innovation
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Join host Paul Tyler and annuity professional Sheryl J. Moore for an illuminating discussion on the transformation of the annuity market. From innovative product design to illustration challenges, Moore shares invaluable insights on making annuities more accessible to consumers. With co-hosts Tisa Rabun-Marshall and Bruno Caron. Chapters: 0:00 - In…
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464: The Conscious Elder Revolution: Reclaiming Ancient Wisdom for a Deeper Life
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What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…
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Oct 24, 2024 – Today, we are going to discuss the uniqueness of this current cycle with LEIs in decline while global liquidity indicators surge, not to mention $6.75T dollars spent by the US government this year alone. We’re also going to delve into...Door fswebmaster@financialsense.com (Financial Sense)
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Morgan Stanley’s European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, European Asset Managers Diversified Financials Analyst, about the implications of increasing life expectancy for the financial industry. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on th…
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5 Reasons I'm Bullish On The United States
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Only 36% of voters still believe the American Dream is attainable, according to a 2023 Wall Street Journal/NORC survey. This figure is decidedly lower than other pollster findings in similar surveys. Those revealed that 48% of voters in 2016 and 53% in 2012 felt reasonably assured of their opportunities for a prosperous future. In other words, more…
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The Psychology Of Money: Book Club Series! (Part 8)
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about chapters 16 and 17, which focus on the knowing your own financial goals and avoiding comparison. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-91…
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4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
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Today, I'm talking about navigating the risks of concentrated investments. Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions: ➤ How do you know if you have a "concentrated investment?" ➤ What are some little-known risks investors aren't considering? ➤How do you (tax-efficiently) diversify concentrated investments…
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When it comes to creating a successful retirement plan, the financial metrics are going to be a big part of achieving your goals. In order to enjoy your retirement, you need to have the ability to fund your lifestyle and not run out of money. But money isn’t the only measurement of success. Here’s what we discuss in this episode: 0:00 – Intro 0:23 …
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Oct 23, 2024 – The best policy mix for a strong currency is a tight monetary policy and a loose fiscal policy. These two combined have led to a relatively strong dollar compared to other currencies over the past few years. Marc Chandler...Door fswebmaster@financialsense.com (Financial Sense)
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439 Investing Through Election Chaos
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One of the top concerns we're hearing from clients regarding retirement planning and investment management is the potential impact of the upcoming presidential election on their investments. In today’s podcast episode, I want to provide some historical context by looking at what has happened in the days, weeks, and years following four of the last …
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Our Chief Europe Economist Jens Eisenschmidt and Europe Equity Strategist Regiane Yamanari discuss the strain of an aging population on the future of Europe’s economy and markets. ----- Transcript ----- Jens Eisenschmidt: Welcome to Thoughts on the Market. I'm Jens Eisenschmidt, Morgan Stanley's Chief Europe Economist. Regiane Yamanari: And I’m Reg…
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236 elder abuse: what are the signs & what to do
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In today's episode Glen chats with MaryAnn de Mestre, a lawyer and academic who specialises in elder law and estate planning. Glen and MaryAnn dive into the topic of elder abuse including what it looks like, how to spot the signs, and what steps you can take if you suspect someone is a victim. MaryAnn offers practical advice for keeping an eye on y…
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A highlight clip from the September 30th episode, "How house sitting with alpacas turned into a digital nomad dream", with Sarah Kelsey from the OneUp Project. Links Follow Frances Cook on Facebook, Instagram and TikTok, or join the Money Memo newsletter for a free weekly money tip in your inbox each week. Hosted on Acast. See acast.com/privacy for…
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Ask This Question BEFORE You Retire
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Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first? These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind. I encourage you to ask yourself, "…
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Master Medicare with These 6 Simple Steps
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Learn how to master Medicare and get the coverage you need at the best rate available. Too many people are guilty of making Medicare either too complicated or too simple. How do you find that middle ground? Last week’s episode of “Retirement Revealed” with Melinda Caughill was an extensive deep-dive into Medicare that provided impactful information…
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Ep 101 Day One: Helene Disaster Recovery with Bill Trinkle
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In this episode. Camille introduces us to her friend, Bill Trinkle, in an interview about her upcoming volunteer efforts to assist with the Helene disaster recovery in the Ashville, North Carolins area, and how their mutual ties to that community has brought them together for a few days. Bill and his wife, Porter, have hosted Camille for a few days…
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Is Dave Ramsey STILL Wrong on Roth Conversions?
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In the past, David McKnight has been critical of gurus like Dave Ramsey. However, this episode looks at a video in which Ramsey seems to have slightly changed his views. Ramsey emphasizes that one key benefit of a Roth IRA is the potential to drastically reduce or even eliminate Required Minimum Distributions (RMDs). David explains that the decisio…
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13D's Woody Preucil on Rapid Growth of Data Centers Globally, Liquid Cooling, and More (Preview)
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Oct 22, 2024 – There are roughly 8,000 data centers around the globe, and they are increasing at a very fast rate, says Woody Preucil, Senior Managing Director at 13D Research and Strategy. Woody discusses how most data centers are currently...Door fswebmaster@financialsense.com (Financial Sense)
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Our Medical Technology expert analyzes the medical potential and market opportunity in technology that allows direct communication between the human brain and an external device. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Kallum Titchmarsh, from Morgan Stanley’s U.S. Medical Technology Team. On today’s episode – a dive into a top…
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Maximize Your Retirement Savings: How to Get the Most Out of Your Social Security Benefits
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When it comes to retirement, one of the most common questions is, "How can I ensure my income lasts throughout my retirement?" After all, the last thing you want is to run out of money in the years when you should be enjoying retirement. Many people debate whether to start their Social Security benefits at 65 or wait until 67 or even 70. While dela…
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Episode 149: The Various Aspects of Tax Planning
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In this episode of 'Retire with Style', Wade and Alex delve into various aspects of tax planning, focusing on strategies such as front-loading taxes, tax loss harvesting, and deduction bunching. They discuss the implications of tax filing status changes, particularly for surviving spouses, and the impact of the Secure Act on inherited IRAs. The con…
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073 - How Much Do "I Deserve It" Impulse Buys Add Up And Derail Your Financial Goals
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The compulsion grips you. You run to the store to buy stuff to make up for all the hard work you put in for the week. A surge of relief hits as dopamine courses through your veins. Then buyers remorse sets in. You feel guilt or shame and then the stirrings of compulsion rise up again. Sound familiar? We all get caught in the loop of impulse spendin…
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Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
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For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we’re celebrating The Top Funniest Moments From the Your Money, Your Wealth® Podcast, Vol. 2. (Check out episode 300 from way back in November of 2020 for Vol. 1.) For this episode, Executive Producer Andi Last compiled some rare, n…
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If We Wanted to Retire Rich, This Is What We’d Do
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Discover how NBA legends like Michael Jordan, Magic Johnson, and Shaquille O’Neal 🏀built their wealth post-retirement and learn how you can apply their strategies to grow your own. From reputation to passive income, get actionable tips for long-term wealth creation. 💓 … We partner with entrepreneurs & founders who have a passion for real estate and…
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Financial Independence and Retirement
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In this episode of Success In The New Retirement, Matt Deaton discusses the nuances of financial independence and retirement. He explores the importance of income replacement, the role of pensions and annuities in building retirement income, and the necessity of tax strategies in retirement planning. The conversation emphasizes the need for individ…
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Investment Strategies for a Secure Future
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In this episode, Kevin discusses the importance of understanding market trends and investment strategies, emphasizing the need for a solid financial plan to navigate retirement successfully. He highlights the significance of creating a diversified income strategy, staying informed about changing regulations, and customizing retirement plans to meet…
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