You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
…
continue reading
Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
…
continue reading
Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
…
continue reading
Welcome to the Old Dawg's REI Network where cash flow is king, real estate investing the means, so you can enjoy your retirement dreams! Your host is Bill Manassero who started investing in real estate at the youthful age of 58 years. In this show, he will share his real-life successes and blunders as he seeks his quest to acquire 1,000 doors/units in 6 years. This podcast is a fun, information-packed program that features knowledgeable, engaging guests who will provide practical and easy-to ...
…
continue reading
1
Episode #290- Doctors are not always smart
16:41
16:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:41
Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!Door Kraig Strom
…
continue reading
1
Ep# 106: Understanding Your Retirement Income Personality for Success with Wade Pfau
28:33
28:33
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
28:33
Joe speaks with Wade Pfau, a leading expert in retirement income planning. They explore the evolving landscape of retirement strategies, focusing on understanding personal retirement income styles using the RISA (Retirement Income Style Awareness Profile) framework. Wade highlights the significance of aligning strategies with individual comfort lev…
…
continue reading
1
Episode #291- Buying a Business
31:14
31:14
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
31:14
Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!Door Kraig Strom
…
continue reading
1
Episode #292-The Tale of Two Estate Plans
14:27
14:27
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
14:27
Welcome back to the podcast! I'm Kraig Strom, also known as the Income Engineer. I am a certified financial planner and a paralegal at an amazing law firm. Many of you have reached out to me, wondering where I've been. Well, I've been fortunate to be busy but also a bit burned out on procrastination when it comes to essential matters like estate pl…
…
continue reading
Would you file a lawsuit against Simon Cowel if he smashed into your mom on his e-bike and broke her hip? In this latest video, Kraig Strom sheds light on the often-overlooked aspect of asset protection. Did you know standard home and auto insurance might not cover liabilities if you're involved in an accident while riding your e-bike? E-Bikes are …
…
continue reading
1
PPR 146_ Introducing a Financial Planner
37:51
37:51
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
37:51
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 147_ Beware of Falling Advisor Fees
35:34
35:34
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
35:34
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 148_ Fixing A Retirement Withdrawal Plan
26:57
26:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
26:57
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 149_ The Ultimate Retirement Income Move
32:45
32:45
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
32:45
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy
41:22
41:22
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
41:22
Joe sits down with Dr. Brian Portnoy to explore the concept of "funded contentment," a revolutionary approach to financial well-being that transcends traditional views of wealth. They delve into the psychological and emotional aspects of retirement planning, emphasizing the importance of aligning financial decisions with personal values. Brian intr…
…
continue reading
1
PPR_ 150_BITCOIN BUYER BEWARE
33:22
33:22
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:22
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 166_ Big Dave Should be Sanctioned
35:30
35:30
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
35:30
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 167_ 401k Mistakes to Avoid
22:38
22:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
22:38
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
Fireside Financial Ep #17: Expect the Unexpected: Hidden Costs in Retirement
22:24
22:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
22:24
Joe and Regan discuss lesser-known aspects of retirement planning, focusing on unexpected expenses, psychological adjustments, and the impact of inflation. They highlight overlooked costs like home maintenance, supporting adult children, and healthcare, while also addressing the importance of planning for unplanned opportunities. The conversation d…
…
continue reading
1
PPR 168_ Financial Parenting Advice
38:50
38:50
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
38:50
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 169_ Financial Education for Kids
33:24
33:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:24
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
Final PPR 170_ What Are the Best Investments for Kids
32:21
32:21
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
32:21
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
97: Why Do We Avoid Retirement Planning?
34:59
34:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
34:59
“Most pre-retirees and retirees need and want help with the critical retirement decisions they face, but they’re not always certain where to find it.” Is your retirement plan only scratching the surface? Our hosts Stephanie McCullough and Kevin Gaines uncover the common pitfalls that have kept retirees unprepared for the realities of their post-wor…
…
continue reading
1
PPR 171_ Wealth Does NOT Equal Happiness
36:38
36:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
36:38
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
Ep #104: Top Strategies to Reduce Taxes in Retirement
13:48
13:48
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:48
We dive into actionable strategies to help you save more money in retirement. From pension income splitting and maximizing tax credits to optimizing RRIF withdrawals and deferring government benefits, we break down key steps to reduce your tax burden and stretch your savings. Read the full show notes and find more information here: EP 104 Show Note…
…
continue reading
1
PPR 172_ Chasing Childhood Dreams
33:46
33:46
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:46
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 173_ Should You Stop Your 401k Savings
39:59
39:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
39:59
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 174_ Lifestyle DEflation
33:16
33:16
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:16
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 175_ College Cost Reduction Planning
43:14
43:14
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
43:14
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
continue reading
1
PPR 204_60% More Retirement Income
44:16
44:16
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
44:16
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 205_Asset Protection for Retirement
33:56
33:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:56
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 206_Retirement Credit Card Travel Hacking
29:13
29:13
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:13
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
Ep# 103: The High Cost of Complicating Your Investments
21:08
21:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
21:08
We look at the pitfalls of complex investment strategies and emphasize the benefits of keeping things simple. They discuss the importance of trusting market principles, practicing smart diversification, and avoiding performance chasing. With insights from a recent article by Sam Sivarajan on the Canada Pension Plan's investment performance, they hi…
…
continue reading
1
PPR 207_How to Settle an Estate
29:07
29:07
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:07
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 208_Buying vs Renting a House
39:11
39:11
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
39:11
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 209_The Best Places to Retire in The US
23:01
23:01
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
23:01
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 211_The Feedback Edition
38:32
38:32
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
38:32
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 212_FIRE Rule of 25 Still Risky
32:11
32:11
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
32:11
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 213_Millions Lost to Evil Girlfriend
15:10
15:10
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:10
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 214_Best Possible Retirement with Andy Panko
49:58
49:58
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
49:58
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
Ep #102: What to Do When Markets Get Scary
12:23
12:23
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
12:23
We discuss the pitfalls of relying on market forecasts and expert predictions during times of market volatility. Emphasizing the inaccuracies of financial forecasts and the psychological tendency to seek out such predictions, they advocate for a disciplined, evidence-based investment approach. Listeners are advised to stick to their pre-planned str…
…
continue reading
1
96: Surviving Financial Infidelity with Jess Bost
53:55
53:55
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
53:55
"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth." Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She’s spent over 15 years coaching people to get from where they are to where they want to be. It’s a passion that finds i…
…
continue reading
1
PPR 215_The Frugal Convert Gina Zakaria
40:09
40:09
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
40:09
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 217 Don-t Fall For The Hype
33:56
33:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:56
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 218_ Key Steps to Retirement Income Planning
44:49
44:49
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
44:49
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 219 Man on the Street Deal of The Week
12:42
12:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
12:42
Information presented is for educational purposes only and is not intended for solicitation, sale or purchase of any security or financial product. Investments involves risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial adviser and your tax professional before implementing any strategy discussed…
…
continue reading
1
PPR 220_ Self Directed IRA & Living Trust Fail
35:38
35:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
35:38
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 221 Vlog Living Trust Mistakes to Avoid
12:40
12:40
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
12:40
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 222_Reverse Mortgage 101 with Pete Tentler
43:41
43:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
43:41
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
Ep #101: Going Beyond 'Financial Advisor Near Me' to Find the Right Fit
20:37
20:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
20:37
This episode explores the nuances of selecting an advisor beyond proximity, emphasizing the importance of virtual collaboration, comprehensive planning, and evidence-based investment philosophies. Joe also highlights the value of specialized advice, the pitfalls of advisor diversification, and the necessity of transparent, ongoing communication wit…
…
continue reading
1
PPR 223_Tax Scheme Nightmare & Buying a Tesla
40:42
40:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
40:42
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 224_Big Tax Mistakes for Beneficiaries
31:37
31:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
31:37
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
Fireside Financial #16: RRSPs Alone Don't Cut It: Building a Complete Retirement Plan
19:00
19:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
19:00
Joe and Regan explain why personalized planning is crucial for a secure and enjoyable retirement. They debunk myths, offer actionable advice, and equip their audience with the tools to make informed financial decisions. Whether it's re-evaluating the role of RRSPs, determining the right time to take CPP, or balancing investment portfolios, this epi…
…
continue reading
1
PPR 225_The Retirement Truth of Indexed Universal Life.
45:32
45:32
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
45:32
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading
1
PPR 226_ C19-Focus on What Matters Most
34:34
34:34
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
34:34
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
continue reading