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Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
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 ...
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself. Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make. Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients und ...
 
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show series
 
We’ve all been sitting at home for the past year and now everyone is getting the travel bug. That’s why today we’re kicking off the Summer Travel Series with an interview with Lee Huffman. Lee hosts a podcast called We Travel There and he writes a frugal travel blog at BaldThoughts.com. I’ve been curious about the world of travel hacking, so I have…
 
In this episode of Retirement Unlimited, Randy dives into Saying 'No' to Financial Help for Family in the Retirement Update. Next, Randy reviews Five Tacics to Investing Amid Rising Prices in Tactical Asset Management. Lastly, Randy delves into The Best Places to Retire? in News You Can Use. Enjoy!Door Randy Barkley
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his…
 
https://www.einsteinretirementworkshops.com/Einstein Retirement Daily, its content, and its presenter are not giving specific tax, legal or investment advice. If you hear something in our show that causes you to want to take specific action, please consult with the appropriate professional who knows your specific circumstance before taking any acti…
 
Who needs life insurance? Who doesn't? When does it make sense to have life insurance? When doesn't it make sense? Is life insurance more than death benefit? This week we discuss these and other questions that come up when thinking about and discussing life insurance. Scheduling time with Glenn is easy . . . just give us a call at (336) 291-3535 or…
 
This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/218. Show Notes: RetireWithPurpose.com/218 Rate & Review the Podcast: RetireWithPurpose.com/r…
 
On this episode of Tax Q&A Friday, Steven answers a question that both he and Frank Murillo of Snowden Lane Partners get asked often: “I’m not a business owner. What can I do to lower my taxes?” Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to lov…
 
Owning company stock in your 401k can elicit strong reactions. Whether you are for and against the idea, I suspect you I believe you are right. You might be, but you might not be. There is no right answer, so listen to this episode to learn about the pros and cons of doing so. I field my first listener question about the Default option. There is a …
 
On this audio replay of CRI’s May 13, 2021 webinar, Charles E.F. Millard, former Director, Pension Benefit Guaranty Corporation, and Senior Advisor, Amundi Asset Management moderates a discussion with panelists from the United Kingdom (David Pitt-Watson and Terry Pullinger), the Netherlands (Alwin Oerlemans), and the United States (Bradford Campbel…
 
In the inaugural episode of Rate my Retirement, we introduce you to the President of Bridgeriver Advisors, Dan Casey, who brings a wealth of retirement planning expertise to the show. As a retirement planning strategist, Dan brings a unique perspective to his client interactions. He simplifies the financial landscape, so clients understand exactly …
 
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. Show Notes: Retirement Rescue TOOLKIT:…
 
What emotions are you prone to fall for when investing? How can you overcome the emotional grip? Making investment decisions based on emotions can cause your plan to not be successful. Today we’ll find out primary emotions to look out for and what to do about them. Read more and get additional financial resources here: https://petersonfg.com/emotio…
 
As we head into this Father’s Day weekend, we wanted to first stop and appreciate all of the dads out there. It takes a lot of work to play that important role in a child’s life and Nancy has a story she’ll share about her wonderful dad. Now, let’s talk about financial planning. This conversation takes on an important question that we all have to e…
 
Now that the first 100 days of President Biden is in the books, what needs to be on your radar in terms of financial planning? Chris shares his thoughts on some key policy proposals and what it could mean to clients. Read more and get additional financial resources here: https://pffirm.com/2021/06/financial-planning-under-president-biden/ What we d…
 
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. What we discuss on this episode: 1:29 …
 
When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor wh…
 
What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/ What we discuss on this episode: 0:42 - How …
 
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. Show Notes: Call: 470-508-0508 Website…
 
If you’re of the age that your mom and dad retired 20, or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092Door Michael Stewart
 
Today’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It also can be one of the most challenging tasks when dealing with money. Contact: https://www.averywealth.com/ 517-783-1695…
 
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/…
 
Is knowledge power? On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re exploring the topic of knowledge and what you do with it. Read more and get additional financial resources here: https://wp.me/paeENs-bX What we discuss on this episode: 2:05 – Knowledge is not power 6:40 – Knowing where to tap 12:12 – Critical lessons …
 
In today's episode, we discuss the different types of long term care, including: Home based health care, the 3 different types of residential facilities, adult day care centers, Alzheimer’s care facilities, and the importance of emergency medical alert systems. And before you make any big retirement decisions, download my free book 65 Questions to …
 
When it comes to retirement, there are a lot of questions that you should be asking yourself to prepare. However, there is one very important question that people don’t always take the time to think about. In this episode, Barry Watts speaks about what questions you should be asking yourself as you plan for your retirement so you can be sure that y…
 
A common income planning tool is to help "replace your paycheck in retirement!" But is that honestly possible? Damon and Matt detail how yes it can be done and they offer tips on how you can start the process now. Plus, the biggest fear in retirement is running out of money. What about retirees not spending enough and having too much money in retir…
 
You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thoughts I have about the retirement scene. Join me for this laid-back month with no set theme to learn the answers to questions from listeners like you. Random thoughts on the retirement scene Retirement pla…
 
What does fatherhood mean to you? How do you envision your retirement years as a father, grandad, or father figure? In this Father’s Day special, The Retirement Solution’s Matt Perrone explains financial and life coaching considerations you must know as you address and approach retirement as a parent, grandparent, or father figure to someone. Matt …
 
Today, guest host Jeremy Schneider breaks down the 5 most common arguments AGAINST index funds. Specifically, he shares how individual investors are impacted + his response as an index fund advocate. He also answers a listener question about paying off debt vs. investing. If you're a retirement saver who loves low-cost index funds as much as we do,…
 
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life savings because they are no longer getting a paycheck. So I specialize in managing their investments to provide an income that is predictable, consistent, safe and can even increase every year, no matt…
 
Are you well-prepared for the transition to retirement and the life you want to lead? It’s one of life’s major transitions and it takes much more than money. Our guest, Mike Drak, shares his insights from his personal experience with his retirement transition and his recently released book Retirement Heaven or Hell. We discuss: The lessons from his…
 
60% of Americans retire unexpectedly. If you were forced to retire today … would you be ready? Don’t miss Retirement Solutions Radio show, "60% of Americans Retire Unexpectedly. Four Steps to Better Prepare For it Now."Air Date: 6/12/21Door B.O.S.S. Retirement Solutions
 
Episode 327: Wage inflation is good for those that are productive. That’s because inflation is price beneficial to all appreciating assets, which includes productive employees and companies. If you’re a quality high performing employee, then you should be using the pressures of wage inflation to secure a pay raise. But you probably won’t get it unl…
 
If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many options there are. We hope to provide some clarity to this situation on today's show. Brent, Matthew, and Joshua discuss some proactive ways to invest a lump sum of money, and why age is such a big fa…
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional financial resources here: https://makeretirementwork.com/1372/ep-26-learning-through-uncommon-sense/ What we discuss on this episode: 1:43 – Buy low, sell high 5:36 – Don…
 
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on? Read more and get additional financial resources here: https://wp.me/paeqsR-cs What we discuss on this episode: 1:02 - The economy is made up of several components. 4:32 - Fund your Roth 401(k). 6:02 - Is cash value l…
 
Longtime Keen on Retirement listeners might remember a running gag where Matt Wilson and I would joke with our co-host, Steve Sanduski, about all the bitcoin we suspected he was hoarding. At the time, bitcoin had just emerged from one of its periodic freefalls and was starting to seep back into the general public’s awareness. And then, in 2018-2019…
 
If you are a fan of money-related podcasts or video blogs, you may know of this week’s guest already – it’s none other than Pete Matthew. From flipping burgers in McDonalds to becoming Managing Director of Jackson’s Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera. Knowing that the w…
 
In this episode of Women's Retirement Radio, I was joined by Lei Redding of Redding Private Client, a company she started to deliver a boutique, client-focused solution to address the personal insurance needs of high net worth individuals and families. In our conversation, we discuss Lei's background and why she's so passionate about her work. And …
 
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it's important that we take a step back and look at what's actually going on to see if it should be a top concern. Show Notes: Retirement Rescue T…
 
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