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 ...
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Retire Smarter
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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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Podcast by Retirement Lifestyle Advocates
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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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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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Podcast by B.O.S.S. Retirement Solutions
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With over 1 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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An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • 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, I'll a ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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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 ...
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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Retirement Talk for Boomers, Seniors, and Retirees


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Retirement Talk for Boomers, Seniors, and Retirees
Del Lowery
Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Discover stories from real people who are living out their definition of a secure retirement.
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Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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By TouchstoneFinancialEducation.com - See our Market Updates and work with us one-on-one!
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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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Cortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. 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 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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Retirement Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more, all from a Certified Financial Fiduciary®.
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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, th ...
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The State of Retirement: Shaping the Future


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The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
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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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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/
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Your Retirement Planning Simplified


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Your Retirement Planning Simplified
Joseph Curry, CFP Professional
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 ...
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Join me as I discuss retirement issues . Whether you are soon to retire or already retired we can give insight.
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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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WEALTHSTEADING Podcast investing retirement money stock market & wealth


... a holistic lifestyle to build & preserve wealth
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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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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 ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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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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A podcast for everyone who wants to know how to make the most out of retirement. From planning and managing finances to health and fitness in our advancing years, this series of Podcasts has it covered. Experts from many fields and those who already enjoy a successful retirement, offer their advice and talk about their personal experiences to help you make informed decisions about your retirement years.
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We’re gonna be talking regulatory issues. Best practices. Investing strategies. All of it. About what it all means and, more important, what it means to you.
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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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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Retirement Domination: Life After Work with Tom Jacobs


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Retirement Domination: Life After Work with Tom Jacobs
Jacobs Financial Services LLC
A podcast about life after the working years. Tom Jacobs and Michelle McKormick will feature topics including: business, hobbies, public figures in their community, and more!
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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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Rock Your Retirement Show


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Rock Your Retirement Show
Kathe Kline and her guests discuss Retirement Lifestyle, not money.
Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
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A top retirement podcast and longevity planning podcast. Dr. Dorian Mintzer, M.S.W., Ph.D., Board Certified Coach, and Certified Professional Retirement Coach guides you on how to revolutionize all aspects of your retirement transition. This podcast will teach you how to retire with joy and confidence, ready to live the fullest in the second half of your life. In this podcast, Dr. Mintzer interviews a wide variety of experts in various areas of retirement and longevity planning, spanning the ...
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Retirement Wars! With the Kingsguard Capital J-Team

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Retirement Wars! With the Kingsguard Capital J-Team
The J-Team
Your retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
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Your Retirement Elevated Podcast with Scott Dougan


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Your Retirement Elevated Podcast with Scott Dougan
Scott Dougan
Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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The Retirement and IRA Show


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IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
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Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs. (3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs. (13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care c…
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Retirement Domination: Life After Work with Tom Jacobs


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Episode No. 23 - Boys & Girls Club of Grand Rapids President Patrick Placzkowski
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Spending time giving back to your community might be something you want to do in retirement. Patrick Placzkowski from the Boys & Girls Club of Grand Rapids fills us in on all the opportunities available.Door Jacobs Financial Services LLC
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Retirement Planning Made Easy


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Episode #40 End of Year Tax Wrap Ups
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To watch this episode on YouTube visit: https://youtu.be/7BIfMjQN5AU In this episode Chris Hammond goes over some end of year tax "to-do's" you might want to look into. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/ I am a financial advisor, but I’m not your advisor financi…
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The Retirement Roadmap Podcast


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”Easy Wins” In Personal Finance Part 2
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In this episode we continue building on our list of potential “Easy Wins” - We hope you enjoy and build on your own personal list of “Easy Wins”! Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his…
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The Retirement Risk Show


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Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement
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In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the impo…
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Retirement Ready


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Things Your Financial Advisor Might Not Be Doing
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Sometimes people get advice from financial “professionals” who maybe aren’t the right fit for their needs. Today, we discuss some of the things your advisor might not be talking to you about. If you’re getting value for the fees you’re paying then that’s one thing. But if you’re not getting your needs met by your financial advisor, it might be time…
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Your Retirement Elevated Podcast with Scott Dougan


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The Ultimate Retirement Planning Mixtape
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Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. Here’s how we’ll craft the perfect mixtape in this episode: Songs for the early stages of retirement planning, where having a dream…
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Retirement Toolbox


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How To Successfully Climb The Retirement Mountain
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Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirem…
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Your Retirement Planning Simplified


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Ep #66: Seize the Opportunities: Craft Your Perfect Retirement Experience with Gary Poier
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In this podcast episode, host Joseph welcomes Gary Poyer to discuss retirement planning from a unique perspective that goes beyond financial considerations. Gary, the author of "Make Retiring Easy," emphasizes the importance of uncovering the potential in retirement to lead a fulfilling life. He highlights the seven principles of his Philosophy of …
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Perfect Game Retirement


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End of Year Financial Planning For 2023
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Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Here’s some of what we discuss in t…
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Retirement Elevated Podcast with Sean Lee


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Financial Lessons from Homer Simpson
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Ever wish you could learn about financial planning from a funny cartoon character? Today, we take some lessons from Homer Simpson to see what kind of financial wisdom we can learn. From what we are teaching our kids about money to facing uncertainty about our retirement savings, you’ll want to have some healthy financial habits. You also likely hav…
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Damon Roberts and Matt Deaton talk about the popularity of annuities but why so many advisors refuse to make them part if a retirement plan. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
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Safe Money Retirement Radio


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Safe Money Retirement: Your Game Plan for Success interview - 8.3 - Safe Money Part III: The KEY to Peace of Mind
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I was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of section 2 of Chapter 8 (Safe Money Part III: The KEY to Peace of Mind). Is growth with no market losses really possible? What different options do you have in growth plans? Are there plans that allo…
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WEALTHSTEADING Podcast investing retirement money stock market & wealth


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High Yield JUNK Bonds 231206
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Episode 436: High Yield is a marketing euphemism for JUNK. I don’t often buy bond or bond funds, but when I do, I only purchase INVESTMENT GRADE. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————Door John Pugliano
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The State of Retirement: Shaping the Future


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Episode 42: How Do Financial Literacy, Longevity Literacy, and Healthy Aging Affect Retirement Readiness?
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Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity literacy, and healthy aging affect retirement readiness.
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Cortburg Speaks Retirement - episode #165: How To Navigate Global Geopolitical Events / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementg…
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Retirement Revealed


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How to Live a Longer and Richer Life With Tom Hine
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Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Longer and Richer Life. Summary: [166] – Wouldn’t it be nice to live a longer, more fulfilling life? In this episode, Jeremy Keil speaks with Tom Hine, CFP®, CFS®, MBA about his balanced wealth approach to …
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Retirement Answer Man


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Important Retirement Numbers for 2024
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The way does not exist–there is no one correct way to do things. We are all finding our own ways in life and retirement. Working with an agile structure will help give you the scaffolding to create a retirement plan in an organized way. On this episode, you’ll hear how drafting your agile retirement plan can help you discover your unique way to roc…
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The Secure Retirement Method Podcast


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Inside the Florida Retirement System
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“How much should I save for retirement?” “When should I go into DROP?” “What about inflation?” If you’re preparing for retirement, chances are these questions have been swirling around your head… In this episode, guest host Steve Gordon asks us the most common questions about the Florida Retirement System. With decades of combined expertise, we hav…
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Retirement Answers


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The 4 Parts of a Successful Retirement Plan
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I always talk about different retirement strategies and things to think about, but I think it's important to zoom out and look at the big picture. It is easy to get overwhelmed when thinking about all the things that must be considered when evaluating your retirement. I received a question from a listener recently asking what the most important par…
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Ready For Retirement


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Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
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James explores the nuanced aspects of Roth IRAs, shedding light on intricacies that can confound even experienced investors. Through a listener question from Manfred, a retiree contemplating a $50,000 conversion from a 401k to a Roth account, James dissects the crucial five-year holding period and the order in which contributions, conversions, and …
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The Guided Retirement Show


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100: Living Live After Leaving Your Career with Bruce Godke
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We have a very special guest for a very special episode of The Guided Retirement Show. We’re thrilled to have soon-to-be retired Modern Wealth Executive Advisor Bruce Godke join Dean Barber for our 100th episode! Bruce joined Dean in the financial industry 18 years ago and is getting ready to embark upon an amazing journey. And as part of this amaz…
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Revolutionize Your Retirement Radio


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Getting Caregivers to Accept Help with Dorian Mintzer and Viki Kind
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So often, family caregivers are overwhelmed, but they won't ask for or accept help. Discover tools and communication strategies to help caregivers get past their barriers and begin to ask for and accept help. The goal is to ensure that caregivers are supported so that the person they care for is also safe and secure. The other outcome of ensuring t…
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Premiere Retirement With Jeff Vogan


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Retirement Planning Tasks To Consider Before Year End
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In this episode, Jeff discusses current events, his case of the week, answers listener questions, and retirement planning and tax things to get done by years end.Door Jeff Vogan
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Rock Your Retirement Show


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Retirement Bliss: Betsy's Journey to Living her Best Life
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In this episode, Betsy catches up with her friend Kathe after 8 months of retirement and shares her experience of not missing work at all. Betsy discusses how she prefers spending her time reading, exercising, spending time with her mother-in-law, and getting outdoors. Betsy and her husband recently took a fantastic 10-day trip to Italy, visiting N…
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Retirement Solutions Radio


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Unlocking the Hidden Retirement Goldmine...Tax Preparation vs. Tax Planning
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You want to pay less in taxes. But did you know that during retirement, you CAN control that? Retirement is when you have the most control over how much you pay. All it takes are some simple tax-planning strategies – steps you can take today – that we’ll be sharing during a special edition of Retirement Solutions Radio.Air Date: 12/2/23…
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Retirement Lifestyle Advocates


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2023-12-03 Retirement Lifestyle Advocates Radio w/ Karl Denninger
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The yield curve has been inverted for over a year, which is unusual and suggests a recession is likely on the horizon. Our guest this week, Karl Denninger, discusses with your host, Dennis Tubbergen, the inverted yield curve and its implications for the economy, along with other economic indicators, such as retail sales and housing sales, which sug…
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Big Picture Retirement


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Encore: The Fine Print of Beneficiary Designations
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Today we're bringing back a fan favorite from 2022. The Fine Print of Beneficiary Designations. This is something that seems straightforward at first glance - just fill out a form naming the people you wish to inherit your account in the event that you pass away. Seems simple enough, right? What lurks in the background is some nuance contained with…
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Retirement Tax Services Podcast


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‘’I bought a tax practice!’’ What that actually looks like for an Advisor with Michael Cummings
28:37
28:37
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28:37
Steven is constantly approached by Advisors who all have the same game changing idea: "I should buy a tax practice to generate leads". While this sounds great on paper it is not so simple in reality. In this week's episode Steven is joined by Financial Advisor (and panelist at the 2023 RTS Tax Planning Summit), Michael Cummings to talk about the re…
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Secure Your Retirement


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Anne Rhodes – Estate Planning in Retirement – Simplified
28:23
28:23
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28:23
In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Anne Rhodes discuss how the wealth.com platform simplifies estate planning. Anne is the Chief Legal Officer at wealth.com with a mission to make estate planning and cross-generational wealth transfer affordable and accessible to more Americans. She describes the two buckets …
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Retirement Starts Today


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A Few Simple Tricks Turn Humble HSAs Into Wealth Builders [Rebroadcast]
18:08
18:08
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18:08
Do you have an HSA? If so, do you simply use it to pay for your medical expenses? Or do you use it as a way to build your wealth? Today we’ll look at an article from Financial Advisor Magazine that will help us identify opportunities for wealth creation. Listen in to learn how to maximize the triple benefit of the humble HSA. This episode was first…
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The Retirement Wisdom Podcast


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Best of 2023 – Part Three
27:00
27:00
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27:00
Graduating from full-time work next year? Join our Design Your New Life in Retirement group program starting on January 25, 2024. Learn more and Register soon | Limited to 10 participants ______________________ Is your 401(k) better prepared for retirement than you are? The Retirement Wisdom Podcast helps retire smarter by preparing well for life i…
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Retirement 360


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Taking A Look Back - December 3, 2023
52:04
52:04
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52:04
Today Alan and Troy take another look at a year end checklist of things to get done financially before 2023 turns into 2024. Then they look at the three stages of retirement. commonly referred to as the go-go years, the slow-go years and the no-go years, and how your money needs to be available for certain things in each stage.…
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Ever had a breathing problem? I have. Now I find that a new cause of the problem may lie with electronic screens: phones, tablets, television, or gaming screens of any sort.Door Del Lowery
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Winning in Retirement


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Are You Retirement Ready?
51:54
51:54
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51:54
Door Akers Financial Group
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Retirement Plain & Simple


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Retirement Planning for High-Net-Worth Individuals
23:44
23:44
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23:44
In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and factors that come into play w…
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The Retirement Tax Podcast


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The worst two words when planning for the future Ep.54
16:26
16:26
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16:26
In this episode Ben and Steven have a less technical discussion and instead focus on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a plan and our ability to really consider changes we may need to make. Ben and Steven also talk about a recent live webinar they did …
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Retirement and Investment Literacy


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More on Tech Stock Analysis and Electric Vehicles
15:12
15:12
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15:12
In this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024. Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.…
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Stay Wealthy Retirement Show


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3 Big Medicare Pitfalls to Avoid (In 2024)
14:21
14:21
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14:21
Navigating the Medicare world is confusing and challenging. As a result, many retirees make Medicare decisions without clearly understanding the long-term implications. Long-term implications that, in worst-case scenarios, can put a retirement plan in jeopardy. To help you avoid making costly Medicare mistakes, I'm sharing three (3) big pitfalls to…
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All Things Retirement


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Retirement Planning for PSEG Employees (Part 2)
29:52
29:52
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29:52
We’re back to continue our conversation on retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with these employees and is here to share valuable insights and strategies to help you make the most out of your benefits in this two-part episode. This week, we’re going to take a look at Cardinal Wealth's Financial P…
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Retirement Reality Podcast

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Financial Tweaks That Matter: Small Steps, Big Impact
24:52
24:52
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24:52
Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From finding the right balance in your cash reserves to consolidating old 401Ks, we're unpacking those seemingly small steps that can bring about big, positive ripples in y…
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Will the outcome of the next presidential election have an impact on your investment strategy? Should it? Will you be making changes to your investments depending on who is elected? Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNE…
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The Retirement Blueprint


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The Level Of Risk Involved With Different Investments
54:01
54:01
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54:01
In this episode Grant discusses the recent inflation figures and whether they signal a light a the end of the tunnel. Also Grant discusses the levels of risk involved with different investments.Door Grant Dorhout
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Retirement Wars! With the Kingsguard Capital J-Team

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Saved a million? Now let's get serious about retirement!
10:10
10:10
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10:10
Reaching $1,000,000 in savings is a real milestone. But is it enough, on it's own, to last for your full retirement? The Kingsguard Capital J-Team explains why relying on savings alone could let you down. In this episode of Retirement Wars!, Jessica and Joseph Cervinka also outline strategies for stretching and protecting your retirement dollars.…
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The Retirement Plan Insider


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401(k) Best Practices — Process, Process, Process
17:32
17:32
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17:32
What are the three most important things a DC plan sponsor should be laser-focused on? Process, process, process. We dig into the latest investment consulting trends and best practices for putting together a retirement portfolio that’s user-friendly and cost-effective for participants — and the structures you need to have in place with your plan. T…
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Retirement Coach's Corner


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Hidden Financial Questions
19:17
19:17
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19:17
Some financial questions are obvious and popular, while others are more hidden. Today, we dig through some of the more overlooked yet equally important questions to ask when going over your retirement plan. From savings that later turn into your largest expense, are you watching these financial elements closely? Do you know how much you can safely …
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Retirement Success


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The Painful Truth of Arthritis
25:17
25:17
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25:17
In this episode Sports Medicine Doctor, Dinesh Sirisena, talks about a potentially debilitating affliction that affects millions of retired and elderly people. Is it only an affliction for elderly, where in the body can it strike? Can we avoid arthritis in the first place? If we cannot, what can we do, short of surgery, to mitigate the symptoms and…
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