A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
…
continue reading
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
…
continue reading
Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
…
continue reading
Podcast by Retirement Lifestyle Advocates
…
continue reading
Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
Podcast by B.O.S.S. Retirement Solutions
…
continue reading
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 ...
…
continue reading
Podcast by Mark Falter
…
continue reading
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
…
continue reading
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 ...
…
continue reading
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
…
continue reading
Retire Smarter
…
continue reading
…
continue reading
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
…
continue reading
With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
…
continue reading
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 ...
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
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.
…
continue reading
Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
…
continue reading
The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
…
continue reading
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
…
continue reading
If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
…
continue reading
Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
…
continue reading
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.
…
continue reading
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
…
continue reading
When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
…
continue reading
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.
…
continue reading
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
…
continue reading
1
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
…
continue reading
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 ...
…
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
We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
…
continue reading
Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
…
continue reading
Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
…
continue reading
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 ...
…
continue reading
By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
…
continue reading
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/
…
continue reading
Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
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.
…
continue reading
1
4 Reasons to Retire ASAP
18:15
18:15
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
18:15
Still trying to figure out when you are going to retire? Do you have a specific age in mind? It can be hard to decide and then actually go through with it because of the unknown and the "what-ifs" of retirement. But the biggest "what-if" in my opinion isn't what could go wrong in retirement... The biggest "what-if" is getting to the end of your lif…
…
continue reading
1
Unconventional Retirement Strategy: How to Save Less AND Retire with More
14:51
14:51
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
14:51
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing for retirement. His goal was to save as much as possible, retire in a few years, and finally spend time with his wife, travel, and enjoy life. However, James, founder of Root Financial, offered surprisi…
…
continue reading
Mike Riedmiller creatively likens financial planning to preparing a feast, underscoring the various components necessary for a successful retirement strategy. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President of Riedmiller Wealth Management joins you on Sm…
…
continue reading
1
Navigating Retirement: Key Strategies for Success
19:32
19:32
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
19:32
This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstance…
…
continue reading
1
Plan for the Risks in Retirement So You Can Enjoy the Rewards
11:37
11:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
11:37
Plan for the Risks in Retirement So You Can Enjoy the Rewards You may think you have a retirement plan, but does it take into account all the risks that could derail it? In this episode of Countdown to Retirement, Gregg MacInnis offers strategies that can mitigate the most common risks in retirement, including inflation, healthcare costs, market an…
…
continue reading
1
How to Enjoy Retirement on a Budget
34:55
34:55
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
34:55
In this episode of "Rock Your Retirement," Kathe Kline and Barbara Mock discuss a range of affordable living and travel options for seniors, particularly focused on those with limited financial means. Addressing concerns about the targeted demographic of the show, Kathe and Barbara dive into practical solutions for managing housing expenses, such a…
…
continue reading
1
The Pursuit of Wisdom – Ben Lytle
40:56
40:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
40:56
Retiring? Don’t drift into the lazy river. Design Your New (active and interesting) Life. Learn More _______________________ In days gone by, people used to think they were done – and headed off to retirement. Not any more. Now, the questions to ask yourself are what’s my potential for the likely decades that lie ahead? And how can I live well – an…
…
continue reading
1
3 Easy Steps For Happiness In Retirement
10:45
10:45
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
10:45
Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…
…
continue reading
1
Fireside Financial Ep #20 – Client-Centered Wealth Management
13:57
13:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:57
Joe and Regan share their journeys in the financial planning industry, highlighting key transitions to independent wealth management. They discuss the challenges of starting in a sales-driven culture, the benefits of prioritizing client-centric retirement planning, and the importance of independence in offering customized financial solutions. Joe s…
…
continue reading
1
Is the 4% Rule Too Safe? [Rebroadcast]
22:16
22:16
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
22:16
Originally aired June 2024: The 4% rule is the “golden rule” of retirement planning. Everyone is familiar with it and it’s easy to work out for some quick, back-of-the-napkin math. Since it is so easy to calculate and implement, many use it as their retirement withdrawal rule. However, this approach may be overly conservative. While using a signifi…
…
continue reading
Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors…
…
continue reading
1
How Much is the American Dream - December 1, 2024
52:02
52:02
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
52:02
Today Alan and Troy revisit the topic of how much it costs to attain the so-called American Dream lifestyle of a house, family, vacations and retirement, as well as a recent study which showed that cost to be around $4.4 million. Later they take a look at timeless advice from people through the years and how their quotes relate to retirement planni…
…
continue reading
"I don’t own a thing", said Diane Athill, a British editor and writer. She has just recently moved into an assisted living facility. "And I love it", She added, "For the first time in my life I feel free".Door Del Lowery
…
continue reading
1
How to Make the Most Out of Your Year-End Bonus
30:07
30:07
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
30:07
We receive our working paychecks in a very systematic way, often every week or every other week. Well, what do we do when we get a year-end cash bonus, at times in the thousands of dollars all at once? What is the best way to use it? In this episode, we'll talk about some important things to t…
…
continue reading
1
Estate Planning 101-Higgins Outdoors
54:19
54:19
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
54:19
…
continue reading
1
Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
55:24
55:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
55:24
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as you turn 70. (13:00) The guys are asked for their input on Social Security claiming strategy. (21:00) Jim and Chris discuss whether there are differe…
…
continue reading
1
When is the Best Age to File for Social Security?
39:57
39:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
39:57
When is the Best Age to File for Social Security? by B.O.S.S. Retirement SolutionsDoor B.O.S.S. Retirement Solutions
…
continue reading
1
How to Retire with Christine Benz
1:01:12
1:01:12
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:01:12
Summary In this episode, I'm thrilled to welcome back to the show Christine Benz as we delve into her best selling book How to Retire: 20 Lessons For a Happy, Succesful, And Wealthy Retirement. When Christine was a guest on the podcast in ep 36 back in March of this year, her book had not yet been released but we did get a sneak peek into what she …
…
continue reading
1
2024-12-01 Retirement Lifestyle Advocates Radio w/ Mark Jeftovic
44:15
44:15
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
44:15
Dennis Tubbergen hosts RLA Radio and interviews Mark Jeftovic, publisher of the Bitcoin Capitalist. Jeftovic discusses the origins and evolution of his publication, emphasizing its focus on Bitcoin and related investment strategies. He highlights the importance of holding Bitcoin, comparing it to gold as a safe haven asset, and explains the concept…
…
continue reading
1
Momentum and Volume - The Other Major Factors to Consider When Investing
36:54
36:54
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
36:54
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market beh…
…
continue reading
1
#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
53:38
53:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
53:38
Listener Q&A where Andy talks about: What to do about the concentration of the top few names in the S&P 500 ( 5:10 ) What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 ) Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 ) When it might make sense to…
…
continue reading
1
Minimizing Retirement Tax Burdens: Strategies for 401(k)s, IRAs, and Tax-Efficient Inheritance
24:48
24:48
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
24:48
Could understanding the intricacies of retirement tax planning be the key to unlocking a stress-free retirement? Join Evan and Mark Fricks, as they dissect several strategies for minimizing tax burdens on large pre-tax accounts like 401(k)s and IRAs. They highlight the importance of integrating income and tax planning, and offer insights into avoid…
…
continue reading
1
Whole Life vs. Term Life
17:16
17:16
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
17:16
In this episode, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the right policy depends on your individual financial goals. Key Terms Discussed: -Term Life Insurance -Whole Life Insurance -The Cash Value Debate -Guarante…
…
continue reading
The holidays can bring joy—and financial stress. In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares 5 practical strategies to help you budget smarter, avoid debt, and enjoy the season without breaking the bank. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preser…
…
continue reading
1
Retire Like a Boss: 3 Steps to Your Best Life Yet
30:01
30:01
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
30:01
Discover your purpose outside of your occupation and live your best life yet in retirement. How do you come out of your career into a retirement that fulfills all of your dreams and expectations? My guest on this week’s episode of “Retirement Revealed” is Kevin Lyles, a retired corporate attorney who took a hands-on approach to realizing his retire…
…
continue reading
1
Year-End Planning: Charitable and Family Giving
40:19
40:19
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
40:19
Welcome to another episode dedicated to enhancing your retirement journey! Today, we wrap up our series on year-end action items with a focus on charitable and family giving. Discover how strategic charitable contributions can optimize your tax plan and learn about family giving opportunities that can make a difference. We also address your questio…
…
continue reading
1
Navigating The DROP Program: Retirement Strategies and Financial Planning Explained
29:28
29:28
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:28
How can a simple program supercharge your retirement income strategy? In this episode, April Schoen breaks down the intricacies of DROP, The Deferred Retirement Option Program, and its latest updates impacting your financial future. In this episode, you’ll discover… The enticing benefits that make the DROP program a game-changer. Key eligibility ch…
…
continue reading
In this second episode with Elliott and Luann, we continue discussing how to maintain a positive mindset around investing. Stay tuned for more from this dynamic duo. www.TouchstoneFinancialEducation.com No selling. Just education.Door ecoxn
…
continue reading
1
The Financial Landscape Post-Election
27:25
27:25
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
27:25
John Blanchard discusses various aspects of retirement planning, including the impact of political changes on financial strategies, the importance of understanding hidden fees in retirement accounts, and the challenges associated with pensions. He emphasizes the need for a comprehensive plan that addresses market volatility, the 4% withdrawal rule,…
…
continue reading
1
What Financial Advisors Wish Every Investor Knew (Part 1)
14:47
14:47
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
14:47
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Here’s what we discuss in this episode: 0:00 – Intro 2:02 – Investment costs 3:40 – Real …
…
continue reading
1
The Use Of Technology In Financial Planning
12:38
12:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
12:38
As technology keeps advancing, it’s made our lives easier in so many ways. Tasks that used to need outside help can now be done on our own with just a few clicks. This shift has also brought more accessible online financial tools, but how accurate and helpful are they really? Here’s some of what we discuss in this episode: The risks that come with …
…
continue reading
1
Navigating the Post-Election Market Landscape
17:37
17:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
17:37
Kevin discusses the current market outlook following the recent election, emphasizing the potential for continued growth due to anticipated tax cuts and deregulation. They explore various retirement planning strategies, including the importance of diversification and guaranteed income sources, especially in light of market volatility. Get Your Comp…
…
continue reading
1
441 First Principles Retirement Planning
15:20
15:20
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:20
What if I told you that having a net worth of 3 million dollars was not enough to retire. In today's podcast we are going to uncover how this could happen. We’re diving into the first principles thinking and how it is applied to retirement planning and then focusing on what I believe to be the most important foundational number for a successeful re…
…
continue reading
1
#148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's
50:24
50:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
50:24
In this episode, Patrick discusses how to have a gentle conversation with a loved one when it's time to talk about future caregiving. Is it time to move closer to family that can help? Should you sell your home and use the money to move into a care facility? All of these questions and more arise, and it can be awkward to discuss. It doesn't have to…
…
continue reading
1
ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)
31:08
31:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
31:08
In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors. The…
…
continue reading
1
What Financial Advisors Wish Everyone Understood Part I
15:44
15:44
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:44
This episode starts a two part series that will be continued after the Thanksgiving Holiday weekend. There are certain things that if understood by all, would simplify financial and retirement planning. We delve into 10 of these over the next two episodes. Glenn is available for in person and online meetings if you'd like to discuss or strategize a…
…
continue reading
1
The Stock Market, Bitcoin, and Retirement Planning (Ep.114)
41:52
41:52
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
41:52
In this episode of The Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth take you on a comprehensive journey through the world of financial planning, the current stock market landscape, and the evolving role of Bitcoin as an investment asset. Key topics include: Stock Market Trends: Insights into the S&…
…
continue reading
1
How to Invest In Emerging Markets
37:42
37:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
37:42
Emerging Markets are the world’s primary drivers of global growth (and wealth accumulation). Just over 50% of the world's economic output comes from these countries. 🤯 They play a crucial role in shaping global economic trends... ...but most retirement investors don't fully understand this asset class. To help break it down for us, Emerging Markets…
…
continue reading
1
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
25:50
25:50
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
25:50
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Read the full report: https://www.cbo.gov/system/files/2024-09/6051…
…
continue reading
1
Mailbag: Should My Husband Be More Involved In Financial Planning?
25:42
25:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
25:42
We're diving into the mailbag today on the show. Tune in as Ryan answers a variety of financial and retirement planning questions. Ruth asks if her husband should get more involved in managing their household finances as retirement approaches. Rachel wonders what investment options make the most sense for someone in her high-income position. Let's …
…
continue reading
1
Real World Examples of Roth Conversions
18:26
18:26
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
18:26
There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy. Here’s …
…
continue reading
1
Taking advantage of the holidays to talk about the inevitable
53:56
53:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
53:56
In this episode, Grant and Bill discuss taking advantage of the holidays to talk about the inevitable, the S&P 500 setting records, tips for getting in shape financially for 2025, and what to do with your RMD. .Door Grant Dorhout
…
continue reading
1
024: The FSR Wealth Client Experience & Timeless Advice
52:00
52:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
52:00
The "Own Your Retirement Show," hosted by Josh Bretl, President of FSR Wealth Strategies, and Mark Elliott, focuses on guiding listeners through the complexities of retirement planning. The episode discusses the importance of taking control over your retirement by planning for income, investments, taxes, healthcare, and legacy management. Josh emph…
…
continue reading
1
Episode 46: How Do We Save Smart Now for the Future We Want?
40:56
40:56
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
40:56
Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on own time and target. She shares some of the key lessons from her new book - Living Your Best Financial Life – Save Smart Now for the Future You Want.…
…
continue reading
1
Episode 43 - Tax Implications of Shohei Ohtani's Contract
25:00
25:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
25:00
Who is stoked for the Dodgers in the World Series? We are! In this episode, we discuss the excitement surrounding the World Series and peel back the financial aspects of baseball contracts, particularly focusing on Shohei Ohtani's historic $700 million contract with the Dodgers. We explore the implications of deferred payments, tax considerations, …
…
continue reading
1
192: The Soul of Wealth, with Daniel Crosby
33:28
33:28
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:28
Dr. Daniel Crosby is a psychologist, behavioural finance expert, and New York Times bestselling author, who joins me to discuss his latest book, The Soul of Wealth. Dr. Crosby, known for his groundbreaking insights into how psychological factors influence financial decisions, shares how his book explores the balance between monetary wealth and what…
…
continue reading
In this episode, we’re breaking down common myths about what a Will can actually take care of. A lot of people think a will covers everything, but it’s not that simple! We’ll explain how probate works, why some assets don’t go through your will, and what your will can’t control — like retirement accounts or jointly owned property. We’ll also talk a…
…
continue reading