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... a holistic lifestyle to build & preserve wealth
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clien ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Retirement planning might seem complicated and confusing, but the truth is, it doesn't have to be. The Money & Retirement Show with Victor Gray & Colin Hurst seeks to simplify, educate, and entertain those in retirement and those preparing for retirement.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement
Josh Jalinski
Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, Pix 11News, News 12 NJ, Annuity123, EzineArticles.com, and Fortune
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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insight ...
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What Can I Do to Plan For My Retirement?
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Okay, number one. Thanks for checking out this podcast. This is a big first step in planning for your retirement. Then, it's a quick phone call and a great conversation with Doug. Go ahead, take a listen and get your retirement plans rolling.Door Doug Horne
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The Most Overlooked Tax Breaks for Small Businesses w/ Mark Kohler
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What’s the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board me…
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Hi Folks, Bill Duggan here wishing you a happy, healthy and prosperous 2025!Door saferetirementmoneyguy
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The 4 potential outcomes in retirement (you WILL be in one of these)
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In this week's episode, we'll discuss the 4 possible outcomes in retirement and how you can influence where you wind up. Will you retire because you have to or because you want to? Will you have to work after retirement? Is there something you are passionate about that you can do after you retire? What plans need to be put in place to help you achi…
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The Ultimate New Year Checklist: Master Your Money in 2025
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The responsible side of each and every one of us knows we should be doing certain financial planning things each year. But we’re busy people and most of us can only make time to do the things that are THE MOST ESSENTIAL. So today we’re going to talk about mastering your money with only the most pressing things people nearing retirement should do. C…
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5 Clear Signs It’s Time to Retire
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Are you starting to feel like you might be ready to retire but can’t quite pinpoint why? If so, today’s episode is perfect for you! We’ll explore five clear signs that it may be time to move on to the next chapter of your life. Join Scott as he breaks down these key indicators, including one crucial sign that should apply in every case- being finan…
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INFLATION untamed … good or bad for stocks? 241215
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Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market hasn’t been happy about that. Beyond inflation there are several issues which could impact the stock market early next year, expect a more business friendly environment with less antitrust actions and ro…
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Ep 45 - Surviving Inflation and Competition as a Small Business Owner
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What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for …
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How Do I Get On Track For My Retirement?
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Some things in life you just have to stop what you're doing and start planning for retirement. Hopefully this episode will get you in motion to drive a retirement that perfectly fits you. This is how you do that. PS, it's a new year, and it's okay to grab that gym membership, but think how much better your year would be if you talked to Doug.…
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How Popular Gurus Are Failing Investors w/ David McKnight
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What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strateg…
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Tom Hegna interview discussing why it's vital to make a plan for long-term care and the difference between needs and wants in retirement
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In this week's episode, we'll discuss why it's so important to make a plan for long-term care with multi-bestselling author Tom Hegna. What if you have medical issues and cannot get approved for a traditional LTC plan? What is the difference between what you need and what you want your income to do in retirement? Isn't it time to get answers to the…
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Ep 6 - America's Roman Empire: Are We Witnessing the Fall?
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Everyone's Talking About Their 'Roman Empire'—But What Does It Mean for America's Financial Future? Josh dives into the resurgence of the Roman Empire in today's cultural zeitgeist, questioning what this fascination reveals about our own era's concerns with debt, inflation, and the potential decline of the American empire. He draws parallels betwee…
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Ep 28 - Why Taxpayers Keep Paying for Billionaire Stadiums
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Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely…
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How Much Money Do I Need To Retire?
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Great question. Maybe you think you don't have enough put away. One way to find out is to talk to Doug at Dollars and Sense. He will help make sense out of what you might be able to do. Start with Dollars and Sense and see what happens. Talk to Doug, today.Door Doug Horne
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BEST OF: The 2024 Financial Draft
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Are you ready to draft the ultimate financial strategy? Josh kicks off this episode by breaking down how to build a well-rounded financial team, focusing on diversification and managing risk. He guides you through the importance of balancing offensive and defensive investments, ensuring that your portfolio is set up for long-term success, especiall…
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How Can I Get Zero Risk in Retirement?
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With life investments we take risks. It's the nature of the game. In retirement, we can't afford to take risks. When the money is gone, it's gone. Dollars and Sense as a "zero reik" approach to your retirement dollars. Find out more, right now.Door Doug Horne
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Ep 44 - The Financial Quarterback Saves Christmas (& Hanukkah)!
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The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of famil…
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How your investment fees REALLY work.
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People say they don’t get a straight answer about fees. Investment fees are very misunderstood. In today’s episode, we walk through a practical guide to help you understand the different types of fees that you might be paying when it comes to an advisor and your investments. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Web…
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Ep 43 - What Happens When Wall Street Buys Your Favorite Franchise?
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What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will …
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Tom Hegna interview discussing what an optimal retirement plan looks like and if you can do it yourself
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In this week's episode, we'll explore if being a do-it-yourself investor makes sense in retirement and what an optimal plan looks like with multi-bestselling author Tom Hegna. Is there a wise plan for younger people to follow to be in a great position for retirement? Does someone really need a retirement expert to help them plan their retirement? I…
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How Does Dollars and Sense Help People Retire?
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In life, we need a plan and to help that plan be successful, we need someone behind that plan who fully understands what needs to be do. Retirement is a major life event and we get one shot at making it work. Dollars and Sense is key to making retirement work for you.Door Doug Horne
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The Truth About Building Wealth in Stocks w/ Brian Feroldi (Long Term Mindset)
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How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset, to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares in…
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Big Retirement & Tax Updates Coming in 2025
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Big changes are on the horizon for 2025, and this episode is all about keeping you in the loop. From updates to 401(k)s, Social Security, and Medicare to new tax brackets and changes for inherited IRAs and HSAs, we’re covering it all. Whether you’re retired, approaching retirement, or just beginning to map out your plans, this discussion is for you…
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Can loneliness in retirement be as harmful as smoking and what can you do to avoid this potential pitfall
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In this week's episode, we'll explore how doctors have proven that loneliness can be as harmful as smoking in retirement. What can you do to avoid the "sickness" of loneliness in retirement? How can you stay plugged into your social network after you retire? Isn't it time to get answers to the tough retirement questions now? Join Certified Financia…
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Ep 42 - What Disney Tells Us About America’s Love for Consumerism
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How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares eas…
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How Can Dollars and Sense Help with My Retirement?
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Somteimes we try to DIY stuff, including investments and retirement. Retirement is serious business and making mistakes with your hard-earned money is a place you don't want to be. Take a listen and get some great advice on how retirement can work for you.Door Doug Horne
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Peter Schiff Shares Bold Predictions on Gold, Bitcoin, and the U.S. Economy
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What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labe…
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Emergency cash needs change when you retire.
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We all know that life throws curveballs—whether it’s an unexpected medical bill, a job loss, or a surprise home repair. But are you truly prepared? How much should you have set aside? Where should you keep that money so it’s accessible when you need it most? And how does your emergency fund change as you move through different stages of life? Check…
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Why Bitcoin Is More Than a Cryptocurrency Revolution w/ Marty Bent (TFTC)
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Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast, for a deep dive into the potential of digital currency. Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend tradi…
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Tom Hegna interview discussing why replacing bonds with annuities can be wise and why some think they don't like annuities
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In this week's episode, we'll discuss if replacing bonds with annuities in retirement makes sense with multi-bestselling author Tom Hegna. Why would a retiree want to have annuities instead of bonds? Why do some people think they don't like annuities? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduc…
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How Do I Prepare For a Retirement Consultation?
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You can't go into a conversation about retirement without preparing for that conversation. If you are prepared you will come out of that initial meeting with good information. Today's podcast will help you get ready.Door Doug Horne
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[LIVE RADIO SHOW] Black Friday’s Economic Surge, Inflation’s Grip on America, and Maximizing Tax Savings + Listener Q&A!
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What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, …
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The Reasons Your Retirement Transition Isn’t Easy (And How to Fix It)
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Scott recently met with a prospective client who asked, “Why isn’t the transition into retirement easy?” While there’s no “easy button” for retirement, it doesn’t have to feel overwhelming or confusing either. In today’s episode, Scott explores why retirement, or the transition into it, might feel difficult, and why many people find the process mor…
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TRUMP a lot can go WRONG 241128
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Episode 458: Curb your enthusiasm about a Trump Trade because a LOT could go wrong. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————Door John Pugliano
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Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement
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How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that …
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How Can I Retire Like Drew Brees?
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Great career and tons of money in the bank. That's easy. So how about your retirement? You need a plan. And by listening to this podcast you just got a first down.Door Doug Horne
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