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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.
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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. Through Retirement Planning education, resources, an ...
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll talk about why it’s important to have a financial advi…
 
Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing it Links in this episode: Summary of helpful tax and financial planning info for 2022 - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
Whether you have an employer or you are working for yourself, making the transition into retirement means getting paid is going to be very different from what you are used to. As you are no longer getting regular paychecks, you have to completely rethink how you are getting your income. So, how do you create that paycheck when you’re no longer goin…
 
This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic. They’ll also be talking about the advantages and disadvantages between personal retirement funds and pension plans. What are required distributions? What do they mean? Why do we even care about required minimum distributions? Find out all of this a…
 
Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment Amounts Links in this episode: 2022 Medicare IRMAA amounts - here Form SSA-44 - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAs Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsDoor Andy Panko
 
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sum Links in this episode: Life expectancy calculator - Living To 100 IRS pension present value "segment rates" - here Pension Benefit Guaranty Corporation ("PGBC") website - here Facebook group - Taxes in Retirement…
 
This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He’ll also give you an inside look on what the new client process is like. Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well as the top 3 things people overlook when it comes to healthca…
 
If you’re in the lead-up to your retirement, there are many steps you can take to ensure you’re setting yourself up for a relaxing and comfortable retirement. One topic that often gets overlooked when it comes to retirement savings is pension splitting. So, in this episode, I will be sharing the benefits of pension splitting (including the savings …
 
This week on Make It Last Victor & Mark talk about to do with your 401k when you make a job change. Victor breaks down all of the options available to you as you sprint to the end. They will also dive into what tools you need your retirement tool kit, and all of the reasons why it pays to keep an open mind when doing your legal and financial planni…
 
Every year in Canada, millions of dollars in tax credits (and deductions) go unclaimed. However, with the right preparation and knowledge, you can avoid leaving your dollars on the table. In this episode, I will be helping you understand the different tax credits you may be able to apply to your situation so that you can minimize your tax bill and …
 
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Baby Boomers are often the talk of this show. But what should Generation X be doing to prepare for retirement? Finally, the show wraps up with a little segment called “Man or Woman ) on the Street!” Victor answers ques…
 
This week on Make It Last, Mark and Victor will be discussing two crucial pieces of advice you need to know for holiday shopping, as well as the challenges the economy is facing and how they will affect you this holiday season. They’ll also be discussing the psychology of money, both as a concept and as a book written by Morgan Housel. Victor expla…
 
When planning for financial freedom in your retirement years, there is one topic you cannot forget about: taxes. How much you will owe in taxes during your retirement really depends on how your retirement income is generated, as well as the amount of your retirement income. So, in this episode, I will be explaining how to ensure the smoothest ride …
 
This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement. Then, he and Mark go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll wrap things up with a game of “Inflation Trivia!” Click here to watch Victor’s latest appearance on NY1 News!…
 
Welcome to Your Retirement Planning Simplified, the podcast dedicated to answering your burning questions about retirement possibilities and how to get there. Join your host, Joseph Curry, CFP, as he shares education, resources, and expert interviews geared toward helping you get clear on your retirement vision. He'll break down what you’ll need to…
 
This week on Make It Last Mark and Victor will be talking about what the client experience is like at MLG, and why estate plans aren’t just for the wealthy. Why you might have less than when you started retirement, and why you should be worried about retiring on a fixed income. How to battle inflation and make your money last as long as you need it…
 
This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let’s get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown so you can get cozy w…
 
Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this news as well. Victor & Mark talk about what’s driving this higher inflation, how it’s related to the increase in Social Security, and how you…
 
On this episode Chris discusses why focusing on retirement lifestyle is so important, discusses the new Social Security Trustees report and his thoughts on the viability of Social Security for today's retirees. Then rounds up with a discussion of why the timing of when you retire can have a potentially huge impact on your retirement plan sustainabi…
 
In this episode Chris Hammond discusses: Two different ways to retire, comparing the life path of Bob Barker (host of The Price is Right) to Alex Trebek (the late host of Jeopardy). A different way to approach the decision of when to start receiving your Social Security benefits And an interesting look at Chapter 2 of Fritz Gilbert's book "Keys To …
 
This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can’t see coming/can’t avoid and how do...Door Victor J. Medina, JD, CELA®, CFP®
 
This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make...Door Victor J. Medina, JD, CELA®, CFP®
 
Interest rates are incredibly low... Although I'm sure you already aware of this, the challenge financial advisors face is where to invest cash. Leaving cash in a bank seems like a good choice, it's safe, but that's not going to keep pace with inflation. Some estimates put inflation at 5%-6%, which means for every $100,000 earning 0% interest will …
 
In this episode Chris Hammond discusses: What his family's hike to Abrams Fall could teach you about investing in your portfolio. How vaccine mandates are another cause of unforeseen early retirement and what retirees should begin doing before retirement to fill up their new found time. An interesting look at Jason Zweig's book "Your Money And Your…
 
This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through...Door Victor J. Medina, JD, CELA®, CFP®
 
On this week’s episode of Make It Last Victor & Mark give us a special “Part 2” to Episode 133 “Building Your Financial House.” You already have the foundation, but what’s a house without walls and...Door Victor J. Medina, JD, CELA®, CFP®
 
In this episode Chris Hammond discusses: How to help manage investment volatility in retirement, An intriguing story of the South Seas Bubble/Mania and the lessons retirees can learn from it What Britney Spears' conservatorship battle can teach retirees This post first appeared on Retirement Planning Made Easy.…
 
This episode is a masterclass and dedicated to answering the questions regarding HR for small businesses. It's typical for a small business owner to overlook this key area as they grow, which can lead to some very costly mistakes. We not only cover the 8 HR issues a business needs to tackle, but include stories to bring these issues to life. Terry …
 
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your...Door Victor J. Medina, JD, CELA®, CFP®
 
Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Victor is offering his book: Empowering...Door Victor J. Medina, JD, CELA®, CFP®
 
Mark & Victor start off the show talking a bit about Victor’s two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300. It...Door Victor J. Medina, JD, CELA®, CFP®
 
The pandemic has changed Americans’ perspective on wealth. In a recent survey, the amount of money people think they need to be comfortable has dropped. What does this mean for your retirement savings? Then, Baby...Door Victor J. Medina, JD, CELA®, CFP®
 
Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby...Door Victor J. Medina, JD, CELA®, CFP®
 
What is income Planning? In this weeks episode Terry talks about the simple trick he shares with his retirement income planning clients. It's amazing how simple income planning can be.... it all comes down to a simple number which is 300. Knowing this simple trick can help you tremendously in this short little 10 minute podcast. If you have questio…
 
As a certified long-term care planning specialist, Terry gets to the basics with Alecia Barnett. We get calls for long-term care when someone in the family gets ill. Did you know that the newer policies allow you to leave any money you don't use to your beneficiaries? Also there is a company that allows you get a policy even if you have a chronic i…
 
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