Beste Retirement Planning podcasts (2024)

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#55 How to Avoid Going Back To Work After Retirement 15:26

14h ago15:26

15:26

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=oVWnKDnN1Zo In this episode Chris Hammond discusses some retirement headlines he came across about people having to go back to work after they already retired, an…

1
EP #85: Managing Debt in Retirement 15:28

17h ago15:28

15:28

We look at the various types of debt retirees might carry and the profound impact they can have on your financial well-being. You’ll gain an understanding of how mortgages, lines of credit, car loans, and credit card debt can shape your retirement lifestyles and long-term financial goals. We emphasize the importance of integrating debt reduction st…

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#095 – Retirement planning chat with a "real" person, Judy Ocaya 1:23:22

21h ago1:23:22

1:23:22

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how…

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3 Regrets From My Clients Who Retired Early 18:00

4d ago18:00

18:00

Create Your Custom Early Retirement Strategy Here Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw honesty that's as refreshing as it is rare. Learn why a fulfilling life might mean more than clocking…

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108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options 1:08:37

4d ago1:08:37

1:08:37

Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change. Learn more about: Practical advice on tax-efficient strategies for transferring wealth to the next generation…

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The Ultimate Guide to Roth IRA Conversions: Pros, Cons and Strategies 7:34

23d ago7:34

7:34

On this episode of The Retirement Guide, George breaks down the strategy of Roth IRA conversions. Learn the pros and cons of transferring funds from traditional retirement accounts to Roth accounts, including the tax implications. Find out the ideal times for conversions and situations where they may not make sense. Get tips on analyzing future tax…

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#54 Retirement Spending Trim Down - 5 Tips 12:41

8d ago12:41

12:41

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=zyTPg06QU1U In this video Chris Hammond goes over 5 tips you can use to trim down the waste in your spending without it hurting so much. I am a financial advisor,…

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EP #84: Rock On: Channel Your Inner Rock Star for a Vibrant Life After Work with Dr. Sally Chivers-Storey 37:54

8d ago37:54

37:54

Joe and Dr. Sally Chivers-Storey explore the dynamics of aging, retirement, and intergenerational collaboration. They delve into the complexities of navigating workplace tensions arising from different generational perspectives and caregiving responsibilities. Dr. Chivers emphasizes the importance of valuing the wisdom and experiences of older adul…

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#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth 1:25:49

8d ago1:25:49

1:25:49

Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in re…

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3 Classic Early Retirement Mistakes To Avoid 18:46

11d ago18:46

18:46

Create Your Custom Early Retirement Strategy Here Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether y…

1
#53 Retirement Planning Subjective Values and Objective Realities 13:03

15d ago13:03

13:03

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=QIUrer8BUJ8 In this video Chris Hammond goes over why it's so important that the reality of your financial situation lines up with how you feel about it. I am a f…

1
EP #83: 7 Actions to Take in the 5 Years Leading Up to Retirement 13:04

15d ago13:04

13:04

We discuss seven key actions to take in the five years leading up to retirement. We want you to get clear on retirement goals and cash flow requirements. We advise you to get clear on your current financial standing and bridge any gaps well in advance. We look at the importance of creating a shared vision for retirement, understanding future income…

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#093 – Advisory fees...the good, the bad, the ugly 1:32:22

15d ago1:32:22

1:32:22

Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair Links in this episode: FINRA's BrokerCheck - here My article about trying to quantify the "value" of advisory services - here Tenon F…

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5 Situations When It Does NOT Make Sense To Implement Roth Conversions 18:34

18d ago18:34

18:34

Create Your Custom Early Retirement Strategy Here Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you …

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Fireside Financial Ep 12: Grandparenting 101: Instilling Money Values in Grandchildren 15:55

18d ago15:55

15:55

This month Joe and Regan dive into how to educate grandchildren about money. They use real-life examples like grocery shopping and budgeting exercises. They look at how grandparents can make meaningful contributions, such as gifting money with a purpose, like for a car or post-secondary education while instilling lessons about financial responsibil…

1
107: “I can't flip the switch from saving to spending” - Michelle's retirement spending dilemma 1:01:50

18d ago1:01:50

1:01:50

Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by recent retiree Michelle Lennox. Michelle recently retired, but it may not appear that way. She is still working and earning an income, she volunteers on boards, works with start-up founders and runs marathons. It’s possible she is more busy now than while worki…

1
#52 Coasting Into Retirement With Deliberate Actions 20:26

22d ago20:26

20:26

In this episode Chris Hammond goes over some things you can do to put your retirement plan more on auto-pilot. Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=5eGRGwLmz7c…

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EP #82: Top 5 Non-Money Mistakes in Retirement 14:04

22d ago14:04

14:04

We explore the top five non-money mistakes in retirement planning. We look at how retirement isn’t just about financial readiness but also about finding fulfillment and direction in life post-career. We look at the significance of social engagement, staying physically active, maintaining a growth mindset, and transitioning from a savings to a spend…

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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE! 35:42

22d ago35:42

35:42

Listener Q&A where Andy talks about: How to establish tax residence in a new state, and how to leave tax residence in your old state Carrying over capital loss deductions Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210 When in the tax return season should you file your return Is an advisory fee of 1…

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Do We Have Enough To Retire (And Never Go Back To Work)? 21:11

25d ago21:11

21:11

Create Your Custom Early Retirement Strategy Here Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking …

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106: Goodbye ‘Awe-Inspired’! Join the ‘8000 Days’ Journey 13:45

25d ago13:45

13:45

Join Caleb and Riley for episode one of the newly named 8000 days podcast. Resources: https://www.hartfordfunds.com/insights/investor-insight/navigating-longevity/8000-days-of-retirement.html Email Caleb: cmiller@investordna.ca Text Riley: 403-393-8237 Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscri…

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#51 Why Does It Always Feel Like My Portfolio Stinks 15:31

29d ago15:31

15:31

In this episode Chris Hammond goes over some of the reasons you may be disappointed in your portfolio and how comparing it to the wrong benchmark can lead you to make bad decisions. Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.…

1
EP #81: 5 Common Money Mistakes in Retirement 22:18

29d ago22:18

22:18

In this podcast episode, hosts Joe Curry and Lindsay Wilson discuss common mistakes in retirement planning, cautioning against relying solely on advice from friends and family who may lack expertise in financial matters. They emphasize the importance of seeking professional guidance tailored to one's unique situation, highlighting scenarios such as…

1
#091 – Retirement planning chat with a "real" person, Tom Santi 1:17:23

29d ago1:17:23

1:17:23

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is currently in a part-time/transitional work phase leading toward retirement. They talk about a wide array of retirement planning topics such as when Tom started getting serious about retirement p…

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The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 15:37

1M ago15:37

15:37

Create Your Custom Early Retirement Strategy Here Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the s…

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105: Dr. Christina Pierpaoli Parker: From night owls to early birds - Mastering sleep in retirement 56:27

1M ago56:27

56:27

Caleb and Riley are joined by Dr. Christina Pierpaoli Parker, PhD, a Board-certified Clinical Psychologist and Director of the Integrated Behavioral Medicine Service at the University of Alabama Birmingham (UAB) specializing in adult and geriatric behavioral medicine. Christina’s thoughts have been featured in The New York Times, Washington Post CN…

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#50 Biggest Mistake Investors Make in Retirement 14:37

1M ago14:37

14:37

In this video Chris Hammond goes over what he believes is the biggest mistake investors make when they retire and how to overcome this. Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=hJ6MIW1ic7A…

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EP #80: Navigating the Behavior Gap: Why the Average Investor Underperforms the Market 28:26

1M ago28:26

28:26

In this podcast, Dr. Daniel Crosby joins Joseph to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a key bias, emphasizing its role in risk-taking behavior and decision-making. Dr. Crosby advises automating financial processes and seeking professional guidance to bridge the behavior gap. The convers…

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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group 1:25:07

1M ago1:25:07

1:25:07

Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement p…

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#49 Flying By The Seat of Your Pants Retirement Planning 14:47

1M ago14:47

14:47

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=6VgZJxEH8V8 In this episode Chris Hammond goes over 5 ways to help overcome inertia in your retirement planningDoor Chris Hammond

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This Is The Mindset Shift Needed To Retire Early With CONFIDENCE! 16:22

1M ago16:22

16:22

Create Your Custom Early Retirement Strategy Here Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of thei…

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104: Theoren Fleury: Calgary Flame NHL Legend - Recovering from Hockey 53:52

1M ago53:52

53:52

Caleb and Riley are joined by Theoren Fleury, Canadian former professional hockey player, author and motivational speaker. Theo was drafted by the Flames at the 1987 NHL Entry Draft, and played over 1,000 games in the NHL between 1989 and 2003. Theo is not known not just for his electrifying career in the NHL though, but also for his courageous jou…

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EP #79: Subscribed and Satisfied: Optimizing Your Spending Without Sacrifice 21:06

1M ago21:06

21:06

In this engaging podcast discussion, the speaker delves into the widespread shift towards subscription models, exploring how businesses and consumers alike benefit from this trend. The conversation underscores the convenience for consumers and improved cash flow management for companies, emphasizing the seamless experience subscriptions offer. Howe…

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#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio 37:54

1M ago37:54

37:54

Explanation of what the S&P 500 index is, what it measures, how it works and why it's NOT the right benchmark to use for your portfolio and it's returns Links in this episode: Portfolio Visualizer website - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Reti…

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How To Protect Against Retiring, Getting Unlucky and Having To Work Again 21:58

2M ago21:58

21:58

Create Your Custom Early Retirement Strategy Here Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to shield your nest egg from the whims of the market, ensuring it keeps up with inflation while dodgi…

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Fireside Financial EP #11: Turning Family Money into Financial Freedom: Smart Planning for Inheritances 9:17

2M ago9:17

9:17

Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning. They caution against hasty decisions and stress the importance of taking the time to assess goals and intentions before embarking on a…

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103: Moira Welsh: Author of “Your Happily Ever Older” and Navigating a Super-Aged Future 56:29

2M ago56:29

56:29

Caleb and Riley are joined by Moira Welsh, Journalist at the Toronto Star and author of Happily Ever Older. Moira Welsh is a Toronto Star journalist leading The Third Act project, pushing for changes in the way older adults live. The winner of two Canadian Association of Journalists Awards and three National Newspaper Awards, she is also the author…

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#48 Your IRA Contribution Deadlines For 2023 11:18

2M ago11:18

11:18

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=94pR2-tT3OU In this episode Chris Hammond discusses when the deadline is for your 2023 IRA contributions, and amounts you can put in one. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/ I am a financial …

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EP #78: Inheritance: Why Fair and Equal Aren't the Same 13:40

2M ago13:40

13:40

What does it mean to be fair yet unequal in estate planning? Explore how differing financial needs, family contributions, and the complexities of sibling relationships impact retirement planning. Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join J…

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#088 – Retirement planning considerations for women, with Laura Adams 1:08:28

2M ago1:08:28

1:08:28

Andy talks with Laura Adams, author and host of the The Money Girl podcast, about retirement planning considerations and issues unique to women Links in this episode: Laura's website - https://lauradadams.com/ Laura's podcast - The Money Girl Laura's newsletter - The Money Stack Tenon Financial monthly e-newsletter - Retirement Planning Insights Fa…

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A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips) 23:33

2M ago23:33

23:33

Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be pr…

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102: Mary Morency: Four ‘must know’ pillars for a flourishing retirement 52:15

2M ago52:15

52:15

Caleb and Riley are joined by Mary Morency a Retirement coach and co-author of “Rethinking Retirement”. Mary, is a ”retired” Human Resources and Organizational Development leader with over 30 years of experience, Mary has always been passionate about developing human talent and facilitating change within organizations and with individuals. She view…

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Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years! 10:15

2M ago10:15

10:15

In this episode of "The Retirement Guide Podcast" with George Jameson, CFP®, we dive into the top 10 retirement mistakes to avoid in your 50s. George offers invaluable insights to help you navigate this critical phase of life. Learn how to save smarter, manage debt, invest wisely, and more, ensuring a secure and fulfilling retirement ahead. Tune in…

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#47 Not All Your Accounts Are Taxed The Same 15:40

2M ago15:40

15:40

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=hjgy6pUjJCE In this episode Chris Hammond discusses how different types of accounts are taxed differently, and how this impacts your retirement, and how you can use it to your advantage if you understand the differences. To download a free copy of the Essential Step-By-Step Ret…

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EP #77: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick 25:49

2M ago25:49

25:49

Braden Warwick (PhD, PWL Capital) and Joe look at business owner compensation. They examine the often-debated choice between salaries and dividends. Braden, a financial planning product architect at PWL, shares insights from a comprehensive study he conducted on optimal business owner compensation. They explore variables like provincial residency, …

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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE! 46:31

2M ago46:31

46:31

Listener Q&A where Andy talks about: The summary of the five different tax return filing statuses Whether a particular listener could file as Head of Household for his 22 year-old son in college How to get the 1099-INT form if you sold any I Bonds last year Whether you can still do a 2023 Roth conversion now, in February 2024 What to look for and a…

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Why Most People Pick The Wrong Asset Allocation For An Early Retirement 24:00

2M ago24:00

24:00

Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, tailor an investment strategy that thrives on your personal circumstances. Through an engaging story about a client who confidently strides with a…

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101: Mardi Tindal: Reinventing Retirement through Co-Living 57:39

2M ago57:39

57:39

Caleb and Riley are joined by Mardi Tindal, a writer, adult educator and who we might say has become an expert on the topic of coliving. Mardi joined forces with friends, to create their own coliving community. After many years of wading through legal options, creating legal documents, real-estate viewings and architectural drawings, they’ve now cr…

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"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients! 48:37

2M ago48:37

48:37

Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to trade in their briefcases for a permanent vacation. From confronting the fear of outliving their savings to learning the value of owning a home o…

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#46 Navigating the Retirement Journey 18:14

2M ago18:14

18:14

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=VtXhQdrecp4 In this episode Chris Hammond shows you how to navigate your retirement journey and what tools you have available to do so. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/ I am a financial ad…

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