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Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
 
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 ...
 
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/
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
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 ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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 ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
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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show series
 
Nobody wants to think about becoming a widow or widower, but unfortunately, if you are married, there is a 50/50 chance that you could. In addition to the crushing grief that comes with losing a spouse, there are many details to take care of in that first year alone. This is why I want to share an article with you from NextAvenue.org. The article, …
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode we talk about the Nasdaq being overbought, AMC stock, the importance of knowing float shares and shares outstanding and more. MarathonMoneyPlus.com…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relatin…
 
Episode 327: Wage inflation is good for those that are productive. That’s because inflation is price beneficial to all appreciating assets, which includes productive employees and companies. If you’re a quality high performing employee, then you should be using the pressures of wage inflation to secure a pay raise. But you probably won’t get it unl…
 
https://www.einsteinretirementworkshops.com/Einstein Retirement Daily, its content, and its presenter are not giving specific tax, legal or investment advice. If you hear something in our show that causes you to want to take specific action, please consult with the appropriate professional who knows your specific circumstance before taking any acti…
 
This week's retirement reading is from The Wall Street Journal, titled If Inflation Is Coming, Here Is What to Do About It. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/217. Show Notes: RetireWithPurpose.com/217 Rate & Review the Podcast: RetireWit…
 
In this episode of Retirement Unlimited, Randy dives into Rethinking Attitudtes on Aging & Retirement in the Retirement Update. Next, Randy reviews Here's What Biden's Corporate Tax Plan Means for Investors in Tactical Asset Management. Lastly, Randy delves into Cashless Future? Don't Bank On It in News You Can Use. Enjoy!…
 
On this week's episode of Retirement You Radio, Neil Mager discusses the retirement benefits for each phase of your life and how to factor them into your overall financial plan.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviserעל ידי Brian Quaranta
 
Brian talks about headwinds facing retirees. He goes into detail about what a fiduciary is and how you can know if your advisor is actually required to act in your best interest. And finally, he introduces distribution planning, and what to consider when choosing when to take Social Security or a pension.…
 
If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many options there are. We hope to provide some clarity to this situation on today's show. Brent, Matthew, and Joshua discuss some proactive ways to invest a lump sum of money, and why age is such a big fa…
 
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207…
 
There are some people that tend to procrastinate on getting tasks done in life. It could be something small like mowing the lawn, or cooking dinner. However, your retirement plan is something that you should get together immediately and not wait to get a plan together. Today we talk about the importance starting to save for retirement as early as y…
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional financial resources here: https://makeretirementwork.com/1372/ep-26-learning-through-uncommon-sense/ What we discuss on this episode: 1:43 – Buy low, sell high 5:36 – Don…
 
Today we’re answering your questions about all things retirement and financial planning. Let’s jump into it. Jim retired last month and wants to do part-time work, but he heard this can mess up his Social Security. Is that true? This is a common question we get. If you retire prior to your full retirement age and you get earned income, then for eve…
 
When should you use your IRA and how can it be best utilized? These three questions from the mailbag all mention their IRA as an option, but what does Eric have to say about all of these situations? Find out! Read more and get additional financial resources here: https://petersonfg.com/mailbag-what-should-i-do-with-my-ira/ What we discuss on this e…
 
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on? Read more and get additional financial resources here: https://wp.me/paeqsR-cs What we discuss on this episode: 1:02 - The economy is made up of several components. 4:32 - Fund your Roth 401(k). 6:02 - Is cash value l…
 
Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't really face when saving for retirement. Are you 100% sure you have plans in place for dealing with market volatility, tax management, health and possible l…
 
In today's episode, we discuss what long term care is, how often people need it, the average premium costs, the average expenses for different types of care, and what to look for in a long term care policy. And before you make any big retirement decisions, download my free book 65 Questions to Ask and Answer Before you Retire to get yourself on the…
 
Longtime Keen on Retirement listeners might remember a running gag where Matt Wilson and I would joke with our co-host, Steve Sanduski, about all the bitcoin we suspected he was hoarding. At the time, bitcoin had just emerged from one of its periodic freefalls and was starting to seep back into the general public’s awareness. And then, in 2018-2019…
 
Healthcare and Long Term Care are not fun to think about when discussing your fun retirement plans. However, healthcare is often overlooked and many times is the biggest retirement expense. Damon and Matt detail the importance of having a healthcare plan in your retirement portfolio. For more information on Acute Wealth Advisors or to schedule a co…
 
This month on the Retirement Answer Man show, we are tackling your listener questions. Although we don't have a monthly theme like we usually do, I am also sharing my random thoughts from the retirement scene. If you miss the monthly theme, you can look forward to July and August. In July we’ll be discussing your withdrawal strategy for retirement …
 
Today, guest host Jeremy Schneider takes a deep dive into the COVID-19 stock market crash of 2020. Specifically, he's talking about: What the trading circuit breaker is and why it exists How the length and severity of the COVID crash stacks up to other historical catastrophic events What retirement investors should consider going forward when revie…
 
If you are a fan of money-related podcasts or video blogs, you may know of this week’s guest already – it’s none other than Pete Matthew. From flipping burgers in McDonalds to becoming Managing Director of Jackson’s Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera. Knowing that the w…
 
We all have that inner voice in our heads. In his book Chatter, psychologist Ethan Kross shares insights from his research lab at the University of Michigan on how our self-talk impacts our lives, our attitudes, our health, and our relationships. Chatter includes a range of valuable tools we can use to control our inner critic and tap into our “inn…
 
In this episode of Women's Retirement Radio, I was joined by Lei Redding of Redding Private Client, a company she started to deliver a boutique, client-focused solution to address the personal insurance needs of high net worth individuals and families. In our conversation, we discuss Lei's background and why she's so passionate about her work. And …
 
Are you within 5 years of filing for social security? Learn 4 social security surprises that could leave you with a fraction of your benefits … on Retirement Solutions Radio show.Air Date: 6/5/21על ידי B.O.S.S. Retirement Solutions
 
During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.על ידי Brock Alspaugh
 
If you do a quick Google search for "how to select your 401k investments?" You get a mind-numbing amount of results. Since nobody ever goes to Page 2 of Google, I decide to review page one's results and summarize the similar ideas in all the articles. The overwhelm factors came back to three recurring themes, Risk, Fees, and Time Horizon. All three…
 
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/על ידי Ryan Ledden
 
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. What we discuss on this episode: 0:42 - Setting up today's discussion 1:06 - Importance of periodic check-ups 3:30 - Sometimes you need a prescription 4:58 - Specialties 10:33 - Get a second opinion Contact: If you have any que…
 
On today’s episode we are going to discuss the importance of understanding your tax return and how it can contribute to building more wealth. We all know that taxes are a reality and that they can be confusing! Hopefully we can help improve your understanding on the subject and provide a great tool to help you understand your specific return better…
 
It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website…
 
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it's important that we take a step back and look at what's actually going on to see if it should be a top concern. Show Notes: Retirement Rescue T…
 
Do you have your money in all three worlds of money? We talk about all three, as well as their pros and cons in order for you to strike the right balance for your financial plan. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-6-the-three-worlds-of-money/ What we discuss on this episode: 1:01 - What ar…
 
Have you ever been speaking with a financial professional and felt like they were speaking in code? Today we’ll look at a few examples of what you might hear someone say and break the code by telling you what they really meant. Read more and get additional financial resources here: https://pffirm.com/2021/06/what-you-really-meant-to-say-was/ What w…
 
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contac…
 
On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about a question that has come up a lot lately: What are you going to retire to? Read more and get additional financial resources here: https://wp.me/paeENs-bP What we discuss on this episode: 1:36 – What you are going to retire to? 6:17 – Struggling with retiremen…
 
On this episode, Miguel Gonzalez shares 5 factors that can impact your retirement. Although it’s hard to know what will happen in the future to you or your investments, these are the main things that should be addressed in your retirement portfolio.על ידי Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
 
In simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing it to a charity. In this episode, The Retirement Solution’s associate planner, Shane Perry sheds some light on all things charitable RMDs and gifting to help you understand its different financial components before you …
 
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life savings because they are no longer getting a paycheck. So I specialize in managing their investments to provide an income that is predictable, consistent, safe and can even increase every year, no matt…
 
Bo Goebel joined the show to discuss his story about getting into real estate investing in general, and his decision to focus on multifamily. It was a great conversation covering his background, pivoting in the last year, the importance of communication with all parties, and much more. A bit about Bo: Bo is the Managing Member of Riverside Investme…
 
On this week’s episode of The Secure Retirement Podcast, April Schoen talks about the importance of tax diversification in retirement. April discusses the three different types of retirement investments, offering examples of each type of account, how you can contribute to them, and their tax implications. Listen as she explains: Tax-deferred accoun…
 
David Morse, Partner, K&L Gates, provides an overview of how ERISA and the tax code apply to IRAs, 401(k)s and MEPs and what it means for state-facilitated retirement savings programs. See recent CRI related paper.
 
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