הפודקאסטים הטובים ביותר ב-Retirement Planning (2023)

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?" 16:26

8h ago16:26

16:26

In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-tra…

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Green Cards To Greenbacks- Retirement Planning

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Value vs. Growth Stocks: Which Is Better For Retirement Investing? 15:07

4d ago15:07

15:07

Join Nestor Vargas, certified financial planner and host of the Green Cards to Greenbacks podcast, as he explores the ultimate retirement investing dilemma: value investing versus growth investing. Discover the key differences between these strategies and why a mix of both may be the best approach for a secure retirement. In this episode, you will …

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Retirement Planning Education, with Andy Panko

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#076 - What exactly is "Financial Planning?" 34:57

5d ago34:57

34:57

Explanation of what financial planning is (and isn't) Links in this episode: www.adviceonlynetwork.com www.napfa.org www.feeonlynetwork.com www.garrettplanningnetwork.com www.xyplanningnetwork.com Retirement Planning Education podcast episode #015 - What do all of the letters mean after financial advisors' names Retirement Planning Education podcas…

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Your Retirement Planning Simplified

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EP #40: Jane Robertson: Fighting Tax Inequity for Single Seniors 34:08

12d ago34:08

34:08

In this episode, Jane Robertson, founder of Single Seniors for Tax Fairness, shares her personal journey and the challenges faced by herself and other single seniors in retirement. She explains that single seniors make up 39% of all seniors, but they are penalized by the tax system for not having a partner. Read the full show notes and find more in…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well 15:24

3d ago15:24

15:24

In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduc…

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Green Cards To Greenbacks- Retirement Planning

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Why Traditional Investment Rules May Cost You in Retirement 11:53

11d ago11:53

11:53

Are you following the age-old rule of becoming more conservative with your investments as you get older? What if there's a different approach that defies the norm? Join Nestor Vargas, a certified financial planner, as he challenges traditional investing principles and introduces a strategy that empowers you to pave your own path, regardless of age.…

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Retirement Planning Education, with Andy Panko

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#075 - Qualified Charitable Distributions ("QCDs") 33:45

12d ago33:45

33:45

Explanation of what Qualified Charitable Distributions ("QCDs") are and why they're the most tax-efficient way to donate cash Links in this episode: Retirement Planning Education podcast episode #051 - Introductory overview of the federal income tax system Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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To Roth Conversion or To NOT Roth Conversion.. 17:12

14d ago17:12

17:12

In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom S…

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Green Cards To Greenbacks- Retirement Planning

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Retirement Resilience: Overcoming Financial Crises and Government Shutdowns 14:40

18d ago14:40

14:40

What happens when your retirement security is threatened by unexpected events like bank failures or government shutdowns? Join Nestor Vargas, your Latino moneyman, as he discusses the impact on retirement life and shares a strategy to manage risk. But as he reminds us, the market has been resilient before, so what's the worst that could happen? Fin…

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Retirement Planning Education, with Andy Panko

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#074 - How to break up with your financial advisor 41:12

19d ago41:12

41:12

Explanation of the process for how to part ways with your financial advisor Links in this episode: Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Retirement Planning Education website - www.RetirementPlanningEducation.com…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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3 Habits To Avoid When Considering An Early Retirement 11:26

21d ago11:26

11:26

In today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To …

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Green Cards To Greenbacks- Retirement Planning

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The Truth About Long-Term Care: Planning for a Secure Retirement 17:28

25d ago17:28

17:28

Are you tired of feeling uncertain about your retirement and worried about the costs of long-term care? Have you been told that simply saving enough money will be enough to cover these expenses? If so, you're not alone. But here's the truth: relying solely on your savings may prove to be disastrous for your retirement plan. It's time to take contro…

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Your Retirement Planning Simplified

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EP #39: Retiring with Purpose 15:58

26d ago15:58

15:58

A compelling sense of purpose accompanies a fulfilling life. Often, we derive that sense of purpose from our work. It can be a struggle to replace that compelling sense of purpose in retirement. However, uncovering a new purpose during retirement can be freeing and give you a renewed sense of joy and fulfillment. Read the full show notes and find m…

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Retirement Planning Education, with Andy Panko

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#073 - What does it actually mean to be a "fiduciary," and does it matter? 46:04

26d ago46:04

46:04

Explanation of what it means to be a fiduciary and why that term has become a marketing buzzword Links in this episode: Boomer Benefits website - https://www.BoomerBenefits.com FINRA BrokerCheck - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement P…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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5 Misconceptions About Retiring Early To Please AVOID 18:56

28d ago18:56

18:56

In today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create…

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Your Retirement Planning Simplified

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Fireside Financial Ep. 1: How to be a Successful Retiree 18:04

29d ago18:04

18:04

In the realm of retirement planning, successful retirees exhibit specific characteristics that contribute to their financial stability. One key factor is good money management habits, including diligent saving from an early age, which allows funds to compound and grow over time. Equally important is living within one's means and prioritizing moneta…

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Green Cards To Greenbacks- Retirement Planning

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Mastering Retirement Projections: Explore the Power of Monte Carlo Simulations 19:58

1M ago19:58

19:58

In this episode of Green Cards to Greenbacks, Nestor explores the power of Monte Carlo simulations and reveals the most effective and accurate approach to retirement planning, calling out a troubling error in the commonly-used method. In this episode, you will be able to: Uncover the essential role Monte Carlo simulations play in crafting a secure …

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Retirement Planning Education, with Andy Panko

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#072 - The benefit of "step up in basis" 31:46

1M ago31:46

31:46

Explanation of "step up in basis" and how it can make unrealized taxable gains magically disappear when leaving property to heirs Links in this episode: Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903 Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Plan…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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Should You Self-Insure or Buy Long-Term Care Insurance? 13:13

1M ago13:13

13:13

In today's episode of the Early Retirement Podcast, Ari discusses whether you should self-insure or buy Long-Term Care Insurance. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create You…

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Your Retirement Planning Simplified

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EP #38: Do I Need Life Insurance in Retirement? 18:56

1M ago18:56

18:56

In this episode Joe and Lindsay examine the nuances of life insurance inretirement.Do we really needit, or is it just another added cost? Read the full show notes and find more information here: https://matthewsandassociates.ca/38על ידי Joseph Curry, B.Sc., CFP, CHS

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Retirement Planning Education, with Andy Panko

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#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence 35:19

1M ago35:19

35:19

Summary of the "Section 121" exclusion of up to $500k of gain on selling your primary residence Links in this episode: Boomer Benefits website - https://www.BoomerBenefits.com IRS Publication 523 - here My podcast about the Net Investment Income Tax - here Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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How To Invest Your "Bridge" Account To Retire Early Like A Pro 15:03

1M ago15:03

15:03

In today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To Retire E…

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Green Cards To Greenbacks- Retirement Planning

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New Direction Of Podcast & Season 2 wrap up. 6:25

1M ago6:25

6:25

Here is a quick update on where the podcast is heading and what I have been up to. Spoiler alert, this podcast will become a podcast focused on retirement planning topics. 🚨Text DINERO to 55444 For Special Content🚨 Want to be on the show? Contact me here https://greenmountainplanning.activehosted.com/f/3 Join our private Facebook group by clicking …

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Retirement Planning Education, with Andy Panko

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#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE! 33:01

2M ago33:01

33:01

Listener Q&A where Andy talks about: Whether or not to reinvest dividends when in retirement Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working How to amend a tax return…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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5 Strategies To Reduce Required Minimum Distributions 24:50

2M ago24:50

24:50

In today's episode of the Early Retirement Podcast, Ari discusses 5 strategies to reduce Required Minimum Distributions (RMDs). Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your …

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Your Retirement Planning Simplified

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EP #37: Have an Awe-Inspired Retirement with Joseph Curry, Caleb Miller and Riley Anderson from “Awe - Inspired and Retired” 53:36

2M ago53:36

53:36

In this episode, you will learn how to maximize your retirement savings and reach your financial goals faster through innovative retirement planning. This is a great episode to start learning about all the ins and outs of retirement income planning. Read the full show notes and find more information here: https://matthewsandassociates.ca/37…

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Retirement Planning Education, with Andy Panko

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#069 - Highlights of the 2023 Social Security Trustees Report 31:35

2M ago31:35

31:35

Summary of the key takeaways from the 2023 Social Security Trustees Report Links in this episode: Boomer Benefits website - https://www.BoomerBenefits.com SSA press release about the 2023 Trustees report, with link to the full report - https://www.ssa.gov/news/press/releases/2023/#3-2023-3 Facebook group - Retirement Planning Education (formerly Ta…

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Retirement Planning Made Easy

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#13: The Right Reasons To Hire A Financial Advisor 24:41

2M ago24:41

24:41

Visit: www.RetirementPlanningMadeEasy.com to download a free copy of The Essential Step By Step Retirement Guide.

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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How To Make Sure Your Money Is Safe 15:33

2M ago15:33

15:33

In today's episode of the Early Retirement Podcast, Ari discusses how much money is safe. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Fre…

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Retirement Planning Education, with Andy Panko

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#068 - What happens to my investments if my broker goes under? 27:52

2M ago27:52

27:52

Explanation of what happens to investments when a broker fails, and why that is a very different (and generally better) scenario for clients than a bank failing Links in this episode: Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903 Schwab's CEO, Walt Bettinger, on CNBC - https://www.aboutschwab.com/walt-betting…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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How Much Money Is Needed To Retire Early? 19:07

2M ago19:07

19:07

In today's episode of the Early Retirement Podcast, Ari discusses how much money is needed in order to retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Stra…

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Your Retirement Planning Simplified

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Ep #36: Retiring Single 14:57

2M ago14:57

14:57

There isn’t a wealth of information on how to retire as a single person.However, it’snot uncommon to enter retirementon your ownfor a variety of reasons.The reality is that single people don’t have as many planning options as couples, but there are some options. Read the full show notes and find more information here: https://matthewsandassociates.…

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Retirement Planning Education, with Andy Panko

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#067 - Why are banks failing and should we be concerned about more failures? 42:09

2M ago42:09

42:09

Discussion of the basics of the U.S.'s monetary and banking systems, and why there have recently been multiple bank failures. And, should we be concerned about the broader banking system and more failures going forward? Links in this episode: Boomer Benefits website - https://www.BoomerBenefits.com FDIC Electronic Deposit Insurance Estimator ("EDIE…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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Should I Pay Off My Mortgage Early or Invest? 15:19

2M ago15:19

15:19

In today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Cust…

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Green Cards To Greenbacks- Retirement Planning

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From Lawyer to Travel Writer: Jen Ruiz's Journey to Monetizing Creative Skills 24:33

2M ago24:33

24:33

After years of practicing law but not feeling fulfilled, Jen Ruiz found a creative outlet in travel writing, leading to an unexpected full-time career. "When I was sitting in my office, I guess a cozy enough office, but just surrounded by degrees and doing the same kind of thing, I didn't really feel invigorated by the perfection. And even in my wo…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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EXTRA Episode - 10 Minutes for the Next 50 Years Of Retirement (Story) 10:22

2M ago10:22

10:22

100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Stra…

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Retirement Planning Education, with Andy Panko

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#066 - Common tax forms retirees get at tax return time 40:38

3M ago40:38

40:38

Summary of the various tax forms retirees are likely to receive at tax return time. Discusses 1099s, 5498's, 1095's and more! Links in this episode: Boomer Benefits Facebook group - https://www.facebook.com/groups/BoomerBenefits Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Educa…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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3 Tips On Perspective When Investing To Retire Early 17:14

3M ago17:14

17:14

In today's episode of the Early Retirement Podcast, Ari discusses how to view investing after a terrible year in the market. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Cus…

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Green Cards To Greenbacks- Retirement Planning

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How Undocumented Immigrants Can Invest & Start a Business: Maribel 24:42

3M ago24:42

24:42

In episode 24, we discuss ways undocumented Latinos can invest and creates business in the United States. Maribel, a first gen Latina who grew up in an undocumented household in the United States, strives to build financial security for herself and her community through investment and financial literacy, despite the seemingly impossible challenge o…

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Your Retirement Planning Simplified

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EP #35: The Phenomenon of Unretirement 14:08

3M ago14:08

14:08

Unretirement is the phenomenon of people returning to work after retiring fromtheir careersor jobs. It’s a trend that’s becoming increasingly common.This mightmeanreturning to a former job, starting a new career or business, workingpart-time, or taking on consulting or freelance work. People are living longer, healthierlives. Thismeans that someret…

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Retirement Planning Education, with Andy Panko

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#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2) 36:28

3M ago36:28

36:28

Part 2 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from December 2020) Links in this episode: Devin's YouTube channel - https://www.youtube.com/@DevinCarroll Devin's blog - https://www.socialsecurityintelligence.com/ Devin's Facebook group - https://www.fa…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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How To Create The Perfect Asset Allocation 15:10

3M ago15:10

15:10

In today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To…

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Retirement Planning Made Easy

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12: Your Biggest Assets You Need To Pay More Attention To 25:54

3M ago25:54

25:54

To get your free Retirement Guide, visit: www.RetirementPlanningMadeEasy.comעל ידי Christopher Hammond

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Green Cards To Greenbacks- Retirement Planning

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Tax Returns 101: Demystifying the Complexities with Sonia Castelan 44:07

3M ago44:07

44:07

In episode 23 we demystify the complexities of a tax return with Sonia Castelan "Without those necessities I needed, I wouldn't be here right now. I wouldn't be here, you guys. I wouldn't be here having to speak about taxes." Sonia Castelan is a first-gen Latinx tax professional with over 8 years of corporate experience. She helps the Latinx commun…

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Retirement Planning Education, with Andy Panko

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#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2) 39:30

3M ago39:30

39:30

Part 1 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from December 2020) Links in this episode: Devin's YouTube channel - https://www.youtube.com/@DevinCarroll Devin's blog - https://www.socialsecurityintelligence.com/ Devin's Facebook group - https://www.fa…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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How To Plan When There Is A Significant Age Gap Between Spouses 21:35

3M ago21:35

21:35

In today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). ->…

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Green Cards To Greenbacks- Retirement Planning

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Tax-Smart Investing: Reducing Your Tax Bill & Improving Your Portfolio 15:48

3M ago15:48

15:48

In this episode of The Green Cards To Greenbacks podcast, Nestor Vargas, the Latino Money Man and certified financial planner, takes listeners on a journey to uncover investment strategies and techniques to reduce their tax bill, improve their portfolio, and ultimately, make those greenbacks. Here's what I cover: 1. Uncovering strategies to reduce …

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Your Retirement Planning Simplified

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Ep #34: Retirement for Business Owners with Bob Gauvreau 30:00

3M ago30:00

30:00

Retirement planning for business ownersmeans creating and telling a good storyforthe sale of theircompany.Transitioning intothe sale ofacompany and intoretirementalsomeanshaving a great long-term plan.In this episode, BobGauvreau,founder,and CEO of Gauvreau Accounting Tax Law Advisory, joinsus tolendushis wealth of knowledge on retirement planning …

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Retirement Planning Education, with Andy Panko

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#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE! 47:12

3M ago47:12

47:12

Listener Q&A where Andy talks about: When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed How changes in interest rates and inflation impact Social Security benefits Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006 The difference in income taxation between revocable and i…

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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5 Tips From My Wealthiest Clients On How They Retired Early 19:29

3M ago19:29

19:29

In today's episode of the Early Retirement Podcast, Ari discusses the 5 tips his wealthiest clients implemented to retire. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custo…

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