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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.
 
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. ...
 
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 ...
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
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 ...
 
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.
 
Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, ...
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself. Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make. Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients und ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Retirement talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
 
Jeff Wendel is an Registered Financial Consultant who has a proven track record for delivering sophisticated financial solutions for his clients and teaching them how to navigate the world of personal finance. He believes in trust, honesty and treating his clients like family and wants to help you knock your retirement planning out of the ballpark. To get free access to The Benefits of Commercial Real Estate Without the Hassle of Ownership: An accredited Investor’s White Paper from the Wende ...
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
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.
 
Confident, healthy, informed and capable. That's what it means to be Money Chic. Join financial advisor and money coach Shari Rash each episode as she helps breakdown financial and retirement challenges facing today's women and their families. Shari will share insider secrets about women & money and show you ways to enhance your life, financial plans, your family's future, and make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory in Vienna, Virginia. Financial plannin ...
 
Welcome to Talking About Retirement, where we aim to redefine retirement with your host, Damon Sugden, wealth adviser and master of financial planning at Capital Partners Private Wealth. Damon’s driving ambition is to meaningfully help people gain a sense of certainty about being able to live their best life. Talking About Retirement explores a wide range of retirement and lifestyle topics from a holistic perspective. In this series, Damon is joined by David Andrew and Barry LaValley for eac ...
 
Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
 
Whether an entrepreneur or employee, we can all learn from the inspiring stories of other women who've gone before us. Our guests motivate listeners through their stories of success and learning despite fear. They have faced their fears, acted with courage, and their braveness rewarded. Need help making more money? Or investing it? Or saving for retirement? Or getting out of debt? Or do you want to learn how to set up a second income stream, your own business on the side? Or maybe just learn ...
 
Did you know the biggest impediment to retiring on time is overpaying for college? Join us each episode as financial planner Bill Mullen breaks down critical college funding conversations to reveal how you can minimize this retirement barrier. You'll learn things like: - How much colleges think your family can afford - Whether or not you'll qualify for grants or scholarships - How much you can expect to pay out of pocket We'll help you identify the answers you need to get the most free money ...
 
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show series
 
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 you plan around them? Utilizing the right navigation system- how an experienced attorney acts like a personal GPS. What are some guardrails …
 
On this week's episode of Retirement You Radio, Brian Quaranta discusses market volatility, the three buckets of retirement, and how to invest for retirement with cryptocurrency.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviserעל ידי Brian Quaranta
 
Our financial plans can have many gaps. Sometimes financial gaps can be uncomfortable to speak about like having to plan for long term care. Or perhaps you are thinking of retiring early but you may not be eligible to receive Social Security or Medicare just yet. In either case, addressing these gaps before they occur will be the best way to keep y…
 
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375על ידי Anthony Aulffo
 
What misconceptions do you hold about retirement planning? To have an active retirement plan, you need to have the right financial advisor to manage your investment. It is important to settle down with an advisor you’re comfortable with, and that aligns with your philosophy. To debunk these misconceptions, you have to do your research and ask the r…
 
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 …
 
Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a successful retirement. On this episode of the Dentist Money™ Show, Ryan and Matt list seven mistakes that prevent you from having enough at retirement. Your practice is thriving and the retirement road looks smooth—unless a …
 
Are you worried about the idea of a layoff happening to you? Whether you’re close to retirement or know someone at risk of getting laid off, this guide is for you. Covid has made layoffs quite common with everyone but especially with people who are almost at the retirement age. Layoffs can be very stressful but with the right information, you can n…
 
The average interest rate for savings accounts is 0.06%. National home prices just reported their highest one-year gain in history. The U.S. stock market is up ~700% since March 2009. When everything seems risky and overbought, what do retirement savers do? How do you earn a healthy 7-8% return over the next 10-20 years? I break it all down in this…
 
President Biden is pushing for trillions more in spending and his supporters in Congress are considering several options to pay for this spending plan. One option is a "death tax" where your family would pay a tax for what they inherit from you after you die. Damon Roberts details some steps to protect your family from Uncle Sam when you are gone. …
 
The annual Social Security beneficiary report was recently released and just like every other year that they release it, it has caused people to worry about their future. Social Security is a crucial, foundational element of most retirement income plans, so when you read headlines that it will run out soon how should you react? Should you go about …
 
Do you have plans to set up a special needs trust for your child or a loved one? A special needs trust is a special type of trust set up to still take care of a person with healthcare needs without disqualifying them from other benefits. This trust which is sometimes referred to as a supplemental needs trust is set up by a third party to supplement…
 
On September 13th, the House Ways & Means Committee released long anticipated draft legislation which could lead to major tax changes effective January 1, 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the key areas of interest so that you can plan ahead with your clients in the event these proposals becom…
 
When considering all of your options for investing in retirement, you’ll likely have to consider what type of tax diversification you want to explore. A big debate comes into play when you’re looking at the benefits of a Traditional IRA vs. Roth IRA. In this episode, we’re discussing the limits of tax diversification options with investing in Tradi…
 
There's certainly not a lack of financial information in today's world! Ways to acquire financial knowledge include any number of learning experiences. This week we delve into this topic and look to help our listeners find personal insights and perhaps discover additional ways to learn new financial lessons. Glenn is available for in person and Zoo…
 
Today, we’re answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We’ll also answer your questions about 401(k) investments and long-term care. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-37-mailbag-social-security-401k-investments-and-long-term-…
 
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later. For more information on Acute W…
 
Have you asked questions about payment to that financial advisor you’re considering hiring? When it comes to hiring a new financial advisor, it is important to ask and understand how they’re getting paid. Whether they’re getting paid through commission or fees, they should disclose that information with ease. It’s always good to know the type of fe…
 
Do you settle for OK rather than rock the boat and make the hard decisions that could change your life? An easier course of action may seem painless in the short term, but hard choices lead to an easy life, whilst easy choices on the other hand... But what if you weren’t afraid? Or despite the fact that you were afraid, you knew that you could hand…
 
Today I'm sharing the hot off the press results of the annual "Mind the Gap" study. Once again, over the last 10 years, investors earned ~2% per year less than the funds they invested in. (Hint: It's not because of fees or taxes.) If you want to learn... Why this return gap exists What asset classes are most at risk And how you can improve your ret…
 
Damon Roberts sat down with BCS National Champion, All-American, NFL Rookie of the Year and 2x Pro Bowler Vince Young. They discuss trusting strangers with your money, which coach was the most influential and advice he gives young players. For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretir…
 
Have you been feeling the pull to retire? This feeling isn’t constrained to those nearing retirement age; many people have been feeling the desire to quit their jobs lately. So many workers are considering a job change that this wave of people has begun what is called “The Great Resignation.” I read about this phenomenon on The Guardian website in …
 
Have you heard of the pickleball sport? It’s a sport that you might find interesting if you’re getting close to or are already in retirement. Pickleball with its low entry cost and easy accessibility into the community is the perfect sport for your retirement plan. The sport has many social and health benefits, which include weight loss, and is inc…
 
This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it’s important that you establish a plan before taxes (potentially) go up in 2026. To access additional informatio…
 
WHERE'S MY FIRE EXTINGUISHER?!! Are you prepared for the “unexpected” or the “inevitable”? This week we discuss a number of “Things That Don't Matter . . . Until They Do”. As you listen in, think about your personal situation and evaluate whether or not you're prepared or not. If not, what's you plan to get prepared? Glenn is available for in perso…
 
Are you planning for the proposed capital gains tax changes that are potentially coming in 2022? These tax changes may not take effect until next year, but they will be retroactive and could impact your current holdings. In this episode, we’re exploring the proposed tax plan and changes under the Biden administration, who it affects, and how to kno…
 
CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Reina Schlager, CPA/PFS, takes you through a summary of her 6-part series so that you can protect your clients financially and ensure a smooth transition of care. She covers: Does an 18-year-old need a durable POA? Client experience…
 
As the economy rebounds, the question remains, “What about inflation?” According to Joel Naroff, Chief Economist at Naroff Economics, LLC, “We are transitioning to a higher period of inflation and interest rates than we’ve had over the last 20 years.” This transition is projected to last longer than expected with hiring challenges, supply-chain bot…
 
What better way to celebrate our new and improved studio than to have familiar guests join us! The Bill Marsh Brothers (Jamie, Bill Jr. and Mike) are LIVE and in person with us today. They are going to share some of the most difficult times they have faced in the last year-and-a-half, along with surprising victories. Their family-owned automobile b…
 
We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for…
 
What has been your favorite episode? Find out if it was one of our top downloaded podcasts. In our first 299 shows, we’ve covered investing, debt, spending, taxes, and more. On this episode, Ryan and Matt look back at listener favorites and discuss why the topics of those top five shows still resonate with dentists.…
 
We spend years, decades even, building our legacies—our family’s success, our businesses, our wealth. Yet we wait until the last hour to plan for the biggest moments in our life. Don’t begin with finding an answer. Let us help you take the time to find YOUR answer!על ידי Angela Robinson
 
As you transition into retirement, your monthly spending changes significantly, especially your discretionary expenses. So, how do you account for your expenses and ensure they are taken care of? In this episode, Matt helps you figure out your basic retirement expenses so you can become financially confident in your spending habits and live your dr…
 
There are things we want and things we need. When you get to retirement, is it time to focus less on the things you want and more on the things you need? Matt details how you can continue to live the life you are accustomed to without cutting back in retirement. Plus, with the return of football how do you tailgate? Are you a park and walk in to th…
 
You may not be going through the situation of losing a spouse, but it is always wise to stay prepared. We understand how the situation can be and that is why we have prepared this episode as a resource for you when that time arrives. In this episode of the Secure Your Retirement podcast, we talk about the different things you should think about whe…
 
Have you (like me) cried, ‘Enough Now!’ at the seemingly constant onslaught of hard and heavy things that life has been throwing at you? Then it may be time to change the season in your life. As the bleakness of winter melts into an ever-hopeful spring, there are some things you need to KNOW, to SENSE, and to DO if you want to make the transition o…
 
Today I’m talking about Required Minimum Distributions (RMDs). Specifically, I'm sharing: How RMD withdrawal rates can creep up to 12% Why they can cause you to overpay the IRS How to use an RMD-based approach to create retirement income When RMDs can put you at risk of over withdrawing What you can do to reduce your RMD tax bill If you want to get…
 
Just in time for the return of football, Matt Deaton had the chance to talk with NFL legend Michael Irvin. They discuss getting motivated, advice for rookies and how trust plays a major factor in both sports and finance. For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com…
 
In retirement, you have all the time in the world, but are you using your time wisely? I recently read an op-ed article from CNBC about the power of delegation and it got me thinking about the way we spend our time. On this episode of Retirement Starts today, we’ll explore that op-ed article, I'll share what I learned about inherited IRAs this week…
 
Have you considered real estate as one of the ways to build wealth as part of your retirement plan? Real estate can be a huge return on investment when you take the time to understand the market and learn from other investors’ mistakes. Research is showing that the current unique state of the economy is proving to be a very conducive time to invest…
 
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 your own plan. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career. Finally,…
 
You have a variety of opportunities to consider when planning for retirement. What if someone were to ask you to pick between guaranteed income or annuities? Which would you choose? In a psychological study conducted by Morning Star, surveyors asked participants a series of questions to understand the impact that psychology and perception has on th…
 
You've spent a lifetime saving for retirement . . . now what? What do you want your money to do for you and your loved ones? It's not one size fits all when it comes to retirement and so this week we discuss a variety of retirement lifestyles. Listen in on our conversation and ask yourself . . . WHAT REALLY MATTERS to you? Glenn is available for in…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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