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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Retire Smarter
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on th ...
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Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
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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 ...
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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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.
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Podcast by B.O.S.S. Retirement Solutions
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
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Podcast by Retirement Lifestyle Advocates
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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This is a personal journal podcast for adults.
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Renovating Retirement With Charlie Jewett
Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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A Podcast about retiring early, moving abroad, and living what we coined a "Better Second Half of Life." After working hard for over 25 years and raising our family, we retired early at age 50, we sold everything, and moved abroad from North America to begin our "Second Half of Life." We make our base on the beautiful island of Madeira, Portugal. As a healthy and fit, long-married couple who retired at 50 and moved abroad, we talk about all things retirement - from finances, new friends, ret ...
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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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You only retire once, so retire right. Brought to you by the podcast, 'this is money'. Look for the little m at the top of the cover art. You may also enjoy the podcast, 'Financially Fierce'. Hosted on Acast. See acast.com/privacy for more information.
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Have you ever thought how cool it would be to eavesdrop on the FBI? On FBI Retired Case File Review, host Jerri Williams, a retired agent herself, is on a mission to show you who the FBI is and what the FBI does by interviewing her former Bureau colleagues who share personal stories about the Bureau's most intriguing and high-profile cases, as well as many you've never heard of. Listen in on their conversations and experience what it’s like to hunt down a serial killer or terrorist, catch a ...
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
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Podcast by Mark Falter
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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An old show of two friends who occasionally review stuff I guess
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Where Do Gays Retire is a podcast where we help you in the LGBTQ+ community find a safe and affordable retirement destination. Join Mark Goldstein as he interviews others who live in gay-friendly places around the globe. Learn about the climate, cost of living, the LGBTQ + community, healthcare, crime and safety, and more.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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We’re gonna be talking regulatory issues. Best practices. Investing strategies. All of it. About what it all means and, more important, what it means to you.
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It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person’s life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person’s life. So, don’t retire; become Repurposed.
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Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Since 2019, I've been serving clients as a Ramsey SmartVestor Pro and Preferred Coach. I specialize in retirement income planning for people who want to retire today. You'll hear the questions I get every day from clients and how I help them take action. And no worries: Dave-ish listeners are welcome!
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Average rate of return has very little impact on retirement income planning. Yet, financial advisors and financial entertainers like Dave Ramsey often reference average rate of return as part of a retirement conversation. In fact, average rate of return has no place in a maximum retirement income plan. How to make your retirement income last? In th…
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Graham and his wife are in their early 50s and plan to retire in 5 years. He wonders if they should continue maxing out their 401ks, how their investments should change, and what they should do with savings accounts to best prepare for their retirement goals. James addresses these questions, Graham’s biggest risk as he nears retirement, and potenti…
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Last week, the Social Security Administration announced a rule change to a program called Supplemental Security Income, which will make approx 35M more Americans eligible to receive SSI benefits ($943/mo per eligible individual) from the federal government. In the video I go through the rule change via a CNBC article (linked below)Show Links:https:…
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There are a lot of variables to consider in planning for retirement. A big one is longevity. We don’t know how long we’ll live, but we should plan for a long life. But there’s more to consider than just our lifespan. Rejoining us is Maddy Dychtwald, co-founder of Age Wave, to discuss her new book Ageless Aging: A Woman’s Guide to Increasing Healths…
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Retirement has five distinct phases and each of them have their own unique challenges and opportunities. Understanding these distinct phases is importantf or anyone who is approaching retirement or has retired within the past year or two. If you know what to expect on the road ahead, it should lead to a much smoother and more fulfilling transition …
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There are two ways you can ruin your retirement: running out of money and dying with regret. If you are listening to this podcast, chances are, you’ve been a diligent saver and probably aren’t in danger of the first one. That’s why, today, we’re exploring an article from the White Coat Investor on ways to spend more money. Don’t risk ending your da…
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212b how to avoid financial scams online
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Financial scams are far too common in Australia and it's easy to fall victim to one. Today's guest, Tracy Hall had over $300,000 in life savings stolen by her partner, she had no ideal he was a serial con-man. In today's episode Tracy shares some of the ways to spot a financial, targeting or romantic scam and how to protect yourself. To hear more o…
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Karl Denninger joins your host Dennis Tubbergen on this week’s Retirement Lifestyle Advocates radio show. Denninger expressed skepticism about the recent healthy jobs report, noting that many of the jobs added were in healthcare and government, sectors that add cost to living but not necessarily betterment. He also pointed out that employment in se…
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"Individuals who have a strong sense of meaning and purpose generally have better health, recover quicker from illnesses, and typically live longer". This is a quote from one of the many health newsletters we receive. It is a publication from the Wellness Council of America.توسط Del Lowery
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Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
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Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (…
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It's always a good idea to get a “Wellness Checkup” for health and other aspects of life – finances included. On this episode we delve into a variety of financial topics and explore ways to examine “Financial Wellness”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply …
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Summary In this episode, Kyle and Kolin discuss steps three and four of a tax-efficient retirement plan. Step three focuses on understanding the order of withdrawals, which involves categorizing money by tax impact and developing a withdrawal strategy. The goals of a withdrawal strategy include maximizing retirement spending, minimizing taxes, enha…
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Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what’s most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple. In this episode, we discuss: How to understand wh…
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We check in with fiduciary advisor Andrew Katz-Moses CFP® five years after the big move to full time advisor. Katz-Moses Financial 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing prese…
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In this episode of the Retirement Ready Podcast, Eric guides us through the critical yet often overlooked details of beneficiary designations. Learn the simple yet vital steps to prevent beneficiary blunders that could lead to unnecessary headaches for your heirs. Eric calls these errors "low hanging fruit" because they're easy to fix yet can save …
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Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them? ➤ How do they affect an investor's return? ➤ Where do dividends fit in the portfolio construction proce…
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This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter:…
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
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Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. 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 reti…
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317: FBI Retired Case File Review Live! in Philadelphia
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FBI Retired Case File Review Live! was held on April 28 at the Punch Line comedy club in Philadelphia. This episode is the audio recorded during the live event. My on stage guests included retired agent Scott Duffey and his partner retired ATF special agent Terrance Mortimer, who take us behind the scenes of an unbelievable investigation they inves…
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Interest rates, inflation forecasts, and long-term market trends were just a few of the topics Matt Wilson, CFP® covered in our recent 2024 Q2 Market Update Webinar, "Gain Insights on the Economy & Markets." The follow-up questions we tackle on today’s show are largely geared toward folks who are approaching the retirement transition with some unde…
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The Bible warns repeatedly about the luring effect of more - more wealth, more riches, more stuff. While accumulating assets or having a sizable nest egg isn’t wrong, the desire for more many times steers retirees off-course. In this podcast, Ben Taatjes will give you specific questions for you to answer so you don’t fall victim to the problem with…
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Stop Doing These Things in Retirement
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Let’s get back to basics—addition and subtraction two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help you come out ahead. Why am I talking about elementary math on a retirement podcast? Listen in to find out. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL…
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Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balan…
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In today's podcast episode I have the good fortune to interview Joe Hancock and Katie Warren who are with HighGround Advisors regarding Donor-Advised funds and charitable giving strategies. We cover a lot of the mechanics of donor advised funds such as how to set one up, how they work, fees associated with them and some of the tax benefits that com…
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You may not realize it …But filing for social security could be one of the most important financial decisions of your life.Because the difference between your best and worst case scenarios…Could literally be hundreds of thousands of dollars in lifetime income.Learn 5 common misconceptions about filing for social security… that could needlessly cost…
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Send us a Text Message. Beware Madeira - award winning yet potentially SO dangerous. We explore the dangers that go hand-in-hand with award-winning beauty and extreme landscapes in this retired couple's latest Vlog living abroad on the stunning island of Madeira, Portugal.توسط D & M
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With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right investment strategy for you? How can this help or hurt your progress towards retirement? You’ll hear the questions I ask people who are considering buyin…
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Retirement is a milestone that many of us look forward to, but it comes with its own set of uncertainties. How do we plan for a future when we don't know how long we'll live, what the stock market will do, or the political landscape that will shape tax laws? The latest episode of the Money Wisdom podcast addresses these questions head-on. Heath Gro…
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Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Visit us online: https://blackoakam.com/ Get in touch with the Black Oak team: https://blackoakam.com/contact-us/ …
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Albuquerque, New Mexico with Pamm Meyers
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pamm meyers pamm meyers is, storyteller, dynamic leader and advocate dedicated to fostering prosperity within the LGBTQIA community through business innovation and social advocacy. With a multifaceted background, pamm has become a trailblazer in various fields, leaving an indelible mark on New Mexico’s LGBTQIA and business communities. As CEO of Go…
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In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…
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📊 Join Tim Stearns, CFP® from TjStearns for insightful discussions on optimizing income during retirement. From investment insights to budgeting basics, we're here to guide you. Subscribe now for valuable strategies to secure your financial future. 💼 For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit our website at www.tjste…
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Financial well-being. Financial wellness. Financial security. Whatever you choose to call it, it defines a person’s financial stability, resiliency, control and choice in meeting short-termand long-term financial goals. With employees’ financial lives more complicated than ever, financial well-being benefits have become all the rage. What’s the rol…
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The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later this year? In Episode #28 of the Retirement Power Hour, Joe Allaria, CFP®, talks with Jake DeKinder, Head…
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We were both paid to come out of retirement to talk about this one (not even joking) so reluctantly here we are talking about the latest Alex Garland A24 film I guess. Spoilers throughout the entire thing if you even care.
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