…
continue reading
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 ...
…
continue reading
Podcast by Retirement Lifestyle Advocates
…
continue reading
Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
…
continue reading
Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
…
continue reading
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
Podcast by B.O.S.S. Retirement Solutions
…
continue reading
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 t ...
…
continue reading
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 ...
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
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.
…
continue reading
With over 2 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 ...
…
continue reading
Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
…
continue reading
Retire Smarter
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
The Retirement House Podcast is hosted by a group of six senior citizens that have become a viral sensation across social media. The group is made of working actors that never gave up on their dreams and became breakout stars in their 70s and 80s - through TikTok nonetheless. They’ve become a group of best friends full of life, laughs, and roasts. This is not an ordinary podcast, and this is not an ordinary group of seniors!
…
continue reading
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
…
continue reading
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.
…
continue reading
Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
…
continue reading
Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
…
continue reading
Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
…
continue reading
Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. 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 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
…
continue reading
When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
…
continue reading
... a holistic lifestyle to build & preserve wealth
…
continue reading
Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
…
continue reading
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
…
continue reading
Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
…
continue reading
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 ...
…
continue reading
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
…
continue reading
Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
…
continue reading
The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
…
continue reading
Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
…
continue reading
Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
…
continue reading
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
…
continue reading
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
…
continue reading
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
…
continue reading
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 ...
…
continue reading
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
…
continue reading
By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
…
continue reading
The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
…
continue reading
Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
…
continue reading
Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
…
continue reading
Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We’re talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we’ll be talking about is to highlight the ...
…
continue reading
Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
…
continue reading
Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement.
…
continue reading
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
…
continue reading

1
Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
31:19
31:19
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
31:19Chris flies solo for this long promised, very special, EDU episode where he describes our retirement planning philosophy and approach in just 30 minutes. The post Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508 appeared first on The Retirement and IRA Show.Oleh Jim Saulnier, CFP® & Chris Stein, CFP®
…
continue reading

1
Is Your Financial Judgement Impaired?
19:24
19:24
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
19:24On this episode, we draw some analogies from impaired and distracted driving to potentially similar compromised judgement when it comes to finances. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get o…
…
continue reading

1
Retire Now If you Answer "Yes" to These 5 Questions
10:14
10:14
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
10:14Retirement isn’t just about the numbers—it’s about time, health, and the life you want to live. Too many people delay retirement, chasing "one more bonus" or "one more year" without considering the bigger picture. In this video, we’ll walk through five key questions that can help you decide. If you answered yes to any of these, retirement might be …
…
continue reading

1
Tactical vs. Emotional Investment Strategies
17:54
17:54
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
17:54In this episode, John Blanchard discusses critical retirement strategies, focusing on the implications of inheriting an IRA, understanding market returns, and the importance of managing debt as one approaches retirement. He emphasizes the risks associated with market volatility and the need for tactical investment strategies over emotional decision…
…
continue reading

1
Don’t Hire the Wrong Financial Advisor
10:46
10:46
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
10:46Don’t Hire the Wrong Financial Advisor Hiring a financial advisor is one of the most important decisions you will make in the years leading up to retirement. And sometimes the person you find doesn’t work out in the long run. In this episode of Countdown to Retirement, Gregg MacInnis runs down possible red flags that you may have hired the wrong pe…
…
continue reading
This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss their experiences at the WM Phoenix Open, touching on the thrill and pressure of playing golf in front of a large crowd. They then transition into a critical discussion about hidden fees in retirement planning, emphasizing the importance of understanding what yo…
…
continue reading

1
Figuring Out What You'll Need Each Month in Retirement
6:47
6:47
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
6:47It can be overwhelming to figure out what you will need each month in retirement. Mike Riedmiller explains the process he uses with his clients to help them figure out all of their expenses and variables. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President o…
…
continue reading

1
The Magic Number for Retirement
18:36
18:36
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
18:36In this conversation, Kevin shares his journey into the financial services industry, emphasizing his passion for helping clients achieve their retirement goals. He discusses the importance of understanding retirement planning, addressing common concerns such as whether clients can afford to retire and how to avoid running out of money. Kevin highli…
…
continue reading
Join us as we explore Inside Out 2, the exciting sequel that takes us back inside Riley’s mind as she faces new emotions and challenges. With Pixar’s signature mix of heart, humor, and creativity, this film brings a fresh take on growing up. Whether you loved the first Inside Out or are just discovering Riley’s world, here’s our take on Inside Out …
…
continue reading

1
Our New Social Life – Natalie Kerr & Jaime Kurtz
33:42
33:42
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
33:42A lot will change once you retire and you may need build a new a social circle. Natalie Kerr and Jaime Kurtz join us to share research-backed strategies you can use to build and strengthen meaningful relationships from their new book Our New Social Life: Science-Backed Strategies for Creating Meaningful Connection. Natalie Kerr and Jaime Kurtz join…
…
continue reading

1
What Happens to Your Crypto When You Die? Estate Planning for Digital Assets
22:34
22:34
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
22:34Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there’s no customer service line to recover lost passwords, and without proper planning, your digital assets could be lost forever. If you’re thinking, "I love the Big Picture Retirement podcast!” pleas…
…
continue reading

1
102: Dr. Marc Faber on Inflation, Global Instability and the Risks of Tariffs & Trade Wars
38:52
38:52
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
38:52Economic uncertainty, inflation, global instability, and tariffs are heavily weighing on the minds of investors. Which begs the question: How will rising debt, geopolitical tensions, and new monetary policies shape the future? Here to help provide some answers to these challenging questions is Dr. Marc Faber. Dr. Faber is a legendary investor, econ…
…
continue reading

1
The 5 Pillars of a Fulfilling Retirement (That Nobody Talks About) with Dr. Daniel Crosby, Ep #388
27:27
27:27
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
27:27Click here to work with us! Most people plan for retirement by focusing on their finances—building up a nest egg, securing passive income, and minimizing taxes. But what if that’s only part of the equation? Many retirees find themselves financially secure yet feeling unexpectedly lost, disengaged, or even unhappy. The truth is, money alone doesn’t …
…
continue reading

1
Crypto Taxes: Yes, you need to care about this with Tyrone Ross
31:58
31:58
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
31:58In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more…
…
continue reading

1
Planning for Large IRAs - February 16, 2025
52:00
52:00
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
52:00Alan and Ashley Schneider discuss the needs of those with larger IRAs or 401Ks and how to craft a retirement plan that involves tax planning so you pay the lowest legal amount to Uncle Sam and keeping more of your nest egg in your own pocket.Oleh Alan Mercurio
…
continue reading

1
Comparative Advantage Market Forces 250215
25:21
25:21
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
25:21Episode 463: Ignore the contemporary arguments about free trade. There is no free trade. What there is, is government policies that attempt to distort market forces. Tariffs are in the news, but deregulation will trump Trump’s tariffs. In this episode we’ll discuss how market forces are defined by comparative advantage. And I’d encourage you to thi…
…
continue reading

1
034: Preserving and Optimizing Your 401K
52:00
52:00
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
52:00In this episode of the Own Your Retirement Show, Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, dive into the intricacies of retirement planning. They address common concerns like whether you can afford to retire, how to ensure your money lasts, and when the right time to retire might be. Listeners are treated to Josh's light-hear…
…
continue reading

1
The Scarcity Trap: How to Shift to a Prosperity Mindset in Retirement with Leisa Peterson
1:00:23
1:00:23
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
1:00:23Today I welcome Leisa Peterson to the show, Leisa is the author of The Mindful Millionaire in which she writes brilliantly about overcoming scarcity, experiencing true prosperity and creating the life you really want. Leisa is on a mission to help 1,000,000 people elevate their financial consciousness by realizing their true value and creating grea…
…
continue reading

1
Decoding Retirement Milestones: Age-Based Strategies for Financial Success
24:47
24:47
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
24:47This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones—from catch-up contributions to Social Security eligibility—can shape a well-structured financial future. • Age 50: Eligibility for catch-up contributions to retirement accounts …
…
continue reading

1
Financial Planning Conversations for Couples
13:13
13:13
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
13:13Financial advisors wear a lot of hats, but one role you probably didn’t expect us to play is a counselor or therapist. That happens more than you would imagine because we help couples communicate about money and have conversations that they might not normally have at home. This episode is focused specifically on the planning we do with couples with…
…
continue reading

1
Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (ep. 117)
46:31
46:31
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
46:31In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk explore whether 2025 is shaping up to be one of the best years to retire. With strong market performance, rising Social Security benefits, and the continued evolution of AI, this year presents unique opportunities—and challenges—for those considering…
…
continue reading

1
Inflation-Proof Your Retirement In 2025
11:52
11:52
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
11:52In recent years, inflation has become a significant concern for many individuals, especially those planning for retirement. While rates have returned to more normal levels, Americans still can’t ignore the profound impact it can have on your financial future. Today’s show will discuss ways to inflation-proof your retirement, particularly looking ah…
…
continue reading

1
Social Security Claiming Tips for Unique Situations
13:45
13:45
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
13:45Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, can impact when and how to claim Social Security benefits to maximize your retirement income. Here’s what we discuss in this episode: 0:00 - Intro 1:2…
…
continue reading

1
The Biggest Retirement Investment Risk: How to Protect Your Portfolio
13:54
13:54
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
13:54Today I'm discussing the biggest retirement investment risk. As Morgan Housel put it, "It's the hardest risk for people to understand... ...and it's the only one that really matters." In this episode, you'll learn: ► What the three sides of risk are ► Why tail risk is all that matters ► How to mitigate this risk in your retirement plan You'll also …
…
continue reading

1
EP #128: Canada Pension Plan Explained: Maximize Your Retirement Benefits
22:03
22:03
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
22:03Joe and Lindsay answer the most common questions about the Canada Pension Plan (CPP). They explain what CPP is, who qualifies, how to apply, and how to estimate your benefits. You’ll learn about the maximum and average payouts, survivor benefits, tax implications, and whether to take CPP early, at 65, or delay to age 70. With insights on integratin…
…
continue reading

1
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning
1:12:46
1:12:46
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
1:12:46Andy chats with fellow retirement planner Liz Yoder, CFP®, ChSNC® from Dependent Financial Planning. In this episode they talk about a wide array of retirement planning topics with a particular emphasis on special needs planning and the unique considerations and areas to consider when you or your child has or is likely to have a disability Links in…
…
continue reading

1
447 Qualified Charitable Distributions: A Powerful Retirement Strategy
10:59
10:59
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
10:59Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributions—all at the same time. Most retirees don’t realize that there’s a smarter way to donate to charity using their IRA. In today’s episode, I’ll show you how one simple strategy—Qualified Charitable Distributions—can save you thousands in taxes while …
…
continue reading

1
073: Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus
30:46
30:46
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
30:46Estate planning isn’t just about protecting your wealth and passing it on to your beneficiaries—it’s about ensuring a seamless transition for your loved ones while minimizing taxes and legal complications. With tax laws constantly evolving and real estate values climbing, many families could face significant estate tax liabilities. And yet, most pe…
…
continue reading

1
Post-Holiday Recovery: Smart Financial Tips to Rebuild Savings and Pay Off Debt
4:17
4:17
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
4:17Miguel Gonzalez, a Certified Retirement Counselor with 20+ years of experience, shares practical tips to help you get back on track after overspending during the holidays. Learn how to tackle debt, rebuild savings, and prepare for a stress-free holiday season next year. Cortburg Retirement Advisors is a boutique financial planning firm committed to…
…
continue reading

1
The Wisdom of Regret with Lori Emerick
31:27
31:27
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
31:27Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting. Wouldn’t it be nice to live life without regret? Some say they’ve achieved it, but my guest on this week’s episode of “Retirement Revealed” explains how you can use your regrets to develop a more meaningful course of action as y…
…
continue reading

1
Take Action Now for a Resilient Retirement
48:00
48:00
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
48:00💬 Show Notes In this episode, we tackle the essentials of retirement planning with an engaging discussion led by Roger Whitney. We explore the importance of prioritizing what truly matters in your retirement journey and how to create a resilient plan that secures your desired outcomes. Roger emphasizes that retirement planning is merely a tool to a…
…
continue reading

1
Navigating Your Parents Senior Years - Star Bradbury
54:56
54:56
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
54:56Navigating Your Parents Older Years can be a difficult subject. Luckily, Star Bradbudy is here to help! Star has decades of experience in senior care and has helped thousands of families. She is here to talk about her new book, "Successfully Navigating Your Parents’ Senior Years". It is an amazing resource to help guide your through this challengin…
…
continue reading

1
5 Hidden Costs That Catch Retirees Off Guard
17:23
17:23
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
17:23Do you ever wonder what you might be missing as you plan for retirement? There's so much to think about and plan for that certain things can easily slip through the cracks. In this episode, I share 5 hidden costs that catch retirees off-guard based on what my clients have told me. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅…
…
continue reading

1
Is the new administration about to make changes to the way Social Security is taxed?
53:56
53:56
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
53:56In his episode, Grant and Bill discuss whether the new administration about to make changes to the way Social Security is taxed, taking the volatility out of Bitcoin, and are you ready for the 24 hour a day togetherness?Oleh Grant Dorhout
…
continue reading
Conversation depends on sharing some experiences that two or more people can discuss. Retirement presents a different problem. We don't see the same people every day. We don't have common goals. We tend to become isolatos in our own houses.Oleh Del Lowery
…
continue reading

1
Power of Balance - No Compromise Retirement
54:17
54:17
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
54:17Mark Falter has been helping clients build and preserve their wealth for more than 35 years. Having worked with seniors for most of his career, Mark is acutely aware of the challenges facing retirees today. He created Mid-American Wealth Advisory Group Inc. as a financial management firm in Kansas City that specializes in helping retirees and pre-r…
…
continue reading

1
ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)
41:54
41:54
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
41:54In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, …
…
continue reading
Short video on what I'm watching in this new sector. Good things are coming.Oleh ecoxn
…
continue reading

1
5 Financial Mistakes to Avoid in Your 60s
27:32
27:32
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
27:32Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade. Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/…
…
continue reading

1
Breaking: How Long Will $1 Million Last In Illinois?
14:25
14:25
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
14:25For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too littl…
…
continue reading

1
Build A Winning Retirement Plan
15:51
15:51
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
15:51Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement. While it may be tempting to aim for high returns, a strategy focused on steady, incremental growth is often the key to lasting success. In this ep…
…
continue reading

1
What the IRS Doesn’t Want You to Know About Your Taxes in Retirement
39:58
39:58
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
39:58There are some things the IRS DOESN’T want you to know about your taxes in retirement. And they could needlessly cost you a fortune! Air Date: 2/8/25Oleh B.O.S.S. Retirement Solutions
…
continue reading

1
16. REVEAL Conversations with Anita Baker
58:07
58:07
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
58:07Opportunities emerge through meaningful conversations with those who truly understand you. REVEAL conversations provide guided discussions that encourage exploration, bring clarity, and support smarter decision-making. Anita shares how she collaborates with teams, organizations, entrepreneurs, and individuals in transition to help them gain valuabl…
…
continue reading

1
[Deferred Resignation] Part 9: How to Access TSP (but Beware of the Penalties)
8:40
8:40
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
8:40ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow you to take from your TSP at various ages (and if you’re allowed to access TSP between now and 9/30). KEY TAKEAWAYS: How do employees access TSP after they have separated (resigned or retired) How long employees have to wait take withdrawals from TSP What penalties may apply to withd…
…
continue reading

1
2025-02-02 Retirement Lifestyle Advocates Radio w/ Michael Pento
42:58
42:58
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
42:58Dennis Tubbergen hosts RLA Radio with guest Michael Pento, a financial expert and host of the Mid-Week Reality Check podcast. They discuss the inefficacy of the proposed Department of Government Efficiency and skepticism about significant government spending cuts. Pento critiques the Federal Reserve's interest rate policies and predicts a potential…
…
continue reading
In this new episode of the Retirement Power Hour, Joe Allaria, CFP®, & Jay Waters break down how financial "experts" consistently make incorrect market predictions. They highlight key misses from 2024, including false recession calls, incorrect volatility forecasts, and failed AI bubble predictions. The takeaway? Ignore the noise, focus on a strate…
…
continue reading

1
Key Tax Tips Every FRS Member Should Know
22:52
22:52
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
22:52Taxes might be daunting, but mastering them can mean thousands more for your golden years! In this essential episode, April Schoen dives deep into tax strategies specifically designed for Florida Retirement System (FRS) members. Discover how expert tax planning could unlock more wealth and flexibility than you ever imagined for your retirement. You…
…
continue reading