Podcast terbaik Retirement Planning (2024)

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#126 – Retirement planning chat with a "real" person, Jane 1:12:00

4h ago1:12:00

1:12:00

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Secu…

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New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself 8:02

2d ago8:02

8:02

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses the growing threat of new account fraud targeting high-net-worth investors. Learn about the tactics used by scammers and discover essential tips to protect your wealth. Welcome to "The Retirement Guide" Podcast! I'm your host …

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5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have) 18:37

14h ago18:37

18:37

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …

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Ep# 115: Retire with Impact: Discover the Power of Volunteering with Lois Tuffin 26:22

7d ago26:22

26:22

Joe sits down with Lois Tuffin from Volunteer Peterborough to explore the transformative benefits of volunteering for retirees. Lois shares inspiring stories of retirees who have found renewed purpose and fulfillment through volunteer roles in organizations like Habitat for Humanity, Elder Dog, and the Peterborough Folk Festival. Covering a range o…

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FINCEN’s Corporate Transparency Act: What Every Business Owner Needs to Know | Repair The Roof Podcast 17:00

9d ago17:00

17:00

"With penalties of up to three years in prison and a $10,000 fine for intentionally not complying, the implications of noncompliance are severe.” Ever wondered whether your business complies with the latest governmental regulations, or if you're at risk of severe penalties? Our host, Attorney Ted Gudorf, unravels the complexities of the Corporate T…

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How To Discuss Inheritance With Your Parents (with James) 21:40

5d ago21:40

21:40

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP…

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#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management 1:33:01

2d ago1:33:01

1:33:01

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. 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 people have enough to retire, what…

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Digital Safety After 50: Protecting Your Identity & Finances Online 13:23

10d ago13:23

13:23

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, shares essential strategies to help those 50 and above protect their identity, finances, and personal information in today’s digital world. From spotting scams to safeguarding accounts and securing devices, George covers practical steps…

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5 Fun Activities Often Overlooked In Retirement 15:31

8d ago15:31

15:31

What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…

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Ep# 114: Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained 11:43

14d ago11:43

11:43

Joe and Lindsay conclude their RISA framework series with a look at the final quadrant: time segmentation. It is also known as the "bucket strategy" in retirement planning. Joe explains how this approach divides retirement assets into short-term, mid-term, and long-term buckets, allowing for a balanced retirement income strategy. Retirees can reduc…

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#124 - The basics of taxes and tax planning in retirement 1:00:28

14d ago1:00:28

1:00:28

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxable Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts How to pay taxes in retirement: withholdings vs making estimated payments Gifting tax-effic…

1
Special Announcement - NEW SHOW! 9:32

14d ago9:32

9:32

New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email ari@rootfinancialpartners.com "Waitlist" Option 3 - Work With Us Here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…

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How Much Do I Need To Spend $25k/Month In Retirement? 17:32

17d ago17:32

17:32

Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener commen…

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Fireside Financial Ep #19: Gaining Clarity: Why Retirees Switch Financial Advisors 20:40

17d ago20:40

20:40

Does this sound familiar? Your advisor tells you not to worry, that you're in a good position for retirement. However, you still feel uncertain and lost about where you stand financially. The struggle to get clear answers and guidance on retirement planning can leave you feeling anxious and overwhelmed. If this resonates with you, it's time to take…

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Ep #113 Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies 15:29

21d ago15:29

15:29

Joe and Lindsay continue their exploration of the RISA. This week we examine the Risk Wrap quadrant, focusing on balancing growth potential with income protection in retirement. We explain how Guaranteed Minimum Withdrawal Benefits (GMWB) work, allowing retirees to invest in the market with the security of a guaranteed income floor. Topics covered …

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#123 - My thoughts on 12 common financial and retirement planning rules of thumb 51:13

21d ago51:13

51:13

Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…

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Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 12:20

22d ago12:20

12:20

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He dives into common mistakes to avoid, how to transfer assets like your home and personal belongings, and tips on choosing trustee…

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Medicaid's Five-Year Lookback Period Explained: Protect Your Assets! | Repair The Roof Podcast 18:04

23d ago18:04

18:04

"Medicaid planning isn't about beating the system, but ensuring that you or your loved ones can receive necessary care without unnecessarily depleting all your assets.” Unlock the secrets to safeguarding your financial future as our host Attorney Ted Gudorf guides us through the intricate world of Medicaid planning. Discover the crucial elements of…

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Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY) 16:47

24d ago16:47

16:47

What-if scenarios allow you to retire early with confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients ret…

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How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 10:59

28d ago10:59

10:59

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He walks you through the steps to set up a trust that can help avoid probate and ensure your assets are smoothly transferred to you…

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Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead 15:37

28d ago15:37

15:37

In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on strategies to secure guaranteed income in retirement. They discuss the benefits of annuities, defined benefit pensions, Canada Pension Plan (CPP), and Old Age Security (OAS) to create an income floor that…

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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE! 39:45

28d ago39:45

39:45

Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…

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Final Inherited IRA Rules Breaking Down the Secure Act 2.0 FINAL | The Limitless Retirement Podcast 24:28

1M ago24:28

24:28

"The SECURE Act 2.0 has changed things a lot. We will explore every detail of the new rules, and trust me when I say pouring over 260 pages of new legislation wasn't exactly a walk in the park, but I've done the heavy lifting for you, so you don't have to." What if understanding the SECURE Act 2.0 could absolutely transform your retirement planning…

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3 Common Mistakes People Forget When Retiring Early 16:57

1M ago16:57

16:57

How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindle…

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Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement 15:33

1M ago15:33

15:33

Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key character…

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#121 – Retirement planning chat with a "real" person, Doug Mann 1:26:44

1M ago1:26:44

1:26:44

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-time Links in this episode: Doug's travel/pho…

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Do You Know How Much You Are Paying Your Advisor? 22:18

1M ago22:18

22:18

There are many reasons to work with an advisor and I want to ensure you are getting value for it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne…

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Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong 33:53

1M ago33:53

33:53

Only 48% of Canadians have a will in place. It's probably been on your to-do list for a long time and you're not alone. In fact, of the people who have a will, only 35% of them are up to date. If you're feeling the stress of not having your estate planning in order, you are not alone! The stories shared by Ellie Muir, Team Lead of Partner Relations…

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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners 1:51:35

1M ago1:51:35

1:51:35

Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. 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 people have enough to retire, what consumers often overlook in reti…

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Here's How To Pay 0% In Taxes (ZERO Capital Gains) 12:15

1M ago12:15

12:15

Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a pr…

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Fireside Financial Ep #18: Top 10 Reasons You Need a Retirement Plan 21:12

2M ago21:12

21:12

If you're feeling uncertain about your retirement finances and making decisions based on guesswork, then you are not alone! Many individuals nearing retirement age find themselves in a similar situation, relying on rules of thumb or hearsay rather than having a concrete plan in place. This lack of clarity can lead to stress, anxiety, and potential …

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Ep #109: Why Sugarcoating Retirement Plans Does More Harm Than Good 7:38

2M ago7:38

7:38

Joe and Lindsay discuss the importance of transparency in financial planning by sharing a recent client story. A couple came to them frustrated by their previous advisor's lack of clarity, unsure whether they could reach their retirement goals. Through our process—beginning with a strategy session and followed by a comprehensive plan—the couple cle…

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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement 1:41:14

2M ago1:41:14

1:41:14

Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers. …

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3 Tips To Retire On Your Own Terms 18:09

2M ago18:09

18:09

You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary…

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Ep #108: Customize Your Retirement Strategy: There's No One-Size-Fits-All Approach 10:23

2M ago10:23

10:23

We answer a listener's question about balancing RRSP and RIF withdrawals in retirement while minimizing taxes. We highlight the importance of personalized planning, discussing when it makes sense to defer withdrawals for tax-deferred growth and when early withdrawals could help reduce future tax liabilities like OAS clawbacks. Joe emphasizes that s…

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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE! 49:10

2M ago49:10

49:10

Listener Q&A where Andy talks about: Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 ) Considerations when deciding between taking a pension or its lump sum ( 11:51 ) Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a …

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Rejected POA? Steps to Take When Your Bank Won't Cooperate | Repair The Roof Podcast 7:29

2M ago7:29

7:29

“It's far easier to address these issues proactively than to scramble for solutions in the midst of a crisis. By planning ahead, you’re not just protecting your assets. You're giving yourself and your loved ones peace of mind.” Our host, Ted Gudorf dissects the real-world struggles of dealing with power of attorney (POA) and financial institutions.…

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Pension Decision - Lump Sum or Annuity? 16:55

2M ago16:55

16:55

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exp…

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Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show! 34:44

2M ago34:44

34:44

200 EPISODES! SPECIAL FRIDAY EPISODE History of the podcast Vision moving forward How to get the most value from your money Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a …

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Ep #107: Skeptic to Advocate: Robin Powell's Journey into Evidence-Based Investing 25:55

2M ago25:55

25:55

Worried about making financial mistakes with your retirement portfolio? Robin Powell, founder of The Evidence-Based Investor, joins Joe Curry, retirement advisor, to explore the transformative power of evidence-based investing. Robin shares his journey from journalism to becoming an advocate for passive investing, highlighting key moments such as m…

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#117 – Retirement planning chat with a "real" person, Alison 59:24

2M ago59:24

59:24

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a …

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Navigating Blended Families: How to Protect Your Children's Inheritance | Repair The Roof Podcast 22:01

2M ago22:01

22:01

“The beauty of a trust is its flexibility. You can customize it to fit your unique family situation and financial goals. However, this flexibility also means there are a lot of decisions to make.” Imagine being in your mid-60s, like John and Sarah, and facing the challenge of how to ensure both your surviving spouse and children from previous marri…

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Don't Do Any Roth Conversions Before You Ask Yourself THIS 13:07

2M ago13:07

13:07

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?" Two very different questions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirem…

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Ep# 106: Understanding Your Retirement Income Personality for Success with Wade Pfau 28:33

2M ago28:33

28:33

Joe speaks with Wade Pfau, a leading expert in retirement income planning. They explore the evolving landscape of retirement strategies, focusing on understanding personal retirement income styles using the RISA (Retirement Income Style Awareness Profile) framework. Wade highlights the significance of aligning strategies with individual comfort lev…

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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast 1:36:40

2M ago1:36:40

1:36:40

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in…

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5 Ways An Advisor Can Change Your Retirement 16:26

2M ago16:26

16:26

Hiring an advisor should be based on the experience you are looking for. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping…

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Roth Conversions: 3 Key Questions to Answer! 9:08

3M ago9:08

9:08

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group breaks down Roth conversions, answering three key questions to help you decide if and when it’s the right move for your retirement plan. Tune in for expert insights on maximizing tax benefits and making informed decisions. Welcome to "Th…

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EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy 41:22

3M ago41:22

41:22

Joe sits down with Dr. Brian Portnoy to explore the concept of "funded contentment," a revolutionary approach to financial well-being that transcends traditional views of wealth. They delve into the psychological and emotional aspects of retirement planning, emphasizing the importance of aligning financial decisions with personal values. Brian intr…

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#115 - How to give to charities tax-efficiently 55:44

3M ago55:44

55:44

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…

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Florida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch | Repair the Roof Podcast 34:07

3M ago34:07

34:07

Did you know that Ohio residents have the opportunity to leverage some of Florida's unique tax advantages? Listen in as tax attorney Craig Hersch from the Sheppard Law Firm does a deep dive into the Florida Community Property Trust statute. Along with our host Ted Gudorf, he and Craig share how owning trusts in Ohio (and other common law states) ca…

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