Podcast terbaik Retirement Savings (2025)

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Ep 109 | The Checkers and Chess of Wealth Building with Freddie Rappina 22:08

23h ago22:08

22:08

Submit your questions here! In this episode, Freddie Rappina, founder of Opta Financial, discusses the difference between two financial strategies: “checkers” and “chess.” He explains how traditional financial planning, which focuses on saving and debt reduction, is like playing checkers, while wealth-building through leveraging debt and investing …

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Ep 108 | Get Retirement Ready With These Smart Moves 20:08

3d ago20:08

20:08

Submit your questions here! Feeling overwhelmed with retirement planning? This episode helps simplify the process by highlighting two key starting points. By focusing on these foundational pieces, you’ll gain clarity on where to begin and uncover the next steps to move forward with confidence. This episode breaks down retirement planning by focusin…

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Ep 107 | Advice For Elderly Parents Care From Guest Expert Asha Paulose 34:06

8d ago34:06

34:06

Submit your questions here! In this podcast episode, estate and elder law attorney Asha Paulose discusses important steps in planning for aging parents' long-term care and financial needs. She emphasizes the importance of early and continuous conversations with parents and outlines critical legal documents like healthcare proxies and powers of atto…

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Ep 106 | How My Client Found Balance Between Debt Payoff and Saving 18:46

11d ago18:46

18:46

Submit your questions here! In today's episode, I’m sharing an inspiring success story of one of my amazing clients who transformed her financial life in just three months. She paid off $5,000 in debt, saved $2,500, and even started planning for travel. If you’ve ever felt stuck in the paycheck-to-paycheck cycle and unsure how to balance debt payof…

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Ep | 105 Childfree Wealth Financial Planning with Jay Zigmont 26:19

15d ago26:19

26:19

Submit your questions here! Whether you’re childfree by choice or circumstance, guest Jay Zigmont shares the unique financial and life planning challenges for childfree individuals. He shares customized financial strategies that prioritize personal goals over traditional life scripts. Tune into this episode to understand the unique way to look at y…

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Ep 104 | 5 Ways to Pay Off Debt Before Retirement 17:57

18d ago17:57

17:57

Submit your questions here! You’re ready to payoff debt and not sure if debt snowball or debt avalanche method is best. In this episode, I describe five (5) different strategies you could implement to become debt free. Listen in as I guide you through how to create your own debt payoff plan and be successful in becoming debt free before retirement.…

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Ep 103 | What Is Generosity? A Conversation with Alison Patterson, Generosity Strategist 22:00

22d ago22:00

22:00

Submit your questions here! Being generous doesn’t have to be just about money, and Alison Patterson agrees. Working as a philanthropic advisor, she helps individuals choose their best form of generosity to support their time, energy, and money in retirement. Listen in to learn what is generosity, and how to explore opportunities for you that best …

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Ep 102 | Redefining Your Debt Relationship and Taking Control For Retirement 19:47

25d ago19:47

19:47

Submit your questions here! Debt is a part of financial life, but it doesn’t have to define you. In this episode, I dive deep into the reasons we accumulate debt, the emotional and financial weight it carries, and how to take back control. Through real client scenarios, we’ll explore common debt challenges and practical solutions. You’ll walk away …

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Ep 101 | Navigating Financial Conversations in Relationships with Lindsey Carnick 34:54

29d ago34:54

34:54

Submit your questions here! Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, I welcome therapist Lindsey Carnick to discuss managing stress, anxiety, and financial conversations within relationships. Lindsay, licensed in nine states and experienced in keynote sp…

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Celebrating 100 Episodes: My Podcasting Journey and Top Episodes Revealed 19:05

1M ago19:05

19:05

Submit your questions here! Join the Savings Challenge Waitlist HERE In the milestone 100th episode, I share about my initial skepticism and gradual success, including reaching the top 5% globally in the education category. I further the most popular episodes, covering topics like cash flow management and retirement savings. Looking for support fro…

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Ep 99 | Creating Passive Income for Retirement with Private Lending 24:10

1M ago24:10

24:10

Submit your questions here! Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, my guest Jim Manning shares his journey from a Jesuit-educated insurance paperwork pusher to a mission-driven real estate investor. He shares his passion for transforming properties int…

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Ep 98 | Retirement 101: Creating a Fulfilling Next Chapter, Your Retirement 21:40

1M ago21:40

21:40

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In the final part of the Retirement 101 series, the focus is on creating a fulfilling and meaningful retirement lifestyle. This episode includes practical advice on envisioning and planning great experienc…

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Ep 97 | Understanding Behaviors for Investing and Financial Success 30:23

1M ago30:23

30:23

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, we dive into the fascinating world of behavioral investing with Rick, a financial advisor from Dallas who specializes in helping people make smarter money decisions. But forget boring investment talk - this ep…

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Ep 96 | Retirement 101: The Essential Steps to Estimate Your Retirement Budget 21:36

2M ago21:36

21:36

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing…

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Ep 95 | Proven Strategies for Financial Independence with Steve Selengut 26:55

2M ago26:55

26:55

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance…

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Ep 94 | Retirement 101: Navigating Financial Fears, Debt, and Planning with Confidence 21:31

2M ago21:31

21:31

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling hig…

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Ep 93 | Medicare Made Simple With David Kerlin 26:04

2M ago26:04

26:04

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor. David shares his personal health transformation an…

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Ep 92 | Retirement 101: Building the Financial Foundations 23:03

2M ago23:03

23:03

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I kick off a four-part series focused on building a successful retirement plan. This episode dives into the first steps of laying a solid foundation. Key topics include tracking expenses, …

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Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein 33:16

2M ago33:16

33:16

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we ov…

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Ep 90 | How I Made Retirement Possible at 50 [Re-Release] 24:18

2M ago24:18

24:18

Submit your questions here! Join the Financial Freedom Accelerator and create your roadmap to financial freedom! This episode is a re-release of episode 001 My Story & How I Was Able to Retire Early at 50. In this episode, I share my personal money journey about how I was able to retire at the age of 50 and eventually became a financial coach. My j…

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Ep 89 | How Gen X Can Reflect, Plan, and Prepare for Retirement 21:50

2M ago21:50

21:50

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflectin…

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Ep 88 | Clear Your Space, Clear Your Mind: Holistic Decluttering with Noelle Fowler 32:37

3M ago32:37

32:37

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest is Noelle Fowler, a holistic declutter coach. She specializes in helping busy women simplify their lives by addressing the root causes of clutter. She shares her journey fro…

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Ep 87 | Day Trading 101: A Beginner’s Guide to Financial Growth with Erin Thompson 28:59

3M ago28:59

28:59

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson, a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits. E…

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Ep 86 | How My Client Found Spending Freedom to Support Her Financial Freedom 23:21

3M ago23:21

23:21

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspen…

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Ep 85 | How my 90 Day Financial Freedom Accelerator Can Make Retirement Possible 14:57

3M ago14:57

14:57

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share all about my signature program, the Financial Freedom Accelerator. A 90-day coaching program designed to help you transform your retirement dreams into reality with financial confidence and purpose. I share…

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Ep 84 The Retirement Exercise That Changed My Life (And My Clients') 18:26

4M ago18:26

18:26

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality. The episode shares personal experiences of setting reti…

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Ep 83 Navigating Social Security with Christopher Hensley 29:11

4M ago29:11

29:11

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security. We discuss factors affecting the best time to start claiming benefits, …

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Ep 82 | Essential Steps to Start Saving for a Secure Retirement 23:01

4M ago23:01

23:01

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the importance of saving for retirement and how to ensure you have enough money when you retire. This episode outlines practical steps to manage money, eliminate unnecessary expenses, and build a robust s…

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Ep 81 Why A Money Routine Leads to Budgeting Success 18:10

4M ago18:10

18:10

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances…

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Ep 80 A Journey of Financial Discipline and Growth With Alexandra Dotcheva 26:09

5M ago26:09

26:09

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! During this guest episode, I am lucky to interview Alexandra Dotcheva, who shares her transformative journey from an immigrant violinist to a financially independent real estate investor. She discusses the challenges she faced duri…

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Ep 79 Shift from Emotional to Intentional Spending for a Worry-Free Retirement 19:20

5M ago19:20

19:20

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the emotions tied to spending and their impact on not only achieving financial goals, but making impactful decisions. I share a client story demonstrating the importance of identifying personal values to …

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Ep 78 | 3 Ways to Make Sure You're On Track to Retirement 20:00

5M ago20:00

20:00

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! To have a happy and successful retirement takes more than just enough money. In this episode, I discuss three common retirement gaps that could lead to disappointment and boredom in retirement. Beyond the financial side, it’s essen…

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Ep 77 Can You Afford Retirement? Debunking the Myths Holding You Back 17:33

5M ago17:33

17:33

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! Will I run out of money in retirement? It’s a question many people ask in one form or another. In today’s episode, I explore why this question lingers in your mind and how you can shift your thinking to trust that you’ll be financi…

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Ep 76 Why You Need To Stop Procrastinating and Invest in Yourself 16:57

6M ago16:57

16:57

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I explore the common reasons why people hesitate to invest in themselves and share the story of a client who waited five years before taking action, highlighting the significant impact of that delay. I also dive in…

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Ep 75 The Membership Experience of Make Retirement Possible 15:35

6M ago15:35

15:35

Submit your questions here! In this episode, I share what you can expect inside of the Make Retirement Possible membership. The membership offers recorded trainings, worksheets, and a monthly live Q&A session to help members effectively plan their retirement. The experience is self-led and I share how to level up that self-led experience with suppo…

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Ep 74 Healing Trauma and Transforming Finances With Angela Turpin 27:13

6M ago27:13

27:13

Submit your questions here! If you’re ready to break free from the emotional and financial patterns that have held you back, this conversation is for you. Angela Turpin shares powerful insights into healing money-related trauma and offers practical steps you can take today to create a healthier relationship with your finances. You’ll discover how d…

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Ep 73 How Tracking Can Transform Your Path to a Worry-Free Retirement 18:13

6M ago18:13

18:13

Submit your questions here! In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness and is essential to truly understanding your spending. It’s time to embrace tracking to better understand and improve your spending habits, but don’t make it a chore either. T…

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Ep 72 Wondering How to Secure Your Retirement? Here’s Your Guide to Financial Stability 16:42

6M ago16:42

16:42

Submit your questions here! Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement? Are you worried about running out of money in retirement? Not having enough savings? Are you worried about health care costs? Are you worried about being able t…

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Ep 71 Why You Feel Unprepared For Retirement 19:04

7M ago19:04

19:04

Submit your questions here! In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goals. 00:00 Why You Feel Un…

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Ep 70 Am I Ready to Retire? Overcoming Doubt and Building a Retirement Dream 21:17

7M ago21:17

21:17

Submit your questions here! In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ultimately, the aim is to …

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Ep 69 Overcoming Job Loss and Managing ADHD Finances with Sherry Andrew 27:07

7M ago27:07

27:07

Submit your questions here! In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs. She discusses her 'two by four moment,' the importance of budgeting, the challenges of managing finances with ADHD, and strategies to miti…

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Ep 68 How My Client Learned to Spend More On Herself 18:25

7M ago18:25

18:25

Submit your questions here! In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the positive impact of coaching had on her financial habits and lifestyle. 01:26 Inte…

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Ep 67 Why Avoiding Budgets Can Lead to Missing Out 19:07

8M ago19:07

19:07

Submit your questions here! In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring insights from client experiences, I emphasize the significance of aligning your …

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Ep 66 Why Budgeting Isn’t Enough And What You're Leaving Out 19:33

8M ago19:33

19:33

Submit your questions here! In this episode, I discuss the common frustrations of budgeting and why so many individuals who are budgeting are not seeing success. While budgets are essential for outlining expenses and needs, they are not the action-oriented piece that drives financial progress. Listen to the episode to understand a budget’s purpose …

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Ep 65 Navigating Financial Education for Children with Elizabeth Rosenberg 31:34

8M ago31:34

31:34

Submit your questions here! In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children through her initiative 'Grow My Piggy'. She shares her experiences and offers pra…

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Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm 35:14

8M ago35:14

35:14

We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at [email protected] or WWW.JTCAPITALGROUP.COM

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Ep 64 Should You Automate Your Finances? Pros and Cons Explained 15:48

8M ago15:48

15:48

Submit your questions here! In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating. 00:00 Introduction: Is Automation the Answer for Better Finances? 00:27 Personal Story: My Ca…

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Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively 14:27

9M ago14:27

14:27

Submit your questions here! If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation. 00:00 Introduction: Do You Truly Lack Money? …

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Ep 62 Mastering the Financial Aspects of Divorce with Lisa Zeiderman 27:48

9M ago27:48

27:48

Submit your questions here! In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documentation, choosing the rig…

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Ep 61 Strategies For Making Major Purchases 20:28

9M ago20:28

20:28

Submit your questions here! In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of marke…

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