))
…
continue reading
Being Well Informed discusses trending topics such as police reform, book banning intensified, the Emmett Till Alert App, new and upcoming authors, the Anne Arundel County NAACP Greenbook, judicial reform, long term care insurance, cryptocurrency scams, Maryland Lynching Memorial Project, Education in a Pandemic, and much more. The program, hosted by Claudia Barber, is designed to educate the audience on these trending topics.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Long-Term Care Specialist, Brian Ott hosts a weekly show covering all aspects of long-term care.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Moving On Mama: Long-Term Care Planning is about helping mature women, particularly those tail-end baby boomers aka Generation Jones women, plan for long-term care with a myriad of options that include self-funding, traditional long-term care insurance, hybrid life insurance with long-term care rider, hybrid long-term care annuities, health savings accounts (HSA's), trusts, and more. This show will encourage younger baby boomer women to overcome the fear and procrastination common with long- ...
…
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
Podcast hosted by nationally-recognized expert on Medicare, Jae W Oh, MBA CFP CLU ChFC, author of top-rated, top-selling book on Medicare, Maximize Your Medicare. Subscribe to the YouTube channel and check out the book at www.maximizeyourmedicare.com
…
continue reading
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
…
continue reading
We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
information and opinions on money, politics and Religion. All the things you should not discuss with your family.
…
continue reading
1
Stopping Retirement Losses & Building More Control & Security
Mark Rogers, Financial Educator of Two Room Schoolhouse
Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
…
continue reading
Influencers in the home care industry, Kelly Adams and Nicole Haney, connect with other successful home care owners and businesses that support success in home care. As Action Leaders, they’ve built the level of success they hope to inspire other home care owners toward.
…
continue reading
Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.
…
continue reading
The Wealthy Mom MD Podcast is for high-achieving women who want to create wealth in all areas of their life. Join Master Certified Coach Bonnie Koo, MD, to gain the tools and confidence to create your wealthy life. Learn more at https://wealthymommd.com/ Instagram: @wealthymommd Facebook: wealthymommd
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Becoming part of this growing community provides the perfect opportunity to learn valuable life lessons without experiencing the drama. This is a motivational podcast exploring real life issues. After escaping from a high control group, I am sharing my experiences about what it is like living in a world without the mental boundaries that kept me from exploring my dreams, goals and realities. This platform will deliver experiences that help others to overcome personal struggles and showing yo ...
…
continue reading
To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
…
continue reading
The Senior Care Show is a weekly podcast dedicated to educating listeners on all aspects of elder care. Hosted by experts in the field, the show covers a wide range of topics related to caring for aging loved ones, including home healthcare and nursing, medicaid, elder law, and retirement planning. The show’s goal is to provide listeners with the information and resources they need to make informed decisions about the care of their elderly family members. The show is ideal for anyone who has ...
…
continue reading
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
…
continue reading
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
…
continue reading
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
1
The Phoenix Health Insurance Approach | Simplifying the Complexities of Healthcare Coverage
Phoenix Health Insurance
Phoenix Health Insurance is a leading provider of healthcare coverage solutions designed to meet the diverse needs of individuals, families, and businesses. With a customer-focused approach, Phoenix Health Insurance offers a range of products and services that cater to the ever-changing healthcare landscape. Phoenix Health Insurance 20823 N Cave Creek Rd, Building B Suite 101 Phoenix, AZ 85024 (623)516-8300 https://www.phxhealthinsurance.com/
…
continue reading
Welcome to the Healthier Money Podcast. Our mission is to demystify the financial world and help you make smarter decisions with your money to Live Long And Profit! Join us on this adventure and hopefully along the way you will laugh, learn, and earn. Thank you for listening!
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial plannin ...
…
continue reading
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Are you worried about your aging parents? Do you feel they will need either in-home care, driving assistance, or possibly move into assisted living or a memory care facility? Join me as I discuss your concerns around caring for your senior parents. It’s hard enough taking care of your family in today’s world. Then, when you add in nursing care, physical rehabilitation, and looking for a personal assistant or a new housing situation to better suit your parents’ needs as they age, you can find ...
…
continue reading
…
continue reading
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
…
continue reading
1
210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of AboveBoard Financial
51:35
51:35
Play later
Play later
Lists
Like
Liked
51:35
Wallis Tsai, the founder and CEO of AboveBoard Financial, is driven by a passion for ethical insurance practices. She transitioned from a high-powered role at Goldman Sachs to start her own independent insurance brokerage. Her mission is to provide transparent, informed guidance on long-term care insurance, a topic that can often feel overwhelming …
…
continue reading
1
492 - Long term care insurance - Church Money - Medical Rant - solar panel update
1:08:06
1:08:06
Play later
Play later
Lists
Like
Liked
1:08:06
Detailed mathematical explination of the costs for Long Term Care Insurance. Church Money Medical insurance rant Solar Panel updateBy Phil Ferguson
…
continue reading
1
June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web ...
Gene and Alyssa answer buckets o’ questions: What amount can a husband and wife deduct on their PA income tax for 529 contributions? He wants to work after he reaches full social security. Will he just lose it all to taxes? He asks how to choose a financial advisor and what to expect from that advisor? They are in their 80’s with IRAs. What happens…
…
continue reading
1
The Current Landscape of Long-Term Care Insurance
13:24
13:24
Play later
Play later
Lists
Like
Liked
13:24
As you edge closer to retirement, have you considered the role of long-term care insurance in your financial plan? As plans and policies evolve, we want to take some time to help guide you through the nuances of long-term care and its critical importance for your future. Long-term care insurance has undergone significant transformations, and unders…
…
continue reading
Feeling overwhelmed by your finances? In this episode, we explore the benefits of hiring a financial advisor. Learn how a professional can help you craft a personalized plan, make smart investments, and achieve your financial goals with confidence. Tune in and discover how a financial advisor can maximize your wealth and secure your future.…
…
continue reading
1
Retirement Planning Has Changed Over the Last 20 years
47:30
47:30
Play later
Play later
Lists
Like
Liked
47:30
On this week’s show we discuss the big changes in retirement planning over the last 2 decades. Diving into how to create a retirement paycheck using annuities. Plus the latest on the Fed and interest rate changes. If you have questions concerning your own retirement call Elite Income Advisors 800-653-8404 or click here to visit our website. Or clic…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week's discussion covers knowledge about medicare if you're 65. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.co…
…
continue reading
Many people are surprised when they get an Income Related Monthly Adjustment Amount (IRMAA) letter from Medicare demanding higher payment for Part B and Part D (prescription drugs). In this show we talk about the main ways people get surprised by IRMAA and how to appeal if you get such a surcharge.By Dan Wendol
…
continue reading
Homeownership can be a goldmine in retirement. This episode dives into unlocking your home equity's potential, exploring strategies like HELOCs, home sales and reverse mortgages, and unpacking the key considerations to ensure a secure and comfortable golden age.By the Paladin Financial Team
…
continue reading
In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.By Michael Mcguire
…
continue reading
1
The conversation covers the proposed changes to taxation and retirement planning under President Biden's 2025 budget.
53:05
53:05
Play later
Play later
Lists
Like
Liked
53:05
The conversation covers the proposed changes to taxation and retirement planning under President Biden's 2025 budget. The focus is on the potential impact of these changes on individuals and corporations. The discussion highlights the potential for higher taxes on higher income earners and the negative consequences of raising corporate taxes. The c…
…
continue reading
Fred Saide discusses the challenges and changes in retirement planning, focusing on the impact of Social Security, healthcare, the Secure Act, and inflation. He highlights the strain on Social Security and Medicare due to the increasing number of baby boomers reaching retirement age and the system's inability to accommodate this demographic shift. …
…
continue reading
1
(Best of) Kevin Brucher discusses the recent Federal Reserve meeting and its impact on the economy.
36:49
36:49
Play later
Play later
Lists
Like
Liked
36:49
In this episode, Kevin Brucher discusses the recent Federal Reserve meeting and its impact on the economy. He explains how interest rates affect inflation and the overall strength of the US economy. Kevin also explores the 4% rule in retirement planning and the concept of sequence risk. He highlights proposed cuts to Social Security and Medicare, a…
…
continue reading
What is the best age to get a plan in place?By Brian Ott, RICP, CLTC
…
continue reading
1
How Can Employers Effectively Manage Workers Compensation Claims?
5:22
5:22
Play later
Play later
Lists
Like
Liked
5:22
In this episode, our Phoenix health insurance agents will help you find the Medicare plan that best suits your needs. Contact the Arizona Medicare insurance brokers at Phoenix Health and Life Insurance today to find the perfect plan for you. Our brokers can help you find the right plans to supplement traditional Medicare coverage so that you have c…
…
continue reading
1
Financial Fees - Getting to the Bottom Line
18:04
18:04
Play later
Play later
Lists
Like
Liked
18:04
When it comes to managing your finances and planning for retirement, one of the most dreaded topics is fees. Whether you're investing in mutual funds or working with a financial advisor, fees are an inevitable part of the process. In this episode, Phil takes a deep dive into the world of financial fees, breaking down their types and explaining thei…
…
continue reading
Learn about all of the unique ways to fund the new Asset Based plans.By Brian Ott, RICP, CLTC
…
continue reading
During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.By Nick Jones
…
continue reading
During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.By Anthony Cangemi
…
continue reading
In this episode, we delve into the essential steps for securing your financial future as you approach retirement. We break down critical strategies for maximizing your savings, understanding Social Security benefits, and planning for healthcare costs. Join us for practical advice and insights to ensure a smooth transition into your golden years.…
…
continue reading
Are you prepared for retirement? Great question to be asking if you’re 50 and older. The number 1 fear for retirees is running out of money in retirement. Could an Annuity be a good fit for the portfolio and your plan is a question we will try and answer. Retirement age numbers you can use as a barometer to see if you’re on track. If you have any q…
…
continue reading
1
June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th ...
Gene and Alyssa answer buckets o’ questions: What are the rules for making gifts to children to then qualify for Medicaid? Is a rollover from a 529 plan into a Roth IRA taxable on your PA return? How can he gift money to his children from his IRA without paying income taxes? Her annuity earned 5% in 12 years. How is such bad performance even possib…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week's discussion is about milestone ages in retirement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or ca…
…
continue reading
Many of the reasons people claim Social Security before their full retirement age are flawed. In this show we scrutinize the most common reasons why people are claiming early. From "breakeven" analysis, to getting better returns elsewhere, to Social Security going bankrupt, the justifications are questionable.…
…
continue reading
During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.By Michael Mcguire
…
continue reading
In this episode, three new members of the Paladin Financial team share life lessons learned through their personal experience. Topics include first money memories, college education, finding your path and a peak behind the financial industry curtain.By the Paladin Financial Team
…
continue reading
In this episode, Fred Saide provides a comprehensive overview of annuities, their relevance in retirement planning, and the different types of annuities available. He discusses the importance of annuities in providing guaranteed income and addresses the significance of monitoring annuity purchases. Additionally, he emphasizes the need for comprehen…
…
continue reading
1
The conversation covers significant changes in retirement planning, including the impact of crypto regulations, technical glitches in the stock market, the transition from defined benefit plans to defined ...
52:46
52:46
Play later
Play later
Lists
Like
Liked
52:46
The conversation covers significant changes in retirement planning, including the impact of crypto regulations, technical glitches in the stock market, the transition from defined benefit plans to defined contribution plans, and changes in required minimum distributions. It also discusses strategies for maximizing retirement income and the implicat…
…
continue reading
1
Retirement planning has seen significant changes over the past 20 years due to shifts in the economy, demographics, technology, and regulations.
36:31
36:31
Play later
Play later
Lists
Like
Liked
36:31
Retirement planning has seen significant changes over the past 20 years due to shifts in the economy, demographics, technology, and regulations. The conversation covers topics such as the transition from defined benefit plans to 401(k)s, the importance of Social Security and Medicare, the need for increased revenue and reduced debt, the benefits of…
…
continue reading
Cryptocurrency has been a buzzword for over a decade, but what exactly is it? In today’s episode, Phil is here to answer your questions. Fresh from a conference focused on this digital frontier, he shares his insights on what crypto is, its underlying technology, and its potential place in your investment portfolio. Here’s some of what we discuss i…
…
continue reading
1
“BlackRock Billionaire Larry Fink says we should think more like Aussies”
53:56
53:56
Play later
Play later
Lists
Like
Liked
53:56
In this episode, Bill and Grant discuss how BlackRock billionaire Larry Fink says we should think more like Aussies, why so few are “living the dream in retirement”, and when Go-Go becomes No-Go, will you be prepared?”By Grant Dorhout
…
continue reading
1
Leadership and Legacy: How Kristin Beckholt Shaped Her Home Care Business
37:02
37:02
Play later
Play later
Lists
Like
Liked
37:02
Join us on this inspiring episode of "Home Care Hot Seat," where we explore the dynamic journey of Kristen Beckholt, a seasoned nurse who transitioned into a pioneering entrepreneur in the home healthcare industry. From taking a leap of faith by purchasing a franchise with her husband to navigating the complexities of business management and staff …
…
continue reading
1
Combatting Popular Excuses For Poor Financial Decision-Making
18:23
18:23
Play later
Play later
Lists
Like
Liked
18:23
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. From starting Social Security early to taking on too much investment risk, Wade offers insights into why these justifications often don't hold water a…
…
continue reading
1
Shunned by Family: How the Governing Body Controls Jehovah's Witnesses
14:33
14:33
Play later
Play later
Lists
Like
Liked
14:33
Send us a Text Message. In this gripping and emotional video, I share my personal journey of being shunned by my Jehovah's Witness family, orchestrated by the strict rules of the Governing Body. When my mother passed away, her devout sister refused to extend even a word of condolence, showcasing the harsh reality of shunning within the organization…
…
continue reading
1
Judy Heft on Transformative Financial Management, Outsourcing, & Mastering Money Mindfulness
32:10
32:10
Play later
Play later
Lists
Like
Liked
32:10
Ready to revolutionize your relationship with money? Tune in to this episode of Money Chic Financial Education with Shari Rash, where we feature Judy Heft, the inspiring founder and president of Judith Heft Associates. Judy shares her remarkable 28-year journey from providing bookkeeping and bill pay services for seniors to offering comprehensive f…
…
continue reading
After a brief epilogue on Tony Robbins’ out of touch financial advice (great tips if you’re “The Billionaire Next Door”, not so hot for the bottom 99.9999%), we delve into what may be the next great investment bubble, AI. Dave’s a big fan of Professor Scott Galloway, and he is predicting that the AI bubble will burst. So if you’re not quite ready f…
…
continue reading
In this episode we explore the world of fiduciary advisors. We'll break down what it means to work with a fiduciary and why it matters, and uncover the benefits of having someone legally obligated to put your financial needs first.By Cory Sickles
…
continue reading
During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.By Nick Jones
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week's discussion is about the tax increase for 2026. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calli…
…
continue reading
1
Potential Surprises in Retirement and how to Deal with Them
48:48
48:48
Play later
Play later
Lists
Like
Liked
48:48
On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show. If you have any questions regarding your retirement contact Guardian Investment Adviso…
…
continue reading
During this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.By Michael Mcguire
…
continue reading
This episode dives into buy-sell agreements, a crucial tool for business partners. We'll explore how life insurance and premium financing can work together to ensure a smooth ownership transition in the event of a partner's death or disability. Tune in to learn how to protect your business and your loved ones.…
…
continue reading
Don't wing it! In this episode we break down a step-by-step plan to map out your ideal retirement timeline, from maximizing your savings now to navigating Social Security and beyond. Get ready to turn your retirement dreams into a clear and actionable roadmap.By Rob Kirvan
…
continue reading
During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.By Greg Gunther
…
continue reading
Fred Saide discusses the challenges and statistics related to retirement planning, longevity, market volatility, and the unique challenges faced by women in retirement. He also addresses the importance of guaranteed income, annuities, and the need for comprehensive financial planning. The conversation delves into the impact of inflation, pay equity…
…
continue reading
1
If you want to retire in 2025, here's what you need to know
53:48
53:48
Play later
Play later
Lists
Like
Liked
53:48
In this episode, Grant and Jeff discuss if you want to retire in 2025, here's what you need to know, four ways life insurance can grow and protect your wealth, nine most common reasons people run out of money in retirement, and the five pillars of retirement planning.By Grant Dorhout
…
continue reading
1
The conversation covers the topic of retirement planning, financial regrets, and the role of annuities in retirement income planning.
52:32
52:32
Play later
Play later
Lists
Like
Liked
52:32
The conversation covers the topic of retirement planning, financial regrets, and the role of annuities in retirement income planning. It emphasizes the importance of early retirement planning and the impact of inflation and market volatility on retirement savings. The discussion also delves into the different types of annuities and their suitabilit…
…
continue reading
1
The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends.
34:14
34:14
Play later
Play later
Lists
Like
Liked
34:14
The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends. It delves into the impact of inflation, interest rates, and the role of the Federal Reserve. The discussion also explores the volatility of the stock market, the importance of managing risk, and t…
…
continue reading
