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Retire Smarter
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Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
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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 ...
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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With over 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 ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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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.
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Retirement Renegade Blog Radio provides audio updates from the retirementrenegadeblog.substack.com website, focusing on helping Americans secure their retirement abroad. Many find retiring in the US challenging due to political, economic, and social chaos and soaring living costs. The podcast offers a hopeful alternative, guiding listeners in their retirement planning toward an enjoyable retirement overseas.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Renovating Retirement With Charlie Jewett
Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
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Podcast by B.O.S.S. Retirement Solutions
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Podcast by Retirement Lifestyle Advocates
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A Podcast about retiring early, moving abroad, and living what we coined a "Better Second Half of Life." After working hard for over 25 years and raising our family, we retired early at age 50, we sold everything, and moved abroad from North America to begin our "Second Half of Life." We make our base on the beautiful island of Madeira, Portugal. As a healthy and fit, long-married couple who retired at 50 and moved abroad, we talk about all things retirement - from finances, new friends, ret ...
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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Why retire once when you can retire often? Hear real mini-retirement stories. See how mini-retirements can unlock work-life balance, purposeful living, and financial freedom.
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Podcast by Mark Falter
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12 years in service and a sad ending
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The latest business news from the FOX Business Network. Updated hourly from 5 AM - 6 PM ET
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
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10 fears of retirement by Alexander Pushman
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Before 1975, most Americans had two financial powers working for them as they headed up the financial mountain to retirement. 1. Accumulation 2. Actuarial Power in the form of pensions. Today, less than 10% of workers have a pension to look forward too and most of those are government workers. WHY you ask - because governments can afford the pensio…
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2024-09-22 Retirement Lifestyle Advocates Radio w/ Harry Dent
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Renowned economist Harry Dent discusses the implications of prolonged fiscal and monetary stimulation on the economy in an interview with Dennis Tubbergen on RLA Radio. Dent highlights the unprecedented $27 trillion in combined fiscal and monetary stimulus over the past 15 years, questioning the sustainability of such measures given the modest 2.2%…
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David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts.By Retire SMART LLC
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Creating Your Retirement Recipe- How To Find a Financial Advisor
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Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
1:33:48
1:33:48
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Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Socia…
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5 Crazy Things We Expats Find WEIRD About Our House In Portugal
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Send us a text There are SO many things we find WEIRD about our Madeira, Portugal, house that we just HAD to share them with you. In this latest vlog as an early-retired couple who moved to Madeira, Portugal, we take a light-hearted approach to showcasing the top 5 WEIRD things about life in Portugal as an expat, when it comes to housing. Listen to…
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5 Common Retirement Planning Mistakes We See
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One of the benefits of working with an experienced financial advisor is being able to lean on their years of working with retirees to help you avoid the same mistakes that many other people have made. We shared five of the most common planning missteps on our latest episode of Money Wisdom with Nicholas J. Colantuono, CFP®. Here’s some of what we d…
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How Does Inflation Affect Your Portfolio?
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Inflation is a hot topic these days, and it's impacting all aspects of our lives, including our investments. On the latest episode of the Retire While You Work Podcast®, our team discusses the current market conditions and explores the fluctuating effects of inflation on your portfolio.Don't forget to like, subscribe, and tune in for essential tips…
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Educating Future Teachers About the Dangers of the K-12 403(b) (#340)
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Scott and Dan have a heart-to-heart about new 403bwise.org tools to help pre-service teachers get wise to the 403(b) and teacher retirement plans. On-Demand Learning Module for Pre-Service Teachers YouTube video for Pre-Service Teachers Blog Post: Inoculating Pre-Service Teachers From 403(b) Sales Sharks Equitable SEC Settlement Our Pod on the SEC/…
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458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy?
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The happiness you experience is built through mindful, compassionate actions. However, in the second half of life, the quest isn’t for fleeting happiness anymore; it’s for something deeper: Joy. In this episode, we discuss: Happiness vs. joy 5 barriers to joy 5 practices to cultivate joy The power of relationships Today's article comes from our ver…
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It always amazes me that we can do all of our little errands and at the same time get terrific exercise. The papers and magazines are filled with articles that report about the effect of exercise on this or that disease. It seems like exercise is the only thing that is always recommended. I don’t think you can do too much.…
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Intentional Retirement Living with Fritz Gilbert
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In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys to a Successful Retirement, who has been retired for six years. Fritz discusses his journey to retirement, emphasizing the importance of physical fitness, financial planning, and finding purpose post-r…
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Daylight - The One Important Thing to Watch When The Market Goes Haywire
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"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…
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We all make mistakes from time to time. But what if your financial mistakes could be avoided with just a little insight? Eric shares some of the most common retirement planning mistakes people are prone to make and what you can do to save yourself from heartache. Here’s some of what we discuss in this episode: Understanding tax implications. Timing…
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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
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Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…
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I'm 55 years old, single, and I want to retire as soon as possible. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vis…
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#117 – Retirement planning chat with a "real" person, Alison
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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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In Too Good of a Position for Retirement?
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Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://…
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231 when to cancel life insurance, balanced vs. high growth super options, bring forward contributions + more
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In today's episode Glen and financial adviser Martin McGrath discuss your questions around: 👉 what to do with your life insurance as you age 👉🏼 balanced vs high growth asset allocation in super 👉🏽 non concessional contribution limits for super 👉🏾 is my super growing appropriately or am I being too conservative? Read Glen's article on private health…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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5 Critical Tax Planning Strategies for Your Retirement: Roth Conversions and Beyond
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Today, Kyle Hammerschmidt dives deep into the crucial topic of tax planning for retirement, focusing on Roth conversions, tax diversification, and essential strategies for those within 10 years of retirement. Tax planning is a vital, yet often overlooked, part of retirement preparation. By understanding how to manage your taxes effectively, you can…
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Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices
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In the debut episode of 401k Roundtable, we dive into Vanguard's latest "How America Saves" report, which sheds light on the latest trends in 401(k) plan design. We’ll discuss the report’s findings on plan effectiveness, rising participation rates, and the growing popularity of professionally managed allocations. Our guests share their insights on …
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Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
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43:47
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Monique aspired to retire early, and while she had faithfully saved throughout her working years, she wasn’t sure if she had enough to retire. After getting assurance from professionals, she took the plunge and quit working. Monique and James talk about the first two years of her retirement – how she’s been able to focus on her health and pursue so…
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How Kamala Harris’s Housing Plan Could Drastically Change Wealth Transfer
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In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. We explore the major changes proposed, including reducing the estate tax exclusion to $3.5 million, significantly increasing estate tax rates, and imposing new re…
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What constitutes a good life? Marc Schulz, co-author of The Good Life: Lessons from the World’s Longest Scientific Study of Happiness, highlights useful insights from the Harvard Study of Adult Development, which has been running for over eight decades. You’ll hear advice you can use in building your good life. Marc Schulz joins us from Bryn Mawr, …
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Six Lessons From Six Years of Retirement (from Fritz Gilbert’s Retirement Manifesto), Ep # 366
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Are you actually prepared to navigate the complexities of retirement? We’re exploring Fritz Gilbert’s Six Lessons From Six Years of Retirement, shared from his blog The Retirement Manifesto. One by one, we’ll walk through these lessons, keeping in mind that retirement is an evolving journey, not a static experience. For those who still need to opti…
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Episode 35 - United We Budget: Finding Financial Harmony in Marriage
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This week we are joined by David and Caitlin Carnes as they share candid insights on marriage and money. As the heat levels rise, they reveal how they navigated the Hot Ones Challenge and the even hotter topic of finances as a couple. From spending habits to the importance of aligning values, they talk openly about how they manage money together, a…
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Retirement Plan Decisions Once You Reach 64 1/2
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Hans and Robby are back again this week with a brand new episode! This week they discuss retirement decisions to make once you reach 64 1/2. 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@cardinalgu…
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Small Cap Value Investing (Part 1): Is This Popular Strategy Dead?
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Today I’m kicking off a two-part series on Small Cap Value investing. Specifically, I’m addressing three big questions: ➤ What exactly are small-cap value stocks? ➤ Why have small-cap value stocks, historically, outperformed most major asset classes? ➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the …
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Reflecting on the Historical and Financial Lessons of 9/11
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On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City. When I walked inside the world had changed. My colleagues were huddled around TVs watching the horrific, surreal footage from the terrorist attacks in New York. About a month later I was in New York for busines…
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A Strategy for a Wealthier, Tax-Free Retirement
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Sep 9, 2024 – Are you a high-income earner hoping to eliminate taxes for yourself and your heirs? In today’s episode of Lifetime Planning, Jim Puplava and Crystal Colbert explore a powerful strategy used by the wealthy to create a tax-free income stream...By fswebmaster@financialsense.com (Financial Sense)
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RRR006 - The 5 Key Risks to Your Retirement Portfolio Growth? [Preview]
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How is your investment portfolio going? Wish you had more money to squirrel away? Not sure about the package of forces hindering its growth? In today’s blog post, I identify 5 key risks that help explain why your retirement portfolio’s growth may not be optimal. These are not flash-in-the-pan challenges either. I’m Winn, the Retirement Renegade. Le…
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100. Plan Now, Retire Wealthy So This Doesn't Happen To You!
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19:54
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Have questions? Click Here What I discuss in this episode is something you do NOT want happening to you. Even though it is totally preventable, most people just don't get it. This is a true real life scenario I witnessed during the past month that is something everyone, no matter your age, needs to be aware of so you can prevent it. It's up to you …
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The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune.A…
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6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
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I frequently talk about what you should do to prepare for retirement and how to handle the years leading to retirement. But I rarely talk about what to do during retirement because I haven't experienced it. [bctt tweet="Retirement will be different than you expect. How? Learn more in episode #250 of Best in Wealth! #wealth #retirement #investing #P…
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Frances Benjamin shares her mini-retirement story and the transformative impact it had on her life. Before her mini-retirement, Frances was working multiple jobs and juggling the responsibilities of being a single mom. The catalyst for her decision to take a break was the pandemic and the realization that her daughter would soon be leaving the nest…
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30 Years of Financial Advice: Scott Carson's Tips and Lessons
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Welcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience. Scott, a senior wealth advisor at CarsonAllaria Wealth Management, shares valuable insights from his extensive career in financial planning. If you enjoyed this episode, make sure to check out…
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