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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 th ...
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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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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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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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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Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski

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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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NerdWallet’s objective finance journalists answer real-world questions empowering you to make smarter decisions with your money and help your finances thrive. The Nerds are your resource to make the most of your personal finances, while cutting through the clutter and misinformation of today’s economic news and advice. You’ll get clarity on strategies to help you build your wealth, invest wisely, shop for financial products, and plan for major life events. By the end of each episode, you’ll ...
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Have you ever thought how cool it would be to eavesdrop on the FBI? On FBI Retired Case File Review, host Jerri Williams, a retired agent herself, is on a mission to show you who the FBI is and what the FBI does by interviewing her former Bureau colleagues who share personal stories about the Bureau's most intriguing and high-profile cases, as well as many you've never heard of. Listen in on their conversations and experience what it’s like to hunt down a serial killer or terrorist, catch a ...
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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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The Upshot pulls back the curtain on your favourite sports and dives into all the stuff BBC and Sky wouldn’t touch with a bargepole: drunken antics, dressing room squabbles and the simmering sexual tension of the French football team.Check out our semi-legendary newsletter that goes to 100,000+ subscribers: http://www.upshot.email?utm_source=poddescriptionAnd our Twitter account, where we dig into the archives and spill classic tales from the past: http://www.twitter.com/upshottowers Hosted ...
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The Holistic Accountant

Stuart Wemyss & Mena Abraham

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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement

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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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Gold & Silver Central is your #1 resource on precious metals. Did you know that due to the tax-saving component, buying gold and silver through your 401K or IRA account is one of the best ways to invest in the precious metal asset class? Sadly, most Americans have no idea how it works or how to get started. And that's where we come in. With over 20 years of experience, our team aims to provide the best information to help you diversify with alternative investments and protect your retirement ...
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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.
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
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Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near reti ...
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The Wise Money Show™

Korhorn Financial Group

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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represent ...
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Retire At Peace

Gerald G Ginwright

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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.
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Gold IRA Association

Gold IRA Association

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Welcome to the Gold IRA Association Podcast, your #1 resource for all things related to Gold IRAs. Each episode dives deep into the essentials of investing in gold for retirement, with insights from leading experts in the field. Discover the benefits of diversifying your retirement portfolio, learn about the latest regulations, and get practical tips on managing your Gold IRA effectively. Whether you're a seasoned investor or just starting out, this podcast will equip you with the knowledge ...
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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Gaining Perspective

Advisor Perspectives

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
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Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of ...
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This show is for 20-somethings who want to expedite their journey to financial independence. Have you ever asked yourself, “If money wasn’t an issue, what would I do with my life?” If not, think about it because you’ll need an answer sooner than you think, but my guess is, you have. You’ve thought about an alternative career path, starting your own business, or spending more time developing your hobbies but the major factor holding you back is money. I want to solve that problem for you. On ...
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Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
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The only Mental Health podcast that shares honest and authentic accounts of living with mental health issues, that's also hosted by individuals fighting the same fight you are!Providing information and resources for help with a heavy dose of humor and entertainment. Helping you find hope and the strength to fight on.
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Avocado Toast Podcast

Avocado Toast Podcast

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The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
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HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
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The Fiscal Physical Podcast

Ryan Nelson & Aaron Hoisington

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Welcome to The Fiscal Physical Podcast, where financial empowerment meets expert insights! Join host Aaron Hoisington in dynamic conversations with Ryan Nelson, owner of Alchemy Wealth Management and author of "Your Fiscal Physical." Whether you're a finance novice or a seasoned investor, each episode demystifies financial concepts, providing practical tips tailored for every stage of your financial journey. Our engaging discussions aim to make finance accessible and exciting for everyone.
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Main Street Business

Mark J Kohler and Mat Sorensen

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Get ready to learn from two of the top tax attorneys, investors, and entrepreneurs in the business! TAX AND LEGAL 360 Secure your tickets to my most significant tax & legal event of the year! The Ultimate Tax and Legal Conference Phoenix, AZ - Nov 30 thru Dec 2 CPAs, Attorneys, Business Owners, AND Entrepreneurs! You don't want to miss this event! CLICK HERE TO GET YOUR TICKETS! Whether you're a seasoned business owner or just starting out, Mark and Mat make it easy to understand even the mo ...
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The Finance Bible

Zeke Guenthroth and Oscar Don

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The Finance Bible podcast is your guide to helping you reach Financial Freedom, learning new concepts one episode at a time. Zeke Guenthroth & Oscar Don dive into a variety of different finance based topics, including but not limited to investing, investment properties, saving, budgeting, shares, crypto, interest rates, inflation, wealth and debt with a new episode launching every week. You can be sure to tune in and learn how to accumulate wealth over time. DISCLAIMER:The information in thi ...
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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 ) Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 ) Is there a simple way to estimate what your total taxes will be for the year ( 19:28 ) Could it make sense to …
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Join the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions! Planning and optimizing RMDs is an often overlooked strategy for many retirees. Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to t…
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There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save? ➤ How do I optimize my tax bill and avoid overpaying the IRS? ➤ When do I take Social Security? ➤ What should I invest in? (And what should I avoid?!) The list goes on. And while you’ve likely read (or heard) helpful answers to m…
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Learn to maximize retirement savings with tax diversification by balancing your Roth and traditional IRA contributions. 00:27 This Week in Your Money: What are expense ratios? How do you decide between a Roth and traditional 401(k)? Hosts Sean Pyles and Sara Rathner discuss understanding investment terms and retirement account options and strategie…
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With retirement in the near future, have I accumulated enough to call it quits in a secure fashion? 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 pr…
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Working past age 65 has its benefits, though it can cause confusion when transitioning onto Medicare. We're discussing the biggest mistakes you need to avoid when getting onto Medicare while still working on this episode of the Wise Money Show. With Health Insurance Advisor Ben Bulgrien. Season 9 Episode 36 Have a question you want to have answered…
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Change is happening all around us at an accelerating rate. To exploit that change, rather than be exploited by it, professional advisors need power and capability that is protected by true independence. My guest today is a pioneer of the business model that was created to deliver that combination, what is now called outsourced chief investment offi…
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While April has been bumpy for the stock market, it hasn't given investors a clear sign in either direction whether to buy or sell, depending on the investor's situation. On this podcast, Karl Eggerss gives an update on the current environment and how he's managing portfolios. Topics discuss on this podcast: Buying and selling stocks Election Feder…
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After changing jobs several times over the last decade, I find myself in need of some account consolidation. 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 a…
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Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they…
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Diversification is a core principle of sound investing, but building a diversified portfolio is much easier in theory than in practice. In the recently published “2024 Diversification Landscape,” portfolio strategist Amy Arnott of Morningstar took a deep dive into the diversification potential of several major asset classes. As advisors build their…
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In the latest episode of the Money Wisdom podcast, hosts John Stillman and Jake Doser, CFP®, serve up a delicious 'acronym salad'—a mix of financial terms that often leave even the savviest investors scratching their heads. If you’ve ever stopped to think about what an acronym meant, this episode will help clear up some of the jargon. No matter how…
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The multi-trillion-dollar ESG fund industry faces a regulatory problem. By the end of 2025, funds with net assets of $1 billion or more must comply with the amendments to SEC Rule 35d-1, better known as the “names rule.” It requires funds with names that include ESG terms have at least 80% of the fund invested in assets that aligned with those term…
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As I'm set to turn 62, I'm thinking about retiring. 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 visit: https://www.…
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==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- The truth is: F…
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This podcast episode focuses on various financial topics, health tips, and investment strategies discussed by certified financial planner Chad Burton. In the episode, Chad provides insights on the current market trends, including the impact of tech earnings, interest rates, and inflation on investment decisions. He delves into the importance of div…
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In this episode of the Main Street Business Podcast, Mark J Kohler shifts the idea of buying a car strictly for the write-off into reverse and emphasizes the importance of having a vehicle that aligns with your business needs. Here are some of the key points that Mark unpacks: A breakdown of the pros and cons of business owners buying a vehicle. An…
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Quarterly Update time! Sam and Johnny sit down to talk about what they've been up to the last 3 months and what's the plan for the next 3. Johnny talks visiting family, being in the worst shape of his life while on the opposite end Sam discusses living essentially alone but in the best shape of his life. Afterwards, the guys go Patreon only for fin…
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Today’s technology-driven landscape makes it easier than ever for RIAs to embrace automation across their tech stack and supercharge their businesses. Advisors can save time and minimize errors by using trading and rebalancing tools, portfolio management and CRM systems to manage accounts. Automation in data analysis also frees up time to provide m…
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Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the …
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Learn how scammers deceive victims by using AI for voice cloning and learn how you can protect yourself from other AI-related fraud. How can you protect yourself from AI-driven scams that target your finances? What new scams are happening as technology advances? Hosts Sean Pyles and Sara Rathner discuss the alarming use of AI in scams and the futur…
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With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest 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 …
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Today we are answering your questions about high yield savings accounts, why you actually need to write down your financial plan instead of just having it in your head, wether or not you should start a 529 if you are going to be an older parent when your kid goes to college, and if you should take out a mortgage when buying a house or raid your tax…
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Join Zach and George for Extra Shot, our Thursday pod spilling the funniest stories in sport this week. On the pod: Boxers marrying porn stars, gun-wielding gangsters stalk New Zealand’s rugby league, and is Mark Clattenburg being held hostage? Links from the pod: Wine drinking marathon runner: https://twitter.com/NikHunt_/status/178286125987384967…
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In this week's episode, we'll discuss what the "magic number" is for 2024 to retire comfortably. What do you NEED for income? Where does happiness come from in retirement? How can you plan for what your 401(k) or IRA will "buy" for you in retirement? How is it possible to offset inflation in the future? Isn't it time to get answers to the tough ret…
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With nearly 4.5 million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services. He did this research on behalf of Equitable to look at …
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Are Joe Namath and William Shatner giving you the best possible advice about Medicare? During the Medicare Open Enrollment period last fall, you probably saw TV ads for companies selling Medicare Advantage Plans featuring these and other senior celebrities. That's because, under most circumstances, the Open Enrollment period is the one time per yea…
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Casey and Jarrod take you behind the scenes of their acclaimed CE Presentations. They discuss tangible takeaways and the intangible benefits that can propel your career to new heights. Discover how their presentations go beyond the ordinary, offering a unique blend of motivation, inspiration, and practical knowledge. If you're looking to book speak…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 2: EDU #2417 appeared first on The …
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Sarah Wilkinson is a passionate advocate for Veterans and Mental Health. On this episode Deny and Sara dive into Sarah's compassionate approach to supporting those in the throes of mental health challenges and the art of showing up, and most importantly, listening. In this episode Sara discusses her views on advocacy and her own journey in healing.…
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Learn how investors use artificial intelligence to make decisions. Plus: AI’s current capabilities and limitations in finance. How does AI affect investment decisions? What are AI’s limitations in finance? Hosts Sean Pyles and Anna Helhoski explore these questions and more with Sam Taube, an investing writer at NerdWallet, who shares insights on AI…
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We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think? 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…
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==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Let’s face it: There are a lot of precious metals IRA providers out…
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Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeepe…
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Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it, what it does for you, and so much more. That’s why I’m busting the 10 most commonly perpetrated Medicare myths so you’ll know how to discern fact from fiction—and put your mind at ease. You will want to hear this …
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Tired of the endless rants about the rich getting richer and the perceived lack of opportunities? In this video, I break down how even those on a low salary can become millionaires through patience, disciplined investing, and a positive mindset. My no-nonsense approach dismantles excuses and offers a refreshing perspective on building long-term wea…
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As someone pursuing early financial independence, it is almost guaranteed that over time, a lot of your wealth will come from investment growth but as we all know, it takes money to make money. The first $100,000 of your net worth is a lot of hard work: you need to make income, live below your means, and aggressively save. And through all of this, …
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In this episode, Stuart and Mena dive into the different finance solutions available for asset finance and discuss the pros and cons of each option. They start by outlining the main types of asset finance: Chattel Mortgage - The lender takes a mortgage over a specific asset like equipment or vehicles and provides funding secured by that asset. This…
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Large international index funds do not account for geopolitical risk. Corruption has costs, and in this age of conflict with rising tensions in the Middle East, Russia, Ukraine and elsewhere, investors are faced with a daunting landscape while US markets are near highs. Should investors ride the momentum or transition and rotate to sectors that rep…
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