Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
Manage episode 431602500 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Are you ready to get answers to some BIG retirement questions?
Questions such as:
➤ What role does the equity in my home play in my retirement plan?
➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance?
➤ Are closed-end funds a good investment?
➤ How do I properly evaluate pension vs. lump-sum decisions?
Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney.
I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.
***
FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter :)
👉 Click here to subscribe and grab your cheatsheets.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
205 episodes
Share
Manage episode 431602500 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Are you ready to get answers to some BIG retirement questions?
Questions such as:
➤ What role does the equity in my home play in my retirement plan?
➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance?
➤ Are closed-end funds a good investment?
➤ How do I properly evaluate pension vs. lump-sum decisions?
Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney.
I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.
***
FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter :)
👉 Click here to subscribe and grab your cheatsheets.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
205 episodes
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Similar to Stay Wealthy Retirement Podcast
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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