show episodes
 
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.
  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
 
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
 
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
 
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
 
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
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
  continue reading
 
Artwork

1
Financial Residency

Financial Residency Network

Unsubscribe
Unsubscribe
Daily
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
  continue reading
 
Artwork
 
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry 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.
  continue reading
 
Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
  continue reading
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. 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.
  continue reading
 
Artwork

1
Retirement Roux with Simon & Simon Financial

Gerald Simon, Chad Simon, Grant Simon

Unsubscribe
Unsubscribe
Monthly
 
Gerald, Chad, and Grant Simon 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 ...
  continue reading
 
The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the ...
  continue reading
 
Artwork

1
Digital Profiler

Digital Profilers

Unsubscribe
Unsubscribe
Monthly
 
Digital Profilers offers promotional services to help brand your Web 3 blockchain projects giving it the visibility and branding it needs. Crypto Bee Education works with CollabifyNFT to bring beginners crypto education and news about upcoming NFT projects.
  continue reading
 
Loading …
show series
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Curtis May with Practical Wealth Solutions joins us today to talk about his 6 Princip…
  continue reading
 
Coming up on this edition of Retire Smart Maryland, How can you find a financial advisor? And not just any financial advisor, but find the right financial advisor who's a good fit for you. We're going to walk you through the steps to make sure you're doing just that. If you have any questions about your retirement scenario call Elite Income Advisor…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Preston Crouse joins us today to talk about his experience buying a home and to give …
  continue reading
 
In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also …
  continue reading
 
In this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics including the market update, the Trump assassination attempt, and the appointment of JD Vance as Trump's VP. They also delve into the concept of speculative bubbles, using examples from history such as the dot-com bubble and the housing bubble. Joe warns list…
  continue reading
 
In this episode of Cruising Through Retirement, Kevin Brucher discusses low-risk investments for boosting income and profitability in retirement. He emphasizes the importance of managing risk and making rational decisions in volatile markets. Kevin explores the benefits and risks of real estate investments, including rental properties and real esta…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. You have a couple options if you cannot be present at the scheduled time for closing.…
  continue reading
 
A solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST’s Revamping Retirement podcast, hosts Jennifer Doss and Pete Ruffel delve into Hueler’…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter delves into the personal side of financial decision-making by exploring …
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter dives into four essential financial habits for new physicians transition…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Doug explains the goal and use of an impound/escrow account. Basically it builds a cu…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Dr. Lisha Taylor, podcast host of WealthMindedMD, joins us to talk about 5 important …
  continue reading
 
On today's show, we'll answer the question, should I continue to invest once I retire? That's coming up right now on Retire Smart Maryland Radio. If you have any questions about your retirement situation call Elite Income Advisors 800-653-8404 or click here to visit our website. Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare, See omnystud…
  continue reading
 
On this edition Of Plan Today Own Tomorrow, how can you find a financial advisor and not just any financial advisor, but the right financial advisor for you? Today we will walk through the steps to make sure you're doing just that. If you have any questions about your retirement situation call Guardian Investment Advisors 800-517-1575 or click here…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Doug explains how a declining market might impact getting a mortgage on a new propert…
  continue reading
 
In Episode 153 of Money Matters USA, Fred Saide discusses the importance of working with a financial professional and the benefits it can bring. He highlights studies that show the significant impact of working with an advisor, including higher returns and better long-term financial outcomes. Saide emphasizes the need for a written retirement plan …
  continue reading
 
In this conversation, Joe Murphy discusses the risks that retirees face and the importance of hedging against those risks. He highlights five major risks: social security reduction, health impairment, market risk, longevity risk, and legacy shortfall. Joe emphasizes the need for retirees to plan ahead and hedge against these risks to ensure a succe…
  continue reading
 
In this conversation, Kevin Brucher discusses the importance of finding the right financial advisor and shares tips on how to do so. He emphasizes the need for trust, a fiduciary standard, and proper licensing. He also highlights the benefits of getting a second opinion and the value of experience in making sound investment decisions. Kevin provide…
  continue reading
 
Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop. Fulton County Public Schools 403(b) Plan Learned by Being Burned - Short pod series about how teachers got burned then got wise to…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Explore essential strategies for achieving financial wellness with James Nutter in an…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Join James Nutter of I Am Wealth as he guides physicians through mastering their fina…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Jon from Contract Diagnostics addresses a physician’s query about the implications of…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode, Doug Crouse discusses a rare but costly mistake made by a borrower w…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Darick Hensel with Wintrust Mortgage has been helping people get into homes for 20 ye…
  continue reading
 
On this week’s show we look at the landscape we are currently in and how important being ready financially is for retirees and pre-retirees. Artificial Intelligence(AI) is here to stay and we will discuss what that means for financial planning. We will also give you important questions to ask when considering working with a financial advisor. If yo…
  continue reading
 
On this edition we dig into investing and timing. Should you continue to invest after retirement? Asset allocation as you enter into retirement can be key and we will tell you why that’s the case. Once you retire withdrawing money from accounts has a science to it and the science may be different depending on your situation. If you have any questio…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Today, Jon from Contract Diagnostics explains the process of transitioning to a new j…
  continue reading
 
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
 
The 403(b)ill of Rights is one of the first 403(b) blog posts Dan ever wrote. It first appeared around July 4, 2000. Over the years we have made incremental improvements to it. What follows is a refresh. The new Amendment 12 may be considered radical. Frankly, it's radical that it is even needed. 403(b)ill of Rights Refreshed Learned by Being Burne…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. How would you like to be more financially organized than you’ve ever been before? Wou…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. As part of the financial wellnenss 101 series, James wanted to re-air an episode that…
  continue reading
 
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Today, Jon Appino talks about two stories from clients to illustrate this. First, a p…
  continue reading
 
Loading …

Quick Reference Guide