We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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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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Martin Lewis answers your financial questions, offering valuable money-saving tips.
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Discover stories from real people who are living out their definition of a secure retirement.
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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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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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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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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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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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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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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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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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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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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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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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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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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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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Welcome to Insurance Agent Podcast! We are excited to help agents become the best at their craft. Our podcast is powered by the #1 Insurance Agent CRM, Alpha Agent CRM. This is a podcast for Insurance agents hosted by insurance agents. We know that being an insurance agent can be challenging, but we are here to help you overcome any obstacle. Tune in each week for new episodes packed with useful information that you can use to improve your businesses. Thank you for joining us on this journey!
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Welcome to How To Protect And Grow Your Money with Mark Tabron. If you’ve recently retired or are approaching retirement, then listen up, because on this show we’re going to provide you with essential information designed to prepare you for the financial challenges that lie ahead. If you want to learn how TO retire and how to STAY retired, you’re in the right place. Your financial future doesn’t have to be complicated, so we’re going to keep it simple on each show. Your host is Mark Tabron, ...
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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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We break down the wide world of annuities to help our listeners better understand annuities and how to use them as a powerful tool to create better retirement outcomes.
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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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Presenting Sar utha ke jiyo Tales: Our new video podcast series that celebrates inspiring stories of resilience and pride. Life can be uncertain at times and throw challenges that can put one’s plans off-track. But deep inside, we all have a strong spirit to bounce back and win over any challenges that come our way. In this video podcast series, we discover stories of unsung heroes from different walks of life as they talk about their journeys of achieving life goals, overcoming challenges a ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Laura Adams provides short and friendly personal finance, small business, real estate, and investing tips to help you live a richer life. Whether you're just starting out or are already a savvy investor, Money Girl's advice will point you in the right direction.
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Podcast by Annuity TV with Rich Nulph: Podcast Edition
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The Income For Life Show, powered by Folds Of Honor. Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show! Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show. The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to ...
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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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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
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We're here to help seniors navigate two of the most confusing yet important things they will sign up for: Medicare and Social Security! This journey will be about that and much more. Dave Miller is on a mission to avoid confusion among seniors and help them live the best version of their Golden Years as possible. This podcast will help you avoid costly mistakes, assist you in decision making during annual enrollment. From time to time we will explore other VITAL areas of retirement and have ...
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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.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
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1
Stopping Retirement Losses & Building More Control & Security
Mark Rogers, Financial Educator of Two Room Schoolhouse
Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
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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.
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling 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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WTTW11 and PBS's three-part series about planning for retirement.
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1
237 - The Future of Retiretech With Michael Kalen
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22:14
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In this episode of That Annuity Show, the hosts discuss the latest headlines in Retiretech and interview Michael Kalen, the CEO of Covr. They explore the impact of technology on retirement planning, the role of annuities in financial planning, and the changing landscape of the industry. They also touch on the influence of regulation and the potenti…
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1
Start Acting Annuity Rich (Wear a Suit!): Shootin’ It Straight With Stan (TAM Classic)
9:27
9:27
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In this episode, The Annuity Man discussed: Acknowledging your wealth The scars of scarcity Should you be worried about inflation Setting up contractual guarantees Key Takeaways: Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today who have $400 to their name and are struggling. Ackn…
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Who Should Buy a Single Premium Immediate Annuity (SPIA)?
14:01
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Laura answers a listener’s question about whether a single premium immediate annuity (SPIA) is right for her mother’s retirement portfolio. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Faceboo…
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In this video, we explore the basics of annuities, life insurance, and long-term care (LTC). Discover the different types, benefits, and considerations for each. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.By Tim Stearns, CFP®
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The Medicare Bubble Has Burst, says David Wainer, writing for the Wall Street Journal...and yes, even here...inflation strikes again. For years, the privately run Medicare Advantage business generated big profits for health-insurance giants. Costs are rising while regulations are increasing. Will Medicare go bust? We'll review the facts in the Mark…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Daily IQ Retirement Brief 8/23/24
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Laura answers a listener's question about starting a Roth IRA for teenage children who work part-time jobs. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Facebook and Twitter, or subscribe to t…
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1
Tailoring Your Financial Jersey for a Perfect Retirement Fit
1:16:06
1:16:06
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Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail, from numbers to names, can define your financial future. As usual, we’ve got some fun getting-to-know-you questions to kick off the episode and inspiring quotes of the week to share with you today. We’ll also discuss a recent MarketWat…
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How much does it take to be considered rich in the United States in 2024. Recent surveys by Schwab and other pollers have found that over half of millionaires do not consider themselves rich or wealthy. We;ll examine why in a fascinating report in the Market Intel Segment, and then review how live and feel richer without the risk of markets, real e…
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Daily IQ Retirement Brief 8/22/24
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We often hear people express similar complaints about their financial situations. Let's see if most of these complaints are legitimate or if people are focusing on the wrong things... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
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1
Diversification, IRA's and Timing Your Social Security
28:30
28:30
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Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-traded funds, rolling over a Simple IRA to a Roth IRA, and the timing of retirement in relation to Social Se…
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PPR 206_Retirement Credit Card Travel Hacking
29:13
29:13
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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1
How long are people living today and how do bull and bear markets impact your retirement plan
15:48
15:48
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In this week's episode, we'll explore the facts about longevity and how you need to plan for living longer than you think. What are the top 8 factors that help with longevity? What is the difference between a bear market and a bull market? How do bears and bulls impact your plan? Isn't it time to get answers to the tough retirement questions now? J…
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According to Fidelity, retirement accounts are the highest they have been since 2021. In fact, Gen X has higher balances than the Boomers! This may seem like a great thing, which it is...but watch out! Those approaching retirement with large retirement accounts should watch out for a huge pitfall known as "sequence risk."…
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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
54:46
54:46
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Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…
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About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain money moves in 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/…
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1
Best Bits: Student Finance tips | Tell Us your budget wedding stories
1:07:27
1:07:27
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Martin’s off air for the next few weeks so it’s a chance to revisit some of the best bits of the year so far. Martin explains all you need to know about student finance, what you could be entitled to, and how much you will pay back. We also hear our listeners’ best budget wedding stories.By BBC Radio 5 Live
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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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It's a fact checker Wednesday!! Today we'll uncover some facts and shed light on some of the biggest fallacies in the political and financial world. For even more factual detail on the area of Medicare and Health Insurance, Shelley Grandidge joins us. Don't miss it, MASTERING MONEY is on the air!!!
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Daily IQ Retirement Brief 8/21/24
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6 Money Moves to Make When Interest Rates Drop
11:17
11:17
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Laura reviews smart money moves to improve your finances when the Fed cuts interest rates. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for…
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Maximizing Value In Mergers And Acquisitions With Brian Summe
20:32
20:32
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Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their ex…
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Rate cuts could be coming in September, so why isn't Wall Street celebrating?
53:57
53:57
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In this episode, Grant and Bill discuss that an interest rate cut could be coming in September, so why isn't Wall Street celebrating, Social Security is about to hit the breaking point, and what you don't know about probate could hurt you.By Grant Dorhout
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Daily IQ Retirement Brief 8/20/24
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Kamala Harris says the reason we have inflation is price gouging by those nasty evil corporations—the same ones that most people are EMPLOYED BY-- and that almost everyone invests IN with their 401ks. In today's Market Intel Segment, we'll learn what the food industry has to say with hard evidence. They are pushing back hard on Harris’s unfounded c…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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1
6 Retirement Financial Myths to Avoid, Ep #101
15:04
15:04
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Sheryl Rowling over at Morningstar wrote a great piece on financial retirement myths that you shouldn't fall for. I go through each point in the video as well as add in my own thoughts. You can read the whole thing here: https://www.morningstar.com/personal-finance/6-retirement-financial-myths-avoid
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I guess the question should be is, how should my retirement look. What can I do and how will I live my retirement years. That takes planning. Here is some good advice...listen.By Doug Horne
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#140. Buying a home is not an investment, it's location, location, location
1:14:22
1:14:22
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Rent or buy? How much as a down payment? Most Americans have most of their net worth in their home equity. In this episode, Aaron and Trishul discuss the pros and cons of making a down payment and buying a home. Is it worth making a larger down payment to lower the monthly mortgage? Is it dependent on the growth assumptions of various asset classes…
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Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind? 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 Privac…
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1
PPR 209_The Best Places to Retire in The US
23:01
23:01
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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Daily IQ Retirement Brief 8/19/24
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Welcome to Part 2 of a 3 part series. If you missed Part 1 the link is in the description below. Get a pad and pen ready as Greg and I pick up where we left off on the previous edition. 2025 will have a lot of changes. This is part 2 of a 3 part series. Part D is the biggest change. No more Tier 1-2-3 or 4 and FINALLY say GOOD BYE to the FAMOUS "DO…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.By Nick Jones
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Losing a spouse is a devastating event, compounded by the complexities of navigating financial matters alone. This episode provides essential guidance on protecting your financial future, including understanding your options, safeguarding assets, and creating a sustainable financial plan. By taking proactive steps, you can build resilience and secu…
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Estate planning is often overlooked, but it's crucial for protecting your loved ones and assets. In this episode, we'll uncover common estate planning pitfalls that could cost you dearly. Discover how to create a comprehensive plan that ensures your wishes are fulfilled and your family is taken care of.…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Welcome to our latest episode where we sit down with esteemed attorney Don Cosley to delve into the intricacies of legal financial planning. From estate planning to understanding your rights in financial matters, Don offers invaluable insights and practical advice to help you navigate the complex legal landscape. For more information contact Tim St…
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Charitable Distribution From IRA - No Income Tax
28:36
28:36
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Hans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income tax. 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@cardinal…
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During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.By Michael Mcguire
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In this episode, we dive into the top nine regrets commonly expressed by those in retirement. From saving habits to spending decisions, we'll uncover valuable lessons to help you avoid these pitfalls and create a more secure financial future. Armed with this knowledge, you can confidently navigate your retirement journey and make the most of your g…
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In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore welcome guest Kari Ebel to the show. Using her knowledge as a Physician Assistant, Kari explores the unique challenges and opportunities faced by those managing long-term health issues. Together, we bridge the gap between health and finances for listeners and discover ho…
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236 - Finding Success In Worksite Marketing With The OneKonnect Team
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In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisors in the insurance industry. The guests, Ash Rofail, Yuval Sternshos, and David Cohen, the management team of OneKonnect, discuss the role of technology, data, and AI in improving the user experience,…
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