Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
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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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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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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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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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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
Dalene Higgins
Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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Retirement Lifestyle Show
with Roshan Loungani, Erik Olson & Adrian Nicholson
Roshan Loungani, Erik Olson & Adrian Nicholson
With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You'll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Welcome to the Serving Seniors Podcast, the show dedicated to helping you thrive in your retirement years. In each episode, we'll explore topics, share tips, and invite experts to provide valuable insights that will empower you to make the most of your golden years. So, whether you're just starting your retirement or have been enjoying it for a while, here's some helpful insight on how you can survive AND thrive in your golden years!
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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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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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Welcome to the Farming Without the Bank podcast, the show with a no-B.S. approach to money, hosted by a farm strategy expert and authorized IBC practitioner. Join us as we get real and expose the flaws of traditional financial institutions in order to help farmers take control of their finances, create peace of mind, grow their wealth, and leave a legacy. https://www.farmingwithoutthebank.com/
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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American Legacy Businesses Report: The Next Wealth Frontier is the weekly podcast where we delve into the opportunities and strategies for investing in undervalued small businesses. Hosted by expert leaders Scott Hauck and Heidi Diemer from Legacy Capital Fund, each episode features expert insights and guests exploring paths to to capitalize on the current economic landscape, the impending retirement wave of legacy business owners, and the unique landscape of private equity investments. Subs ...
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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Podcast by Kelly Stenka
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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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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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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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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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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Reignite Your Retirement: Discover, Re-Inspire, Thrive with 'Don't Retire, Reinspire' Join us on 'Don't Retire, Reinspire' for an engaging exploration of the baby boomers' journey into retirement. We’re here to redefine retirement with purpose and challenge outdated retirement stereotypes. Our podcast dives deep into living life to the fullest, offering heartwarming retirement stories and actionable advice to help you thrive in this new chapter. Expect insights on creating a vibrant, meaning ...
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Welcome to Colorado Aging Allies, where we explore the journey of aging in Colorado through insightful interviews and discussions. Join us as we empower seniors, their families, caretakers, and those approaching retirement with valuable insights and resources for navigating the challenges and joys of later life in our vibrant state. To reach out with questions or suggestions on future episodes please send an email to coagingallies@outlook.com
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Nickels and Dimes: Finding Financial Freedom with Natalie Kime is a podcast dedicated to helping the sandwich generation achieve financial literacy and security. Hosted by financial professional and coach Natalie Kime, this show provides practical guidance and empathetic support for individuals juggling the competing financial demands of caring for aging parents and children while planning for their own comfortable retirement. Natalie's mission is to empower her clients to set and achieve th ...
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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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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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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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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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Join Frank Fantozzi as he takes a personalized approach to everyday financial topics from retirement to estate planning, charitable giving, succession planning, investments, and tax planning. In an industry focused on rates of return, Frank and the team use a unique perspective of striving to help clients reach their Return on Life®. What does that mean? Listen to Frank Wealth Insights to find out.
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Seeking fulfilment and purpose in your life? The intention of this podcast is to encourage you to focus on your WHY which will enable and empower you to achieve your desires. Creating positive, global ripple effects, guests from all walks of life and at differing stages in their business, career and life speak with podcast host, Amy Rowlinson, sharing their unique perspectives on purpose in relatable, uplifting and inspiring conversations. Have a Purpose. Have a Plan. Focus on WHY.
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Wealth Talks podcast is an educational podcast that helps you build Wealth in all areas of your life. Increase your Financial IQ, develop personal growth, and create a lasting legacy all while getting exposed to the strategies that successful people are using. You’ll get actionable strategies and intelligence that you can immediately put to use to start creating real and lasting generational wealth. See more on our website: https://www.life-benefits.com/podcasts
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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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Having hosted the Aging aint for Sissie's podcast for two years, I wanted to expand what I could discuss. This podcast will touch on the fun of aging and whatever has crossed my mind! Please join me as I walk through life! #retirement #travel #fun #aginggracefully Link in my bio! Listen now! #insidemarcysmind #aginggracefully #retired #retirementpreperation #aging #retirementplanning www.insidemarcysmind.com
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Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
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Aging Well: Finding Beauty in the Gray is a podcast for everyone in or approaching the retirement years. There’s a lot to unpack here apart from the financial planning component, and we’ll do just that. We’ll explore new interests, priorities and goals and finding purpose for ourselves and in our relationships. Join me each episode as I share stories and chat with guests learning to live their best next act, lives. Have a question or comment? Please reach out to me, Hugh Willard, at willowwa ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Whether you're already retired, on the brink of retirement, or simply curious about the future, join us on this journey in Courageous Retirement: Finding Fulfillment Beyond the Workplace. Through insightful conversations, stories of courage and resilience, and practical wisdom rooted in biblical truth, Courageous Retirement will empower you to see this best season of life not as an end but as a beginning—a chance to boldly make a difference in a world that shuns God's truth. Join us and disc ...
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Investing in Real Estate publishes three times a week! It's a show hosted by Clayton Morris with a laser focus on buy and hold rental properties in order to create passive income. Clayton shares tried and true methods for acquiring rental real estate, building net worth, and accelerating your financial freedom. This podcast utilizes expert interviews, case studies with normal everyday investors, and Clayton's own methods for achieving passive income. If you want to learn how to acquire turnk ...
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Episode 10: Journeys of Healing: From Personal Wellness to Publishing a Legacy
29:23
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In this inspiring episode of ‘Don’t Retire, Reinspire,’ host Lyn Nikoloff sits down with Warren, who transformed his personal wellness journey through cancer into a powerful book that documents their family history. Join us as we explore how writing became a tool for healing, self-discovery, and legacy building. Discover the profound impact of stor…
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By Erick Arnett
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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
40:46
40:46
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If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can …
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The Importance of Legacy Planning in Retirement
19:21
19:21
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This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely. F…
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Building a Meaningful and Tax-Efficient Legacy
19:41
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Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement. CLICK HERE TO BOO…
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Ep. 266 - Four Reasons I Don't Like LLCs for Farming
19:52
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Here are the four things I run into when I see farms in LLCs. There are good reasons to have an LLC, but unless you do your setup and maintenance right, you will actually be hurting further generations. Audio Production by Podsworth Media - https://podsworth.com
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Curious about whether an annuity is the right choice for your retirement plan? Join us as we sit down with Mark Fricks, who breaks down the benefits and potential pitfalls of annuities and other common questions Mark receives from his listeners. This episode will touch on topics like Social Security, pension planning, ex-spousal benefits, federal e…
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Lessons to Getting to a Profitable Laundromat Business - Episode 89 (Classic Episode)
44:16
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We are joined by Jordan Berry, a laundromat business owner with nearly a decade of experience in the industry. Jordan shares his journey from being a pastor to venturing into the laundromat business. He shares his initial challenges with the first laundromat acquisition, including buying a fixer-upper that didn't meet the promised numbers. Jordan a…
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Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to includ…
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1084: How to Retire Early Step-by-Step - Episode 1084
7:38
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Your parents and grandparents probably lived by the idea of working hard at a 9-5 job, saving money inside traditional savings accounts and a 401k, and then enjoying the fruits of their labor at retirement. But so much has changed in our society in recent generations, and most people today are not seeing healthy retirement balances. Today we’re goi…
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Things To Consider In Each Phase Of Retirement
16:54
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Throughout your planning journey, you've likely heard of the "Go-Go," "Slow-Go," and "No-Go" years of retirement. However, in our experience with clients, we've discovered that there are additional phases within these broader categories—each with unique challenges and rewards. In this episode, we'll discuss these specific phases of retirement: the …
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According to a recent study, online gambling has had a negative impact on retirement savings. Gambling has always been a part of society, what is different now? Isn't investing in the stock market a form of gambling anyway? In this show we discuss how gambling in all forms has recently changed the way people are saving for retirement.…
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We'll compare the 3 main strategies to take withdrawals from your retirement accounts and how to avoid the biggest scams targeting retirees
16:34
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In this week's episode, we'll explore the different ways to take withdrawals from your retirement accounts. What is the smartest way? Is it the same for everyone? How can you keep from getting scammed out of your hard-earned money? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestsellin…
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RL212 — Small Company Stocks: Bear vs Bull Case
29:50
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In this episode, Roshan and Adrian discuss the bear and bull cases for small cap stocks. The bear case highlights the underperformance of small caps compared to large caps, the investments made by big companies in areas like AI and electric vehicles, and the impact of a low interest rate environment. On the other hand, the bull case emphasizes the …
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Episode 100 Unlocking the Secrets to Living Longer and Happier Lives
35:20
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This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging, addressing cognitive challenges, and hav…
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From Burnt Brownies to 8 foods to live longer and 8 foods to avoid before bed
29:35
29:35
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Ever wondered how a simple cold could lead to a deep dive into workplace dynamics and the origins of the hashtag symbol? Battling a cold, I navigated the frustrating experience of purchasing new COVID tests after my government-issued ones expired, offering a comparative look at the healthcare landscapes in the U.S. and Canada. Despite feeling under…
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The Best Recipe for Financial Freedom: Cooking and Budgeting with Lashawna Moxley
51:09
51:09
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Tell Natalie what you love about this episode, text here! In this episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime welcomes Lashawna Moxley, a financial professional and personal chef. Lashawna shares her inspiring journey of overcoming financial hardship after the 2008 housing market crash, which left her and her husban…
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421 Regenerating a Planet with Pooran Desai
43:24
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Are you curious about interconnectedness and sustainability? Pioneering serial social entrepreneur, author and advisor to companies and government Pooran Desai explains the need to shift from a consumer perspective to a regenerative perspective. Through his groundbreaking projects, Pooran is focused on the fusion of bigger purpose with holistic sol…
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Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies
33:52
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On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day. They look toward Q4 by summarizing Nvidia’s recent $50 billion stock buyback, reviewing the handful of trillion-dollar companies, and inspecting a story about pent-up d…
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The Pillar Planning Process = A Successful Retirement!
18:34
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Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance …
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Can you hear it? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the sunset of the Tax Cuts and Jobs Act (TCJA) of 2017. This could mean that higher income taxes and estate taxes are headed your way.By Angela Robinson
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Many people think slavery in America was a thing of the past, we fought a civil war to end it and we’re glad it’s gone, but there are many people today who are enslaved. We are talking about financial slavery and how to escape the bonds of financial slavery today right now on Wealth Talks. Listen to the Wealth Talks Podcast on: Apple Podcasts: http…
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This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and d…
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Balancing Discipline and Freedom in Retirement
11:27
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Many people struggle with the transition from saving for retirement to confidently spending their savings. This can be especially challenging for those who have followed a disciplined approach to saving, such as Dave Ramsey graduates. Breaking down this mentality requires a plan that allows for both discipline and freedom. It's important to shift f…
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Ep 72 Wondering How to Secure Your Retirement? Here’s Your Guide to Financial Stability
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Send me a message! What do you want to see more of? Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement? Are you worried about running out of money in retirement? Not having enough savings? Are you worried about health care costs? Are you wo…
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Florida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch (Repair the Roof Podcast)
34:07
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Did you know that Ohio residents have the opportunity to leverage some of Florida's unique tax advantages? Listen in as tax attorney Craig Hersch from the Sheppard Law Firm does a deep dive into the Florida Community Property Trust statute. Along with our host Ted Gudorf, he and Craig share how owning trusts in Ohio (and other common law states) ca…
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Hometown America Movie Magic: Professor Benita VanWinkle and her passion for historic movie theaters
35:55
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Send us a text Benita VanWinkle is a national and internationally exhibited and award winning artist and photographer. She is also an Associate Professor of Art at High Point University in North Carolina. Her passion project for many years has been to photograph and chronicle historic movie theaters across the U.S. The culmination of this will be h…
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1083: Q&A: Should I Use My HELOC to Invest in Real Estate? - Episode 1083
19:50
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How do you know if it's a good strategy to buy assets with your home equity? And given higher interest rates, would it be better to invest in real estate or commodities like gold and silver? That's the first question I'm answering on today's Q&A episode! On this encore episode of Investing in Real Estate, we're going to talk about the pent up deman…
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Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan.…
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Navigating Your Social Security Retirement Benefits
19:29
19:29
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the intricacies of Social Security retirement benefits and answer some of the most commonly asked questions. They break down key topics such as when and how to apply for Social Security benefits, understanding the taxation implications, and how to maximize your benefits. …
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In this episode, we dive into the importance of understanding your beneficiaries. Discover how designating the right beneficiaries can ensure your assets are distributed according to your wishes, avoid probate, and potentially save your loved ones from significant financial burdens. We'll also explore common beneficiary mistakes and provide tips on…
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In this episode Jeff discuses whether the President can fix inflation. He also answers listener questions.By Jeff Vogan
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What Does Wine Have to Do with Your Portfolio?
19:28
19:28
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Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podca…
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In this episode we welcome special guest, Joey Ekholm. Joey has multiple degrees related to the topic and works in the mental health field. He helps us look into the often-overlooked connection between mental health and retirement. Discover how stress, anxiety, and depression can impact your golden years, and learn practical strategies to maintain …
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Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the en…
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Is your IRA/401(k)/TSP a tax trap and can you live with the worst-case scenario in your current retirement plan
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In this week's episode, we'll discuss the US debt and how that will impact your retirement. Is your IRA a tax trap? How should you pay the taxes due on all your tax-deferred accounts? Is it possible to not pay taxes at all on tax-deferred money? Can you live with the worst-case scenario in your retirement plan? Isn't it time to get answers to the t…
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We have far too many current farm owners who are in debt, and the next generation is trying desperately to save the farm by putting themselves at risk. This has to stop! Audio Production by Podsworth Media - https://podsworth.com
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Ever wondered how working before and after full retirement age affects your Social Security benefits? Curious about alternatives to traditional insurance? What about what it means to take a lump sum pension versus a monthly pension? Join us as we answer several questions that may better equip you to navigate the complexities of retirement income an…
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Are you investment curious? Thinking about investing your money, but don’t know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you’ve just inherited a brick of bills you would like to grow into a fortune… On this Through The Pines episode, we’ll walk you through How to Invest including: Financial Planning …
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The Good Stuff: From the Home Front to History: The Inspiring Story of Betty Reid Soskin
3:43
3:43
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In this episode of "The Good Stuff", we uncover the remarkable life of Betty Reid Soskin, an extraordinary woman whose tireless advocacy and unwavering sprit have made her a beacon of hope and inspiration, From her early experiences as a trailblazing African American woman to her current role as the nation's oldest park ranger, Betty's story is one…
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Teaching Kids Financial Literacy Early - Episode 88
42:26
42:26
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In today's episode, I talk with David Delisle, the creator of "The Golden Quest," a graphic novel that teaches kids about money. David shares how he started investing at age 11 and how his passion for finance grew over time. We dive into the importance of financial literacy for kids and adults, how to make smart money decisions, and why it's never …
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Finding True Value and Purpose in Retirement can be a challenging journey, especially if we follow what the world tells us will make us happy. You're not alone in this struggle. In this episode of Courageous Retirement, host Vona Johnson delves into the true worth of retirement from a Christian perspective. She explores how retirement is more than …
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1082: The Hidden Secrets to Successfully Using a HELOC - Episode 1082
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6:11
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If you’re thinking about tapping into your home’s equity with a HELOC, or home equity line of credit, there are some things you should know. Some of the best strategies, tips, and tricks around using a HELOC are not well known. On today’s show, I’m going to walk you through some of the hidden secrets you should know in order to successfully utilize…
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Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice
24:41
24:41
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In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out! Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…
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In today's episode, we're going to dive into some famous words by the one and only Yogi Berra, inspired by Liz’s recent trip to Fenway Park. You might know him for his legendary baseball career, but Yogi was also a gold mine of wisdom. When we look at some of his quotes through the right prism, they can teach us some lessons about financial plannin…
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Social Security needs to be fixed and someone needs to step up and be a leader to make the changes needed. Who is going to be that leader? Will it be Trump or Harris? Or, perhaps it will be Biden as he finishes his term as President. Tune in as we discuss these possibilities.By Dan Wendol
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Ep. 16: Securing Your Legacy: Estate Planning Essentials with Sara Bastani
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19:13
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In this episode of Colorado Aging Allies, we sit down with Sara Bastani, a dedicated estate planning attorney and founder of Bastani Law Firm, LLC. Sara shares her journey from public service to private practice, driven by a passion to help families protect their futures. We dive deep into the importance of estate planning, discussing wills, trusts…
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RL211 — Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals
31:01
31:01
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In this episode, Roshan and Adrian discuss the performance of long-term treasury bonds. They explore the factors that have led to the underperformance of long-term treasuries compared to large-cap stocks. Theyalso discuss the correlation between stocks and bonds and the impact of the Federal Reserve's rate cuts on the bond market. The conversation …
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