An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
…
continue reading
With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
…
continue reading
Podcast by Mark Falter
…
continue reading
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
…
continue reading
Since 2019, I've been serving clients as a Ramsey SmartVestor Pro and Preferred Coach. I specialize in retirement income planning for people who want to retire today. You'll hear the questions I get every day from clients and how I help them take action. And no worries: Dave-ish listeners are welcome!
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
…
continue reading
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
…
continue reading
Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
…
continue reading
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
…
continue reading
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
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.
…
continue reading
The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they wi ...
…
continue reading
…
continue reading
Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
…
continue reading
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
…
continue reading
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.
…
continue reading
Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
…
continue reading
Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
…
continue reading
Welcome to the Cashflow Multipliers where we talk about passive income, investing, real estate, apartment syndication, financial independence, and financial freedom. Learn more at: thekittisisters.com
…
continue reading
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 ...
…
continue reading
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
…
continue reading
Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
…
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
Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
…
continue reading
Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
…
continue reading
A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Rent To Retirement
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
…
continue reading
Learn how to generate a passive income through investing, so you don't have to wait until retirement to live your passions. We used to think you had to either save for 30+ years or choose to live now and make up for it later. Well, it turns out that you can have it all with the right strategy. We tired to do things the conventional way but just couldn't stifle our wanderlust. After giving in and making a lot of financial mistakes, we stumbled onto an amazing way to invest for cash flow. It's ...
…
continue reading
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
…
continue reading
Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
…
continue reading
"Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confi ...
…
continue reading
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
…
continue reading
The #1 Military Real Estate Investing show focused on achieving financial freedom through the power of real estate investing for those who serve. Hear stories from other veterans on how they were able to leverage their VA Loan to build passive income and financial independence for their transition from service. Learn Military House Hacking and other investing strategies to build wealth and earn a piece of the "American Dream" you've fought hard to defend!
…
continue reading
Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
…
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
The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.
…
continue reading
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
…
continue reading
Today's retirement is about obtaining financial independence; when the assets you have provide the income you need to live the life you want, and work is no longer a requirement it's an option. Financial Independence Now provides you with strategies to help you to achieve your financial independence in a better, smarter, safer way.
…
continue reading
Welcome to "Low Income, Rich Life," the podcast that helps you prepare for a secure and fulfilling retirement, even on a limited income. I'm your host, Kevin Bass. Each week, we'll explore practical tips and strategies for getting out of debt, lowering expenses, living a simpler life, and finding true contentment.
…
continue reading
The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Understanding Risk In Retirement-The High Cost Of Aging and How to Prepare
54:28
54:28
Play later
Play later
Lists
Like
Liked
54:28
By Mark Falter
…
continue reading
Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.
44:27
44:27
Play later
Play later
Lists
Like
Liked
44:27
The Retirement Income Challenge is a four-day event that helps individuals create a retirement income plan. Day one focuses on the Retirement Income Style Assessment (RISA), which analyzes two factors: probability-based safety first and optionality versus commitment. Day two introduces the funded ratio, a balance sheet approach to financial plannin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Retirement Plan For Small Business Owners You've Never Heard Of
8:58
8:58
Play later
Play later
Lists
Like
Liked
8:58
On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
…
continue reading
Ever wondered how to achieve financial freedom before retirement? This episode promises to arm you with the know-how to eliminate debt and secure your golden years. Join me, Kevin Bass, on Low Income Rich Life as we explore essential strategies like the avalanche method and the importance of assessing your entire debt portfolio. I'll share personal…
…
continue reading
In this week's podcast with Miguel Gonzalez, CRC, learn how to maximize your retirement income through smart tax strategies and effective account management. Cortburg Speaks Retirement - episode #201 Landing page: https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning
38:53
38:53
Play later
Play later
Lists
Like
Liked
38:53
In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…
…
continue reading
In this episode, we explore the income gap, touching on its causes and effects. Get a broad perspective on this economic issue and its impact. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Income Strategies-Balancing Protection With Growth
13:53
13:53
Play later
Play later
Lists
Like
Liked
13:53
On today's show, Mike breaks down some common retirement income strategies, and discusses the benefits and detriments of each. Some of the strategies mentioned in this episode include: cash value life insurance, universal life policies, CD's, Treasuries, Fixed Annuities, and Fixed Index annuities. Are you worried that your CD won't keep up with inf…
…
continue reading
In this episode of Retirement Roadmap with Mark and Evan Fricks we look at what U.S. News and World Report lists as The 10 Biggest Regrets of Retirees. We share from our experiences in financial services how these common regrets can impact your retirement roadmap. Have a topic or question you'd like Mark and Evan to address in a future episode? Ema…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Planning: The Ultimate Puzzle You Must Solve
47:27
47:27
Play later
Play later
Lists
Like
Liked
47:27
Planning for retirement can be challenging, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future expenses, these missteps can significantly impact your retirement. We'll show you some proactive strategies to avoid these common errors and secure a comfortable and stress -free retirement. If…
…
continue reading
Wondering if you're truly prepared for the next stage of your life? In this episode, we explore key considerations that every individual should think about as they approach retirement. It's not just about the numbers—it's about your future. Are you ready? For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and…
…
continue reading
Curious about Roth conversions and how they might impact your retirement? In this episode, we dive into the essentials of Roth conversions and what they could mean for your financial future. Understanding your options now could make all the difference later. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at w…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week they explain annuity income rider. 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@cardinalguide.com or calling 919-535-826…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Prepare For Retirement and a Recession
17:19
17:19
Play later
Play later
Lists
Like
Liked
17:19
In today's episode, Mike shares what it means to "create a retirement plan designed to last longer than you." This is not done through buying an annuity and turning on a guaranteed-for-life income. Discover various ways to structure your portfolio as you prepare for, enter, or maintain your retirement. The key phrase is "Plan Efficient Growth Portf…
…
continue reading
Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement
35:31
35:31
Play later
Play later
Lists
Like
Liked
35:31
Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement. The discussion touches on the importance of considering Congress and not just the president when it comes to changing laws and policies. He also delves into the impact of different admini…
…
continue reading
This week Brian discusses the pros and cons of using HELOCs, emphasizing the importance of using the funds wisely and considering the potential risks. He also explains the benefits of seller financing in real estate transactions and highlights the tax advantages it offers. Additionally, Brian discusses the impact of interest rates on different type…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Top Wealth Building Strategies by Net Worth
38:02
38:02
Play later
Play later
Lists
Like
Liked
38:02
Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Term Life Insurance May Not Make Sense In Retirement
14:46
14:46
Play later
Play later
Lists
Like
Liked
14:46
In today's episode, Mike discusses term life insurance, when it makes sense for the beginning of your retirement, and when it does not make sense for any part of your retirement. Explore other alternatives to term life insurance. Remember, life insurance is NOT an investment and should not be treated as such.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
237 - The Future of Retiretech With Michael Kalen
22:14
22:14
Play later
Play later
Lists
Like
Liked
22:14
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…
…
continue reading
Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a personalized game plan to spend more money, pay less taxes, and enjoy retirement on their terms. People worry most about whether they have enough money to retire and whether it'll last th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How Interest Rates Could Affect Those Near Retirement
10:26
10:26
Play later
Play later
Lists
Like
Liked
10:26
In today's episode, Mike discusses the various ways in which interest rates going down could affect the market. He also breaks down how interest rates affect younger and older investors differently. Discover how to take advantage of higher interest rates as you create a retirement plan that's designed to last longer than you™.…
…
continue reading
Saving for retirement is not like it used to be. For too many, it’s a mystery whether or not they have what they need to retire comfortably. To best prepare for retirement, it’s important to know where you stand. Do you have an understanding of what your goals and financial needs are? Here’s some of what we discuss in this episode: How retirement h…
…
continue reading
August has been a month of market volatility, leaving many investors feeling uneasy about their portfolios. There’s plenty of reason to believe that it will continue through the rest of the year. So let’s discuss the reasons behind this turbulence and provide our view on how to navigate the remainder of 2024. We’ll breakdown the different factors t…
…
continue reading
With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data an…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
435 Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained!
16:44
16:44
Play later
Play later
Lists
Like
Liked
16:44
You are listening to episode #435 and the title is: Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained! This is one of the most common questions people face: Should you pay off your mortgage at retirement, or should you invest the money instead? This decision can have a significant impact on your financial security and peace of …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Intel: Retiree Healthcare Costs Higher Than Expected
30:39
30:39
Play later
Play later
Lists
Like
Liked
30:39
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Retirement Plans That Work For ALL Retirees
11:34
11:34
Play later
Play later
Lists
Like
Liked
11:34
The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees) Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement. After building hundreds of financial plans, I’ve learned that there is an optimal “financial” order of operations that when used helps retiree’s sa…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Intel: Should Retirees Be Selling?
48:22
48:22
Play later
Play later
Lists
Like
Liked
48:22
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…
…
continue reading
"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …
…
continue reading
Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients thr…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
10 Years and Counting....6 Tips for those Approaching Retirement!
11:15
11:15
Play later
Play later
Lists
Like
Liked
11:15
This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Value Funds May Not Offer As Much Value As You Think
8:38
8:38
Play later
Play later
Lists
Like
Liked
8:38
"Money goes where money can grow" In today's episode, Mike talks value funds. What are they? Do they still provide a lot of value? Listen to Mike identify what made value funds great decades ago, and how their offer in today's market has evolved since then.By Kedrec LLC
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Prepare for a Market Crash Early in Your Retirement
25:12
25:12
Play later
Play later
Lists
Like
Liked
25:12
5 keys to preparing your retirement plan to withstand a stock market crash. As you step into retirement, one of the biggest concerns you might face is the potential for a market crash right at the start. It’s a valid worry—after all, you’ve spent decades saving and investing to secure your future. The last thing you want is for a sudden downturn to…
…
continue reading
Send us a Text Message. Let's face it. Most people's retirement plans suck! The problem is we have been told how to think, how to plan, and how much we need by financial planners and "experts". A lot of these financial planners have a dirty little secret. They do something for their own retirement they won't tell you about. They invest in real esta…
…
continue reading
I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To l…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retire Without Borders: An Expat Primer
1:02:38
1:02:38
Play later
Play later
Lists
Like
Liked
1:02:38
Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be ri…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth Creator Radio Plan For The Worst, Hope For The Best August 17, 2024
49:49
49:49
Play later
Play later
Lists
Like
Liked
49:49
Volatility isn't good or bad; It's just reality! The best way to take advantage of that instability is to plan for it, but do you know where to start? Listen to this crucial, can't-miss episode, with special guest speaker, Tom Siomades-Chief Market Economist of AE Wealth Management, and learn how to take advantage of the ups AND downs of the market…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth Creator Radio Inflation Trivia August 10, 2024
49:55
49:55
Play later
Play later
Lists
Like
Liked
49:55
When it comes to high prices, they are anything but funny. That being said, it is fun to take a look back and see what the history of inflation is. Sure, 39¢ bread isn't making a comeback in our lifetimes, but you do need to know how to protect your current standard of living in retirement in the future. This episode will have a bit of fun, and of …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth Creator Radio Risks in Retirement August 3, 2024
49:29
49:29
Play later
Play later
Lists
Like
Liked
49:29
The number one fear of most retired Americans is running out of money. With proper preparation, you can avoid this and many other risks to your retirement! This episode highlights some of the biggest risks to your retirement and how to address and plan for them. Stop everything and listen to this episode (and don't forget to share with your friends…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth Creator Radio Retirement Construction Zone July 27, 2024
49:22
49:22
Play later
Play later
Lists
Like
Liked
49:22
When it comes to your retirement, there are some big risks..or "potholes" that you want to be sure you plan for. If you don't plan for them, your entire retirement could be derailed! This episode will help you better understand what can pose a risk to your retirement plan and how to avoid it or better yet, how to properly plan for it if it is unavo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth Creator Radio Four Retirement Unknowns July 20, 2024
49:11
49:11
Play later
Play later
Lists
Like
Liked
49:11
Several retirement "unknowns" exist, but four in particular are essential to pay attention to. In this special show, we will review the four "unknowns" and more! You do not want to miss this important episode!
…
continue reading
![Artwork](/static/images/128pixel.png)
1
063 - How Q2's Earnings Results Map Out Where To Invest And What To Avoid
52:01
52:01
Play later
Play later
Lists
Like
Liked
52:01
We’re back with Quarter 2’s overall earnings results and what that means for your investment strategy. No one wants to comb through the 68 page report, but if you want your portfolio positioned for profit, you gotta put in the time... Or just tune in because Tim’s done the work for you. He’s boiled things down to the important pieces, and let me te…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
6 Retirement Financial Myths to Avoid, Ep #101
15:04
15:04
Play later
Play later
Lists
Like
Liked
15:04
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Blueprint to Build A Multimillion-Dollar Business
15:46
15:46
Play later
Play later
Lists
Like
Liked
15:46
Creating a multi-million dollar 💰 business might seem daunting, but with the right approach, it's more accessible than ever. Today’s episode will guide you through starting or pivoting a business towards a multimillion-dollar exit, detailing the strategies that have allowed the speaker to sell businesses for millions within just six years. ⭐ … We p…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
When Does it Make Sense to Manage Your Investments on Your Own?
12:19
12:19
Play later
Play later
Lists
Like
Liked
12:19
"If you don't know the right questions to ask, you'll never ask them." In today's episode, Mike discusses the Dunning-Kruger effect, false confidence, and potentially missing out on opportunities because someone lacked sufficient experience. Discover when it may make sense to DIY your retirement and when you may consider asking for help.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
28:42
28:42
Play later
Play later
Lists
Like
Liked
28:42
Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connections while living in rural Virginia. He found his groove once he moved to a retirement community in Florida. James and Joe discuss the phases of retireme…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Benefits of a Recession in Resetting the Economy
13:54
13:54
Play later
Play later
Lists
Like
Liked
13:54
In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the pote…
…
continue reading