Best Retirementincome Podcasts (2024)

1
PPR 175_ College Cost Reduction Planning 43:14

1h ago43:14

43:14

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …

1
PPR 204_60% More Retirement Income 44:16

12m ago44:16

44:16

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…

1
PPR 205_Asset Protection for Retirement 33:56

2h ago33:56

33:56

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…

1
PPR 206_Retirement Credit Card Travel Hacking 29:13

2h ago29:13

29:13

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…

1
Ep# 103: The High Cost of Complicating Your Investments 21:08

10h ago21:08

21:08

We look at the pitfalls of complex investment strategies and emphasize the benefits of keeping things simple. They discuss the importance of trusting market principles, practicing smart diversification, and avoiding performance chasing. With insights from a recent article by Sam Sivarajan on the Canada Pension Plan's investment performance, they hi…

1
PPR 207_How to Settle an Estate 29:07

4h ago29:07

29:07

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…

1
PPR 208_Buying vs Renting a House 39:11

1h ago39:11

39:11

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…

1
PPR 209_The Best Places to Retire in The US 23:01

2h ago23:01

23:01

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…

1
PPR 211_The Feedback Edition 38:32

22m ago38:32

38:32

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…

1
PPR 212_FIRE Rule of 25 Still Risky 32:11

2h ago32:11

32:11

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…

1
PPR 213_Millions Lost to Evil Girlfriend 15:10

10h ago15:10

15:10

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…

1
PPR 214_Best Possible Retirement with Andy Panko 49:58

2h ago49:58

49:58

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…

1
Ep #102: What to Do When Markets Get Scary 12:23

11h ago12:23

12:23

We discuss the pitfalls of relying on market forecasts and expert predictions during times of market volatility. Emphasizing the inaccuracies of financial forecasts and the psychological tendency to seek out such predictions, they advocate for a disciplined, evidence-based investment approach. Listeners are advised to stick to their pre-planned str…

1
96: Surviving Financial Infidelity with Jess Bost 53:55

9d ago53:55

53:55

"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth." Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She’s spent over 15 years coaching people to get from where they are to where they want to be. It’s a passion that finds i…

1
PPR 215_The Frugal Convert Gina Zakaria 40:09

3h ago40:09

40:09

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…

1
PPR 217 Don-t Fall For The Hype 33:56

3d ago33:56

33:56

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…

1
PPR 218_ Key Steps to Retirement Income Planning 44:49

21h ago44:49

44:49

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…

1
PPR 219 Man on the Street Deal of The Week 12:42

2d ago12:42

12:42

Information presented is for educational purposes only and is not intended for solicitation, sale or purchase of any security or financial product. Investments involves risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial adviser and your tax professional before implementing any strategy discussed…

1
PPR 220_ Self Directed IRA & Living Trust Fail 35:38

3d ago35:38

35:38

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…

1
PPR 221 Vlog Living Trust Mistakes to Avoid 12:40

4d ago12:40

12:40

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…

1
PPR 222_Reverse Mortgage 101 with Pete Tentler 43:41

16d ago43:41

43:41

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…

1
Ep #101: Going Beyond 'Financial Advisor Near Me' to Find the Right Fit 20:37

10d ago20:37

20:37

This episode explores the nuances of selecting an advisor beyond proximity, emphasizing the importance of virtual collaboration, comprehensive planning, and evidence-based investment philosophies. Joe also highlights the value of specialized advice, the pitfalls of advisor diversification, and the necessity of transparent, ongoing communication wit…

1
PPR 223_Tax Scheme Nightmare & Buying a Tesla 40:42

6d ago40:42

40:42

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…

1
PPR 224_Big Tax Mistakes for Beneficiaries 31:37

7d ago31:37

31:37

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…

1
Fireside Financial #16: RRSPs Alone Don't Cut It: Building a Complete Retirement Plan 19:00

17d ago19:00

19:00

Joe and Regan explain why personalized planning is crucial for a secure and enjoyable retirement. They debunk myths, offer actionable advice, and equip their audience with the tools to make informed financial decisions. Whether it's re-evaluating the role of RRSPs, determining the right time to take CPP, or balancing investment portfolios, this epi…

1
PPR 225_The Retirement Truth of Indexed Universal Life. 45:32

15d ago45:32

45:32

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…

1
PPR 226_ C19-Focus on What Matters Most 34:34

9d ago34:34

34:34

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…

1
PPR 228_Retirement Planning Back to Basics 36:22

10d ago36:22

36:22

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…

1
PPR 229_Being Essential in the Age of Corona Virus 19:23

21d ago19:23

19:23

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…

1
Ep #100: Envision Your Future Self: Craft an Optimistic Retirement 24:04

22d ago24:04

24:04

It’s episode 100! Joe speaks with Dr. Hal Hershfield, the author of “Your Future Self: How to Make Tomorrow Better Today”. They discuss the idea that our future selves can often feel like different people rather than an extension of our current selves. This concept has significant implications for retirement planning and living a fulfilling life be…

1
PPR 237 Secure Act Kills Stretch IRA 47:01

13d ago47:01

47:01

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…

1
95: Ready to Retire? Here are Five Crucial Questions to Ask Yourself 35:44

14d ago35:44

35:44

“We believe that a simpler financial life, a less fraught financial life is one where you align your dollars with what's most important to you, with the life you want to lead, with your values.” - Stephanie Have you ever found yourself asking if the perfect moment to retire will ever come? Or whether you’ll even have enough to live on when that mom…

1
PPR 239_ Understanding Estate Plans Wills & Trusts 43:42

14d ago43:42

43:42

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…

1
PPR VLOG 241- Uncomfortable Conversations with Mom & Dad 24:35

16d ago24:35

24:35

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR VLOG 242 - How Financial Planners Get Paid 31:28

17d ago31:28

31:28

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 246 Retirement Impact of Election 27:13

29d ago27:13

27:13

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 252 Quick Take-CREDIT IS BEST SERVED FROZEN THIS HOLIDAY SEASON! 4:10

19d ago4:10

4:10

No one can prevent identity theft including the credit security agencies that charge big money to monitor your credit. Fortunately, there is a super easy way to protect your identity and best of all, IT'S FREEEE. Freeze your credit today and make sure no one can steal your identity. Thanks to the death of private pensions, the devaluation of Social…

1
Ep #99: The 4% Rule Revisited: How to Craft a Safe Retirement Withdrawal Rate 31:55

29d ago31:55

31:55

Have you heard these retirement myths? The 4% rule is the only safe withdrawal rate, asset allocation doesn't matter in retirement, and setting a fixed withdrawal rate is the best strategy. But is it true? In this episode, Joe speaks with Bill Bengen, a seasoned financial advisor who is widely recognized for his pivotal role in introducing the 4% r…

1
PPR 252: Quick Take - Credit is Best Served Cold 4:10

23d ago4:10

4:10

Credit monitoring services are good but freezing your credit is the ultimate way to stop identity fraud. Best of all - it's FREE. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits and other…

1
PPR 252 Deal of The Week - George Clooney Took My Lead 8:11

24d ago8:11

8:11

George Clooney recently revealed that he has something in common with The Income Engineer! Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as …

1
PPR 252 Financial Planning Charity Case 8:56

22d ago8:56

8:56

Don't fall for the "your account does not meet our minimum but because your friend referred you, we will make an exception" sales pitch! Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits an…

1
PPR 252 DO THE MATH - FEES MATTER 8:38

23d ago8:38

8:38

Wall Street would love it if you don't ask this question - what is the actual difference between a 1.5% and .95% fee? It is NOT simply .55 percent. When you look more closely and do the math, you will find out that it is actually FIFTY EIGHT 58% difference. Thanks to the death of private pensions, the devaluation of Social Security benefits and oth…

1
PPR 253 Deal of The Week - Patience Pays 9:58

24d ago9:58

9:58

A friend of mine came to my car show recently in a "new" BMW M3. He had always talked about wanting an M3 so I was excited for him when he pulled in. The car was beautiful and had all the options he had always wanted. I asked him what he loved most about it, what it the horsepower, the carbon fiber, the technology? NO, he loved the price. He purcha…

1
PPR 253 Watch Your Step - Life Insurance by Default 9:36

25d ago9:36

9:36

Millions of Americans are blessed to still have a pension to look forward too in retirement. What they don't realize is that there may be a big life insurance premium embeded in their retirement income decision. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to th…

1
PPR 253 The LLC Protection Myth Music Edition 7:18

27d ago7:18

7:18

Understanding Inside Out vs Outside In Liability is the key to property Asset Protection So , I want to share a quick visual with you if you're not watching this on Get an LLC you got to protect yourself and you do this you take your. Rental real estate and you put it in your LLC and you think ah. Optimizing Retirement income and protecting your le…

1
Ep #98: Estate Planning 101: What to Include in Your Will 17:53

29d ago17:53

17:53

We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider. We discuss the importance of including digital assets in your will and the benefits of secondary wills for busin…

1
PPR 253 FOUR FROGS ON A LOG 2:49

30d ago2:49

2:49

At some point, I think we have all been guilty of deciding to take action or committing to make a change and failing to act. Unless we actually get off the log, we never move forward. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, Am…

1
PPR 254 WYS - Prop 19 is That Bad 6:24

28d ago6:24

6:24

Just when you thought California could not do more to make people want to move to another state - we pass Proposition 19. In my humble opinion, Prop 19 is one of the worst tax grab I have seen. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased…

1
PPR 254: After The Accident 10:50

29d ago10:50

10:50

Optimizing retirement income doesn't happen with a product like investments, life insurance, 401k, real estate or annuities. None of these things by themselves will help you maximize retirement income. You must have an integrated approach that balances the economics of retirement accumulation and retirement income. I am pulling back the kimono on o…

1
94: Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman 54:46

1M ago54:46

54:46

“Think about practicing for retirement long before you get there.” -Mary Jo Hoffman Our hosts Stephanie McCullough and Kevin Gaines sit down with aeronautical engineer-turned-artist Mary Jo Hoffman. Renowned for her captivating photography project, Still, Mary Jo shares her extraordinary journey from a 17-year career as a scientist into becoming a …

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