401 K Podcasts

401 K public

show episodes

1
Money Wisdom

Joel Johnson

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2d ago2d ago

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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...

1
401(k) Specialist Podcast

401(k) Specialist Magazine

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13d ago1w ago

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

1
Directed IRA Podcast

Mat Sorensen and Mark Kohler

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10d ago1w ago

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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...

1
Meet The Expert with Elliot Kallen

Elliot Kallen

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4d ago4d ago

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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/

1
The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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1d ago1d ago

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...

1
Retirement Coach's Corner

Alan Mercurio & Troy Bolton

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3d ago3d ago

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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...

1
Success in the New Retirement

Damon Roberts, Matt Deaton

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5d ago5d ago

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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 ...

1
The Art of Money with Art McPherson

Art McPherson

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5d ago5d ago

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For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.

1
The Pilot’s Advisor Podcast

Ryan Fleming

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3d ago3d ago

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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.

1
The Audible Advisor with Spiros Vassilakos

Spiros Vassilakos

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17d ago2w ago

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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...

1
401(k) Fridays Podcast

Rick Unser

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1+ y ago1+ y ago

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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!

1
Riverbank Riches with Desmond Taylor: Navigating Financial Wisdom

Riverbank Riches

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11d ago1w ago

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Welcome to Riverbank Riches with Desmond Taylor where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a financial advisor with CLC Financial, based in Fayetteville, NC. We believe an informed client is the best client and that’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investing, income planning, IRAs, pensions, 401(k)s and much more. Contact Desmond via www.C ...

1
Candid Conversations: Retirement Talk with Ryan Cravitz

Ryan Cravitz

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4d ago4d ago

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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...

1
Retirement Power Play with Tim Dyer

Tim Dyer

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3d ago3d ago

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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 ...

1
The Great 401(k) Podcast Debate

John Sullivan

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1y ago1y ago

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The Great 401(k) Podcast Debate is a short-form, point-counterpoint style debate on the top issues affecting retirement plan advisors, sponsors, and participants. Its contentious yet respectful format is meant to encourage an open and honest airing of diverse viewpoints and innovative ideas.

1
InvestTalk

Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors

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1d ago1d ago

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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...

1
Money Guy Show

Brian Preston and Bo Hanson

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2d ago2d ago

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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.

51
The Cash Flow Academy Show

The Rich Dad Media Network

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4d ago4d ago

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The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...

1
Middle Class Millionaire with John Choi, CFP®

John Choi

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25d ago3w ago

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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...

1
The Retirement Show: Your Life, Your Money with Scott Sierens

Scott Sierens

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10d ago1w ago

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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, ...

1
Wisdom & Wealth: Financial Clarity For Families in Transition

Donna Kendrick

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4d ago4d ago

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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...

1
Retire With Freedom: Featuring Tad Hill & Toni Hill of Freedom Financial Group

Tad Hill

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3d ago3d ago

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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...

1
Check Book IRA Free Yourself to Manage Your own Retirement Savings accounts.

Peter Rizzo

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2M ago6w ago

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Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www.CheckBookIRA.com or call (800) 482-2760

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Catching Up to FI

Bill Yount & Jackie Cummings Koski

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3h ago3h ago

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A mindset, money, and life podcast for late starters catching up to Financial Independence.

1
Ramsey Everyday Millionaires

Ramsey Network

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2d ago2d ago

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Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.

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Navigating an Abundant Retirement with Carol Dewey

Carol Dewey

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10d ago1w ago

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Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...

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Retirement Ready

Eric Peterson

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3d ago3d ago

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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.

1
Meaning Over Money

Travis Shelton

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4d ago4d ago

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A different kind of financial podcast, where money is NEVER about money.

1
The Ramsey Show Highlights

Ramsey Network

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1h ago1h ago

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The Ramsey Show Highlights is a quick, daily dose of advice on life and money in under ten minutes. Hear from experts like Dave Ramsey, Ken Coleman, Rachel Cruze, Dr. John Delony, George Kamel & Jade Warshaw. Part of the Ramsey Network. Delivered to you seven days a week.

51
The Atomic Retirement

Ryan Kilkenny

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1y ago1y ago

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The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...

1
Retirement Repair Shop with Mary Beth Franklin

InvestmentNews

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10M ago43w ago

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Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.

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Adam Talks

Adam Bergman

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2d ago2d ago

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Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!

1
Work Hard Invest Harder

Justin Dixon

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2M ago9w ago

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Are you a busy professional who wants to invest in something other than your 401(k) or the stock market? This podcast is a gift for people like you who want quicker access to freedom and stability! Discover how to generate income beyond your 9-to-5 job by tuning into the show every Tuesday as we interview A-listers from different facets of the real estate industry. These professionals will share their remarkable journeys and show you easy-to-grasp ways to start creating passive income stream ...

1
Open Windows Investing by TPFG

Julie Mochan

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1+ y ago1+ y ago

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Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.

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The Alaska Pilots Podcast

Alaska MEC

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11h ago11h ago

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Alaska MEC Podcast. Discussions and interviews with ALPA leaders and committee chairs about issues effecting airline pilots.

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Wealth Redefined®

Michael Reynolds

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4d ago4d ago

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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.

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The Wealth@Work Show

Ross Marino

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10M ago41w ago

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Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstor ...

1
Make Retirement Work

Marc Werkmeister

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11M ago48w ago

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Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...

1
Your Money Radio

Wealth Enhancement Group

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7d ago1w ago

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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.

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The Investopedia Express with Caleb Silver

Investopedia

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6d ago6d ago

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Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, as he digs into the most important stories in finance and global economics. Through expert analysis, interviews with the biggest names in business, and educational breakdowns of the news that moves markets, The Investopedia Express preps you with the information you need to start your week in finance.

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Paychex THRIVE, a Business Podcast

Paychex, Inc.

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4d ago4d ago

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Hear timely insights on marketplace conditions, proposed legislation, innovations, research, and success strategies from industry leaders, lawmakers, experts, and icons to help you propel your business forward and THRIVE.

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One Controller Port Podcast

Benjamin Yoder

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6d ago6d ago

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One Controller Port is a video game podcast focused on niche games, news stories, and topics. Learn something new every week with a show that differs from your typical weekly gaming podcast. Part of OneControllerPort.com, which features video reviews, articles, podcasts, streams, and more! Find me on Twitter @Oculin

1
Retirement Planning Education, with Andy Panko

Andy Panko

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3d ago3d ago

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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

1
The Long Term Investor

Peter Lazaroff

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5d ago5d ago

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We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.

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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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5d ago5d ago

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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...

show series

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Sell Stocks To Pay Off My 401(k) Loan? 4:49

1h ago4:49

4:49

💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Have a question for the show? Call 888-825-5225 Weekdays…

1
Making the Case Against the 401(k) 35:46

3d ago35:46

35:46

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary retirement savings vehicle for most American workers, only helps high earners and is riddled with misaligned incentives. She joins The Express to make the…

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Should I Roll My 401(k) Over to an IRA? 5:28

3d ago5:28

5:28

💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need Help with your investments? Click here to connect with a SmartVestor Pro. 🏠To l…

1
DOL’s Overtime Rule, Increase in Job Growth, Capital Loan Program, and Businesses Not Offering 401(k) Plans 10:43

8d ago10:43

10:43

Gene Marks delves into various key topics in this episode. He starts by discussing the impact of the Department of Labor's new overtime rule, effective from July 1. The rule not only adjusts financial thresholds for overtime pay eligibility but also emphasizes fair compensation across industries, urging businesses to align with these new norms. Vie…

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Jerry Schlichter Preps Advisors for Fiduciary Rule Changes 16:03

10d ago16:03

16:03

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…

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Episode 441 - Maximizing the IRA & 401(k) Relationship 19:00

14d ago19:00

19:00

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).By Adam Bergman

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I’m ONLY Getting My 401(k) Match - Is That Enough? 28:20

15d ago28:20

28:20

We get asked all the time about how much you should invest in your 401(k). Is just getting your employer match enough, or do you need to save more? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the nex…

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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE! 34:24

22d ago34:24

34:24

Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 ) How frequently to rebalance your portfolio ( 11:46 ) Annual 401(k) contribution limits between employee and employer contributions ( 14:55 ) Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annua…

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We Are Drowning in Debt! 9:46

41m ago9:46

9:46

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How Do I Tell My Wife I Lied? 6:36

13m ago6:36

6:36

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Can Prenups Really Save Your Marriage? | Aaron Thomas | 082 59:04

33m ago59:04

59:04

Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron s…

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MEC Officer Round Table 33:40

2h ago33:40

33:40

In this episode, Host Strategic Communications Chair David Campbell speaks with Chair Will McQuillen, Vice Chair Garin Tentschert, Secretary Scott Rubin and Executive Administrator Drew Coyle about the MEC’s work over the last several weeks including scheduling, merger progress, rumor control, and other ongoing projects. IFALPA Global Pilot Survey …

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My Friend Wants To Avoid Insurance After Hitting My Car 6:52

42m ago6:52

6:52

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Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 1:11:43

1h ago1:11:43

1:11:43

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks…

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InvestTalk 6-21-2024 – How and Why 'Buy Now, Pay Later Debt' Could Become a Problem for the U.S. Economy 46:34

13h ago46:34

46:34

There is currently no way for economists, regulators and analysts to know how rapidly buy now, pay later loan debt is growing, which could lead to unforeseen economic consequences. Today's Stocks & Topics: AESI - Atlas Energy Solutions Inc., Market Wrap, KPP Newsletter, SCCO - Southern Copper Corp., How and Why 'Buy Now, Pay Later Debt' Could Becom…

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Used Husband’s 401(k) To Flip Houses and They Didn’t Sell 10:01

19m ago10:01

10:01

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The Way People Make Financial Mistakes 14:00

2h ago14:00

14:00

Financial planning is intricate and filled with potential pitfalls and mistakes that can have long-lasting impacts on your future. In the latest episode of the Money Wisdom podcast, Matt Pastor, RICP® breaks down the most common ways people make financial mistakes and provides valuable insights on how to avoid them. Here’s some of what we discuss i…

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Episode 442 - 50 Years of the IRA 24:05

1h ago24:05

24:05

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.By Adam Bergman

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4 Signs You’re Saving Too Much for Retirement 25:42

27m ago25:42

25:42

We're all for aggressive retirement savings. However, it’s important to acknowledge that there’s a point where the financial mutant starts to move to the dark side and becomes… the financial miser. Here are four signs you’re starting to move to the dark side. Jump start your journey with our FREE financial resources Reach your goals faster with our…

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My 15-Year-Old Is Addicted to Making Money 10:37

2h ago10:37

10:37

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Was I Wrong To Pay Off My Home? 10:17

14m ago10:17

10:17

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InvestTalk 6-20-2024 – Retirement Income Strategies: From Saving to Spending 46:09

16h ago46:09

46:09

Struggling with your retirement income strategy? Many retirees find themselves caught in the "retirement consumption puzzle" - unsure how to effectively use their savings to support their lifestyle. Today's Stocks & Topics: VALE - Vale S.A. ADR, Market Wrap, GRPM - Invesco S&P MidCap 400 GARP ETF, DOX - Amdocs Ltd., V - Visa Inc. Cl A, The Psycholo…

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We Make $320,000 and Don’t Know How To Manage Our Money 9:38

1h ago9:38

9:38

1
21 and Already $350,000 in Debt! 9:25

1d ago9:25

9:25

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Deep Thoughts on the Market & Investing with Lee Hyder 38:19

3h ago38:19

38:19

As we move past Memorial Day and into the summer, we’re excited to welcome back Lee Hyder of Lee Hyder & Associates today to reflect on where the market currently stands and the investing strategies pilots should be focused on for long-term success. We always appreciate the perspective Lee brings to the show and wanted to get his deep thoughts on a…

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Stanley Cup Trip Recap & Retiree Travel Tips 26:55

1d ago26:55

26:55

Send us a Text Message. Join us for an exciting episode where we dive into the world of retirement travel! Tim shares his recent adventure with his dad on their annual Stanley Cup trip. Then we'll discuss tips on preparing for retirement travel, maximizing your trip experience, and optimizing your budget. CONTACT Website: https://www.dyerwealthmana…

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When Is The Right Time To Talk Finance When Dating? 21:53

3h ago21:53

21:53

Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious? Donna and Jim are here to sh…

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Financial Half-Truths 14:29

3d ago14:29

14:29

It’s easy to be taken in by half-truths in the financial world without understanding the whole truth. Troy breaks down some of these commonly held beliefs to provide clarity and advice for your financial future. He dives into misconceptions about market losses, portfolio fees, mortgage interest rates, and diversification strategies. Through real-li…

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Retirement Checklist 13:40

4h ago13:40

13:40

Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you're fully prepared for your golden years. Here’s some of what we discuss in this episode: Understanding your monthly income needs. Choosing the right account for withdrawals. Timing Social Secu…

1
Retirement: The Time To Plan Is Now 12:37

6h ago12:37

12:37

Send us a Text Message. Procrastination is a natural human tendency, especially when faced with tasks that feel overwhelming. That’s why many people find themselves procrastinating when it comes to creating a retirement plan. While some fear that they are in a worse financial situation than they actually are, others think they don't need a retireme…

1
Beware of Retirement Half-Truths 22:10

5h ago22:10

22:10

Send us a Text Message. We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples that seem straightforward but have nuances that can significantly impact your r…

1
#104 – Retirement planning chat with a "real" person, Laura Maione 1:11:07

7h ago1:11:07

1:11:07

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known…

1
CA Offers PFL Grants, Sales of Small Businesses Up, and NY to Outlaw Restaurant Reservation Bots 8:06

9h ago8:06

8:06

Some employers in California can get some financial help to cover the expenses of having workers out on Paid Family Leave under a new grant program that offers up to $2,000 per employee. Gene Marks shares details, as well as spotlights the recent increase of the sales of small businesses – noting that it is an excellent way for the next generation …

1
Inside China's Economy 27:26

14h ago27:26

27:26

Discover how China’s economy is currently struggling, and what this means for the global economy. Anne Stevenson-Yang lived in China for 25 years, and witnessed China’s transformation into a dominant economic power that is now openly challenging the U.S.By The Rich Dad Media Network

1
InvestTalk 6-19-2024 – Best of Caller Questions 46:54

14h ago46:54

46:54

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k R…

1
The Latest Trend in the Mortgage World (It's Scary) 9:28

16h ago9:28

9:28

1
Mastering the 6 Key Components of Business Success 33:31

18h ago33:31

33:31

To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline pro…

1
340 - “The Stock Market Is at an All-Time High. Should I Sell?” 13:12

19h ago13:12

13:12

The stock market just hit a new all-time high. Well, 31 new all-time highs just this year alone! It’s the million-dollar question we keep hearing. “Should I sell?” In today’s episode, host Travis Shelton answers this question as clearly, concisely, and emphatically as possible. If you take this advice, we strongly believe you’ll thank yourself late…

1
How to Build an Emergency Fund the Right Way 24:08

23h ago24:08

24:08

"I'm on Step 4 of the FOO and it’s feeling like this may take many many months, if not a year to just save 3 months of an emergency reserve. Is this normal for most people? Am I missing something?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster …

1
How to Think About Time: A Humble Legacy | Jonathan Clements | 081 1:29:01

4d ago1:29:01

1:29:01

Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (U…

1
I’m 86-Years-Old and Broke 10:25

1d ago10:25

10:25

1
E226: How to Share and Transmit Documents When Working With Financial Professionals 6:59

1d ago6:59

6:59

Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.By Michael Reynolds

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