show episodes
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
TAPO TALKS is a fun and informative monthly podcast that highlights our Top Advisors By Participant Outcomes (TAPOs) and their tools, techniques and anecdotes of success in the retirement plan space. What got them noticed? What are they doing right? How can you apply it to your business for greater growth, productivity, and—most importantly—client impact? Tune in and find out.
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
 
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 ...
 
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 ...
 
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 (www.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/UDF ...
 
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 ...
 
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 ...
 
Lifestyles Unlimited® is the premier education and mentoring group for real estate investing. Since 1990 we have been teaching our program to both the beginner and advanced investor. We mentor on all forms of residential real estate from single-family homes to several hundred unit apartment complexes. Many of our members have never owned investment real estate before. We guide members step by step through property locating, evaluating, negotiating, financing, closing, rehabs, leasing and man ...
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
Money Confidential, a new podcast from Real Simple, explores the many aspects of money: making it, saving it, investing it, giving it, spending it and—sometimes, hardest of all—talking about it. Each week, Stefanie O’Connell Rodriguez, a nationally recognized money expert, delves into your (confidential) money problems and delivers smart, practical, and completely doable solutions that will help you work toward your ultimate financial goals. She cuts through the confusion of investing beyond ...
 
Financial and retirement planning guidance from Phil Telpner of Breakout Private Wealth in Chicago, Illinois. Join Phil each show for helpful conversations about money, life, and retirement. Phil will cover topics like 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources.
 
The Your Life, Your Money Podcast helps you thrive in life, wealth and retirement. The show is designed to navigate the complexities around money, building and securing wealth, and achieving financial independence. Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you make smart and sound financial decisions. The goal is to take complex financial subjects and make them simple and easy to understand so you can fee ...
 
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.
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Learn how to use your IRA to gain tax-deferred or tax-free wealth. From Real Estate to Commodities, investors across America are using their IRAs to accumulate wealth that is tax-deferred or tax free. California Investor Radio is an educational program designed to help investors learn about opportunities for their self-directed retirement plans. Since 1981, The Entrust Administration has been assisting people who want to invest their IRA or Individual 401(k) plans in investments they know an ...
 
This is the show where all things technology and personal finance collide. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as budgeting, investing, tax planning, stock options, real estate, and insurance (just to name a few) more accessible to the tech community. Once referred to as the “Stuart Scott of personal finance,” Malcol ...
 
Wayne Wakefield is the Founder and President of Nevada Business Corporations and has over 35-years in Financial Services, a Businessman, and Entrepreneur. ‘Expertise’ and services include: Tax Consultant, Investment Advisor, Financial Consultant, Corporate Consultant, Domestic and International Business Consultation, Estate Planning, Pension Plan Restructuring through Self-Directed Ira and 401(k) and Trusts Contracts, Buy/Sell Agreements, State Licensing Services, and Board of Director Servi ...
 
Mark J. Kohler and Mat Sorensen, Tax Attorneys, Investors, and Entrepreneurs host the Main Street Business Podcast (Formerly the Refresh Your Wealth Show). The show covers, tax strategies, rental real estate, self-directed IRAs, legal strategies, business topics, and asset protection. They break down difficult topics such as LLCs, corporations, estate planning, raising capital, and retirement planning. They have a knack for explaining important and complex topics in an engaging and entertain ...
 
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show series
 
Owning company stock in your 401k can elicit strong reactions. Whether you are for and against the idea, I suspect you I believe you are right. You might be, but you might not be. There is no right answer, so listen to this episode to learn about the pros and cons of doing so. I field my first listener question about the Default option. There is a …
 
In this episode, we talked about the ever-evolving world of ESG funds inside of retirement plans, how including them in a 401(k) can motivate more participation, and how to establish a strong governmental framework for your plan administration with Bonnie Treichel, JD and Chief Solutions Officer at Endeavor Retirement. Listen to learn how to get ES…
 
Is it ever too late to start using the Roth function within your workplace retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoi…
 
Choosing a beneficiary for your retirement accounts isn't always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you. Visit DirectedIRA.com for more information.By Mark Kohler and Mat Sorensen
 
During a Monetary Reset, All Retirement Plans Change! The financial health of everyone expecting to retire is being challenged. From a lack of savings, increasing inflation expectations, and the destruction of currencies there's no easy way out of this mess. All signs point to financial pain for those that don't own assets that produce and protect …
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210613-LURIRS-MikeHarrison-Podcast-Edit.mp3 Mike Harrison “invested” in his 401(k) for 2 decades before realizing that the so-called retirement benefits were actual disadvantages. Calling out 5 facts about the 401(k), learn how to convert these savings plans into tangible cash-flowing as…
 
ForUsAll recently announced a new product that will allow cryptocurrency investments to be made inside 401(k) retirement accounts. Jeff Schulte, CEO of ForUsAll, discusses why putting crypto in a 401(k) is such a game changer, how this differs from Bitcoin IRAs, and more! Show highlights: how bringing crypto into a 401(k) with ForUsAll will work wh…
 
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, Christy Wright, Rachel Cruze, Anthony ONeal and John Delony.…
 
Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals. Russell’s practical yet insightful digital marketing tips and techniques have helped thousands of financial professionals experience significant growth. And lord knows, when it comes to digital marketing, they certainly need the help…
 
If you have tried to buy almost anything in the last several months, there is a good chance it costs you more today than it did previously. These cost increases, or inflation, have been a dominant topic of conversation both at the proverbial water cooler as well as with economists. I can’t solve the water cooler part, but I am excited to welcome ba…
 
When it comes to your 401(k) plan, you want to keep your hands off for as long as possible. The longer those funds can compound and grow, the better. In this episode, Malcolm Ethridge speaks about his recent blog that left a few people uneasy about the message he was getting across. Malcolm discusses why he believes that you should not be borrowing…
 
In this episode, we talked about the importance of understanding the fundamentals of your financial life, spending time to truly think about and set goals, common mistakes to avoid, and how to get started with Bridget Grimes, CFP, Founder and President of Wealth Choice and Author of Corner Office Choices. Listen to learn how to think about and plan…
 
Believe it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk, chief economist at Grant Thornton. The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchas…
 
In this episode, we talked about entrepreneurship, the challenges of growing a business, how to differentiate in a crowded marketplace, and becoming the second highest trafficked site in a category with Matthew Dolman, personal injury attorney and Managing Partner of Sibley, Dolman and Gipe. Listen to learn the keys to growing your organic search r…
 
Believe it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk, chief economist at Grant Thornton. The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchas…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his…
 
LifeBlood CREATE: We talked about managing employees remotely, the need and context for in-person meetings, how to stay on top of your company’s tech needs, and how to foster a continuous feedback loop with Chris Gherardini, Owner and President of Turnkey Technologies. Listen to learn how to constantly optimize without burning out! For the Differen…
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 …
 
It's Friday! Today we discuss: 2:21 What do we do with Michael Burry's predictions of a crypto crash? 18:35 How do I figure out how much life insurance I need 35:45 Is Florida the best state in the USA? Enjoy! To join me next week, sign up here: https://patreon.com/RadicalPersonalFinance Joshua
 
Welcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen! https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the importance of building a platform, understanding your brand’s DNA, and the art of leadership storytelling. Read more: h…
 
A conversation on how nuclear energy can provide zero-carbon, reliable energy, and why it should potentially be considered as a key part of the world's response to climate change. A discussion between Economics Explored host Gene Tunny and Adept Economics Research Officer Ben Scott. Links relevant to the conversation include: Does nuclear energy ha…
 
Jaynti Kanani, cofounder and CEO of Polygon, discusses why the layer 2 solution has seen so much success during a down crypto market. Show highlights: what factors have led to Polygon’s and MATIC's impressive performance YTD how Polygon is scaling Ethereum what types of projects are taking off on Polygon how Polygon is attempting to address the iss…
 
Preparing for retirement is the name of the game, but there's more to life than just saving, at some point you have to enjoy things along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more…
 
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, Christy Wright, Rachel Cruze, Anthony ONeal and John Delony.…
 
Food Is Real Wealth! Last year the world was introduced to panic buying and today more people are stocking up with extra items for the first time ever. In this RTD Q&A ft Alaska Prepper, we talk about the mindset of strategically preparing for future events and how a small accumulation of your everyday goods add up to a savings account in food for …
 
On this audio replay of CRI’s May 13, 2021 webinar, Charles E.F. Millard, former Director, Pension Benefit Guaranty Corporation, and Senior Advisor, Amundi Asset Management moderates a discussion with panelists from the United Kingdom (David Pitt-Watson and Terry Pullinger), the Netherlands (Alwin Oerlemans), and the United States (Bradford Campbel…
 
At least one market strategist believes that commodities are entering a multiyear bull market. Today's Stocks & Topics: IVR - Invesco Mortgage Capital Inc., CLF - Cleveland-Cliffs Inc., RF - Regions Financial Corp., CAT - Caterpillar Inc., MPLX - MPLX L.P., ROOT - Root Inc. Cl A, Investing in Cryptocurrency, OKE - ONEOK Inc., Jobs Report, LEI: Lead…
 
On this episode of the Passive Income Attorney podcast, Seth is joined by full-time periodontist Dr. Jeff Anzalone as they talk about his perspective as an investor-doctor, and why you need to reconsider the way you think about money, the educational system, and your future. Apart from being a dentist in the great state of Louisiana, Dr. Jeff is al…
 
Saving for retirement is not the same as what your parents and grandparents did. It has become harder in several ways, but we’ll explain what you can do to prepare. Read more and get additional financial resources here: http://lifemoneyshow.com What we discuss on this episode: 4:44 – Fox Business story 6:55 – Grandparents and parents 9:54 – Pension…
 
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. What we discuss on this episode: 1:29 …
 
What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/ What we discuss on this episode: 0:42 - How …
 
Could Dimensional Funds’ pivot be a major catalyst for the $21 trillion mutual fund industry-- prompting it to begin switching over to the ETF format? Today's Stocks & Topics: TGB - Taseko Mines Ltd., Software Stocks, ALLY - Ally Financial Inc., Stocks Indicators, BLDE - Blade Air Mobility Inc., RH - RH, CDNA - CareDx Inc., Inflation, IT - Gartner …
 
In this episode, we talked about what to do when we’re feeling stuck or are unsure what we want to do when we grow up, how to figure out what our ideal job is, and how to make it happen with Marilyn Maslin, Chief Talent Officer and Managing Partner at the Maslin Group and Resume Footprint. Listen to learn what you can be doing now to land your drea…
 
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