Best 401k Options Podcasts (2024)

1
Managing Retirement Funds: Options for 401k 6:09

3d ago6:09

6:09

Mike Riedmiller discusses the potential impact of interest rate cuts on fixed income investments and the importance of financial planning. He also explores the options for managing a 401k after retirement. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President …

1
Best Water Treatment with Ratchford from Quality Water & Realtor Linda Peltz 24:11

15h ago24:11

24:11

Elevate your home's water quality with Ratchford Quality Water in Fresno, CA! Our water softeners and reverse osmosis systems provide exceptional benefits with just a simple monthly fee covering all maintenance. Installed near the main water line, these systems not only ensure pure, soft water but also enhance your home's resale value. Enjoy hassle…

1
What Is A Solo 401(k)? 31:36

5h ago31:36

31:36

In this episode, we're diving into one of my favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditio…

1
The Importance of Guaranteed Income 19:00

3h ago19:00

19:00

In this conversation, Kevin discusses the importance of guaranteed income sources for retirement planning, emphasizing the need for financial security and the necessity of couples being on the same page regarding their financial strategies. He highlights his unique approach to retirement planning, which combines education and personalized strategie…

1
Year-End Financial Planning Essentials 6:26

1h ago6:26

6:26

Mike Riedmiller discusses the volatility in the market and emphasizes the importance of customized financial planning to protect clients' investments and savings. He also touches on the need for year-end financial reviews and planning, especially as the holiday season approaches. To schedule your complimentary portfolio review with Riedmiller Wealt…

1
Long Term Care Insurance Options in Retirement 20:02

3d ago20:02

20:02

In this Episode of the Secure Your Retirement Podcast, Radon and Murs sets the stage for the next two episodes, which will dive deeper into long term care options. Listen in to learn about the changes in long-term care insurance over the past 20 years and why traditional policies are becoming less common. Discover alternative long-term care solutio…

1
Untangling The New Required Minimum Distribution (RMD) Rules 28:48

14h ago28:48

28:48

Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for benefici…

1
Real Estate Vs IRA's and 401(k) ft. Kris Krohn 1:15:05

7d ago1:15:05

1:15:05

In this special episode, Mat is joined by Kris Krohn, a real estate expert with a massive following, for a debate on the best way to build wealth—investing in real estate or focusing on your IRA/401k. 💥 We dive into the numbers, the pros and cons of each strategy, and why Kris thinks IRAs and 401ks are underperforming for most investors. I share my…

1
The Ultimate Strategy to Protect Your IRA/401k 18:37

9d ago18:37

18:37

In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy? Mark and Mat discuss real-life examples, including how even…

1
Retirement Tax Withholding - Tips for Avoiding Tax Surprises 32:27

4d ago32:27

32:27

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of understanding tax withholdings in retirement to avoid tax surprises. Unlike during your working years when taxes are automatically withheld from your paycheck, retirement requires a more strategic approach to managing taxes. To help navigate this complex…

1
Solar Options for Your Home with Scott Crumb & Linda Peltz 24:50

7d ago24:50

24:50

Ready to embrace solar energy but unsure about the best purchase option? Here’s a quick rundown by Scott Crumb and Linda Peltz to choice residential solar systems and how they can save you money.By Linda Peltz, Scott Crumb

1
Planning for Market Volatility: Individual Goals Matter 6:52

11d ago6:52

6:52

Mike Riedmiller talks about how planning based on individual goals and situations is important in navigating market volatility. Mike explains that getting a second opinion is common when other advisors are hard to reach or don't listen to input. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirem…

1
Navigating Your Social Security Retirement Benefits 19:29

11d ago19:29

19:29

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the intricacies of Social Security retirement benefits and answer some of the most commonly asked questions. They break down key topics such as when and how to apply for Social Security benefits, understanding the taxation implications, and how to maximize your benefits. …

1
Paychex Payroll, HR, Benefits, 401K and Workers Comp with Brandon Marquez 6:27

12d ago6:27

6:27

In the fast-paced world of business, managing payroll, HR, and benefits can be overwhelming. Paychex offers a suite of solutions designed to streamline these processes, making it a go-to resource for companies of all sizes. Here’s a closer look at what Paychex has to offer and why it’s worth considering for your business needs.…

1
Open Forum: Listener Questions Answered! 39:19

15d ago39:19

39:19

Welcome to the Directed IRA Podcast! In this episode, we're diving into an open forum where we answer your questions about retirement accounts, including how to sell assets in your account, operate a Solo 401(k), and more. We’re breaking down what you can and can’t do so that you can make the most out of your retirement planning. Got questions? Hea…

1
What Really Matters In Retirement? Six Lessons from One Retiree 28:45

17d ago28:45

28:45

In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retirement." Exploring the complexities of retirement that go beyond financial concerns, highlighting how true fulfillment often lies in navigating the non-financial aspects of this life stage. Join us as we unravel th…

1
The Election: Avoiding Emotional Decision-Making 6:01

20d ago6:01

6:01

Mike Riedmiller discusses the potential impact of the upcoming election on finances and retirement planning. He speaks on the importance of not getting caught up in the emotion and uncertainty surrounding the election and instead focusing on long-term financial planning. To schedule your complimentary portfolio review with Riedmiller Wealth Managem…

1
Exploring Guaranteed Retirement Income Options 18:16

26d ago18:16

18:16

Kevin discuses the need to understand and manage the risk in one's portfolio. The conversation also touches on the impact of the upcoming presidential election on the market and advises against making investment decisions based on political promises. The importance of guaranteed retirement income and strategies to mitigate the effects of inflation …

1
De-Risking Your Investment Portfolio as You Approach Retirement 23:12

27d ago23:12

23:12

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial topic of de-risking your investment portfolio as you approach retirement. As you get closer to this significant life milestone, the question of whether to become more conservative with your investments becomes more pressing. Radon, Murs, and guest certified fi…

1
Best Retirement Options for Freelancers in 2024 28:46

22d ago28:46

28:46

In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you. Mat and Mark dive into the unique opportunities av…

1
Encouraging Clients to Spend in Retirement 6:22

1M ago6:22

6:22

Mike Riedmiller explains the number one fear in retirement is running out of money, but proper income planning can alleviate this fear. Mike says some retirees are a little more nervous and need encouragement to spend their savings. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com …

1
401K Rules in Retirement After Reaching Age 50 17:01

1M ago17:01

17:01

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential rules and considerations surrounding your 401K as you approach and surpass the age of 50. Age 50 is a pivotal milestone when it comes to retirement planning, with key changes in contribution limits, withdrawal rules, and rollover options that can significant…

1
How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino) 44:45

1M ago44:45

44:45

Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO an…

1
Risk Mitigators for Farmers and Ranchers with Paige Gilligan & Realtor Linda Peltz 11:55

1M ago11:55

11:55

Are you a farmer or rancher looking to optimize your land for the best financial outcome? Paige Gilligan from Risk Mitigators and Advisors can help! Whether you’re dealing with water shortages or exploring alternative revenue streams, Paige’s expertise ensures you make the most of your resources. She also offers appraisal services for auctions and …

1
Buffered ETFs: Market Downside Protection? Are They Right for You? 35:09

1M ago35:09

35:09

There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial i…

1
Social Security and Avoiding Financial Mistakes in Retirement 7:40

1M ago7:40

7:40

Mike Riedmiller focuses on how to prepare for potential cuts in Social Security benefits and the importance of income planning for retirement. Plus, he touches on the stock market and the possibility of a market correction before the election. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretiremen…

1
Navigating Market Volatility: The Need for a Defensive Posture 17:05

1M ago17:05

17:05

In this conversation, Kevin discusses the current state of the market and the need for a defensive posture. He recommends investing in fixed annuities and income annuities to protect against market volatility and ensure a guaranteed income in retirement. Kevin also emphasizes the importance of diversification and using multiple strategies to genera…

1
What Documents Should I Keep on File in Retirement? 21:47

1M ago21:47

21:47

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial documents you need to keep on file as you approach or enter retirement. It's not uncommon to feel overwhelmed by the amount of paperwork accumulated over the years, especially when it comes to tax returns, legal documents, and health care records. This episode…

1
Home Loan Partnership with Michelle Walker from Western Pioneer 28:12

2M ago28:12

28:12

Michelle Walker and her team are dedicated to serving their clients' best interests with unwavering commitment. With a deep understanding of the mortgage landscape, they navigate the complexities of lending with a focus on providing tailored solutions that meet each client's unique needs. Whether it’s a first-time homebuyer or a seasoned investor, …

1
The First Step in Retirement Planning 7:03

2M ago7:03

7:03

Mike Riedmiller talks about the importance of planning for retirement and what the first step should be. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down reti…

1
Social Security Spousal Benefit in Retirement 26:57

2M ago26:57

26:57

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Social Security spousal benefits. Social Security is a complex subject, and today, we're diving into the intricacies of spousal benefits. What are they? How do they work? And what strategies can be utilized to maximize these benefits? To help us navigate this important to…

1
Dr. Josh Raiffe, DMD - Path to Dental Practice Ownership 48:15

1M ago48:15

48:15

Path to Ownership: Dr. Josh Raiffe's background in dentistry, growing up in a dental family, and early exposure to the business. The Decision to Buy: After being unexpectedly fired from his associate position, Dr. Josh Raiffe considered starting up his own practice but ultimately decided to acquire an existing one. Importance of a Buyer's Represent…

1
The Best College Saving Strategies! 31:29

1M ago31:29

31:29

Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burde…

1
6 Figures Property Management Business with Raul Pelcastre & Linda Peltz Realtor 14:10

2M ago14:10

14:10

In this video, Linda Peltz interviews Raul Pelcastre, a property management expert from Fresno California. Raul shares insights into his business, focusing on residential properties and his commitment to treating each property as his own. He emphasizes the importance of trust and communication between property managers and clients, discusses legal …

1
When Do Annuities Make Sense? 16:54

2M ago16:54

16:54

Annuities can be beneficial for those who need more income, want guaranteed income, or seek peace of mind. They provide a higher guaranteed payout and protect against market fluctuations. It is important to have a financial plan that considers guaranteed income sources, portfolio growth, and protection. Retiring early can be challenging due to heal…

1
The Process of Choosing a New Advisor for Retirement 6:45

2M ago6:45

6:45

When considering switching financial advisors, some common reasons include retirement, high fees, underperforming portfolios, and the desire for comprehensive guidance. Mike Riedmiller explains that it is important to objectively evaluate the need for a change and consider the advisor's experience and alignment with your goals. To schedule your com…

1
Is Your Annuity Working For You in Retirement? - Key Reasons to Reevaluate Now 17:11

2M ago17:11

17:11

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of reevaluating your annuity, especially in the current economic climate. The episode dives deep into scenarios where reassessing your current annuity product can be beneficial, highlighting how both banks and insurance companies have gained from the recent…

1
Lending Process with Andrew Morales from Zabe Mortgage, Realtors Ivan Leon & Linda Peltz 32:19

2M ago32:19

32:19

Joining us today is Andrew Morales from Zabe Mortgage. Andrew will share some cool insights about the lending process. Andrew Morales from Zabe Mortgage been for a little while and have a slightly different approach than most lenders in the area. Today, he will go over the timelines and processes of all lending and requirements. He won't bore you w…

1
Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed 24:12

2M ago24:12

24:12

Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options. Join us as we explore: - The…

1
No Budget Needed 28:10

2M ago28:10

28:10

In this episode, hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most people approaching retirement. Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Learn about the "Retirement Spending Smile" concept and why focusing on your lifest…

1
Exploring Goals and Choices in Retirement 7:06

2M ago7:06

7:06

Mike Riedmiller explains the importance of financial security in retirement and the freedom it provides. He also explains different goals and choices people have in retirement, such as traveling, volunteering, and spoiling grandchildren and how to put a retirement plan together to support specific goals. To schedule your complimentary portfolio rev…

1
Ensuring Market Protection for Retirement 20:44

2M ago20:44

20:44

Episode Takeaways: Having market protection in place is key for retirement planning. Annuities can provide guaranteed income but should not make up 100% of one's assets. Social Security optimization involves considering factors such as health, hereditary, and personal financial needs. Working with a trusted advisor and having a comprehensive financ…

1
2025 Medicare Part D Overhaul in Retirement- Key Changes in Prescription Drug Coverage 28:03

2M ago28:03

28:03

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the upcoming changes to Medicare Part D in 2025, bringing on their in-house healthcare specialist, Shawn Southard. The discussion highlights significant updates to prescription drug coverage that will impact beneficiaries, especially concerning cost reductions and structu…

1
Enhance Business With AI Automation & Strategy with Leena Mendoza and Linda Peltz Realtor 17:43

2M ago17:43

17:43

Most business has shifted into digital activation and AI automation. AI automation is important for scaling and growing businesses because it can streamline repetitive tasks. Tune in to podcast below to learn how to scale business with AI AutomationBy Linda Peltz, Leena Mendoza

1
Real Estate Opportunities in Today’s Market with Noah Brocious 45:38

2M ago45:38

45:38

This webinar explores real estate opportunities in today’s market with insights from Capital Fund. Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market. To Lea…

1
What to Consider Before Retiring Due to Job Changes 8:27

2M ago8:27

8:27

Mike Riedmiller discusses factors you should consider when someone considers retiring due to changes in their job situation, factors to review include their current financial situation, including accounts, expenses, income, and debt. It's important to have a plan in place to cover expenses and income sources like Social Security, pensions, and inve…

1
Social Security at 62 vs 67 in Retirement 28:37

2M ago28:37

28:37

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss whether to take Social Security at age 62 or wait until the full retirement age of 67. This is one of the most frequent and challenging questions they encounter from clients. Through a detailed example featuring their colleague Taylor, they explore the considerations that…

1
The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered 42:55

2M ago42:55

42:55

Top 10 Frequently Asked Questions About Self-Directed IRAs Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you. Join us…

1
How To Navigate Markets In An Election Year 29:39

2M ago29:39

29:39

It's almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Find out in this episode as Tyler Emrick, CFA®, CFP®, cuts through the political noise exploring historical market performance in past election years and Presidential terms. Sharing how you can use this data to set your emotion…

1
Taxes: Factors to Consider Before Retiring 8:49

2M ago8:49

8:49

Mike Riedmiller discusses the potential impact of changes in tax policies on retirement planning and the importance of tax planning in managing retirement funds. He also touches on the retirement decision-making process and factors to consider before retiring. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit w…

Podcasts Worth a Listen

401k Options Podcasts

Podcasts Worth a Listen

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