show episodes
 
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!
 
This is NOT your grandfather’s radio show. The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock m ...
 
Matt G from the Habesha Finance Podcast reveals his strategies and knowledge to help you achieve financial independence and overcome your money problems. Matt, the son of two Habesha immigrants, is an engineer who understands there’s not just one way that leads to financial freedom and that’s what he’s here to explore. From saving for retirement to graduating college debt free to interviews with Ethiopian and Eritrean entrepreneurs he covers all topics related to personal finance and habesha ...
 
Join Glen James and John Pidgeon as they take a light-hearted look at money issues for millennials. Will they encourage you? Yep Will you be offended? Maybe Can they please everyone? No You may like to check out our other podcasts that might be of interest: my millennial career (with Shell & Em), my millennial property (with John Pidgeon & Emily Wallace), my millennial health (Jess Spendlove & Chloe McLoed), my millennial money express (usually under 10 min episodes), my millennial business ...
 
Terry Martine answers your retirement planning questions for members of the Florida Retirement System. There are other "financial" podcasts, but only one that focuses on the specific needs of members in the FRS system. Curious about what your retirement will look like? Should you enter DROP? Considering the Investment Plan? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial plan. Give us a listen. We're here to ans ...
 
Loading …
show series
 
In this episode of the Habesha Finance podcast I discuss 2021 contribution limits for the different retirement accounts available to folks out there. Don't forget to rate, review and subscribe! Subscribe on YouTube! HOW WE PAID OFF $250,000 in LESS THAN 22 MONTHS 💸 Earn MORE Money With High Yield Savings Accounts | Very EASY to Do💰 Get Term Life In…
 
In this episode we explore your options to a 401k rollover or 403b rollover. There are 5 pro's and cons to a Rollover IRA. The main deciding factor is if you think there might be a circumstance that you need to take a loan on your 401k. Maybe your looking for a more diversified funds or stocks than your 401k provider offers. We'll cover the 5 optio…
 
Ryan is extremely excited to talk with his guest, Mike Michalowicz, the entrepreneur, speaker, and author of Profit First. These two geek out over why businesses need to stop stealing from their profits and make sure you run your business (and your personal life!) like a well oiled machine. If you’re ready to flip your thinking about how to save mo…
 
2 million dollars... Don't you think we should ask for a bit more than a million dollars... Ya we are nerds. Jokes aside, Dr. Evil and Mini Me, two amazing community members, are forward thinkers looking to save $2 million for their retirement. They have financial plans and savings in place, but Kayse thinks they need to consider their financial in…
 
Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists. Blog: Too Many 403(b) Vendors Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It. In Praise of 403bcompare.com The Paradox of Choice 403bwise Events Meridian Wealth Management 403bwise.orgBy Daniel Otter, PhD and Scott Dauenhauer, CFP®
 
Friends of the show Nath & Cal share a bit of their story with Glen touching on: 👉🏻Nath's nomination for the 2020 Telstra Ballet Awards (the easiest way to vote is to text ‘Nathan’ to 0484 BALLET (0484 225 538) or go to https://www.telstra.com.au/2020-telstra-ballet-dancer-awards and follow the prompts) 👉🏽what it was like building their own home fr…
 
Share this with your mum/dad/aunty/uncle/older person in your life - it's all about money stuff for over 55s. Marc Bineham, the former president of the Association of Financial Advisers (AFA), joins Glen to answer the questions you sent in on behalf on your parents/older contacts, touching on: 👉Q1: How do you actually access super and what do you d…
 
After receiving countless questions from the community about real estate syndications, Ryan brings back the expert, Dr. Cathy Carroll MD CFA, to clarify the top questions regarding real estate syndication. Unsure about where to start? Concerned about the risks involved? Well, you better get comfy because we are going to answer all your questions! I…
 
Ryan gets to play both good and bad cop on this week's Financial Health Assessment for Homer & Marge. While these two seem to have their budgeting in hand, Ryan discusses a few insurance updates that often get missed when physicians' financial situations change. Do you know what the three most important updates to your insurance are? There is no be…
 
Two professors and a Dean of a College of Education discuss how to educate pre-service teachers about the 403(b) and saving for retirement before the sales sharks get to them (403bwise Event recorded on 1.27.21). Eric McClarey Mark Schug Anthony Scheffler 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program…
 
Glen chatted with Natasha Gillezeau from the Australian Financial Review about this current issue of Facebook banning Australian news outlets. *Correction, Glen recorded this on Friday 19th Feb 2021. He thought it was the 20th at time of recording. Get $20 off The Glen James Spending Plan using the code "MAGIC". Link to course below! For podcast re…
 
Pat Flynn (USA) is a father, husband, and entrepreneur. He owns several successful online businesses and is a professional blogger, keynote speaker, Wall Street Journal bestselling author, and host of the Smart Passive Income and AskPat podcasts, which have earned a combined total of over 60 million downloads, multiple awards, and features in publi…
 
Host of the gen z money podcast, Azaria, jumps on the show with Glen to answer your questions! 👉🏿Q1 how do you afford big holidays while paying off a mortgage? 👉🏻Q2 what are the benefits and potential issues with buying a place that has strata fees? 👉🏼Q3 what do you do if you receive an inheritance? What should you focus on? 👉Q4 what happens when y…
 
In this episode of the Habesha Finance podcast I break down the Dave Ramsey philosophy around buying a home and how my wife and I approached this baby step and whether or not we're planning to pay off our home early. Don't forget to rate, review and subscribe! Subscribe on YouTube! HOW WE PAID OFF $250,000 in LESS THAN 22 MONTHS 💸 Earn MORE Money W…
 
Searching for a dream job can feel like finding the needle in a haystack. Even if you don't know what your dream job looks like, there are steps you can take now to help create this vision. Ryan brings back the boss, his wife Dr. Taylor, to talk about the criteria she had when finding and creating her dream job. If you are looking to reduce your bu…
 
On this week's America's 401K Show, Coach Pete, Marty Hensley, Thomas Lipscomb and Jennifer Ransdell talk about protected and unprotected retirement accounts. Do you know which one you're in? They also talk about a "bicycle bubble" and its relation to the market, retirement case studies, a Dave Perkins "Road Trip" and a lot more. If you want more i…
 
Evan and Kristin, two amazing community members, are crushing their saving plans before finishing residency! They are seeking more information as to whether to use an employment retirement plan or not. In addition to their questions, Ryan thinks they’re paying too aggressively towards federal student loans, and Kayse urges them to set up disability…
 
Bad AXA/Equitable things come in threes. Equitable Bermuda Triangle Mutating 403(b) Phish 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full d…
 
Friend of the show, business owner and social media influencer, Nathan McCallum, came back on the show to chat about money and how that intersects with being an influencer: 👉🏿what talking about money was like growing up 👉🏽how he thinks about his money now - what he prioritises and how money happens when you're an influencer on social media 👉some of…
 
Friend of the show, financial adviser and podcaster Katherine Hayes, joins Glen to answer some great community questions, including: 👉🏻Q1 what's the best way to set up a mortgage and pay it off quickly when you're buying your first property in your late 40s? 👉🏿Q2 how do I split shared expenses with a partner and keep some financial independence at …
 
Don't forget to rate, review and subscribe! Subscribe on YouTube! HOW WE PAID OFF $250,000 in LESS THAN 22 MONTHS 💸 Earn MORE Money With High Yield Savings Accounts | Very EASY to Do💰 Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested i…
 
Credit card companies are great at creating perks to entice people to sign up for a new card. While the rewards may be useful, many people actually get into serious credit card debt or miss payments that crush their credit! The debt accrued trying to attain those rewards ends up negating these perks all together. Ryan provides a brief overview on c…
 
In today's financial assessment, Ryan and Kayse are giving an A+ to community members Eli and McKenna. This young couple has taken a lot of time to think about their savings strategy with realistic retirement goals. While they do have a great plan, they would benefit from setting up joint checking accounts to better organize their finances. Are you…
 
Paige paid off $36k worth of debt in 17 months!!! After reading her story on the m3 Facebook group Glen HAD to get her on the show to talk about how she did it. The chat touches on: 👉🏽what her debts were and how she prioritised paying them off 👉the system she used to get her spending under control, then start fast tracking debt repayments 👉🏾tips an…
 
Glen road tripped to Canberra and gave listener, Laura, a mic! They chat a bunch about tracking your net worth (see below for links) and some listener questions: 👉🏻download the net worth tracker to figure out your net worth ➡➡➡Excel version: https://www.sortyourmoneyout.com/s/m3-my-net-worth.xlsx ➡➡➡Numbers version (MAC): https://www.sortyourmoneyo…
 
For the full interview on YouTube click here: Promoting Positivity Through Financial Freedom Don't forget to rate, review and subscribe! Subscribe on YouTube! HOW WE PAID OFF $250,000 in LESS THAN 22 MONTHS 💸 Earn MORE Money With High Yield Savings Accounts | Very EASY to Do💰 Get Term Life Insurance. Creating an account is free with Haven Life and …
 
To some, a credit score is just an illusive number that we have little control over. Credit scores are more than just a number though! They show lenders our financial behaviors and can affect our ability to borrow. Ryan helps break down what your credit score is, why it's so important, and how people improve it. If you want to learn how to reclaim …
 
We chat about GameStop. Recorded 3:30pm, 1 Feb 2021. Article referenced Washington Post: https://www.washingtonpost.com/business/2021/01/29/robinhood-citadel-gamestop-reddit/ Article referenced Wall Street Journal: https://www.wsj.com/articles/gamestop-frenzy-puts-spotlight-on-trading-giant-citadel-securities-11612089000 Email us your questions! qu…
 
We talk 457(b) with Christina Elliott, executive director of Ohio’s excellent state-based 457(b) plan which is open to all Ohio K-12 public school teachers. Ohio Deferred Compensation Plan 403(b)/457(b) Side-by-Side Comparison Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes only …
 
Today’s Financial Health Assessment is for two amazing community members who are just getting started on their financial journey. Kevin & Kristi impressed Ryan and Kayse by building their foundation for long term savings early on. However, these two are looking too far ahead when it comes to picking individual stocks before even building their port…
 
Robert H. Frank is the Henrietta Johnson Louis Professor of Management and Professor of Economics at Cornell's Johnson Graduate School of Management and a Distinguished Senior Fellow at Demos - an incredible guest to have on the show. Glen had a chat with him about: 👉🏽how to think like an economist 👉🏿a bit about his work - his teaching, research an…
 
For the full interview on YouTube click here: Promoting Positivity Through Financial Freedom Don't forget to rate, review and subscribe! Subscribe on YouTube! HOW WE PAID OFF $250,000 in LESS THAN 22 MONTHS 💸 Earn MORE Money With High Yield Savings Accounts | Very EASY to Do💰 Get Term Life Insurance. Creating an account is free with Haven Life and …
 
It's easy to put your head in the sand and work on just your goals, but Dr. Bo Bogopane wants to talk about why communication helps us see what's happening in our community. As a father of three, Dr. Bogopane believes in starting difficult conversations that help educate ourselves and others. Ryan is always a proponent of inclusivity, and wants to …
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login