show episodes
 
At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, Ed Storer and his team specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.
 
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
 
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!
 
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.
 
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.
 
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. 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. We are focused on helping investors preserve and grow their assets, increase their inc ...
 
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. 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. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
 
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. 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. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
 
Garry Thurman and Tyde McIntosh bring everything you need to know about retirement and income planning in a fast paced format. 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. We are focused on helping investors preserve and grow their assets, increase their income, and redu ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
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 market, but you also have to prepare for the ...
 
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 ...
 
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.
 
Scott Phillips, Steven Cox, and the team bring everything you need to know about retirement and income planning in a fast paced format. 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. We are focused on helping investors preserve and grow their assets, increase their income, ...
 
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show series
 
On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe. If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Fees, Risk,…
 
We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program. If you have any questions about your retirement call Simon & Simon 800-728-2…
 
Fred addresses inflation and offers strategies to best combat the highest inflation we’ve seen in 40 years. Some of his suggestions include reviewing our budget, grouping your trips, and reviewing your investment portfolio. He weighs on in recent comments by Fed Chair Jerome Powell’s testimony on interest rates, recession, and the overall economy, …
 
You want a retirement with as few regrets as possible. What are some things you can do in the financial red zone to avoid having those regrets? Ed covers that in this podcast. He also goes over critical factors in achieving your retirement goals and how to realize your vision and direction. You can reach Ed Storer and the team by calling 800-563-70…
 
How many times have you said, “woulda, coulda, shoulda”. Or maybe it’s if I only knew now what I didn’t know then. Either way we’ve all got regrets. This week Kevin Brucher digs into some of the most common regrets he hears from those entering retirement. That and much more on Cruising Through Retirement. Plus an update on Kevin’s Pure Growth Fund.…
 
Should you pay off debt or invest? It’s a straightforward question. Yet, the answer is often not so straightforward and really depends on your situation. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger about the proper way to think through this question so that you can begin making more educated decisions a…
 
Have you ever wondered what it's like to work with an independent fiduciary advisor? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio discussing what life is like here at Capital Financial, and breaking down all the areas we can cover in retirement planning. If you have questions about taxes in…
 
Have you wondered how much more you could have in savings if you start sooner rather than later? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio crunching those hard numbers in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirem…
 
Inflation has been up dramatically this year, but has it been on the rise for longer than that?Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio taking a deep dive into inflation and how you can protect your retirement savings against it. If you have questions about taxes in retirement, or if yo…
 
Are you afraid you won't be able to enjoy your retirement because of a bad plan or no plan? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio breaking down how you can make your savings more efficient for a secure and successful retirement! If you have questions about taxes in retirement, or if …
 
Are you buying or renting? What are the perks of being a homeowner? Think through and focus on both financial and non-financial reasons. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about the rules of thumb when deciding whether to buy or rent a home. Topics Discussed: • Why buy? Live in it 3-5 years to break even and …
 
On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you. If you have any questions about your retirem…
 
On this week’s episode we talk regret. We have a woulda, coulda, shoulda, list you don’t want to miss. Inflation & a possible recession are on everyone’s mind especially those near and in retirement. We discuss steps you can take during uncertain times. Saving is paramount when it comes to retirement, but you need a retirement plan to with those sa…
 
On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe. If you have any questions about your retirement call Elite Income Advisors 800-653-8404. Retirement, Planning, Fees, Risk, See om…
 
Just getting to retirement is a major accomplishment. You’ve saved, planned and now it’s time for the fun stuff. However statistics show that the first few years of retirement can be surprisingly tense. Today Kevin Brucher has some tips to help you minimize risk, preserve your wealth and your sanity. Plus a Pure Growth update and some thoughts on t…
 
Dealing with change is often difficult. This week Joe Murphy shows how planning for retirement has evolved over the past twenty years or so. Joe Murphy has the top ten changes in getting to that next phase of life called retirement. That and more on this week's Wealth Health Radio. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnyst…
 
What is now considered safe withdrawal strategies in retirement? Fred looks back at conventional “safe” rates from the past and what is considered safe now. He explores reasons why the “safe income withdrawal rate” has decreased since the 80s and explains why modifications in your retirement plans may be necessary due to the fact that traditional a…
 
Advanced Business Strategist and Coach Dr. Dean Russell joins Ed Storer in a conversation on the team effort that goes into the business coaching provided by The Wealth Training Academy. Ed and Dr. Dean talk about the importance of creating and building business building skills and replacing emotion with perspective. The conversation also involves …
 
Dealing with change is often difficult. This week Saba Khan shows how planning for retirement has evolved over the past twenty years or so. She’s got the top ten changes in getting to that next phase of life called retirement. That and more on this week's Financially Fearless. Visit 1890Wealth.com Call 800-730-3385. See omnystudio.com/listener for …
 
Vendors like AXA/Equitable and National Life Group sell high-cost products to educators but make excellent low-cost retirement plans available to their employees. We look at these firm's 401(k) plans. Form 5500 Search Blog: National Life Group Hypocrisy Learned by Being Burned Meridian Wealth Management 403bwise.org…
 
Money isn’t always the key to happiness. What are the key financial planning processes for using your money to live a better life? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks with his colleague, Jennifer Quire, a fellow Certified Financial Planner CFP®. As financial planners, Daniel and Jennifer’s goal is to help phys…
 
On this week's Marcus Warren show, Marcus outlines the pros and cons of retiring early - is it even possible?We also answer a few listener questions about the current economy, stock market, and inflation. And we discuss... the crypto crash!Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message wit…
 
Do you remember the late Notorious B.I.G.’s song, Mo Money Mo Problems? Physicians can probably relate to it. On the flip side, some people believe that having more money makes you benefit from fewer problems. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFP®), about how m…
 
Cash may not be King anymore because inflation is fighting for that crown. Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio answering YOUR questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the …
 
If you're looking for planning advice, look no further! Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio discussing the pillars of a true retirement plan. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and…
 
People are leaving the workplace for 'greener pastures'. Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio breaking down how to effectively keep your retirement savings no matter what you do. If you have questions about taxes in retirement, or if you want a second opinion on your ret…
 
What do you want your life to look like in retirement? Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio going over just how easy it is for expenses to get out of hand and the importance of a proper plan. If you have questions about taxes in retirement, or if you want a second opinio…
 
Everyone wants to know "What stock should I invest in?" It's not as simple as just picking the "right stock". Retirement and Wealth Strategist Noah Shindler is in the studio discussing the importance of building a retirement plan that mitigates risk in your savings. If you have questions about taxes in retirement, or if you want a second opinion on…
 
Do you know how your financial advisor is getting paid? Are they working in your best interest? Retirement and Wealth Strategist Marty Hensley is in the studio defining how a fiduciary works and the standards they are held up to. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach …
 
401k fees can be anywhere from 0.2% to 5% of your assets; what are you paying? Retirement and Wealth Strategist Marty Hensley is in the studio to break down not only how to find that info, but also how you can lower your fees and expenses in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirem…
 
Take a trip back in time with us to see what retirement planning was like in yester-year! Retirement and Wealth Strategists Marty Hensley and Noah Shindler are in the studio combining the old-school and new-school, talking about what has changed and what has stayed the same in retirement. If you have questions about taxes in retirement, or if you w…
 
On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe. If you have any questions about your retirement call Simon & Simon 800-728-2225. Retirement, Planning, Fees, Risk, See omnystudio…
 
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