We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
…
continue reading
Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
…
continue reading
Martin Lewis answers your financial questions, offering valuable money-saving tips.
…
continue reading
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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/
…
continue reading
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.
…
continue reading
Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
…
continue reading
Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
…
continue reading
Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
…
continue reading
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.
…
continue reading
Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
…
continue reading
To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
…
continue reading
Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
…
continue reading
HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
…
continue reading
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/
…
continue reading
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
…
continue reading
Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
…
continue reading
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.
…
continue reading
We break down the wide world of annuities to help our listeners better understand annuities and how to use them as a powerful tool to create better retirement outcomes.
…
continue reading
Welcome to How To Protect And Grow Your Money with Mark Tabron. If you’ve recently retired or are approaching retirement, then listen up, because on this show we’re going to provide you with essential information designed to prepare you for the financial challenges that lie ahead. If you want to learn how TO retire and how to STAY retired, you’re in the right place. Your financial future doesn’t have to be complicated, so we’re going to keep it simple on each show. Your host is Mark Tabron, ...
…
continue reading
Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
…
continue reading
The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. 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.
…
continue reading
Presenting Sar utha ke jiyo Tales: Our new video podcast series that celebrates inspiring stories of resilience and pride. Life can be uncertain at times and throw challenges that can put one’s plans off-track. But deep inside, we all have a strong spirit to bounce back and win over any challenges that come our way. In this video podcast series, we discover stories of unsung heroes from different walks of life as they talk about their journeys of achieving life goals, overcoming challenges a ...
…
continue reading
Join America's Father & Son Retirement Wealth Team, Jerry and Nick Royer, as they co-host the On The Money with Jerry & Nick Royer Podcast which is your one stop show for financial tips and ideas you can use to help get you to and through retirement with more confidence and clarity. Jerry and Nick are TV personalities on CBS, NBC, and ABC news affiliates. They are also keynote speakers, authors, radio show hosts, and consumer advocates. Their nationally syndicated radio show airs on numerous ...
…
continue reading
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
…
continue reading
Podcast by Annuity TV with Rich Nulph: Podcast Edition
…
continue reading
Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
…
continue reading
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.
…
continue reading
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
…
continue reading
The Income For Life Show, powered by Folds Of Honor. Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show! Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show. The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to ...
…
continue reading
…
continue reading
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
…
continue reading
Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Stopping Retirement Losses & Building More Control & Security
Mark Rogers, Financial Educator of Two Room Schoolhouse
Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
…
continue reading
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.
…
continue reading
WTTW11 and PBS's three-part series about planning for retirement.
…
continue reading
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.
…
continue reading
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
232 Seeking Stable Growth - Designing The Next Generation of Annuities
35:09
35:09
Play later
Play later
Lists
Like
Liked
35:09
Join us as we revisit a panel discussion from Retiretech Vegas, April 2024 Seeking Stable Growth - Designing The Next Generation of Annuities In the past decade, interest in fixed-indexed annuities has surged, grabbing a substantial market share. With ongoing innovation in indices and shifts in the macroeconomic landscape, various crediting strateg…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
25% Annuity Bonus…Is It Real?: Shootin' It Straight with Stan (TAM Classic)
9:59
9:59
Play later
Play later
Lists
Like
Liked
9:59
In this episode, The Annuity Man discussed: Bonuses are not the true benefits Unethical practices that rush an annuity sale Focus on what really matters Key Takeaways: Upfront bonuses are merely a part of the contract rather than the true benefits they seem to be. Focus instead on the lifetime income guarantee, on the financial stability and predic…
…
continue reading
You can do all the research you want and still have some questions about your retirement dollars. Let's make some sense out of guaranteed annuities. Take a listen.By Doug Horne
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to get money out of your pension: Avoid the tax trap, annuities, drawdown, the 25% tax-free lump sum & more
35:09
35:09
Play later
Play later
Lists
Like
Liked
35:09
The ‘Not The Martin Lewis’ Podcast: Where Martin asks specialists your questions.By BBC Radio 5 Live
…
continue reading
![Artwork](/static/images/128pixel.png)
1
200 Thousand Dollar Annuity 10 Years Later
28:49
28:49
Play later
Play later
Lists
Like
Liked
28:49
Hans and Robby are back again this week with a brand new episode! This week's discussion is about 200 thousand dollar annuity 10 years later. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalg…
…
continue reading
Wall Street would love it if you don't ask this question - what is the actual difference between a 1.5% and .95% fee? It is NOT simply .55 percent. When you look more closely and do the math, you will find out that it is actually FIFTY EIGHT 58% difference. Thanks to the death of private pensions, the devaluation of Social Security benefits and oth…
…
continue reading
Dream of trading in your briefcase for a backpack? This episode explores the world of Early Retirement, diving into financial strategies and lifestyle hacks to help you maximize your life and happiness after leaving the workforce. Join us as we unpack the realities of early retirement and answer the question: is financial freedom the key to a fulfi…
…
continue reading
A friend of mine came to my car show recently in a "new" BMW M3. He had always talked about wanting an M3 so I was excited for him when he pulled in. The car was beautiful and had all the options he had always wanted. I asked him what he loved most about it, what it the horsepower, the carbon fiber, the technology? NO, he loved the price. He purcha…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week's discussion is about tax problems, an IRS enrolled agent. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.co…
…
continue reading
On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.By Michael Mcguire
…
continue reading
Buckle up for a deep dive into the current market climate! This episode features Mike Binger, President of Gradient Investments, who breaks down recent trends and offers expert insights on where your money should be headed. Don't miss this chance to get ahead of the curve to help you make informed financial decisions.…
…
continue reading
In this episode of Paladin Financial Talk, we provide listeners with tips and techniques for planning nutritious and delicious meals on a tight budget as well as staying fit without expensive gym memberships and more!By the Paladin Financial Team
…
continue reading
![Artwork](/static/images/128pixel.png)
1
PPR 253 Watch Your Step - Life Insurance by Default
9:36
9:36
Play later
Play later
Lists
Like
Liked
9:36
Millions of Americans are blessed to still have a pension to look forward too in retirement. What they don't realize is that there may be a big life insurance premium embeded in their retirement income decision. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to th…
…
continue reading
The Federal Reserve and Jerome Powell want to keep rates higher for longer to battle inflation, but things are starting to break. Banks have failed and more could be on the way. Commercial real estate is one area where higher rates have slowed demand and removed buyers from the equation. Commercial Office Building Defaults are looming, we’ll reveal…
…
continue reading
Daily IQ Retirement Brief 7/19/24
…
continue reading
Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.By Steve Marbert & John Travis
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The 5 Lies You Might Be Telling Yourself About Money
1:14:59
1:14:59
Play later
Play later
Lists
Like
Liked
1:14:59
Are you telling yourself financial lies? In today’s episode, we’re going to share the top 5 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so be sure to stay tuned! This week’s getting-to-know you segment includes questions about impactful family members, after-work activities, and mo…
…
continue reading
Most Americans had never heard Vice Presidential candidate JD Vance speak at length on the issues of the day. He is humble, articulate, and authoritative with wide appeal to all age groups, genders, and economic strata. We'll hear him speak in the Market Intel segment, then in Segment 3, we'll dig into advanced planning strategies for 401ks and IRA…
…
continue reading
Daily IQ Retirement Brief 7/18/24
…
continue reading
![Artwork](/static/images/128pixel.png)
1
PPR 253 The LLC Protection Myth Music Edition
7:18
7:18
Play later
Play later
Lists
Like
Liked
7:18
Understanding Inside Out vs Outside In Liability is the key to property Asset Protection So , I want to share a quick visual with you if you're not watching this on Get an LLC you got to protect yourself and you do this you take your. Rental real estate and you put it in your LLC and you think ah. Optimizing Retirement income and protecting your le…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Real Estate Investing In The Triad with Nick Gonzalez, CCIM
22:04
22:04
Play later
Play later
Lists
Like
Liked
22:04
Are you curious about the current state of the real estate market in North Carolina? In today’s episode, special guest Nick Gonzalez, CCIM, the co-owner of Linville Team Partners in Winston-Salem, joins Craig on the show to talk all about the world of investing in real estate with a special focus on real estate investing in the Triad. Join Craig an…
…
continue reading
According to a recent study, nearly a quarter (24%) of 55-year-olds expect to need financial support from family in retirement . Is Gen X going to have to move in to live with their parents or kids in order to be able to retire?By Dan Wendol
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#108 – Retirement planning chat with "real" people, Ali & Alison Walker
1:38:27
1:38:27
Play later
Play later
Lists
Like
Liked
1:38:27
Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retiremen…
…
continue reading
I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Is it possible to be HAPPY spending money in retirement?
11:00
11:00
Play later
Play later
Lists
Like
Liked
11:00
In this week's episode, we'll discuss if it's even possible to be happy and enjoy spending money in retirement. How much of your income will Social Security REALLY replace? What is true INcome and what is IFcome? What does it mean to underlive your retirement? Isn't it time to get answers to the tough retirement questions now? Join Certified Financ…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Hard Truths of Entrepreneurship with Fred Cary
28:58
28:58
Play later
Play later
Lists
Like
Liked
28:58
Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.…
…
continue reading
Millennials are taking a stand for America, in a throwback to 1940s ideals. It's downright exciting because more and more of them want a better life, not victimhood or gender politics. We'll hear some excerpts from a leading Millennial in the Market Intel Segment, then Medicare and Health insurance expert Shelley Grandidge joins us. MASTERING MONEY…
…
continue reading
Daily IQ Retirement Brief 7/17/24
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Car Finance Misselling 10 week deadline, reclaim £1,000s | Marital Disharmony | Slash Water bills
1:01:46
1:01:46
Play later
Play later
Lists
Like
Liked
1:01:46
Martin Lewis explains car finance reclaiming with the deadline just 10 weeks away.The Tell Us this week is about financial disagreements you have with your partner and how did you resolve it, or are you still trying? At the end we also look at how to beat the £100 rises coming on water bills.By BBC Radio 5 Live
…
continue reading
At some point, I think we have all been guilty of deciding to take action or committing to make a change and failing to act. Unless we actually get off the log, we never move forward. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, Am…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Breaking Down the 2025 Final Rule and Its Implications
29:22
29:22
Play later
Play later
Lists
Like
Liked
29:22
Send us a Text Message. Change is certainly the norm in the insurance industry. In our latest podcast, hear how the Court Stay on the 2025 Final Rule will impact Medicare Advantage and Part D. You won't want to miss this episode to see how you can continue to increase and manage your insurance business in an ever-changing environment.…
…
continue reading
In this episode, Grant and Bill discuss his and hers retirement accounts and why pet ownership is a predictor of financial responsibility.By Grant Dorhout
…
continue reading
n this episode, Grant and Bill discuss more records for the NASDAQ, why investors are cashing out of the S&P 500, and advice from one of the most famous and successful investors.By Grant Dorhout
…
continue reading
In this episode, Grant and Bill discuss opening up about money, will you need long-term case, and what could trump your will?By Grant Dorhout
…
continue reading
In this episdoe, Grant and Bill discuss what we've got that AI hasn't got, what to do with a nest egg, and when it's time to shift from customers first to "me-firstBy Grant Dorhout
…
continue reading
In a major turn of events, Silicon Valley venture capitalists and a number of Silicon CEOs are throwing their full support behind the Republican Donald Trump.Some of them are swinging to Trump due to his pick for Vice President, a former Venture Capitalist himself, JD Vance. An inside story on Vance and which Silicon Valley heavies are jumping aboa…
…
continue reading
Daily IQ Retirement Brief 7/16/24
…
continue reading
Just when you thought California could not do more to make people want to move to another state - we pass Proposition 19. In my humble opinion, Prop 19 is one of the worst tax grab I have seen. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Jason Fichtner: Understanding A Changing Retirement Landscape (TAM Classic)
49:37
49:37
Play later
Play later
Lists
Like
Liked
49:37
In this episode, The Annuity Man and Jason Fichtner discuss: Preparing for depletion Preaching to a hurricane Maximizing returns and minimizing risks The real danger zone Key Takeaways: There’s going to be depletion in combined trust funds in 2024. In response to this, you can delay claiming your social security until you absolutely need it, you ca…
…
continue reading
I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not…
…
continue reading
Optimizing retirement income doesn't happen with a product like investments, life insurance, 401k, real estate or annuities. None of these things by themselves will help you maximize retirement income. You must have an integrated approach that balances the economics of retirement accumulation and retirement income. I am pulling back the kimono on o…
…
continue reading
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
…
continue reading
Daily IQ Retirement Brief 7/15/24
…
continue reading
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
…
continue reading
Dive into the recipe for a fulfilling retirement! We explore financial strategies, health habits for longevity, and tips to design a retirement that fuels your passions and keeps you engaged. Join us as we unlock the secrets to a happy and secure future.By Cory Sickles
…
continue reading
Are you ready for what the markets may have in store for you? In this week's episode we discuss ways to be ready for market volatility leading up to and in retirement.By Anthony Cangemi
…
continue reading
According to a 2020 KeyBank Financial Wellness Survey, 75% of Americans consider themselves financially savvy, but 36% don’t know how, or prefer not, to answer basic financial literacy questions. We need to keep learning and teaching the next generation. Wall Street drives much of the financial marketing and education machine. Ask questions and don…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week's discussion is about see through trust for IRA beneficiaries. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguid…
…
continue reading
Tired of the same old budgeting tips? This episode bursts the bubble on boring savings strategies. We'll explore unconventional ways to boost your bank account, from hacking your hobbies to becoming a savvy swapper. Tune in and discover how to make saving money exciting and effective!By the Paladin Financial Team
…
continue reading