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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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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.
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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.
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Ford Stokes and his Team of Fiduciary Advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. Listeners Can Call Us Toll-Free at (888) 814-0304 For More Information, Visit RetirementResults.com Learn More About Us at ActiveWealth.com
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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Why is personal finance so complicated? Even worse, the Internet is full of personal finance “experts” providing short-sighted, error-prone, and outright bad financial advice. Jesse Cramer has a knack for using everyday experiences to make personal finance accessible for the average investor. His extensive research coupled with skilled narrative makes personal finance actually enjoyable. By day, Jesse works for a fiduciary wealth management firm in Rochester, NY. By night, he runs The Best I ...
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Helping Investors Fulfill Fiduciary Responsibilities
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At House Einstein, our mission is to empower you to make informed real estate decisions. As experienced real estate agents, we leverage deep market knowledge to guide you through the buying or selling process. Trust and integrity are the foundations of our fiduciary responsibility to you.
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
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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 ...
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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If your company has a retirement plan, then this podcast is for you.
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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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The Personal Wealth Coach
Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only
Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to lear ...
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"RAMPF EICHNER Avvocati und Rechtsanwälte in Kooperation" is a consolidated cross-border cooperation between Avv. RA Marco Rampf and Avv. RAin Dr. Susanna Eichner as well as their team of fiduciary professionals, providing legal and tax advice in German and Italian corporate law, compliance, business and contractual law, real estate, tax, inheritance and family law. Enjoy our podcasts with a new episode in Italian, German or English language (as the case may be) every 2 weeks! If you wish to ...
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clie ...
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For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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This is the podcast that takes one or more topics and ties them together with logical and organized thought. Connecting Dots explains the history, current events, and forecasts in a way that will make most nod their heads with the realizations often not seen or thought of previously. New episodes are available each week.
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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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In these podcasts, leading offshore law firm Mourant will be providing a global perspective on a range of issues with a focus on fiduciary, administration and governance services.
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Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
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The Best 5 Minute Financial Advice
Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian
Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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TGA Capital Management provides the and shares proprietary investment research and investment strategies to successful individuals seeking financial unbiased guidance and we discuss the insight of benefits members can receive free without obligation as a subscriber of our podcasts, informative email alerts, website resources and the election to serve you as a fiduciary.
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FF5 #24 DOL TDF Guidance - Periodic TDF Review
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The informa…
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Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams
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In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…
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6: Fiduciary Standards and the Evolution of Wealth Management
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Introduction: Jean and Andrew discuss the Globe column on fiduciary standards in investment management. Discretionary vs. Brokerage Relationships: Examination of how discretionary investment management differs from traditional brokerage relationships. Evolving Industry Standards: Discussion on how the lines between discretionary and brokerage relat…
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In another traveling episode, we discuss: 1:01 Retirement Savings Importance 2:10 Court Ruling Impact 3:59 Common Retirement Mistakes 6:25 Failing to Maximize 401k Benefits 8:19 Borrowing from 401k Risks 10:12 The Importance of Asset Allocation 11:17 Traditional vs. Roth 401k Considerations 13:44 Financial Planning Importance 14:33 Variable Annuiti…
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Am I on track to retire in seven years at the age of 60? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyin…
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Weekly Market Insights August 19 - 23, 2024
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. If you were looking at the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets this week, you'd think things were going swimmingly. Jake updates us on the movement those markets had …
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Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
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In this special Q&A episode: 5:52 Listener Questions Begin 7:53 Paying Off Debt vs. Investing 8:43 Retirement Savings Strategies 10:21 Employee Stock Purchase Plans 14:37 Risk Management in Retirement 16:10 Finding Purpose in Retirement 16:33 Building a New Home 22:22 Financing vs. IRA Withdrawals 23:50 HSA vs. Roth Contributions Learn more about y…
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The Safe Money Retirement Guy Show - Episode 40 - Guest Interview with Cora Dugan
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In this episode of the Safe Retirement Money Guy podcast, host Bill Duggan, a Retirement and Income Specialist from Metro Detroit, interviews life-coach Cora Dugan.By saferetirementmoneyguy
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Top Wealth Building Strategies by Net Worth
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Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…
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454: Busting 6 Big Financial Myths for Retirement
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In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…
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Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
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In this episode: 2:35 The Bond Debate 5:07 Alternatives to Bonds 6:47 Evaluating Long-Term Investment Options 9:56 Listener Questions Begin 16:39 Financial Decisions and Strategies Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
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How long are people living today and how do bull and bear markets impact your retirement plan
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In this week's episode, we'll explore the facts about longevity and how you need to plan for living longer than you think. What are the top 8 factors that help with longevity? What is the difference between a bear market and a bull market? How do bears and bulls impact your plan? Isn't it time to get answers to the tough retirement questions now? J…
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Does market volatility mean recession? Digging In - Rooted Wealth Advisors
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Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. There's been a ton of concern recently about volatility in the markets lately. Today, John Savarino dives in with our Planning and Trading Advisor, Andrew Lee, on the status of the markets, what the e…
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Social Security COLA Increase Estimate Announced for 2025
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People always want to know whether they’ll get a Social Security increase and if so, how much will it be in 2025? New government data shows that inflation is starting to subside, and that seems like it will have an impact on next year’s Social Security cost-of-living, or COLA, adjustment. Even though many retirees are still struggling with higher c…
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Richard Cook - Traversing For Value
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Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh…
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With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data an…
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About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain money moves in retirement. 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/…
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From last Saturday's radio show: 1:23 Understanding Investment Scams 4:58 Protecting Your Identity 7:25 The Downsides of Credit Freezing 9:04 Importance of Two-Factor Authentication 10:02 Roth Conversion Strategies 12:36 Navigating Social Media Confusion 15:11 The Model Military Aircraft Museum 17:21 Analyzing ETF Recommendations 22:15 Simplifying …
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"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …
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10 Years and Counting....6 Tips for those Approaching Retirement!
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This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision i…
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Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients thr…
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7: Hidden Conflicts: Uncovering the Real Costs Behind Financial Advice
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In this episode, Andrew and Jean explore the hidden conflicts of interest that can arise in the financial services industry, particularly focusing on referral fees and advisor compensation structures. They also discuss the ethical implications of advisors switching firms for financial gain and how these practices can affect client trust.…
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Lisa Drake: The Connection Between Financial Literacy And Financial Wellness
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Lisa Drake is a Retirement Plan Consultant based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-stand…
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Teacher Retirement Planning: Securing Their Futures
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What if educators could secure their financial futures and retire with confidence? Join us for an eye-opening episode with Sophia Neil where we uncover the financial opportunities and hurdles teachers face in Las Vegas and Utah. Sophia shares her inspiring journey and dedication to helping educators navigate the complexities of retirement planning.…
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Why Bonds Should Be Part of Your Retirement Portfolio
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Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…
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I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To l…
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In this episode, Tom and Don discuss: 5:27 Tech Wonders and Real Estate 13:47 The Changing Landscape of Real Estate 21:14 Navigating Financial Security 21:34 Listener Questions and Insights 26:55 Understanding TIPS and Bonds 28:01 The Importance of Financial Clarity 36:55 Economic Insights and Market Behavior 37:21 Apple’s Vision Pro Experience 40:…
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Alternative Investments, Annuities, and Real Estate Syndications - 491
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What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poorly? And Stewart in Serra Mesa is curious whether Joe has changed his position on annuities lately, as rates have “normalized” in the past couple of years…
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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 …
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I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener…
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Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind? 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 Privac…
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As Don was actually vacationing, here is last Friday's episode a few days late: 4:06 SIPC Insurance Explained 6:43 Fiduciary Duty and Insurance Companies 8:23 IRA vs. 401k Protection 10:23 Seeking Source Material 14:17 Finding the Podcast 16:36 Connecting with Advisors Learn more about your ad choices. Visit megaphone.fm/adchoices…
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As Don was actually vacationing, here is last Thursday's episode a few days late: 1:03 The Money Talk Dilemma 1:45 Power Dynamics in Financial Discussions 2:01 Evolving Perspectives on Money Talks 3:08 Historical Context of Money Discussions 4:14 Maintaining Financial Independence 5:05 Joint or Separate Bank Accounts? 6:04 Initiating Money Conversa…
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Tipping Culture, Opportunity Zones, & Minimizing Taxes (8/17/2024)
1:21:45
1:21:45
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How much do you tip the waiter when they ask? On Saturday, we dove into the complexities of taxation for tipped employees, exploring whether tips should be taxed and how it impacts Social Security, FICA, and eligibility for tax credits and public assistance. We also discuss the potential benefits of investing in Opportunity Zones, areas designated …
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This 401(k) Mistake Could Ruin Your Retirement!
36:33
36:33
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The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the …
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Decrease Retirement Contributions for Downpayment?
17:08
17:08
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Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about li…
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Sunday, August 18th. Retail sales better than expected.
55:41
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Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.By Annex Wealth Management
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How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub…
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Weekly Market Insights August 12 - 16, 2024
1:02:50
1:02:50
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Strap in folks. Starting us out, Jake tells us how the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets did this week. Normally, August is kind of a meh month, however this year, …
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How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub…
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How Much Risk Are You Taking with Your Retirement?
48:00
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Ford Stokes welcomes Sam Davis back to the show as they discuss Team USA’s success at the Paris 2024 Olympics. Then, they get into multiple segments including an all-new Problem Solver, Right or Wrong, and “Just Don’t Do It!” Does your risk tolerance align with your actual financial plan for retirement? We can help you find out today! Schedule your…
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The Reality Behind Recent Market Dips: A Long-Term Investment Outlook
26:13
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In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and context. We'll discuss what's been happening in the markets lately, explore the key factors contributing to increas…
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There are great resources out there like automated savings, savings buckets, and budgeting apps to help you know how much to save and to help with behavior. We know how to save, but one question that goes unanswered often is… how do I actually pay for these big expenses? And is it ever okay to take out loans? Jump start your journey with our FREE f…
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5: The Role of Thought Leadership in Boutique Wealth Management
24:20
24:20
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Introduction: Andrew Auerbach and Jean discuss thought leadership in boutique wealth management. Boutique Wealth Management in Canada: Overview of the growth and opportunities for boutique firms compared to the U.S. market. Delisle Advisory’s Role: Andrew shares his vision for Delisle’s impact on the Canadian wealth management landscape. Steps to L…
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4: Navigating the Complexities of Estate Planning
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Introduction: Andrew Auerbach introduces the topic of estate planning and its emotional complexities. Jean discusses the difficulties advisors and clients face in estate planning. Three Client Categories: Confident Clients: Those who have clear and fair estate plans. Procrastinators: Clients who delay estate planning due to discomfort with mortalit…
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FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for careful comparison, selection, and documentation in choosing Target Date Funds. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is g…
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3: Market Update: Volatility, AI Stocks, and Portfolio Positioning with Andrew Auerbach
10:32
10:32
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Introduction: Andrew provides an update on the current market conditions, emphasizing the rapid changes and key themes affecting the markets. Market Volatility and Rate Hikes: Discussion on historic rate hikes and their delayed impact on the economy, typically felt 12-18 months later. Current signs of economic strain, particularly in consumer behav…
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2: The Rise of Independent Wealth Management: Insights from Sandra Henderson
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37:46
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Introduction: Andrew welcomes Sandra Henderson, COO of Delisle Advisory and a longtime partner and friend. Sandra shares her excitement about discussing the creation of Delisle Advisory. Sandra Henderson’s Background: Nearly 30 years in financial services and wealth management. Leadership roles in both Canada and the United States. Experience as Ch…
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