Best IPW Podcasts (2024)

1
Navigating the 401k Transition 24:09

1d ago24:09

24:09

Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, …

1
Building Trust in Financial Planning 11:40

1d ago11:40

11:40

In this episode of Financial Straight Talk, Jim Fox and Jerry Payne discuss the importance of understanding client vulnerability in financial planning. Jim shares personal anecdotes to illustrate the apprehension many clients feel when discussing their financial situations. He emphasizes a no-nonsense approach to financial advice, aiming to create …

1
Best Of: Considering Taxes and Fees 17:00

8d ago17:00

17:00

In this conversation, Jim discusses the importance of understanding taxes in retirement and how it can impact your savings. He highlights the complexities of the U.S. tax code and the various hidden taxes that retirees need to be aware of. Jim also emphasizes the need for comprehensive retirement planning that takes into account taxes and fees. Add…

1
Decoding the 4% Rule for Retirement 18:31

9d ago18:31

18:31

In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individua…

1
Best Of: Navigating Market Volatility: Don't Panic, Stay Calm 16:39

16d ago16:39

16:39

In this episode, Jim Fox discusses the importance of having a financial plan and not panicking during market volatility. He emphasizes the need to focus on long-term indicators and stay calm. Jim also highlights the value of having a plan that provides steady income in retirement, regardless of market fluctuations. He explains the importance of per…

1
Best Of: Finding Balance and Harmony in Retirement Planning 16:47

23d ago16:47

16:47

The podcast episode discusses the recent volatility in the stock market and emphasizes the importance of having a realistic financial plan. It also explores the challenge of converting stocks into a reliable income stream in retirement. The episode highlights the need for balance and harmony between income-generating assets and market investments. …

1
BEWARE of Fees! 10:24

30d ago10:24

10:24

In this episode of Financial Straight Talk, Jim and Jerry discuss hidden fees in various financial transactions, such as hotel charges, mutual funds, annuities, and 401(k) plans. They emphasize the importance of transparency and understanding the fees that individuals are paying. Jim provides a resource, personalfund.com, where listeners can check …

1
Best Of: Becoming a Wise Steward of Money in Retirement 16:15

1M ago16:15

16:15

In this episode of Financial Straight Talk, Jim Fox discusses the financial mistakes made by NFL players and the importance of financial planning. He emphasizes the need for a good plan and working through that plan to avoid financial pitfalls. Jim shares his personal experience of going bankrupt and losing everything, which taught him the lesson t…

1
Best Of: Supporting Adult Children: A Drain on Retirement Funds 17:43

1M ago17:43

17:43

In this episode of Financial Straight Talk, Jim and Jerry discuss the importance of financial independence and how it allows individuals to pursue their passions in retirement. They share stories of clients who have achieved financial independence and highlight the role of proper financial planning in ensuring a comfortable retirement. The conversa…

1
Navigating Market Volatility: Don't Panic, Stay Calm 16:38

2M ago16:38

16:38

In this episode, Jim Fox discusses the importance of having a financial plan and not panicking during market volatility. He emphasizes the need to focus on long-term indicators and stay calm. Jim also highlights the value of having a plan that provides steady income in retirement, regardless of market fluctuations. He explains the importance of per…

1
Finding Balance and Harmony in Retirement Planning 16:46

2M ago16:46

16:46

The podcast episode discusses the recent volatility in the stock market and emphasizes the importance of having a realistic financial plan. It also explores the challenge of converting stocks into a reliable income stream in retirement. The episode highlights the need for balance and harmony between income-generating assets and market investments. …

1
The Future of Social Security and Potential Changes 24:18

2M ago24:18

24:18

This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sour…

1
Becoming a Wise Steward of Money in Retirement 16:15

2M ago16:15

16:15

In this episode of Financial Straight Talk, Jim Fox discusses the financial mistakes made by NFL players and the importance of financial planning. He emphasizes the need for a good plan and working through that plan to avoid financial pitfalls. Jim shares his personal experience of going bankrupt and losing everything, which taught him the lesson t…

1
Considering Taxes and Fees 17:00

2M ago17:00

17:00

In this conversation, Jim discusses the importance of understanding taxes in retirement and how it can impact your savings. He highlights the complexities of the U.S. tax code and the various hidden taxes that retirees need to be aware of. Jim also emphasizes the need for comprehensive retirement planning that takes into account taxes and fees. Add…

1
Deferring Taxes on Highly Appreciated Assets 29:36

3M ago29:36

29:36

In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…

1
The Importance of a Comprehensive Financial Plan 14:31

3M ago14:31

14:31

The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that …

1
Supporting Adult Children: A Drain on Retirement Funds 17:43

3M ago17:43

17:43

In this episode of Financial Straight Talk, Jim and Jerry discuss the importance of financial independence and how it allows individuals to pursue their passions in retirement. They share stories of clients who have achieved financial independence and highlight the role of proper financial planning in ensuring a comfortable retirement. The conversa…

1
Best Of: The Dangers of DIY Retirement Planning 19:21

3M ago19:21

19:21

In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…

1
Best Of: Outdated Rules in Retirement 13:38

3M ago13:38

13:38

What "Rules in Retirement" are so common that no one questions if they are outdated? Jim Fox lists what you should focus on when planning your retirement to make sure you have the most up to date tools available to you. He also discusses the affect debt can have on your financial goals and if paying off your mortgage first is the right move. Ready …

1
Mitigating the Impact of Interest Rates and Inflation on Investments 23:12

3M ago23:12

23:12

In this conversation, financial advisor Shawn O'Keefe discusses the current state of the stock market and how to protect oneself from potential market crashes. He emphasizes the importance of having a well-diversified portfolio and a plan in place to weather market volatility. O'Keefe also addresses the impact of interest rates and inflation on inv…

1
Attitude and Gratitude: Keys to Success and Happiness 15:13

3M ago15:13

15:13

Get to know Shawn O'Keefe and his journey from delivering newspapers as a child to becoming a financial planner. The guest shares his passion for sales and helping people, and how he got started in the financial industry. He also discusses the satisfaction he finds in his work and his involvement in charitable activities. The conversation highlight…

1
Managing Market Volatility and the Need for a Cash Position 16:51

3M ago16:51

16:51

In this episode of the Retirement Summit Podcast, Jeff Miles and Sean O'Keefe discuss the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DI…

1
Addressing the Challenge of Inflation 15:48

3M ago15:48

15:48

Shawn O'Keefe discusses the topic of Social Security and its future. The hosts discuss the potential impact of the upcoming election on Social Security, the possibility of reductions in benefits, and the importance of planning for retirement beyond Social Security. They also touch on the issue of inflation and the need for investments that can keep…

1
Understanding Inflation and Its Impact on Prices 23:05

3M ago23:05

23:05

Shawn O'keefe covers topics such as inflation, interest rates, housing market, retirement planning, and investment strategies. It emphasizes the importance of understanding inflation and its impact on prices. The hosts discuss the challenges faced by retirees in a high-inflation environment and provide strategies to navigate these challenges. They …

1
Best Of: The Bucket Strategy for Generating Income 19:38

4M ago19:38

19:38

In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…

1
Best Of: How Much Risk is in your Retirement Portfolio? 13:46

4M ago13:46

13:46

A 75-year-old woman is heading back to the workforce after losing a large chunk of her retirement due to risk, but how much risk is in your portfolio? Jim Fox discusses how to assess your financial situation. He also talks about how to build a relationship with your financial advisor. Ready to begin planning for your retirement? Visit Financial Str…

1
Best Of: Retirement Advice from the Real Wolf of Wall Street 10:15

4M ago10:15

10:15

The real Wolf of Wall Street, Jordan Belfort, believes that no one truly knows what's going on in the market. Jim Fox discusses the importance of avoiding the noise of the media when it comes to retirement and why you should always keep your portfolio flexible. Ready to begin planning for your retirement? Visit Financial Straight Talk today! See om…

1
Best Of: Limitations of Robo-Advisors 15:53

4M ago15:53

15:53

Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…

1
Best of: Interview with Chase Matthew 7:21

4M ago7:21

7:21

Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…

1
The Dangers of DIY Retirement Planning 19:21

5M ago19:21

19:21

In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…

1
The Bucket Strategy for Generating Income 19:38

5M ago19:38

19:38

In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…

1
Snap Pea 100: Thank you and goodbye Peas! 2:09:17

5M ago2:09:17

2:09:17

Mandy and Kate are here with you on this very last episode of Too Peas In A Podcast! They listen to many of your beautiful speakpipes - thank you so much for sharing what this podcast and community has meant to you in your Pea journey. Mandy and Kate also thank the many people who have been involved from the start, from Kelly who designed the cute …

1
IPW: Phoebe from Zoos Victoria 40:09

5M ago40:09

40:09

Kate and Mandy chat to Phoebe, Education Officer at Werribee Open Range Zoo and Zoos Victoria! Phoebe is a triple Pea - a qualified peacher, a Pea mum of two boys both diagnosed with autism and ADHD, and herself recently diagnosed with autism and ADHD. Phoebe is passionate about her job at the Zoo where she’s been working for the past 16 years. Sch…

1
IPW 5: Amanda 46:24

5M ago46:24

46:24

Kate and Mandy chat with Amanda, Pea mum of two daughters, a carer for her dad, a teacher of one day and a wonderful carer. Amanda introduces us to her family and youngest daughter Bella who has autism and an intellectual disability. Bella is also our own Molly's BFF. Amanda shares with us about the early years with Bella, her mainstream beginning …

1
IPW 4: Alex 53:30

5M ago53:30

53:30

Mandy and Kate chat to Alex, Pea mum of 3 sons and a very interesting person. Alex shares with us about the birth of her son Harry who was diagnosed with Down Syndrome on the same day he became very unwell and was transferred to intensive care at another hospital. During this time in hospital, Harry was also diagnosed with Hischsprungs Disease, whi…

1
IPW 3: Sue and Mia 56:36

5M ago56:36

56:36

Kate and Mandy chat to power pea mum and daughter duo Sue and Mia. Mia has Okur-Chung neurodevelopmental syndrome (OCNDS) and is a Special Olympics athlete and admin assistant. Pea mum Sue is also a peafessional Maternal and Child Health Nurse. Sue and Mia talk about Mia’s early years, including her diagnosis, early intervention and school. Mia als…

1
The Limitations of Robo-Advisors 15:53

5M ago15:53

15:53

Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…

1
IPW 2: Kelly 50:48

5M ago50:48

50:48

It's International Pea Week, Day 2 and Mandy and Kate chat to Kelly, ( in their nighties gifted from Kelly ) a mum of 4 and the owner and founder of Comfort on the Spectrum. Kelly introduces us to her family and her son Max who has a diagnosis of Norrie Disease which means Max has been blind from birth. He was also diagnosed autistic at 8 years old…

1
IPW 1: Chloe 34:13

5M ago34:13

34:13

For Day 1 of International Pea Week, Mandy and Kate chat with Chloe - the self-described all-rounder and big heavy metal fan! Chloe is the proud sister of a brother with autism, she’s also a disability support worker and a volunteer with the Melbourne West Special Olympics team. Chloe’s life mission is to pay it forward and make the world a better …

1
Snap Pea 93, 94 or 95 30:57

5M ago30:57

30:57

One of our last snap peas ... we love to hear your beautiful speak ("speed") pipes. Thank you for sending them peas. Hosted on Acast. See acast.com/privacy for more information.

1
Trish talks about life as a triple pea mum 1:00:23

5M ago1:00:23

1:00:23

Kate and Mandy chat to Trish, pea mum of three children diagnosed with autism and ADHD, with her oldest child also diagnosed with a pathological demand avoidance (PDA) profile. Trish talks about the journey of diagnosis, which began when her eldest peashoot was in high school and just as COVID was beginning. This then sparked her own journey toward…

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