Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
…
continue reading
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
…
continue reading
Gold & Silver Central is your #1 resource on precious metals. Did you know that due to the tax-saving component, buying gold and silver through your 401K or IRA account is one of the best ways to invest in the precious metal asset class? Sadly, most Americans have no idea how it works or how to get started. And that's where we come in. With over 20 years of experience, our team aims to provide the best information to help you diversify with alternative investments and protect your retirement ...
…
continue reading
Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
…
continue reading
Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
…
continue reading
We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where are the investors' yachts? The big money on Wall Street is made by charging us fees. The finance industry is collecting for managing money, whether they win or lose or break even. Where do you go if you're completely new bu ...
…
continue reading
Teaching women financial literacy, and helping them be more confident investors, entrepreneurs or go further in their careers.
…
continue reading
1
Episode 012: Traditional Vs Roth Retirement Accounts
26:39
26:39
Play later
Play later
Lists
Like
Liked
26:39
In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover: The Basics – Traditional Retirement Accounts (03:04)The Basics – Roth Retirement Accounts (04:48)Required Minimum Distributions, Withdrawals, and Penalties (06:16)When To Use…
…
continue reading
This podcast will cover all things social security. How social security works Explain 35 years of earning Full retirement age (what age it is) Early claiming (decreased benefit) Delayed claiming (increased benefit) How social security is taxed Explain the “Claiming decision” - factors to evaluate Other sources guaranteed income Portfolio size Early…
…
continue reading
1
Income in retirement - how to access your super
22:39
22:39
Play later
Play later
Lists
Like
Liked
22:39
Ever wonder what happens to your super after you retire? You’re not alone. In this episode of Super Insider, Australian Retirement Trust educators Ruth Weaver and Steven Fehring unpack the power of retirement income accounts – also known as account-based pensions – and how to turn your super into a reliable income stream once the pay checks stop. T…
…
continue reading
1
Episode 11: 529 Accounts For College Savings
28:50
28:50
Play later
Play later
Lists
Like
Liked
28:50
In this show, Mike and Amy the characteristics of 529s and how they might fit into your education funding goals. Mike and Amy cover: The two types of 529 Accounts (2:59) The pros and cons of each type of 529 (5:08) Types of qualified education expenses (6:30) 529s and scholarships/ penalty free withdrawals (13:08) State level tax benefits of 529s (…
…
continue reading
In this episode we review a simple retirement formula that you can use to find the minimum amount of portfolio assets you would require on the day you retire. We call this formula the "Required Portfolio Income" formula. Required Portfolio Income is a fancy way of putting a dollar number to your expected distribution rate. Thinking only about distr…
…
continue reading
1
Goldco Fees and Costs: What Is the Annual Fee for Goldco?
8:05
8:05
Play later
Play later
Lists
Like
Liked
8:05
==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Today we'll have a super short and straightforward one. Specificall…
…
continue reading
1
Retirement Plannings Missing Phase (The Retirement Risk Zone)
9:11
9:11
Play later
Play later
Lists
Like
Liked
9:11
Avoiding retirement planning until JUST before you retire is extremely dangerous. To use an analogy we are all familiar with - it would be like waiting to lose weight until you have a heart attack scare. Planning for retirement is like turning the Titanic - not like turning a speed boat. You need time and runway to maneuver so that you don't make r…
…
continue reading
1
Are Goldbacks Legit? Are They Real Money or Good Investment?
9:55
9:55
Play later
Play later
Lists
Like
Liked
9:55
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Look: Goldbacks…
…
continue reading
1
Goldco's $10,000 in FREE Silver: Crazy Offer?
4:42
4:42
Play later
Play later
Lists
Like
Liked
4:42
==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Look: If you're considering investing with Goldco, you likely have …
…
continue reading
In this show, Mike and Amy discuss the Survivor Benefit Program. They’ll cover: Purpose of the Survivor Benefit Program (SBP) (3:17) Overview of SBP (5:13) Decision Timeline (12:43) SBP and DIC (14:55) Reserve Component SBP (16:35) CSB Redux SBP (18:06) Thoughts about how to make the decision (19:36) Links: Operation Retirement Readiness: www.oper…
…
continue reading
1
Gold IRA vs. Physical Gold: Which Is Right for You?
18:03
18:03
Play later
Play later
Lists
Like
Liked
18:03
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- With government…
…
continue reading
1
Bonus Episode 78: Revisiting the Importance of Finance Agility and Digital Transformation.
14:58
14:58
Play later
Play later
Lists
Like
Liked
14:58
Send us a Text Message. Episode 114 encore: Does your organization have the ability to overcome a crisis or overcome rapidly changing business and economic conditions? Is decision making lagging due to financial systems that cannot adapt or because of legacy processes that don’t support change? Being agile means, you can quickly assess and adapt to…
…
continue reading
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Let’s face it: …
…
continue reading
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Ever wondered: …
…
continue reading
1
Is your superannuation on track? 6 steps to awaken your super
20:22
20:22
Play later
Play later
Lists
Like
Liked
20:22
Is your superannuation on track? Did you know 55% of Australians aren’t sure they’ll have enough super by the time they retire? (2) Research shows you could be better off in retirement if you get on top of your super now. (3) In this episode, Australian Retirement Trust education leaders Ruth Weaver and Joshua van Gestel discuss: how to check your …
…
continue reading
1
Chris Panagiotu - CAPitalize your finances | The Second Coming!
38:31
38:31
Play later
Play later
Lists
Like
Liked
38:31
Are you inadvertently sabotaging your financial future? It's a question that haunts many of us as we navigate the complexities of investing, saving, and planning for retirement. In the latest episode of our podcast, we delve into the world of finance with Chris Panagiotu, who returns to share his expertise and highlight the errors that could be der…
…
continue reading
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Ever wondered: …
…
continue reading
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- You may wonder:…
…
continue reading
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- You may wonder:…
…
continue reading
4 Things the Most Successful Retirees Do... In this video we are discussing four key things that decrease the anxiety in retirement. Have a system for: 1) Retirement Certainty 2) Retirement Reliability 3) Retirement Predictability 4) Retirement Frequency Listen to the episode to learn more. If you found this episode helpful, subscribe so you don't …
…
continue reading
1
What Is the Smartest Way to Buy Gold This Year?
12:03
12:03
Play later
Play later
Lists
Like
Liked
12:03
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- The truth is: F…
…
continue reading
1
Episode 9: Servicemembers Group Life Insurance (SGLI) and Life Insurance
18:26
18:26
Play later
Play later
Lists
Like
Liked
18:26
In this show, Mike and Amy discuss life insurance and Servicemembers Group Life Insurance (SGLI). Mike and Amy cover: SGLI Overview (2:12) How to calculate how much life insurance you might need Rules of thumb: 8-10 times income; 8-10 times expenses (3:57) DIME Method (6:05) Types of Life Insurance Term (7:50) Permanent (10:13) Links: Operation Ret…
…
continue reading
1
Goldco Review: #1 Gold IRA Company in the US?
18:03
18:03
Play later
Play later
Lists
Like
Liked
18:03
==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Let’s face it: There are a lot of precious metals IRA providers out…
…
continue reading
1
Bonus Episode 77: Building a High-Performance Finance Team: A Strategy for Effective Recruitment and Talent Development
5:16
5:16
Play later
Play later
Lists
Like
Liked
5:16
Send us a Text Message. As the NFL Draft ignites conversations about talent acquisition, we turn the spotlight on the universal principles of selecting and nurturing the right people for your finance squad. In this bonus episode, I explore the critical importance of soft skills, such as emotional intelligence and communication, and their role in cr…
…
continue reading
1
10 Smallest Gold Coins You Can Buy This Year
17:13
17:13
Play later
Play later
Lists
Like
Liked
17:13
==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- You may wonder:…
…
continue reading
1
Goldco Pros and Cons: Is Goldco a Legit Gold IRA Company?
4:51
4:51
Play later
Play later
Lists
Like
Liked
4:51
==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Goldco Pros Excellent reputation Endorsed by prominent figures like…
…
continue reading
1
Bonus Episode 76: SMART Goal Planning for Finance Leaders
18:09
18:09
Play later
Play later
Lists
Like
Liked
18:09
Send us a Text Message. Please download the Goal Setting Workbook that follows this episode: here Imagine seizing opportunities as they arise, armed with a growth mindset that turns challenges into stepping stones for success. That's what we're unpacking today—how to nurture the mindset and habits that will steer us toward our most ambitious goals …
…
continue reading
In this show, Mike and Amy discuss various spending profiles in retirement. A spending profile is a framework for how to think about retirement spending. Mike and Amy cover: Percentage of pre-retirement spending plus inflation (2:02) The Retirement spending smile (3:17) Go Go; Slow Go; No Go Phases of Retirement (8:56) Links: Operation Retirement R…
…
continue reading
1
Gary Brode - Deep Knowledge Investing | A Dearth of Mirth
42:23
42:23
Play later
Play later
Lists
Like
Liked
42:23
In this episode I'm joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy. Let's face it, the economy can be dry and complicated. But Gary manages to inject humour into the discussion while unravelling the intricacies of the Federal Reserve's decisions, Congressiona…
…
continue reading
Get ready for the end of the financial year with Super Insider. Host Anne Fuchs and guest Steven Fehring share some great ways you could grow your super and save on tax. Here’s a sneak peek of what you’ll learn: why putting money into super could help you pay less tax what salary is sacrifice and how it works how to claim a tax deduction on persona…
…
continue reading
1
Bonus Episode 75: Leading with Accountability: A Call to Action for Finance Professionals
16:14
16:14
Play later
Play later
Lists
Like
Liked
16:14
Send us a Text Message. In this episode, we're examining the transformative power of intense accountability in the realm of finance and accounting careers. We'll delve into how owning your mindset, setting clear goals, and establishing a chain of accountability can catapult you out of your comfort zone and propel you towards success. We'll explore …
…
continue reading
1
Luke Hallard & Krzysztof Piekarski - Wall Street Wildlife Bonus Episode
48:52
48:52
Play later
Play later
Lists
Like
Liked
48:52
This is a special bonus rebroadcast episode of predictions for 2024 from the hosts of the Wall Street Wildlife podcast Luke “The Badger” Hallard and Krzysztof “Monkey” Piekarski, lead Advisors at 7investing. They attempt to predict the future of interest rates, black swans, tech booms and busts, Bitcoin price by year-end, the tech companies with th…
…
continue reading
1
Episode 7: Budgeting for Ultimate Retirement
23:38
23:38
Play later
Play later
Lists
Like
Liked
23:38
In this show, Mike and Amy discuss the topic of budgeting for ultimate retirement. Mike and Amy cover: Why budgeting for ultimate retirement is critical (1:22))Spending Buckets: Needs/ Wants (6:09)Retirement income sources and impact on budgeting (10:28)Role of Annuities (12:58)Planning for other than day to day expenses (19:06)Links:Operation Reti…
…
continue reading
1
Lessons in Strategic Communication for Finance Professionals
6:59
6:59
Play later
Play later
Lists
Like
Liked
6:59
Send us a Text Message. Embark on a journey through the treacherous terrain of strategic messaging as we dissect the recent communication blunders of Kellogg's and Wendy's. It's a perilous world out there for finance and accounting leaders tasked with navigating their company's external narratives – one wrong word could spell disaster for your bran…
…
continue reading
1
Luke Hallard & Krzysztof Piekarski - 7investing | Wall St Wildlife
43:41
43:41
Play later
Play later
Lists
Like
Liked
43:41
I'm joined in this episode by the dynamic duo from 7Investing Luke Hallard & Krzysztof Piekarski who also host the Wall Street Wildlife podcast. They're here to guide us through the treacherous yet rewarding terrain of the stock market with their "Ten Laws of the Investing Jungle." Today, we delve into five of these critical laws, revealing the wis…
…
continue reading
1
Episode 6: Budgeting for Military Retirement
25:50
25:50
Play later
Play later
Lists
Like
Liked
25:50
Episode 006 Budgeting for Military Retirement In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Importance of a Transition Budget (1:05)) Planning for new/ additional expenses (3:03) Timing of payments during transition from active duty into retirement (6:35) Changes in paycheck timing after transition (8:11) Spec…
…
continue reading
1
Women’s edition: Super steps – taking charge of your financial freedom
22:09
22:09
Play later
Play later
Lists
Like
Liked
22:09
In this special episode we shed light on the importance of women taking control of their financial futures and superannuation. From practical tips like consolidating super funds and maximising contributions, to navigating life events such as transitioning to retirement, this episode shares details to make informed decisions about your financial fut…
…
continue reading
1
Todd Wenning - Flyover Stocks | Moats, Management and Value
33:27
33:27
Play later
Play later
Lists
Like
Liked
33:27
In this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twit…
…
continue reading
Episode 005 Budgeting Basics In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Purpose of Budgeting (2:53) Analyze Current Spending (6:22) Prioritize Spending (7:39) Tools to Track Current Spending (8:51) Identify mandatory, discretionary, and infrequent expenses (11:37) Don’t get wrapped up in someone else’s proc…
…
continue reading
1
Investment market outlook - what’s in store for 2024
14:38
14:38
Play later
Play later
Lists
Like
Liked
14:38
The economic landscape will keep shifting this year according to many experts. Super Insider is here to help make sense of it all and what it may mean for you. Join us as we tap into the expertise of our Chief Economist Brian Parker, as he tackles questions like: · How is the economic cycle changing? · Will we see an end to the global supply chain …
…
continue reading