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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California tax news snippets from the leader in California tax law analysis — Dedicated to bringing you tips and hot topics that will save you time and save your clients money.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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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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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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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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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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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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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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The AccountANTs, Tax Professionals, and Astute Investors Guide To Blockchain, DeFi, NFTs & more. Visit: www.CryptoCFOs.com to join our community and learn more! *This podcast is NOT financial, tax, accounting, or legal advice. The opinions and commentary herein are intended to facilitate discussions only, and may not be relied upon for accuracy; you must conduct your own research or engage with and seek the advice of your accounting/ tax professional and attorney as necessary.
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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In this podcast series we discuss the latest developments and issues facing private clients and their advisers.
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Go beyond the 24-hour news cycle and get objective, independent analysis from the researchers behind the work. Hosted by Institute for Fiscal Studies Director, Paul Johnson. Every second Wednesday. Hosted on Acast. See acast.com/privacy for more information.
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If you have tax problems, or if you'd like to know more, these are just a few things I may be able to resolve for you: How to handle a notice from the IRS, What to do if you haven’t filed your taxes yet, and How to handle debt collection programs. Join me for two programs a month as I tackle these issues and more!
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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My personal Substack samuelwinchester.substack.com
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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In The Future of Business podcast, we discuss current issues which will have a big impact on the future of business in Ireland and beyond, exploring what’s important both from the perspective of business people and the impact on society more generally. Hosted on Acast. See acast.com/privacy for more information.
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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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Bharatvaarta podcast is a commentary on politics, policy and culture focused on India. The podcast brings together people from different walks of life who have varied and interesting perspectives on what's happening around us.
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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A weekly look at business and economics from an Irish perspective hosted by Irish Times Business Editor Ciarán Hancock. Produced in association with EY. Hosted on Acast. See acast.com/privacy for more information.
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The aim of this weekly podcast is to make economics easy, uncomplicated and accessible. With the world at a political, technological and financial tipping point, economics has never been so important to all of us and yet, it’s made inaccessible and complicated by so many. I’ve always thought what is complicated is rarely important and what is important is rarely complicated. That will be our motto. Every week we are going to tease out some big economic or political issue facing us, not just ...
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Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management. Serving Durham, Chapel Hill, and the rest of the Triangle. Make sure your finances are designed to deliver you a harmonious retirement.
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“Life Well Planned" is a captivating podcast series that traces the remarkable financial journey of the Smith family, from an unexpected inheritance in the year 2000 to their thriving coffee business, securing their children's education, overcoming personal challenges, and gracefully entering retirement in their 70s. Through six insightful episodes, listeners will witness the Smiths' evolution, guided by their trusted Raymond James financial advisor, Andy Reynolds. This series explores the p ...
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For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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The Business Buying Strategies Podcast comes from The Dealmaker's Academy, the world's leading training on buying and selling businesses - without risking your own money! Each week we talk to leading experts, discuss business buying strategies, offer hints and tips and cover the essential skills you will need to buy and sell businesses effectively.
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
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Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today. Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice. In about 30 minutes, you’ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. Suze brings over 40 years of experience to help you b ...
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Economics and finance demystified. A recent listener's comment: "I first heard about ChatGPT on your podcast and immediately started using it. I’m 73 and wrote my first program at 16. Having witnessed all developments in computing down the years I think this is the greatest since www. Your pod is informative in many different areas, politics, economics, society changes, housing crisis etc but at times goes beyond that. This episode tying up all this but also the implications of AI with a kno ...
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Each episode lasts around 15 minutes (as short and succinct as possible) and contains tips, strategies, research, methodology, case studies and ideas to help you build wealth safely and successfully. Stuart Wemyss is a qualified independent financial advisor, accountant, tax agent and licenses mortgage broker allowing him to provide holistic advice. He has authored four books with his latest being Investopoly & Rules of the Lending Game. Stuart writes a weekly blog which is reproduced on thi ...
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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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In an ever-more volatile world of savings and investments, it pays to stay calm and take the long view. In a bite-sized weekly podcast for the Maher Brownsword family and friends, ANDY MAHER explains what's going on in the markets, how best to view these uncertain times, and where to find the best value for your future investments. Andy is in conversation with journalist and podcast producer Andrew Harrison, a long-time Maher Brownsword client. It's Your Money is a Podmasters Production for ...
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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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1
Suze School Master Class: Pre-Tax Inherited Retirement Accounts
32:04
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Suze teaches a special master class about what to do when you inherit a pre-tax retirement account. You’ll learn the different benefits if you're an eligible designated beneficiary and a non-eligible designated beneficiary. Did the decedent die on or after the required beginning date? Get out your Suze notebooks, because this episode has everything…
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Inheritance Tax: Basic Strategies for Your Estate
9:22
9:22
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9:22
We often consider inheritance tax one of life's unavoidable topics. Accordingly, we need to understand how it works and learn some basic strategies to minimise its impact. In this episode of the "I Hate Numbers" podcast, we explain what IHT is, how it applies, and share simple tips on planning effectively to avoid paying it. What is Inheritance Tax…
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Tax breaks on pensions: what are they for? Inheritance taxes: should they be 100%
35:49
35:49
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The upcoming budget is thought likely to include changes - increases - to tax breaks on pensions and a rise in inheritance tax thresholds. We both agree that helping millionaire pensioners with even more tax breaks is nuts. But we disagree sharply about the wisdom of inheritance taxes. These are incredibly emotive topics. As our discussion shows! T…
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228 centrelink for different spouse ages, tax on inheritance of shares & property, managing retirement income + more
41:08
41:08
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In today's episode Glen and Martin answer some questions from the Retire Right community. They touch on: 👉 super and the age pension for couples with an age gap 👉🏼 capital gains tax & inheriting shares or property 👉🏾 budgeting in retirement 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv …
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Inheritance tax in Ireland: What are the rules, and could they be changed in the budget?
31:57
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Inheritance tax has become something of a hot political issue, with hints of change coming in the budget supported by senior Fine Gael members who want to allow people to inherit more without being exposed to tax. But is this justified? Does it simply improve the lot of the better off in society? Or are there real anomalies that need to be addresse…
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Labour’s plans for inheritance tax: How to prepare for them
28:26
28:26
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What does the new Labour government have planned for inheritance tax? With the public finances in a mess, Chancellor Rachel Reeves has to find money somewhere. How can you secure your inheritance – and plan for care costs down the line. Special guest Ross Anderson of Jones Whyte is a specialist in estate planning and trust management. He talks Andy…
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Navigating inheritance tax and gifting - Part 2
15:57
15:57
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Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax. In this episode, our team discuss real life scenarios to help bring IHT to life some of the ways people are able to navigate the l…
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Listener Q&A: Tax Strategies, Inheritances, Annuities, and More
28:58
28:58
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In this episode, Devin and John dive into a variety of listener questions, discussing annuities, maxing out retirement plans, why HSAs aren't widely talked about, IRMAA, and more. Tune in as we explore: Claudia's Situation: Understanding the distribution requirements for inherited qualified and unqualified MYGA accounts in light of recent tax law c…
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Knowing that I'm less tolerant of risk as I age, how should I reallocate my investments? 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 pract…
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Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances
42:21
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After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate, we're breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money. Season 10 Episode 2 Have a question you want to have …
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Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
46:05
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On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging. Whether yo…
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Hans and Robby are back again this week with a brand new episode! This week they explain how income tax is the new estate tax. 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.com or cal…
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Given some recent tax hits, how should we be managing our retirement contributions going forward? 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 priv…
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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
1:15:46
1:15:46
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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her So…
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Who is J D Vance? A podcast special with Professor Shane O'Mara
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J D Vance has shot to prominence following his selection by Donald Trump to be, potentially, the next Vice President of the US. In this podcast special, we focus on Vance's 2016 best-selling memoir, Hillbilly Elegy, to try and explain and understand the man who clearly wants, one day, to be the leader of the free world. We are joined by Professor S…
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August 31, 2024|Inflation, Oil & Natural Gas, Rent Concessions, Business failures, Growth vs. Income Investing, Super Micro Computer, Inc.(SMCI), Sprouts Farmers Market (SFM), Advance Auto Parts(AAP)
55:40
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Inflation report pretty much solidifies a rate cut in SeptemberPersonal consumption expenditures prices (PCE) were right in line with expectations as they increased just 2.5% in the month of July. Core PCE, which is the Fed’s preferred measure came in at 2.6% and was slightly below the estimate of 2.7%. While both readings matched the June inflatio…
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Vice President Kamala Harris finally gave an interview after being the Democratic nominee for president for over a month. CNN's Dana Bash conducted the interview, of both Harris and her vice-presidential pick, Tim Walz. The interview was brief and predictively lacking substantial pushback or follow-up questions from Bash, contrasting sharply with h…
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Parent/child property tax transfers under Prop. 19
4:14
4:14
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This week, we’re talking about changes that Proposition 19 made to transfers of California real property between parents and children.
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Chancellor Rachel Reeves has to fill a £22bn black hole while sticking to her promise not to raise VAT, income tax or National Insurance. Will she target inheritance tax and/or capital gains tax instead? What will it mean if you’ve got a Buy To Let property or you’re working your inheritance plans? Special guest Sean Burrows of P1 Capital talks And…
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La protezione e il trattamento dati nel GDPR e nella Legge Privacy (Parte 1) | Avv. RA Marco Rampf intervista l'Avv. Edoardo Di Maggio
10:44
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I NOSTRI PODCAST PER LE PMI E GLI IMPRENDITORI: LA REGISTRAZIONE E LA TUTELA DEL MARCHIO (PARTE 1) Come sono regolamentati la protezione e il trattamento dei dati personali nella normativa comunitaria e italiana? Ce ne parla l'Avv. Edoardo Di Maggio, professionista di fiducia di "RAMPF/EICHNER Avvocati und Rechtsanwälte in Kooperation", in questo p…
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We're considering early retirement, and even though I think we're in a good position, I still have some concerns. 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 d…
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Are you investment curious? Thinking about investing your money, but don’t know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you’ve just inherited a brick of bills you would like to grow into a fortune… On this Through The Pines episode, we’ll walk you through How to Invest including: Financial Planning …
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Realized vs. Unrealized Gains: Don’t Overpay on Taxes
13:32
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Managing capital gains taxes is a critical aspect of financial planning, especially for cross-border investors with U.S. brokerage accounts who may be dealing with two (or more) tax jurisdictions. This episode explains the importance of understanding realized and unrealized gains, highlighting how misinterpreting these can lead to unexpected and of…
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Ask KT & Suze Anything: How Do I Protect My Identity?
33:08
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On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity. Plus a quizzy about paying for home repairs and more. Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s …
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Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice
24:41
24:41
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In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out! Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…
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What Options Exist to Help Save For My Grandchildren’s College Education?
12:41
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With college costs continuing to rise, some grandparents wonder if there’s anything they can do to help ease the burden of college expenses for their grandchildren. Today we’ll explore the best strategies for those who want to support their grandchildren’s college education without compromising their own financial stability. The 529 plan gets most …
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I think we can buy a second home, my husband isn't so sure. Who's right? 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: http…
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Arab Disunity: From Ancient Rifts to the Gaza Conflict
30:45
30:45
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In this episode, we kick things off by exploring the deep divides within the Arab world, tracing the roots of these fractures back to the early 19th century when two competing visions for Arab unity emerged. One vision, anchored in religious conservatism, sought to unify Arabs under the strict interpretation of Islam, as seen in the rise of the Hou…
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Corporate Structures, Risk Management, and the Buy & Build Strategy
37:36
37:36
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In this episode of Business Buying Strategies, we talk about insights on smart business acquisitions without risking personal capital. Jonathan shares key strategies from a presentation at the Marbella business retreat, emphasising the importance of getting corporate structures right and de-risking leases. The episode features a discussion with Ed …
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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
40:46
40:46
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If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can …
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Over the summer we’re bringing you a series of briefings on the key challenges and policy options facing the new set of government ministers. Today we’re turning to the tax system and we’ll answer the questions that the Chancellor has almost certainly been asking Treasury officials in recent weeks: how could more tax revenue be raised and how could…
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Retirement Planning With an Age Difference
23:04
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Given our age difference, are we facing any potential issues with our retirement planning? 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 pra…
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Our Retirement Planning Process Questions Answered: EDU #2435
1:19:20
1:19:20
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With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. The post Our Retirement Planning Process Questions Answered: EDU #2435 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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Exchange Funds Explained, Roth Conversion Timing - 492
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What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what should be the timing and ordering of Billy Joe and Bobby Sue’s Roth conversion strategy to help them achieve 33 years of retiremen…
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After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes? 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 d…
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How Parents Can Best Manage Student Loans with Erik Kroll, #216
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28:25
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Did you take out a parent PLUS loan or private loan to help your kids pay for college? Are you still struggling to pay off those loans? According to StudentAid.gov, over 9 million people over 50 have student loan debt. Of those, over 1 million have loan balances north of $100,000. If you’re nearing retirement, the last thing you want on your plate …
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In this episode, we kick things off by delving into the secluded world of Jackson Hole, where central bankers and economic elites gather in a remote Wyoming enclave, musing over the fate of global economies while casting their lines into serene rivers. It's a world of high-stakes policy decisions and economic riddles, wrapped in the calm of the Ame…
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This year’s presidential election is the first in half a century without a Bush, Clinton, Obama, or Biden on the ticket for either major party. This could mark the end of a long political dynasty. With 70% of Americans believing the country is on the wrong track, this is a change election. Kamala Harris is positioning herself as the change candidat…
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#254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺? What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? We've got you covered. -- We’re here to help you learn more! Please com…
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Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
33:40
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Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various financial terms in plain English. Carl's situation as a 58-year-old with a diversified $1.1 million nest …
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Permission to Spend in Retirement, Ep #363
24:46
24:46
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In retirement, retirees make the big switch–drawing on savings rather than contributing to them. This is often when the trouble comes–the psychological hurdle comes when it’s time to start spending your hard-earned savings. In this episode, you’ll learn how to understand the mental barrier that comes with the big switch and learn strategies to over…
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Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement? 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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Suze School: Who Would You Give Your Life For?
29:28
29:28
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Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances? Have you thought through all possible scenarios to insure your financial security after your partner passes? Are you sure your children will help you, if you need it? …
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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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Holistic Tax Planning: A Smarter Way to Manage Your Taxes
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11:58
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Holistic tax planning is more than just a buzzword; it is a crucial strategy for anyone serious about managing their finances effectively. We believe that, to truly optimise your tax strategy, you must consider the entire tax landscape rather than focusing on isolated elements. In this week's episode of the "I Hate Numbers" podcast, we explore why …
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Never mind the policy, feel the vibe! Why any focus on Kamala Harris' economics is besides the point - for now.
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Ireland has just set a new record for the number of people in employment. Back in the day, you either worked on the farm, civil service, domestic service or emigrated (only slightly simplified). If you had accurately forecast the relentless fall in agriculture-related jobs over the past decades you would have also forecast an overall economic disas…
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Why You Need a Comprehensive Approach to Your Finances
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What does it mean to be "wise" about your money? We're kicking off the 10th season of The Wise Money Show, and to do so, we're resetting the purpose and benefits of taking a comprehensive approach to your finances, looking at all 6 areas of your finances. All that and more on this episode of Wise Money. Season 10 Episode 1 Have a question you want …
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A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
52:40
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On this week’s Money Matters, Scott and Pat discuss why now might be the time to buy a car. A Connecticut caller who retired this week asks whether he should invest in buffered ETFs. Scott and Pat then reflect on the 2008 financial crisis that nearly brought down the world economy. A California man wonders whether he should invest in Separately Man…
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