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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Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment 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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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Retirement Lifestyle Show
with Roshan Loungani, Erik Olson & Adrian Nicholson
Roshan Loungani, Erik Olson & Adrian Nicholson
With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You'll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.
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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
Dalene Higgins
Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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Welcome to the Serving Seniors Podcast, the show dedicated to helping you thrive in your retirement years. In each episode, we'll explore topics, share tips, and invite experts to provide valuable insights that will empower you to make the most of your golden years. So, whether you're just starting your retirement or have been enjoying it for a while, here's some helpful insight on how you can survive AND thrive in your golden years!
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Attorney Jones is here to talk about how best to protect your family, assets, and wealth. Pulling stories from his more than 20 years of helping families and business owners protect their assets, create their estate plans, preserve their wealth, and plan for the future. Nobody wants to think about estate planning, but life has a way of sneaking up on you and at any moment something unexpected could happen that will leave you regretting not having acted sooner. So join Attorney James A. Jones ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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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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Podcast by Kelly Stenka
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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 "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
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Welcome to the Farming Without the Bank podcast, the show with a no-B.S. approach to money, hosted by a farm strategy expert and authorized IBC practitioner. Join us as we get real and expose the flaws of traditional financial institutions in order to help farmers take control of their finances, create peace of mind, grow their wealth, and leave a legacy. https://www.farmingwithoutthebank.com/
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Nickels and Dimes: Finding Financial Freedom with Natalie Kime is a podcast dedicated to helping the sandwich generation achieve financial literacy and security. Hosted by financial professional and coach Natalie Kime, this show provides practical guidance and empathetic support for individuals juggling the competing financial demands of caring for aging parents and children while planning for their own comfortable retirement. Natalie's mission is to empower her clients to set and achieve th ...
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Join Frank Fantozzi as he takes a personalized approach to everyday financial topics from retirement to estate planning, charitable giving, succession planning, investments, and tax planning. In an industry focused on rates of return, Frank and the team use a unique perspective of striving to help clients reach their Return on Life®. What does that mean? Listen to Frank Wealth Insights to find out.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Seeking fulfilment and purpose in your life? The intention of this podcast is to encourage you to focus on your WHY which will enable and empower you to achieve your desires. Creating positive, global ripple effects, guests from all walks of life and at differing stages in their business, career and life speak with podcast host, Amy Rowlinson, sharing their unique perspectives on purpose in relatable, uplifting and inspiring conversations. Have a Purpose. Have a Plan. Focus on WHY.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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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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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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A podcast of politics and culture, from the editors of Current Affairs magazine.
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Andre Iguodala and Evan Turner formed their brotherhood on the NBA hardwood. Now in retirement, they've teamed up again to create the Point Forward Podcast; aptly named after the unique position they played in the league. These two unapologetic truth-tellers will use their platform to share the opinions and hot takes that made them fan favorites and at times, polarizing throughout their career. Dre and Evan keep their fingers firmly on the pulse of the sports world at large, business and cul ...
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Psychedelics Today is the planetary leader in psychedelic education, media, and advocacy. Covering up-to-the-minute developments and diving deep into crucial topics bridging the scientific, academic, philosophical, societal, and cultural, Psychedelics Today is leading the discussion in this rapidly evolving ecosystem.
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Welcome to Becoming Iconic, led by the incredible Jen Szpigiel. This is a space for women creating legacy out of integrity. This is for the visionaries, the elevated leaders, the women who want to break the mold and shift the narrative in their businesses, relationships and homes. Jen Szpigiel has created a multi-million dollar global iconic brand for life, business and leadership and she’s infusing years of wisdom and a lot of tough love into every moment of this masterclass. Join Jen to ex ...
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Aging Well: Finding Beauty in the Gray is a podcast for everyone in or approaching the retirement years. There’s a lot to unpack here apart from the financial planning component, and we’ll do just that. We’ll explore new interests, priorities and goals and finding purpose for ourselves and in our relationships. Join me each episode as I share stories and chat with guests learning to live their best next act, lives. Have a question or comment? Please reach out to me, Hugh Willard, at willowwa ...
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Investing in Real Estate publishes three times a week! It's a show hosted by Clayton Morris with a laser focus on buy and hold rental properties in order to create passive income. Clayton shares tried and true methods for acquiring rental real estate, building net worth, and accelerating your financial freedom. This podcast utilizes expert interviews, case studies with normal everyday investors, and Clayton's own methods for achieving passive income. If you want to learn how to acquire turnk ...
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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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Send us a Text Message. Jeff and Brian Akers discuss charitable giving and retirement planning, emphasizing the importance of prioritizing one's time and money, understanding tax implications, and giving back to the community. They share strategies for maximizing charitable deductions, aligning financial decisions with values, and leveraging retire…
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By Erick Arnett
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Legacy planning is a personal and often avoided topic, but it is crucial to make decisions while you're still alive to avoid someone else making them for you. The state of South Carolina has a plan if you don't have one, which can put your loved ones in a difficult situation. Proper legacy planning involves checking beneficiaries, account types, co…
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Graduation is a major step for those important young adults in our life. A parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you. You can read the corresponding article on our website at: https://www.kennedy-financial.com/blog/life-after-graduation-what-shou…
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Why Everyone Feels So Rotten About the Economy (w/ Kyla Scanlon)
33:06
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Get new episodes early at patreon.com/CurrentAffairs! Kyla Scanlon is a leading online economics commentator and Bloomberg contributor, who regularly publishes TikTok explainers helping people understand the economy. Her new book In This Economy?is meant to help laypeople understand the economic forces around them that are so determinative in the o…
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Planning for Peace: End-of-Life Insights with Mary McElhattan
44:47
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Ever wondered if your family is truly prepared for the future? Could pre-planning your end-of-life arrangements save your loved ones from emotional and financial stress? How do cultural differences shape our conversations about death? In this enlightening episode of Women of Wealth, we sit down with Mary McElhattan to dive deep into the often-overl…
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Point Forward brings you a special Olympic basketball episode. Revisit Andre and Evan’s conversations with Team USA greats Carmelo Anthony and Jayson Tatum. Hear insights from sports analyst Michael Wilbon and candid discussions between Andre and Evan with their Olympic hot takes. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Episode 43: Guiding Grace: Stories of Hope and Healing with Amy Davis
27:30
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In this episode of the Serving Seniors Podcast, host Matt Helton welcomes Amy Davis, a Senior Care Advisor at Senior Provisions, LLC. Amy shares her inspiring journey from growing up at the base of Pikes Peak in Colorado to her current role in Nashville, Tennessee. With a background in pastoral care and working with families in hospitals, Amy bring…
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The Best Ways to Equip the Next Generation for Financial Success
42:33
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Tell Natalie what you love about this episode, text here! In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kim emphasizes the importance of financial education for children and young adults. She discusses the lack of financial literacy in schools and the need for parents and guardians to fill this gap. Sha…
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415 The Superwoman Myth with Dr Joanna Martin
45:50
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Do you aspire to be superwoman? If so, you’ve been sold a lie. Superwoman doesn’t exist. Trusting her intuition and focused on accomplishing the One of many® mission to equip one million women leaders with the tools to be able to sustainably change their corner of the world, Jo has published her book Superwoman: Escaping the Myth: How to Increase Y…
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Should You Be Your Own Registered Agent? (Repair The Roof Podcast)
11:43
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“Your time and peace of mind are valuable assets in themselves. By opting for a professional registered agent service, you're not just ensuring compliance, you're investing in your business's stability and your own sanity." What if the decision to save a few bucks could expose your home address to the public and disrupt your daily life with the sna…
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PT534 – Exploring the Fungal Kingdom: Cultivation, Connection, and the Potential of Permaculture, with Jasper Degenaars
1:06:31
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As many mushroom enthusiasts will attest: the more you learn about the fungal kingdom, the more you see how important mushrooms are to every ecosystem they’re a part of – and how life-changing a relationship with them can be. In this episode, Joe interviews Jasper Degenaars: mycologist, educator, and the Hyphae Headmaster at Fungi Academy, offering…
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10 Lessons Learned From The Retire Sooner Podcast
54:23
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Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast.By Wes Moss
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Rebuilding or Starting Your Credit From Scratch - Expert Edition 75 (Classic Episode)
41:39
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Our credit expert Shante Nicole walks you through the steps to establish a strong credit history weather you’ve had a financial set back that took your credit off track or you’re just getting started. Make sure you follow her and join her Financial Common Cents Facebook group About our expert: Shante Nicole’s passion for serving others has always b…
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Takeaways Tax planning is crucial during the accumulation period to minimize tax burdens in retirement. Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement. Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning. Cha…
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Ep 67 Why Avoiding Budgets Can Lead to Missing Out
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Send me a message! What do you want to see more of? In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring insights from client experiences, I emphasize the signif…
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Nuclear Countdown, or, Why We Need to Start Worrying and Stop the Bomb
28:46
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Get new episodes early at patreon.com/CurrentAffairs! Nuclear weapons are always lurking there in the background, out in remote places where we don't have to think about them, but ready to be fired at any time. Journalist Sarah Scoles was interested to find out more about the people who maintain the system of nuclear weapons. What do they do and ho…
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1073: Q&A: How Can I Quickly Grow My Retirement? - Episode 1073
14:14
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What's the best strategy for building a real estate portfolio when you're over 50 and want to grow your retirement fast? That's the first question I'm answering on this Q&A Monday! On today's show I'm taking three listener questions about fast portfolio growth, getting started in real estate with no money, and my best recommendations for tax and le…
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The Realizations from Building a Billion Dollar Business with Marta Hobbs
50:47
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In this episode, Marta Hobbs, an author, mentor, and entrepreneur, joins Jen to share her powerful journey of personal growth and healing. After a life-changing panic attack in the paradise of St. Barts, Marta embarked on a decade-long spiritual journey, shedding her armour and coping mechanisms to embrace her true identity. Her book "Unraveling" b…
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Is Your Annuity Working For You in Retirement? - Key Reasons to Reevaluate Now
17:11
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In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of reevaluating your annuity, especially in the current economic climate. The episode dives deep into scenarios where reassessing your current annuity product can be beneficial, highlighting how both banks and insurance companies have gained from the recent…
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The Most Important Routine for Your Financial Success
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In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an intervie…
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People are building up larger 401K and IRA amounts recently, as much as a million dollars or more, and the tax implications on amounts such as these can end up being a high number. Alan and Troy discuss how planning for such large retirement accounts can be beneficial, especially when it comes to tax planning and keeping more money in your pocket, …
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Retirement looming? Don't panic! This episode breaks down essential steps to plan and achieve your dream retirement. From calculating your savings goal to optimizing investment strategies and exploring retirement lifestyle options, we've got you covered. Tune in and take control of your financial future.…
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Financial literacy is your superpower! In this episode, we dive into why understanding money matters and how it can transform your life. From budgeting basics to smart investing, we'll equip you with practical tools to take control of your financial future. Let's break down financial jargon and build a strong money mindset together.…
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The political landscape has been turbulent lately, accompanied by mixed signals on the economic front. As a result, investor sentiment has been highly volatile, with rapid shifts between aggressive buying and selling. In this episode, Karl Eggerss offers insights on navigating such uncertain times in the market. Topics discussed on this podcast: El…
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Losing a loved one is a difficult experience, both emotionally and financially. This episode provides essential guidance on navigating the complex financial and estate landscape after a death. We'll cover crucial steps like locating important documents, understanding probate, and making informed decisions about assets, debts, and taxes.…
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During this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.By Michael Mcguire
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In this episode, host Jeff Foley, CFP, and co-host Tony Shore discuss how frugal living can be a path to financial independence and early retirement. Listen to stories and strategies from those who have achieved financial freedom through disciplined saving and spending.By the Paladin Financial Team
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Ep. 260 - Financial Freedom for Farmers (MJ on the Farm4Profit Podcast)
1:04:29
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Join hosts Corey and Tanner as they welcome Mary Jo to the Farm4Profit podcast to dive into the world of financial independence for farmers. In this episode, Mary Jo explains the Infinite Banking Concept and how it can be a game-changer for farmers looking to gain financial control, reduce dependency on traditional banks, and build generational wea…
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The secret to only having WINS in your retirement plan
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In this week's episode, we'll explore how you can only have wins in your retirement plan. What if your retirement could be on an elevator that only goes up and never goes down due to any market event? How can you only have wins in YOUR retirement income and growth plans and no chances of losses? Isn't it time to get answers to the tough retirement …
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Charitable Bequests: Crafting a Philanthropic Legacy
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In this episode of The Legacy Talk Podcast, we explore the role of charitable bequests in estate planning and how to create a philanthropic legacy. Learn about different types of bequests, their benefits, and how to choose the right charities. Discover the tax advantages and personal fulfillment that come with supporting causes you care about. Tune…
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Why No One Gets To Retire Anymore (w/ Teresa Ghilarducci)
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Get new episodes early at patreon.com/CurrentAffairs! Teresa Ghilarducci is an economist at the New School for Social Research and the author of Work, Retire, Repeat, which shows how the possibilities for having a comfortable and dignified retirement are slipping away. We begin with a news story about a 90-year-old veteran who was pushing shopping …
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PT533 – Psychedelics in Palliative Care: Screening, Safety Measures, and Experiences With the Divine, with Livi Joy
1:11:20
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Psychedelics in palliative care has become an exciting new framework for people looking to ease anxiety and embrace spirituality, but the concept is not as simple as just providing a substance. In this episode, Joe interviews Livi Joy: Director of Health and Safety, Existential Palliative Ministry Lead Facilitator, and more at Sacred Garden Communi…
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Episode 42: Legacy of Care: Coaching Through the Seasons of Aging
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Welcome to Episode 42 of the Serving Seniors Podcast, hosted by Matt Helton. In this episode, we're joined by Susie Sarkisian, a Family Support Coach from Susie Sarkisian Coaching. Susie shares her insights on how families can navigate the complex emotional and logistical challenges of aging, offering practical tips and compassionate advice. Join u…
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Redefining Parenthood: A Journey of Self-Love and Financial Wisdom - Episode 83 (Classic Episode)
44:40
44:40
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In this episode, we talk with Leisa Peterson about being the best parents we can be and learning about money. Leisa tells us about how she learned to love herself and teach her kids about money in a smart way. We learn why it's important to understand our feelings and make good money choices. This episode is filled with great stories and advice for…
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Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses
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12:51
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In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimmi…
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1072: They're Lying About Your Retirement - Episode 1072
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7:39
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A whopping 55% of Americans claim they're behind on their retirement savings.Every year, unfortunate statistics just like this are released. And it just seems to be getting worse. It’s clear that Americans are ill-equipped for retirement. But why does no one talk about the root cause? On this episode of Investing in Real Estate, we're going to unpa…
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Retirement Milestone Ages You Need To Know
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22:04
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Age is just a number- except for when it comes to retirement planning. In fact, the financial planning process is filled with key milestones that you need to be aware of as you plan for a secure future. In today’s episode, we’ll talk about the birthdays you need to pay close attention to. From catch-up contributions at 50 to Medicare at 65, tune in…
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Taxes Executors or Trustees Need to be Aware of When Settling an Estate
26:39
26:39
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26:39
When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincin…
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Tim gets a lot of questions about 401ks and knows they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com Location: La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinion…
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Many in retirement like to keep a decent chunk of change in their checking & savings accounts at the bank. Others like to have physical cash on hand. How much is too much or too little? Is there a proper amount to keep handy for financial emergencies in retirement?By Dan Wendol
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060: Matt's Markets on the Move with Laura Russo
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What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months? In today’s episode, Matthew Peck is joined once again by SHP Financial’s Laura Russo to answer these questions in a special podcast edition of our quarterly update. We’ll explore how AI continues to power large-cap posit…
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Why is it that if we don’t achieve perfection, we sometimes give up? It’s really about obtaining progress…not perfection. Since 1989 we have been on a mission to help people live Life on purpose! On this week’s episode of Life Planning 101, we give you a new 80/20 rule to consider.By Angela Robinson
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RL208 — Bull Market Stages: Where are we now?
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Summary In this episode of the Retirement Lifestyle Show, Roshan and Adrian discuss the stages of a bull market. They reference a quote by Sir John Templeton that describes the stages as born on pessimism, growing on skepticism, maturing on optimism, and dying on euphoria. They break down each stage and discuss the characteristics and trends associ…
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From Red Carpets to Real Connections: The Power of Sisterhood - Finding Your Passion and Purpose
1:03:37
1:03:37
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Tell Natalie what you love about this episode, text here! In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime hosts sisters Amy and Nancy Harrington, co-founders of Pop Culture Passionistas. They discuss their transition from high-profile Hollywood careers to creating a media company focused on empowerin…
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The Authoritarian Nightmare Donald Trump Is Planning (w/ Radley Balko)
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36:51
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Get new episodes early at patreon.com/CurrentAffairs! Radley Balko is one of America's leading journalists on policing and criminal punishment. His book The Rise of the Warrior Cop is a remarkable expose of the militarization of local police forces around the country. Recently, Radley has produced several excellent essays on the authoritarian promi…
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Ever wondered what happens to your assets after you're gone? Is estate planning just for the rich and famous? Join us in Episode 12 of "Women of Wealth" as hosts Hawley Woods Gray and Allie Ramo unravel the mysteries of estate planning and why it's crucial for everyone, not just celebrities! In this episode, we dive deep into the costly and lengthy…
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414 Principles of Life with Sarah Spencer
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46:38
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Ever wonder how to align your vision with the rhythms of nature? Embracing nature's wisdom to co-create a future abundant with purpose, resilience, and harmony, Sarah Spencer shares her insights on regenerative leadership, rebalancing societal traits and the interconnectedness of our actions which offer a fresh perspective on thriving in turbulent …
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PT532 – Understanding Bad Trips: The Power and Potential of Adverse Psychedelic Experiences, with Erica Rex, MA
1:08:07
1:08:07
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In this episode, Joe interviews Erica Rex, MA: award-winning journalist, past guest, thought leader on psychedelic medicine, and participant in one of the first clinical trials using psilocybin to treat cancer-related depression. She tells the story of her recent harrowing experience, brought on by 6 times the amount of Syrian rue that was recommen…
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