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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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This podcast is for overwhelmed and frustrated professionals mainly women between the ages of 35 and 60 + who are ready to develop and apply the relevant financial skills and knowledge they need to take control of their money, better manage their finances, reduce their financial worries, and understand that they can live their best life with the money they have. I will be sharing valuable information about how to achieve financial wellness from the inside out and live a purposeful life with ...
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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A broad spectrum of cerebral and though-provoking conversations hosted by Conexus Financial, a purpose-driven publisher of conferences, podcasts and digital media through its brands Investment Magazine, Professional Planner and top1000funds
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A Canadian Personal Finance Podcast, sharing ideas about money and how to build wealth.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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From Embark Group, it's the EmbarkPod: a show that looks to bring together thought leaders, finance professionals and commentators to discuss - and debate - hot topics within the FinTech industry; hosted by Roger Hearing.
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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Introducing India’s first ever, The Pension Podcast, an initiative by PensionBox - Take control over your retirement future now!The Pension Podcast embarks the emergence of the Pension Movement and assures the retiree’s to find their financial security and peace of mind at their own comfort!With apt information and insights on how the Pension Movement impacts the future, let The Pension Podcast advance your retirement planning now!
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Pensions, pay, job planning, rate cards, all the stuff that annoys you. Chat's, Q&As, interviews with the BMA consultant's committee negotiating team.
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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Join Dustin Lamontagne of Research Capital for helpful hints to help you negotiate ever changing stock markets. Plus Dustin will give you his take on current stories from around the world and how it can affect your financial well being.
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Professional unprofessional strategists Stephen Carter, Corey Hogan and Zain Velji dissect the news of the day, pass judgment on strategy choices and lift back the curtain on how decisions are made. Described as "the least deliberate podcast of all time", "shockingly insightful" and "sports talk radio for politics". Not sponsored by Flair Airlines. Get Thursday episodes and bonus content on Patreon
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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As a Financial Professional we offer the following services…. * Estate Planning * Debt & Tax Relief * Home, Car, Pet and Umbrella * College Savings Fund * Will Prep * Keyman Executive Plan * Long Term Care * Personal Pension Plan * Tax Free Retirement Account * Legacy Planning 📆. Book time on my calendar to discuss further at calendly.com/smithconsultings Contact 📞☎️📱📧👩💻 info@smithconsultings.com 732-820-9710 👩🏫📖 Go grab a copy of Life Insurance with Living Benefits 101 & Estate Planning G ...
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Are you an expat who is confused by the Irish tax system? Maybe you are planning a move to or from Ireland and want to understand how to navigate the complex tax issues that arise? Taxbytes for Expats is the show that explains in simple terms the dos and don'ts of Irish taxes for expats.
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Jason Vincent, President and COO of Matco Financial discusses trending topics such as life and investing as they relate to building wealth as a Canadian. Stay tuned for new episodes and guest appearances. See our disclaimers here - https://matcofinancialinc.com/disclaimer/ © 2024 Matco Financial Inc.
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For Business Owners: This is the podcast for 6 & 7 figure business owners who are looking to grow a financially successful business. Claire Hancott is a Finance Director, Chartered Accountant and Entrepreneur and every week we explore guidance and frameworks designed to help you increase your profits, improve your cash flow and grow your business.
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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A podcast to help internationally trained physicians in Canada achieve financial peace without selling any investment or insurance products.
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Vidett 'ExpertView' brings together a panel of experts from different disciplines, to share their specialist perspectives on key pension topics.
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In-depth discussions on all things benefits and compensation-related from the thought leaders of Proskauer’s highly-ranked lawyers.
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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near reti ...
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Podcast hosted by nationally-recognized expert on Medicare, Jae W Oh, MBA CFP CLU ChFC, author of top-rated, top-selling book on Medicare, Maximize Your Medicare. Subscribe to the YouTube channel and check out the book at www.maximizeyourmedicare.com
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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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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Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people. Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including: Getting into Financial Services; where to start? Changing careers and transferrable skills. Routes to Level 4 Qualifi ...
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Podcast by Investment Quorum
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Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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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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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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On The Island is a lively and informative blend of news, reviews and interviews, designed to keep Victorians informed about the issues that matter to them.
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From evolving regulatory requirements and investor activism to the physical effects of climate change on business operations and more, Osler’s newest podcast, ESG Explorer, looks at the developments and issues affecting your business. Knowledgeable guests from Osler and across the business world guide listeners through the critical topics modern organizations are facing.
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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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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Re-examining pension plans for professionals with Jason Pereira
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Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…
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EP297 Individual Pension Plans as a Path to Entrepreneurial Security
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Welcome to The Cash Rich Exit Podcast, where I, Colleen O’Connell-Campbell, guide you - ambitious CEOs, founders, and business owners - through critical entrepreneurial financial transitions. Today’s episode is especially important for those of you over the age of 40 with a significant T4 income, as we explore an exceptional tool for securing your …
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The Ultimate Business Owner's Guide to Pension Planning
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Welcome to the Profit Cash Growth Podcast, the go-to podcast for six and seven-figure business owners eager to grow a financially successful business. Hosted by a Finance Director & Chartered Accountant, Claire Hancott, this episode dives into the crucial topic of pension planning for business owners. In this episode, Claire and her co-host explore…
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Why the Proposed Alberta Pension Plan Matters - Jim Dinning
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Welcome to the Wealth in Canada Podcast with Jason Vincent, President and COO of Matco Financial. In today's episode, Jason sits down with Jim Dinning, Chair of the Proposed Alberta Pension Plan Engagement Panel. They discuss the Canadian Pension Plan and the Quebec Pension Plan and the need for Albertans to speak up in decisions that can impact an…
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On this episode of Rock On Retirement, Coach Pete covers various topics related to retirement planning and the importance of annuities. The main theme is the need for consistent and reliable income in retirement. The conversation also discusses the concept of red and green money, where red money represents riskier investments and green money repres…
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Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve. Moderator: James Wong, Partners Advantage Speakers: Patrick Kelly, Signal Advisors; Tyler …
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Is Generation X facing a retirement nightmare? Join John Shrewsbury in this week's Fastest Four as he breaks down the shocking stats on Gen X's retirement savings, healthcare concerns, and financial challenges.By GenWealth Financial Advisors
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Young’s, conglomerates and the AI split: The Companies and Markets Show
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The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recent results from Young’s (YNGN) and Fuller, Smith & Turner (FSTA) and asks what the future has in store. Jennifer Johnson then discusses this week’s IC …
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Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme mu…
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Corey Hogan and Stephen Carter discuss a column where outgoing Alberta NDP leader Rachel Notley appears to attack incoming-with-83%-of-the-vote Alberta NDP leader Naheed Nenshi - before turning to the looming Toronto-St. Paul's byelection. How should Nenshi engage (or not) with Rachel Notley and Jagmeet Singh at Notley's farewell dinner? Is Toronto…
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How to Boost Your Retirement Income with Dividend ETFs
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Are you worried about having enough income in retirement? This episode dives into how dividend-paying ETFs can boost your monthly income in retirement. You’ll learn the basics of ETFs, discover how they generate a periodic income stream through dividends, and how to incorporate them into your investment portfolio. We also explore alternative option…
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Ep #94: 5 Ways to Build Your Emergency Fund for Retirement
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We examine an aspect of retirement planning—building an emergency fund. Whether you're nearing retirement or already enjoying it, we provide insightful strategies to assess your financial needs, determine the right size for your emergency fund, and effectively build and manage it. Learn about essential expenses, potential emergencies, and smart way…
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I heard through the office grapevine that my position of 15 years may be transitioning into a position that I would not want. Am I in good shape if early retirement comes my way? 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 …
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Working 9 to 5 - Unpacking the Right to Disconnect: Balancing Work Hours and Business Productivity
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As Dolly Parton once said, working nine to five, what a way to make a living, but would it work for your small business? In this week's episode, Claire and Simon dive into the intriguing topic of the "right to disconnect" and its potential impact on businesses. The discussion kicks off with a humorous exchange about Simon's new glasses and the pecu…
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#104 – Retirement planning chat with a "real" person, Laura Maione
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known…
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An incredible health advancement and how it relates to longevity risk and YOUR plan
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In this week's episode, we'll discuss an exciting new health innovation and how that will affect your retirement plan. What is your plan to get rid of longevity risk? How can you overcome the risk of running out of money before you run out of life? How are you hedging inflation? How long will your current plan last? Isn't it time to get answers to …
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Join Dustin Lamontagne and Bryn Griffiths as they chat about the Bank of Canada dropping interest rates. What will it bring for the markets? All opinions expressed are solely Dustin’s and do not reflect those of Research Capital. This podcast is for informational purposes only and should not be relied upon for investment decisions. Clients of Resea…
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What do you recommend people do as a hedge against inflation (or hyperinflation) in their long-term savings and retirement accounts? 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 mo…
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Insurance Companies and Annuities: EDU #2425
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Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2 (requires subscription). The post Insurance Companies and Annuities: EDU #2425 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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107: Your Guide to Interest Rates and Their Implications
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Barenaked Money: Understanding the Impact of Interest Rate Cuts on Your Finances In this episode of 'Barenaked Money,' hosts Josh Sheluk and Colin White of Verecan Capital Management discuss the recent interest rate cut by the Bank of Canada. Through a series of candid questions, they explore the implications of the rate cut on various financial de…
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Ep. 166 - LEGACY BUILDING - A TIMELESS FATHER'S DAY GIFT
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Send us a Text Message. In this episode of "The Merging Life and Money Show," host Marie-Jo Caesar explores the timeless gift of legacy building in honor of Father's Day. Emphasizing ethical decision-making, open dialogue, and value-based legacies, Marie-Jo discusses teaching children through personal stories, role-playing, and family traditions. F…
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Annuities...You have questions, we discuss! Know the difference between types of annuities? Know how annuities work? Join John and Mike as they discuss all things they can about annuities and the inner workings. Then they continue their series on Holistic Happenings and how it might impact you. https://fsa1.com/ #Retireable #Retirement #FinancialSe…
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The Impact of the Dow Jones Milestone on 401k
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The conversation discusses the impact of the Dow Jones industrial average surpassing the 40,000 barrier on someone's 401k. It emphasizes the importance of being smart about where money is invested and diversifying income sources. The conversation also touches on the decision of when to take Social Security and the benefits of deferring it. Get your…
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In the penultimate episode of Season 3, Sarah and Dennis discuss the importance of reviewing financial contracts. We receive annual alerts when our car and home insurance is due for renewal. But our life assurances and savings plans tend to run quietly in the background. The direct debit leaving the account each month without much thought. Why aren…
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I am thinking of retiring in December but I am not sure about my retirement savings. Can I do it without collecting Social Security until 67? 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…
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We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust
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Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-caps with strong cash flows that will accumulate dividends over time. In this episode, the two discuss the drivers behind the trust’s success and inves…
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Moving to Cyprus: the Tax & Lifestyle Benefits with Charles Savva
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You might consider Cyprus a lovely place for a holiday, but there's much more that it offers residents in terms of tax benefits. If you've ever thought of relocating to Cyprus, my conversation with Charles Savva of Sava and Associates is a must-listen. In this episode, we hear about the attractive tax regime of Cyprus with Charles. We delve into Cy…
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The American Manufacturing Renaissance with Michael Underhill | Tao of Chao 19
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Michael Underhill, a trained economist, investment strategist, and investor in the infrastructure space, emphasizes the urgency of two crucial policy areas for the future — energy and immigration. Michael and Philip Chao stress the need for a comprehensive energy policy to prepare for increased energy dependence and a coherent immigration policy to…
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City Council - Budget - Utility & Rate Study Workshop (Immediately following the Extraordinary Circumstances and Impact Fee Study Workshop) - Jun 17, 2024
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Ep 173 - Driving Savings: Exploring Salary Sacrifice Schemes for Electric Vehicles
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We delve into salary exchange schemes for electric vehicles, highlighting how these enable employees to drive electric cars while saving on taxes and reducing their carbon footprint. We explore the financial benefits for both employees and employers, the positive environmental impact, and share insights from industry experts Darren Woodall and Mich…
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I think my husband can retire but he's nervous and unsure. 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: https…
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 14 June 2024. With the end of financial year just around the corner the show starts by reminding listeners it’s their last chance to get their end of financial year planning in order. This weeks show looks at a new financial year topic: Shou…
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Given the financial advice my father-in-law has been receiving, is it time for an intervention? 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 privac…
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Alter Investments for Retirement Next Year?
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I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show! Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment…
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The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
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On this week’s Money Matters, Scott and Pat explain why you should not get too excited about the AI stocks dominating the market. A man who fired his financial advisor 8 years ago asks whether it’s time to hire a new one. A North Carolina caller wants to know whether it makes sense to buy a home in Florida. A California woman who wants to sell her …
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With two military pensions on the horizon, is our overall retirement picture on the right track? 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 priva…
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Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
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Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happ…
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In this week's Fastest Four Minutes in Finance, Scott's breaking down May's latest inflation numbers and what they mean for the economy.By GenWealth Financial Advisors
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As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money…
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Gold, election tax plans & Halma: The Companies and Markets Show
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This week’s podcast begins with Alex Hamer discussing our latest cover feature on the rise of gold and to a lesser extent copper prices. Alex outlines the drivers of these price moves and highlights a variety of companies seeking to take advantage of these trends. Then, in a week when the biggest UK political parties all published their general ele…
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227 - Quarterly Economic Update With David Czerniecki
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24:37
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In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind. They also discuss the role of technol…
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How to Overcome your fear of Investments Today
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11:37
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Fear can paralyze you from making crucial financial decisions. This episode of The Goldstein On Gelt Show offers practical steps to overcome that fear and take control of your investments. Learn how to transform financial anxiety into confidence, set clear financial goals, and take manageable steps towards achieving them. Some key takeaways: Set Cl…
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EP 93: The Overlooked CPP Strategy That Saves Business Owners Thousands
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Joe and Aravind explore the merits of contributing to the Canada Pension Plan (CPP) through salaries. Despite the dual contributions required from business owners, the CPP offers guaranteed, inflation-adjusted income in retirement, providing a secure financial foundation. The discussion highlights the tax credits and deductions associated with CPP …
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We hear a lot of half-truths in the financial world. This isn’t necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Listen in as Scott shares a few examples that show that, while common financial advice can be helpful, it's important to dig deeper and unders…
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I'm thinking about seeing a financial planner but see no reason to justify the cost. Am I wrong? 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 priva…
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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
1:33:48
1:33:48
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Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers …
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