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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
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Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. 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 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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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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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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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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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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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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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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Since 2019, I've been serving clients as a Ramsey SmartVestor Pro and Preferred Coach. I specialize in retirement income planning for people who want to retire today. You'll hear the questions I get every day from clients and how I help them take action. And no worries: Dave-ish listeners are welcome!
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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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Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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iRetire4Him is the Mouthpiece of The Retirement Reformation online at www.RetirementReformation.org. We help you make the journey from Retirement to Reformation so you can say, I retire 4 him.
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Podcast by Mark Falter
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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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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Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
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You only retire once, so retire right. Brought to you by the podcast, 'this is money'. Look for the little m at the top of the cover art. You may also enjoy the podcast, 'Financially Fierce'. Hosted on Acast. See acast.com/privacy for more information.
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Financial and retirement planning guidance from Jude Wilson of Centrus Financial Strategies. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.
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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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It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person’s life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person’s life. So, don’t retire; become Repurposed.
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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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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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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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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A mindset, money, and life podcast for late starters catching up to Financial Independence.
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Don’t be a slave to a job you hate. Easily avoid the financial planning pitfalls that have trapped so many people just like you. Harold Green, creator of the Rapid Retire Financial Planning Process reveals the insider secrets of retiring early. Beat the system and find out how you can set up a retirement plan that allows you to live life now and still invest for your future.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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Ageless Travel Adventures offers an inside look at what it takes to professionally retire! Ken and Gisele are married, retired, and have traveled to hundreds of countries. They share their insights on planning, getting the most bang for your buck, and the must see sights across the globe.
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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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Retiring With Enough focuses on Simplifying Retirement through three main paths to a happy retirement: Money, Purpose and Freedom. Dr. Guidry maintains a CRPC™ (Chartered Retirement Planning Counselor) designation and has over 70 years of life experience with over 50 years investing experience as a DIY (Do It Yourself) investor.
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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Planning for income in retirement is essential for financial stability. In this video, we cover key strategies for creating a solid retirement income plan. Discover different income sources, investment options, and tips for managing your savings. Whether you're close to retirement or just beginning to plan, this video offers useful insights to help…
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Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
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We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce "The Roth Guy" and explore how proactive planning can help you achieve a tax-smart retirement.…
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Can Prenups Really Save Your Marriage? | Aaron Thomas | 082
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Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron s…
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Based on our age and where we are in life, is now a good time to start doing some Roth conversions? 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 pr…
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Top Economist Says We Could Have A Recession Worse Than 2008
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In this episode, Jeff discusses comments about recession and doomsday predictors. He also answers listener questions.By Jeff Vogan
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I'm 54 with $690,000 saved for retirement. Am I on track to retire at 62? We're answering YOUR questions on this week's Get Ready For The Future Show! I want to get as much as possible out of Social Security – how do I maximize my benefit? Gold is always a big talking point, but what about copper? Should we downsize our house before we retire? And …
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Explore how upcoming elections could reshape your retirement plans. From Social Security to Medicare, learn how policy changes might affect your financial future. Stay informed, stay prepared! Don't forget to like, share, and subscribe for more tips! For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visi…
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Are you ready to take the plunge into retirement and embark on a new phase of life? Meet Ron Courser, CFP®, your trusted partner in navigating the complex course through retirement planning. With his years of experience and expertise, Ron can help you address the six core issues that are crucial for a successful retirement journey. Don't wait to se…
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The Birthplace of America- or how to find a great happy hour
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Join us as we chat about our recent trip to Philly. Learn some tips on seeing the historical sites. We found some great places for Happy Hour and the famous Philly Cheesesteak. Here are the links to the places we talked about Her Place Resturant - https://www.herplacephilly.com PJ Clarks- https://pjclarkes.com/location/philadelphia/ Curio Hotel - h…
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Long Term Care Insurance Pay For It Yourself
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about paying for long term care insurance yourself. 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@cardina…
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I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years? 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 pr…
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Financial planning is intricate and filled with potential pitfalls and mistakes that can have long-lasting impacts on your future. In the latest episode of the Money Wisdom podcast, Matt Pastor, RICP® breaks down the most common ways people make financial mistakes and provides valuable insights on how to avoid them. Here’s some of what we discuss i…
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Choosing an advisor is important to your financial future and on this episode we discuss some important considerations that you may want to incorporate in your evaluation process. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visi…
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1030-Friday Q&A: Maximum Investment Cashflow, New Vehicle, Large Family Travel, Difficult College Decisions
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On today's Q&A show we discuss: 1:30 What should I invest in for maximum cashflow? 10:47 What kind of vehicle should I set up for maximum family travel fun? 20:32 I need to buy a new car; what should I buy? 32:38 How can a dyslexic child succeed most effectively in life? 40:00 How can a large family travel affordably? 1:04:30 How do we plan for dif…
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06.21.24 Clark Answers His Critics on Clark Stinks / Back To Basics: Home Renovations
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Later - home renovations have slowed way down, and suddenly it isn’t taking as long to hire a contractor. So when does it make sense to renovate? Clark Stinks: Segments 1 & 2 Home Renovations: Segment 3 Ask Clark: Segment 4 Mentioned on t…
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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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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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Setting Up Your Revocable Living Family Trust Why do we use Trusts What are the parts that make up a Trust What is the lifecycle of a typical trust? What other documents do people usually have prepared when doing their revocable living trust? We tackle these questions on this episode of Through The Pines… Welcome to a Financial Planning Podcast wit…
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Is There Really a Retirement Crisis? Examining Social Security
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In this podcast episode, Andrew Biggs, an expert in retirement economics, discusses the perceived retirement crisis in America, challenging the notion by presenting data on Social Security and private retirement savings. He argues that Americans are generally better prepared for retirement than commonly believed, emphasizing the substantial wealth …
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06.20.24 Clark’s Birthday & Health Update / Safest Vehicles For Teen Drivers
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Today - Clark’s Birthday, presents an opportunity to update his health journey and share recommendations from the Prostate Cancer Foundation during Men’s Health Month. Also, a top concern is the safety of our teen drivers. There’s a great new collaborative list of the most reliable used cars under $10,000 for teens to drive. Clark’s Birthday & Canc…
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Tax-Efficient Bucket and Distribution Planning (Ep. 104)
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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies. They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-te…
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Retirement is a significant milestone that requires careful planning and preparation. In today’s podcast, Eric shares a comprehensive checklist to ensure you're fully prepared for your golden years. Here’s some of what we discuss in this episode: Understanding your monthly income needs. Choosing the right account for withdrawals. Timing Social Secu…
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Mistakes When Choosing A Financial Advisor
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Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals. Vi…
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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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#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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I received an unexpected payment of $500k from a former employer and I’m desperate to figure out what to do with it and how to plan for the taxes. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Pri…
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In today’s episode, Harold addresses the impact of financial ignorance and the importance of knowledge over emotions. Harold shares practical advice and real-life client stories to illustrate how you can make more informed financial decisions. Discover actionable strategies to better manage your investments, plan for retirement, and enjoy the life …
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1029-The Go-Getter: A Story That Tells You How to be One
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Text of the story: https://www.gutenberg.org/cache/epub/12257/pg12257-images.html
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A Keen Wealth Advisors Case Study: “Can We Retire With a $3.3 Million Nest Egg?”
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Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every single year in retirement, and your date of death. Absent those two impossible data points, an effective, comprehensive financial plan has to be an ongoi…
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Age differences in relationships are very common so in today's episode advisers Martin McGrath and Wayne Terry from Financial Edge Group chat about what to consider (both financially and lifestyle wise) as you approach retirement if you and your partner have an age gap. If you’d like to chat with someone about your personal situation, reach out to …
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On June 8, 2024 Paul gave a 2 hour presentation to the Seattle Chapter of Choose FI. The topics covered the 8 biggest investment decisions, plus a new piece on putting aside money for a newborn to 21 year old. Here is the video link. This podcast covers 10 unanswered questions from the presentation, plus 5 additional topics that guests listed as mo…
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7 Tips for to Protect Your Financial Data For Retirement
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Join Miguel Gonzalez from Cortburg Retirement Advisors this week for strategies to keep your hard-earned savings protected and stress-free for retirement. Cortburg Speaks Retirement - episode #193 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through…
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06.19.24 Longevity Considerations / Power Grid Blackouts
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There’s a lot of talk about living to 100 and beyond these days. Longevity science is a big business, but along with living longer, we need to ensure our financial security. Also, get Clark’s take on recent reports concerning potential lengthy power blackouts. Health & Financial Longevity: Segment 1 Ask Clark: Segment 2 Power Grid Blackouts: Segmen…
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How to Think About Time: A Humble Legacy | Jonathan Clements | 081
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Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (U…
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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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What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than i…
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Episode 131: The Impact of the Election on the Stock Market and Retirement Planning
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In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of looking at historical data and not getting caught up in the rhetoric and uncertainty of the election cycle. They also highlight the recency effect and how campaigns are information machines that can inf…
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In this episode, Grant and Bill discuss Huey Lewis and the retirement news, you're lucky enough to find a new home, now keep the old one or sell it, and 5 years from retirement: what you need to be doing right now.By Grant Dorhout
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Life is just a series of transitions. So, when it comes to dealing with the inevitable transitions of life, having realistic expectations is the key. In this podcast, Ben Taatjes will talk about resetting your expectations for your relationships in retirement and he will also explain the reason you should never set your expectations too high. See o…
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We Have $1.7 Million, How Much Can We Spend In Retirement?
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In this episode, Kyle and Kolin discuss a case study of a married couple near retirement. The couple plans to retire in 12 months and has a planning life expectancy of 90 for the wife and 85 for the husband. Their primary insurance amount for Social Security is $2,800 and $2,200 per month. They have a net essential spending goal of $6,000 per month…
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Finding Happiness by Breaking Free From Workaholism
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Just as perfectionism can have a dark side, workaholism signifies the dark side of a positive work ethic. As a recovering perfectionist and workaholic, I still battle the urge to overwork. If not recognized and controlled, workaholic tendencies can resurface in retirement due to the increased free hours to fill each day. If you’d like to be a part …
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06.18.24 Auto Theft Prevention / Work From Home Job Scams
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Today - auto theft is a huge problem around the country, and thieves have figured out a way to duplicate your car keys by intercepting the signal, often from outside your home. Clark shares a cheap easy way to help prevent this. Also, key warnings if you’re looking for a remote job, as unfortunately we’re hearing from a lot of job seekers who’ve be…
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The Four Phases of Retirement with Dr. Riley Moynes
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Dr. Riley Moynes, author and creator of a popular TED Talk joins James to discuss his own retirement which led him to become the author of The 4 Phases of Retirement. While Dr. Moynes was financially prepared for retirement, he wasn’t prepared for the boredom and depression that followed the first two years of retirement fun. As it turns out, his r…
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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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Best Of: Preserving Lifestyle in Retirement
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Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balan…
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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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With a lot of kids and a lot of rental properties, we're wondering if we're on track to retire in about 16 years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/…
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By Compak Asset Management
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