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Retire Smarter
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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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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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 th ...
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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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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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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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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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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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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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12 years in service and a sad ending
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Podcast by B.O.S.S. Retirement Solutions
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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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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Podcast by Retirement Lifestyle Advocates
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This is a personal journal podcast for adults.
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Renovating Retirement With Charlie Jewett
Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
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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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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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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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Have you ever thought how cool it would be to eavesdrop on the FBI? On FBI Retired Case File Review, host Jerri Williams, a retired agent herself, is on a mission to show you who the FBI is and what the FBI does by interviewing her former Bureau colleagues who share personal stories about the Bureau's most intriguing and high-profile cases, as well as many you've never heard of. Listen in on their conversations and experience what it’s like to hunt down a serial killer or terrorist, catch a ...
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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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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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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You only retire once, so retire right. Hosted on Acast. See acast.com/privacy for more information.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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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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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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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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... a holistic lifestyle to build & preserve wealth
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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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Where Do Gays Retire is a podcast where we help you in the LGBTQ+ community find a safe and affordable retirement destination. Join Mark Goldstein as he interviews others who live in gay-friendly places around the globe. Learn about the climate, cost of living, the LGBTQ + community, healthcare, crime and safety, and more.
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Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Rent To Retirement
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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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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By TouchstoneFinancialEducation.com - See our Market Updates and work with us one-on-one!
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Funding the adventurous life.
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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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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
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Cortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.
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8 Ways to Become Poor in Retirement, Ep #340
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There are many ways that could threaten your financial security in retirement. Knowing the common issues can ensure that you don’t fall into the traps. Today’s financial headline comes from Yahoo Finance and is called 8 Ways Baby Boomers Become Poor in Retirement. Listen in to learn what they are so that you don’t drive yourself into the poorhouse.…
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Will You Flourish or Languish? – Corey Keyes
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Don’t drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26. __________________________ Today’s Building Block: Wellness What will your life in retirement really be like? Will you flourish or languish? Our guest today is Corey Keyes, a renowned expert and author of the groundbr…
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2024-03-17 Retirement Lifestyle Advocates Radio w/ Kerry Lutz
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In an interview with Kerry Lutz, financial expert Dennis Tubbergen discussed the current state of the economy. Tubbergen believes that the economy is artificially inflated due to government spending and that without this spending, the US would be in a severe recession. He also suggested that the current economic situation is akin to a Ponzi scheme,…
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"Picking a Fight" is not something our parents told us was a good thing to do. Perhaps we need to rethink this advice. Retirement might be the perfect time to look around and pick a fight with some bully.By Del Lowery
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5 Misconceptions About Filing for Social Security That Could Cost You a Fortune
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You may not realize it …But filing for social security could be one of the most important financial decisions in your life.Because the difference between your best and worst case scenarios…Could literally be hundreds of thousands of dollars in lifetime income.Learn 5 common misconceptions about filing for social security…that could cost you a fortu…
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Taxes are a pain. They are a thorn in our side. Paying taxes does mean that you made money (maybe - phantom gains in Mutual Funds??), so it has been called a “good problem to have”, but it is still a problem. However, NOT planning ahead for taxes and NOT understanding fully how taxes work in retirement, can make that pain much more significant. At …
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NervousBy pnd1936
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Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
1:16:57
1:16:57
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Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin c…
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It's no secret that healthcare planning changes in retirement. In this episode we discuss planning a for Medicare, long term care and variety of related topics. 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 visit ScheduleSomeTime.…
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Solving the Two Biggest Retirement Problems, Ep #242
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The #1 issue most people face when it comes to retirement is running out of money. Secondly, most people want to live the best retirement that they can. If there’s anything left, they’ll gladly give it to their children—but it doesn't need to be millions of dollars. Too many people are dying with too much money and never got to live out the retirem…
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427: Leveraging Your Experiences During Life Transitions to Build a Better Future
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Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's article comes from iflow Psychology titled, Navigating Life Transiti…
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Illinois Single Vendor 403(b) Legislation; Scott Banned (again); & More (#313)
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Grab bag of topics: Illinois single vendor 403(b) legislation (AB 2568); Scott banned (again); IPX transitioning to Aspire; LAUSD adds Vanguard and the 403bwise Facebook Group is very close to hitting a milestone. Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise…
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Maximize Your Returns: A Deep Dive into Self-Storage Real Estate Investing
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Dive deep into the profitable niche of self-storage investing with host Adam Schroeder and guest Tom Dunkel, Chief Investment Officer of Belrose Storage Group, in this enlightening episode of the Rent to Retirement Podcast. Tom unfolds his remarkable journey from a corporate career to dominating the self-storage market, sharing invaluable lessons f…
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In movies, there are all-time classic villains like Darth Vader or the Wicked Witch of the West. When it comes to the financial world, what kind of villains should you look out for? Just like some of these cinematic villains, some of these financial elements may have a bit of nuance and history that can make it hard to label them all good or all ba…
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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
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Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. 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 know when someone has "enough" to retire, what consumers often overlook in retirement p…
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To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement
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In today's podcast episode, I want to explore how to evaluate if it makes sense to sell a rental property. Many people we have served over the years own rental properties and rental properties can be a great tool for retirement because they generate predictable inflation-adjusted income. However rental properties can have their drawbacks as well. I…
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How to Avoid Getting Caught Up in Financial Fraud
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If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making the rounds. Especially as we head into tax season, it's important that folks remember the IRS, the Centers for Medicare and Medicaid Services, and the …
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In today's chat Martin speaks with John Pidgeon from this is property about the ins and outs of owning and selling property as you approach retirement and during retirement. Learn more about John's buyer's agent service here: https://www.envisageproperty.com.au If you’d like to chat with someone about your personal situation, reach out to our team …
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"I'm transitioning to retirement in the next few years. What are the most important things to think about?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on Yo…
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Luck of the Investor - Making Your Own Luck on St. Patrick's Day
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Unlock the secrets to making your own investment luck this St. Patrick’s Day with Miguel Gonzalez, Certified Retirement Counselor! Join us as we explore the impact of luck on investment returns and discover practical steps to enhance your financial success. Cortburg Speaks Retirement - episode #179: Luck of the Investor: Making Your Own Luck on St.…
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What is True Retirement Planning? With Christine Benz
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Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to focus on retirement planning in a holistic way rather than from solely a financial perspective. Morningstar’s Christine Benz joins me today on this e…
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Kevin Brucher discusses important considerations before retiring early.
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Kevin Brucher discusses important considerations before retiring early. He emphasizes the importance of achieving debt-free status and finding honest mechanics to avoid unnecessary expenses. Kevin also highlights the need to understand risk tolerance and diversify investment portfolios. He cautions against early withdrawals from retirement accounts…
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Episode 116: Costs and Prevalence of Long-Term Care Planning (Part 2)
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In this episode, Wade and Alex discuss the costs and prevalence of long-term care. They explore the probabilities of needing long-term care and the average lengths of care for men and women. They also differentiate between any long-term care needs and paid long-term care needs. The conversation provides insights into the importance of planning for …
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Maybe you have heard of retirement "gap years" or maybe it's a new concept to you, but how to plan for your retirement gap years is a common question for retirees. The value of these years is that they are likely going to be the lowest tax years for the rest of your life. This means you could have an opportunity to take advantage of those lower tax…
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Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
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A listener says, “Eventually, one spouse will pass before the other, which will often catapult the survivor into a significantly higher tax bracket. Shouldn’t a Roth strategy take this into account?” James explores several factors that could positively and negatively impact a survivor’s tax liability and what to consider when creating a Roth conver…
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187: The Retirement Café Podcast – My Care Hub: Revolutionising Care Planning and Support
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I’m delighted to welcome back Jacqueline Berry, a regular guest celebrated for her passion for making the UK's care system easier to navigate. Jacqueline is the founding director of My Care Consultant, a market-leader in helping people navigate the care system, and she is a fountain of knowledge in all things care related. in episode 40 she explain…
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Leveraging your experiences in retirement will be one of the greatest honors and responsibilities you will have. Whether you believe it or not, you have a host of life experience that can be translated into value for the world. In this podcast, Jerrid Sebesta will give you ways to better understand your experiences and turn them into wisdom. See om…
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I am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I put it to work? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener d…
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Retirement Planning Is Harder Than It Used To Be
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Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. Visit us online: https://blackoaka…
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Roth Conversions and the 5-Year Rule (Explained!)
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Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule. 👉 Click here to join the newsletter! *** TODAY'S EPISODE: The "Trump-era tax cuts" are set to expire in 2026. In other…
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312: John Ouellet - Bibliomania Book Bandit, Stephen Blumberg
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Retired agent John Ouellet reviews his investigation of Stephen Blumberg, the most prolific book thief in the history of the United States. His investigation led John to Blumberg’s three-story, 17-room mansion in Ottumwa, Iowa, packed with antiques and 23,000 rare books and manuscripts stolen from libraries and universities in 45 states and Canada.…
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Saugatuck/Douglas, Michigan With Kevin Putnam
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Kevin grew up in the Detroit area. He attended college at Wayne State University and acquired his Bachelor’s Degree in Business Management and Entrepreneurship. He started working with McDonald’s Restaurants as a franchisee in 1988 as an hourly crew person and worked his up to Director of Operations and Managing Partner. He has a great life partner…
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In this episode I discuss how to get started with investing. How to choose the right platform such as fidelity, vanguard, schwab and etrade as well as what type of account to open. Individual (brokerage) account or IRA (traditional vs. roth). Also, I provide a basic overview on how to choose investments including calling us at Touchstone Financial …
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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Episode 444: On a daily basis, markets are driven primarily by fear & greed. Ignore the economic gaslighting and focus on sound fundamentals. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————By John Pugliano
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People seem to be obsessed with retirement. The ultimate goal for most seems to be to retire as soon as possible, even though most people are not financially prepared for it. My question here is why retire at all? Why retire just because someone tells you it's time? In this episode I discuss why you should not retire and how you can do instead. If …
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The Good ‘Ole Days of Retirement Planning
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There were a lot of things that were different back then, for maybe past generations, than they are for people retiring today. So we're going to talk about how things are different now than they used to be. Gone are the days when retirees could rely solely on pensions and Social Security. Today, proactive planning is crucial for a sustainable finan…
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In 10 years will you be able to rely on social security to be there for you? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if social security is going to pay out benefits in the future and a six part plan on how to fix social security. If you enjoyed this episode, make sure to check out our latest podcast on 2024 Sto…
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