show episodes
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern retiree, often joined by the top experts in the retirement planning industry. Do you enjoy Dave Ramsey and Freakonomics? Check out Retirement Starts Today Podcast. Ask Benjamin a question here: https://retirementstartstodayradio.com/ask-a-question/
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
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 ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® 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 manage ...
 
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.
 
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.
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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 ...
 
Jerri Williams is a retired FBI agent and author on a mission to show the public who the FBI is and what the FBI does by conducting interviews with retired FBI agents about their most intriguing and high-profiled cases, reviewing how the FBI is portrayed in books, TV, and movies, and recommending crime fiction and dramas. Photos and links to articles about the cases and topics discussed can be found at www.jerriwilliams.com.
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
The NZ Everyday Investor! A podcast designed just for you. Let's be honest, not everyone enjoys learning about all things money, but it's kind of important we think. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
 
Loading …
show series
 
Jim and Chris discuss comments relating to Social Security while answering questions about IRAs and taxes. (Intro) Two listeners; one from Pennsylvania and one from Texas reach out to Chris for clarity on a Social Security question asked on a previous Q&A regarding delayed retirement credits. (22:10) A returning listener who panicked when the stock…
 
This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/166 Show Notes: RetireWithPurpose.com/166 Rate & Re…
 
Scott discusses how to convert a Traditional IRA to a Roth IRA and how to do a Backdoor Roth Contribution. Dan talks about dentistry. How to Convert to a Roth IRA Convert IRA Roth Calculator How to Do a Backdoor Roth Conversion Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org…
 
It can feel scary going from working to retirement. Most people worry about how they will pay for their expenses. That's why on today's show we discuss a few ideas for reducing our lifestyle costs in retirement that gives you more flexibility with your money. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinareti…
 
To wrap up our early retirement series, we focus on taxes and retirement income today. Steve and Sean talk about some tax planning you should consider doing right now and the different ways you can receive income to fund your retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswea…
 
Do you have an annuity? Should you? How can you tell if it’s a good or bad idea? Let’s talk about this income-generating investment. Read more and get additional financial resources here: https://financialplanningva.com/is-an-annuity-right-for-you/ What we discuss on this show: 0:16 - Economists say one of the most underutilized tools are annuities…
 
Why does Eric do what he does? What’s his history and what are his passions? Find out on today’s episode of the podcast. Read more and get additional financial resources here: http://petersonfg.com/why-eric-loves-working-as-a-financial-advisor/ What we discuss on this show: 0:46 - Why does Eric do what he does? 1:19 - Who and what has shaped Eric’s…
 
On this episode of Your Retirement Elevated podcast with Scott Dougan, we explain why tax planning is so important, how the election could affect taxes and much more. Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans. Read more and get additional financial resources her…
 
In this episode Jason interviews Dan Jamison, CPA and author of the FERS guide about why the FERS survivor annuity election Is important. We also discuss how to know if you are ready to retire, what is the difference between a deferred vs postponed annuity, premium conversion for FEHB, what can a federal employee or annuitant expect when divorcing.…
 
A result of the infamous year 2020 is that companies are looking left and right for ways to cut costs. One way many companies are trimming the fat is by offering early retirement packages to their most experienced team members. There are many questions you should ask yourself if you have received the offer of an early retirement package. Listen in …
 
Today I’m tackling part 3 of our four-part series on investing in bonds. Specifically, I’m sharing why buying bonds and holding them to maturity might not be the best strategy. In fact, if interest rates go up and we maintain a normal yield environment, it’s possible that holding bonds to maturity will result in inferior returns. So if you want to …
 
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the …
 
Are you one of the many people still working from home due to the pandemic? What seemed like a phase that would last a few weeks has turned into a trend with no end in sight. While working from home creates exciting possibilities, especially for those considering retirement, it also has its downfalls. Many people have discovered that working from h…
 
Many financial decisions can be compared to playing chess, roulette or poker. Some use skill and some use luck, and we will explain why. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-15-are-we-playing-chess-roulette-or-poker/256/ What we discuss on this show: 1:51 – Trying to time the market 3:02 – D…
 
Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and ho…
 
On the last episode we talked about how college debt is ruining family’s ability to retire on- time. For parents, the debt is impacting their retirement savings and for their kids, they are often times drowning in debt before they even get started. Today we are going to talk about how you can make an informed, intentional decision when picking a co…
 
We all have some things we would have liked to differently in hindsight, especially as it relates to our finances. That might be especially true in 2020 as we all deal with difficult circumstances due to COVID-19. Here are some things we might hear about our planning decisions in hindsight. Read more and get additional financial resources here: htt…
 
Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror. Show Notes: Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/ Website: https://www.cardi…
 
Are you prepared for retirement? Answer these simple questions to see if you're on the right path. Australian retiree and volunteer, Stephen Petersen, talks about life after retiring from paid employment. Having lived and operated small businesses in Japan for a number of years Stephen is a supporter of why you should live in another country to see…
 
Retired agent Andrew Bringuel, II, served in the FBI for over 27 years on squads investigating intellectual property theft, industrial espionage, public corruption, white-collar crimes, terrorism, and foreign counterintelligence years. In this episode of FBI Retired Case File Review, Andy reviews his five-year-long Acmar Landfill case where evidenc…
 
In four of the last five presidential elections, the Democratic and Republican candidates were separated by just 5% of the popular vote. And, in two of those four elections, the winner of the popular vote lost the Electoral College. So, while there’s a lot of anxiety surrounding just how close next month’s election might be, it’s worth noting that …
 
If you’ve laid off an employee that you weren’t entirely satisfied with, are you legally obligated to bring them back to work? Today, Larry Heller is joined by Glenn J. Franklin, managing partner of Franklin, Gringer & Cohen, P.C., to answer employment-law questions, like the one above, which are particularly relevant during COVID-19. Glenn gives e…
 
On today's show, we talk with Christa Lafayette, CEO of Etalon Diagnostics, about equine DNA testing, and their research in diagnosing kissing spines in thoroughbreds. We interview our beloved Leandra Cooper from New Vocations on how she turned her love for horses into a career, as well as our Adoptable Horse of the Week. Stay tuned...…
 
Today’s episode came by request from several listeners, so thank you for that! The topic is retirement plan fees. My guest is Jim Scheinberg, Managing Partner of North Pier Search Consulting and North Pier Fiduciary Management. We started off with some basics on fees, then get into some of the tricker considerations such as how do you charge fees t…
 
Loading …

Quick Reference Guide

Copyright 2020 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login