show episodes
 
Join Pat the Shuffler and Dave from Strong Money Australia as they discuss how to reach Financial Independence and Retire Early (FIRE) in Australia. Learn to build a strong financial base of high savings and robust investments, so you can create your best life, and enjoy a happy early retirement.
 
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. ...
 
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.
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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.
 
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.
 
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
 
You can afford anything, but not everything. We make daily decisions and create habits around how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Are we creating financial independence, early retirement and debt freedom? Are we managing money wisely? Host Paula Pant i ...
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
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.
 
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 ...
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
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 ...
 
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.
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
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 ...
 
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.
 
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 ...
 
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.
 
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.
 
Take control of your life and money once and for all. The Ramsey Show offers up straight talk from Dave Ramsey and his team of co-hosts. Millions listen in as callers from all walks of life learn how to get out of debt and start building for the future. Check out one of Apple’s most popular podcasts! For more information, visit www.ramseysolutions.com
 
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show series
 
Debt, Retirement, Taxes, Savings, Home Buying As heard on this episode: SimpliSafe: https://bit.ly/37NBd9g Churchill Mortgage: https://bit.ly/2JcfkGy Sign up for a FREE trial of Ramsey+ TODAY: https://bit.ly/3rZTUAx Tools to get you started: Debt Calculator: https://bit.ly/2Q64HME Insurance Coverage Checkup: https://bit.ly/3sXwUn5 Complete Guide to…
 
#344: Russell’s job offers the option to contribute to a 457 plan. Since he’s in the highest tax bracket, should he take advantage of the tax deferral offered through the 457 or invest within a taxable brokerage account? Anonymous is on track to be financially independent in 14 years, but isn’t living up to her potential working a boring job. How c…
 
Today I'm talking about preferred stocks. Why? One of our listeners, Gene, was recently concerned about the low yields he was getting on bonds & cash. And he was wondering if preferred stocks would be an appropriate alternative. In addition to answered Gene's great question, I'm also breaking down: What preferred stocks are Why you might invest in …
 
With a lot of money in tax-deferred accounts, how concerned should you be about doing Roth conversions as you head into retirement? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad …
 
Can learning from your parents’ mistakes help you age gracefully? In his 50s Steven Petrow began a list of things he was observing that he vowed never to do when he became old. Now in his 60s, he has a different appreciation of his observations. Listen in to a fascinating conversation as Steven shares his humor and insights on making smarter choice…
 
In this episode of Women's Retirement Radio, I'm joined by Ronnie Genser. Ronnie is the founder of Bereavement Navigators. Since 2012, Bereavement Navigators has assisted widows and widowers with the myriad of non-legal, non-financial advisory, and non-accounting/tax tasks they are faced with after the death of their loved one. Bereavement Navigato…
 
The end of the year is coming up right around the corner, and you know what that means: it’s time for end-of-the-year tax planning! However, this year’s tax planning may look a bit different with new tax legislation making its way down the congressional pipeline. Many wealthy individuals are nervous about what the current regime has in store for th…
 
The decumulation stage of retirement is different from all those years you spent accumulating your retirement savings. Video Recap: https://youtu.be/UyvHGltT1Z0 This is why you need to have a retirement plan in place to help guide you through this transition. Unfortunately, the same plan won’t work for everyone which is why it is important to under…
 
Protecting a lump sum is one thing but, protecting the income you depend on is another challenge altogether and another important aspect of a comprehensive retirement plan. Please always remember Ron Courser offers a free 1-hour complimentary review. Don’t delay the schedule today. Lots of great information on the show, so follow the link to check …
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about Affirm, how job shortages can affect the market, can Amazon double from here and more. MarathonMo…
 
On this episode, we begin a brand-new series doing case studies on retirees from specific backgrounds. After nearly twenty years of retirement planning experience helping thousands of people retire, we have noticed patterns regarding the way retirement affects someone based on the characteristics of their job, vacation or background. In this podcas…
 
403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability. Search the Database A-F Rating System Explained Meridian Wealth Management 403bwise.orgBy Dan Otter, PhD and Scott Dauenhauer, CFP®
 
This week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire. Then Coach Pete reveals five unexpected sources of retirement income that could make a big difference moving into your golden years. Coach Pete digs into his book Have You Been Talking to Financial…
 
The economy is recovering and inflation is on the rise. This week Kevin Brucher digs into what higher inflation could do to your retirement plan. He points out that we haven’t seen inflation this high in nearly 13 years. There’s a great analogy of what $60,000 saved for retirement today would be worth in twenty years. Then he shifts into ways to he…
 
This week's retirement reading is from Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . 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/244. Show Notes: RetireWithPurpose.com/244 Rate & Review the Podcast: RetireWithP…
 
If you are like most people, you probably know you should create an estate plan, but you haven't gotten around to it just yet. Before you do, make sure to learn the similarities and differences between a will and a trust so that you can be best prepared to create an Estate Plan that ensures your wishes are met when (not if) something happens to you…
 
On this week’s episode of The Secure Retirement Podcast, Ken Armstrong joins us. Ken is a lifetime learner who is passionate about seeking new horizons. Ken says, “I challenge my friends to seek new horizons every day whether retired or not… if we’re not seeking new horizons we’re standing in one place... not moving.” At 73, Ken is preparing to emb…
 
A few weeks ago Holly joined us on the podcast to discuss what happens when you die without a will in place. This week we welcome Holly back to discuss the rules of making gifts when you are acting in the role of an attorney under a Power of Attorney. Most people want to mitigate the inheritance tax their estate will pay, and this need becomes more…
 
With the TB Makeover quickly approaching, RRP Program Manager, Kristen Kovatch-Bentley, joins us to give us her tips on how to enjoy the Makeover, whether you're there in-person or virtually behind a screen. Our final RRP Spotlight Rider is Tiare Santisteven who shares her experience as the captain of her TB Makeover team. Leandra joins us from New…
 
We talk a lot about preparing for retirement. But what about those of us that don't want to retire, at least not yet? Today, we are going to discuss why people wait to retire and what impacts their decision. Some people really love their careers and they've worked hard to get to their current positions. But do you have a plan if things were to chan…
 
It can be tempting to procrastinate and to figure things out later. But putting certain things off in our finances can really affect our retirement plan. On today's episode, we are going to discuss 5 things that people either want to wait on or have questions about putting off. Writing a will, paying off debt, cashing in on Social Security, are all…
 
We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.comBy Barbara Lane and Phil Guske
 
Retired agent Julia Cowley served nearly 22 years in the FBI. Her first assignment was to the Boston Division, where she investigated white collar crime, public corruption, and civil rightsContinue reading The post 242: Julia Cowley – Golden State Killer, BAU Profiler appeared first on Jerri Williams.…
 
One reason we advise our clients not to overreact to election results is that the plans candidates propose on the campaign trail often look very different once they've worked through the U.S. lawmaking process. President Biden's agenda has struggled with that very reality in recent weeks. As Congress continues to debate and negotiate the Build Back…
 
In today's episode we dive deeper into Pat's plans to transition into semi-retirement. Hear the full story on how he's going to do it and what he's weighing up. We also discuss the trade-offs between working more and retiring sooner, common concerns and fears around leaving work. Whichever stage of the FI journey you're in, you'll get value from th…
 
It’s hard to believe, but we’ve seen it happen - retirement savings CAN become too much of a good thing. We suggest investing 20-25% of your gross income towards the future. Saving more to hit your retirement goals can be even better! So, how do you know when you’ve crossed the threshold from healthy “Financial Mutant” to “chronic over-saver?” Let’…
 
Your home provides shelter, right? Homeowners' houses are also investments—just like stocks and bonds. Unlike living in an apartment, you can bequeath your home to someone after you pass away. Houses—like any product or service—provide benefits. What are they? And can your home be a source of income in retirement? Listen to this episode of Best in …
 
The 62nd NewRetirement podcast. This time, Steve Chen is joined by guest Mike Piper — CPA, author, and creator of the Open Social Security and the Oblivious Investor websites — and discusses Social Security planning, Roth conversions, and retirement account distributions. Try out the NewRetirement Planner for free: https://www.newretirement.com/pla…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 37 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
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