))
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
An award-winning black-female-led football podcast bringing you all things football. Covering the Premier League, Women's Super League, Champions League and much more! Tune into our episodes and join the conversation on Twitter using the hashtag #GDPod Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
…
continue reading
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 ...
…
continue reading
Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near reti ...
…
continue reading
We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!
…
continue reading
1
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
…
continue reading
Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
…
continue reading
’Retired, Now What?’ is the podcast designed to answer the question that lingers in the minds of retirees. Join me, Michael Kiffmeyer, as I explore the opportunities and challenges that come with retirement. This podcast is your companion in repurposing knowledge, embracing mastery, and navigating the ’now what’ phase to live a purpose-driven life in retirement.
…
continue reading
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.
…
continue reading
Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
…
continue reading
Money Unleashed with Chris Hoffman is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris is a wealth management and retirement planning expert with over 20 years of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. On each episode of Money Unleashed, Chris covers a wide range of financial topics. Whether you're just starting out on your financial journey or you're lookin ...
…
continue reading
If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
…
continue reading
…
continue reading
rich & REGULAR is the podcast for people who want to take charge of their money, pay off their debt, build their wealth, and live their best lives without being obsessed with money. Every week, Kiersten and Julien Saunders show you how money intersects with everything else in your life and teach you how to use it to your advantage. They share their insights and tips on how to make, save, and invest money in creative and unconventional ways. They also help you understand the big changes that ...
…
continue reading
1
The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine
On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivationa ...
…
continue reading
Looking to make sense of your dollars? Newstalk ZB’s Smart Money delves into the deep, dark recesses of unwanted debt, traverses the highs and lows of investments and helps to ensure you money works for you. Our industry experts give us their top tips on a wide selection of topics including mortgage rates, stock, savings, goal-setting and retirement.
…
continue reading
For more than 30 years, Lewis Financial Management, LLC, has been providing clients with Comprehensive Financial Planning. They pride themselves on being far more than just "money managers," believing in TOTAL financial planning and helping clients along the path to achieving their goals. Tune into Money Matters with the Lewis Family, and listen as Doug, Linda and Deborah Lewis answer your tax, investment, retirement, cash-flow and estate questions.
…
continue reading
Welcome to Uncommon Cents, your go-to podcast for financial education and retirement planning. Hosted by Erik Bowman of Bowman Financial Strategies in Englewood, Colorado, this series offers clear explanations, honest advice, and expert guidance to help you navigate the complexities of financial planning. Tune in for the latest commentary on investment, retirement, and insurance topics and trends. Discover the 80/20 Retirement Formula, focusing on three key areas: Clear Explanations, Honest ...
…
continue reading
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.
…
continue reading
Welcome to the IDEAL Investor Show. This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they dis ...
…
continue reading
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
…
continue reading
We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
…
continue reading
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 ...
…
continue reading
Looking for a book club but don't have time to squeeze real-life meetings into your schedule? Join Book Squad Goals, a bi-weekly podcast about—you guessed it—books, plus all the garbage pop culture we consume when we’re not reading (that’s what our “othersodes” are for!). While you’re paying attention, check out our website & blog at booksquadgoals.com, where we have weekly posts about books, pop culture, and probably our pets. We love our pets.
…
continue reading
Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
…
continue reading
The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.
…
continue reading
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 ...
…
continue reading
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast/
…
continue reading
Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
…
continue reading
Join Kevin Sonney and his Wombat Test Subject Ursula Vernon for discussions of personal productivity, systems for getting stuff done, and ways to keep yourself on track to meeting your goals.
…
continue reading
Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
…
continue reading
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.
…
continue reading
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
…
continue reading
The goal of this podcast is to guide and empower you on your journey toward financial independence.
…
continue reading
1
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
…
continue reading
Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
…
continue reading
1
Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals.
36:35
36:35
Play later
Play later
Lists
Like
Liked
36:35
Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim So…
…
continue reading
1
Setting Goals for a Fulfilling Retirement | Ep. 6
19:36
19:36
Play later
Play later
Lists
Like
Liked
19:36
In this episode of "You've Retired, Now What?", Michael Kiffmeyer explains how to set and achieve goals in retirement to stay active and fulfilled. He covers different types of goals, the SMART goal-setting method, and shares success stories. Michael encourages listeners to join a free challenge to find purpose in their new life phase. Welcome to '…
…
continue reading
Mike Riedmiller explains the importance of financial security in retirement and the freedom it provides. He also explains different goals and choices people have in retirement, such as traveling, volunteering, and spoiling grandchildren and how to put a retirement plan together to support specific goals. To schedule your complimentary portfolio rev…
…
continue reading
1
BSG #95: Credit Card Tingling / A Magical Girl Retires
51:14
51:14
Play later
Play later
Lists
Like
Liked
51:14
Is your credit card tingling? That’s because this week we’re talking about A Magical Girl Retires by Park Seolyeon. Join the squad for a discussion about the magical rules of this book, climate change as a villain, magical girl romance hopes, and how the book pushes against magical girl type. Then we get into some listener feedback about Come and G…
…
continue reading
1
EURO 2024 Edition: Retirement Home Kyle Walker
1:03:54
1:03:54
Play later
Play later
Lists
Like
Liked
1:03:54
Following England’s win against Switzerland, the ladies applaud Bukayo Saka’s composure and standout performance, players that need to reevaluate their place in the starting 11 and discussed the other quarter-final games, alongside a semi-finals preview. Hosted on Acast. See acast.com/privacy for more information.…
…
continue reading
1
Aligning Your Beliefs with Your Financial Goals
12:19
12:19
Play later
Play later
Lists
Like
Liked
12:19
Have you ever wondered how your beliefs shape your financial decisions? In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, explains the philosophy of Biblical Responsible Investing and its impact on financial decision-making. Drawing on personal convictions and Biblical principles, Darryl explores th…
…
continue reading
Financial planning call-in show answering your personal financial planning questions with the Lewis family.
…
continue reading
How do we determine truth from fiction? We still have some people among us who are "Flat-Earthers". When it comes to politics, well, we have people telling us everything. Who are you supposed to believe?By Del Lowery
…
continue reading
1
Episode 355: Slapping Down Sensationalism, Macro-Economic Environments And Correlation Principles, And Portfolio Reviews As Of July 28, 2024
40:37
40:37
Play later
Play later
Lists
Like
Liked
40:37
In this episode we answer questions from Nonamed, Ronald, and Jose. We discuss how sensational financial media works and why you should ignore it, being thankful for our listeners and how correlations work and relate to macro-economic environments in the context of the Holy Grail principle. And we discuss our charitable match outreach for the Fathe…
…
continue reading
This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
…
continue reading
1
Max Whitehead: Same pay, same title, more responsibilities
39:42
39:42
Play later
Play later
Lists
Like
Liked
39:42
What do you do when your work responsibilities keep increasing, but your pay and title don't reflect it? Employment expert Max Whitehead joins Tim Beveridge on The Weekend Collective to discuss what you should do. LISTEN ABOVE See omnystudio.com/listener for privacy information.By Newstalk ZB
…
continue reading
Retirement looming? Don't panic! This episode breaks down essential steps to plan and achieve your dream retirement. From calculating your savings goal to optimizing investment strategies and exploring retirement lifestyle options, we've got you covered. Tune in and take control of your financial future.…
…
continue reading
Financial planning call-in show answering your personal financial planning questions with the Lewis family.
…
continue reading
🌟 Planning for retirement? 🌟 Discover key drawdown strategies to manage your savings effectively. Learn the basics and tips to help you navigate your retirement years. Watch now for insights! 💸📈 To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerston…
…
continue reading
The political landscape has been turbulent lately, accompanied by mixed signals on the economic front. As a result, investor sentiment has been highly volatile, with rapid shifts between aggressive buying and selling. In this episode, Karl Eggerss offers insights on navigating such uncertain times in the market. Topics discussed on this podcast: El…
…
continue reading
This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
…
continue reading
1
Using ETFs for passive income (step by step, with ETF examples)
40:22
40:22
Play later
Play later
Lists
Like
Liked
40:22
OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast. Topics covered in this market update Cameron's first (and most recent) investment LICs versus ETFs How ETFs actually produce income Risk levels of ETFs ET…
…
continue reading
In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning. He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation. Fred also explores different strategies for generating in…
…
continue reading
1
Episode 311 - Aren't you glad you are not in...
6:06
6:06
Play later
Play later
Lists
Like
Liked
6:06
Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We…
…
continue reading
1
Are Boomers Hoarding Wealth? (How to Do It Right)
31:19
31:19
Play later
Play later
Lists
Like
Liked
31:19
It’s no surprise that the media is manipulative - with politics, finances, and more. They want to grab your attention and get a click. We watched a perfect example of that play out recently. 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 Su…
…
continue reading
1
450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits
29:18
29:18
Play later
Play later
Lists
Like
Liked
29:18
If you ever find yourself experiencing feelings of anxiety, chaos, or find yourself in a general state of feeling unsettled, it’s time to elevate your inner peace. When you’re at peace, you can live a happier life more aligned with your purpose, vision, and values. In this episode, we discuss: How internal and external realities impact your peace T…
…
continue reading
Even in election years, the question remains, do elections have a big impact on your money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pr…
…
continue reading
Hi folks! Due to travel and all that sort of thing, we don't have an interview, but we DO have your letters! Before we get to those, though, we talk about news and productivity impact, Ursula's new manuscript, and where we'll be in August! Links for this Episode: Charity Spotlight: Bat Conservation International WorldCon 2024 Bubonicon Kevin's New …
…
continue reading
1
Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio
55:26
55:26
Play later
Play later
Lists
Like
Liked
55:26
In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help people in their 70s and 80s stay strong and recover from falls. They discuss the benefits of programs such as Sil…
…
continue reading
1
Episode 310 - Does deportation affect the future of real estate?
9:47
9:47
Play later
Play later
Lists
Like
Liked
9:47
Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We…
…
continue reading
1
Episode 354: Managed Futures, Property & Casualty Insurance, Gambling By The Brazos And Portfolio Visualizer
42:27
42:27
Play later
Play later
Lists
Like
Liked
42:27
In this episode we answer emails from Steve, Grant, and Alexi (a/k/a "the Dude"). We discuss investing in managed futures and property and casualty insurance companies, rebalancing mechanisms and fitting those into a portfolio, Grant's various gambling problems with leveraged funds and assorted Metaverse doom-scrolling, and the recent annoying chan…
…
continue reading
Somebody is trying to convince me to use a large chunk of my retirement savings on an annuity. Does this make sense? 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 listene…
…
continue reading
Many in retirement like to keep a decent chunk of change in their checking & savings accounts at the bank. Others like to have physical cash on hand. How much is too much or too little? Is there a proper amount to keep handy for financial emergencies in retirement?By Dan Wendol
…
continue reading
1
S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?
18:08
18:08
Play later
Play later
Lists
Like
Liked
18:08
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should leave your IRA to charity at your death. On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. T…
…
continue reading
With a goal of buying a vacation home in the near future, are we saving too much for retirement? 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/privacy#do-not-se…
…
continue reading
1
1041-Financial Goals You Should Set (5): Get As Much of the Highest-Quality Education You Possibly Can, As Soon As You Can
53:52
53:52
Play later
Play later
Lists
Like
Liked
53:52
Goal 5: Get as much of the highest quality education you possibly can, as soon as you can.
…
continue reading
1
How to Catch Up for Retirement When You're Older
25:18
25:18
Play later
Play later
Lists
Like
Liked
25:18
We got a good question from Humphrey Yang: "H
…
continue reading
1
Othersode #95: Punching Across / Bottoms with Susie Dumond
1:30:39
1:30:39
Play later
Play later
Lists
Like
Liked
1:30:39
Pick your astrological enemy because it’s time to fight them in this high school gymnasium! JK, but we are discussing Bottoms (2023) with special guest Susie Dumond! After talking about the film, we chat with Susie about her new novel, Looking for a Sign. She gives us some great insights into her process, and we get to talk about astrology and dati…
…
continue reading
1
How to use Behavioral Finance to create an investing strategy | $1 Billion Managed Assets
34:00
34:00
Play later
Play later
Lists
Like
Liked
34:00
Why listen to our interview with Jonathan Blau: He is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financial decisions und…
…
continue reading
1
Defending Faith: The Work of Alliance Defending Freedom (ADF)
15:26
15:26
Play later
Play later
Lists
Like
Liked
15:26
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the significant work of Alliance Defending Freedom (ADF) in safeguarding religious freedoms across various spheres. Highlighting notable cases and personal stories, Darryl illustrates the challenges and triumphs of defending deeply held co…
…
continue reading
Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option? 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. …
…
continue reading
1
Pete's Powerhouse Portfolio (Buy Right Approach Part 2)
34:17
34:17
Play later
Play later
Lists
Like
Liked
34:17
In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen. Topics covered: Why most people lost money in property How to build a powerhouse portfolio Pete & Cate's 4-part plan to remove emotions IQ versus IQ v…
…
continue reading
1
Preaching Prosperity: How One Minister Mastered the Infinite Banking Concept
35:50
35:50
Play later
Play later
Lists
Like
Liked
35:50
Episode 26 with Nate Dean “But even when we are paying cash, we are giving up the interest that that money could have earned if it would have been in a better environment. So even when we're saving up to pay cash, we're losing out on the opportunity costs on those dollars. The other side of that is we're always making payments to someone. We're mak…
…
continue reading
1
Episode 136: Personal Values Investing - Understanding and Using ESG Investments in Your Portfolio
44:33
44:33
Play later
Play later
Lists
Like
Liked
44:33
In this conversation, Bob French and Rob Cordeau discuss ESG (Environmental, Social, and Governance) investing and its growing popularity. They explore the different ways investors can align their portfolios with their personal values and beliefs. They also address common misconceptions about ESG investing, such as it being solely for liberal inves…
…
continue reading
1
Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios.
14:56
14:56
Play later
Play later
Lists
Like
Liked
14:56
Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios. He explains how the stress test analyzes individual assets and asset classes to identify potential areas of vulnerability. Chris also highlights the value of understanding the maximum drawdow…
…
continue reading
1
Episode 308 - What is FAIR affordable housing
9:57
9:57
Play later
Play later
Lists
Like
Liked
9:57
Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We…
…
continue reading
1
Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement
21:51
21:51
Play later
Play later
Lists
Like
Liked
21:51
Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in assets in various types of accounts, is concerned about the high tax bracket she anticipates she be in in retirement. Is there a tax strategy that would put her in a lower tax bracket? James explores some often-overlooked tax strategies that can sav…
…
continue reading
1
When to Seek Professional Help in Retirement Planning
7:21
7:21
Play later
Play later
Lists
Like
Liked
7:21
Gary Alden breaks down why compatibility with a financial advisor is essential. He goes on to explain how accumulation and distribution phases require different strategies. To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience…
…
continue reading
Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practi…
…
continue reading
I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it? 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/pri…
…
continue reading
1
Ep 172: Not just a diagnosis | A real talk about ADHD, money, and relationships
1:20:10
1:20:10
Play later
Play later
Lists
Like
Liked
1:20:10
"I was so sad that this might be the case, that I might have ADHD." This week we're peeling back the layers of Kiersten’s late diagnosis of ADHD. This episode is unlike any other as we get personal about Kiersten's diagnosis, the societal pressures that shaped her understanding of it, and the impact it has on her relationship with Julien and with m…
…
continue reading
1
Budgeting vs. Cash Flow Management: What’s the Difference?
30:55
30:55
Play later
Play later
Lists
Like
Liked
30:55
"
…
continue reading
