show episodes
 
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.
 
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. ...
 
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 ...
 
Saving, spending, planning — you've got money questions and we've got answers. Every week host Alison Southwick and personal finance expert Robert Brokamp challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves. Send your questions to answers@fool.com.
 
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.daveramsey.com.
 
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/
 
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.
 
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.
 
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 ...
 
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 ...
 
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 ...
 
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.
 
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!
 
Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
 
Market Wrap with Moe Ansari is a daily program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about Marketwrap and Moe Ansari on the web at www.MarketWrapWithMoe.com
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
“The Chris Hogan Show" provides sound answers to your money questions. Featuring Chris Hogan, America’s trusted voice on retirement, investing and building wealth, this show educates, encourages and empowers listeners of all ages to create a solid plan for their money and to work toward becoming everyday millionaires. We want to talk to YOU! Call us with your success stories or questions about money. Leave us a voicemail at 844.283.9383 or email us at ask@chrishogan360.com
 
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
 
Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the rang ...
 
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.
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
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show series
 
Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists. Blog: Too Many 403(b) Vendors Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It. In Praise of 403bcompare.com The Paradox of Choice 403bwise Events Meridian Wealth Management 403bwise.orgBy Daniel Otter, PhD and Scott Dauenhauer, CFP®
 
If we take a look at the financial landscape right now, we see a thriving real estate market, a low interest rate environment, and a stock market that is continuing to rise. Though the pandemic caused major disruption in March of last year, the economy seems to be recovering well, which is an important thought to keep in mind if you plan on retirin…
 
In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up. Read more and get additional resources here: https://wp.me/paeENs-aT Part 1 on Powers of Attorney: https://wp.me/paeENs-aB Part 2 o…
 
Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose the habits you want to build and learn how to actually build these habits and set yourself up for success. Learning about health and nutrition is one thing, but taking action is something else entirely…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 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…
 
Every year, Medicare beneficiaries have the choice of 2 paths, and they can only pick one. Hans and Robby go over both paths, as well as the pros and cons. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing …
 
Join David and Karen Bezar, Bret Elam and Joe Krause for an hour filled Radio Show with educational Information about Your Retirement! Go to thrivefinancialservices.com after the show and register for one of the upcoming virtual workshops! Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content pr…
 
This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth. Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next bi…
 
Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of how much C…
 
Debt, Taxes, Insurance, Investing, Savings As heard on this episode: ButcherBox: https://bit.ly/2JdWlez Honey: https://bit.ly/2If8CPL Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: http…
 
Debt, Savings, Home Buying As heard on this episode: SimpliSafe: https://bit.ly/37NBd9g Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check out more Ramsey Netwo…
 
Debt, Savings, Investing, Retirement As heard on this episode: Zander Insurance: https://bit.ly/2Xbn7hD Time Share Exit Team: https://bit.ly/2XgMVsI Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to …
 
What can you expect when working with us? Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management! To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision into a financial plan and investment strategy that w…
 
It's Friday! Today we cover: 2:08 - Should I take out a HELOC on my house to invest in stocks? 20:48 - Can I save money on my taxes by starting a dental tourism company? 25:15 - Is the career of a CFP a good career? 39:20 - Should I sell my $600,000 crypto portfolio? 59:28 - How can I find new and interesting ideas for my life? 1:09:28 - How can I …
 
Can the weather teach us anything about retirement planning? Are there similarities or correlations that can be drawn between weather and financial events? This week we explore these questions and discuss different ways to understand some otherwise difficult terms and concepts. . . . Want to talk with Glenn about your retirement plans? Give us a ca…
 
Is paying an advisor a one percent fee worth it? Unfortunately this isn't a yes or no answer. A variety of factors must first be considered. Have a money question? Email me here. 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 choices. Visit podcastc…
 
The average 30-year fixed mortgage rate has been steadily rising after hitting a record low last year. Reporter Orla McCaffrey explains the economic implications, as well as the impact on home buyers and sellers. J.R. Whalen hosts. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The Wall Street Journal
 
“When you know your ‘why’ for your future goals, you get more determined to reach them.” — Chris Hogan Start Your FREE Trial of Ramsey+: http://bit.ly/2Rfsnh3 The Chris Hogan Show Is Also Available on YouTube: https://goo.gl/mbsoJ7 Other Resources in This Episode: + Read the Article: https://bit.ly/2LRDT0E + Use the R:IQ: https://goo.gl/t58SyJ + Ge…
 
Debt, Career, Retirement, Taxes, Savings As heard on this episode: Zander Insurance: https://bit.ly/2Xbn7hD Burst Oral Care: https://bit.ly/3lCENep Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to B…
 
Debt, Savings, Relationships, Taxes As heard on this episode: Churchill Mortgage: https://bit.ly/2JcfkGy Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check out …
 
Debt, Relationships, Investing As heard on this episode: Tuft & Needle: https://bit.ly/2JgMogF Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check out more Ramse…
 
Do you avoid money, or do you worship it? The way you approach finances and retirement can be telling. Money avoidance If you prefer to avoid money conversations, decisions or planning, it’s best to recognize that you feel that way and try to work around it, through it or with it instead of trying to battle it. The issues tend to reside in the back…
 
Do you know the difference between large cap and small cap funds? What are basis points? This episode will discuss various financial jargon to help translate what these really mean. Read more and get additional financial resources here: http://petersonfg.com/translating-financial-jargon/ What we discuss on this episode: 0:47 - Sometimes financial j…
 
I'm all for snatching up a good real estate deal if presented with the opportunity, but not if it means twisting and turning like a pretzel to make it happen. Have a money question? Email me here. 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 choic…
 
After some Texas residents received surprisingly high utility bills due to this month's extreme cold, the role of deregulation in the energy sector is drawing scrutiny. More competition among private companies was meant to lead to lower prices for consumers. Investigative reporter Scott Patterson joins host J.R. Whalen to explain why that hasn't ha…
 
Get great investment coaches from pilot fish to lead away from the sharks. Many newly retired folk think it's smart to do their own investing. However, DIY Investing can easily become overwhelming. How do you separate what's hype and what is not with investment advice? Ann Babiarz shares her latest project, PilotFish Traders Toolbox.…
 
Debt, Savings, Retirement, Career, Taxes As heard on this episode: Churchill Mortgage: https://bit.ly/2JcfkGy Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check…
 
Debt, Career, Business, Investing As heard on this episode: Honey: https://bit.ly/2If8CPL Zander Insurance: https://bit.ly/2Xbn7hD Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https:/…
 
Debt, Career, Relationships, Home Buying, Investing As heard on this episode: Zip Recruiter: https://bit.ly/2JenOB7 Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 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…
 
On today's episode we will continue discussing Social Security, and specifically cover Social Security and Taxes. If you'd like to learn more about Social Security, go to FreeRetirementBooks.com where you can get a copy of all three of my books: 10 Steps To Getting What You Deserve: A Guide To Your Social Security and Medicare Decisions. 65 Questio…
 
So you want to rollover your unwanted RMD (required minimum distribution) into an IRA? Not so fast! It’s not 2020 anymore (thank God!) when no one had to take an RMD, and that ONE-TIME exception allowed by the CARES Act no longer applies. The rules for 2021 say that you cannot, we repeat, CANNOT roll over your RMD into an IRA or any other retiremen…
 
In this week’s episode, Miguel Gonzalez reviews at what point you can call your personal vehicle a commercial one. For small business owners, the line between the personal and their business can be a bit hazy at times. This video will help clarify a few aspects to consider.By Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
 
#302: Did you know that optimists worry about their finances 145 fewer days than pessimists? They’re also more likely to save money, and are 7x as likely to experience better financial health. Michelle Gielan, bestselling author of Broadcasting Happiness, defines optimism “as the expectation of good things to happen and the belief that our behavior…
 
$1,400 checks, tax credits and suspended evictions, I joined CBS This Morning to explain some of the key proposed benefits in the latest stimulus package. Have a money question? Email me here. 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 choices. …
 
A growing number of people are choosing to pursue a business degree after many years in the workforce. Host J.R. Whalen discusses the trend with reporter Patrick Thomas. Plus, one such MBA graduate discusses how he got his degree after working in startups. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
“We can’t wait for a magic genie to show up. We have to make daily decisions to move forward.” — Chris Hogan Start Your FREE Trial of Ramsey+: http://bit.ly/2Rfsnh3 The Chris Hogan Show Is Also Available on YouTube: https://goo.gl/mbsoJ7 Other Resources in This Episode: + Read the Article: https://cnb.cx/3ajfpH8 + Get the Tax Prep Checklist: https:…
 
Jim and Chris welcome estate planning attorney, Peter Scott back to the show to discuss charitable remainder trusts (CRTs) and how they can be used as a substitute for the previously eliminated “stretch IRA”. The post Charitable Remainder Trusts (CRTs): EDU #2108 appeared first on The Retirement and IRA Show.…
 
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