show episodes
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
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.
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
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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.
 
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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 ...
 
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.
 
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
 
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.
 
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.
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
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Barenaked Money

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Barenaked Money

WLWP Wealth Planners/iA Private Wealth

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The naked truth about all things finance, from a Canadian perspective. This podcast is created and delivered by WLWP Wealth Planners | iA Private Wealth iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
 
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.
 
Your life changes drastically when you retire. You've spent 30, 40, 50, even 60 years of your life thinking about the day you no longer have to work. You've dreamt of the freedom that provides. The Retirement = Freedom podcast walks you through all the little things you need to understand in order to have the freedom in retirement that you deserve.
 
If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks is Atlanta's longest running, most respected money show on radio.
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
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 ...
 
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 ...
 
A top retirement podcast and longevity planning podcast. Dr. Dorian Mintzer, M.S.W., Ph.D., Board Certified Coach, and Certified Professional Retirement Coach guides you on how to revolutionize all aspects of your retirement transition. This podcast will teach you how to retire with joy and confidence, ready to live the fullest in the second half of your life. In this podcast, Dr. Mintzer interviews a wide variety of experts in various areas of retirement and longevity planning, spanning the ...
 
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iRetire4Him

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iRetire4Him

Bruce Bruinsma, Jim Brangenberg, www.RetirementReformation.org

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iRetire4Him is the Mouthpiece of The Retirement Reformation online at www.RetirementReformation.org. We help you make the journey from Retirement to Reformation so you can say, I retire 4 him.
 
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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.
 
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show series
 
The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors a…
 
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Get your Retirement Coach 360 session: Call: 4…
 
Part 1 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insurance How to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/ Replay of the original video - here Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement P…
 
Usually, the last part of a financial plan that folks want to talk about is their estate planning. People expect the conversation will be morbid, depressing, and depending on the family situation, maybe even a bit contentious. And while it's true that this can be an emotionally challenging process, I believe that there are ways to reframe how we th…
 
We'll explore why good isn't good enough when it comes to your personal retirement plan. You may be good at investing, but are you good enough to provide an income for the rest of your life no matter what happens in the market or the world? What can you do to ensure you are better than "good"? Don't you think it's time to ask the right questions an…
 
As we get closer and closer to retirement, we feel like our plan is solid, but we want to make sure there's nothing we're missing. 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. To learn more about listen…
 
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, RMDs, Social Security and retirement planning. (7:00) A Texan listener makes a comment about 1035 exchanges. (10:30) A listener from Seattle looks for quick clarification on a Roth conversion question. (14:50) George from New Jersey asks about how his wife should ha…
 
There are some aspects to retirement planning you really need to think about. At Decker Retirement Planning, we use an approach we call A Safer Retirement(TM). It's a strategy that looks at retirement income planning, investments, tax minimization, healthcare needs, legacy planning, and estate planning. We are not attorney's, but we are fiduciaries…
 
This podcast is dedicated to providing financial education to families and business owners so that they can save and invest and build wealth for today and future generations. This is last podcast of season one...16 episodes. It has indeed been a journey. Thank you to all those who have supported this podcast! In an effort to cool off the economy, o…
 
Kudos! You went through a retirement planning process or completed an online calculator and have the results. Now, what the heck do they mean exactly? Hear Kevin peel back the onion on understanding your retirement plan results. What are Monte Carlo simulations? What assumptions belie them? What shortcomings does this type of analysis have? How can…
 
If you don’t know where you’re going, any road will get you there. Sound retirement planning can provide you with a solid foundation for your next phase of life. David Rosenstrock, Certified Financial Planner, explains why you should have a formal financial plan as the cornerstone for your retirement planning – and common mistakes you can avoid. Da…
 
Let’s put retirement planning and preparation under the microscope. On today’s episode, we’re going to do a retirement planning pop quiz. Follow along and test your retirement planning skills and knowledge! At what age should you start saving for retirement? A. When you begin working B. After you buy your first home C. After you pay off all your de…
 
What should you be considering when trying to DIY your retirement plan? Eric talks through why many later decide working with a financial advisor is best. Key topics on this show: 0:47 - Retirement planning is not as easy as it looks. 2:59 - How do you approach the plan as a whole? 7:03 - How much time do you want to spend focusing on this? 10:10 -…
 
Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP® join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education. Read the Article: https://www.henssler.com/pieces-of-the-college-planning-puzzle…
 
Today I’m talking about the case for (and risk of!) deflation. Specifically, I'm covering: What deflation is How deflation impacts our economy Why it’s a risk we should be considering If you’re ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode. *** 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the e…
 
I would love to take $1,800 per month out of my IRA, but my stock broker says absolutely not, is he right? 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. To learn more about listener data and our privacy …
 
Episode Guest: Kerry Hannon, a leading authority and strategist on career transitions, entrepreneurship, and personal finance and retirement as well as a best-selling and award-winning author of 14 books Episode Description: When the coronavirus pandemic upended the US economy, many older workers lost their jobs and saw their retirement accounts ta…
 
With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
Dr. John Delony & George Kamel discuss: Selling a car to pay off debt, Owing the IRS $100k, What to do when you bought too much house, Dealing with a car scam, Feeling like you'll never be able to afford a house. Support Our Sponsor: Churchill Mortgage DreamCloud Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to …
 
Dr. John Delony & George Kamel discuss: What to do when you're upside down on your car, Dealing with financial infidelity in a marriage, Buying a house with a bad credit score, Cashing out stock to pay off debt. Support Our Sponsor: Zander Insurance Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to all The Ramsey…
 
Dr. John Delony & George Kamel discuss: The first step to paying off debt, Buying a home now vs. saving up cash, The ethics of leaving your job for another, Creating boundaries with family around money. Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to all The Ramsey Network podcasts: https://bit.ly/3GxiXm6 Learn…
 
Aug 8 – On today's Lifetime Planning episode, Josh Nunn and Crystal Colbert discuss major trends impacting the housing market and how housing is at an extreme point in history when you take a look at the most current data. Josh and Crystal dig into...By fswebmaster@financialsense.com (Financial Sense)
 
HEY HEY HEY! We're living in interesting times, am I right? Venture capital firms are investing BOAT-LOADS of dough into the crypto/Web 3 space. Are we having a repeat of the dotcom bubble? Maybe... Speaking of VC, here's a link to Andreeson Horowitz's "Team" page, as I mentioned in today's episode: https://a16z.com/about/team/ As promised, here's …
 
In this week's episode, we were fortunate to be joined by Carl Richards of The Behaviour Gap. Carl is a renowned author, a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a f…
 
When you're preparing to save for college, is it better to invest in rental real estate property or save with a 529 plan? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Ge…
 
Announcement: I’m thrilled to share that my book Win the Retirement Game launches on August 9th. Take advantage of the special Kindle price available for a few days. I’m practically giving it away so you, our podcast listeners, can get ready to win your own retirement game. ________________________ Missed some episodes of our retirement podcast? Yo…
 
The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worr…
 
2050 seems like a long way away, however, it is closer than we think. In this week’s retirement headline, I share an article from Richard Archer at FinanceInsights.net which explores the future of retirement and the impact that technology has had on the past, present, and future of retirement. In the listener questions segment, I help Bruce with a …
 
The Fed is hiking short-term interest rates to slow the economy. Now the bond market is starting to expect less inflation longer term, and so yields on Treasury bonds have declined from their peak. What should bond investors do? In this episode, Mark Riepe speaks with Kathy Jones, Schwab's chief fixed income strategist. Kathy has analyzed global bo…
 
I want to retire, but I'm not sure if I have enough savings to pull it off. Will I make it or will my dog and I be living in my car? 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. To learn more about list…
 
In this episode, we discuss how we’ve been back for about a week since our European summer adventures ended. We then dig into: What worked well and what could have been even better (WWW and EBI) Listener questions on how much we budgeted, how much we spent on ice cream, hotels vs. aribnbs, if we experienced anxiety while spending, minimalist packin…
 
With an old pension plan kicking around, I'm being presented with some options. Which should I choose? 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. To learn more about listener data and our privacy prac…
 
Henssler Money Talks – August 6, 2022 Season 36, Episode 32 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP®, to discuss the market’s movements, the ISM Manufacturing and Non-Manufacturing indices, and interest ra…
 
Hans and Robby are back again this week with a brand new episode! The topic this week is about tax planning in 2022. Often times it is good to have a plan in place. Proper planning can be the difference between success and failure. Hans and Robby want to help you be successful when it comes to planning your taxes. Don’t forget to get your copy of “…
 
With my financial life in good shape, the focus is on helping my dad. Is the plan we have in place a good one? 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. To learn more about listener data and our priv…
 
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Soci…
 
Aug 5 – A blow-out jobs report helped to alleviate fears over recession but led to a jump in the futures market to price in another 75 basis point hike by the Fed this September. The market has staged a strong rally off its June lows but our technician today...By fswebmaster@financialsense.com (Financial Sense)
 
Ken Coleman & George Kamel discuss: How to save for unexpected expenses, What to invest in as a 15-year-old, Saving for a cross country move, Getting on the same page as your spouse, Switching jobs, What to do after paying off debt, How can I stop using credit cards. Support Our Sponsor: Zander Insurance NetSuite Want a plan for your money? Find ou…
 
Ken Coleman & George Kamel discuss: Buying rentals while in debt, Finding purpose in work, Should you sell your house, Doing the Baby Steps out of order. Support Our Sponsor: DreamCloud Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to all The Ramsey Network podcasts: https://bit.ly/3GxiXm6…
 
Ken Coleman & George Kamel discuss: Being $15k underwater on a car, Deciding between job options, What to do with the proceeds from a home sale, Using retirement to fix a car. Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to all The Ramsey Network podcasts: https://bit.ly/3GxiXm6…
 
Hey y'all. It's me! I'm back for the ATTACK, JACK! Today is just about catching up, a brief account of my San Francisco trip, some Bitcoin news and a little reading about the career of Shinzo Abe. Here's a link to the Guardian article about Abe: https://www.theguardian.com/world/2022/jul/08/shinzo-abe-obituary And remember: Bitcoin, in 2022, priced…
 
On today's Q&A show we cover: 1:56 - How can houses and retreats play a role in the vision of a family life? 29:44 - How can I know if individual stock investing is right for me? 41:30 - Can you help this Ukranian immigrant currently in North Carolina? 47:14 - How can I get over my past financial mistakes? 1:09:50 - How do I handle donations for a …
 
It's that time again! Every now and then we stop to discuss some frequently asked questions. As you listen in, you'll want to think about your own situation. You may discover a few insights or discover a few angles on some common questions that you haven't thought about before. Glenn is available for in person and Zoom meetings if you'd like to dis…
 
With interest rates on the rise, what's the best strategy to pay off your mortgage? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Get easy to understand answers to your f…
 
Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees." We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees? SE…
 
With the market down so far this year, how should I go about implementing a four percent withdrawal strategy? 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. To learn more about listener data and our priva…
 
Where your clients choose to set up a trust can have significant tax and legal ramifications. There are nuances to consider whether you are involved in setting up new trusts for your clients or contemplating moving a trust to another state. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews attorney experts Jonathan Blattm…
 
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