Best Retirementincome Podcasts (2024)

1
PPR 252 DO THE MATH - FEES MATTER 8:38

2h ago8:38

8:38

Wall Street would love it if you don't ask this question - what is the actual difference between a 1.5% and .95% fee? It is NOT simply .55 percent. When you look more closely and do the math, you will find out that it is actually FIFTY EIGHT 58% difference. Thanks to the death of private pensions, the devaluation of Social Security benefits and oth…

1
PPR 253 Deal of The Week - Patience Pays 9:58

18m ago9:58

9:58

A friend of mine came to my car show recently in a "new" BMW M3. He had always talked about wanting an M3 so I was excited for him when he pulled in. The car was beautiful and had all the options he had always wanted. I asked him what he loved most about it, what it the horsepower, the carbon fiber, the technology? NO, he loved the price. He purcha…

1
PPR 253 Watch Your Step - Life Insurance by Default 9:36

33m ago9:36

9:36

Millions of Americans are blessed to still have a pension to look forward too in retirement. What they don't realize is that there may be a big life insurance premium embeded in their retirement income decision. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to th…

1
PPR 253 The LLC Protection Myth Music Edition 7:18

1h ago7:18

7:18

Understanding Inside Out vs Outside In Liability is the key to property Asset Protection So , I want to share a quick visual with you if you're not watching this on Get an LLC you got to protect yourself and you do this you take your. Rental real estate and you put it in your LLC and you think ah. Optimizing Retirement income and protecting your le…

1
Ep #98: Estate Planning 101: What to Include in Your Will 17:53

3h ago17:53

17:53

We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider. We discuss the importance of including digital assets in your will and the benefits of secondary wills for busin…

1
PPR 253 FOUR FROGS ON A LOG 2:49

29m ago2:49

2:49

At some point, I think we have all been guilty of deciding to take action or committing to make a change and failing to act. Unless we actually get off the log, we never move forward. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, Am…

1
PPR 254 WYS - Prop 19 is That Bad 6:24

39m ago6:24

6:24

Just when you thought California could not do more to make people want to move to another state - we pass Proposition 19. In my humble opinion, Prop 19 is one of the worst tax grab I have seen. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased…

1
PPR 254: After The Accident 10:50

32m ago10:50

10:50

Optimizing retirement income doesn't happen with a product like investments, life insurance, 401k, real estate or annuities. None of these things by themselves will help you maximize retirement income. You must have an integrated approach that balances the economics of retirement accumulation and retirement income. I am pulling back the kimono on o…

1
94: Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman 54:46

4d ago54:46

54:46

“Think about practicing for retirement long before you get there.” -Mary Jo Hoffman Our hosts Stephanie McCullough and Kevin Gaines sit down with aeronautical engineer-turned-artist Mary Jo Hoffman. Renowned for her captivating photography project, Still, Mary Jo shares her extraordinary journey from a 17-year career as a scientist into becoming a …

1
PPR 256: WYS- Call Center Life Insurance 12:34

2h ago12:34

12:34

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 256: Quick - Take Financial Literacy 8:30

1h ago8:30

8:30

According to a 2020 KeyBank Financial Wellness Survey, 75% of Americans consider themselves financially savvy, but 36% don’t know how, or prefer not, to answer basic financial literacy questions. We need to keep learning and teaching the next generation. Wall Street drives much of the financial marketing and education machine. Ask questions and don…

1
PPR 256: Deal of The Week - Wardrobe Malfunction 13:42

1d ago13:42

13:42

Our economy is consumer driven which means that without people spending money on consumable and disposable things, the economy grinds to a halt. We have been conditioned not to associate or compare consumer purchases with investments. I meet people all the time who are proud of their 20% return on their real estate investment but they don't recogni…

1
PPR 256: WPTV - Family Foundations Hidden in Plain Site 10:25

2d ago10:25

10:25

The moral of the story is "The Rich Don't Pay Taxes" like everyone else because they work with teams like mine. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Per…

1
Ep #97: Safeguard Your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright 26:41

2d ago26:41

26:41

In this podcast episode, host Joseph interviews cybersecurity expert Scott, who discusses the critical importance of cybersecurity, especially in protecting financial assets. Scott explains the various types of cybercriminals, including organized crime groups, nation-state actors, and lone wolf attackers, and highlights common methods they use, suc…

1
PPR 257: WYS - Father Admits he Was Wrong 8:25

3d ago8:25

8:25

The father of the 4% Rule emerges from his golf course retirement home to say he was wrong. For years, Wall Street has told us that the 4% rule for retirement income planning is gospel. Of course, we know that the 4% rule has not worked out too well in recent years. Now we hear from the creator and he admits his error but it's not what you think. T…

1
PPR 257: Quick Take - Come on MAN! 5:46

4d ago5:46

5:46

How many times do I need to say this before I stop getting the same terrible phone call? COME ON MAN! Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pens…

1
PPR 257: Deal of The Week - Boating Fail 11:36

5d ago11:36

11:36

I find it ironic that certain people like to brag about their investment prowess or boast about their success in business at the same time they make horrible financial decisions with how they spend their money. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflat…

1
PPR 257: WPTV - Sweeping Tax Law Changes 7:09

6d ago7:09

7:09

If you have not noticed, we have a new resident at 1600 Pennsylvania Ave in DC and he is burning through executive order ink faster than anyone in history. Politics aside, now is the time to schedule a strategy session with the team at Barth Calderon. All we know for sure is that big changes are coming and the future favors those who are prepared. …

1
PPR 258 Wptv False Sense Of Security 11:02

7d ago11:02

11:02

Time and time again, we see companies and their owners operating under a false sense of S-Corp or LLC security. Understanding inside AND outside liability is the key to building the right protection around the Golden Goose. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors s…

1
PPR 258: WYS-Buying a Home at Age 25 16:00

8d ago16:00

16:00

Listener Ralph asked whether it is financially smart for him to consider buying a home at the younge age of 25. What kind of mortgage should he use and how much down payment should he plan for? Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased…

1
PPR 258 Quick Take - Wall Street Battle Royale 11:00

9d ago11:00

11:00

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
EP #96: Comparing Cryptocurrency to Stocks and Bonds: Does it Belong in Your Retirement? 11:35

9d ago11:35

11:35

In this episode of "Your Retirement Plan Simplified," we delve into the topic of cryptocurrency and its place in a retiree's investment portfolio. We give a layman's definition of cryptocurrency, discuss its appeal due to decentralization, security, global accessibility, and investment potential, but also highlight its extreme volatility and lack o…

1
PPR 258: DOW-Buying a Plane 11:08

10d ago11:08

11:08

What is the the only thing more costly then buying and maintaining a private boat? Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focus…

1
PPR 259 WYS Cash vs Credit 15:15

11d ago15:15

15:15

Podcast Listener Jimmie writes in with a question about paying cash for a car versus financing. Jimmie thought that paying cash was the best way to buy things. When you consider that the purchase is only one part of the overall equation, it is clear that cash is not king in this case. Thanks to the death of private pensions, the devaluation of Soci…

1
PPR 259 Just Say No to Wall Street 10:32

12d ago10:32

10:32

AT THE END OF A RECENT CALL WITH ONE OF MY CLIENTS, I ASKED IF THERE WAS ANYTHING ON THEIR MIND. THEY SAID, "FUNNY YOU SHOULD ASK, WE WERE WONDERING IF YOU WOULD BE WILLING TO WORK WITH OUR SON" FULL DETAILS ARE IMPORTANT. THEIR SON HAD DONE A GREAT JOB AND SAVED UP OVER $250,000 BY AGE 30. HE HAS A GREAT JOB BUT HIS BIGGEST DESIRE IS TO GET INTO T…

1
Fireside Financial Ep 15: The Value of Having a Retirement Emergency Fund 20:44

13d ago20:44

20:44

In this podcast, Joe and Regan look at having an emergency fund in retirement. They discuss how setting aside three to six months’ worth of expenses can provide peace of mind and financial security, protecting retirees from unexpected expenses without needing to dip into investments or accrue high-interest debt. They highlight that an emergency fun…

1
93: She Did It! Real Retirement Stories with Sharon Johnson 49:56

13d ago49:56

49:56

“It wasn't nearly as traumatic for me as I was expecting it to be. I was a little concerned about how I would transition from having to get up and having that routine to creating a new one.” - Sharon Welcome to another edition of Real Retirement Stories - a series of Take Back Retirement. Our hosts Stephanie McCullough and Kevin Gaines chat with Sh…

1
PPR 259 DIY Fail Inherited Property Mistake 8:38

13d ago8:38

8:38

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 259 DOW Wheels are Expensive! 9:24

14d ago9:24

9:24

I'm a crazy car guy so don't take this the wrong way. I love it when the wheels on a car are perfectly matched to the car; however, custom wheels on a car have got to be one of the most financially crazy things I see everywhere. There is no such thing as investing in good or great wheels for your car or truck. No matter what you pay for your fancy …

1
PPR 260 DOW Faucets & Snowmobiles 9:37

15d ago9:37

9:37

The quest for lifestyle deflation continues - Check out my Deal O The Week Double Header. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, i…

1
PPR 260 DEATH & RETIREMENT 18:03

16d ago18:03

18:03

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
EP #95: 3 Reasons Why Following Investment Evidence Beats Guessing the Market 50:37

17d ago50:37

50:37

Are you feeling frustrated by the difficulty of understanding investment strategies? Feeling uncertain about which approach to take? Imagine spending years trying to navigate the complexities of active management, only to discover that it may not be the most effective approach. The struggle to decipher the impact of dividends on investment returns …

1
PPR 260 WYS PORCUPINES & GOLD 13:56

17d ago13:56

13:56

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 261 WPTV Apathy Of Success 8:05

18d ago8:05

8:05

Success can often distract us from the things that Steven Covey described as important but not urgent in his time management matrix. For some, succss leads to complacency and a tendancy to ignore things that are extremely important. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement …

1
PPR 261 BAD PENSION ADVICE FROM DR 12:42

19d ago12:42

12:42

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 261 WYS IUL Class Action Lawsuit 5:57

20d ago5:57

5:57

I'm a big beleiver in permanent life insurance and I disagree with financial entertainers who say that all cash value based life insurance is bad in all situations. That's why it pains me when I read stories like the one I share in this episode. Stories where an insurance company clearly overstepped the boundries of what's ethical in my opionion. W…

1
PPR 261 DOW SAVING BIG ON INVESTMENT FEES 13:14

21d ago13:14

13:14

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 262 WPTV SURVIVORSHIP CLAUSE 6:39

22d ago6:39

6:39

Survivorship requirements are intended to come play in the event of the simultaneous or nearly simultaneous death of an estate plan maker and a primary beneficiary. But what happens if the major beneficiary dies at the same time or nearly the same time as the person who created the will or living trust? Thanks to the death of private pensions, the …

1
PPR 262 DOW Shop Tour Huge Savings 12:25

23d ago12:25

12:25

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
Ep #94: 5 Ways to Build Your Emergency Fund for Retirement 17:23

24d ago17:23

17:23

We examine an aspect of retirement planning—building an emergency fund. Whether you're nearing retirement or already enjoying it, we provide insightful strategies to assess your financial needs, determine the right size for your emergency fund, and effectively build and manage it. Learn about essential expenses, potential emergencies, and smart way…

1
PPR 262 WYS FOUR PERCENT RULE REALITY CHECK 10:58

24d ago10:58

10:58

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
92: What Women Need to Know about Inflation: What It Is, and Why You Should Care -- But Not Panic! 35:05

25d ago35:05

35:05

“Each dollar today buys less than the same dollar did 10 years ago. Which is why a lot of financial advisors are so focused on helping clients grow their money over time. It's not to become wealthy and die with the most money, it's because the cost of living goes up over time.” - Stephanie Our hosts Stephanie McCullough and Kevin Gaines demystify t…

1
PPR 262 THE WHOLE TRUTH ABOUT WHOLE LIFE INSURANCE 19:21

25d ago19:21

19:21

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 263 WYS - What the BLEEP is happening on Wall Street? 6:47

26d ago6:47

6:47

Despite the 2020 pandemic, Wall Street continues to hit historic highs. Some say that the investment markets are at the top and the bubble is about to burst. Others say that the markets still have another year of growth before the bear market kicks into decline. Who's right? Thanks to the death of private pensions, the devaluation of Social Securit…

1
PPR 263 SPECIAL NEEDS & CHILDRENS TRUSTS 5:47

27d ago5:47

5:47

No estate plan - don't worry. The government has a plan for minor children and adult family members with special needs who are not able to manage their own affairs. In addition to the potential for an unfortunate trip into the court system, minor children and special needs beneficiaries may become vulnerable to creditors and those seeking to get th…

1
PPR 263 DEAL O THE WEEK - COOL OIL CHANGE 8:37

28d ago8:37

8:37

Retirement income planning does not happen with a single product or so called "magic bullet". Maximum retirement income requires a strategy that incorporates all aspects of your financial life. Your personal spending habits can have a major impact on your ability to save money. Thanks to the death of private pensions, the devaluation of Social Secu…

1
PPR 263 KRAIG'S TOP 5 RULES FOR RETIREMENT 17:55

1M ago17:55

17:55

Do a Google search for Rules for Retirement or best retirement advice and you will receive a billion options. OK, maybe not a billion but the amount of information available can be overwhelming. This is my take on the Top 5 Rules for retirement. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniabl…

1
PPR 264 WPTV POWERS OF ATTORNEY 8:48

1M ago8:48

8:48

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
EP 93: The Overlooked CPP Strategy That Saves Business Owners Thousands 33:03

1M ago33:03

33:03

Joe and Aravind explore the merits of contributing to the Canada Pension Plan (CPP) through salaries. Despite the dual contributions required from business owners, the CPP offers guaranteed, inflation-adjusted income in retirement, providing a secure financial foundation. The discussion highlights the tax credits and deductions associated with CPP …

1
PPR 264 WYS EVERYTHING IN WRITING 10:03

1M ago10:03

10:03

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

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