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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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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 ...
 
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.
 
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.
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
 
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Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
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InvestTalk

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InvestTalk

Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors

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Daily
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
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Smart Money Insights

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Smart Money Insights

Smart Money Insights: Retirement and Investing with Rick and Wes White

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Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
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Wealth by Design

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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
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4-Minute Money Ideas

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4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
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The Retirement Income Wisdom Podcast

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The Retirement Income Wisdom Podcast

Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
 
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show series
 
With inflation de-valuing your money over time, it can be easy to feel as if you’re “wasting” the growth potential of your emergency money by only keeping it in a savings account. Today's Stocks & Topics: VNOM - Viper Energy Partners L.P. Un, Retail Sales, China Buying U.S. National Gas, Inflation, OPRT - Oportun Financial Corp., F - Ford Motor Co.…
 
This is a two-part series on starting and running your own business with a special guest speaker, Bob Clements--Cofounder, Partner, and General Counsel of Benchmark Business Group. Part One covers what people should consider if they want to start their own business. Why would an individual prefer to be self-employed vs. work for someone else? In wh…
 
In this episode Damon explains that "running out of money" is no longer the number one fear in retirement. Now there are multiple fears retirees and pre-retirees have as they work a financial strategy. Plus, weather its a company buyout, vaccine mandate or you're just ready to quit, Damon and Matt detail the pros and cons of a hurry up retirement. …
 
This week's retirement reading is from Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/244. Show Notes: RetireWithPurpose.com/244 Rate & Review the Podcast: RetireWithP…
 
Do you feel like you are late to the ball game in saving for retirement? Have you ever wondered if an annuity could take some of the stress out of writing your own retirement paycheck? Are you trying to figure out the best way to self-fund long-term care for you or your spouse? All of these questions come directly from listeners like you. If you ha…
 
Today’s guest is Dr. Barbara Provost, a business coach, professor, and entrepreneur with a Doctorate in Adult and Higher Education. She has a long history as a consultant in the financial services sector. Dr. Barb has taken her expertise into her latest venture, Purse Strings, which offers free financial education and resources for women. Listen in…
 
One prominent investor says the ‘deck is stacked’ in China, so why bother? Today's Stocks & Topics: QRVO - Qorvo Inc., SPY - SPDR S&P 500 ETF Trust, Nuclear Energy, Gas Shortages, GLD - SPDR Gold Shares, NYCB - New York Community Bancorp Inc., SMG - Scotts Miracle-Gro Co., IHI - iShares U.S. Medical Devices ETF, MU - Micron Technology Inc., PAGS - …
 
Depending on their personal situations, COVID-19 has been either a financial boom or bust for workers, and the fallout is also affecting retirement timelines. Today's Stocks & Topics: NEE - NextEra Energy Inc., Assets to Own, Shipping Bottleneck, Cash vs. Bonds, BGFV - Big 5 Sporting Goods Corp., T - AT&T Inc., VALE - Vale S.A. ADR, Dividends, MESA…
 
On this week’s episode of The Secure Retirement Podcast, Ken Armstrong joins us. Ken is a lifetime learner who is passionate about seeking new horizons. Ken says, “I challenge my friends to seek new horizons every day whether retired or not… if we’re not seeking new horizons we’re standing in one place... not moving.” At 73, Ken is preparing to emb…
 
Despite the massive disruptions, are there potential investment opportunities across some affected sectors? Today's Stocks & Topics: BRBR – Bell Ring Brands Inc. Cl A, Labor Force Participation, Earnings Season and Inflation, Purchasing Managers' Index (PMI), Smart Planning & Retirement, CLF - Cleveland-Cliffs Inc., MRO - Marathon Oil Corp., INTC -…
 
Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfolio. What allocation is best for your retirement needs? What mix of domestic and international stocks is best? Is a 90/10 equities to fixed income mix crazy in a $10M portfolio? Should Dad be at 90/10 or 60/40? Can pension & Social Security count as a…
 
Have you been incorporating tax management into your retirement plan? If you have, you won’t want to miss this series, and if you haven’t, you definitely won’t want to miss this series. Last week we set the stage for this retirement tax planning series when we discussed how planning for taxes can work within your retirement plan. This week we’ll ma…
 
If a highly inflationary period occurs, a Treasury Inflation-Protected Security or “TIPS” promises that you’ll get your principal back in inflation-adjusted dollars. Today's Stocks & Topics: OPCH - Option Care Health Inc., Banks, JOAN - JOANN Inc., MRNA - Moderna Inc., APPS - Digital Turbine Inc., AEHR - Aehr Test Systems, BXS - BancorpSouth Bank, …
 
In this episode Damon and Matt discuss the importance of being local and how it can make a difference in your retirement planning. Plus, we are in the 4th Quarter of the year is now the right time to take a deep look into your investments or should you wait until after the holidays? For more information on Acute Wealth Advisors or to schedule a con…
 
Dr. Gillian Leithman, PhD is an adjunct professor at the John Molson School of Business, as well as a researcher and expert uniquely focused on helping employees as they transition from the working world into retirement. She’s facilitated programs for a wide variety of businesses and organizations, including Bell Canada, TD Canada Trust, Telus, Bus…
 
Hans and Robby go over the need to know information for Medicare Part C for the upcoming year. 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at…
 
A health savings account offers triple tax benefits that stretch your healthcare dollars further. Today's Stocks & Topics: ASO - Academy Sports & Outdoors Inc., QCOM - Qualcomm Inc., Jobs Report, Selling Your Home, Ireland Tax Agreement, SAN - Banco Santander S.A. ADR, VOO - Vanguard S&P 500 ETF, PFE - Pfizer Inc., VALE - Vale S.A. ADR, RKLB - Rock…
 
This week's retirement reading is from Kiplinger titled Financial Conversation Starters for Couples. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/242. Show Notes: RetireWithPurpose.com/242 Rate & Review the Podcast: RetireWithPurpose.com/review Sig…
 
Are you a bit behind on your retirement savings and wondering how you’ll ever be able to retire? One of our listeners feels the same way. In this Listener Questions episode, I’ll answer his question as well as how to handle net unrealized appreciation (NUA), how to shift retirement savings after a job loss, and we’ll wrap it up by discussing the ra…
 
Apparently, they started with a password phishing scheme, next exploited a flaw in Coinbase security, and then emptied accounts. Today's Stocks & Topics: WPM - Wheaton Precious Metals Corp., ADBE - Adobe Inc., Roth I-R-As, VMHG - Victory Marine Holdings Corp., The Bond Market and Cryptocurrency, APPS - Digital Turbine Inc., MKSI - MKS Instruments I…
 
We talk a lot about preparing for retirement. But what about those of us that don't want to retire, at least not yet? Today, we are going to discuss why people wait to retire and what impacts their decision. Some people really love their careers and they've worked hard to get to their current positions. But do you have a plan if things were to chan…
 
An arcane accounting term has become a focal point of securities regulators in Washington and Beijing, whose goals may be, oddly, aligned when it comes to U.S. listings of Chinese companies. Today's Stocks & Topics: UNM - Unum Group, Coal Supply, Builders Looking for Alternative Materials, Beijing Regulators, FBGRX - Fidelity Blue Chip Growth Fund,…
 
One reason we advise our clients not to overreact to election results is that the plans candidates propose on the campaign trail often look very different once they've worked through the U.S. lawmaking process. President Biden's agenda has struggled with that very reality in recent weeks. As Congress continues to debate and negotiate the Build Back…
 
An author explains how to break the stigma and have real conversations about finances. Today's Stocks & Topics: PSFE - Paysafe Ltd., Supply Change Issues, Windows 11, October Crashes, VFORX - Vanguard Target Retirement 2040 Fund Investor, Target Date Funds, IEP - Icahn Enterprises L.P., Getting a Credit Card, Gains and Losses, HFC - HollyFrontier C…
 
In this episode Damon and Matt detail the steps you should take in a "shaky" market. Plus, when it comes to a 401k, most adults don't think they pay any fees. Sadly, you do and they discuss how to locate those hidden fees. For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com…
 
How do you estimate net investment income tax when selling your primary residence? Is the all-in-one mortgage a temporary solution when buying a house before selling your current home? Also: buying property in California with your kids, and should you pay the mortgage or save for retirement? Plus, what's the best way to pay credit card debt? Do cor…
 
Tax planning in retirement isn’t the same as in your working years. This is why we are dedicating an entire series to helping you understand how to manage your taxes in retirement. To help me navigate this complicated topic, I’ve invited retirement tax expert Andy Panko to join me for the whole month-long program. Over the course of this series, yo…
 
Federal Reserve Chairman Jerome Powell told lawmakers last week (9/30) that the central bank still expects a recent spell of high inflation to reverse but said it was difficult to pinpoint when that might happen. Today's Stocks & Topics: PM - Philip Morris International Inc., MO - Altria Group Inc., Chinese Stocks, The Housing Market, Treasury Infl…
 
Hans and Robby go over the need to know information for Medicare Part D for the upcoming year. 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at…
 
With Kohl’s, Nordstrom, and Macy’s shares trading lower, and Bed Bath & Beyond feeling the pain, what's ahead for retailers? Today's Stocks & Topics: VWEAX - Vanguard High-Yield Corporate Fund Admiral, Record Breaking on New IPOs, Manufacturing, BWA - BorgWarner Inc., KTRA - Kintara Therapeutics Inc., CCL - Carnival Corp., Dividends, AMZN - Amazon.…
 
What is going on in the stock market? Before diving into the topic, Anastasia provides news updates relating to topics discussed in previous episodes: The Rise of GameStop (GME) Stock, Investing in Common Stock Part Two, and How to Pay for College. Bill and Anastasia then discuss inflation concerns, what the autumnal dip is and why it happens, the …
 
This week's retirement reading is from Advisor Perspectives, titled Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/241. Show Notes: RetireWithPurpose.com/241 Rate & R…
 
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