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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and 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 on th ...
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Retirement Answer Man

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

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
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The WiseMoney Guys

John Scambray and Giuseppe Visconti

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Tired of not knowing what to do with your retirement and hard earned investment savings? Listen to our show for easy tips, topics and info that will help you make better investment decisions.
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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, R ...
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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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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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Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.
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Creating Wealth

Bill Taber and Anastasia Taber, CFP®

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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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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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Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski

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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.
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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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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InvestTalk

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

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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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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 ...
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Whether you call it: Retirement, re-wirement, re-tryment, your encore, second act, or next chapter; the point is: retirement no longer has a clear definition. The traditional view of retirement is outdated and new frameworks for managing our money and time are needed. Welcome to 8000 days. A podcast where together we discuss retirement; what's working, what's not , and what changes are needed for us to achieve the most robust retirement possible. Join Caleb Miller and Riley Anderson of Inves ...
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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The Wake Up Call

Paul David Thompson: Investor, Consultant, and Fund Manager

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My Wake-Up Call came in 2015, when I realized that I had had enough of my corporate job and was ready to take back control of my life. The world and economy are constantly changing, and the best thing you can learn is how to spend your time and energy working *on* your business instead of in it. I’m Paul Thompson, and in my podcast we’ll be discussing exactly that—how to build and grow your investment portfolio from the ground up. With each episode, you’ll hear inspiring stories from those w ...
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As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.
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The Wealth Fix

Ryan A. Hughes & Peter Campbell

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Start your journey towards financial freedom with The Wealth Fix as Ryan A. Hughes and Peter Campbell, explore topics ranging from personal finance to investing tips to the macroeconomic landscape. Nothing here should be considered financial advice. See our disclosures here: https://bulloakcapital.com/disclosure/ Get started today → https://bulloak.com/
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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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.
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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 ...
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Todd Tresidder from the FinancialMentor.com blog reveals unconventional wealth building advice and advanced investment strategy tips. Discover the next step in retirement planning and personal finance from a former professional hedge fund manager turned financial educator. If you are tired of the same old “buy, hold, and pray” and worn out frugality tips then this show is for you. Each episode teaches financial freedom for smart people by revealing what works, what doesn’t, and why. Todd has ...
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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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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 ...
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Welcome to Roger & Dan’s Retirement Lab. the podcast where two seasoned retirement planners, Roger Whitney & Dan Haylett, work to create premier human-first retirement planning firms. We discuss the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger and Dan explore a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the techn ...
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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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While researching for her book, Cindy Couyoumjian, a Certified Financial Planner with over 3 decades in the financial industry, came to an alarming realization about our society… most Americans have become financially illiterate. Now, her mission is to awaken individual investors and empower you with facts and knowledge to help you make better financial decisions. Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and ad ...
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In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity…
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What is Deworsification? Why are index funds so popular? Today we jump into the debate of passive versus active investing and consider what investors should understand about these different investing styles. What should investors understand before purchasing an index fund? What are reasons to have an active investment strategy? What should you ask …
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Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement. In this episode, we discuss: Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us The importance of truly understanding yourself, your core values and your purpose in…
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Inflation is top of mind for investors, but there’s more than one way to measure consumer prices. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Gro…
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Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the …
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Here are the 8 common mistakes retirees and retirement savers make with their Tax-Free Savings Accounts (TFSA). We cover mistakes like over-contributing, misunderstanding withdrawal rules, day trading within the TFSA, and not naming a successor holder or beneficiary. We provide actionable advice to help you avoid these common pitfalls and help you …
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Higher safe yields in 2024 upend the old rules related to mortgage paydown. Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Perce…
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In today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want." Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Management, where she dedicated nearly 30 years of her career. During the interview, Anne not only shares insigh…
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Are Joe Namath and William Shatner giving you the best possible advice about Medicare? During the Medicare Open Enrollment period last fall, you probably saw TV ads for companies selling Medicare Advantage Plans featuring these and other senior celebrities. That's because, under most circumstances, the Open Enrollment period is the one time per yea…
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Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF …
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Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International In…
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So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)…
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Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this episode, we sit down with Andrew, the founder of LevelFields AI, to discuss how his company is using advanced data analysis and artifi…
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How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listene…
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Markets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022. Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stoc…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about should you take social security early, or wait until you're 70? 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 ema…
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Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon. (Is there a sensible play for wannabe home buyers?) Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contribut…
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If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
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Today, I’m talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast. After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one billion in mortgage loan sales on his way to being in the area's top 1% of mortgage lending. In this conversation,…
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Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index I…
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You should and there are a couple of easy ways to get started. Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity. Our Sponsors: * Ch…
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In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…
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We look at the various types of debt retirees might carry and the profound impact they can have on your financial well-being. You’ll gain an understanding of how mortgages, lines of credit, car loans, and credit card debt can shape your retirement lifestyles and long-term financial goals. We emphasize the importance of integrating debt reduction st…
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Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight, commenting on how skinny I have become and asking me what I was doing. And I have to tell you I am feeling great. So in todays podcast I'm going to …
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As a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years. (That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.) Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most We…
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Today, we’re joined by Chris Smith, creator of the Campfire Effect and host of the Family Brand Podcast. Chris works with leaders and advisors in the financial planning space to help them tell their stories, scale their businesses, and unlock growth and change. We’ve worked with Chris in the past to develop and tell the story of our brand, and we w…
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We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one. In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make su…
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In this episode, April and John dive into the critical financial risks that individuals face as they approach or navigate through retirement, and share valuable strategies to avoid these pitfalls and enjoy a secure retirement. Listen to learn: The top five financial risks individuals face in retirement The problem with traditional retirement planni…
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Start by blaming rising housing costs and higher gas prices. Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT,…
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This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. …
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Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Joseph Allen, saving to after-tax brokerage or pre-tax 403(…
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Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this episode, Paul and Brad delve deep into the intricate world of college planning and financing. They discuss the critical steps involved in …
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Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy informa…
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Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors. Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond M…
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“Every single thing in my life that has ever terrorized me and terrified me, and I avoided like nobody's business, when I finally either had no place else to run, or I chose to turn around and face it, it has never been as bad as I thought it would be. It has never been as shameful as continuing to avoid.” Our hosts Stephanie McCullough of Sofia Fi…
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Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change. Learn more about: Practical advice on tax-efficient strategies for transferring wealth to the next generation…
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