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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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The Atomic Retirement is the go-to podcast for smart, tax-savvy retirement planning. Hosted by Marine Corps veteran and financial planner Ryan Kilkenny, this show helps people over 50 navigate the complex world of retirement, Social Security, Medicare, and tax-efficient investing. Whether you're wondering when to claim Social Security, how to lower taxes in retirement, or how to create a reliable income stream, this podcast gives you clear, actionable advice to help you retire with confidenc ...
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Be a part of the only show in Arizona dedicated to the medical and healthcare field covering the latest in news, opportunities and issues affecting our community. The show will have an emphasis placed on the Aging Adults of our community. It is anticipated that by 2020, Arizonans aged 60+ will make up one-quarter of the State’s population, approximately 2.1 million people. Bob’s innovative approach captures an audience that is both progressive and affluent, covering subjects that will give t ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Investing can be complicated. We make it simple.
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Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
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This weekly podcast will cover in detail, people, clubs and activities here in The Villages, Florida. Each show will run 10-30 minutes. Become a Supporter of this show for $3/month. Supporters will have access to all episodes. Our newest Supporters will get a Shout-out during a show.
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Sean Hannity is a multimedia superstar, spending four hours a day every day reaching out to millions of Americans on radio, television and the Internet.
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Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your f ...
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Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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information and opinions on money, politics and Religion. All the things you should not discuss with your family.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "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 answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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Money Unleashed is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris Hoffman is a wealth management and retirement planning professional with over two decades of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. Powered by Hoffman Financial Group, Money Unleashed covers a wide range of financial topics and includes insights and episodes from vice presidents Eric Johnson ...
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Kuhn Capital Partners sponsors Robert Kuhn’s Destination Retirement Radio program, which can be heard every Saturday morning from 10 to 11 AM on WLS-AM 890. Robert offers practical advice and strategies for overcoming common retirement fears and provides insight on how to protect and grow retirement assets.
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests incl ...
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clien ...
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Podcast by Kyle J. McCauley
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Welcome to Empower Your Retirement podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexities ...
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The Saving With Steve Show, hosted by best-selling author, financial trendsetter, and renowned personal finance consultant Steve Sexton, will explore the ins and outs of money and help you to make informed financial decisions that support the goals and objectives most important to you. In addition to talking about financial issues that could be costing you thousands of dollars and keeping you up at night, Steve shares tips and strategies for tax reduction, saving, how to spend less and get m ...
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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Join The New York Public Library and your favorite writers, artists, and thinkers for smart talks and provocative conversations from the nation’s cultural capital.
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We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!
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Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may ...
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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For a Bad Time, Call... is a podcast dedicated to women's anger. Our hotline voice-rage-box is open 24/7 at 669-BAD-TIME to receive any negative feelings you may want to vent. Each fortnight, we take the best of those calls and release a podcast episode filled to the brim with frustration, exasperation, and displeasure. It's fun, we promise! For a bad time, call 669-223-8463 (BAD-TIME).
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A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Join host, Master Magician, Historian and Collector of all things Bizarre and Weird, Paul Noffsinger as he has conversations about various topics with some of the interesting and fascinating people he has encountered in his amazing story filled life. These podcasts were originally broadcast as Facebook Live videos at www.facebook.com/themysterycollection, you can also find these videos at www.youtube.com/themysterycollection For more details on Paul and The Mystery Collection shows visit www ...
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On The Hatch, we re-watch an episode of "Lost" every week and interview cast and crew about their work on the show. Call and leave co-hosts Sammy and Rosie your take on each episode: 95-46-DHARMA.
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Conversations about Talent, Entrepreneurship, Success, Failure, Social Environment, and how it affects our mental health.
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Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “ ...
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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 you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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April 26, 2025 - Roth conversions without additional taxable income?
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By Robert M. Kuhn
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RBS 207: Should We Do a Roth Conversion Now? (FQF)
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Here are the five questions we'll cover in this week's edition of Five Question Friday: 1. Is now a good time to do a Roth conversion? (John) 2. Mutual Funds vs ETFs (Shane) 3. Should we invest more in international stocks? (Phil) 4. Is Gold a hedge against inflation? (Cathy) 5. Has 2025 wrecked our retirement plans? (Doug) Resources Boldin: https:…
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Raj and Rick get into the intricacies of Roth conversions, emphasizing the importance of working with a financial advisor to navigate tax implications effectively. They highlight the optimal timing for conversions, particularly during the transition from employment to retirement. For more information or to schedule a consultation with SC Wealth Adv…
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In thinking about what to do in this economic downturn, I was wondering whether stepping up our Roth conversions might be a smart move? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn…
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David McKnight goes through his five cardinal rules for doing a Roth conversion. The first principle is simple: don’t do a Roth conversion that bumps you into a tax bracket that gives you heartburn. Not sure about what a heartburn-inducing tax bracket looks like? David shares a simple “rule of thumb” you can follow. In your zeal to get your Roth co…
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In this episode, John Blanchard discusses the importance of personalized retirement strategies, the implications of investment comparisons, and the benefits of Roth conversions. He emphasizes the need for tailored financial planning based on individual risk profiles and long-term goals, while also addressing tax strategies to maximize wealth retent…
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When NOT to Do a Roth Conversion: 5 Critical Red Flags
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We talk a lot about taxes because they’re going to be a huge expense for you in retirement, which is why many people ask about Roth conversions. It’s a strategy that could potentially save you money in retirement, but the truth is that Roth conversions aren’t for everyone and could actually cost you money. In today’s show, we’ll walk you through th…
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Keeping Calm During a Financial Storm | One Group is Spending Freely in Retirement. What’s Their Secret? | How Buying the Dip Can Help with Retirement Taxes | There’s a Fight Going on Which Helps With ...
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On this week's episode: Is your financial advisor’s advice helpful during this market volatility? Spending YOUR money vs THEIR money in retirement. Why this might be a great time for an IRA-to-Roth conversion. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See o…
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Roth Conversions: Understanding when they make sense and when they don't
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They've become a popular tax planning tool, but understanding when and how to explore and execute a Roth Conversion are only part of the conversation. Determining whether or not this strategy is right for you is the key to unlocking its full potential. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this ed…
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The Power of Roth Conversions | Are You Paying Too Much in Taxes?
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Are you missing out on significant tax savings in your retirement? Frank & Frankie Guida explore the importance of strategic tax planning for retirement. Roth conversions can potentially save retirees hundreds of thousands of dollars in taxes throughout their retirement years, enhancing their financial stability and maximizing their income. Frank &…
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This week, Art McPherson discusses various aspects of retirement planning, including the benefits of Roth conversions, strategies for claiming social security, and navigating market volatility. He emphasizes the importance of personalized financial strategies and the consultation process at McPherson Financial Group. Additionally, the conversation …
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Financial Planning for Long-Term Care: A Conversation with David Monheit
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Join host Bob Roth of Cypress Homecare Solutions and guest David Monheit, CPA and financial advisor with Landmark Financial Wealth Management, as they discuss comprehensive financial planning with a focus on aging needs. This episode explores David's journey from CPA to financial advisor, the importance of early long-term care insurance planning, a…
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Are You Timing Your Roth Conversions Right? | Avoid Common Roth Mistakes
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Retirement planning can be a maze, and navigating Roth conversions is a crucial part of it. In this episode, Certified Financial Planner Mike Douglas dives into the complexities of Roth IRAs, discussing deadlines for contributions and conversions, and the impact on taxes, Social Security, and Medicare. Mike explains how to time your conversions to …
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Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains
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On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing and investing these funds wisely while balancing personal enjoyment and future planning. They also delve into the complexities of Required Minimum Distributions (RMDs) and the importance of considerin…
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Here’s When You SHOULDN’T Do Roth Conversions
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If you’ve ever been told, “ A Roth conversion is the best thing you can do for your retirement, “ this episode is for you…. Because you also need to know when they might NOT be a good idea. While converting your Traditional IRA or your 401k into Roth has some fantastic benefits, there are times when it might not be a good idea… Today we will talk a…
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