Roth IRAs Podcasts

Roth IRAs public

show episodes

1
Retirement Planning Education, with Andy Panko

Andy Panko

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3d ago3d ago

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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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MoneyWatch with Jill Schlesinger

CBS News

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13h ago13h ago

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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...

1
Your Money, Your Wealth

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

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5d ago5d ago

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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 are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...

1
Retirement Paradise

Greg Gunther

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9d ago1w ago

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Jones Financial Talk

Nick Jones

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13h ago13h ago

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1
Ready-Aim-Retire

Rob Kirvan

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1d ago1d ago

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1
The Roth Guy with Jude Wilson

Jude Wilson

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10d ago1w ago

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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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The Bull and Bear Show

Michael McGuire

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1d ago1d ago

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1
NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

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4d ago4d ago

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NerdWallet’s objective finance journalists answer real-world questions empowering you to make smarter decisions with your money and help your finances thrive. The Nerds are your resource to make the most of your personal finances, while cutting through the clutter and misinformation of today’s economic news and advice. You’ll get clarity on strategies to help you build your wealth, invest wisely, shop for financial products, and plan for major life events. By the end of each episode, you’ll ...

1
Adam Talks

Adam Bergman

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3d ago3d ago

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Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!

1
The Retirement Blueprint

Grant Dorhout

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19d ago2w ago

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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...

1
Your Life Simplified: A Financial & Wealth Management Podcast

Mariner

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3d ago3d ago

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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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1d ago1d ago

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...

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Retire Ready with Kyle Hammerschmidt

Kyle Hammerschmidt

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5d ago5d ago

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Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.

1
The Atomic Retirement

Ryan Kilkenny

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2M ago8w ago

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The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...

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Dolphin Financial Radio

Dan Wendol

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4d ago4d ago

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1
Directed IRA Podcast

Mat Sorensen and Mark Kohler

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3d ago3d ago

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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...

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BiggerPockets Money Podcast

BiggerPockets

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2d ago2d ago

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For those who have money… or want more of it! Join Mindy Jensen and Scott Trench (from BiggerPockets.com) weekly for the BiggerPockets Money Podcast. Each week, financial experts Mindy and Scott interview unique and powerful thought leaders about how to earn more, keep more, spend smarter, and grow wealth.

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InvestTalk

Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors

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1d ago1d ago

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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 ...

1
Financial Residency

Financial Residency Network

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3d ago3d ago

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As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...

1
Paladin Financial Talk

Jeff Foley

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1d ago1d ago

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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!

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Wisdom & Wealth: Financial Clarity For Families in Transition

Donna Kendrick

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3d ago3d ago

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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...

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Money Girl

QuickAndDirtyTips.com

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2d ago2d ago

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Laura Adams provides short and friendly personal finance, small business, real estate, and investing tips to help you live a richer life. Whether you're just starting out or are already a savvy investor, Money Girl's advice will point you in the right direction.

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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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4d ago4d ago

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.

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Smart Money

Kevin Richards

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2y ago2y ago

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Retirement Unlimited

Randy Barkley

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7d ago1w ago

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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.

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Financially Fit Radio

Cory Sickles

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12h ago12h ago

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1
Retire At Peace

Gerald G Ginwright

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6M ago24w ago

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1
Retire Secure!

James Lange

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1+ y ago1+ y ago

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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 ...

1
Portfolio Talk

Portfolio Talk

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9+ y ago9+ y ago

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Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.

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Creating Lifestyles Building Legacies

John Balcerzak

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1y ago1y ago

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1
Wealth Talk with Gary Garrison

Gary Garrison

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3y ago3y ago

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The One About Retirement

Rhett Wood and Mark Rose

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4+ y ago4+ y ago

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1
First Security Financial Show

David and John Compton

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5y ago5y ago

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1
Retirement Coach's Corner

Alan Mercurio & Troy Bolton

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2M ago9w ago

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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...

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Retirement Keys

Anthony Cangemi

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29d ago4w ago

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1
The Rob Berger Show

Rob Berger

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1d ago1d ago

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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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Monday Money Tip

Joe Sangl

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7d ago0w ago

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It is our goal to help you accomplish far more than you ever thought possible with your personal finances, allowing you to do exactly what you have been put on earth to do.

1
The Retirement Show: Your Life, Your Money with Scott Sierens

Scott Sierens

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10d ago1w ago

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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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Wealth & Wisdom with Michael Loftus

Michael Loftus

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5M ago22w ago

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Education is the key to a successful financial future and that's what Michael Loftus of Loftus Wealth Strategies will bring to the table every episode of the Wealth & Wisdom Podcast. Tune in for market updates and more helpful information about how you can succeed in the financial world. Want visuals to go with the show, check out Michael's Wealth & Wisdom YouTube channel at https://www.youtube.com/c/WealthandWisdom and visit https://lwsde.com/ for more ways to connect. #Retire #FinancialPla ...

1
The WWM Financial Podcast

WWM Financial

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2d ago2d ago

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The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers

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Wealth Health Radio with Joe Murphy

Joe Murphy

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2d ago2d ago

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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...

1
Physician Cents

Chad Chubb, Tyler Olson

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7d ago1w ago

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Welcome to the Physician Cents Podcast! A podcast designed specifically for physicians, offering a breakdown of complex financial topics to help you develop your financial IQ, further your financial journey, and improve your well-being. Whether you're a medical student, resident, fellow, or attending physician, you're sure to learn something new that will benefit your journey.

1
Last Paycheck

Archie and Rob Hoxton

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4d ago4d ago

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Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

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Retiring With Enough

Dr. Peter Guidry, CRPC™, LLC

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5d ago5d ago

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Retiring With Enough focuses on Simplifying Retirement through three main paths to a happy retirement: Money, Purpose and Freedom. Dr. Guidry maintains a CRPC™ (Chartered Retirement Planning Counselor) designation and has over 70 years of life experience with over 50 years investing experience as a DIY (Do It Yourself) investor.

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Tiingo Investing: How to Create a Better Investment and Retirement Portfolio

Rishi Singh, Tiingo.com

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5+ y ago5+ y ago

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Tiingo Investing : "Create a Better Investment and Retirement Portfolio" is a series dedicated toward teaching basic and advanced topics, like what is a stock, mutual fund, etf, or bond all the way to portfolio construction and hedge fund strategies. It is a lesson plan dedicated toward making professional level tools and concepts accesible to everybody - including the beginning investor and professional trader. If you are just beginning to learn how to invest with a retirement portfolio or ...

show series

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Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA 45:35

1d ago45:35

45:35

By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals. (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.) Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmac…

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Episode 32 - Backdoor Roth IRA 25:00

17h ago25:00

25:00

In episode 32 of Building Wealthy Habits, we discuss Roth IRAs and specifically, backdoor and mega backdoor Roth IRAs. We explore the difference between traditional and Roth IRAs, highlighting the tax benefits of each. We also discuss the income limits for contributing to a Roth IRA and how the backdoor Roth IRA strategy allows high-income earners …

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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435 1:15:46

13d ago1:15:46

1:15:46

Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her So…

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Breaking Down Roth IRA's: Eligibility And Advantages Explained 19:41

22d ago19:41

19:41

WWM Financial Podcast In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this p…

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The Basics of Roth IRAs Explained 19:34

15d ago19:34

19:34

Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We'll start with the basics: What exactly is a Roth IRA? Jude breaks down the essential components, including the differences between traditional IRAs and Roth IRAs, and why it's crucial to consider tax diversification in your retirement strategy. He’ll also cover…

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558: How to Start Investing for Retirement: 401(k), IRA, Roth? 40:39

21d ago40:39

40:39

The IRA vs. 401(k). You’ve heard of these retirement accounts before, but do you know the difference between the two? Maybe you have a 401(k) at work and have been diligently getting your employer match but struggle to describe what you’re investing in. You’ve heard top financial experts talk about how a Roth IRA is crucial for saving on taxes long…

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#321: The Ultimate Guide To Roth IRA Contribution Limits 11:47

26d ago11:47

11:47

About the Episode: In this episode, join Joe and his cohost Megan as they provide you with the ultimate guide to Roth IRA contribution limits. Resources: FULLY FUNDED LIFEFREE Financial ToolsInvesting Next Steps Related Podcast Episodes:Episode 313: Retirement Reality: Are You Prepared?Episode 294: Retire With ConfidenceEpisode 293: Investing For B…

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Can I Start a Roth IRA for My Child? 10:03

21d ago10:03

10:03

Laura answers a listener's question about starting a Roth IRA for teenage children who work part-time jobs. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Facebook and Twitter, or subscribe to t…

1
More Retirement Account Strategies

13h ago

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In this episode we discuss more strategies and options for 401(k)s and other retirement accounts to help make sure you're doing everything right.By Nick Jones

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Protect Your Loved Ones and Secure Your Future

33m ago

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In this episode, we'll discuss the importance of estate planning and life insurance. Learn how to create a comprehensive estate plan that protects your loved ones and ensures your financial legacy. We'll also explore different types of life insurance and help you determine the right coverage for your specific needs.…

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Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438 1:33:48

14m ago1:33:48

1:33:48

Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Socia…

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Funding Long-Term Care

5h ago

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In this episode, we dive deep into the complexities of funding long-term care. Learn about the various options available, from traditional insurance plans to government assistance programs. Discover strategies to protect your assets while ensuring adequate care for yourself or loved ones in the future.…

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Cal's Angels and Pediatric Cancer with Stacey Wahlberg

2h ago

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Rob welcomes Stacey Wahlberg, president of Cal's Angels. They educate the public about the realities of pediatric cancer, helping to foster greater understanding and support for affected children and their families. Join us in spreading the word and making a difference in the fight against pediatric cancer!…

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Rollover or Stay Put?

3h ago

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Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.By Michael Mcguire

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Beware of AI Voice Cloning Scams: Protect Yourself 45:54

31m ago45:54

45:54

As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information. Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becomi…

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Rate Cut Effect On The Market And Economy 11:59

10h ago11:59

11:59

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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Joe Murphy and Steve Sedahl explore the spooky financial fears that can haunt retirement planning. 51:23

43m ago51:23

51:23

In this Halloween special episode Joe Murphy and Steve Sedahl explore the spooky financial fears that can haunt retirement planning. They discuss various financial 'ghouls' such as zombie stocks, hidden fees, and the demons of poor financial decisions. The conversation also covers the risks of inflation, healthcare costs, long-term care, and the se…

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RBS 154: Where to Keep Cash After the Fed Lowers Rates by 50 Basis Points 13:59

2h ago13:59

13:59

Yesterday the Fed lowered the Fed Funds rate by 1/2 of a percent. The prime rate followed, going from 8.5% to 8.0%. Rates on everything from credit cards to savings accounts to CDs also went down. And the rates on bonds and mortgages continued to decline. Given all of this, where are the best places to keep your cash? The Fed's Statement: https://w…

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RBS 153: How to Manage Inflation During Retirement 23:38

3h ago23:38

23:38

While stock market returns get most of the attention when it comes to retirement portfolios, we should be equally concerned with inflation. In this video, I walk through how to incorporate inflation assumptions into a retirement plan using New Retirement planning software. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

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How Should a Novice Investor Get Started? 15:08

2h ago15:08

15:08

Laura answers a listener's question about how to start investing without a company retirement plan. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Facebook and Twitter, or subscribe to the newsl…

1
Is Refinancing Worth It with Today’s Falling Rates? (+ How Much It’ll Cost) 39:15

28m ago39:15

39:15

When should you refinance your mortgage? Is now the time since interest rates have finally fallen? Or will refinancing down to today’s rates not be worth it when, six months from now, interest rates could be substantially lower? We brought on an expert mortgage loan officer to walk through the cost-benefit analysis of refinancing in 2024 and when a…

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Federal Reserve Cuts Interest Rates: What It Means for You 45:56

11m ago45:56

45:56

In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market. >> In particular, Justin answers the question: When will the average consum…

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What Is A Solo 401(k)? 31:36

5h ago31:36

31:36

In this episode, we're diving into one of my favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditio…

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Episode 456 - You Don't Need to Move to Monaco to Save on Taxes 12:30

2d ago12:30

12:30

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines!By Adam Bergman

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Set Your Family Up for a Successful Family Meeting 16:11

1h ago16:11

16:11

On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in …

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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning 18:24

4h ago18:24

18:24

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…

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A Physician’s Guide to Wealth - Financial Advisors Exposed: Fiduciary vs. Suitable Advisors: Know Who to Trust 17:44

1d ago17:44

17:44

In this episode of "Life Well Lived: A Physician's Guide to Wealth," James Nutter takes a deep dive into the intricacies of selecting the right financial advisor for physicians. James emphasizes the importance of financial wellness and the impact of intentional financial planning in achieving a life well-lived. He revisits his Financial Wellness 10…

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Pack Smarter, Save More: Expert Tips for Efficient Travel Packing to Overcome Luggage Hassles 23:34

31m ago23:34

23:34

Get expert tips on how to pack for travel efficiently and effectively, including clever ways to save on baggage fees. How can you keep luggage costs down during holiday travel? What are the best strategies for managing carry-on luggage, especially for international trips? Hosts Sean Pyles and Meghan Coyle discuss efficient luggage management to hel…

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Freeze Your Credit

23h ago

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The rise in financial scams and fraud is disheartening and many retirees are failing victim to these crimes. To help prevent fraud, a simple tactic to to freeze your credit. In this show we talk about the how and why of implementing a credit freeze.By Dan Wendol

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#117 – Retirement planning chat with a "real" person, Alison 59:24

1h ago59:24

59:24

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a …

1
In Too Good of a Position for Retirement? 17:33

1h ago17:33

17:33

Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://…

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Data Centers: The Billion-Dollar Real Estate Investment Boom 46:32

2d ago46:32

46:32

With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment. (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, h…

1
Why you need an expert in retirement income to ensure you won't run out of money before you run out of life 14:58

9h ago14:58

14:58

In this week's episode, we'll explore how having an expert in retirement planning is different from having a lifelong financial advisor. Does your current planner have expertise in retirement income and how would be safest to take an income from your accounts that will last as long as you live? What is your retirement income plan? Isn't it time to …

1
Invest Your Cash or Keep It Liquid? 16:19

2d ago16:19

16:19

Welcome back to Last Paycheck Podcast, hosts and CFP Professionals Rob and Archie Hoxton tackle a common yet critical financial question: how much cash should one keep on hand? They talk about the nuances of maintaining an emergency fund, highlighting the importance of liquidity versus the temptation to invest cash reserves in the stock market. Wit…

1
RBS 152: How to Customize the Order of Account Withdrawals in New Retirement (Boldin) 21:12

24m ago21:12

21:12

New Retirement (Boldin): https://robberger.com/new-retirement New Retirement, which just changed its name to Boldin, has launched a new feature that makes it easy to customize the order of accounts you use to fund your retirement. In this video, we'll look at the new feature and some advanced strategies on how to use it. Join the Newsletter. It's F…

1
Tips for Better Charitable Giving No Matter Your Budget 35:16

1h ago35:16

35:16

Laura interviews Phil Buchanan and Grace Nicolette from The Center for Effective Philanthropy (CEP) about ways to give more. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Facebook and Twitter, …

1
A Physician’s Guide to Wealth - Financial Advisors Exposed: 7 Steps to Hiring the Right Financial Advisor 24:25

11h ago24:25

24:25

1
Fed Up with High Rates? Here’s How a Cut Impacts Your Loans and Savings 15:37

1d ago15:37

15:37

Learn how the Fed’s interest rate cuts may affect your loans, savings, and investments, as well as what to do about refinancing. How could interest rate cuts affect credit card debt? Will it be easier or cheaper to get a mortgage or auto loan with interest rates going down? Is now a good time to refinance? Hosts Sean Pyles and Anna Helhoski break d…

1
Our Retirement Planning Process and Philosophy Part 13: EDU #2438 1:39:03

1h ago1:39:03

1:39:03

Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
5 Critical Tax Planning Strategies for Your Retirement: Roth Conversions and Beyond 12:19

2h ago12:19

12:19

Today, Kyle Hammerschmidt dives deep into the crucial topic of tax planning for retirement, focusing on Roth conversions, tax diversification, and essential strategies for those within 10 years of retirement. Tax planning is a vital, yet often overlooked, part of retirement preparation. By understanding how to manage your taxes effectively, you can…

1
3 Strategies to Pay Roth Conversion Taxes - 495 33:51

2d ago33:51

33:51

Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners’ strategies for paying the tax on a Roth conversion now, to have lifetime tax-free growth on that money in the future. Should Neo in San Clemente, California convert to Roth at the beginning or end of the year in his plan t…

1
Mastering an Exercise Program 21:09

6h ago21:09

21:09

Send us a text Each week my approach is to combine stretching, weightlifting, and aerobic activities in different ways to provide a rounded training program. Vince Lombardi is quoted as saying: “Most people fail, not because of lack of desire, but, because of lack of commitment.” If you’d like to be a part of a free online retirement community, joi…

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