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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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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 ...
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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 ...
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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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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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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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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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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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Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
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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 ...
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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 ...
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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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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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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.
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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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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 ...
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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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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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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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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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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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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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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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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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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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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9Marks is a ministry dedicated to equipping church leaders with a biblical vision and practical resources for displaying God's glory to the nations through healthy churches.
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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 ...
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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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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects recent personal finance news to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence? New episodes released each month on the 1st & 15th.
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*** Named a Best Podcast By The New York Times, Time Magazine, Real Simple and MSNBC *** Host Farnoosh Torabi is an award-winning financial strategist, TV host and bestselling author. Her newest book is entitled A Healthy State of Panic. With over 30 million downloads and multiple Webby wins, So Money is dedicated to sharing inspiring money strategies and stories straight from today's financial leaders, bestselling authors and entrepreneurs. One day, hear an intimate money conversation with ...
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A podcast about how to build a career in filmmaking. No Film School shares the latest opportunities and trends for anyone working in film and TV. We break news on cameras, lighting, and apps. We interview leaders in screenwriting, directing, cinematography, editing, and producing. And we answer your questions! We are dedicated to sharing knowledge with filmmakers around the globe, “no film school” required.
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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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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.
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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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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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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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1
Tiingo Investing: How to Create a Better Investment and Retirement Portfolio
Rishi Singh, Tiingo.com
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 ...
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Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
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A podcast by 9Marks, with Alex Duke, Sam Emadi & Jim Hamilton.
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I finished my Roth conversions several years ago. I was pleased, and congratulated myself for my financial savvy! But now Older Me is telling Younger Me that maybe I was not as smart as I thought I was! If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…
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51
1698: Backdoor Roth IRAs, Why Credit Cards Matter & Best Money Tools for Kids
27:23
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Today’s show: The benefits of credit cards, recommended stock portfolio allocations and resources for helping kids learn about money. Plus: How to execute a rollover or backdoor Roth IRA? (Questions are an encore from April 19)
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When your child makes a little money, the IRS will view the cash in their wallet as “earned income.” But for once, this isn’t a tax headache. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, talks about how these small paydays will create an opportunity for you to teach your child about investing. And they’ll create an op…
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1
Advanced Roth IRA Strategies: Backdoor to Mega Backdoor Strategies
16:58
16:58
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In this episode of the Last Paycheck Podcast, hosts and financial planners Archie and Rob Hoxton dive deep into the world of Roth IRAs and 401(k) plans, exploring the benefits and strategies for building your Roth tax bucket. The discussion tackles the incredible story of Peter Thiel purportedly amassing $5 billion within a Roth IRA. Archie and Rob…
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Interview with Jeff Altman President of Altman Advisory Group-Roth IRA, 401K and IRA’s
21:43
21:43
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I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the Viet Nam war and devote time to helping other vet’s in …
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When your heirs inherit a Roth IRA, they are not required to take distributions, which allows the account to continue growing tax-free for up to ten years. This flexibility can be a significant financial boon, especially if your heirs are in their prime earning years and want to defer withdrawals until they are in a lower tax bracket. The question …
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1
COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
1:21:28
1:21:28
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Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to WEP to answer part 2…
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The Burden of Unpaid Work, Ramping Up Your Reps & Roth IRAs; Plus ‘A Family Affair’ Screenwriter Carrie Solomon
1:13:28
1:13:28
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At what point should you get paid for the work you do to develop a project? What types of conversations should you be having with your agent? How can you show up confidently for potential projects, even though you’re feeling utterly afraid? In today’s episode, No Film School’s GG Hawkins, Jason Hellerman, and guest Carrie Solomon discuss: Smart way…
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1
Strategies for Withdrawing Money from a Roth IRA
6:43
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Mike Riedmiller discusses the potential expiration of the Trump tax cuts and the impact on Roth IRAs. Mike shares his strategy for withdrawing money from a Roth IRA if necessary and talks about the importance of tax planning in retirement. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementrad…
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1
The Backdoor Roth IRA: 2 Things You Need to Know, Ep #8
16:32
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A Backdoor Roth allows you to create tax-free growth on some of your excess savings. It gets a lot of attention because it feels like you’re doing something wrong (you’re not, we promise). So what do you need to know about the Backdoor Roth IRA? What errors do we commonly see? The Backdoor Roth is a fantastic tool. And while converting money into a…
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1
1 Kings 10: On the Queen of Sheba Losing Her Breath at Solomon’s Blessed Reign and Burgeoning Roth IRA (Bible Talk, Ep. 121)
When the Queen of Sheba shows up, Solomon’s reign takes her breath away. His people are blessed, his coffers are full, and she seems to trust the Lord. But is this the beginning of the end? Alex Duke chats with Jim Hamilton and Sam Emadi about 1 Kings 10. Graphic: Seaport with the Embarkation of the Queen of Sheba, Claude, (1648) ***** Subscribe an…
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1
1 Kings 10: On the Queen of Sheba Losing Her Breath at Solomon’s Blessed Reign and Burgeoning Roth IRA (Ep. 121)
30:41
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When the Queen of Sheba shows up, Solomon’s reign takes her breath away. His people are blessed, his coffers are full, and she seems to trust the Lord. But is this the beginning of the end? Alex Duke chats with Jim Hamilton and Sam Emadi about 1 Kings 10.By 9Marks
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28. How Investors Can Earn Better Investment Returns with Ashby Daniels
42:12
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Better investment returns (we all want them). Today we're discussing how to be a more successful long-term investor and I'm joined by Ashby Daniels, a financial planner and the mastermind behind Money Visuals. Money Visuals is Ashby's creative outlet where he shares wisdom and timeless ideas for long-term investors. We can learn many important less…
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Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
51:59
51:59
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Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks’ $10 million worth of farm land? Is Terry on track for retirement? That’s today on Your Money, Your Wealth® podcast 487 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, should Fred and Wilma use their 401(k) money for living e…
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Mike Riedmiller explains the importance of financial security in retirement and the freedom it provides. He also explains different goals and choices people have in retirement, such as traveling, volunteering, and spoiling grandchildren and how to put a retirement plan together to support specific goals. To schedule your complimentary portfolio rev…
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I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it? 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://art19.com/pri…
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1
Ali Davidson: How to Overcome the Legacy of Betrayal
35:56
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Ali Davidson is international best-selling author, transformational coach, international speaker, and dynamic presenter. She believes that our experiences, good or bad, are our opportunities to expand into our true nature. With her 25 years of skill, personal experience, work with clients, and intuitive wisdom Ali has developed a philosophy that in…
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Gloria “Grace” Rand: How L.O.V.E. Creates a Thriving Business
31:48
31:48
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Gloria “Grace” Rand is a Holistic Business Guide and Bestselling Author of “Live. Love. Engage. – How to stop doubting yourself and start being yourself.” Known as the Light Messenger, Grace leverages 15 years of online marketing experience with energy healing to help female entrepreneurs attract clients with confidence and clarity. Learn more at: …
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Walter Zajac: How to Find Self-Love and Fulfillment
33:38
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Walter Zajac is a highly-respected psychic medium, NLP practitioner, Reiki Master, and author. Walter overcame childhood abandonment and abuse, and found self love and empowerment, by helping others and using gratitude. Walter believes we are on earth to overcome challenges, experience contrast, to love, be happy, and to have fun! Learn more at: ht…
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1699: Affording the Pursuit of Pleasure in Paris with Gylnnis MacNicol
41:35
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Today we have the singular Glynnis MacNicol, journalist, memoirist and author of the new book, I'm Mostly Here to Enjoy Myself: One Woman's Pursuit of Pleasure in Paris. We explore what it means to be a woman untethered, single, child-free and a quest to have fun -- for fun's sake. Gylnnis' memoir takes place during the summer of 2021, as she ventu…
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Interview with Noëlle Fueter Author of The Animal Code
26:34
26:34
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Noëlle has been a former financial trustee for over 15 years turned trustee of the heart. She helps people to self-connect on a deeper level in order to uplift their relationships with others and step into their path of purpose. She’s a visionary, energetic healer, philanthropist, small business owner, and animal & nature lover, who believes that g…
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Navigating Social Security: Listener Questions Answered
35:51
35:51
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In this episode of the Big Picture Retirement podcast, we dive into listener questions about Social Security, tackling a wide range of scenarios to help you navigate the complexities of your benefits. Lois asks about the earnings limit for survivor benefits versus other benefits for someone born in 1955. She’s been told she must repay two months of…
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1
Grand Rounds - 6 Principles of Investing with Curtis May
19:18
19:18
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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Curtis May with Practical Wealth Solutions joins us today to talk about his 6 Princip…
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1
When It’s Time to Focus on Investing Instead of Paying Off Debt
13:25
13:25
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Hear different perspectives on how to pay off debt — and when to stop paying off debt to focus on investing your money. When should you prioritize investing over paying off debt? What are different debt payoff methods to help you become debt-free? Hosts Sean Pyles and Elizabeth Ayoola and NerdWallet debt writer Tiffany Curtis answer a listener’s qu…
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Dream of trading in your briefcase for a backpack? This episode explores the world of Early Retirement, diving into financial strategies and lifestyle hacks to help you maximize your life and happiness after leaving the workforce. Join us as we unpack the realities of early retirement and answer the question: is financial freedom the key to a fulfi…
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Grand Rounds - Practical Tips When Buying a Home with Preston Crouse
16:42
16:42
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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Preston Crouse joins us today to talk about his experience buying a home and to give …
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1
Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
1:32:52
1:32:52
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Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Geor…
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Buckle up for a deep dive into the current market climate! This episode features Mike Binger, President of Gradient Investments, who breaks down recent trends and offers expert insights on where your money should be headed. Don't miss this chance to get ahead of the curve to help you make informed financial decisions.…
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On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.By Michael Mcguire
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In this episode of Paladin Financial Talk, we provide listeners with tips and techniques for planning nutritious and delicious meals on a tight budget as well as staying fit without expensive gym memberships and more!By the Paladin Financial Team
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Mortgage Minute - What If You Can't Be Present at Closing on Your New Home Purchase?
5:30
5:30
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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. You have a couple options if you cannot be present at the scheduled time for closing.…
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We can’t do much to prevent investment losses. But we have choices after an investment setback. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains tax-loss harvesting in this episode. He compares tax-loss harvesting to a famous incident from the 1500s, and discusses how the strategy can help us to salvage tax savin…
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Real Estate Opportunities in Today’s Market with Capital Fund
45:38
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This webinar explores real estate opportunities in today’s market with insights from Capital Fund. Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market. To Lea…
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the potential impacts of the upcoming presidential election on individual retirement accounts and the proposed policies of both candidates.By Adam Bergman
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Discover how risky investment behaviors can jeopardize your financial well-being. Douglas Goldstein shares an eye-opening analogy to highlight the importance of risk assessment and diversification in protecting your portfolio. Learn valuable strategies to avoid common pitfalls and make informed decisions. Key Takeaways: Understand the importance of…
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Mailbag: How Should I Prioritize Newfound Wealth?
11:39
11:39
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Are you ready to take control of your financial future? In today’s podcast, Alan and Troy dive into listener questions about retirement planning, like what to do about your old 401(k) or how to handle a sudden influx of money. While each of these are “good” problems to have, you still want to be strategic about your next steps. Alan and Troy stress…
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Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later on. In this episode, we’ll cover the key aspects of college financial plann…
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Navigate All Facets of Comedy With 'The Office' & 'Abbott Elementary' Director Ken Whittingham
1:10:57
1:10:57
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Ken Whittingham has directed shows we all know and love such as, The Office, 30 Rock, and Parks and Recreation. More recently, he has worked on the TV comedy, Abbot Elementary, which uses a mockumentary production style, similar to The Office. While Ken is an award-winning director with over 25 years of experience, he believes in the power of teamw…
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A Physician’s Guide to Wealth - Financial Wellness 101: What's your money love language?
13:03
13:03
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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter delves into the personal side of financial decision-making by exploring …
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Boost Your Career and Income Prospects with Expert LinkedIn Tips
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Learn how to optimize your LinkedIn profile to enhance your job and income prospects with tips from LinkedIn’s Andrew McCaskill. What are recruiters looking for on LinkedIn? What’s the best way to optimize your LinkedIn profile? Hosts Sean Pyles and Alana Benson discuss LinkedIn optimization and professional growth to help you understand how to lev…
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#108 – Retirement planning chat with "real" people, Ali & Alison Walker
1:38:27
1:38:27
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Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retiremen…
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According to a recent study, nearly a quarter (24%) of 55-year-olds expect to need financial support from family in retirement . Is Gen X going to have to move in to live with their parents or kids in order to be able to retire?By Dan Wendol
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I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art…
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Interview with Bradley Hamner Creator & Founder of BlueprintOS
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Bradley is a Business Growth Coach. certified Value Builder, creator of The Rainmaker to Architect Assessment, and host of the Above The Business Podcast. Each week, he shows other entrepreneurs & business owners how to install the systems, processes, and routines their business needs to grow and scale. The ultimate outcome? Business owners have a …
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Interview with Jeff Altman President of Altman Advisory Group – Legacy Planning
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21:41
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I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the Vietnam War and devote time to helping other vets in ne…
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Is it possible to be HAPPY spending money in retirement?
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In this week's episode, we'll discuss if it's even possible to be happy and enjoy spending money in retirement. How much of your income will Social Security REALLY replace? What is true INcome and what is IFcome? What does it mean to underlive your retirement? Isn't it time to get answers to the tough retirement questions now? Join Certified Financ…
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