Roth IRAs Podcasts

Roth IRAs public

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1
Retirement Planning Education, with Andy Panko

Andy Panko

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5d ago5d 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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Your Money, Your Wealth

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

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7d ago0w 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
MoneyWatch with Jill Schlesinger

CBS News

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7m ago7m 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 ...

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Jones Financial Talk

Nick Jones

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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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Ready-Aim-Retire

Rob Kirvan

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3d ago3d ago

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The Bull and Bear Show

Michael McGuire

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3d ago3d ago

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1
NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

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12h ago12h 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 ...

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Adam Talks

Adam Bergman

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5d ago5d ago

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

1
The Atomic Retirement

Ryan Kilkenny

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1M ago4w 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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The Retirement Blueprint

Grant Dorhout

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6d ago6d 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
Retire Ready with Kyle Hammerschmidt

Kyle Hammerschmidt

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6d ago6d 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.

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Your Life Simplified: A Financial & Wealth Management Podcast

Mariner

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19d ago2w 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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Directed IRA Podcast

Mat Sorensen and Mark Kohler

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4d ago4d 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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Dolphin Financial Radio

Dan Wendol

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5d ago5d ago

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Retirement Coach's Corner

Alan Mercurio & Troy Bolton

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1M ago5w 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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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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3d ago3d 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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Financial Residency

Financial Residency Network

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20h ago20h 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 ...

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Money Girl

QuickAndDirtyTips.com

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4d ago4d 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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Paladin Financial Talk

Jeff Foley

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3d ago3d 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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5d ago5d 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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Retirement Paradise

Greg Gunther

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3M ago12w ago

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1
The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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5d ago5d 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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Retirement Keys

Anthony Cangemi

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9d ago1w ago

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Smart Money

Kevin Richards

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2y ago2y ago

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Retire At Peace

Gerald G Ginwright

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5M ago20w ago

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Financially Fit Radio

Cory Sickles

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1d ago1d ago

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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 ...

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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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First Security Financial Show

David and John Compton

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5y ago5y ago

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1
Conversations Archive - 9Marks

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5h ago5h ago

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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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The Rob Berger Show

Rob Berger

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8d ago1w 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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23h ago23h 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.

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Wealth & Wisdom with Michael Loftus

Michael Loftus

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4M ago19w 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 ...

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

Scott Sierens

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12d 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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Rich Habits Podcast

Austin Hankwitz and Robert Croak

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11h ago11h ago

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Introducing the Rich Habits Podcast — a financial literacy podcast for anyone ready to take back control of their money by implementing new habits. Join Robert Croak and Austin Hankwitz every Monday and Thursday as they demystify the financial habits of the rich, share their own mistakes and shortcomings, and lay out the blueprint for you to succeed with money. Robert is a decamillionaire with 30+ years of business experience and $200M+ of company exits under his belt, while Austin is an ent ...

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Wealth Health Radio with Joe Murphy

Joe Murphy

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3d ago3d 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 ...

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Last Paycheck

Archie and Rob Hoxton

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6d ago6d 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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Physician Cents

Chad Chubb, Tyler Olson

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12d 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.

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Smart Retirement Strategies with Mike Riedmiller

Mike Riedmiller

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7d ago0w ago

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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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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 ...

1
Retiring With Enough

Dr. Peter Guidry, CRPC™, LLC

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7d ago0w 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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Melanin Money Show

Melanin Money Media

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1d ago1d ago

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The Melanin Money Show is the official destination for aspiring Melanin Millionaires. You’ll learn Entrepreneurship, Wealth building and Personal Finance insights to take your money and life to the next level.

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Gen X Wealth Academy with Phil Telpner

Phil Telpner

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1y ago1y ago

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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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Cover Your Assets KC Podcast

David Dickens

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5d ago5d ago

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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.

show series

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

1h 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

1h 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…

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How To Create A Million Dollar Roth IRA ( Tax Free Living) 14:25

7h ago14:25

14:25

What if I told you that you can become a millionaire without paying a single dime in taxes? Sounds too good to be true? Think again! In the latest episode o"Tax-Free Living", I dive deep into the world of Roth IRAs and how this financial tool can help you build a tax-free nest egg worth a million dollars. Le't's dive into : Flexibility with Roth IR…

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Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). 52:16

3d ago52:16

52:16

In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a R…

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Mailbag: Roth IRAs and 401(k)s 19:18

5d ago19:18

19:18

When it comes to your investments, there are a lot of avenues you can take. How can you know you’re taking the best one for you? David answers three questions from listeners who are asking about accounting for taxes in retirement, putting money in a 401(k) or elsewhere, and managing an inherited IRA. Here’s some of what we discuss in this episode: …

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Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431 1:39:11

10d ago1:39:11

1:39:11

Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings test …

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RBS 149: 12 Things You Must Know About A Backdoor Roth IRA (Including If It's Worth The Hassle) 19:26

13d ago19:26

19:26

Today we take a deep dive into a Backdoor Roth IRA. This strategy enables high-income earners to get money into a Roth IRA. We'll walk through what you need to know, and crunch some numbers to see if a Backdoor Roth IRA is worth the hassle. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

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On Shame, with Esther Liu (Counseling Talk, Ep. 12)

3h ago

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In this episode of Counseling Talk, Deepak, Hayley, and Garrett interview Esther Liu about shame and how pastors and counselors can view shame in the light of Scripture and the gospel. Related Resources Shame Interrupted: How God Lifts the Pain of Worthlessness and Rejection by Ed Welch Shame: Being Known and Loved by Esther Liu The post On Shame, …

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79: 3 Additional Ways to Generate Passive Income (2024) 37:33

4h ago37:33

37:33

⭐️ Join the ⁠Rich Habits Network⁠ before September 1st to lock in your price! --- In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share three additional ways to generate yield inside of your portfolio -- especially as the Fed is now expected to begin cutting rates. --- ⭐️ Open an account with ⁠Frec⁠ to begin direct inde…

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Grand Rounds - Bring innovators, investors and consultants together with Dr. Niki Kennedy of Arbor Hive 18:28

3h ago18:28

18:28

Dr. Niki Kennedy started out as a biomedical engineer, but then became a vascular surgeon. Her passion is bringing people together to advance medical technology and make healthcare better. She founded Arbor Hive, which is a network of physicians, allied health professionals, business owners, investors, engineers and others who come together to make…

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Reduce Financial Anxiety Now: Actionable Tips from a Live Planning Session (Video Episode) 38:16

1h ago38:16

38:16

A CFP helps a listener turn financial anxiety into actionable steps for budgeting, investing, and achieving financial peace of mind. How can you be more comfortable spending money? What are strategies for combating financial anxiety? Host Sean Pyles sits in on a live financial planning session where Magda Doemeny, a certified financial planner from…

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How To Retire In 8 Years ! ( Tax Free Living) 10:56

1h ago10:56

10:56

Join us on our next Challenge here : ✅ https://class.melaninmoney.com/?el=video1 Do you ever feel like you're falling behind on your retirement savings? What if we told you it's possible to build a million-dollar retirement portfolio in less than eight years—and make it 100% tax-free? In today's episode, Carter shares a powerful strategy that trans…

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How to Make Your Money Last

1h ago

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In this episode, we'll dive deep into strategies for making your retirement savings last a lifetime. Discover how to set realistic spending goals, optimize investment portfolios, and navigate potential market fluctuations. We'll also discuss the importance of creating a sustainable income stream and exploring alternative retirement options.…

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Mortgage Minute - The Ultimate Guide to BMO's Rate Modification: Cost-Effective Solutions for Your Mortgage 7:59

1d ago7:59

7:59

Welcome to this episode of Mortgage Minute with Doug Crouse! Today, we dive into BMO's Rate Modification Program, a cost-effective alternative to traditional refinancing. Learn how you can save money by modifying your loan rate without incurring the high costs of a new appraisal, title work, and lender fees. Discover the benefits of a flat fee stru…

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Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434 1:08:36

1h ago1:08:36

1:08:36

Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d rec…

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Life After Work

5h ago

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In this episode, discover essential strategies to ensure a comfortable and fulfilling life after work. From calculating your retirement savings needs to diversifying your investments, we'll provide actionable insights to help you achieve your financial goals.By Rob Kirvan

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Menopause Madness

3h ago

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In this episode of Paladin Financial Talk, Nikki Foley welcomes guest Sara Larson to the show. Using her extensive knowledge and a little humor, Sara will guide us through this crazy thing called menopause with knowledge, advocacy, and intention. Listeners will walk away with a better understanding of their power and how menopause affects financial…

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Preparing Your Finances for Fall

5h ago

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As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.By Michael Mcguire

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Joe Murphy discusses the seven habits of highly effective people and retirement readiness. 51:43

2h ago51:43

51:43

Joe Murphy discusses the seven habits of highly effective people and retirement readiness. They emphasize the importance of accurate information and planning for retirement, using tools like calculators and budgeting. They also discuss the timeless wisdom found in self-help books and the value of gaining knowledge and perspective. The conversation …

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Mortgage Minute - Refinancing: Does It Make Sense 5:43

18h ago5:43

5:43

In this episode of the Mortgage Minute, host Doug Crouse from BMO Bank discusses the potential upcoming rate cuts by the Fed and the impact on refinancing decisions. Doug warns against hasty refinancing based on lender hype and emphasizes the importance of evaluating if refinancing truly benefits you. He advises considering factors like loan size, …

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How Kids & Grandkids Influence YOUR Retirement Planning (Part 1) 17:51

1d ago17:51

17:51

Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balanc…

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Episode 452 - Finally! Final RMD Regulations 17:16

11h ago17:16

17:16

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the recently regulations about required minimum distributions (RMDs) and the difference between eligible and non-eligible beneficiaries.By Adam Bergman

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How long are people living today and how do bull and bear markets impact your retirement plan 15:48

3h ago15:48

15:48

In this week's episode, we'll explore the facts about longevity and how you need to plan for living longer than you think. What are the top 8 factors that help with longevity? What is the difference between a bear market and a bull market? How do bears and bulls impact your plan? Isn't it time to get answers to the tough retirement questions now? J…

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Best Retirement Options for Freelancers in 2024 28:46

1h ago28:46

28:46

In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you. Mat and Mark dive into the unique opportunities av…

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6 Ways To Grow Your Business WITHOUT Scamming! | Episode 160 29:36

1h ago29:36

29:36

Join us on our next Challenge here : ✅ https://class.melaninmoney.com/?el=video1 If you want to grow your business, this is the episode for you! Whether you're an entrepreneur, business owner, or simply looking to elevate your business acumen, this episode is packed with actionable advice to help you achieve lasting success! We’re going to dive int…

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Q&A: Retirement Investing for High Earners, the 1% Rule, & the Dow Jones Industrial Average 32:06

2h ago32:06

32:06

⭐ Join the Rich Habits Network! ⁠Click Here!⁠ --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- 👉 Public is your one-stop-shop for all things investing! Crypto, bonds, T-bills, stocks, and more. Be sure to sign up at ⁠⁠Public.com/richhabits⁠⁠ --- 👉 Join 45,000+ other investors and sub…

1
Are Target-Date Maturity Funds Right for Your Retirement Plan? 27:17

2h ago27:17

27:17

When it comes to planning for retirement, many people turn to target-date maturity funds for their set-it-and-forget-it appeal. In fact, if you have a 401k or an IRA rollover, chances are you have a target-date maturity fund. These are designed to automatically adjust your investment mix as you approach retirement, gradually shifting from a higher …

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Coffee & Contracts - Contract Diagnostics Q&A: Hiring PAs, Nurse Practitioners, and Handling Contract Transitions 11:26

16h ago11:26

11:26

Join us for a comprehensive Q&A session at Contract Diagnostics, where we address crucial questions about hiring PAs and nurse practitioners, navigating private practice contracts, and negotiating terms during transitions. Discover expert advice on salaries, benefits, and making informed decisions about your medical career. Jon invites individuals …

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Prepare for Your Pet’s End-of-Life Care: Balancing Love, Costs and Comfort 29:08

12m ago29:08

29:08

Learn how to make compassionate, informed decisions for your pet's end-of-life care, balancing costs, emotions, and love. How can you plan for end of life care for your pet? Hosts Sean Pyles and Ronita Choudhuri-Wade discuss the emotional and financial challenges of pet end-of-life care and the importance of early decision-making to help you unders…

1
Beware! Retirement Accounts at Highs

1d ago

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According to Fidelity, retirement accounts are the highest they have been since 2021. In fact, Gen X has higher balances than the Boomers! This may seem like a great thing, which it is...but watch out! Those approaching retirement with large retirement accounts should watch out for a huge pitfall known as "sequence risk."…

1
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE! 54:46

28m ago54:46

54:46

Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…

1
Money Moves in Retirement 25:03

2d ago25:03

25:03

About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain money moves in 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/…

1
Why You Shouldn't Stop 401K Contributions, Even During Tough Times 16:15

5h ago16:15

16:15

In this week's episode of the Last Paycheck Podcast, hosts Archie and Rob Hoxton talk about the alarming trend highlighted in a recent Moneywise article by Maury Bookman: 46% of middle-class workers have reduced or stopped their 401K contributions due to inflation and high prices. Exploring the broader economic backdrop, they discuss how rising liv…

1
Our Retirement Planning Process and Philosophy Part 10: EDU #2434 55:56

30m ago55:56

55:56

Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. The post Our Retirement Planning Process and Philosophy Part 10: EDU #2434 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
6 Money Moves to Make When Interest Rates Drop 11:17

27m ago11:17

11:17

Laura reviews smart money moves to improve your finances when the Fed cuts interest rates. 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 newsletter for…

1
A Physician’s Guide to Wealth - Financial Wellness 101: Goals to Ignite Your Soul 27:17

27m ago27:17

27:17

In this insightful episode of "The Life Well Lived: A Physician's Guide to Financial Wellness," host James Nutter continues his compelling Financial Wellness 101 series. Designed to help physicians take control of their finances and, by extension, their lives, this episode dives into the significance of setting a clear, value-driven vision for fina…

1
Why Experts Criticize “No Tax on Tips” and What It Means for Your Wallet 14:01

1h ago14:01

14:01

Learn why experts criticize the “no tax on tips” policy and what it could mean for non-tipped workers if tips become tax-free. Why are some experts criticizing the proposed “no tax on tips” policy? Could it really benefit tipped workers as intended? Hosts Sean Pyles and Anna Helhoski discuss the nuances of the “no tax on tips” proposals from presid…

1
Rate cuts could be coming in September, so why isn't Wall Street celebrating? 53:57

1h ago53:57

53:57

In this episode, Grant and Bill discuss that an interest rate cut could be coming in September, so why isn't Wall Street celebrating, Social Security is about to hit the breaking point, and what you don't know about probate could hurt you.By Grant Dorhout

1
7 Investment Mistakes to Avoid for a Smoother Retirement Journey 16:16

3d ago16:16

16:16

In this episode of the Retire Ready Podcast, Kyle and Kolin dive into the common investment pitfalls that can derail your retirement planning. From the risks of confusing short-term and long-term investments to the dangers of letting emotions and media hype dictate your decisions, they cover essential strategies to help you stay on track. Tune in f…

1
Alternative Investments, Annuities, and Real Estate Syndications - 491 47:54

2h ago47:54

47:54

What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poorly? And Stewart in Serra Mesa is curious whether Joe has changed his position on annuities lately, as rates have “normalized” in the past couple of years…

1
The Big Move 14:42

5h ago14:42

14:42

After relocating to a different city within the same state about 10 years ago, my wife and I are moving again. This home will be our fourth “Forever” home. It seems apparent that our residential “nesting“ decisions are not written in concrete. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.faceboo…

1
A Physician’s Guide to Wealth - Financial Wellness 101: 7 Part Meaningful Goal Setting 15:39

14h ago15:39

15:39

In this episode of "The Life Well Lived, a Physician's Guide to Wealth," host James Nutter dives into the final stages of the Financial Wellness 101 series. Over the summer, James has guided listeners through numerous areas of financial wellness, addressing key aspects such as financial vitals, free cash flows, values workshops, and time audits. No…

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