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Welcome to Trendy, the new weekly show from Tortoise. Britain’s top pollster, Sir John Curtice, and former Downing Street advisor, Rachel Wolf, explore the key political, social and economic trends that help shape what voters think and what politicians do. Over the next six weeks Trendy will be your essential guide to making sense of all the numbers and data that are shaping the election campaign. New episodes drop every Thursday. Follow the feed today to make sure you don't miss an episode. ...
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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A Social Advisors podcast focused on giving you tips on how to use direct messaging techniques to find prospects and create business relationships through social media messenger platforms. We focus on LinkedIn however these techniques can be applied to any social media outlet. At Social Advisors we help Financial Advisors grow their target network and increase sales with LinkedIn. You can visit our website at: https://social-advisors.com/ Subscribe to our Youtube Channel here: https://www.yo ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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A Vitiligo Support, Education and Awareness Network.
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Live freely! Prashant Sabapathi 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 inc ...
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests 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. For more informatio ...
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Who we are: We are a collaborative of bioethics scholars interested in creating a more inclusive space to explore topics relevant to bioethics and the medical humanities while advancing equity and social change/restitution. Although we found our shared interests through our membership in the American Society for Bioethics and Humanities Race Affinity Group, we are independent of ASBH and any other organization. The views expressed in this podcast are our own and the speakers and do not repre ...
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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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ABOUT THE PODCAST Krist Talks is about me and your stories! Join host Kristian and guests for thought-provoking ideas, experiences, and advices on lifestyle, financial, society and culture. ABOUT THE HOST Kristian Genove Valencia is a Filipino from the Philippines. He graduated Chemistry in Adamson University and Master of Business Administration (MBA) in De La Salle Lipa. He is a model, content creator and streamer, and financial advisor. SOCIAL MEDIA Follow me @markthehush on Instagram and ...
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At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, wh ...
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Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
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Are you curious about monetizing and leveraging your social presence? The use of social media as a marketing tool has become increasingly important to businesses, including the real estate industry. In episode 6 of The MerrickDamon Show, we link with Tyler O’Brien, a top Social Media Advisor, Model and Influencer. Merrick and Tyler discuss social media and its importance in the real estate world. A wide variety of topics are brought up from Facebook to lead generations, and a lot more! If yo ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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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 Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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The Other 80 podcast — brought to you by Claudia Williams at UC Berkeley School of Public Health — hosts real, honest dialogue about the things that help keep people healthy beyond traditional medical care, like housing, social connections and food, and the cutting edge policies, research and programs supporting whole person health. Join former White House advisor, entrepreneur and host Claudia Williams for deep conversations with the innovators, implementers, researchers and policymakers br ...
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There are many elements in our lives that affect our well-being and there are many ways that we can explore them. One avenue to optimal self-care is having open, honest conversations about what it means to be well. Navigate love and relationships, purpose and meaning, mental health and wellness, success and failure, and all of those things that make us human with Whitney Lauritsen on This Might Get Uncomfortable. Whitney has over 13 years of professional experience in the health, wellness, a ...
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Deputy Secretary, NSW Department of Education, speaker, author Mission Control: How Nonprofits & Governments Can Focus, Achieve More and Change the World. Former nonprofit & social sector strategic advisor & NYU lecturer. All about helping leaders change the world.
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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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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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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Legal Marketing Minutes with Nancy Myrland
Nancy Myrland, Legal Marketing and Business Development Advisor
Legal Marketing Minutes, hosted by Legal Marketing Professional Nancy Myrland, contains short bursts of current marketing, business development, content, social and digital media news and advice for lawyers, legal marketers, and law firms. Nancy's goal is always to help you grow your practice by making the complex simple. Your time is valuable, so let's get started.
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Todd Eppert is a certified Business Coach, Executive Coach, and Exit Planning Advisor with FocalPoint Coaching. His goal is to help you work on your business instead of in it.
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Brooke Talks America Host “Brooke Says” is a conservative Activist, patriot, writer, publisher, and advisor and subject matter expert on social and cultural matters. Brooke Says advises her local Republican leadership on social and cultural conflicts affecting our country right now. She understands, as Andrew Breitbart assessed, that ‘politics is downstream from culture’, and that in order to win the battle for the soul of America and preserve Liberty, you need to fight as hard and ruthlessl ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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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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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, stock market news and analysis, and discussion around many of the stories and decisions facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your financial situation (with the occasional dad joke). Learn more at TheInvestedDads.com
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Welcome to the Wealthy HOMES Podcast with Connor Bauserman, ChFC® from Preferred Financial Group, LLC. In this podcast, we help young Michigan families manage their finances, and create wealth. We cover everything from personal budgets, to investments, to insurance, and everything in between. Be a fly on the wall during conversations from not only an independent financial advisor, but other financial professionals from around Michigan. What’s the goal? To give you relevant and actionable fin ...
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On Inspired Living Radio, Marc Lainhart, along with his special guests, will explore thought-provoking topics and ideas that promote creativity, self-help, healing, happiness, and well-being to inspire you on your spiritual journey. Marc will discuss different paths to achieving a more spiritual, balanced, happy and healthy lifestyle. Topics will elevate consciousness and range from metaphysics to the human and social experience and all things spiritual. Welcome to an “Inspired” community th ...
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Gerald, Chad, and Grant Simon 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 ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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5 Reasons to Take Social Security Immediately at 62
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Top Retirement News Stories and Retirement Regrets to Avoid
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On this edition of Plan Today Own Tomorrow we go over top retirement news stories making headlines. Hindsight is 20-20 so we will also talk about retirement regrets and how to avoid them. Big retirement planning concerns are out there and are you ready for them? If you have any questions concerning your own retirement call Guardian Investment Advis…
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Top Retirement Related News Stories this Week, Including Some Retirement Regrets
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On this week's show we will discuss some of the top stories out there that pertain to retirement and retirement planning. We will also take a look in the rearview mirror when it comes to planning regrets. If you have any questions or concerns regarding your own retirement call Elite Income Advisors 800-653-8404 or click here to visit our website. R…
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This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Ins…
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Do I Actually Need a Trust as a Federal Employee?
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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1
#115 5 Must-Have Videos for Financial Advisor Websites
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As a financial advisor, have you wondered what are some must-have videos on your website? In Episode 115, Stephen and Kevin dive into how to bring your website to life. They discuss the difference between DIY and studio video quality and 5 specific reasons why you should have videos on your website. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli…
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Joe Murphy discusses the five critical pillars of retirement planning.
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In this episode of Wealth Health Radio, Joe Murphy discusses the five critical pillars of retirement planning. The first pillar is income, which is essential for maintaining the desired lifestyle in retirement. Joe emphasizes the importance of diversifying income streams to mitigate risks. The second pillar is expense management, which involves und…
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In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning. He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation. Fred also explores different strategies for generating in…
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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals.
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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim So…
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ADHD updates and a new travel chapter
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Whitney opens up about her recent experience with ADHD management, including adjusting her medication with the help of her psychiatrist. She talks about the challenges, such as dealing with dysphraxia and the emotional impacts of feeling different. Whitney also shares her decision to buy a camper van for her upcoming annual road trip, detailing the…
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Even in election years, the question remains, do elections have a big impact on your money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pr…
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J.D. Vance and the Future of the Right w/Oren Cass, Marshall Kosloff, & Jon Askonas
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Trump’s pick of J.D. Vance as his running mate is seen by many as the culmination of a years-long realignment of Republican and conservative politics—away from trickle-down economics toward a more populist, worker-oriented direction. While the pick ushered in a flood of reactions and think pieces, it’s unclear at this stage what Vance’s impact woul…
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From Butlins to Barcelona: how Brits holiday
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Millions of us heading off on holiday across the UK and the rest of the world in the next few weeks. John and Rachel take a closer look at where we go on holiday, how this has changed and the impact it has on local residents and the environment. Hosts: John Curtice and Rachel Wolf To find out more about Tortoise: - Download the Tortoise app - for a…
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The Financial Challenges Following The Death of a Spouse
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One of the most challenging things anyone can face, both emotionally and financially, is the death of a spouse. Many widows are left without a partner who they’ve relied on for many years, and it’s incredibly difficult to navigate. While it can be hard to talk about, proper planning in advance can make the transition a little bit easier and take so…
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Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager
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We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…
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Somebody is trying to convince me to use a large chunk of my retirement savings on an annuity. Does this make sense? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listene…
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Many in retirement like to keep a decent chunk of change in their checking & savings accounts at the bank. Others like to have physical cash on hand. How much is too much or too little? Is there a proper amount to keep handy for financial emergencies in retirement?By Dan Wendol
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In this episode, I talk about your motivations and how you make decision regarding your retirement income.By guaranteedretirementguy
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What is my RMD Age For The TSP? (Required Minimum Distribution)
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Entrepreneurial Journey: How Kelly Settle Transformed from Social Worker to Successful Commercial Photographer
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In this episode, we sit down with Kelly Settle, the owner of Kelly Ann Photography, to discuss her entrepreneurial journey. Kelly shares how she transitioned from a career in social work to becoming a successful commercial photographer, highlighting the lessons she's learned along the way. From adapting to industry changes like the shift from film …
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A Small Business Owner's Journey: Jeffrey G. Myers on Balancing Culture, Mental Health, and Succession Planning
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In this episode, Todd sits down with Jeffrey G. Myers, CEO and owner of DS Architecture, to discuss his entrepreneurial journey. Jeffrey shares his experiences transitioning from a large corporate firm to a small business, the importance of company culture and work-life balance, and his personal struggles with mental health. He also provides insigh…
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The Crisis in Affordable Housing with Jeff Olivet
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The US is living through an affordable housing crisis - in fact, we are short millions and millions of affordable housing units. During the pandemic, homelessness flattened with an influx of resources to help keep people housed. But, those resources have long expired and now we are seeing an uptick in homelessness across the country. Jeff Olivet, t…
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Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. …
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Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
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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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Retirement and Planning for a Changing Interest Rate Environment
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Ken Tumolo and Nick Tumolo discuss the Federal Reserve's decision on interest rate cuts and the potential impact on the economy. They emphasize the importance of making the right decision based on economic goals rather than political considerations. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son N…
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Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practi…
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The 5 Secrets The Happiest FERS Retirees Know
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Current Market Pulse with Nate Baumann from LVZ, Inc.
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Podcast Summary: Interview with Nate Baumann from LVZ Investment Management In this episode of the Wealthy HOMES Podcast, I had the pleasure of chatting with Nate Baumann from LVZ Investment Management. Nate brought his insights and expertise to give us a comprehensive look at the current financial landscape, with a focus on several key areas that …
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Mastering Protection Sales with Matt Chapman (The Protection Coach)
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Considering adding protection sales to your brokerages offering? In this episode of NRG Insights, Marcus Nanson chats with Matt Chapman, the multi-award-winning Protection Coach and host of the #LetsTalkIP podcast. Matt Chapman is a renowned protection coach with extensive experience working with the UK's largest brokerages, smaller firms, and high…
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Now that we're in our early 50s and already retired, I want to make sure we are well diversified without over complicating things. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more…
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What am I missing or where can I improve as I look to solidify my longterm retirement game plan? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our priva…
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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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Finding the Right Financial Advisor: Your Perfect Match
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Coming up on this edition of Retire Smart Maryland, How can you find a financial advisor? And not just any financial advisor, but find the right financial advisor who's a good fit for you. We're going to walk you through the steps to make sure you're doing just that. If you have any questions about your retirement scenario call Elite Income Advisor…
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As I chat with family and friends, I'm beginning to wonder if we should be looking to hire a financial advisor. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener dat…
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How to Take Early TSP Withdrawals Without Penalty
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also …
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n this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics including the market update, the Trump assassination attempt, and the appointment of JD Vance as Trump's VP. They ...
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In this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics including the market update, the Trump assassination attempt, and the appointment of JD Vance as Trump's VP. They also delve into the concept of speculative bubbles, using examples from history such as the dot-com bubble and the housing bubble. Joe warns list…
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(Best of) Kevin Brucher discusses low-risk investments for boosting income and profitability in retirement.
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In this episode of Cruising Through Retirement, Kevin Brucher discusses low-risk investments for boosting income and profitability in retirement. He emphasizes the importance of managing risk and making rational decisions in volatile markets. Kevin explores the benefits and risks of real estate investments, including rental properties and real esta…
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Episode 37: Tea Gardens to Technology; Lokesh Sikaria is Transforming Venture Capital in Sacramento
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Imagine moving across the world at 18, adapting to a new culture, and later becoming a major force in a thriving business sector. That's the incredible journey of Lokesh Sikaria, the founder and general partner of Moneta Ventures. From his humble beginnings in Assam, India, influenced by his father's entrepreneurial spirit, to his current mission o…
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Today’s limits on lifetime estate and gifts tax exemption don’t expire until 2026, but there might be reasons to revisit your plan sooner than that. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.…
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With the Republican party convention in full swing, John and Rachel are joined by Professor Christopher Carman to discuss how political parties in the US have changed. Guest: Professor Christopher Carman, University of Glasgow Hosts: John Curtice and Rachel Wolf To find out more about Tortoise: - Download the Tortoise app - for a listening experien…
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Mailbag: How Should I Prioritize Newfound Wealth?
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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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5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
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Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers. These forced withdrawals can be a burden for those who don't need (or want) the taxable income. Since they are “required,” many assume that they don't have any control over their RMDs. But that’s not necessarily the case. In fact, one of the 5 strategies I'm sharing w…
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Husband Passed, Should I Pay Off Mortgage?
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My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about liste…
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The Power of the Success Sequence & Avoiding Poverty
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For the full transcript, show notes, and resources, visit theinvesteddads.com/216 Have episode ideas? Have a question? Send us a text! Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple PodcastsBy Josh Robb & Austin Wilson
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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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Social Security is an Annuity and what to do when you lose it
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What happens when you lose your Social Security benefit? I'm talking about when your spouse dies and you need a way to bridge the gap of income lost. Let's talk about annuities.By guaranteedretirementguy
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