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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
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Invest smarter, master your money, live & give more
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Join Shaun Melby, CFP® as he discusses money, investments, retirement planning and how it impacts Millennials.
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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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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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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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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Modern Financial Wellness is the podcast dedicated to helping you feel better about your finances. We will explore the psychology of money and delve into the emotional aspects that shape our financial decisions and how we feel about them.
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By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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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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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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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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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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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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Weekly College football coverage and breakdown
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. Each season is released as it’s ready in weekly batches.
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Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.
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Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're deal ...
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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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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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
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Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
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Episode 483: The Financial Physician September 15, 2024
2:00:13
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How To Minimize Taxes On Your Children's Inheritance Ways To Manage Financial Stress The 50-30-20 Budget Rule My Take On The Trump-Harris Debate Are Haitian Immigrants Eating The Pets In Springfield Ohio? And Much More!!!
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In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our website: ht…
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258. Genevieve Pt. 1 "Optimizing Taxes and Increasing Savings in a High Cost of Living Area"
37:29
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Happy Friday! In today's episode, Barbara Ginty interviews Genevieve, a 30-year-old director of marketing and communications for a mental health nonprofit organization. This is the first part of the episode. Please come back next Friday for part two. In part one of this episode, Genevieve and Barb discuss... Genevieve's income with her relatively n…
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Untangling The New Required Minimum Distribution (RMD) Rules
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28:48
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Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for benefici…
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What does a CFP® Professional learn? Pt. 6 Estate Planning
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🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”. 🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠 They help unr…
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Have you ever heard of graphic medicine? Have you wondered what is the difference between a comic and a cartoon? And how is this related to your work in the clinic? In this episode of the CFP podcast, Drs Nick Pimlott and Sarah Fraser interview author Susan MacLeod about all things graphic medicine. We dive into Susan’s professional experiences in …
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Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…
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I'm 55 years old, single, and I want to retire as soon as possible. Can I do it? 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 practices vis…
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In Too Good of a Position for Retirement?
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Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://…
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EPISODE 9: TENNESSEE VS OU, WEEK 4 CFB PREVIEW, AND WEEK 3 RECAP
1:21:22
1:21:22
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Send us a text In this episode of the Monty & Murdy College Football Show, the hosts recap the thrilling week three matchups, including Oklahoma's victory over Tulane and Tennessee's dominant performance against Kent State. They discuss the surprising results from Kansas State and Missouri, and analyze Alabama's strong showing against Wisconsin. Th…
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What You Don’t Know About The Stock Market (But Should)
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"With the S&P 500 being heavily leaning on the magnificent 7 tech stocks, would you still consider it well diversified?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Su…
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Thriving as a Highly Sensitive Entrepreneur with Bianca Wilson
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Thriving as a Highly Sensitive Entrepreneur with Bianca Wilson In this episode of 'Highly Sensitive Money,' I welcome Bianca Wilson, a former client and a highly sensitive person, to discuss her journey to financial transformation. Bianca, an emotional freedom technique practitioner and mindful communication facilitator, shares how her sensitivity …
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Unlock Your Best Benefits: Open Enrollment Essentials
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🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about: ✅ Long-term disability & care insurance 📋 ✅ L…
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E237: Navigating Your Child’s Transition to Independence – Key Considerations for Parents
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As your child becomes independent, there are a multitude of factors to consider. From health care access and insurance coverage to tax strategies and estate planning, it’s a significant transition for both you and your child. By proactively addressing these issues, you can ensure a smoother path toward your child's independence while safeguarding y…
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What if the small risks you take today could lead to major success in the future? In this episode, John Kennedy breaks down how tiny, calculated risks can lead to macro gains. With real-life examples and a look at how legendary investors like Warren Buffett used this strategy, John shows how embracing discomfort can fuel personal, professional and …
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In this fourth episode of the Melby Money Show, host Shaun Melby explores the true meaning of wealth, emphasizing that it extends beyond financial stability to encompass physical, mental, and emotional well-being. The episode discusses the importance of aligning financial goals with personal values and how wealth can contribute to overall health, h…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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I need some help in trying to figure out if we are well positioned to leave our current jobs and head into retirement. 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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Our Retirement Planning Process and Philosophy Part 13: EDU #2438
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Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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Building Your Dream Retirement: Setting Targets and Goals
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In this episode of the Canadian Money Roadmap Podcast, join Evan as he discusses how to build your dream retirement on your terms. Learn about setting spending and time targets, the importance of early planning, and practical savings milestones you should aim for at different ages. Whether you're aiming for financial freedom, work optional, or trad…
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Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take. Send your personal finance questions to checkyourbalances@outlook.com This episode is on YouTube: https://youtu.be/J0wkYS_MBsY @checkyourbalances on Instagr…
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1057-Privacy and Utopia: A History (with Gabriel Custodiet)
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Buy Gabriel's new book here, with a 15% discount: https://escapethetechnocracy.com/rpf
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Stop Budgeting, Start Living: Building a Spending Plan that Works
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In this episode of The Live WELLthy Podcast, Dawn Dahlby breaks down why traditional budgeting doesn’t work and how to build a spending plan that lets you live guilt-free today while securing your financial future. Say goodbye to restrictive budgets and hello to smart spending with Dawn’s 𝟏𝟎/𝟐𝟎/𝟑𝟎/𝟒𝟎 𝒓𝒖𝒍𝒆. It’s time to stop budgeting and start livi…
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A Simple, but Essential, Truth that can Save You Time and Money
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Looking for ways to save time and money? In this week's episode on Money Matters, Chad P. Wilson shares a simple but powerful truth that can do both. This episode was recorded on September 17, 2024.
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How Much Cash Should I Hold in Retirement?
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How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a standard 60/40 portfolio? How much cash should I have on hand? In this episode, I address this common question and provide a framework you can use to determine how much cash you should…
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3 Strategies to Pay Roth Conversion Taxes - 495
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Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners’ strategies for paying the tax on a Roth conversion now, to have lifetime tax-free growth on that money in the future. Should Neo in San Clemente, California convert to Roth at the beginning or end of the year in his plan t…
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Connor and Wade are back with another recap episode! As always the duo start off with the OUA show before moving into the rest fo conference play. This week we discuss Laurier claiming the OUA, Bishop's win over Acadia, double OT, heartbreak and more! Subscribe, review and tell a friend to help us bring you even more Canadian football content.…
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Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
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43:47
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Monique aspired to retire early, and while she had faithfully saved throughout her working years, she wasn’t sure if she had enough to retire. After getting assurance from professionals, she took the plunge and quit working. Monique and James talk about the first two years of her retirement – how she’s been able to focus on her health and pursue so…
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Our daughter is draining us. I’ve talked to her about taking a budgeting course, I have also asked her not to spend on the emergency credit card, yet there is always an excuse. 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 Jo…
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I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job. 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 http…
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Trust Fund Blues: Rich on Paper, Stressed in Reality
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Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-blues The trust fund lifestyle isn't all private jets and luxury penthouses. In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid. Discover why confusion, stress, and financial uncertainty are more common than yacht parties. Listen w…
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How Kamala Harris’s Housing Plan Could Drastically Change Wealth Transfer
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In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. We explore the major changes proposed, including reducing the estate tax exclusion to $3.5 million, significantly increasing estate tax rates, and imposing new re…
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Reverse mortgages, the upcoming election, and credit card points
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Dan and Emily discuss how reverse mortgages work and where they're helpful or harmful, then how the upcoming election (won't) affect the market, and finally they discuss credit card points.By MY Wealth Planners
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"I'm 23 years old. I am about to start my first job in my career field. What are the first things you recommend someone do when starting a job to set them up for success financially?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our produ…
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20/20 REWIND: A pay structure that works for optometry partnerships with Kurt Steele, OD
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Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kurt Steele, OD. Kurt joins me back on the show to talk in further detail how he and his partners have structured their compensation structure in a way that works for everyone in the practice while also ensuring that there is parity in comp based on the amount of revenue that e…
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Six Lessons From Six Years of Retirement (from Fritz Gilbert’s Retirement Manifesto), Ep # 366
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Are you actually prepared to navigate the complexities of retirement? We’re exploring Fritz Gilbert’s Six Lessons From Six Years of Retirement, shared from his blog The Retirement Manifesto. One by one, we’ll walk through these lessons, keeping in mind that retirement is an evolving journey, not a static experience. For those who still need to opti…
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Investing During An Election: Should You Shift Your Strategy?
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In this timely episode of the Pilot Money Podcast, Timothy P. Pope, CFP®, delves into the often-asked question about whether investment strategies should change during an election year. With the U.S. presidential election looming, Tim explores the potential impacts of election outcomes on the financial markets and what investors—particularly pilots…
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I'm wondering how to handle my future tax liability after my RSU withholding offset goes away. 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…
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Securities lending lets you lend your stocks or bonds to someone else and earn interest in return. It’s legit and has been around for a long time, with the borrower often using your securities to "short sell." You could make some nice passive income, like $800 a month, without doing much. Plus, you still own your stocks and can sell them whenever y…
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This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat. Have a money question? Email us here …
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Navigating the Transition from Asset Accumulation to Income Distribution | Episode 114
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In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray of Decker Retirement Planning explore the critical differences between retirement planning during the accumulation phase versus the distribution phase. They explore strategies to navigate market volatility, maximize tax-advantaged accounts, and create an income distribution plan…
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Tim Stearns breaks down key insights from Tony Robbins’ The Holy Grail Of Investing" and strategies for long-term investing. Learn how top investors approach financial planning. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.…
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Retirement Plan Decisions Once You Reach 64 1/2
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Hans and Robby are back again this week with a brand new episode! This week they discuss retirement decisions to make once you reach 64 1/2. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalgu…
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This weekend we're sharing a snippet of our recent chat with Heather Schreiber, an expert in Social Security planning, who joined us on the most recent webinar to break down all the ins and outs of the Social Security system. Want more of Jill and Heather? Subscribe to Jill on Money LIVE to watch the full chat. Have a money question? Email us here …
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COLA, WEP, and Annuities: Q&A #2437
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Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the S…
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1056-Should I Move to the Suburbs or an Apartment with a Pool for My Children?
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Why We Won't Raise Our Kids in Suburbia https://youtu.be/oHlpmxLTxpw?si=kU6WxaxPXTIKa1IY
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Turning a Pile of Money Into Lifetime Income
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Hopefully all business owners enjoy the day when they can cash out on their hard work and spend time however they choose. If you’re fortunate enough to be in the position to sell your business for a nice lump sum, let’s make sure that money turns into sustainable income for your retirement. In the latest episode of the Money Wisdom podcast, Jake Do…
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