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.
…
continue reading
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
…
continue reading
Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Lifestyle Show
with Roshan Loungani, Erik Olson & Adrian Nicholson
Roshan Loungani, Erik Olson & Adrian Nicholson
With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You'll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.
…
continue reading
Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
…
continue reading
Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
…
continue reading
Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
Dalene Higgins
Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
…
continue reading
Welcome to the Serving Seniors Podcast, the show dedicated to helping you thrive in your retirement years. In each episode, we'll explore topics, share tips, and invite experts to provide valuable insights that will empower you to make the most of your golden years. So, whether you're just starting your retirement or have been enjoying it for a while, here's some helpful insight on how you can survive AND thrive in your golden years!
…
continue reading
…
continue reading
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
…
continue reading
American Legacy Businesses Report: The Next Wealth Frontier is the weekly podcast where we delve into the opportunities and strategies for investing in undervalued small businesses. Hosted by expert leaders Scott Hauck and Heidi Diemer from Legacy Capital Fund, each episode features expert insights and guests exploring paths to to capitalize on the current economic landscape, the impending retirement wave of legacy business owners, and the unique landscape of private equity investments. Subs ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
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! ...
…
continue reading
Welcome to the Farming Without the Bank podcast, the show with a no-B.S. approach to money, hosted by a farm strategy expert and authorized IBC practitioner. Join us as we get real and expose the flaws of traditional financial institutions in order to help farmers take control of their finances, create peace of mind, grow their wealth, and leave a legacy. https://www.farmingwithoutthebank.com/
…
continue reading
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
…
continue reading
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
…
continue reading
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
…
continue reading
Podcast by Kelly Stenka
…
continue reading
Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
…
continue reading
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
…
continue reading
Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
…
continue reading
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!
…
continue reading
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
…
continue reading
There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
…
continue reading
Reignite Your Retirement: Discover, Re-Inspire, Thrive with 'Don't Retire, Reinspire' Join us on 'Don't Retire, Reinspire' for an engaging exploration of the baby boomers' journey into retirement. We’re here to redefine retirement with purpose and challenge outdated retirement stereotypes. Our podcast dives deep into living life to the fullest, offering heartwarming retirement stories and actionable advice to help you thrive in this new chapter. Expect insights on creating a vibrant, meaning ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Nickels and Dimes: Finding Financial Freedom with Natalie Kime is a podcast dedicated to helping the sandwich generation achieve financial literacy and security. Hosted by financial professional and coach Natalie Kime, this show provides practical guidance and empathetic support for individuals juggling the competing financial demands of caring for aging parents and children while planning for their own comfortable retirement. Natalie's mission is to empower her clients to set and achieve th ...
…
continue reading
Join Frank Fantozzi as he takes a personalized approach to everyday financial topics from retirement to estate planning, charitable giving, succession planning, investments, and tax planning. In an industry focused on rates of return, Frank and the team use a unique perspective of striving to help clients reach their Return on Life®. What does that mean? Listen to Frank Wealth Insights to find out.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
…
continue reading
When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
…
continue reading
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
…
continue reading
Wealth Talks podcast is an educational podcast that helps you build Wealth in all areas of your life. Increase your Financial IQ, develop personal growth, and create a lasting legacy all while getting exposed to the strategies that successful people are using. You’ll get actionable strategies and intelligence that you can immediately put to use to start creating real and lasting generational wealth. See more on our website: https://www.life-benefits.com/podcasts
…
continue reading
Seeking fulfilment and purpose in your life? The intention of this podcast is to encourage you to focus on your WHY which will enable and empower you to achieve your desires. Creating positive, global ripple effects, guests from all walks of life and at differing stages in their business, career and life speak with podcast host, Amy Rowlinson, sharing their unique perspectives on purpose in relatable, uplifting and inspiring conversations. Have a Purpose. Have a Plan. Focus on WHY.
…
continue reading
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.
…
continue reading
Having hosted the Aging aint for Sissie's podcast for two years, I wanted to expand what I could discuss. This podcast will touch on the fun of aging and whatever has crossed my mind! Please join me as I walk through life! #retirement #travel #fun #aginggracefully Link in my bio! Listen now! #insidemarcysmind #aginggracefully #retired #retirementpreperation #aging #retirementplanning www.insidemarcysmind.com
…
continue reading
Aging Well: Finding Beauty in the Gray is a podcast for everyone in or approaching the retirement years. There’s a lot to unpack here apart from the financial planning component, and we’ll do just that. We’ll explore new interests, priorities and goals and finding purpose for ourselves and in our relationships. Join me each episode as I share stories and chat with guests learning to live their best next act, lives. Have a question or comment? Please reach out to me, Hugh Willard, at willowwa ...
…
continue reading
Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
…
continue reading
Whether you're already retired, on the brink of retirement, or simply curious about the future, join us on this journey in Courageous Retirement: Finding Fulfillment Beyond the Workplace. Through insightful conversations, stories of courage and resilience, and practical wisdom rooted in biblical truth, Courageous Retirement will empower you to see this best season of life not as an end but as a beginning—a chance to boldly make a difference in a world that shuns God's truth. Join us and disc ...
…
continue reading
Psychedelics Today is the planetary leader in psychedelic education, media, and advocacy. Covering up-to-the-minute developments and diving deep into crucial topics bridging the scientific, academic, philosophical, societal, and cultural, Psychedelics Today is leading the discussion in this rapidly evolving ecosystem.
…
continue reading
Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
…
continue reading
Investing in Real Estate publishes three times a week! It's a show hosted by Clayton Morris with a laser focus on buy and hold rental properties in order to create passive income. Clayton shares tried and true methods for acquiring rental real estate, building net worth, and accelerating your financial freedom. This podcast utilizes expert interviews, case studies with normal everyday investors, and Clayton's own methods for achieving passive income. If you want to learn how to acquire turnk ...
…
continue reading
The kitchen table is the heart of the firehouse. It’s where those who are “Always Ready” bond over shared war stories of a career in the fire department and its impact on their everyday lives, including their families and both their physical and mental health. On Firehouse Roundtable, we’ll bring you those stories, so you can be a fly on the wall around the firehouse kitchen table. Your hosts Capt. Peter McKenzie (retired) and Battalion Chief Jason Kay (active) lead these conversations explo ...
…
continue reading
China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world’s future.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
40:46
40:46
Play later
Play later
Lists
Like
Liked
40:46
If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Importance of Legacy Planning in Retirement
19:21
19:21
Play later
Play later
Lists
Like
Liked
19:21
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely. F…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Building a Meaningful and Tax-Efficient Legacy
19:41
19:41
Play later
Play later
Lists
Like
Liked
19:41
Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement. CLICK HERE TO BOO…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 9: Legacy narratives: Chatty tales of ancestry
43:31
43:31
Play later
Play later
Lists
Like
Liked
43:31
In this episode of Legacy Narratives: Chatty Tales of Ancestry, we explore the art of storytelling to preserve family history and genealogy. Discover how to document family narratives and create a lasting legacy through memory preservation and personal archives. We delve into the importance of historical records, oral history, and heritage in const…
…
continue reading
In this episode Jeff discuses whether the President can fix inflation. He also answers listener questions.By Jeff Vogan
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What Does Wine Have to Do with Your Portfolio?
19:28
19:28
Play later
Play later
Lists
Like
Liked
19:28
Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podca…
…
continue reading
Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the en…
…
continue reading
In this episode we welcome special guest, Joey Ekholm. Joey has multiple degrees related to the topic and works in the mental health field. He helps us look into the often-overlooked connection between mental health and retirement. Discover how stress, anxiety, and depression can impact your golden years, and learn practical strategies to maintain …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Is your IRA/401(k)/TSP a tax trap and can you live with the worst-case scenario in your current retirement plan
15:00
15:00
Play later
Play later
Lists
Like
Liked
15:00
In this week's episode, we'll discuss the US debt and how that will impact your retirement. Is your IRA a tax trap? How should you pay the taxes due on all your tax-deferred accounts? Is it possible to not pay taxes at all on tax-deferred money? Can you live with the worst-case scenario in your retirement plan? Isn't it time to get answers to the t…
…
continue reading
We have far too many current farm owners who are in debt, and the next generation is trying desperately to save the farm by putting themselves at risk. This has to stop! Audio Production by Podsworth Media - https://podsworth.com
…
continue reading
![Artwork](/static/images/128pixel.png)
1
PT543 – Empathy and Agency: Why Psychedelic Practitioners Need to be Trauma-Informed, with Deanna Rogers
1:18:25
1:18:25
Play later
Play later
Lists
Like
Liked
1:18:25
In this episode of Vital Psychedelic Conversations, David interviews Deanna Rogers: Registered Clinical Counselor and Vital instructor. She discusses how trauma grows in our bodies, and the importance of practitioners and facilitators becoming trauma-informed before working with clients. She stresses the need to create the right conditions for clie…
…
continue reading
Ever wondered how working before and after full retirement age affects your Social Security benefits? Curious about alternatives to traditional insurance? What about what it means to take a lump sum pension versus a monthly pension? Join us as we answer several questions that may better equip you to navigate the complexities of retirement income an…
…
continue reading
Are you investment curious? Thinking about investing your money, but don’t know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you’ve just inherited a brick of bills you would like to grow into a fortune… On this Through The Pines episode, we’ll walk you through How to Invest including: Financial Planning …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Firefighter Couples: Navigating the Transition from the Firehouse to Home
1:16:34
1:16:34
Play later
Play later
Lists
Like
Liked
1:16:34
In this conversation, Destiny Morris, LMFT, discusses the importance of reconnecting and reintegrating into the family after firefighters come home from work. The main themes discussed include hypervigilance, checking in with oneself and one's partner, closing the stress cycle, managing expectations, and healthy ways to greet each other. The conver…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Teaching Kids Financial Literacy Early - Episode 88
43:14
43:14
Play later
Play later
Lists
Like
Liked
43:14
In today's episode, I talk with David Delisle, the creator of "The Golden Quest," a graphic novel that teaches kids about money. David shares how he started investing at age 11 and how his passion for finance grew over time. We dive into the importance of financial literacy for kids and adults, how to make smart money decisions, and why it's never …
…
continue reading
Finding True Value and Purpose in Retirement can be a challenging journey, especially if we follow what the world tells us will make us happy. You're not alone in this struggle. In this episode of Courageous Retirement, host Vona Johnson delves into the true worth of retirement from a Christian perspective. She explores how retirement is more than …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
1082: The Hidden Secrets to Successfully Using a HELOC - Episode 1082
6:11
6:11
Play later
Play later
Lists
Like
Liked
6:11
If you’re thinking about tapping into your home’s equity with a HELOC, or home equity line of credit, there are some things you should know. Some of the best strategies, tips, and tricks around using a HELOC are not well known. On today’s show, I’m going to walk you through some of the hidden secrets you should know in order to successfully utilize…
…
continue reading
In today's episode, we're going to dive into some famous words by the one and only Yogi Berra, inspired by Liz’s recent trip to Fenway Park. You might know him for his legendary baseball career, but Yogi was also a gold mine of wisdom. When we look at some of his quotes through the right prism, they can teach us some lessons about financial plannin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice
24:41
24:41
Play later
Play later
Lists
Like
Liked
24:41
In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out! Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…
…
continue reading
Social Security needs to be fixed and someone needs to step up and be a leader to make the changes needed. Who is going to be that leader? Will it be Trump or Harris? Or, perhaps it will be Biden as he finishes his term as President. Tune in as we discuss these possibilities.By Dan Wendol
…
continue reading
![Artwork](/static/images/128pixel.png)
1
RL211 — Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals
31:01
31:01
Play later
Play later
Lists
Like
Liked
31:01
In this episode, Roshan and Adrian discuss the performance of long-term treasury bonds. They explore the factors that have led to the underperformance of long-term treasuries compared to large-cap stocks. Theyalso discuss the correlation between stocks and bonds and the impact of the Federal Reserve's rate cuts on the bond market. The conversation …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth & Wellness: Reverse Mortgages and the Opioid Epidemic's Financial Impact
40:39
40:39
Play later
Play later
Lists
Like
Liked
40:39
Understanding the financial landscape is more critical than ever, especially when there's an invisible health crisis that may be affecting your employees, business partners, spouse, or yourself. In this episode of Women of Wealth, we welcome the incredible Cheryl Canzanella to deep dive into her expertise in, not only utilizing reverse mortgages as…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How Can Your Money Mindset Transform Your Financial Future?
47:02
47:02
Play later
Play later
Lists
Like
Liked
47:02
Tell Natalie what you love about this episode, text here! In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime explores the critical relationship between mindset and money. She emphasizes how our beliefs and attitudes toward money can significantly impact financial success. Natalie shares personal experie…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
420 Climate Change and Health with Dr Nuthana PB
49:05
49:05
Play later
Play later
Lists
Like
Liked
49:05
Are you grappling with the art of making tough decisions? Finding herself at another chapter change in her life, Dr Nuthana PB delves into the challenges of embracing the hard choices and finding meaning in life’s unexpected turns. Dr Nuthana, a sustainability fellow transitioning into public health, explores themes of personal growth, the intercon…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
PT542 – The Illinois CURE Act: Shaping the Future of Psychedelic Policy, with Jean Lacy & Representative La Shawn K. Ford
1:02:09
1:02:09
Play later
Play later
Lists
Like
Liked
1:02:09
In this episode, Joe interviews Jean Lacy: Executive Director of the Illinois Psychedelic Society; and La Shawn K. Ford: 17-year member of the Illinois House of Representatives, representing the 8th District. Together, they are working on the CURE (Compassionate Use and Research of Entheogens) Act, which aims to decriminalize plant medicines and br…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner
1:07:08
1:07:08
Play later
Play later
Lists
Like
Liked
1:07:08
Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller, on today’s episode. They explore The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They probe the timing of inflation vs. Georgia Bulldog championships. They pore over housing data, including a significant…
…
continue reading
Aaron Kennedy is joined by Matt Ervin and Sam Barker to talk a little bit about what's going on in the markets, economic indicators, stocks, FOMO, and more. You don't want to miss this week's episode. If you have questions/comments or ideas for future episodes, you can reach out to us online at: www.kennedy-financial.com.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
2024 Olympics Ceremonies, Winning the Lottery & Retirement Benefits
25:23
25:23
Play later
Play later
Lists
Like
Liked
25:23
Someone asked us to respond to the opening and closing ceremony at the 2024 Olympics, Brett asked us to talk about what someone should do with the money if they win the lottery, and Carlo asks if we had the choice between taking retirement benefits at $7800/mo. with lifetime free medical vs a lump sum of $1.5million dollars which one we would choos…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Hudson Fellows Urge International Recognition of Taiwan, Economic Nationalism Strikes Again, and 120 Years of Deng Xiaoping's Legacy
23:37
23:37
Play later
Play later
Lists
Like
Liked
23:37
Senior Fellow, Miles Yu, reacts to our very own Hudson colleague, Nikki Haley, who delivered a speech in Taiwan last week urging the US to do more to elevate Taiwan on the international stage. But how? Next he details the dangerous trend of economic nationalism under the Chines Communist Party in light of an Olympic medalist buying an iPhone instea…
…
continue reading
As retirement approaches, it is important to have a plan in place. One common mistake people make is leaving their 401k in a cash account that only pays a marginal rate of interest. This can result in missing out on potential gains from the stock market. Brandon discusses common mistakes retirees make and highlights the importance of being tactical…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Election, Investment Decisions and Financial Planning
21:23
21:23
Play later
Play later
Lists
Like
Liked
21:23
In this episode, Kevin discusses various topics related to retirement and financial planning. He emphasizes the importance of not making investment decisions based on election outcomes and instead focusing on long-term financial goals. He also talks about determining the amount of money needed for retirement and the importance of creating a persona…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 71 Why You Feel Unprepared For Retirement
18:43
18:43
Play later
Play later
Lists
Like
Liked
18:43
Send me a message! What do you want to see more of? In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goal…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How Much Do I Need to Retire? 5 Numbers to Help You Decide | The Limitless Retirement Podcast
18:46
18:46
Play later
Play later
Lists
Like
Liked
18:46
“Remember to overestimate your expenses and build in a margin for unexpected costs and consider the impact of taxes in retirement.” Without the right strategy, planning for retirement can be overwhelming. In this episode, you'll take the first step towards creating a personalized retirement plan simply by taking stock of five essential numbers. “Fi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Power of Decluttering: Marcy's Tips for a Clearer Mind and Space
25:44
25:44
Play later
Play later
Lists
Like
Liked
25:44
Have you ever wondered how a week in the desert could offer a mix of personal milestones and unexpected adventures? Join me, Marcy Backhus, as I share my unforgettable experience of celebrating my nephew David's big day, playing miniature golf at none other than Tiger Woods' course, and soaking up the arid beauty of Arizona and California. From sav…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Keep, Donate, or Toss?: Jeannine Bryant and the Art of Rightsizing
29:42
29:42
Play later
Play later
Lists
Like
Liked
29:42
Send us a Text Message. Jeannine Bryant is an expert at helping seniors and their families through times of transition. As the owner of Easyrightsizing and Changing Spaces SRS, a senior move management company in Lincoln, Nebraska, she and her team are proud to provide a valuable service that helps take away the stress when clients are rightsizing,…
…
continue reading
Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see.By Angela Robinson
…
continue reading
![Artwork](/static/images/128pixel.png)
1
1081: Q&A: How Can I Invest with a Bad Credit Score? - Episode 1081
19:57
19:57
Play later
Play later
Lists
Like
Liked
19:57
Is it possible to invest in real estate with a bad credit score? What are the best financing options for investors without optimal credit? That's the first topic I'm answering on today's Q&A episode! On this episode, I'm taking three of your great questions on credit scores, selling rental properties, and using home equity to but assets. Click play…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navigating Roth Conversions: the Good, the Bad and the Ugly
48:12
48:12
Play later
Play later
Lists
Like
Liked
48:12
On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.By Creative Planning, Jesse Reed, John Hagensen
…
continue reading
![Artwork](/static/images/128pixel.png)
1
De-Risking Your Investment Portfolio as You Approach Retirement
23:12
23:12
Play later
Play later
Lists
Like
Liked
23:12
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial topic of de-risking your investment portfolio as you approach retirement. As you get closer to this significant life milestone, the question of whether to become more conservative with your investments becomes more pressing. Radon, Murs, and guest certified fi…
…
continue reading
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.…
…
continue reading
In this episode, we dive deeper into common estate planning mistakes. We'll discuss the pitfalls of outdated wills, the importance of naming beneficiaries for retirement accounts, and the risks of joint ownership without proper planning. Join us to learn how to avoid these costly errors and ensure your legacy is protected.…
…
continue reading
In this episode of Retirement Roadmap with Mark and Evan Fricks we look at what U.S. News and World Report lists as The 10 Biggest Regrets of Retirees. We share from our experiences in financial services how these common regrets can impact your retirement roadmap. Have a topic or question you'd like Mark and Evan to address in a future episode? Ema…
…
continue reading
Send us a Text Message. Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retireme…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Pay Taxes On A Roth Conversion | The Limitless Retirement Podcast
16:24
16:24
Play later
Play later
Lists
Like
Liked
16:24
Ever wondered how to strategically manage the tax implications of Roth conversions without falling into the trap of unexpected penalties? Join me, Danny Gudorf, as I uncover the essential tactics for optimizing Roth IRA growth and tax benefits in our latest episode. You'll learn how to transition funds from traditional IRAs or 401ks into Roth IRAs …
…
continue reading
It seems most investors when they retire want "mailbox money". But, is mailbox money all it's cracked up to be? On this podcast, Karl Eggerss explains why having too much income may be bad for your financial future. And, he'll help you think about how to diversify your portfolio. The topics discussed in this podcast include: Mailbox Money Income Re…
…
continue reading
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…
…
continue reading
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
…
continue reading
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
…
continue reading