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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Retire Often

Jillian Johnsrud

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Why retire once when you can retire often? Hear real mini-retirement stories. See how mini-retirements can unlock work-life balance, purposeful living, and financial freedom.
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Big Picture Retirement

Devin Carroll and John Ross

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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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iRetire4Him is the Mouthpiece of The Retirement Reformation online at www.RetirementReformation.org. We help you make the journey from Retirement to Reformation so you can say, I retire 4 him.
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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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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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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!
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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 ...
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As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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Hey there, wanderers! Welcome to "No Borders" with Brian and Carrie – the ultimate hangout for travel enthusiasts like you. We're diving headfirst into the awesome world of full-time travel in retirement, swapping stories, and dishing out practical tips to fuel your adventures. From wallet-friendly tips to our favorite spots, we've got your back. Tune in to kick back with us and learn how to amp up your travel game without breaking the bank. Thinking about retiring on the road, or just need ...
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Patrick A. Strubbe, ChFC, CLU, RFC is the founder and managing partner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today, Investors Business Daily, Fortune.com, and Entrepreneur.com, and on WIS-NBC TV News with Dawndy Mercer Plank. Pat is also the author of the Amazon.com best-selling books, “Save Your Retirement!” and "The Retirement Secret," Pat’s down-to-earth humor and expertise ...
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The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.
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Safer Retirement Radio

Brian Decker - Owner and Founder - Decker Retirement Planning

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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 Colorado Aging Allies, where we explore the journey of aging in Colorado through insightful interviews and discussions. Join us as we empower seniors, their families, caretakers, and those approaching retirement with valuable insights and resources for navigating the challenges and joys of later life in our vibrant state. To reach out with questions or suggestions on future episodes please send an email to coagingallies@outlook.com
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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Welcome to Riverbank Riches with Desmond Taylor where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a financial advisor with CLC Financial, based in Fayetteville, NC. We believe an informed client is the best client and that’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investing, income planning, IRAs, pensions, 401(k)s and much more. Contact Desmond via www.C ...
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Music professionals, are you tired of starving and surviving? Let's achieve financial independence! Thriving Musician is an educational podcast hosted by Spenser Liszt, CFP® focused on financial literacy. Episodes include candid interviews from a wide range of thriving musicians, industry professionals and finance experts. Topics include building savings, planning for retirement, investing, insurance, tax preparation, financial organization, estate planning, music business resources and stra ...
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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.
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Aging is a journey of vitality, longevity, and cultural exploration. We invite you to join us to chart your course toward continued discovery and learning. With over 30 years of industry experience and a team of experts, MBK Senior Living's Ageless Explorations podcast is a great resource to help seniors and their families learn about the power of aging forward. Ageless Explorations...it's what's next!
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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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Smart Wealth: Navigating Your Financial Future

Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte

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Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every two weeks, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics i ...
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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 ...
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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 ...
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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 ...
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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 ...
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Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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Welcome to 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.
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This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
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The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees) Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement. After building hundreds of financial plans, I’ve learned that there is an optimal “financial” order of operations that when used helps retiree’s sa…
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Abe Ashton discusses the importance of managing emotions and having a long-term investment strategy when it comes to retirement savings. He emphasizes the need to be conservative in investment strategies as retirement approaches and to avoid constantly checking account balances. As the founder of Ashton and Associates, Abe Ashton has more than 20 y…
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Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…
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"Wondering how to navigate the current interest rate landscape? The Federal Reserve has decided to hold interest rates steady, but they've scaled back expectations for rate reductions later this year. So, what does this mean for your financial strategy?In this video, we explore key opportunities while interest rates remain elevated. One standout op…
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It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets and you might be wondering if you should make any changes to your portfolio. In this episode, I provide a framework and steps you can follow to navigate the emotions and uncertainties market volatility t…
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In this conversation, Kevin discusses the current state of the market and the need for a defensive posture. He recommends investing in fixed annuities and income annuities to protect against market volatility and ensure a guaranteed income in retirement. Kevin also emphasizes the importance of diversification and using multiple strategies to genera…
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John Blanchard discusses the challenges of forced early retirement and the importance of having your finances in order. He emphasizes the need for adequate investments to replace income immediately and the benefits of being prepared for unexpected retirement. The conversation also touches on the potential impact of political decisions on retirement…
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In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…
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Episode Summary: In this episode of Navigating Abundant Retirement Radio, Carol Dewey from Perpetual Wealth Financial dives into the implications of the Tax Cuts and Jobs Act of 2017 and its potential expiration at the end of 2025. Carol discusses the major tax changes introduced by the Act, including adjustments to tax brackets, the standard deduc…
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Gary Alden discusses how tolerance varies among individuals and can change over time due to life events. Gary reflects on a couple who experienced a significant loss during the 2008 stock market crash and how they opted for a zero-risk investment strategy for their retirement. To schedule a complimentary financial plan with Kingwood Investment Grou…
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On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…
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This is a replay from my other podcast Alternative Wealth. In This episode, financial planner Adam Fay discusses tax efficiency, offshoring, and the global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minim…
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You are listening to episode #435 and the title is: Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained! This is one of the most common questions people face: Should you pay off your mortgage at retirement, or should you invest the money instead? This decision can have a significant impact on your financial security and peace of …
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This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This podcast is designed to give you a 1-on-1 deep dive with best-selling author and licensed Financial Advisor Alexander C. Pushman on his book, 10 Fears of Retirement. From the Author: The goal of this book is not to scare you with the common fears associated with retirement, but to educate you on how to address these concerns. Through sound plan…
  continue reading
 
This episode tackles the tough topic of firing patients and staff in dental practices. We discuss strategies for handling difficult patients, empowering staff, and making strategic termination decisions. We also explore leadership, coaching, and self-care for practice owners. Interested in more info on how to: Earn More, Save More, and Retire Early…
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In this episode of the AIA podcast, host Alex Perny welcomes Josh Green, founder of Alchemy Design + Development, for a discussion on navigating challenges in the townhome market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, conta…
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, reflects on the unexpected chaos that unfolded on August 5th and its impact on the financial markets. Sharing a personal story from his recent trip, Darryl walks listeners through the challenges of managing market volatility and the relentless nature…
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In this video, we dive into the concept of Social Security's cost-of-living adjustment (COLA) and its impact on retirees. We'll explain what COLA is, how it's determined by the Social Security Administration, and why it’s crucial for keeping up with rising costs. If you're curious about how COLA works and what to expect for Social Security in 2025,…
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🌍✈️ Ready to jet-set with ease? Join us as we explore the ultimate travel apps that’ll transform your adventures around the world! From finding the best local eats to navigating unfamiliar cities, these apps are your new best friends on the road. Get the insider scoop and make your travels smoother, smarter, and a whole lot more fun. Let’s dive int…
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In this episode of Colorado Aging Allies, we dive into practical strategies for staying safe and healthy as you age. From medication management to physical fitness and mental well-being, we cover essential tips to help you maintain your independence and thrive in your later years. Join us as we explore actionable advice, valuable resources, and exp…
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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…
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Variable annuities are a complex and often come with lengthy prospectuses. Gary Alden explains why he leans towards fixed index annuities to help bridge the income gap in retirement and offer the possibility of inflation adjustments. To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com Gary Alden and Christophe…
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In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the pote…
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John Blanchard addresses the significance of diversifying investment portfolios and the potential drawbacks of depending exclusively on mutual funds. Additionally, he examines various tax strategies and deductions that Olympic athletes can employ to minimize taxes on their bonuses how you can do the same for your retirement portfolio. Get to know a…
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Send me a message! What do you want to see more of? In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ul…
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In this episode I discuss my budget. I explain the reality of the cost of living in this great country and I show that it's not necessarily as cheap as one might expect, but not all that expensive either. I explain the budget items on my personal spreadsheet and I'll give you the numbers that you need to hear and feel compfortable with your decisio…
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Welcome to Financial Detox with your hosts, Jason Labrum and Alex Klingon Smith. In this episode, we dive deep into the current financial landscape, discussing the importance of detoxifying your financial life and managing your wealth for maximum impact. From understanding market volatility and the fragility of global markets to the intricacies of …
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Tune in to this episode of Frank Wealth Insights as Frank Fantozzi, president and founder of Return on Life Wealth Partners, and special guest Rodika Koloda, Health and Medicare Advisor at Insurance Systems Group, Inc., break down the complexities of Medicare. They offer insights, guidance, and practical tips to help you make informed decisions abo…
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In this episode of the Thriving Musician Podcast, host Spenser Liszt welcomes special guest Jamie Dee Hart, a music rights management advocate and founder and CEO of Heart and Songs. Jamie shares her journey from performing on stage in her fifth-grade talent show to pursuing a master's degree in music entrepreneurial studies at Azusa Pacific Univer…
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In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don’t include his housing allowance, even though he pays taxes on it. Then, we talk through a listener’s conce…
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On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
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In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore welcome guest Kari Ebel to the show. Using her knowledge as a Physician Assistant, Kari explores the unique challenges and opportunities faced by those managing long-term health issues. Together, we bridge the gap between health and finances for listeners and discover ho…
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Beyond the Headlines: Understanding Cultural Differences and Crime Concerns in South America... In this episode of “Navigating Life Abroad,” I take a deep dive into the nuances of adjusting to life in South America from a North American perspective. I explore the rich cultural differences that shape daily life, from the relaxed approach to time and…
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In todays episode of "The Good Stuff", we delve into the awe-inspiring life of Barbara Hillary. Join us as we explore Barbara's incredible trek to the top of the world and how she inspires others to pursue their dreams, no matter their age. You can watch a clip about her story here: https://youtu.be/lSrOfjFOrWg?si=0E9owRCd815ktVQm Send us a Text Me…
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In today's episode, I’m excited to introduce you to Vrinda Gupta, the founder of Sequin, a financial technology company that’s changing the game for women and minorities. Vrinda shares her incredible journey from working at Visa to creating a tool that empowers us to take control of our finances, break free from credit card debt, and build real wea…
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