Best Shea Petaja Podcasts (2024)

1
Episode 375 - Gifting and Rollover Strategies 44:08

2M ago44:08

44:08

Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify those who might w…

1
Episode 373 - Taking Advantage of a Slowing Economy 45:09

2M ago45:09

45:09

On today’s show, get ready for a listening adventure as we discuss ... the economy! Specifically, we’ll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what’s happening and whether we …

1
Episode 372 - Positivity and Proactivity 43:19

3M ago43:19

43:19

When discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today’s show, we hope to illuminate a positive perspective as the United States takes center stage…

1
Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train! 39:44

3M ago39:44

39:44

What? It’s mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!) Being that we’re halfway through the year, we think it’s a great time to cover your frequently asked questions about Social Security, especially conc…

1
Finding Paul with Michael Jon Watt 53:24

4M ago53:24

53:24

In this podcast we unpack what it means to find your inner voice - your intuition. What is it? How can you hear it? Is it the voice of God or something else? What happens when we follow that "intuitive hit"? We talk openly about our evangelical upbringing and how it influenced our ability to trust our own knowing. Michael’s intuition led him down m…

1
Episode 370 - The Fundamentals of Lifetime RMDs 49:15

4M ago49:15

49:15

Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called “RMD aggregation.…

1
Episode 369 - The TCJA Sunset! 46:30

4M ago46:30

46:30

Can anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax increase. For others (depending on what, if anything, Congress might do), this may not mean much of anything. U…

1
Episode 366 - Taxes and Tech Giants On the New Retirement Radio Horizon 36:44

4M ago36:44

36:44

Having just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of the two can cause. We will share this information to help you to navigate and deal with the ever-changing worl…

1
Episode 368 - Aging, Medical Care and Estate Planning - A Legal Perspective 44:16

4M ago44:16

44:16

On today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the application of legal documents and how they interact with life’s realities. It’s amazing how interactive the document…

1
Episode 367 - Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals 37:37

4M ago37:37

37:37

On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you! Because every investor’s needs are different, when planning for retirement, it is essential to …

1
Episode 363 - The Best Laid Plans of Mice and Men 44:20

4M ago44:20

44:20

Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise. As we age, we may need some help with the details related to our financial lives that only very few can handle. Today’s guests are representatives from Fiduciary Services North. They will discuss the services they provide and unders…

1
Channeling Janice / An Adoption Story with Michael Jon Watt 47:54

5M ago47:54

47:54

Part II of Queerly Beloved: Michael Jon Watt's adoption cost $200. He knows because he has the receipt. A young woman, 5' 9" and 130 pounds, gave him up for adoption in the state of California on Christmas Eve, 1966. His adoptive family was picture perfect as was he: blond hair, blue eyes and a smile that lit up the room! Looks can be deceiving (as…

1
Queerly Beloved with Michael Jon Watt 54:25

6M ago54:25

54:25

Michael Jon Watt was raised by his adoptive parents on a Christian fundamentalist commune tucked into the woods near Long Lake in Traverse City, Michigan. His connection to God existed outside of this dark reality as did an inner knowing that he was also gay. He was told that he could love God or be gay, but not at the same time. He would have to c…

1
Episode 359 - Opportunities Abound, but Not Always for the Faint of Heart 38:08

7M ago38:08

38:08

This recent market analysis by Capital Group got our attention: Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy. To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limit…

1
Episode 358 - Who Knew? 45:01

7M ago45:01

45:01

Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 193…

1
Episode 357 - Ch-Ch-Changes! 43:52

7M ago43:52

43:52

On today’s show, we’ll hear about the changes that the Marsh brothers at Bill Marsh Automotive Group are experiencing as they sell their long-held business to Serra Motors. About three years ago, in 2021, the Marsh brothers came on the New Retirement Radio Show to share their experience and knowledge gained over the years with their joint managemen…

1
Episode 356 - Is This Irrational Exuberance? 45:52

7M ago45:52

45:52

Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble: “A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged stability and thus a willingness to reach for risk over an ever-more extended time period. History cautions that …

1
Episode 355 - Election Year Investing 41:33

7M ago41:33

41:33

Market volatility can easily occur in an election year, which could affect your personal investments. On today’s show, we will review the Guide to investing in an election year, published by Capitol Group, in order help us all gain a better perspective. We’ll then discuss investors’ biggest questions like, “How can we invest with confidence in an e…

1
Sex Addiction, Betrayal & Recovery 53:56

7M ago53:56

53:56

On March 25th, 2012 a knock on the door changed Nate & Maggie Blaylock's life forever. As Maggie held her newborn, the person at the door revealed her husband's infidelity. The man she loved and built a family with had a secret life. His past porn addiction had not been resolved. In fact, it had escalated into an out of control sex addiction in the…

1
Episode 354 - There's gold in them thar hills! 42:40

8M ago42:40

42:40

Many of us are familiar with that famous line from Mark Twain’s 1892 novel. In our attempts to deign what's going on in this economy, there is always enough warning for any of us and … of course … plenty of opportunity. Given the current trends we’re seeing in the stock market, especially with some indexes reaching all-time highs, we’re looking for…

1
Episode 353 - Hot Off the Press! Change is Afoot! 43:59

9M ago43:59

43:59

For the Sherlock Holmes aficionados in our audience, Sherlock would say, “Watson, the game is afoot!” This would often take them to new adventures of investigation. Today’s new adventure is planning for ever larger IRA balances and the impact this can have on you and your loved ones, given the stock market run we’re having, and key new IRA rulings …

1
Episode 352 - Life Can Be Hard 44:12

9M ago44:12

44:12

John Wayne once said, “Life is hard if you’re stupid.” For investors, this means being wary of a whole lot of the information disseminated by the popular media of today. Today, we’ll be working with solid data to keep our focus on the information we know is certain. In that light, we’ll cover the economic news of the day from our primary research s…

1
Episode 351 - New Year, New Changes 44:28

9M ago44:28

44:28

Welcome to 2024! We are excited for the New Year! Some say that the more things change, the more they remain the same. Well, a lot of things are changing in Traverse City and elsewhere on the ownership front as the Baby Boomer generation continues their respective exit(s) and begins to head for the door. As so many businesses are changing hands, we…

1
Death, Moms & Comedy 52:17

9M ago52:17

52:17

What happens when two podcaster's with theatrical training take the mic to talk about death, moms and comedy? You won't know until you listen! Join me and fellow podcaster and actor, Dana Black on this lively episode where Dana reveals WHY she created her podcast, "I Swear on my Mother's Grave" to process the complicated relationship with her dead …

1
Episode 350 - Taxes and Year-End Planning 42:12

9M ago42:12

42:12

Today on New Retirement Radio, CPA Jon Sluis joins us as we discuss year-end tax planning, IRAs, and the case coming before the Supreme Court next June, deciding whether or not Congress can tax unrealized gains. Taxing unrealized gains may sound like something you’d see in Russia or hear about in fifth grade as a lofty aphorism. Apparently, however…

1
Episode 349 - The Life of Charles Munger: An Incredibly Successful Businessman 32:35

9M ago32:35

32:35

On this week’s show, we will honor the legacy of Charlie Munger, Vice President of Berkshire Hathaway, who passed away on November 28. His road to success was one where he started from nothing and achieved what very few others have by sheer hard work, associating with the best people he could, sprinkled in with significant talent honed over the yea…

1
Don't Plan for a Year with Casey Petz 48:40

10M ago48:40

48:40

Happy New Year! I'm really excited to have someone special on the show today, my coach and friend Casey Petz. He was born into a family business and was expected to participate. I dare to say, he was "chosen". His ability to see and lead others through complexity is a rare talent that has been hard earned. I asked him how to plan for the new year a…

1
Episode 348 - Estate Planning to Avoid Tax Consequences 42:30

11M ago42:30

42:30

A recent headline on a story of James Caan’s estate read, “Estate of James Caan Whacked in Tax Case.” As you might guess, there is a lot to learn from others’ misfortunes. In this case, some unfortunate planning and advice put James Caan and his estate on the wrong side of the IRS. In the end, his estate owed almost $1 million in taxes and penaltie…

1
Episode 347 - Year-Ending Charitable Planning and Smart Giving 43:32

11M ago43:32

43:32

Giving can be a good thing, so on today’s show we’ll discuss how you might do that and where might be the best place to utilize those funds. We’ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at a recent conference in September. These questions will help with the everyday issues advisors are facing wi…

1
Episode 346 - Getting Ever Closer to 2024! 44:04

11M ago44:04

44:04

As we near the end of 2023, which is only about seven weeks out (can you believe it!?), it’s time to focus on end-of-the-year financial planning strategies as well as what’s in store for 2024. On this week’s show, we’ll discuss Ed Slott’s most recent newsletter, and questions to Ed from financial advisors at his most recent Successful IRA workshop.…

1
Episode 345 - Economic Realities of Our World 44:36

11M ago44:36

44:36

Look out! Here comes the economy! So much to talk about and so little time should be the theme for this week’s show as we dive into what the major money management and economic firms are saying. You may ask, “What does this mean for me?” We’ll talk about how the markets are doing; how you can play offense in a very defense-oriented environment; and…

1
Episode 344 - All About Social Security 46:13

11M ago46:13

46:13

Social Security! Just when you thought you could do without it, here comes the check in the mail! (Just kidding, of course.) Last year at this time, we had Bob Simpson, Manager of our local Social Security office, on the show to speak about Social Security and the COLA (cost-of-living adjustment) that was announced. On today's show, Bob will talk a…

1
The Thawing Man 58:31

11M ago58:31

58:31

The holiday season can be challenging for many. Oftentimes, we get triggered by family dynamics or the lack thereof. For those who struggle with addiction, it's especially important to be aware and get support. My guest Derek Chowen, addict, author and coach is no stranger to the magnetic pull so many struggle with day-to-day. You will hear his sto…

1
Episode 343 - Time Is Running Out 40:58

12M ago40:58

40:58

November is just a few weeks away, which means the December 31, 2023, deadline for retirement planning is quickly approaching. Now is the time to wrap up the year with RMD, QCD and Roth conversion planning and focus on retirement planning for 2024. On today’s show, Heidi will discuss the key features to the SECURE 2.0 Act provisions that will becom…

1
Episode 342 - Healthcare Is Essential in Your Retirement Planning 44:47

12M ago44:47

44:47

According to the Center for Medicare Advocacy, as of March 2023, nearly 65 million people are enrolled in Medicare, an increase of almost 100,000 since September 2022. Deciding on healthcare is a significant part in planning for your retirement. There are many factors to consider when educating oneself in the complex field of Medicare. Fortunately,…

1
Episode 341 - Hindsight Is Always 20/20 42:34

12M ago42:34

42:34

Today’s show will feature a special guest, Jennifer Ewing, who has lived in Traverse City for more than 25 years and has worked in the Human Resources field for more than 32 years. Unfortunately, Jennifer lost both of her parents, but she has gained much firsthand knowledge as the executor of her parents’ estate. Deann and Nathan will discuss Jenni…

1
Episode 340 - Where's the Beef? 43:49

12M ago43:49

43:49

We all remember the famous Wendy’s ad a couple of decades ago in which an older woman asked where the beef was in her burger. On today’s show, we’ll try to answer that question in terms of investment and/or allocation opportunities for you. Sometimes opportunity doesn’t knock … you must open the door! Capital Group, which oversees American Funds Gr…

1
Isaac's Choice 50:18

1y ago50:18

50:18

It's been 3.5 years since I released my first podcast into the world. I had underestimated my own capacity and bandwidth at the beginning of what would turn out to be a very lengthy pandemic. In other words, it lasted more than a "few weeks." A lot has changed in my life since then. I'm sure you can relate. I believe people become an authority on t…

1
Episode 339 - State of Michigan, Rolling Back Taxes! 42:43

1y ago42:43

42:43

When taxes decline, many questions typically arise. In the case of the State of Michigan rolling back the retirement tax, copious amounts of questions and confusion seemed to reign. Today on New Retirement Radio, we will discuss the graduated change in the tax. For all Michigan taxpayers, the income tax rate dropped to 4.05% in 2023, down from 4.25…

1
Episode 338 - Reality-Based Investing 44:26

1y ago44:26

44:26

The new economy continues to show itself to us. While (of course) we cannot guess the future, the present certainly cannot be discounted as to what it provides in terms of usable information. What indicators can tell us how the economy is doing? Are those who are most pessimistic wrong? Do we maintain or change our holdings given the reality of ris…

1
Episode 337 - Preventing Retirement Account Scams and Elder Abuse 40:01

1y ago40:01

40:01

The September 2023 edition of Ed Slott’s newsletter comes with stories and insights about elder abuse, where scammers within families steal retirement account funds, resulting in significant losses as well as tax penalties. This is another example of why accountability needs to prevail within families, especially when larger retirement account bala…

1
Episode 336 - What a Difference a Year Makes! 42:32

1y ago42:32

42:32

Too much cash! Who would have ever thought this would be a problem? Given how rates for conservative fixed income investments – including CDs, Treasury Bills and all the rest – have risen so dramatically, the pressure to get out of low-yielding money market and savings accounts has risen significantly. Investors who rushed for the exits last year a…

1
Episode 335 - Economic News to Relate to! 43:00

1y ago43:00

43:00

On our August 10 New Retirement Radio show, a caller asked about a recent article by Ray Dalio in The Wall Street Journal. Dalio has written and spoken extensively about the economy, including his November 2021 book, Principles for Dealing with the Changing World Order, which I think is a research masterpiece and have discussed on previous radio sh…

1
Episode 333 - Planning and Taxes- What More Could You Ask For? 47:40

1y ago47:40

47:40

Jon Sluis, CPA, joins us today to help us catch up on 2023 tax law changes as well as look out for future adjustments we need to be aware of. As you know, proper tax planning requires being aware of not only what’s new, but what has changed from the previous year. And you guessed it … there are lots of changes and updates for 2023 you need to know …

1
Episode 332 - When Do We Get the “All Clear” Signal? 42:13

1y ago42:13

42:13

The morning haze has made for some beautiful sunrises here in Northern Michigan recently. However, a similar type of “haze” continues to envelop our current economic situation. Are we in for a soft landing? What about interest rates, recession and the business cycle? Housing prices are another big unknown, with many professionals weighing in on the…

1
Episode 331 - Protecting Your Nest Egg in the Retirement Hazard Zone 41:46

1y ago41:46

41:46

In a May 2023 Kiplinger article, Chris Abeyta, in discussing the transition from asset growth to income and protection, warns us of the “Retirement Hazard Zone” – the four to five years right after the pivotal age of 59½ that can greatly impact the rest of your retirement. In essence, Abeyta cautions readers to take action to protect their nest egg…

1
Episode 330 - Just When You Thought It Was Safe to Go Outside! 41:34

1y ago41:34

41:34

The beautiful summer weather seems to have everyone in a trance of warmth, ice cream, sandy beaches and the great outdoors (including the bugs)! Today, we’ll talk about the power of being a contrarian in a world that seems more confusing by the day. Included in this will be historical examples of those with very big voices who have been very wrong …

1
Episode 329 - Your Retirement Journey 42:03

1y ago42:03

42:03

In a recent article in Kiplinger, Chris Abeyta explains how your retirement journey breaks down into three phases. Phase 2: “The Retirement Hazard Zone,” are the four to five years right after turning the pivotal age of 59-1⁄2. According to Abeyta, this is the time to take action to protect your nest egg from significant losses while still growing …

1
Episode 328 - Talk is Cheap 42:19

1y ago42:19

42:19

How many times have you heard the phrase, “Talk is cheap”? We even alluded to this on last week’s show regarding the market’s response to Fed Chair Jeremy Powell’s proclamation that rates would begin to rise at the Fed’s July meeting on the 25th and 26th. On this week’s show, we’ll continue to discuss the rate environment and its impact on the econ…

1
Episode 327 - Finding the Retirement Strategy That Works for You 41:51

1+ y ago41:51

41:51

So, you’d like to retire? Before taking the plunge, there’s a lot you need to think about. What are the common and not so common issues and financial hurdles for pre-retirees and retirees alike? What are the steps to consider or adjustments you have to make to move the needle in your direction in the face of a volatile economic environment? We’ll d…

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Shea Petaja Podcasts

Podcasts Worth a Listen

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