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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and ...
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The Collective Impact Forum is here to share resources, tools, and stories to support social change makers working in cross-sector collaboration.
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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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Money + Meaning highlights the stories of innovators in our community who are leveraging the power of capital markets to create a more just and sustainable economy. We expand the conversation around impact investing and explore strategies to finance and support social change.
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The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
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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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Welcome to the A Better Way Financial podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexit ...
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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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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Dive into the latest happenings in the Vail Valley direct from the heart of Colorado’s Rocky Mountains. Vail Valley Partnership brings you the scoop on business news and current issues to advocacy alerts and community conversations.
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Reckon True Stories is a celebration of new and classic nonfiction – the essays, journalism, and memoirs that inspire us, that change the world, and help us connect with each other. Join hosts and acclaimed authors Deesha Philyaw (The Secret Lives of Church Ladies) and Kiese Laymon (Heavy, How to Slowly Kill Yourself and Others in America, Long Division) for in-depth discussions about the stories we tell and how they impact our culture. Produced by Ursa Story Company, in partnership with Reckon.
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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A deep look into the mindset of Entrepreneurs and what it takes to make the jump from the corporate world to entrepreneur and business ownership. What millionaire mindsets & habits are necessary to create a meaningful legacy.
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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Welcome to Spin Markket Report, the podcast of Spin Markket + Digital in Fort Dodge, Iowa. Here the Spin Markket employees sit down with a wide range of guests to discuss their passion for their business, how their business endeavors are unique, the impact marketing has had on their businesses, and more! Join us every Monday for an exciting new episode!
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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We’re on a mission to uncover the science of self-made success. Join host Akua Konadu each week as she interviews some of the most brilliant minds in business—digging deep into the details and uncovering the strategies that turned entrepreneurial dreams into reality. The Independent Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, and get paid faster with HoneyBook, and have business flow your way. Natalie Franke was th ...
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The Overpopulation Podcast features enlightening conversations between Population Balance executive director Nandita Bajaj, researcher Alan Ware, and expert guests that draw the connections between pronatalism, human supremacy, social inequalities, and ecological overshoot. Population Balance's mission to inspire narrative, behavioral, and system change that shrinks our human impact and elevates the rights and wellbeing of people, animals, and the planet.
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On Scaling Impact we’ll interview leaders in strategy and impact at mission driven organizations that have dramatically increased the level of impact at their organizations.
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Knowledge in Action Podcast explores how knowledge becomes the driving force behind meaningful change, opening doors to new opportunities and inspiring progress across the globe. These talks bring together thinkers and doers for discussions around democracy, governance, and the green transition. Knowledge in Action Podcast, is brought to you in partnership between the Danida Fellowship Centre (DFC) and MS Training Centre for Development Cooperation (MS TCDC) through the Together for Impact P ...
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The Charity Impact Podcast aims to help you increase your charity’s income and impact by sharing the experience and expertise of our guests. We usually produce episodes under one of the following broad themes: - Insight and actionable tips from an expert on a specific topic e.g. fundraising, philanthropy, strategy, digital, evaluation. - Learning from the experience of a charity CEO or other social leader - Discussion of issues in or affecting the charity sector. Whatever your role or level ...
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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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Corey Hodges is the owner and founder of Fortified Futures Wealth and Retirement Advisors. Corey and his team focus on wealth management and retirement strategies. “Fortify Your Future” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Listen to “Fortify Your Future Radio” Saturdays at 11:30 a.m. and Sundays at 8:30 a.m. on News Talk 94.5 WPTI!
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Welcome to Coaching By The Beach – your premier destination for designing a life of extraordinary freedom, wealth, and fulfillment. Hosted by Trevor McGregor, master coach, and Leesa McGregor, best-selling author, this channel is your guide to building an impactful and prosperous life. Together, they've created an eight-figure empire and now share their secrets with you. If you’re an entrepreneur, a power couple, or someone striving to live with more purpose, this podcast will provide you wi ...
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Is my medication still ok to take if I’m pregnant or breastfeeding? What about marijuana? Is it ok? These are questions Chris Stallman, a mom just like you, hears every day through her work as a genetic counselor and teratogen information specialist, which is a fancy way of saying she's an expert in anything a woman might come in contact with and its known risks during pregnancy or while breastfeeding. She's part of a non-profit service called MotherToBaby and in The MotherToBaby Podcast, sh ...
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It’s hard to imagine a bright future in the face of the climate crisis. This new podcast, from Hugo Award winning podcaster and author Emma Newman, will take you on a journey from despair to the most radiant, radical hope. Made in partnership with Friends of the Earth, Imagining Tomorrow shows how we can create a future that is good for people and for nature, based on innovations in technology and community action that are already having a positive impact. Join Emma as she pieces together th ...
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Let's face it, achieving great business results as an entrepreneur is rarely accomplished alone. There is always someone out there that can solve problems faster and easier than you can. What if you could leverage a strategic partnership or creative collaboration to accelerate the growth of your business? This show is all about how Chuck Anderson and his entrepreneur friends have leveraged partnerships and collaborations to increase our business results and make a BIG positive impact on othe ...
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Welcome to, ”Sisters in Ministry” where two devoted sisters share their journey of faith, family, and ministry. Join us as we explore the unique dynamics of maintaining a strong sibling bond while navigating the demands of bi-vocational life and active worldwide ministry. Through heartfelt conversations and practical insights, we’ll uncover the secrets to balancing interrelationships, supporting our families, and making a global impact. Tune in this June to be inspired and equipped to streng ...
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How does India deal with its friends and rivals, and see its role in the world? On Global India, host Tanvi Madan and guests unpack India’s foreign policy and its international impact for experts and new learners alike.
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This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.
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Greetings all and welcome to Workforce Central, the National Association of Workforce Board’s podcast series. NAWB serves, supports and represents the nearly 600 State and Local Workforce Development Boards (WDBs) and their 12,000+ business members as they work to meet the needs of business and job seekers in communities all across the country. To learn more and to become a member, visit www.nawb.org
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The Partner-Up Profits Podcast discusses practical advice on leveraging affiliate and influencer marketing programs to increase sales and scale your business. It’s based on my experience, from humble beginnings as an introverted small-towner with no marketing experience to helping scale dozens of partnership programs to well over $100M in sales for online companies and making the Inc. 5000 list as a result. My goal is to help you make sense of partnership marketing strategies and stay on top ...
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Imagine if all businesses were founded on purpose and built 'for good'. In The Purpose Effect, Elena Kersey gets into the weeds with women building social and environmental impact businesses about the problems they are solving and the lessons they've learned along the way. If you believe in the power of business to solve the worlds biggest problems; then this is the show for you.
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We're on a quest to help the world do affiliate marketing, better. Join your host Lee-Ann Johnstone, CEO of Affiverse an award winning Agency and Top 50 UK Affiliate Agency Owner as voted in The Drum Agency Census 2021 and listen to her podcast series all about Affiliate and Performance Marketing. Learn from an array of digital marketing veterans, business entrepreneurs, SaaS product providers and more to discover how digital and affiliate marketing is constantly changing. Hear how brands ar ...
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An investigation & observation of some of the greatest ideas, backgrounds, and strategies used by influential and innovative thinkers. Find insights into what it takes to create things that last, stories that spread, and ideas that move people for decades to come. A proud member of the HubSpot Podcast Network.
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News, views and tips from the world of marketing automation. Learn what’s going on with vendors such as Marketo, Hubspot, Pardot, SharpSpring, Keep, Act-on and many more. Mike and Hannah discuss the latest from marketing automation vendors and analysts, providing context to the newest features, latest tools and regulations that impact marketing automation professionals. They also share tips on how to improve your marketing automation campaigns.
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Every person plays a role in protecting Florida’s children. On The Pinwheel Podcast, we highlight policies, practices, and programs that reinforce protective factors and promote resilience. A consistent focus on protecting children, strengthening families, and empowering communities will generate a positive impact on the lives of all Floridians. The Pinwheel Podcast: Hope for Florida's Families is created by Prevent Child Abuse Florida in partnership with the Ounce of Prevention Fund of Flor ...
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The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Join hosts Abe Abich and Pat Volk, two experienced financial planners who share decades of expertise on everything from Social Security to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe and Pat provide personalized solutions to the most common retirement c ...
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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Mind Your Business - A Podcast Series produced by the Boone Area Chamber of Commerce
David Jackson
A weekly podcast produced by the Boone Area Chamber of Commerce in partnership with Appalachian Commercial Real Estate.
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The International Food Policy Research Institute (IFPRI) provides research-based policy solutions to sustainably reduce poverty and end hunger and malnutrition in developing countries. Established in 1975, IFPRI currently has more than 600 employees working in over 50 countries. It is a research center of CGIAR, a worldwide partnership engaged in agricultural research for development.
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Coaches David Syvertsen and Dr. Sam Rhee discuss all things CrossFit, health, fitness.
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Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities
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The Let's Collaborate Podcast is produced by the South West Doctoral Training Partnership which funds 45 ESRC Social Science PhDs annually. The SWDTP focuses on collaboration between five universities - Bath, Bristol, Exeter, Plymouth and UWE - which includes sharing best practice, resources and academic knowledge. Series 1 was recorded as part of a podcasting workshop at the DTP's Collaboration and Connectivity Conference in November 2022 with support from Research Podcasts Ltd. PhD student ...
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2024 Community Impact Award - Brielle Kelley
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Erik has a chance to spend time with a truly extraordinary person, Brielle Kelley. Brielle is a school-based therapist at Homestake Peak School and Eagle Valley Elementary School as well as as working at Your Hope Center. Her passion is for her students to succeed and it comes through loud and clear with the strategies and techniques she employs in…
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Impacting Lives, Businesses, and Communities Through Strategic Partnerships and Educational Outreach
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Laura Todd and Jean Bral join us from Buena Vista University to discuss Buena Vista University's Strategic Partnerships division. Our guests also cite how secondary education is impactful to the individuals who seek it, the communities that embrace it, and the people who provide it. Be Sure to Check Out Buena Vista's Strategic Partnerships Division…
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5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for so many reasons | How to avoid this 10,000 dollar a month event in retirement
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On this week's show: The “R” word is still out there. Recession. Can you protect the gains you’ve realized? Another nationally recognized name blows up the 4% withdrawal rule. You protect your retirement money from markets, taxes, and fees. Are you forgetting something? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, …
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When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money ...
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On this week's show: When is the right time to talk to a retirement planner? The tax planning idea you should grab onto with both hands. Five ideas to consider if we go into a recession. Another reason why the 4% withdrawal rule doesn’t work. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Face…
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74: Addressing your biases to build an impactful business with Alex Temblador
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Are your biases holding you back as a business owner and person? In today’s episode, we’re making uncomfortable conversations comfortable and learning how to address our own biases so we can build impactful businesses. Alex Temblador joins us for a real conversation about how our biases can block the impact and influence of our businesses. Alex rem…
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Jim Cipriotti addresses the current economic climate and the effects of inflation on retirement planning. He recommends managing your finances by seeking higher interest rates for short-term savings and making informed investment choices. Additionally, he highlights the necessity of preparing for retirement costs and aligning retirement funds with …
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Joshua Farley | Challenging Growthism: Reclaiming our Humanity from the Destructive Grip of Mainstream Economics
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In this episode, we talk with Dr. Joshua Farley, an expert in ecological economics, about the urgent need to realign our economic systems with ecological and social justice imperatives by reclaiming our humanity from the destructive grip of mainstream economics. Highlights include: How mainstream economic ideologies disregard planetary boundaries a…
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Five Things You Can Do to Protect Your Retirement During a Recession
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The financial talking heads are still predicting a recession. If it happens, how do you protect your recent gains and your retirement nest egg? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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The Pillar Planning Process = A Successful Retirement!
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Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance …
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The conversation discusses the 4% rule in retirement planning and its viability. It explores the variables that affect the rule, such as individual financial situations, assets, expenses, and inflation rates. The importance of having a plan and monitoring assets closely is emphasized. The conversation also highlights the need for a second opinion a…
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Abe Ashton discusses how Social Security is facing a solvency crisis within the next 10 years, and one option to fix it could be to raise the full retirement age. Congress is considering raising it to age 70. However, studies show that raising the age alone will not be enough to shore up the Social Security Trust Fund. As the founder of Ashton and …
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Raj Shah and Rick Borek discuss how Social Security is facing a solvency crisis within the next 10 years, and one option to fix it is to raise the full retirement age. This would add funding to Social Security but also result in fewer years of payments for retirees. They explain that planning for a potential decrease in Social Security benefits is …
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Best Of: Don't Be Like These NFL Players with Your Retirement
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This episode discusses the financial mistakes made by NFL players after retirement, highlighting the importance of money management. It shares stories of players who lost millions due to bad investments and poor financial planning. The conversation also touches on the current stock market and the potential for a market correction before the electio…
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A recent study found that 1 in 5 Americans over 65 are still working, not because they want to, but because they have to. Mike and Ryan emphasize the importance of having a comprehensive retirement plan that provides the freedom to choose whether to continue working or not. They discuss the lack of proper advice and guidance that leads to people ru…
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The conversation revolves around the topic of retirement savings and the mistakes people make with their 401(k)s. Jon discusses the importance of having a plan and making informed decisions about rolling over 401(k) funds. He highlights the potential loss of market gains when funds are left in cash accounts and emphasizes the need to ensure investm…
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This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and d…
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Teaching Children about Money and Responsible Spending
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John Blanchard addresses the difficulties in prolonging the longevity of an inheritance. He shares the significance of financial prudence and judicious spending. John stresses the imperative of instilling in children the worth of money and the art of managing their inheritance wisely. Furthermore, he highlights the value of contributing to the comm…
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Ken Tumolo emphasizes the importance of proper allocation and planning, especially for those nearing retirement. He disagrees with the advice to stay the course and highlights the potential consequences of market downturns on retirees. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo joi…
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‘The Work You Do, The Person You Are,’ by Toni Morrison
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Deesha Philyaw and Kiese Laymon dig into a classic essay by Toni Morrison, “The Work You Do, the Person You Are,” published in The New Yorker in May 2017. They talk about labor and self-identity — how our feelings of worth can become so closely tied to the work we do, in ways that can become unhealthy, both in the corporate world and in the art we …
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#014 - The BRUTAL Truth Why You're Not Achieving Your Goals!
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On this episode of Coaching by the Beach, Trevor and Leesa McGregor delve into the importance of goal-setting, accountability, and mentorship in achieving success. They highlight the significance of measuring progress, having a clear vision, and seeking guidance from coaches and mentors. Join them as they discuss key reasons why people fail to achi…
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59.Red Flags to Watch: Identifying the Right Influencers for Maximum Impact to Build Your Brand
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Nobody likes feeling like they're being sold to 🙅♂️ — especially on those dreaded calls where you know exactly what's coming! In this episode, we're uncovering the secrets behind the different types of influencers — Transactional Influencers and Mission-Based Influencers — and why aligning with the right kind of influencer could make or break your…
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S05E162 Spotlight on the 2024 Masters CrossFit Games: Insights from Athletes and Coaches
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Curious about the benefits and challenges of having a dedicated Masters event? In this episode of the HerdFit podcast, Coach David Syvertsen @davesy85 records live from Birmingham, Alabama, home of the 2024 Masters CrossFit Games. The episode features interviews with top athletes and coaches, providing a unique perspective on the first standalone M…
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I'm Not Done Yet - Making Every Day Count
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This week Dr. Dawn Humburg CPA stops by to discuss how she got into accounting, why she chose to keep working after retirement, her day-to-day operations, her tie ins with Spin Markket, and more! Follow Dawn Humburg CPA Online: Website: https://www.dawnahumburgcpa.com 🎙️ Listen to the Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/t…
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Sisters In Ministry - Celebrating Shared Joy in Ministry
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Minister Dee and Pastor T share with you!By merriweathergm
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Overcoming Project Planning Challenges with Elisa Boogaerts
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In this episode, Elisa Boogaerts shares valuable insights on overcoming the challenges coaches face in project planning and management. From avoiding chaos in launches to fostering effective collaboration, Elisa's expertise provides practical strategies to navigate the complexities of coaching business operations. Guest Bio: Elisa Boogaerts is a la…
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Episode 336: It takes a village with Evan Marks
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Links: oneperformancegroup.com Summary: Sam Knickerbocker and Evan Marks discussed the impact of mentors on their lives and the importance of positive influences outside the family circle for personal growth. They also emphasized the significance of allowing children to acknowledge and deal with their emotions. Additionally, they highlighted the po…
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Exploring Prompt Engineering in Marketing Strategy with Ethan Crump
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In this special episode of Create Like the Greats, Ross is joined by Ethan Crump, a Senior Content Marketing Specialist at Foundation, to unveil the concept of prompt engineering and its significance in leveraging innovative tools like ChatGPT, Claude, and Perplexity. The conversation delves into how prompt engineering is shaping marketing strategi…
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Mind Your Business - Where is the money?? An update on stabilization grants and the financial impact of childcare - The Children's Council of Watauga County
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The impact of funding for childcare across North Carolina has a ripple effect that is felt across nearly every business across the State. Locally, childcare centers are trying to meet the needs of families, and the local workforce, while funding challenges still impact day-to-day operations. On this week's Mind Your Business, we visit with Elisha C…
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The tax code has over 70 thousand pages! Do you know which ones to use for a better retirement?
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Many believe the tax code was written just for people who have a lot of money with tax and investment experts. There is at least one action item you need to be aware of that can help in retirement. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Ma…
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Leveraging Customer Advocacy For Stronger Partnership Growth
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In this episode of the Affiliate Marketing Podcast, Lee-Ann interviews Will Fraser, Head of impact.com/Advocate, about the importance of customer advocacy in the partnership economy. Will was the CEO and co-founder of SaaSquatch, a customer referral platform acquired by impact.com and he has helped companies around the globe build high-performing c…
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How Practicing Futurism Can Strengthen Your Collaborative Strategy
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When building a collaborative strategy or working through your implementation plans, it might feel like what you need most is a crystal ball (or a mystically accurate Magic 8 ball) to reveal which activities will work, which won’t, and where you can pivot so you and your partners can keep making progress. Moving ahead while surfing through ambiguit…
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73: Scaling back to align your business with your life with Tatiana O’Hara
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Do you dream of doing what you love as a solopreneur? In this episode, leadership and team operation consultant Tatiana O’Hara shares her journey from having a team to going solo. With refreshing radical honesty, she shares her full entrepreneurial journey with us, as well as what it looks like to be a successful business owner despite what others …
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Let's Collaborate with Dinara on trilingual policy in education in Kazakhstan
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Welcome back to a new series of the SWDTP's Let's Collaborate podcast, recorded at the SWDTP Student Conference: Architects of Change. In Episode 7, Dinara Shaimakhanova discusses her research into trilingual language policy and how it may be implemented and the acceptance or resistance of the policy. Transcript…
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TOP 10 Lessons Learned From The First 100 Episodes with Chuck Anderson
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In this landmark 100th episode, the Chuck Anderson celebrates by counting down our top 10 favorite interviews while highlighting insights on transforming a job into a scalable business, harnessing the power of public speaking, and cultivating mental resilience for entrepreneurial success. #10. Dr. Barnsley Brown: Talked about investing in transform…
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The Importance of Legacy Planning in Retirement
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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…
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Opportunity to Lock in High Yields on Longer-Term Treasuries
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Raj Shah and Rick Borek discuss the potential rate cuts by the Fed and its impact on fixed income investments. They emphasize the opportunity to lock in high yields on longer-term treasuries before rates go down. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on w…
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Delaying retirement planning could be costly
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John Blanchard discuses retirement savings, investment options, maximizing income, and minimizing taxes. The conversation also touches on the importance of enjoying retirement and making the most of one's hard-earned money. Overall, the discussion provides valuable insights and advice for individuals approaching retirement. Like what you hear? Get …
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Why You Need A Tax Planner vs. A Tax Preparer
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Mike and Ryan highlight the benefits of tax planning, such as minimizing tax liabilities and maximizing personal wealth. They also explain the difference between a tax preparer and a tax planner, with the latter providing proactive advice and strategies to optimize tax outcomes. Want to begin building your retirement plan? Schedule a call with us h…
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Can you have a great retirement without being a financial expert?
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Paul McCartney recently admitted he can't read music. Yet he wrote beautiful songs. How can you have a great retirement without knowing the ins and outs of Wall Street? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram…
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Abe Ashton covers how long-term care insurance for retirees is expensive, and those who need it may be better off planning for a Medicaid spend down. Other options include hybrid products and annuities with built-in benefits. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousand…
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Creating a Retirement Plan: Tailoring Your Plan to Your Needs
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Episode Takeaways: Don't panic during market swings and focus on long-term indicators Diversify investments and avoid having all your eggs in one basket Consider lifetime income annuities for guaranteed income in retirement Manage debt and eliminate high-interest debt Create a retirement plan tailored to your individual needs Seek guidance and educ…
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The Cost of Mistakes in Rolling Over 401k to IRA
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Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains. Another theme Abe touches on is the need for consolidation and planning in the retirement ph…
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The Election, Investment Decisions and Financial Planning
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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…
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He turned all the retirement planning over to her. And she’s worried!
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A woman writes into "Market Watch" because she’s worried that a financial advisor will charge too much and lose their retirement money. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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Best Of: Avoiding Market Volatility in Retirement
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George and Zach discuss their recent travel experiences and then transition into a discussion about retirement planning. They talk about the importance of finding the right financial advisor and the potential reasons for changing advisors. They also emphasize the need for a comprehensive approach to retirement planning and the importance of avoidin…
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Understanding The Impact of Age on Social Security Benefits
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9:48
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Social security is a complex topic that requires careful planning. The age at which you start taking social security benefits can have a significant impact on your monthly check. Frank and Frankie discuss the differences between starting at age 62 and age 70. The decision on when to start taking social security depends on factors such as life expec…
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Understanding the Complexities of the Tax Code
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6:43
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Ken Tumolo and Nick Tumolo discuss how an inherited retirement account can present tax problems, especially if the beneficiary is in their highest earning years. They highlight how the tax code is complex and difficult for individuals to navigate on their own. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo an…
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The Impact of the Magnificent Seven Stocks
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In this episode, Jon discusses the current market volatility and the potential for a recession. He explains the concept of the Magnificent Seven stocks and their impact on the market. Jon highlights different strategies to protect gains and minimize losses. He emphasizes the importance of finding a balance in investment decisions and adapting to th…
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