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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Ford Stokes and his Team of Fiduciary Advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. Listeners Can Call Us Toll-Free at (888) 814-0304 - or - Dial #250 on Your Cell Phone and Use the Keyword "Retirement Results" For More Information, Visit RetirementResults.com Learn More About Us at ActiveWealth.com
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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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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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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clie ...
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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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If your company has a retirement plan, then this podcast is for you.
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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We’re gonna be talking regulatory issues. Best practices. Investing strategies. All of it. About what it all means and, more important, what it means to you.
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You know it’s important to manage your finances, but who has time to learn everything there is to know about financial planning? Join author and radio show personality Dale Buckner as he interviews experts throughout the industry about everything from protecting your principal to managing your investments. If you’re struggling to keep track of all aspects of your finances, need to prepare for retirement, or don’t know where to start, you need Dale on your side.
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Your retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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The Best 5 Minute Financial Advice
Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian
Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
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Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They’ll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335. Or visit https://www.daviswealthmgmt.com/ online. We hope you enjoy the Path To Wealth & Wisdom!
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Marcus and Jon have been helping people secure better retirements for over a decade in Kentucky. As fiduciary advisors, they focus on developing solid plans for their clients, rather than pitching products. The end result is a game plan that allows their clients to understand their risk, fees and income so they can accomplish their unique retirement goals. Each week they cover the impact of the financial market on retirement finances, from reducing investment fees, to eliminating taxes on in ...
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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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The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
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We provide comprehensive retirement solutions tailored to your specific needs. Our methods help you help your business.
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Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes
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In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what …
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Dreaming of a stress-free retirement? This episode dives into critical pitfalls that can derail your financial security. We'll explore common mistakes and provide actionable tips to help you chart a course for a comfortable and confident future.By Cory Sickles
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Don is on the road, so Friday's Q&A is a bit late: 1:28 Maximizing Financial Aid Strategy 4:06 Investing in Individual Stocks 7:49 Converting 401k to IRA 11:37 Creating a Glide Path Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
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After receiving a very large inheritance, how should we be allocating our assets? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vi…
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7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3
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This week on the Dale Buckner Podcast is part 3 of the 7 part series "7 Most Frequently Asked Questions." Once again, Dale and Brett are back discussing the biggest questions that clients have concerning retirement. Part 3 answers the question that many retirees and those close to retirement have regarding their finances: "How can I know that the r…
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Creating a Retirement Plan with Pension-like Income
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Ford Stokes and Sam Davis discuss how you can include pension-like income in your retirement plan and beat the current bank CD rates with MYGA alternatives. Schedule your Complimentary Consultation now: RetirementResults.com/plan For More Information & to Check Out Previous Episodes: RetirementResults.com To Learn More About our Mission and Our Tea…
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Today's Post - https://bahnsen.co/3zvzPeU Navigating Market Realities and Counter-Cultural Investing In this episode of Dividend Cafe, recorded in Dallas, Texas, David Bahnsen discusses his recent travels to various cities before heading back to New York City. The main focus is on the pitfalls within the money management industry, highlighting issu…
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Episode 285: Money Talk 1290 - Neal Rabin, co-founder of Miramar Systems, CEO and Author
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Listen to Neal Rabin, co-founder of Miramar Systems, CEO and Author
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Episode 284: Money Talk 1290 - Annamarie Belokona, CEO of AMfilm
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Listen to Annamarie Belokona, CEO of AMfilm
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Are Financial Advisors Worth It? (The Truth Finally Exposed!)
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Personal finance is personal, and so are financial advisors. We walk you through everything you need to know about financial advisors: their cost, their value, when you should consider hiring one – and when you shouldn’t. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the…
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445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals
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What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your “Repurposement” Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good. In this episode, we discuss: The mentality behind a “midlife cris…
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FF5 #16 - Fiduciary Duty to Follow Plan Documents
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to ERISA plan documents. He highlights common non-compliance issues, such as using plan forfeitures, defining compensation, vesting, and service credit. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.c…
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Empowering Women; Warning About Dangers of Medicare Advantage (#328)
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After a career at IBM, Lucretia Ryan founded Financial Freedom for Women, an organization whose goal is to help women gain financial independence. In addition to writing about financial issues, she puts on free retirement optimization workshops for women. After helping her late mother navigate healthcare in retirement, Lucretia warns about the dang…
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Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
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In this episode: 0:03 Slow Roll into Retirement 2:38 Working Beyond Retirement Age 4:38 Managing Retirement Portfolio Successfully 7:48 Housing Dilemma 9:18 Mutual Funds vs. ETFs 14:34 Owning Multiple Houses 16:46 Long-Term Housing Plans Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
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Episode 51: Special Guest, Victor Wilkerson, President of Bison Wealth
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Send us a Text Message. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. D…
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The Influence of Leadership - Digging In - Rooted Wealth Advisors
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Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Chief Culture Officer Michael Pueschell sits down with Kinch to talk about the influence of leadership, and the things that come alongside that leadership. From top to bottom Michael firmly believes t…
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Market Recap: Equities, Bonds, and Economic Indicators In this episode, David, managing partner at the Bahnsen Group, provides a recap of the latest market activities. Broadcasting from Dallas, Texas, he shares insights on slight movements in the Dow, S&P, and NASDAQ indices, with real estate being the top performing sector. He also discusses minor…
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Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud?
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Today we’re going to cut through some of the fear by identifying the most common financial scams so you know what to be on the lookout for. We’ll also give you some tangible actions to take today to help safeguard your accounts. Are you at risk of having your identity stolen or becoming of fraud? We’ll break it all down with Scott in this video. He…
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Many couples wonder if it is the right decision for them to retire at the same time. Sean will discuss this question today and give some reasons on why this may, or may not work depending on each individual situation. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com…
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A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money"…
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My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19…
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The Safe Money Retirement Guy Show – Episode 35 – Cost Of Anxiety
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Bill begins by reflecting on the aphorism, "scared money makes no money," acknowledging the truth in taking calculated risks for financial growth. However, he warns against the unseen costs of potential losses and the toll they take on individuals' peace of mind, especially as retirement looms closer. Highlighting the unpredictability of market flu…
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In this edition: 13:09 Exploring Retirement Costs Across the Country 20:44 Importance of Second Opinions in Investing 29:31 Exploring Anti-ESG Funds 35:02 Disputing Charges on Credit Cards Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
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Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
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In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answe…
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Mid-Year Market Update and Economic Insights: Dividend Cafe for June 26th In this episode of Dividend Cafe, recorded on Wednesday, June 26th, Brian provides a mid-year update on the financial markets, highlighting the positive yet quiet trading day and the overall decent performance of the S&P 500 for the year's first half. Key points include a det…
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"I'm 42 and want to retire early at 45. I’ve stress-tested my plan and everything looks okay, but I’m having a hard time mentally stepping away from the job. I know I want to spend more time with my kids (they’re my ‘why’).So why is it so hard to make the switch?" We'll walk you through that question and more in today's Q&A episode! Jump start your…
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Healthcare costs in retirement can be a financial shock. In this episode, we break down why a 65-year-old couple might need over $300,000 and what steps you can take today to safeguard your future. Cortburg Speaks Retirement - episode #194 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial pl…
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Jenny Kiesewetter: Selecting ERISA Plan Service Providers
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About Jenny Kiesewetter: As an ERISA and employee benefits attorney at Fisher Phillips, Jenny Kiesewetter helps clients navigate the complex and ever-changing landscape of ERISA, health and welfare benefit plans, retirement plans, cafeteria plans, severance plans, and equity-based compensation plans. Jenny also works with plan sponsors, administrat…
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Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.c…
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In this episode: 1:34 Don's Dumb Duo 5:23 Get a Second Opinion 8:40 The Value of Gold 11:43 Financial Planning Challenges 14:55 Roth Conversions Advice 16:57 Schwab and Fidelity Comparison 19:50 Clarification on Bond Holdings 22:06 After-Tax Contributions in 401k 29:46 Disagreement on Alternative Investments 33:56 Caution on Private Credit Investme…
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In today's show: 0:04 Slipping into the Matrix 5:01 The Fascination with Market Capitalization 9:45 The Importance of Diversification 13:14 Understanding Pension Plan Options 16:59 Annuities vs. IRAs: Which is Better? 19:16 Opportunities for Financial Guidance Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Mixed Market Movements and Resilient Housing Prices in Focus In this episode of Dividend Cafe, market commentary includes a mixed performance across the indices with the Dow down nearly 300 points while the S&P and Nasdaq posted gains. Economic updates reveal all-time high home prices per the Case Shiller Home Price Index and decreased sales of pre…
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Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra - 4
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How much do retirees really spend in retirement? Does the Social Security Primary Insurance Amount (PIA) continue to rise with inflation? Is all the talk about higher future tax brackets just fear-mongering? Can "Johnny Mercer" afford to leave money for his heirs, and what should his strategy be for converting his retirement savings to Roth IRA for…
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When Should a Retirement Plan Start Producing Results?
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Mike Riedmiller explains inflation and its impact on retirement planning. Mike explores the need for a long-term perspective and regular review meetings with your financial advisor. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President of Riedmiller Wealth Man…
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With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our …
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I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California…
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Are Private Equity Investment’s Dragging Down Pensions?
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On this podcast Joel Garris is joined by Zach Keister to discuss the importance of starting to save early and the power of compounding and its impact on your retirement. Also they discuss the role of private equity within pensions and individual investor portfolios in reference to poor performance and limitations. These topics and more on this week…
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Trusts, Tax Implications, & Long-term Care Strategies (6/22/2024)
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Jeremiah Bates and attorney Steve Rausch emphasize the significance of estate planning and the benefits of using trusts to manage assets, maintain control, and minimize tax implications. They compare the tax implications of gifting property versus transferring through an estate plan, stressing the importance of understanding cost basis and capital …
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Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil
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Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential. Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the …
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7 Most Frequently Asked Questions #2 | The Dale Buckner Podcast Special Episode #2
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This week on the Dale Buckner Podcast, we are re-broadcasting part 2 of our 7 part "Most Frequently Asked Questions" series. Join Dale and Brett as they discussed the most common questions that clients ask them about retirement planning, and what to expect after they retire.By Dale Buckner
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Should I Stop Investing to Save for a House?
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"How long is it acceptable to drop my retirement contributions to save up for a home? Is 2 years too long while only investing 5% to receive match? 30yrs old, no debt, 120k in my Roth 401k" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with o…
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444: 3 Assets That Might Not Diversify as Well as You Think
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26:22
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Diversification is a key principle in investing, where you often combine assets with differing performance characteristics. However, this strategy is not foolproof. In this episode, we discuss: The definition of “uncorrelated assets” Why real estate’s correlation with stocks has increased What you need to know about “junk bonds” and crypto Assets t…
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Monday Market Rundown This episode of the Monday Dividend Cafe, recorded in Grand Rapids, Michigan, covers market updates including top performing sectors and notable changes in technology and cryptocurrencies. David discusses the concept of 'TBG day' where multiple key sectors align positively. The episode also provides an overview of recent AI in…
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I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is solid. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn mo…
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The Dangerous Retirement Plan You're Probably Using
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Today, we tackle a widespread but often misunderstood concept of retirement planning. Are you under the impression that time eliminates risk when it comes to your investments? Think again. In this engaging and informative episode, we break down why the common belief that "time in the market" reduces risk can lead to serious financial missteps, espe…
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Sunday, June 23rd. Rethinking the 60/40 portfolio.
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Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-tim…
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Based on our age and where we are in life, is now a good time to start doing some Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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In this episode we dive into retirement withdrawal strategies. We'll explore popular methods like the 4% rule and the bucket system, and discuss how to choose the right approach to secure your nest egg and enjoy a worry-free retirement.By Cory Sickles
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I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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