show episodes
 
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.
  continue reading
 
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
  continue reading
 
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
  continue reading
 
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
  continue reading
 
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
  continue reading
 
Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
  continue reading
 
Artwork

1
Financial Residency

Financial Residency Network

Unsubscribe
Unsubscribe
Daglig
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
  continue reading
 
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 ...
  continue reading
 
Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
  continue reading
 
Artwork

1
Rock on Retirement

Rock on Retirement

Unsubscribe
Unsubscribe
Månedlig
 
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
  continue reading
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
  continue reading
 
Artwork

1
Retirement Roux with Simon & Simon Financial

Gerald Simon, Chad Simon, Grant Simon

Unsubscribe
Unsubscribe
Månedlig
 
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
  continue reading
 
The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the ...
  continue reading
 
Artwork

1
Digital Profiler

Digital Profilers

Unsubscribe
Unsubscribe
Månedlig
 
Digital Profilers offers promotional services to help brand your Web 3 blockchain projects giving it the visibility and branding it needs. Crypto Bee Education works with CollabifyNFT to bring beginners crypto education and news about upcoming NFT projects.
  continue reading
 
Loading …
show series
 
In Episode 161, Fred discusses various aspects of retirement planning covering topics such as divorce, creating a retirement spending plan, maximizing Social Security benefits, withdrawal strategies, healthcare planning, and finding purpose in retirement. Fred emphasizes the importance of creating a budget, understanding one's financial needs, and …
  continue reading
 
Joe Murphy discusses the psychological phases of retirement, as described by author Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase. The hosts emphasize the importance of planning for retirement, both financially and psychologically, to ensure a smooth trans…
  continue reading
 
Kevin Brucher discusses the importance of avoiding financial diseases in retirement. He compares long-term risks to heart disease and emphasizes the need to account for factors like longevity and inflation. He also highlights the importance of updating financial plans as circumstances change, drawing a parallel to Alzheimer's disease. Mismanaging c…
  continue reading
 
The law firm of Dicello Levitt LLP filed a class action lawsuit against Equitable Financial Life Insurance Company. They allege that Equitable charged investors significant undisclosed fees on their EQUI-VEST variable annuities. Case Summary Contact Law Firm Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement Bills Fan Wins Fanatics Fe…
  continue reading
 
In this session, Jon from Contract Diagnostics discusses the nuances of supervising nurse practitioners (NPs) and physician assistants (PAs). He covers essential aspects such as the impact on your role, the need for clear supervision agreements, compensation considerations, and the importance of understanding contract terms related to staff supervi…
  continue reading
 
Join Jon from Contract Diagnostics as he navigates the job search process for physicians during interview season. He covers essential topics including when to start looking for positions, evaluating multiple offers, site visit tips, and understanding employment contracts. Get insights on how to effectively assess job opportunities and negotiate ter…
  continue reading
 
In this episode of "The Life Well Lived, A Physician's Guide to Wealth" podcast, host James Nutter delves deep into the concept of living a fulfilled life by mastering your finances. As he approaches the end of his Financial Wellness 101 series that began on June 28, he emphasizes the importance of aligning financial decisions with personal values …
  continue reading
 
Discover how BMO Bank's exclusive rate modification feature can help you save on loan costs, with the flexibility to relock your rate if market conditions improve, all while avoiding high refinancing fees. Plus, don’t forget to reach out for a free copy of Doug’s book, The Hippocratic House, by emailing doug.crouse@bmo.com. Tune in for more insight…
  continue reading
 
Dr. Jordan Grumet is the podcast host of Earn and Invest and author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life." He reflects on his hospice patients and own experiences, which taught him the importance of finding those things that fill your cup and bring you joy. We talk abou…
  continue reading
 
Coming up...a hot and perhaps divisive topic, one that's been on everyone's mind as we approach the 2024 election. The intersection of the presidential race and economic policy is a big concern. We will discuss how they could affect your financial future, especially if you're nearing or already enjoying retirement. Next on Retire Smart Maryland Rad…
  continue reading
 
Coming up on Plan Today on Tomorrow, what are the hot topics on everyone's mind when it comes to retirement? The election, inflation, interest rates, and taxes. We hit it all on today's show. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retiring, Planning, Sa…
  continue reading
 
Today, Jon from Contract Diagnostics speaks on recent news that has brought a major change: the FTC's nationwide ban on non-competes has been overturned. This means the regulation that aimed to eliminate non-compete agreements for all workers, including physicians, is no longer in effect. While some states have adjusted their rules, the nationwide …
  continue reading
 
Joe Murphy and estate planning attorney Brian Less discuss the Fed's annual economic conference in Jackson Hole and the implications of the Fed's rate cut cycle. Brian also explains the difference between a will and a trust, highlighting the benefits of a trust in avoiding probate and providing more control over assets. The conversation then shifts…
  continue reading
 
In Episode 160, Fred Saide discusses the nine crucial steps to consider for a smooth and fulfilling retirement. The checklist includes topics such as retirement savings, multiple streams of reliable income, minimizing debt, comprehensive health and long-term care coverage, proper planning for spending and enjoyment, inflation protection, effective …
  continue reading
 
In this episode of Mortgage Minute with Doug Crouse from BMO Bank, discusses the importance of planning ahead if you can't attend your closing in person. Learn about the necessity of arranging mobile notary services or using a power of attorney well before your closing date. Discover why most lenders require wet signatures and the need for advance …
  continue reading
 
Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions for estate planning, including the abi…
  continue reading
 
In this episode of Mortgage Minute, host Doug Crouse from BMO Bank discusses potential future changes that may impact mortgage availability, especially for out-of-footprint states on the East Coast. He suggests that opening a free checking account with BMO could help preserve your banking options if such changes occur. Plus, don’t forget to reach o…
  continue reading
 
In this episode of "A Life Well Lived: A Physician’s Guide to Wealth Masterclass," host James Nutter welcomes Darlene Dresch, a prominent real estate expert, for an in-depth discussion on the 2024 real estate trends for physicians. They explore critical financial aspects and market dynamics that physicians need to know when securing their dream hom…
  continue reading
 
In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter provides a comprehensive checklist for pursuing Public Service Loan Forgiveness (PSLF) for physicians. He breaks down the steps to understanding the requirements, confirming if PSLF is right for you, getting organized and doing it consistently, building a contingenc…
  continue reading
 
Dr. Niki Kennedy started out as a biomedical engineer, but then became a vascular surgeon. Her passion is bringing people together to advance medical technology and make healthcare better. She founded Arbor Hive, which is a network of physicians, allied health professionals, business owners, investors, engineers and others who come together to make…
  continue reading
 
Planning for retirement can be challenging, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future expenses, these missteps can significantly impact your retirement. We'll show you some proactive strategies to avoid these common errors and secure a comfortable and stress -free retirement. If…
  continue reading
 
Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to understanding your future costs, these missteps can significantly impact your retirement. We'll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress -free retirement If you h…
  continue reading
 
Welcome to this episode of Mortgage Minute with Doug Crouse! Today, we dive into BMO's Rate Modification Program, a cost-effective alternative to traditional refinancing. Learn how you can save money by modifying your loan rate without incurring the high costs of a new appraisal, title work, and lender fees. Discover the benefits of a flat fee stru…
  continue reading
 
Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement. The discussion touches on the importance of considering Congress and not just the president when it comes to changing laws and policies. He also delves into the impact of different admini…
  continue reading
 
In Episode 159, Fred discusses the impact of presidential elections on the economy and explores the economic history of past presidents. He touches on topics such as the current job market, the chances of a recession, the role of the Federal Reserve, and the impact of tax policies. He also discusses issues like healthcare, regulation, immigration, …
  continue reading
 
Joe Murphy discusses the seven habits of highly effective people and retirement readiness. They emphasize the importance of accurate information and planning for retirement, using tools like calculators and budgeting. They also discuss the timeless wisdom found in self-help books and the value of gaining knowledge and perspective. The conversation …
  continue reading
 
In this episode of the Mortgage Minute, host Doug Crouse from BMO Bank discusses the potential upcoming rate cuts by the Fed and the impact on refinancing decisions. Doug warns against hasty refinancing based on lender hype and emphasizes the importance of evaluating if refinancing truly benefits you. He advises considering factors like loan size, …
  continue reading
 
Join us for a comprehensive Q&A session at Contract Diagnostics, where we address crucial questions about hiring PAs and nurse practitioners, navigating private practice contracts, and negotiating terms during transitions. Discover expert advice on salaries, benefits, and making informed decisions about your medical career. Jon invites individuals …
  continue reading
 
In this insightful episode of "The Life Well Lived: A Physician's Guide to Financial Wellness," host James Nutter continues his compelling Financial Wellness 101 series. Designed to help physicians take control of their finances and, by extension, their lives, this episode dives into the significance of setting a clear, value-driven vision for fina…
  continue reading
 
In this episode of "The Life Well Lived, a Physician's Guide to Wealth," host James Nutter dives into the final stages of the Financial Wellness 101 series. Over the summer, James has guided listeners through numerous areas of financial wellness, addressing key aspects such as financial vitals, free cash flows, values workshops, and time audits. No…
  continue reading
 
Physician philosopher, author, anesthesiologist and host of Money Meets Medicine podcast Dr. Jimmy Turner joins us today to talk about how enjoying the journey can help a physician maintain and achieve happiness both personally and professionally. Although it is important to plan for the future, it is also important to live in the present. Being in…
  continue reading
 
Loading …

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett