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Ready For Retirement

James Conole, CFP®

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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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 jillonmoney at gmail dot com.
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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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Retirement Answers

Jacob Duke, CFP®

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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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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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The Retirement Summit

Summit Wealth Strategies

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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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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

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NerdWallet’s objective finance journalists answer real-world questions empowering you to make smarter decisions with your money and help your finances thrive. The Nerds are your resource to make the most of your personal finances, while cutting through the clutter and misinformation of today’s economic news and advice. You’ll get clarity on strategies to help you build your wealth, invest wisely, shop for financial products, and plan for major life events. By the end of each episode, you’ll ...
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Retirement Keys

Anthony Cangemi

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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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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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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.
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
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Welcome to "Low Income, Rich Life," the podcast that helps you prepare for a secure and fulfilling retirement, even on a limited income. I'm your host, Kevin Bass. Each week, we'll explore practical tips and strategies for getting out of debt, lowering expenses, living a simpler life, and finding true contentment.
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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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Are you ready to transform retirement uncertainty into a clear, actionable plan? If you’re looking to retire in the next 5-10 years, you’ve come to the right spot. Only 54% of Gen Xers feel prepared for retirement, and a staggering 22% believe they’ll enjoy a comfortable lifestyle. If retirement planning and your finances feel overwhelming, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances and your personal financial coach. It’s time to stop avoiding your finances and start h ...
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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 ...
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Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confid ...
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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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.
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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 ...
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MoneyMD

Richard Young Associates

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MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
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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 ...
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. 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.
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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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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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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The Financial Findings Podcast: Where Financial Research, Policy, and Practice Meet

UW-Madison’s Center for Financial Security & Retirement & Disability Research Center

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The Financial Findings podcast, hosted by UW-Madison’s Retirement & Disability Research Center with support from the Social Security Administration, discusses recent research on retirement, disability, social security, and other key financial issues that American households face every day. Episodes contain interviews with researchers and evidence-based strategies that policy makers and practitioners can implement to strengthen financial well-being for individuals at all stages of life.
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Patrick A. Strubbe, ChFC, CLU, RFC is the founder and managing partner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today, Investors Business Daily, Fortune.com, and Entrepreneur.com, and on WIS-NBC TV News with Dawndy Mercer Plank. Pat is also the author of the Amazon.com best-selling books, “Save Your Retirement!” and "The Retirement Secret," Pat’s down-to-earth humor and expertise ...
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Learn how to build wealth - investing, pensions, the psychology of money - even things like how to get a payrise. We’re not taught about money so most of us don’t know how to build long term wealth, but with a bit more knowledge and confidence you can change your financial future. Our focus is on the big stuff, teaching you the strategies and mindset shifts that can have a significant impact on your life. This is the financial education we wish we'd had. Hosted by Damien Jordan (YouTube @Dam ...
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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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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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rich & REGULAR is the podcast for people who want to take charge of their money, pay off their debt, build their wealth, and live their best lives without being obsessed with money. Every week, Kiersten and Julien Saunders show you how money intersects with everything else in your life and teach you how to use it to your advantage. They share their insights and tips on how to make, save, and invest money in creative and unconventional ways. They also help you understand the big changes that ...
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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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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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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Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Unlocking Your Financial Future

BA Schrock Financial Group

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Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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After so many years of paying into Social Security, you might feel ready to reap the benefits. But before you get too eager, it’s best to have a thorough understanding of the different variables and how to best leverage them. On today’s podcast, Eric emphasizes the need for a comprehensive strategy and personalized plan. Here’s some of what we disc…
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Mike Riedmiller focuses on the importance of retirement planning, highlighting the risks associated with retiring at 65, the benefits of planning ahead, and the necessity of having a comprehensive financial and estate plan. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Ried…
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In this episode, Kevin discusses the importance of understanding market trends and investment strategies, emphasizing the need for a solid financial plan to navigate retirement successfully. He highlights the significance of creating a diversified income strategy, staying informed about changing regulations, and customizing retirement plans to meet…
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the signifi…
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Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger Personal Finance. She also has a new edition of her bestselling book, Maximizing Social Security Benefits, a must-read for retirees and pre-retirees. My fi…
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George Agan is a Chartered Financial Planner who’s helped thousands of people plan for their financial future. Can you afford the retirement you want? If not, how are you going to get there? ☕ Want help from George with your finances? You can get guidance 1:1 for a flat hourly rate. If you want more info on this service, email Damo's Co-Founder on …
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In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the pressing concerns of retirees, particularly focusing on inflation, long-term care, and the dynamics of the real estate market amidst fluctuating interest rates. They explore how these factors impact retirement planning and the financial security of older A…
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Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer? 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…
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It's going to be a big year for those who are planning to retire in 2025. If that's you, we've got some things that you need to do before saying goodbye to 2024. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, See omnystudio.com/list…
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Coming up on Plan Today, Own Tomorrow, we're talking about how health takes center stage as you approach retirement. Is your financial plan prepared for what's ahead? Tanner Moore, Senior Healthcare Advisor and Advisor Bobby Futch are driving the show this week as Garry Thurman is on assignment. If you have any questions about your retirement plann…
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After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit? 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…
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In Episode 168, Fred Saide discusses the challenges facing Americans in retirement, including the perception of unpreparedness, the complexities of Social Security, and the importance of healthcare planning. He emphasizes the need for comprehensive financial strategies to navigate inflation, manage risks, and ensure a secure retirement income. The …
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Joe Murphy explores the implications of artificial intelligence (AI) in retirement planning. They discuss the potential benefits and limitations of AI in providing financial advice, emphasizing the importance of human judgment and trust in financial decision-making. The conversation highlights the need for personalized financial planning and the ri…
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Kevin Brooker and Steve Sedahl discuss the challenges facing retirees in America, including the alarming statistics on retirement savings and the importance of financial literacy. They explore strategies for supporting children's education without jeopardizing retirement savings, the significance of shopping around for insurance, and the implicatio…
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Will Medicare cost you more in coming years due to shortages in funding ? Will Medicare Advantage plans start pushing subscribers to cheaper drug substitutes for more serious conditions? Find out where the savings can be had, and the overcharges to avoid. Then Shelley Grandidge joins us to talk about it all. MASTERING MONEY is on the air!!!…
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What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…
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In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is now open for some employer-sponsored plans and Medicare, with ACA plans starting on Nov. 1. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon…
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The stock market has spent more than 240 days above the 200 day average. So, are stocks too high to keep climbing? What do the statistics say when we have reached 240 consecutive days above the 200 day average? We'll explore the actual statistics of where the marke tend up six months and twelve months later--and reveal the #1 method of stock select…
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Only 36% of voters still believe the American Dream is attainable, according to a 2023 Wall Street Journal/NORC survey. This figure is decidedly lower than other pollster findings in similar surveys. Those revealed that 48% of voters in 2016 and 53% in 2012 felt reasonably assured of their opportunities for a prosperous future. In other words, more…
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Sitting down to do a tax projection can make a huge impact on the amount of taxes you pay – but you have to do it before December 31! Whether you’re expecting next year to be a high- or low-income year, join us as we discuss how a tax projection can help minimize your tax burden. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Me…
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In this week's episode, we'll discuss if it is possible to transfer the risks in retirement to a top-rated insurance company. How can you completely remove the risk of running out of money before you run out of life? What are the options to remove the risk of a market event wiping out your life savings? How can you eliminate the risk of a long-term…
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In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on strategies to secure guaranteed income in retirement. They discuss the benefits of annuities, defined benefit pensions, Canada Pension Plan (CPP), and Old Age Security (OAS) to create an income floor that…
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As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from …
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Learn how the presidential candidates' policies on health care and student loans differ in how they could impact your finances. What impact could presidential policies have on health care and student loans? How might these policies affect your personal finances? Hosts Sean Pyles and Anna Helhoski discuss health care costs and student loan forgivene…
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Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something? 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 …
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Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…
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"The SECURE Act 2.0 has changed things a lot. We will explore every detail of the new rules, and trust me when I say pouring over 260 pages of new legislation wasn't exactly a walk in the park, but I've done the heavy lifting for you, so you don't have to." What if understanding the SECURE Act 2.0 could absolutely transform your retirement planning…
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Wall Street is suddenly worried that the S&P 500 is on the cusp of another ‘lost decade’, reports MarketWatch. The decade from 1999 to 2008 is often referred to as the lost decade in stocks because of the massive run up in the 1990’s followed by a negative return for the next ten years. Is that where we are headed now? We’ll explore both sides of t…
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Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first? These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind. I encourage you to ask yourself, "…
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In this episode, Nate and Ben explore the essential financial decisions that physician families face regarding student loan management and resource allocation. The hosts discuss how to strike a balance between paying off student debt and achieving other financial goals, such as saving for retirement and funding children's education. This episode fe…
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Learn the key differences between sports betting and investing, plus tips for managing the financial risks of gambling. How is sports betting different from investing in the stock market? What are the financial risks and benefits of sports betting versus stock market investing? Hosts Tess Vigeland and Anna Helhoski dive into the booming sports bett…
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I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to happen to me. 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, ww…
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Financial gurus have gains millions of followers over the years. On the one hand, some of their advice has helped many Americans make better financial decisions. But on the other hand, their paint-by-the-numbers financial strategies and advice are often grossly oversimplified and sometimes can be even harmful to their followers.In today's show, Pat…
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Empty tables and rising costs are pushing more restaurants into Bankruptcy, says the Wall Street Journal. Has the Covid “Stimmie” money finally run out? California’s push for higher minimum wages for all, and free health care for all is spreading across the U.S. and causing a growing number of restaurants to close their doors. That report in the Ma…
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When it comes to retirement, one of the most common questions is, "How can I ensure my income lasts throughout my retirement?" After all, the last thing you want is to run out of money in the years when you should be enjoying retirement. Many people debate whether to start their Social Security benefits at 65 or wait until 67 or even 70. While dela…
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Send us a text In today’s episode, we’re diving deep into the 2025 Social Security changes that will impact your retirement plans. We’ll cover the essential updates, including: 2025 COLA Increase Earnings Limits for Working Retirees Impact on Your Benefits Holistic Retirement Planning Whether you're already retired or planning your retirement, this…
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You've got to start that conversation about your retirement, but you really don't know what kinds of questions to ask. Take a moment and jot down a few of those important things you have on your mind. It's a great start to a productive conversation and a successful retirement. Then, pick up the phone and talk to Doug.…
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James sits down with someone who’s financially set to retire—mortgage paid off, kids through college, and investments in place—but he’s still grappling with one big question: what’s next? Instead of focusing solely on financial strategies or retirement planning, James gives him some unexpected advice: start journaling. This led to a deeper conversa…
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Fantasy Football & Retirement It’s estimated that 30 million Americans enjoy playing fantasy football each year. But some may not realize that managing a fantasy team draws parallels to retirement saving. In this episode of Countdown to Retirement, Gregg MacInnis explains the similarities, including the importance of a good retirement offense and d…
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Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the impor…
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A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should I do? 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.joelg…
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In this episode, I discuss the emotions tied to spending and their impact on not only achieving financial goals, but making impactful decisions. I share a client story demonstrating the importance of identifying personal values to forge a positive relationship with money. You will learn practical tips like aligning purchases with their values and m…
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This week, we're returning to our "Quick Dip" format, where we explore three timely topics, giving you the need-to-know without the fluff. First up, is cord-cutting still worth it? Julien shares his long history of cord-cutting, which began long before he met Kiersten, and she shares her own journey to embracing a cable-less lifestyle. We discuss t…
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