A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Podcast by Retirement Lifestyle Advocates
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Podcast by B.O.S.S. Retirement Solutions
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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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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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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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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Podcast by Mark Falter
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Retire Smarter
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Discover stories from real people who are living out their definition of a secure retirement.
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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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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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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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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... a holistic lifestyle to build & preserve wealth
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement 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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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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Planning for retirement can be overwhelming and stressful without knowing where to start or who to trust. We are here to help bridge the gap between you and the world of financial advisors that want to help, starting with the knowledge you need to make an educated decision when choosing the right one.
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When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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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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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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The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
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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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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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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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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We’re talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we’ll be talking about is to highlight the ...
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine
On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivationa ...
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IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
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Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their…
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Ai Bubble? Let's compare it to the tech bubble of 1999
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In this podcast I compare the rapid growth of AI and a potential bubble to what we went through back in 1999's tech bubble. It's a compare and contrast discussion.Av ecoxn
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Investors went crypto crazy this year.
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In this episode, Grant and Bill discuss how investors went crypto crazy this year, how the IRS plans to get its shares of the profits, a popular retailer warns customers that tariffs could mean big changes, and the idea of old keeps getting older.Av Grant Dorhout
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Inbox Questions | When Should You Use An LLC?
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We answer a question from a 44-year-old Pittsburgh bus driver earning over six figures annually who maxes out a Roth IRA, contributes 10.5% to a 457 plan, and is covered by a pension. He owns five rental properties in his name and wonders if and when he should transfer them to an LLC. If you’re thinking, "I love the Big Picture Retirement podcast!”…
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Stocking Stuffers For Financial Freedom Part II
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On the last episode of 2024, we continue our “Stocking Stuffers For Financial Freedom” conversation. We hope you enjoy the Holiday Season and we look forward to reconnecting in 2025. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or v…
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End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)
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In this final episode of 2024, Brent Pasqua and Matthew Theal take a reflective dive into the major events and financial highlights of the year. From top year-end planning strategies to the evolution of AI and its impact on finance, this episode is packed with actionable advice and thought-provoking discussions. They also share personal anecdotes, …
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What If Social Security is Cut? Here's What it Means for Your Retirement
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Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of these uncertainties can cause “analysis paralysis,” leading some to delay retirement unnecessarily. Instead of fixating on what cannot be controlled—like…
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2024's Best Stocking Stuffers for Financial Freedom
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🎄 The holiday season is here! As you're busy stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that bring you closer to a secure retirement. 🎁 Here’s what we discuss in this episode: 0:00 - Intro 1:03 – Maxing out contributions 2:04 – Reviewing your Social Security strategy 3:55 – Consolidating old …
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Throughout our lives, there will be times when the markets rise and times when we experience downturns. Largely, we don’t have control over the circumstances we’re dealt, but we do have control over how we respond to those situations. In this episode, Eric will explore financial situations that can often feel stressful and inconvenient. We’ll focus…
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099: Housing Market Insights and a Recession & Inflation Reality Check with Danielle DiMartino Booth
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As we approach the end of 2024 with a new President-elect, many people wonder what’s in store for the stock market, housing market, and inflation. What’s really happening behind the scenes with the Federal Reserve, inflation, and the economy? We’re thrilled to have Danielle DiMartino Booth on the podcast to get her insights on these hot topics. Dan…
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Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow
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Joe tackles the psychology of retirement spending, offering actionable strategies to overcome the common fear of depleting savings. Joe discusses how retirees can transition from saving to spending confidently by addressing loss aversion, leveraging tools like retirement income guardrails, and aligning spending with their financial goals. Listeners…
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What Financial Advisors Wish Every Investor Knew
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Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Visit us online: https://blackoakam.com/ Get in touch with the Black Oak team: https://bl…
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12 Insightful (and Unbelievable!) Statistics About Markets & Investing
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Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here. The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year. Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxation summary, estate and gift tax annual limits…and more. 👉 Download i…
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Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows
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Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Show Notes …
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Five Steps To Improve Your Financial Success Score
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How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success. Here’s what we discuss in this episode: 0:00 – Intro 2:20 – You know where your money is going to c…
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#130 – Retirement planning chat with a "real" person, Peter Townsend
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Peter Townsend. They talk about a wide array of retirement planning topics such as becoming self-educated in the details of retirement planning AFTER already retiring, Social Security, funding potential long term care needs and more!…
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Wrap up the year with confidence! Miguel Gonzalez, CRC, shares 12 quick, actionable steps to get your finances in order before the year ends. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estat…
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The Cost of Avoiding Conversations: How Estate Planning Can Save Your Family Heartache
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Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess. Nobody likes a messy house. When your journey in this life ends and you’ve left your estate to your executor, wouldn’t you rather leave a lasting legacy instead of an acute headache? Today, I’m thrilled to share ins…
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Learn What to Ignore with Dr. Daniel Crosby
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💬 Show Notes Join us in this episode as we delve into the complexities of retirement planning with Dr. Daniel Crosby, author of The Soul of Wealth. Discover the importance of learning what to ignore and how to trust your inner voice amidst the noise. We also explore the nuances of health management with Dr. Bobby Dubois, discussing how to tailor yo…
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15. Rev Up Your Health & Wellness with Diane Amelia Read
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Gen X women, we're diving into the topic of women’s health before and during retirement. Diane Amelia Read shares actionable advice and strategies to help women prioritize their well-being during this transformative phase of life. This episode will inspire and empower you to thrive. We're talking about: Taking proactive steps in your 40s and 50s th…
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The TRUTH About Social Security Taxation: How It Actually Works
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👉 Book a call with me 👉 https://www.rivertreewealth.com/get-started __________________________________ ✅ If you want the Important Numbers 2025 PDF, send me an email! Email: jacob@rivertreewealth.com Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin.com/in/jacobduke Social Security taxation is confusing for most... "Am I being…
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444 Beyond the Money: Building a Purposeful Retirement with Dr. Jann Freed
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In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people live intentionally and reflect on their impact. Dr. Freed shared powerful insights on building meaningful relationships in the second half of life and explained how embracing the reality of our mortality can inspire us to live more fully. Her words re…
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Navigating Job Security in Uncertain Times
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This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025. For more inform…
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Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not
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Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not With Donald Trump winning the election, he’s pledged to extend the tax cuts he helped usher in back in 2017. They are scheduled to sunset at the end of 2025. In this episode of Countdown to Retirement, Gregg MacInnis explains how a Roth Conversion is still the smartest move in…
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Navigating Your Retirement: Essential Strategies
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In this episode of Your Retirement Radio, Kevin Madden discusses essential strategies for retirement planning, focusing on the importance of an end-of-year financial checklist, market predictions, and the creation of guaranteed income streams. He emphasizes the need for a solid financial plan to navigate the complexities of retirement, manage risks…
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Can Your Portfolio Handle a Volatile Market?
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Mike Riedmiller explores the current stock market predictions for 2025, highlighting the conflicting viewpoints from major financial institutions. He emphasizes the importance of personalized investment planning, especially for those nearing retirement, and discusses strategies to prepare for potential market downturns. To schedule your complimenta…
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14: Simple Financial Strategies for Busy Families with Kyle Kuyat and Jake Gardner
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How do busy professionals and families balance life, work, and the daunting task of financial planning? In this episode of Retirement Decoded by Money Pickle, Steve dives deep into strategies to simplify your finances, maximize wealth, and build a life that aligns with your values with guests Kyle Kuyat and Jake Gardner. Discover why defining your …
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Financial Planning For Women - Tanya Taylor, CPA & MBA
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How does financial planning differ for women? What type of financial planning strategies should you look for as a woman? We were lucky enough to talk to Tanya Taylor, a CPA and MBA about this subject. Tanya moved from Jamaica to America at a young age, and ended up working on Wall Street for years. She then decided to follow her passion of helping …
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Reflecting on 2024 and My 5 Big Takeaways!
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Welcome to a special end of 2024 solo episode of the Humans vs. Retirement podcast! This year there has been 40 episodes of the podcast released and I’m touching on 90,000 downloads, which blows my mind! I have been so lucky to have conversations with amazing guests and the feedback has been so humbling to hear. So, I want to take a moment to thank…
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Make the New Year Your Best Year Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _______________________ It’s a great time of year to slow down. But what about next year? Is it time for slow living? Stephanie O’Dea, author of Slow Living: Cultivating a Life of Purpose in a Hustle-Driven…
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The 4 Phases of Retirement (Rebroadcast)
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Originally aired April 2024: It may be easy to define success in your working career, but defining success in retirement can be more difficult. What does success look like in retirement? What will you do daily or weekly to get the most out of your retirement? In this episode of Retirement Starts Today, we’ll explore a TEDx talk about the 4 phases o…
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“Taxes over time” with Benjamin Brandt
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Joining the show this week is perhaps one of the forefathers of financial advisor podcasts, Benjamin Brandt. Ben shares his podcast and tax planning origin story (both predate being involved with RTS) and how his approach to these key areas of growth have changed over time. You don't have to be a tax expert to deliver massive value to clients, you …
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INFLATION untamed … good or bad for stocks? 241215
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Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market hasn’t been happy about that. Beyond inflation there are several issues which could impact the stock market early next year, expect a more business friendly environment with less antitrust actions and ro…
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The Retirement Savings Crisis - December 15, 2024
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Alan takes a look at a recent AARP study which shows that 20% of adults age 50 and older have NO retirement savings, and taxes might go up to help compensate. Alan takes a further look at this study and delves into why saving and planning for retirement is so important. Later Troy joins him to go over things that should be on anyone's list for putt…
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2024-12-15 Retirement Lifestyle Advocates Radio w/ Murray Gunn
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Dennis Tubbergen hosts RLA Radio with guest Murray Gunn, head of global research at Elliott Wave International. They discuss the current state of the U.S. stock market, highlighting extreme complacency and potential risks. Gunn predicts a significant market downturn, with U.S. stock indices potentially declining by 30-50% over the next few years. H…
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7 Invaluable Lessons From Today's Retirees
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Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their biggest mistakes? Don’t miss a special episode of Retirement Solutions Radio.Air Date: 12/14/24Av B.O.S.S. Retirement Solutions
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028: Financial Habits to Break and Four Questions About Retirement
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Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now. Josh Bretl and Mark Elliott discuss avoiding complacency and other bad habits in retirement …
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Your Retirement Anti-bucket List: Common Retiree Experiences You Don’t Want to Have
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You may have started thinking on your "bucket list" but have you given thought to things that you do not want to be a part of your retirement experience? Imagine spending more time on meaningful activities and less on the grind. Retirement isn't just about finances; it's about finding purpose beyond a career and navigating an entirely different sea…
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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
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In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Togethe…
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S3 Ep8: GRD036: Should I Use My HSA in Retirement?
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In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should use a Health Savings Account (HSA) in retirement.Av The Great Retirement Debate with Ed Slott & Jeffrey Levine
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In this episode of "Rock Your Retirement," Kathe Kline and Barbara Mock discuss a range of affordable living and travel options for seniors, particularly focused on those with limited financial means. Addressing concerns about the targeted demographic of the show, Kathe and Barbara dive into practical solutions for managing housing expenses, such a…
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In this episode, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the right policy depends on your individual financial goals. Key Terms Discussed: -Term Life Insurance -Whole Life Insurance -The Cash Value Debate -Guarante…
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Navigating The DROP Program: Retirement Strategies and Financial Planning Explained
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How can a simple program supercharge your retirement income strategy? In this episode, April Schoen breaks down the intricacies of DROP, The Deferred Retirement Option Program, and its latest updates impacting your financial future. In this episode, you’ll discover… The enticing benefits that make the DROP program a game-changer. Key eligibility ch…
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John Blanchard discusses various aspects of retirement planning, including the impact of political changes on financial strategies, the importance of understanding hidden fees in retirement accounts, and the challenges associated with pensions. He emphasizes the need for a comprehensive plan that addresses market volatility, the 4% withdrawal rule,…
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#148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's
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In this episode, Patrick discusses how to have a gentle conversation with a loved one when it's time to talk about future caregiving. Is it time to move closer to family that can help? Should you sell your home and use the money to move into a care facility? All of these questions and more arise, and it can be awkward to discuss. It doesn't have to…
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ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)
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In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors. The…
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