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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® 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 manage ...
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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 ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
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 ...
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, ...
 
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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. Through Retirement Planning education, resources, an ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
Join the team at National Retirement Group for helpful conversations about money, retirement, and planning for your financial future. From retirement to income, insurance, long term care, and many other topics, this is the show for you if you or a loved one are planning your financial future and need some helpful guidance along the way. The National Retirement Group, based in St. Petersburg, Florida, wants to help protect your financial future so you can live confidently. Mark LaTessa is you ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
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Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IR…
 
What can Mick Jagger teach you about retirement planning? This week we explore how some of the lyrics you may have heard from Mick Jagger over the years could provide you with valuable lessons when it comes to retirement planning. We hope you find this episode entertaining and enlightening. Glenn is available for in person and Zoom meetings. Simply…
 
We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor. Free Zoom Event on Chicago Schools 403(b) (1/26/21 6pm CT) Plan Rating Project Podcast Meridian Wealth Management 403bwise.orgAv Dan Otter, PhD and Scott Dauenhauer, CFP®
 
In this episode of Retirement Unlimited, Randy and Jeremiah dive into end of year tax strategies in the Retirement Update. Next, they discuss investing in bonds in the midst of continued Fed tapering in Tactical Asset Management. Lastly, they consider the daring escape of the women’s soccer team from Afghanistan in News You Can Use.…
 
This week's retirement reading is from Market Watch titled, Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/254. Show Notes: RetireWithPurpose.com…
 
Welcome back to Powering Your Retirement Radio. Today, we're going to continue our conversation about college planning and colleges in general with my good friend, Dr. Bryon L. Grigsby, who I've known since we were high school classmates, college roommates, and many other things throughout our lives. Bryon is the President of Moravian University in…
 
When planning for financial freedom in your retirement years, there is one topic you cannot forget about: taxes. How much you will owe in taxes during your retirement really depends on how your retirement income is generated, as well as the amount of your retirement income. So, in this episode, I will be explaining how to ensure the smoothest ride …
 
How should you prepare for the possibility of needing long-term care? Is long-term care insurance your only option? Alan and Troy share the basics of how to address long-term care expenses in your financial plan. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-16-planning-for-long-term-care-expenses/ W…
 
When you do a jigsaw puzzle with your family you probably start off with a strategy. You are going to look at the big picture, organize your pieces, and decide where to start. Approaching our retirement plan, in the same way, can be helpful. What is the big picture of the puzzle? What is the big picture in your retirement plan? The framework of the…
 
Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/…
 
Oftentimes, those who have been diligent savers and who consider themselves financially responsible will think that it means they haven't made any mistakes with their retirement plan. That isn't always true. While being responsible can certainly help avoid certain financial missteps, there are still some traps that you can fall into. Richard will d…
 
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing... Show Notes: Retirement Rescue TOOLKIT: https…
 
What are some of the most frequently asked questions when it comes to a 401(k)? There can be a lot to a 401(k) so we’ll help you plan correctly. Read and learn more: https://petersonfg.com/common-401k-faqs/ What we discuss: 1:11 - Company plan offers advice for a low fee, should I take it? 4:04 - Do I put as much as I can in or just up to the match…
 
We always love answering questions from our loyal listeners. Today, we'll dive into questions like: how long should I wait to take social security? Do I turn my monthly pension into a lump sum payout? Am I better off with two brokers or one? Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://Pat…
 
It’s a difficult situation for anyone when your spouse passes away, and you're suddenly on a deadline with the IRS to make plenty of financial decisions right away. In this episode, Travis Johnson is here to speak about why it’s important to talk about death and taxes. Travis explains the tax deadline an individual is subjected to when their partne…
 
I received a great question from someone recently: Should he do a giant (and I mean giant) Roth Conversion in light of potential tax increases as well as future legislation potentially ending Roth Conversions? Tune in to listen to my answer as well as 5 things to think about if you want to make a big Roth Conversion.…
 
The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what. In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s imp…
 
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming the frugality that stems from a lifetime of saving is one way to live a life free of regret in retirement. To ensu…
 
Check out Jeremy’s latest podcast on Héctor Colón’s Servant Leadership by listening on “Apple Podcasts” or “Google Podcasts” or read below for Héctor Colón’s Journey From Boxing Ring to Boardroom. #61 – You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was a…
 
Today I’m sharing key findings from a 22-year study on investing in real estate. In general, there are three primary ways you can invest in real estate: Direct ownership Listed real estate Unlisted real estate Most investors agree that allocating to real estate is prudent. But they don't always agree on the best investment vehicle to use. If you co…
 
Bob Klein’s article, Insure Sequence of Returns Risk with a HECM Mortgage was published in The Street’s Retirement Daily. A home equity conversion mortgage (HECM), better known as a reverse mortgage, can be used to manage and mitigate sequence of returns risk. The post Bob Klein’s “Insure Sequence of Returns Risk with a HECM Mortgage” Published in …
 
What unique challenges do women face in retirement planning? We talk with Russ Thornton, an experienced retirement advisor who specializes in helping women prepare for retirement. And we cover several topics of interest to anyone who’s planning for retirement. We discuss: The story behind why he specializes in retirement planning for women What he …
 
In this episode of Women's Retirement Radio, I'm joined by Dan Munster. Dan is an Eldercare and Special Needs attorney in Atlanta. He focuses exclusively on helping senior Georgia residents evaluate whether Medicaid (or other resources) can play a role in their care as they age. A couple of key points we covered: Why Medicaid isn't sub-standard car…
 
In this episode, Damon and Matt discuss the massive amount of cash about to flood the economy, in the form of inheritance. They offer some tips on how to handle life changing money. Plus, advice on End Of Year Checklists that could affect you well into the new year. For more information on Acute Wealth Advisors or to schedule a consultation, visit …
 
Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.
 
Since travel is on many soon-to-be retirees' must-do lists I have created this summer travel series with various travel experts. Danielle Desir from the Thought Card podcast joins me today to discuss how to travel to any destination on a budget. Recognized by Flight Network as one of the best travel hackers in the world, Danielle has figured out ho…
 
Episode 346: I’m not at all concerned about the stock market selloff that happened on Black Friday. In fact, the rally will likely continue even longer, because now the FED will be more hesitant to raise interest rates. In this episode I discuss the two primary drivers of COVID inflation…and neither have anything to do with FED monetary policy. Thi…
 
https://www.einsteinretirementworkshops.com/Einstein Retirement Daily, its content, and its presenter are not giving specific tax, legal or investment advice. If you hear something in our show that causes you to want to take specific action, please consult with the appropriate professional who knows your specific circumstance before taking any acti…
 
In today’s episode, I sit down with my friend Steve Gordon to talk about overcoming adversity, or how to deal with life's ambushes. You may already know my story, but if you haven’t listened lately, we’ll catch you up on one of those life changing ambushes I faced earlier this year. What I went through was by far the most difficult, life changing, …
 
One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you through on how to create a balance sheet, the different elements you should include, and how you can utiliz…
 
During this time of year when family is around and top of mind, it might be time to talk about what to do when we pass on. This is certainly a difficult conversations to have, but Steve will share some insight from his 25 years in the industry and some ways to navigate this topic. Steve will also be offering a complimentary white paper, or download…
 
You can’t have failed to hear about the DB pension transfer mis-selling scandal that affected many ex-British Steele workers or missed the numerous pension and investment mis-selling cases that have hit the headlines in recent years. Philippa is a lawyer and partner in the financial services litigation team at Clarke Willmott, where she specialises…
 
We are halfway through long-term care awareness month. We’ll be finishing up our conversation on long-term care today and discussing some alternative solutions for those looking to pay for long-term care. Most people want to stay at home if it ever came to them receiving care, how will you pay for this? The insurance world is starting to transition…
 
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Contact Info: Website: https://crystallaketax.…
 
Time is undefeated. Nobody outlasts time. One of the big questions that people have, when they seek our advice, is: Will we be OK financially and have money for the rest of our lives? We’ll let you know what steps you must do to get there. Read more and get additional financial resources here: https://listentoscott.com/podcasts/time-is-undefeated/ …
 
Is that the whole truth and nothing but the truth? So often we hear these financial concepts but don’t get the full picture of what’s going on and what to look for. Sean shares what you really need to know. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-77-financial-half-truths/ What we discuss: 0:20…
 
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