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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 ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • 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, I'll a ...
 
If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
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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 ...
 
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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.
 
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
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
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.
 
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Rock Your Retirement Show

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Rock Your Retirement Show

Kathe Kline and her guests discuss Retirement Lifestyle, not money.

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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 ...
 
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 ...
 
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
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 ...
 
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 ...
 
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, includ ...
 
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.
 
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.
 
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 ...
 
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
 
Are you getting close to retirement and wondering what comes next? Or maybe you’ve found yourself retired and you weren’t really ready for it? You’re not alone … many people have no idea what retirement is going to bring. And the internet is full of financial advice for retirement, but there's not much about what really goes on after retirement. We all know that life doesn’t end at retirement – there’s potentially two or three more decades that we’re going to have to live through. So, the bi ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
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show series
 
If you’ve followed the podcast for some time, you’ll know that I’ve spoken with a couple of people from retirement villages about what they offer residents and why people should consider moving in. This week we will hear what it’s like from the inside. I am really pleased to share with you a conversation I had with clients of mine, Nick & Jane Crow…
 
There are many different types of loans available for investors. Whether it’s conventional, DSCR, non-recourse, interest only, or any other type, one thing you rarely hear about is the All in One loan. Cori Zigman and Zach Lemaster talk with Harrison and Adam from CMG Home Loans explain the process and how investors can best utilize them. Schedule …
 
When I talk with new clients about their hopes for their retirement, many say “I just want to retire happy.” But when we explore what that means and what it will take to retire happy, it becomes clear that it’s quite different for everyone. For some, it seems that escaping from full-time work will do the trick. But for many people, it’s not that si…
 
Matt Deaton explains how there could be opportunities in a down market that you may not have heard of. Plus, how to handle an inheritance if you don't want your kids to become entitled. Finally, what can we learn about retirement planning from a gas station? For more information on Acute Wealth Advisors or to schedule a complimentary consultation c…
 
Finding the right tax advisor can be a frustrating experience. Today, we talk to Steven Jarvis, CPA about the steps you should take when looking for a new advisor to help you with taxes. Steven is the owner of Retirement Tax Services and aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce mo…
 
On this episode of A Wiser Retirement Podcast, Casey Smith, and Randy Hargett, CLTC, discuss the importance of life insurance to make sure your family's needs are covered. Podcast Episodes Referenced: - Ep 23: Life Insurance with Randy Hargett - Ep 126: How can insurance protect your wealth? Youtube Videos Referenced: - Long Term Care Insurance Exp…
 
Many people are concerned that rising interest rates will eventually crash the housing market. Future retirees can become overly worried about the housing market since the value of their homes plays a huge role in their retirement plans. This is why an article from Annie Lowrey at the Atlantic caught my eye. Today, we’ll dive into the article, The …
 
Taking complicated tax issues and making them simple for clients is essential if you want them to actually take action. So, how can we break down these complex topics in a way that is digestible? In this episode, Steven is joined by Matthew Jarvis to discuss how to help your clients by using plain language and avoiding technical jargon so that they…
 
While the current economy may seem to be stabilizing, and that’s certainly what the mainstream media would have you believe, the long-term trend is still extremely bearish, with indicators still pointing to a drop of 80-90% in the markets. Our guest this week, Dr. Robert McHugh, talks with your host Dennis Tubbergen about these indicators and expla…
 
How much money have you saved in your IRA and 401K? Making contributions to one of these tax-deferred retirement accounts is the easy part. But withdrawing this money in retirement gets complicated. This is where you can make critical mistakes...that could cost you a fortune. Learn how you could avoid 5 common mistakes with your IRA or 401K on Reti…
 
Welcome to Retirement Lifestyles with Patrick McNally!! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Do You Need Life Insurance in Retirement? (starting at 08:15) -Mail Bag. (starting at 29:10) -Roth-O-Mania. (starting at 39:44) -Wrap up and Action Items! (starting at 51:58) Get your FREE copy of my book "Retirement …
 
Jim and Chris sit down to discuss listener questions relating to Social Security, pensions, 457b’s, and backdoor Roth contributions. (11:00) A Texan listener asks if his wives spousal Social Security benefit will be based off half of his original PIA or his PIA adjusted for cost-of-living. (16:30) A listener in Ohio looks for clarification on the e…
 
In today's podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the…
 
Are you unknowingly and unnecessarily making mistakes in your 401K? On this episode we explore five issues to pay attention to in managing 401Ks and strategies that could potentially help avoid making critical mistakes. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply gi…
 
When it comes to late-life relationships and even divorce, Meredith Shirey states, "The goal needs to be understanding, not winning." A lot can change over a lifetime, especially as our population lives longer. After child-rearing and/or the working years, retirees are faced with a new challenge: more free time, more time at home, and having more t…
 
Retirement planning is so much more than simply having enough money socked away. Social activity, hobbies, skills, physical activity, and routines are all big components of your life now and likewise, should be in your retirement. When considering your time in retirement, don’t overlook these parts of your life and how it impacts your financial pla…
 
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode of My Smart Retirement, Nancy Fleming breaks down at least four warning signs that shoul…
 
What do declining stock and bond prices and soaring inflation mean for your retirement income? New research published on safe withdrawal rates from Morningstar indicate a 3.8% safe withdrawal rate. Building on our earlier podcast: Do I Need $1 Million to Retire? We thought it was worthwhile taking a close look at this research and asking the more r…
 
On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well done retirement plan. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know S…
 
Today we’re sharing a great checklist you should follow to begin 2023. This will help you through the year if you’re interested in being better prepared for financial planning and for retirement. If you’re retiring this year, it’s essential to have some concrete answers to these questions we’re talking about on today’s show. If you’re still a few y…
 
The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out. Here’s what you'll learn about on today’s sh…
 
Part 3 of a multi-part series on an introduction to investing. In this episode Andy talks about bonds; what they are, how to trade them, how to value them, what makes their prices change, what terminology to know, etc. Links in this episode: My YouTube video about Bonds, Bond Prices and Bond Yields Facebook group - Retirement Planning Education (fo…
 
We'll discuss exactly what a "safety-first" retirement plan is and how you can set one up for your retirement. Do you have enough income to last you no matter how long you live? Is your nest egg safe from market downturns? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to k…
 
Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on retirement to join me on the show to talk about some of its key ideas. I wrote Retirement Re…
 
On this audio podcast episode, Miguel Gonzalez shares 6 ways to minimize your tax liability throughout the year. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.fac…
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Find A Financial Advisor. Summary: [121] – Are you in need of a financial advisor but don’t know where to start looking or what you should be looking for? In this episode, Jeremy Keil speaks with the authors of Fin…
 
Today I’m tackling part four of our series on financial advisors. Specifically, I’m covering three BIG things: What is a fiduciary financial advisor (and should investors work with one) How are 'fee-only' advisors different from 'fee-based' Where can retirement savers search for a financial advisor based on their needs If you want to understand som…
 
Retirement can be tricky. There are so many unknowns, so preparing yourself mentally can be a challenge. Mental toughness is the ability to remain positive and proactive in the most adverse situations. Our Retirement Plan Live volunteer, Rosie, is having to rely on mental toughness to stay on target through an extra challenging early retirement. Jo…
 
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone prepari…
 
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Get your Retirement Coach 360 session: Call: 470-508-0508 Website:…
 
Welcome to the Retirement Café! Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and reducing overall stress around money. Contact: https://www.averywealth.com/ 517-783-1695…
 
To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure your retirement is as successful and stress-free as possible. Here are the questions you’ll want to ask y…
 
Elections have consequences. The electoral decision in November has significant consequences for business owners, retirees, and tax payers. In this episode, J. Barry Watts is joined by Congressman–Elect Eric Burlison from Missouri to discuss how the election has and will continue to impact the money in your pocket. They share their thoughts about t…
 
What are the 5 financial risks you will face in retirement (& how do you avoid them)? With the right planning, you can create your own secure retirement… That means having the money for the life you want… But traditional planning doesn’t work for retirement… Wealth distribution is very different from wealth accumulation… In this podcast, we show yo…
 
If there is one thing for certain, it is that change is here to stay in tax. Staying informed about the changes in compliance rules and updates to legislation is essential, but it is also, at times, exhausting. Luckily Steven and Ben have rounded up the latest tax law changes so that you can stay informed, remain a trusted source to clients and col…
 
A new year, and a new financial outlook! Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear marke…
 
Kathe Kline, the host of the Rock Your Retirement Show, welcomed Steve Lopez to discuss his book "What I Learned About Retirement... From Some Who've Done It and Some Who Never Will". Kathe and Steve discussed the many variables to consider when contemplating retirement, including financial considerations, identity issues, and creative fields. They…
 
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity. Recent retirees can often find themselves in a retirement identity crisis after using their title as a defining adjective for who they are…
 
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