Retirement offentlig
[search 0]
Mer
Download the App!
show episodes
 
Artwork

1
Retirement Answer Man

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

Unsubscribe
Unsubscribe
Ukentlig
 
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 ...
  continue reading
 
Artwork
 
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 th ...
  continue reading
 
Artwork

1
Retirement Starts Today

Benjamin Brandt CFP®, RICP®

Unsubscribe
Unsubscribe
Ukentlig
 
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
  continue reading
 
Artwork

1
Ready For Retirement

James Conole, CFP®

Unsubscribe
Unsubscribe
Ukentlig
 
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 ...
  continue reading
 
Artwork

1
The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Unsubscribe
Unsubscribe
Ukentlig+
 
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 ...
  continue reading
 
Artwork

1
Big Picture Retirement

Devin Carroll and John Ross

Unsubscribe
Unsubscribe
Månedlig+
 
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.
  continue reading
 
Artwork
 
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 ...
  continue reading
 
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.
  continue reading
 
Artwork
 
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.
  continue reading
 
Artwork

1
The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

Unsubscribe
Unsubscribe
Månedlig+
 
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.
  continue reading
 
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.
  continue reading
 
Artwork

1
Talking Retirement

NJ Life And Health

Unsubscribe
Unsubscribe
Månedlig
 
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 ...
  continue reading
 
With over 1 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 ...
  continue reading
 
Artwork

1
Retirement 360

Alan Mercurio

Unsubscribe
Unsubscribe
Månedlig+
 
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 ...
  continue reading
 
Artwork

1
Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

Unsubscribe
Unsubscribe
Månedlig
 
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.
  continue reading
 
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 ...
  continue reading
 
Artwork
 
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.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Retirement Coach's Corner

Alan Mercurio & Troy Bolton

Unsubscribe
Unsubscribe
Månedlig
 
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 ...
  continue reading
 
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.
  continue reading
 
Artwork

1
Rock Your Retirement Show

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

Unsubscribe
Unsubscribe
Månedlig
 
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 ...
  continue reading
 
Artwork

1
Success in the New Retirement

Damon Roberts, Matt Deaton

Unsubscribe
Unsubscribe
Ukentlig
 
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 ...
  continue reading
 
Artwork

1
Your Retirement Planning Simplified

Joseph Curry, CFP Professional

Unsubscribe
Unsubscribe
Ukentlig
 
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 ...
  continue reading
 
Artwork

1
The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

Unsubscribe
Unsubscribe
Månedlig
 
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 ...
  continue reading
 
Artwork

1
Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

Unsubscribe
Unsubscribe
Ukentlig
 
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.
  continue reading
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
  continue reading
 
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.
  continue reading
 
Artwork

1
Financial Symmetry: Balancing Today with Retirement

Chad Smith, CFP® and Mike Eklund, CFP®

Unsubscribe
Unsubscribe
Månedlig+
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
  continue reading
 
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.
  continue reading
 
Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
  continue reading
 
Artwork

1
The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

Unsubscribe
Unsubscribe
Månedlig
 
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment 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.
  continue reading
 
Loading …
show series
 
In recent years, there has been a growing concern around Social Security going insolvent. There are some truths to these concerns, but there are also many misunderstandings. The biggest misunderstanding is that Social Security will be going away entirely. The confusing part is that the Social Security trust fund could be running out in the future, …
  continue reading
 
Drew Shockley of MOVE Health Partners joins James to address questions about Medicare. He overviews the Medicare system, explains Parts A, B, C, and D, and breaks down what Medicare does and doesn’t cover, who is covered, and when/why you might want alternative coverage. Questions Answered: I’m 65, still working and qualify for Medicare, but I have…
  continue reading
 
In today's podcast episode, Jason shares three key numbers essential for retiring with confidence. He's interviewed by Ashley Micciche from the Retirement Quick Tips Podcast. Don't forget to check out Ashley's podcast: Retirement Quick Tips. Articles, Links & Resources mentioned in today's show can be found at https://soundretirementplanning.com. I…
  continue reading
 
...That's not to say it's a particularly good argument, but hear what a recent media personality said about claiming for your benefits as soon as possible, as well as John's response, on this episode of The Retirement Roux. Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management…
  continue reading
 
Joined by Investopedia editor Caleb Silver, Kevin highlights the importance of income planning, the benefits of guaranteed income, and the impact of inflation on your retirement portfolio. Learn about effective income replacement strategies and why consulting a fiduciary advisor can significantly enhance your financial outcomes. If you want financi…
  continue reading
 
Volatility is not something you want to deal with a few years out from retirement, but we can't control that. Mike Riedmiller explains how he helps his clients create retirement plans that they can remain comfortable in despite what's going on in the market. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www…
  continue reading
 
Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy inf…
  continue reading
 
How Do You Create Your Own ‘Personal Pension’ in Retirement? Pensions used to feed retirement incomes with a guaranteed monthly paycheck for life. While many government employees still have pensions, they have nearly vanished for the rest of us. Yet, retirement savers are expressing a desire to replace that check from their jobs. In this episode of…
  continue reading
 
Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps? This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best…
  continue reading
 
This week, RLA Radio features an interview with investor and author Jim Rogers, where he talks with your host, Dennis Tubbergen, about his views on the global economy, suggesting that the current economic boom, fueled by massive borrowing and government spending worldwide, will not last forever. He expressed concern about the staggering amount of d…
  continue reading
 
You’re wise to be planning for your retirement. But the best-laid plans can be turned upside down in an instant. Sarah Cart joins us to share her experience and her new book On My Way Back to You: One Couple’s Journey through Catastrophic Illness to Healing and Hope. Sarah Cart joins us from Massachusetts. _________________________ Bio Sarah Cart w…
  continue reading
 
Roth IRA conversions can be a powerful tool for retirement planning, offering tax-free growth and withdrawals. However, there's a fine line between optimizing and overdoing it. In this episode, we talk about the dangers of over-converting to a Roth IRA. We'll explore how converting too much can lead to higher taxes in retirement and cause missed op…
  continue reading
 
Risk is what is left over after you think you’ve thought of everything. – Carl Richards Getting to financial independence is job #1, but staying financially independent comes a close second. To do so you’ll need to be aware of the risks that could empty your accounts. Being vigilant of these risks and having a plan to work through or avoid them cou…
  continue reading
 
This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …
  continue reading
 
Alan and Troy take a look ahead at upcoming potential tax increases, and how retirees can use tax planning to legally lower the amount of taxes you need to pay if that happens. Later they revisit the three stages of retirement, where retirees will do less activity as their retirement goes along and how their nest egg needs to work in each stage.…
  continue reading
 
Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current qualified charitable distri…
  continue reading
 
What happens if a water wheel stops moving? On this episode we draw some comparisons with the age old water wheel and retirement income streams. 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 visit ScheduleSomeTime.com to get on hi…
  continue reading
 
When it comes to retirement, having the right advisor can make all the difference. But with so many financial advisors out there, how do you choose the right one? In today’s episode, we’ll highlight the key areas to consider, whether you’re evaluating your current advisor or starting the search for one. Listen in as Alan and Troy uncover some of th…
  continue reading
 
Summary Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and…
  continue reading
 
In this episode, Dave explores the importance of outlining significant future expenditures and mapping out financial needs for the next 10 to 20 years. The discussion highlights the necessity of diversifying income sources, including Social Security, pensions, rentals, and investments, to mitigate financial risks. Tax planning is a key topic, with …
  continue reading
 
In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common ch…
  continue reading
 
This week Joe takes a deep dive into the world of personalized financial advising, where clients are more than just numbers on a spreadsheet. Using a compelling client story, we explore the importance of understanding your unique financial situation. From estate planning intricacies to navigating complex beneficiary considerations, Joe offers pract…
  continue reading
 
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look di…
  continue reading
 
Your 401(k) likely plays a major role in your retirement savings. That's why it’s important that it’s set up and functions in the way that’s most beneficial to you. Following our last podcast about beneficiary mistakes, now we focus on common mistakes people make with their 401(k). Here’s some of what we discuss in this episode: Moving a 401(k) to …
  continue reading
 
Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we're covering chapters 9 and 10. Tune in as we share our insights and takeaways from these chapters that focused on the true nature of wealth and the importance of saving! Check Out Our YouTube Channel: www.youtube.com/@brindleandba…
  continue reading
 
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earl…
  continue reading
 
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should trust the government Roth. 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. Though they may…
  continue reading
 
Are you tired of donating cash to charities and missing out on potential tax savings? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, provides four different ways, including Gifting Appreciated Shares, Qualified Charitable Distributions (QCDs), Bunching Donations Into One Year, and Mega-Bunching with Donor Advised Funds, that you c…
  continue reading
 
Discover expert retirement insights with Miguel Gonzalez, CRC, as he shares 5 essential tips for planning during your golden years. From managing costs to clarifying your wishes, tune in for practical advice to secure your retirement future! Cortburg Speaks Retirement - episode #188: Retirement Planning Does Not Stop in Retirement. About Cortburg R…
  continue reading
 
Financial freedom can be within reach if you utilize accurate forecasting, sound investing principles and the correct lens on your retirement years. Many view retirement as a finish line, marking the end of a journey. My “Retirement Revealed” guest for this week’s episode, Eric Brotman, challenges that perspective and reframes it into another commo…
  continue reading
 
Savings are a great start.... but how can you put those savings to work generating income in retirement? Is this a good time to add some undervalued stocks to your portfolio? Jessica Cervinka of Kingsguard Capital talks about risk vs reward and why reliance on the stock market could put your retirement in jeopardy.…
  continue reading
 
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement. OUTLINE OF T…
  continue reading
 
In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your…
  continue reading
 
Welcome to another episode of "Ask April" on The Secure Retirement podcast. Today's episode is essential for anyone with questions about life insurance, its benefits beyond death benefits, and its role in ensuring financial security for you and your family. We'll be discussing real-life applications of life insurance at different stages of life, de…
  continue reading
 
The Elder Care Project is a documentary and podcast series that examines the issues affecting aging adults in America. Its host, Dr. Harlem Gunness, has spent decades in public health. He talks to the different experts and players in the elder care space to give families the tools they need to tackle this often difficult time. Check out the great e…
  continue reading
 
Last week, the Social Security Administration announced a rule change to a program called Supplemental Security Income, which will make approx 35M more Americans eligible to receive SSI benefits ($943/mo per eligible individual) from the federal government. In the video I go through the rule change via a CNBC article (linked below)Show Links:https:…
  continue reading
 
Hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, the Retirement Plan Playbook podcast delves into investment strategies, retirement planning, and current events to help listeners develop a comprehensive retirement plan. The episode opens with personal anecdotes from the hosts, before moving on to discuss the three ph…
  continue reading
 
Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them? ➤ How do they affect an investor's return? ➤ Where do dividends fit in the portfolio construction proce…
  continue reading
 
Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs. Sean outlines the importance of clarity and confidence in your financial situation. He stresses that knowing the math problem- what you'll need versus what you'll have- is the first step toward a ro…
  continue reading
 
This episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts. This is an episode designed for beginners and a refresher for you more experienced investors. If you have any questions, please reach out to us. Thanks for listening. TouchstoneFinancialEdu…
  continue reading
 
In this episode of "Rock Your Retirement," host Kathe Kline is joined by guest Barbara to share an intimate and deeply personal conversation about Barbara's journey with breast cancer. Barbara leads the discussion by emphasizing the importance of being merciful and gracious with each other, acknowledging that everyone copes differently with difficu…
  continue reading
 
You may not realize it …But filing for social security could be one of the most important financial decisions of your life.Because the difference between your best and worst case scenarios…Could literally be hundreds of thousands of dollars in lifetime income.Learn 5 common misconceptions about filing for social security… that could needlessly cost…
  continue reading
 
Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=QwkQtnVvQ20 In this episode Chris Hammond goes over some things you can do today to help you have a better future retirement. I am a financial advisor, but I’m no…
  continue reading
 
Loading …

Hurtigreferanseguide

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