Beste Retirement Planning podcaster (2024)

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Here's How To Decide When To Turn On Social Security 24:10

3d ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow 12:07

2d ago12:07

12:07

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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#130 – Retirement planning chat with a "real" person, Peter Townsend 1:55:52

3d ago1:55:52

1:55:52

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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Navigating Farmland Values, Income Trends, and Estate Planning: A Conversation with Howard Halderman | Repair The Roof Podcast 37:57

5d ago37:57

37:57

Today, our host Attorney Ted Gudorf is joined by Howard Halderman of Halderman Companies to discuss the evolving challenges and opportunities in farm management across Indiana, Ohio, and Michigan. Despite record crop yields in 2023, farmers face decreased incomes due to lower commodity prices. Howard discusses fluctuating land values, noting a peak…

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Turn Your Investments into Income: A Retirement Guide for the Over 50s 15:10

17d ago15:10

15:10

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses how to generate income from your investments in retirement. He explores 3 popular strategies to help you create a sustainable income stream in retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson…

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How Do I Invest To Create The Most Income In Retirement? 15:55

6d ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

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How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

10d ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

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Ep #119: The Hidden Costs of Retirement You Can’t Afford to Miss 12:29

10d ago12:29

12:29

In this episode of Your Retirement Planning Simplified, Joe uncovers the hidden costs of retirement that often catch retirees off guard, leading to financial stress. From healthcare expenses, long-term care, and inflation to home maintenance, travel, and family support, Joe dives deep into overlooked budget items and offers actionable tips to prepa…

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#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies 1:34:52

10d ago1:34:52

1:34:52

Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement …

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Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41

13d ago11:41

11:41

This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…

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Ep #118: Understanding Inflation and Its Long-Term Impact on Retirement 9:42

17d ago9:42

9:42

This week we explore the critical topic of inflation and its long-term impact on retirement planning. We define inflation, distinguish it from deflation and disinflation, and explain why prices continue to rise even when inflation rates decrease. We examine how rising costs, particularly in healthcare, can erode purchasing power over time, and why …

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#128 - How to decide whether to own or rent your home in retirement 43:26

17d ago43:26

43:26

Andy discusses the things to take into consideration when trying to decide whether to own or rent a home in retirement Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demysti…

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How Ari & James Met - Here's How Root Was Founded 30:01

18d ago30:01

30:01

Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…

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Are You Considering Part-Time Work in Retirement? Here Are 8 Key Factors | The Limitless Retirement Podcast 19:15

19d ago19:15

19:15

Today, our host Danny Gudorf discusses eight key factors to keep in mind when exploring part-time jobs and volunteer opportunities that fit your lifestyle in retirement. If there’s one key lesson to take away from this episode, it’s to seek balance between mental stimulation and physical activity while avoiding stress, as well as considering the ri…

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3 Easy Steps For Happiness In Retirement 10:45

20d ago10:45

10:45

Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…

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Fireside Financial Ep #20 – Client-Centered Wealth Management 13:57

20d ago13:57

13:57

Joe and Regan share their journeys in the financial planning industry, highlighting key transitions to independent wealth management. They discuss the challenges of starting in a sales-driven culture, the benefits of prioritizing client-centric retirement planning, and the importance of independence in offering customized financial solutions. Joe s…

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STOP! Consider THIS Before Doing a Roth Conversion 32:25

24d ago32:25

32:25

Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…

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Ep #117: Good Portfolio Management Won’t Make Up for Bad Financial Planning 11:00

24d ago11:00

11:00

In this episode of Your Retirement Planning Simplified, Joe Curry and Lindsay Wilson explore why good portfolio management can’t compensate for bad financial planning, drawing insights from FP Canada’s Financial Planning Conference and Benjamin Felix’s investment lessons. They emphasize the importance of goal-oriented financial planning over stock-…

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#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE! 53:38

24d ago53:38

53:38

Listener Q&A where Andy talks about: What to do about the concentration of the top few names in the S&P 500 ( 5:10 ) What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 ) Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 ) When it might make sense to…

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Why You May Need 20% Less Spending in Retirement. The Retirement Spending Smile | The Limitless Retirement Podcast 13:59

26d ago13:59

13:59

What would you do if your current retirement savings plan is built on a myth? Our host, Danny Gudorf, flips the script on traditional retirement planning by introducing a little-known, yet powerful concept called the “Retirement Spending Smile.” Through it, he demonstrates why you may actually need 20% less in retirement income than you think to li…

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8 Tax Strategies To Consider Before Year-End 23:06

27d ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early…

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This Is The Danger Of Working One More Year: Goalpost Planning 25:11

1M ago25:11

25:11

Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…

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Ep #116: Essential Insights on Hospice Care and Support with Red Keating 25:37

1M ago25:37

25:37

In this episode of Your Retirement Planning Simplified, Lindsay welcomes Red Keating, a supportive care counselor at Hospice Peterborough and co-host of the What Now? podcast, to discuss the profound importance of hospice and palliative care in Ontario. Highlighting the compassionate, holistic approach to end-of-life support, Red shares insights on…

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#126 – Retirement planning chat with a "real" person, Jane 1:12:00

1M ago1:12:00

1:12:00

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Secu…

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New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself 8:02

1M ago8:02

8:02

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses the growing threat of new account fraud targeting high-net-worth investors. Learn about the tactics used by scammers and discover essential tips to protect your wealth. Welcome to "The Retirement Guide" Podcast! I'm your host …

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5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have) 18:37

1M ago18:37

18:37

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …

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Ep# 115: Retire with Impact: Discover the Power of Volunteering with Lois Tuffin 26:22

1M ago26:22

26:22

Joe sits down with Lois Tuffin from Volunteer Peterborough to explore the transformative benefits of volunteering for retirees. Lois shares inspiring stories of retirees who have found renewed purpose and fulfillment through volunteer roles in organizations like Habitat for Humanity, Elder Dog, and the Peterborough Folk Festival. Covering a range o…

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How To Discuss Inheritance With Your Parents (with James) 21:40

1M ago21:40

21:40

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP…

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#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management 1:33:01

1M ago1:33:01

1:33:01

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what…

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FINCEN’s Corporate Transparency Act: What Every Business Owner Needs to Know | Repair The Roof Podcast 17:00

1M ago17:00

17:00

"With penalties of up to three years in prison and a $10,000 fine for intentionally not complying, the implications of noncompliance are severe.” Ever wondered whether your business complies with the latest governmental regulations, or if you're at risk of severe penalties? Our host, Attorney Ted Gudorf, unravels the complexities of the Corporate T…

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Digital Safety After 50: Protecting Your Identity & Finances Online 13:23

1M ago13:23

13:23

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, shares essential strategies to help those 50 and above protect their identity, finances, and personal information in today’s digital world. From spotting scams to safeguarding accounts and securing devices, George covers practical steps…

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5 Fun Activities Often Overlooked In Retirement 15:31

1M ago15:31

15:31

What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…

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Ep# 114: Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained 11:43

1M ago11:43

11:43

Joe and Lindsay conclude their RISA framework series with a look at the final quadrant: time segmentation. It is also known as the "bucket strategy" in retirement planning. Joe explains how this approach divides retirement assets into short-term, mid-term, and long-term buckets, allowing for a balanced retirement income strategy. Retirees can reduc…

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#124 - The basics of taxes and tax planning in retirement 1:00:28

2M ago1:00:28

1:00:28

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxable Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts How to pay taxes in retirement: withholdings vs making estimated payments Gifting tax-effic…

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Special Announcement - NEW SHOW! 9:32

2M ago9:32

9:32

New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email ari@rootfinancialpartners.com "Waitlist" Option 3 - Work With Us Here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…

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How Much Do I Need To Spend $25k/Month In Retirement? 17:32

2M ago17:32

17:32

Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener commen…

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Fireside Financial Ep #19: Gaining Clarity: Why Retirees Switch Financial Advisors 20:40

2M ago20:40

20:40

Does this sound familiar? Your advisor tells you not to worry, that you're in a good position for retirement. However, you still feel uncertain and lost about where you stand financially. The struggle to get clear answers and guidance on retirement planning can leave you feeling anxious and overwhelmed. If this resonates with you, it's time to take…

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Ep #113 Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies 15:29

2M ago15:29

15:29

Joe and Lindsay continue their exploration of the RISA. This week we examine the Risk Wrap quadrant, focusing on balancing growth potential with income protection in retirement. We explain how Guaranteed Minimum Withdrawal Benefits (GMWB) work, allowing retirees to invest in the market with the security of a guaranteed income floor. Topics covered …

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#123 - My thoughts on 12 common financial and retirement planning rules of thumb 51:13

2M ago51:13

51:13

Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…

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Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 12:20

2M ago12:20

12:20

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He dives into common mistakes to avoid, how to transfer assets like your home and personal belongings, and tips on choosing trustee…

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Medicaid's Five-Year Lookback Period Explained: Protect Your Assets! | Repair The Roof Podcast 18:04

2M ago18:04

18:04

"Medicaid planning isn't about beating the system, but ensuring that you or your loved ones can receive necessary care without unnecessarily depleting all your assets.” Unlock the secrets to safeguarding your financial future as our host Attorney Ted Gudorf guides us through the intricate world of Medicaid planning. Discover the crucial elements of…

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Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY) 16:47

2M ago16:47

16:47

What-if scenarios allow you to retire early with confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients ret…

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How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One) 10:59

2M ago10:59

10:59

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He walks you through the steps to set up a trust that can help avoid probate and ensure your assets are smoothly transferred to you…

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Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead 15:37

2M ago15:37

15:37

In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on strategies to secure guaranteed income in retirement. They discuss the benefits of annuities, defined benefit pensions, Canada Pension Plan (CPP), and Old Age Security (OAS) to create an income floor that…

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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE! 39:45

2M ago39:45

39:45

Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…

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Final Inherited IRA Rules Breaking Down the Secure Act 2.0 FINAL | The Limitless Retirement Podcast 24:28

2M ago24:28

24:28

"The SECURE Act 2.0 has changed things a lot. We will explore every detail of the new rules, and trust me when I say pouring over 260 pages of new legislation wasn't exactly a walk in the park, but I've done the heavy lifting for you, so you don't have to." What if understanding the SECURE Act 2.0 could absolutely transform your retirement planning…

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3 Common Mistakes People Forget When Retiring Early 16:57

2M ago16:57

16:57

How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindle…

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Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement 15:33

2M ago15:33

15:33

Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key character…

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#121 – Retirement planning chat with a "real" person, Doug Mann 1:26:44

2M ago1:26:44

1:26:44

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-time Links in this episode: Doug's travel/pho…

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Do You Know How Much You Are Paying Your Advisor? 22:18

2M ago22:18

22:18

There are many reasons to work with an advisor and I want to ensure you are getting value for it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne…

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