أفضل بودكاسات Riverbank Riches (2024)

1
Retirees Have A Serious Financial Temptation Problem 23:00

10d ago23:00

23:00

Retirees face serious financial temptations that can jeopardize their future, but there are smart ways to avoid them. In this episode, we’ll reveal the most dangerous temptations the average retiree faces and share strategies to help you avoid them, or correct your current course, to keep retirement on track. Here’s some of what we cover in this ep…

1
What Financial Advisors Wish Every Investor Knew 25:25

17d ago25:25

25:25

Imagine you could read your financial advisor’s mindbefore you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Here’s some of what we cover in this episode: Why most people don’t know the real risk in …

1
How to Put Yourself in the Best Position in Retirement 31:22

2M ago31:22

31:22

Once you reach retirement, how do you know whether you’re doing everything you can to succeed? There are specific questions you can ask and we will address some of those key topics in this episode. We explore things like annuities, tax efficiency, Social Security, inflation protection, and estate planning to make sure you know you’re in the best po…

1
How Do You Know When You're Ready to Retire? 25:39

3M ago25:39

25:39

Retirement planning is filled with ‘how do you know’ questions. How do you know if you’re saving enough? How do you know if you’ll have enough income in retirement? How do you know if you have enough to retire? We work to answer these with clients on a daily basis, and today we’re going to discuss how we work through these key retirement questions …

1
The Top 401(k) FAQs In 2024 (Part 2) 20:02

3M ago20:02

20:02

We're back to tackle your top questions in two comprehensive episodes. Part two addresses essential topics like investment strategies as you approach retirement, managing your 401K when changing jobs, and the ins and outs of catch-up contributions. Gain insights into the complexities of vesting schedules and the potential risks and benefits of incl…

1
The Top 401(k) FAQs In 2024 (Part 1) 26:42

3M ago26:42

26:42

We get a lot of questions about 401ks, and we know they can be tricky to navigate. It’s such a unique account because it’s attached to the employer with different custodians from place to place. But we work with several companies to help manage their 401ks and consider this a specialty of ours at CLC Financial. That's why we're tackling your top qu…

1
Lies You Might Be Telling Yourself About Money 23:46

4M ago23:46

23:46

In today’s unpredictable financial landscape, it’s easyto fall into the trap of believing common lies about money and retirement. In our latest episode of Riverbank Riches, Desmond will debunk these myths and provide valuable insights to help you navigate your financial journey more effectively. Here’s some of what we cover in this episode: What op…

1
Good Dave, Bad Dave – Breaking Down Dave Ramsey’s Financial Advice 11:58

6M ago11:58

11:58

Dave Ramsey has built a big following for his financial advice and his direct approach to advising people on his media platforms. Like everything in the financial world, there’s some advice that applies well and some that doesn’t. In this episode, we’re going to give you two examples of information that we think is valuable and another that should …

1
How to Avoid Retirement Stress 22:37

7M ago22:37

22:37

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Here’s some of what we cover in this episode: Understand the significant lifestyle changes that come with retireme…

1
Current State of the Markets & Investing with Matt Heimann, CFA (Part 2) 29:57

7M ago29:57

29:57

As the financial landscape continues to evolve, investors are seeking clarity and direction in an increasingly complex market. That’s why we wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA,is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expe…

1
Current State of the Markets & Investing with Matt Heimann, CFA (Part 1) 19:19

8M ago19:19

19:19

The past few years have been marked by incredible volatility in the stock market, which has created plenty of uncertainty for investors. Just in the past five years, we’ve seen the market crash during COVID, high inflation and interest rates, and bonds falling sharply alongside equities in 2022. It’s no surprise that some people have chosen to stay…

1
Retirement Planning Is Harder Than It Used To Be 33:23

9M ago33:23

33:23

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. Here’s some of what we cover in th…

1
How One Overlooked Issue Can Sink Your Retirement 32:32

9M ago32:32

32:32

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…

1
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 19:00

10M ago19:00

19:00

Is 'Lazy Money' still a concern in 2024's higher interestrate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds ina world where traditional saving methods are see…

1
Crafting a Successful Financial Snowman 18:13

11M ago18:13

18:13

Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and stable. Tune in and learn how to build a financial snowman that stands the tes…

1
Business Brokerage Challenges, Technology, and Future Growth with Ashley Kelsey (Part 2) 31:25

12M ago31:25

31:25

Ashley Kelsey, CBI is a Senior Business Advisor with Transworld Business Advisors of Eastern NC and has worked with all types of business owners to connect them with the right buyers when they’re ready to exit. In this two-part series, we’ll talk in-depth about the business brokerage industry with this episode focusing on their process, success sto…

1
Business Brokerage Challenges, Advice, and Success Stories with Ashley Kelsey (Part 1) 31:36

1y ago31:36

31:36

Having an exit plan for your business isn't easy and business owners struggle with this transition all the time. Today we're going to talk with someone from the business brokerage industry who helps connect buyers and sellers to find out how the process works, learn more about how it can alleviate some of the challenges facing owners, and hear a fe…

1
End of Year Financial Planning For 2023 20:13

1y ago20:13

20:13

Join us for a thoughtful episode where we unpack our 2023edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through ess…

1
The Universal Truths of Retirement (Part 2) 28:01

1y ago28:01

28:01

This two-part series will juxtapose the individuality ofretirement plans with the foundational principles that remain consistent across the board. Join us as Desmond finishes out the top 10 with five more truths everyone needs to take into account when building a plan. Here are the five truths we cover in this episode: Diversification is Essential …

1
The Universal Truths of Retirement (Part 1) 32:55

1y ago32:55

32:55

Dive deep in this two-part series, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Join us as Desmond tells you about 10 different retirement truths and how they can have an impact on retirement. This episode will tackle the first five and we’ll tell you why you need…

1
Dissecting Dave Ramsey’s Tik Tok Advice 29:54

1y ago29:54

29:54

Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and morerecently, Tik Tok. Tune in as we peel back the layers of Dave’s …

1
Understanding Your Risk Tolerance 20:44

1y ago20:44

20:44

The financial red zone begins about 5-10 years before retirement and lasts five years into retirement, and this is most important stretch of planning. The decisions that you make during this time frame will have a significant impact on your financial future, so you want to pay close attention to a number of items. This episode will explain the fina…

1
The Financial Red Zone 16:14

1y ago16:14

16:14

The financial red zone begins about 5-10 years before retirement and lasts five years into retirement, and this is most important stretch of planning. The decisions that you make during this time frame will have a significant impact on your financial future, so you want to pay close attention to a number of items. This episode will explain the fina…

1
UnitedHealthcare No Longer in Cape Fear Valley Health Network – How Does This Impact You? 38:22

1+ y ago38:22

38:22

Earlier this summer, Cape Fear Valley Health’s hospitals announced that they would be transitioning to an ‘out of network’ status with UnitedHealthcare Medicare. This news impacts tens of thousands of people in Fayetteville and surrounding communities, forcing them to find alternative options for their Medicare needs. To help us better understand w…

1
The Three Worlds of Money 23:34

1+ y ago23:34

23:34

1
Getting to Know Desmond Taylor and CLC Financial 21:47

1+ y ago21:47

21:47

Thanks for joining us for the first episode of Riverbank Riches with Desmond Taylor. We’re excited to have you and look forward to the financial planning and retirement conversations we’ll have every show. To get things kicked off, we wanted to take a little time telling you more about who we are and provide some background on CLC Financial Service…

المدونة الصوتية تستحق الاستماع

Riverbank Riches بودكاست

المدونة الصوتية تستحق الاستماع

1
Riverbank Riches with Desmond Taylor: Navigating Financial Wisdom

Riverbank Riches

1
Retirees Have A Serious Financial Temptation Problem 23:00

1
What Financial Advisors Wish Every Investor Knew 25:25

1
How to Put Yourself in the Best Position in Retirement 31:22

1
How Do You Know When You're Ready to Retire? 25:39

1
The Top 401(k) FAQs In 2024 (Part 2) 20:02

1
The Top 401(k) FAQs In 2024 (Part 1) 26:42

1
Lies You Might Be Telling Yourself About Money 23:46

1
Good Dave, Bad Dave – Breaking Down Dave Ramsey’s Financial Advice 11:58

1
How to Avoid Retirement Stress 22:37

1
Current State of the Markets & Investing with Matt Heimann, CFA (Part 2) 29:57

1
Current State of the Markets & Investing with Matt Heimann, CFA (Part 1) 19:19

1
Retirement Planning Is Harder Than It Used To Be 33:23

1
How One Overlooked Issue Can Sink Your Retirement 32:32

1
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 19:00

1
Crafting a Successful Financial Snowman 18:13

1
Business Brokerage Challenges, Technology, and Future Growth with Ashley Kelsey (Part 2) 31:25

1
Business Brokerage Challenges, Advice, and Success Stories with Ashley Kelsey (Part 1) 31:36

1
End of Year Financial Planning For 2023 20:13

1
The Universal Truths of Retirement (Part 2) 28:01

1
The Universal Truths of Retirement (Part 1) 32:55

1
Dissecting Dave Ramsey’s Tik Tok Advice 29:54

1
Understanding Your Risk Tolerance 20:44

1
The Financial Red Zone 16:14

1
UnitedHealthcare No Longer in Cape Fear Valley Health Network – How Does This Impact You? 38:22

1
The Three Worlds of Money 23:34

1
Getting to Know Desmond Taylor and CLC Financial 21:47

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