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
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 t ...
…
continue reading
Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
…
continue reading
Podcast by Retirement Lifestyle Advocates
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
Podcast by Mark Falter
…
continue reading
Podcast by B.O.S.S. Retirement Solutions
…
continue reading
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
Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
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
Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
…
continue reading
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
…
continue reading
With over 2 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
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
Retire Smarter
…
continue reading
If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
…
continue reading
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
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
…
continue reading
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement 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
…
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
We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
…
continue reading
Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
…
continue reading
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
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
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
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
…
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
1
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
…
continue reading
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
1
The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
…
continue reading
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
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
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 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
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
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
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
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 ...
…
continue reading
Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
…
continue reading
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
…
continue reading
Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
…
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
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
…
continue reading
1
#126 – Retirement planning chat with a "real" person, Jane
1:12:00
1:12:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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…
…
continue reading
1
Get Up to Speed on Retirement: Essential Steps for Financial Security
4:57
4:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
4:57
Are you ready for retirement? Learn how to navigate pension options, 401(k) decisions, and personal savings strategies for long-term financial security. Miguel Gonzalez, CRC, breaks down the key steps you need to take. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets…
…
continue reading
1
Unleash the Power of your Time in Retirement
26:02
26:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
26:02
Take advantage of the power of your time in retirement with these mindset re-directs from retirement coach and author David Buck. People often expect that it’s going to be the greatest feeling in the world to have all this free time on their hands when they retire. My guest on this week’s episode of “Retirement Revealed” has seen the numbers and he…
…
continue reading
1
Retirement Year End Planning: Withdrawing from Assets
43:27
43:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:27
Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we delve into the intricacies of withdrawing assets, discussing everything from flexible spending accounts to inherited IRAs. We also explore the concept of "gear, not stuff" with insights from Michael Easte…
…
continue reading
1
Roth Conversions and RMDs: EDU #2447
1:10:18
1:10:18
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:10:18
Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!). The post Roth Conversions and RMDs: EDU #2447 appeared first on The Retirement and IRA Show.بقلم Jim Saulnier, CFP® & Chris Stein, CFP®
…
continue reading
1
Pension vs. Investment: Which Should You Choose?
32:37
32:37
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
32:37
Retirement planning can be confusing and filled with misinformation. How can you ensure you're making the best choices for your future? In this episode, John Curry and April Schoen, tackle the common questions and misconceptions about the Florida Retirement System (FRS) that many employees face. You’ll discover… A surprising truth about why some em…
…
continue reading
1
Taking advantage of the holidays to talk about the inevitable
53:56
53:56
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
53:56
In this episode, Grant and Bill discuss taking advantage of the holidays to talk about the inevitable, the S&P 500 setting records, tips for getting in shape financially for 2025, and what to do with your RMD. .بقلم Grant Dorhout
…
continue reading
1
Should I Pay Off My Mortgage Before Retirement?
25:57
25:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:57
One of the biggest factors in your ability to retire is whether or not you have debt. If you have no debt, retirement becomes that much easier. BUT does that mean you should pay off your mortgage before retirement at all costs? That's what I discuss in this episode. ——————————————————————————— Book a free consultation to get started today 👉 https:/…
…
continue reading
1
How Soon Before Retirement Should You Adjust Your Portfolio?
27:07
27:07
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:07
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as retirement nears—a crucial step for balancing growth and security. If adjustments happen too late, market downturns could delay your plans; if too early, you might miss out on potential growth. The focus is on reallocating stocks to more stable investme…
…
continue reading
In this episode Kevin discusses the evolution of retirement income sources, emphasizing the shift from traditional pensions to personal pensions. He highlights the importance of guaranteed income in retirement, tax planning strategies to avoid higher tax brackets, and the necessity of early retirement planning. The conversation stresses the signifi…
…
continue reading
1
Planning for Longevity: Strategies for a Century Life
38:53
38:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
38:53
John Blanchard discusses essential strategies for retirement planning, focusing on longevity, tax efficiency, and understanding financial products like annuities. He emphasizes the importance of organizing assets into buckets for different time horizons, deferring income to optimize tax savings, and adapting to market changes, particularly interest…
…
continue reading
1
Navigating the New Retirement Landscape
19:14
19:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
19:14
This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive en…
…
continue reading
1
Taxes Could Have a Major Impact on Your Retirement
7:43
7:43
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
7:43
Mike Riedmiller gets into the complexities of retirement planning, particularly focusing on the often-overlooked tax implications that can arise when individuals begin to withdraw from their retirement accounts. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, Pres…
…
continue reading
1
#147 3 Steps You Need to Take Before Retiring.
51:42
51:42
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
51:42
In this episode, Patrick discusses 3 planning steps everyone needs to take BEFORE retiring. If you're 2 years or less from retirement, this is the show for you. As you get closer and closer to that big day, there are steps you need to take in order to be prepared. Patrick will talk about planning for retirement income, how to maximize your Social S…
…
continue reading
1
Episode 70: Accenture and Retirement Recordkeeping
38:56
38:56
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
38:56
The retirement recordkeeping space has experiences significant shifts. What does that mean for the future of the industry? In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and Matt Patrick welcome Tim Hoying and Dave Mallett of Accenture. They’re two of the authors of the report Navigating Through Turbulence: Reinventing Retire…
…
continue reading
1
Is Semi-Retirement the Best of Both Worlds? – Liz Weston
25:39
25:39
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:39
Your retirement? You could wing it, but that’s not you. Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ To retire or to work longer? There’s another option that may be just right for you – semi-retirement. We catch up with Liz Weston, who retired from Nerd…
…
continue reading
1
5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have)
18:37
18:37
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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 …
…
continue reading
1
Navigating the Complex World of Inherited Wealth with Myra Salzer, Ep #375
19:18
19:18
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
19:18
Ready to learn how to make a lasting and meaningful legacy for your loved ones? I had an in-depth conversation with Myra Salzer from the Wealth Conservancy. Myra brings a unique perspective as a financial advisor who specializes in helping clients navigate life after inheriting significant wealth. We explore not just the financial implications but …
…
continue reading
1
The Tax Nitty Gritty with James Comblo
25:53
25:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:53
This week, Steven is joined by James Comblo to get deep in the trenches of what guiding a client through a tax planning journey looks like in the real world. James is a self-proclaimed tax nerd who has always seen the value in focusing on taxes and has built a process over the years to make sure that his clients consistently get value on the topic.…
…
continue reading
1
2024-11-17 Retirement Lifestyle Advocates Radio w/ Jeffrey Tucker
44:05
44:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
44:05
In this episode of RLA Radio, host Dennis Bergen interviews Jeffrey Tucker, founder of the Brownstone Institute, about the economic and political landscape as President-elect Trump prepares to take office. Tucker emphasizes the need for the Trump administration to be transparent about the current economic situation, which he describes as worse than…
…
continue reading
For us it was: a temperate climate not hot and not cold. We wanted a university in the town and we wanted it on the west coast, close to mountains and salt water, close to a big city (Seattle and Vancouver in this case), not so small that we would know everyone and not so big that we couldn’t feel like part of the community.…
…
continue reading
1
#440 Reflections at 50: What I've Learned Along The Way
16:38
16:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
16:38
I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me out long before I made it this far. Not only am I still here, but in a few months, we’ll be celebrating 28 years of marriage. To mark this milestone birthday, I decided to write a list of things I’ve learned up to this point in my life. I'm writing it …
…
continue reading
The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune.A…
…
continue reading
Send us a text Brian Akers and Alex Monk discuss the role of annuities in retirement planning, emphasizing their potential benefits as a protected income source for life. They also discuss the importance of understanding annuities and their associated fees, as well as the need for transparency and financial planning. Alex highlights the tax deferra…
…
continue reading
1
024: The FSR Wealth Client Experience & Timeless Advice
52:00
52:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
52:00
The "Own Your Retirement Show," hosted by Josh Bretl, President of FSR Wealth Strategies, and Mark Elliott, focuses on guiding listeners through the complexities of retirement planning. The episode discusses the importance of taking control over your retirement by planning for income, investments, taxes, healthcare, and legacy management. Josh emph…
…
continue reading
1
Presidential Election and How it Affects your Retirement-Beyond the Brackets
54:06
54:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
54:06
…
continue reading
1
How Our Nervous Systems Impacts Our Retirement with Sheridan Ruth
55:32
55:32
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
55:32
Summary In this episode of the Humans vs Retirement podcast, Sheridan shares her inspirational journey through trauma and healing, emphasising the importance of understanding the nervous system's role in our experiences. Our conversation explores the challenges of modern retirement, likening it to a form of grief, and highlights the need for intent…
…
continue reading
1
Financial Lessons From Strange Phobias
26:12
26:12
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
26:12
Do you or any people you know have phobias? Well, on this episode we look to have a little fun in drawing some financial analogies from some of the worlds strangest phobias and discuss potential lessons that can be learned. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Sim…
…
continue reading
1
Demystifying Medicare: Parts A & B, Supplement vs Advantage Plans, and Enrollment Essentials
24:49
24:49
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
24:49
Prepare yourself to gain a clear understanding of the often-confusing world of Medicare with the guidance of our guest, Buddy Friend, of Senior Benefits of Georgia. With over a decade of experience in Medicare insurance, Buddy unpacks the essentials of Parts A and B for you, detailing the ins and outs of hospitalization and physician coverage. Disc…
…
continue reading
1
Ep# 115: Retire with Impact: Discover the Power of Volunteering with Lois Tuffin
26:22
26:22
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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…
…
continue reading
1
Price and Trend - 2 of The Major Factors to Consider When Investing
23:01
23:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
23:01
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing…
…
continue reading
1
Mailbag: Moving To A State With Income Tax And More
14:00
14:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
14:00
In this episode, Eric is answering your questions! We’ll cover a range of topics today, including key considerations for income taxes when moving to a new state, how to initiate financial conversations with parents or grandparents, and whether using a life insurance policy to save for a college fund is a wise choice. Here’s some of what we discuss …
…
continue reading
1
Episode 46: How Do We Save Smart Now for the Future We Want?
40:56
40:56
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
40:56
Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on own time and target. She shares some of the key lessons from her new book - Living Your Best Financial Life – Save Smart Now for the Future You Want.…
…
continue reading
1
The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)
31:57
31:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
31:57
In this episode, Brent, Matthew, and Joshua dive into the 2024 election results and discuss how the political changes may impact financial markets, investment strategies, and retirement planning. From analyzing tax implications to exploring market shifts, they offer insights to help listeners make sense of the evolving financial landscape. [00:01:0…
…
continue reading
1
Episode 43 - Tax Implications of Shohei Ohtani's Contract
25:00
25:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:00
Who is stoked for the Dodgers in the World Series? We are! In this episode, we discuss the excitement surrounding the World Series and peel back the financial aspects of baseball contracts, particularly focusing on Shohei Ohtani's historic $700 million contract with the Dodgers. We explore the implications of deferred payments, tax considerations, …
…
continue reading
1
Why You Are (Probably) Planning for the Wrong Things in Retirement
32:53
32:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
32:53
Why are most people planning for the wrong things in retirement? What should they be planning for that they’re not? To help answer these important questions, Psychologist & Behavioral Finance Expert Dr. Daniel Crosby stops by to discuss: ➤ What our happiness is determined by ➤ Why (contrary to popular research) more money can ACTUALLY make us happi…
…
continue reading
1
Happening Now: How Current Economic Shifts Could Affect Your Retirement
27:26
27:26
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:26
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan. Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusio…
…
continue reading
1
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
27:17
27:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:17
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Visit us online: https://blackoakam.com/ Get in touch with the Blac…
…
continue reading
1
What Happens if Social Security Raises the Retirement Age?
20:03
20:03
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
20:03
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Here’s what we discuss in this episode: 0:00 – Intro 3:10 – The pro…
…
continue reading
1
192: The Soul of Wealth, with Daniel Crosby
33:28
33:28
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
33:28
Dr. Daniel Crosby is a psychologist, behavioural finance expert, and New York Times bestselling author, who joins me to discuss his latest book, The Soul of Wealth. Dr. Crosby, known for his groundbreaking insights into how psychological factors influence financial decisions, shares how his book explores the balance between monetary wealth and what…
…
continue reading
Kathe Kline and Barbara Mock go for an unscripted and heartfelt discussion on the topic of negativity, particularly among individuals aged 60 and older. Although Barbara is known for her unfailing positivity, she steps up to offer insights and advice on dealing with negativity in aging communities. The episode dives into various scenarios where old…
…
continue reading
In this episode, we’re breaking down common myths about what a Will can actually take care of. A lot of people think a will covers everything, but it’s not that simple! We’ll explain how probate works, why some assets don’t go through your will, and what your will can’t control — like retirement accounts or jointly owned property. We’ll also talk a…
…
continue reading
1
Balance Your Retirement Portfolio Now - November 3, 2024
52:02
52:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
52:02
With growth in certain sectors of your investments, the allocation could get out of balance between stocks, bonds and other elements. Alan and Troy take a look at keeping everything balanced to help keep things in range, as well as determining tax responsibilities.بقلم Alan Mercurio
…
continue reading
1
Financial Values: Getting To Know The Kemp Harvest Team
29:36
29:36
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:36
In today's fast-paced world, navigating the complexities of financial planning is very difficult at times. Many individuals find themselves asking, "What exactly does working with a financial advisor entail?" Today we’re going to shed light on this very question, offering a comprehensive guide to understanding our role and our process for planning.…
…
continue reading
Fantasy Football & Retirement It’s estimated that 30 million Americans enjoy playing fantasy football each year. But some may not realize that managing a fantasy team draws parallels to retirement saving. In this episode of Countdown to Retirement, Gregg MacInnis explains the similarities, including the importance of a good retirement offense and d…
…
continue reading