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Retirement Answer Man

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Retirement Answer Man

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

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
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/
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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.
 
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 ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
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Renovating Retirement With Charlie Jewett

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Renovating Retirement With Charlie Jewett

Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In

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Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
 
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A Wiser Retirement

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A Wiser Retirement

Wiser Wealth Management

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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith, Brad Lyons CFP® and Matthews Barnett CFP®, ChFC®, CLU® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
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 ...
 
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
Your life changes drastically when you retire. You've spent 30, 40, 50, even 60 years of your life thinking about the day you no longer have to work. You've dreamt of the freedom that provides. The Retirement = Freedom podcast walks you through all the little things you need to understand in order to have the freedom in retirement that you deserve.
 
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 ...
 
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 ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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show series
 
In this episode of Retirement Unlimited, Randy dives into “Cut Your Retirement Spending Now, Says Creator of the 4% Rule” in the Retirement Update. Next, Randy reviews “The Bear Market” and “The Stock Market’s Future Ain’t What It Used to Be” in Tactical Asset Management. Enjoy!بقلم Randy Barkley
 
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission…
 
Do you have a retirement checklist? Everyone has a different path throughout life and preparing for retirement is no exception. This week we discuss a number of topics to address and plan for during the “Countdown To Retirement”. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings…
 
This week's retirement reading is from Compound Advisors titled, The Greatest Paradox in Markets. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/298. Show Notes: RetireWithPurpose.com/298 Rate & Review the Podcast: RetireWithPurpose.com/review Sign U…
 
It's difficult to prepare for every worst-case scenario. When the most likely scenarios are considered, it can help avoid panic and overwhelm when the rough days rise to the surface. Imagine that you're on your way to an important business meeting or picking your spouse up from the airport when one of your tires suddenly goes flat. If you have a sp…
 
Do you want to retire happy? One trap in retirement planning is to think of retirement as one thing, a singular phase of life. It’s not. Things evolve and change. Dr. Riley Moynes has developed a useful framework of the Four Phases of Retirement that can help you plan for a satisfying retirement. And you’ll want to hear what phase most retirees get…
 
There are many people that will buy life insurance early in their career, but do not think of it as a tool for retirement planning. Richard will discuss how life insurance can be used in a plan and some of the potential benefits. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 80…
 
And once again we’re rolling … LIVE from the new FSR Wealth Strategies studio, this episode of The Retirement = Freedom Podcast takes on a financial bogeyman that impacts absolutely everyone. We’re talking: Inflation. And, sorry folks, but it’s here to stay. Host Josh Bretl breaks down what it means in user-friendly economic terms while co-host Dav…
 
Today I'm sharing a fun announcement with everyone. I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets. This includes covering three things: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want to better understand how you can navigate Medicare IRMAA this year (and beyond…
 
How much should you pay attention to some of these recent financial news headlines? Eric shares what he thinks and what matters when it comes to your financial situation. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 1:18 - Are we preparing for an economic hurr…
 
Unless you have been living under a rock for the last few years, you have heard about the most recent craze to make loads of EASY money, cryptocurrency. While there are a lot of scammers and losers in the crypto space, that does not describe everyone who buys/supports crypto. One of the good guys of the financial advisor community, Ric Edelman, thi…
 
Check out Jeremy’s latest podcast on finding an advisor by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Things You Should Know Before Choosing a Financial Advisor. #90 – Are you looking for a new financial advisor? Or perhaps you’re dissatisfied with your existing advisor and planning to switch. Either way, searching for a…
 
We all want to leave a legacy to those we love, but leaving a legacy doesn’t mean simply making a will. To create a lasting financial and nonfinancial legacy you need to have a strategy that you can rely on. Today you’ll learn the steps to take to create a lasting legacy. Leaving a legacy is different from estate planning Often times we read about …
 
I was recently featured on the Ready for Retirement Podcast! Full episode available here on the podcast apps and also here on YouTube. Also, I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, …
 
Anthony Delauney is a Certified Financial Planner based in the USA and author of three financial education books, based on the ides of ‘Owning the Dash’. He was inspired to create the concept by his late cousin. In his work Anthony applies the concept of a fitness master to the art of family financial planning. He believes we need to develop a mind…
 
Today Alan address the coming "Peak 65" when more people will turn age 65 than at any point in U.S. history and what it can mean for those who are planning for retirement. Troy and Alan also address other headlines as well as their State of the Economy seminar on July 14 with two outstanding guest speakers.…
 
In this episode Damon Roberts and Matt Deaton detail how to find perspective when it feels like things are out of control. The market is down, inflation is up, gas prices continue to rise, so how do we control our emotions and not panic when things feel chaotic. Plus, Damon explains that it's ok to get a second opinion and if your current advisor h…
 
Inflation is weighing heavy on the minds of retirees right now, so when I came across this article on WSJ.com from Cristin Lourosa-Ricardo, I knew I had to share it with you. Listen in to try and find the silver lining of inflation. If you are a financial advisor fan of this show, make sure to stick around until the very end for a special announcem…
 
For many advisors, there’s a lot more work to be done around tax planning than we can commit to time-wise. So, we're doing things a little different for today’s episode, and you’re in for a treat because Dr. Travis Parry joins Steven on the show to discuss what it looks like to achieve balance—and how to do it! Dr. Parry is a financial advisor, as …
 
It's been a wild ride in the stock market lately. Volatility has been on the rise, and it seems like every day brings a new headline about the stock market crashing. So what's an investor to do? I am going to give you a few tips and things to consider to help you survive stock market volatility and come out ahead in the long run! Articles, Links & …
 
Episode 376: The Markets might have finally hit selloff capitulation.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------بقلم John Pugliano
 
On this episode, Joe Allaria welcomes David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions. David is a respected voice in the financial industry and has published over 100 papers in a variety of industry and academic journals. He's also received awards for his research from the Academy of Financial Services, the …
 
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes abov…
 
Unless you have been living under a rock for the past few months, you have noticed the intense effects of inflation. In this episode, Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the state of the stock market as of June 2022 and highlight what a downturned market has meant for investors throughout history. Brent, Matt, and Joshua disc…
 
If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability. TIMESTAMPS: 0:28 – Meet Rebecca 1:05 – Allianz 2:50 – Innovation 6:42 – Index thought capability 9:43 – Volatility-controlled indexes 13:00 …
 
Sometimes the biggest thing holding you back is you. If you overthink something or act impulsively, it can have big implications on your financial plan. Let’s talk about the main areas where people tend to get in the way of themselves and what to do instead. Are you feeling a little worried about the market at the moment? Alan and Troy share what t…
 
The ability to delay gratification – people who have this quality are more likely to succeed than any others, according to a study. Today we’ll share how this can help with your financial life. Read more and get additional financial resources here: http://listentoscott.com What we discuss in this episode: 2:44 – Marshmallow study 7:56 – Our clients…
 
It's a mailbag edition of the show! We will be answering some listener questions that have come in. This time around, we will discuss the tax implications when you sell an inherited home, what true diversification is, and long-term care considerations. Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/…
 
Today, we’re here to chat about what you may have been experiencing for the last couple months in this market, which is where there are losses, there's steak. Watch out vegans, this is not a vegan episode. (Just kidding). There are lots of laws in the universe, and there seems to be a law that when the market goes down, your joker broker advisor wa…
 
What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show! Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 0:35 - The summer heat has hit. 1:36 - If you get hurt, do you need to amputate? 5:27 - Dads use their strength to take o…
 
Welcome back. This week I talk about Digital Assets and the Fed Meeting yesterday. The show was recorded Monday so that you can hear my predictions. Spoiler alert, I didn’t do too bad. Last week I attended the Digital Assets Council of Financial Professionals (DACFP) this April. I completed their certification course, and this week I finished the C…
 
We'll discuss what the purpose is for your money in retirement and how not having a solid purpose in place makes growth or losses pointless. What good is money if it doesn't fulfill a PURPOSE? Tune-in and we'll explore the answer to this and other questions relating to the purpose of money in retirement. Join me each week for a FREE education on ho…
 
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about 5 different ways you can stay active during retirement. They also talk about the current market situation, and how it has entered bear market territory. Podcast Episodes Mentioned: Episode 112: How Retirement can Affect M…
 
Today we are talking about 10 Social Security myths and misconceptions that refuse to die. I hope you enjoy this episode of The Atomic Retirement podcast! Resources Mentioned 10 Social Security Myths That Refuse to Die Social Security Administration Website Connect with Ryan Kilkenny Follow Ryan on Twitter Get Ryan's Saturday Morning Newsletter Sch…
 
While inflation of the current magnitude hasn’t been seen since the late 1970s and early 1980s, we’re not likely to see the type of response from the Fed, vis-à-vis Volker raising interest rates to 20%. This week’s guest on Retirement Lifestyle Advocates radio is Simon Popple, who points out that governments around the world have taken on tremendou…
 
Neil Fenning, one of our planners, joins Brian on this week's show. They talk about why the market is down, and why retirees shouldn't sit around and wait for it to turn in our favor. If Wall Street or The Government dictate the terms of your retirement, it may not turn out how you like it. Listen to this week's show to hear about how retirees can …
 
In this volatile market, a lot of us are thinking about reaching out to an advisor if we haven’t worked with one previously. So, what red flags should we look out for when it comes to working with a financial professional? If your advisor doesn’t seem to be specialized in a certain age or part of retirement planning, they may be stretched too thin.…
 
Social Security is a huge decision we make in retirement that requires you to know when to do it, how to do it, and understanding these things can relieve stress and anxiety. In this episode, Tyler Lively walks you through understanding how to file for Social Security, and how to best approach it. Tyler shares the four retirement benefits, how peop…
 
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