Decision Making in the Middle Years of Retirement, Ep #216

Financial Symmetry: Balancing Today with Retirement

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تمت الإضافة منذ قبل seven عام

المحتوى المقدم من Financial Symmetry, Chad Smith, and Mike Eklund. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Financial Symmetry, Chad Smith, and Mike Eklund أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Lipstick on the Rim

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Amy Schumer & Brianne Howey on the Importance of Female Friendships, Navigating Hollywood's Double Standards, Sharing Their Birth Stories, and MORE 50:05

منذ 18 يومًا50:05

التشغيل لاحقا

قوائم

إعجاب

احب

50:05

This week, in what might be the funniest episode yet, Molly and Emese are joined by co-stars Amy Schumer and Brianne Howey. They get candid about motherhood, career evolution, and their new film, Kinda Pregnant —which unexpectedly led to Amy’s latest health discovery. Amy opens up about how public criticism led her to uncover her Cushing syndrome diagnosis, what it’s like to navigate comedy and Hollywood as a mom, and the importance of sharing birth stories without shame. Brianne shares how becoming a mother has shifted her perspective on work, how Ginny & Georgia ’s Georgia Miller compares to real-life parenting, and the power of female friendships in the industry. We also go behind the scenes of their new Netflix film, Kinda Pregnant —how Molly first got the script, why Amy and Brianne were drawn to the project, and what it means for women today. Plus, they reflect on their early career struggles, the moment they knew they “made it,” and how motherhood has reshaped their ambitions. From career highs to personal challenges, this episode is raw, funny, and packed with insights. Mentioned in the Episode: Kinda Pregnant Ginny & Georgia Meerkat 30 Rock Last Comic Standing Charlie Sheen Roast Inside Amy Schumer Amy Schumer on the Howard Stern Show Trainwreck Life & Beth Expecting Amy 45RPM Clothing Brand A Sony Music Entertainment production. Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts and follow us at @sonypodcasts To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit podcastchoices.com/adchoices…

منذ عام واحد 24:18

MP3•منزل الحلقة

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?

This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.

Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.

📬 Sign up for the Advisor Corner Newsletter here and receive our Retire On Purpose Guide.

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

234 حلقات

#Trading #Business #Financialplanning #Money #Personalfinance #Retirement #MBA #Financial Symmetry #Chad Smith #Mike Eklund #Financialadvisor #Financialplanner #Investing #Saving

Decision Making in the Middle Years of Retirement, Ep #216

Financial Symmetry: Balancing Today with Retirement

20 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?

Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.

📬 Sign up for the Advisor Corner Newsletter here and receive our Retire On Purpose Guide.

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

234 حلقات

#Trading #Business #Financialplanning #Money #Personalfinance #Retirement #MBA #Financial Symmetry #Chad Smith #Mike Eklund #Financialadvisor #Financialplanner #Investing #Saving

Todos os episódios

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Navigating Your Options as an Eligible Designated Beneficiary, Ep #234 19:59

منذ يومين19:59

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Four categories are recognized under current regulations to qualify as an Eligible Designated Beneficiary (EDB). These include the surviving spouse, minor children of the decedent, a disabled or chronically ill individual as assessed at the time of the decedent's passing, and other individuals who are no more than ten years younger than the deceased account owner. If you fall into one of these categories, you'll be afforded more time and flexibility than Non-Eligible Designated Beneficiaries. This is due to recent regulatory changes, underscored by The Secure Act, altering the landscape of inherited IRAs. Outline of This Episode [00:00] The complexities and benefits of being an eligible designated beneficiary (EDB) for inheriting an IRA. [03:34] Eligible designated beneficiaries have two key advantages: more time and flexibility in inheritance. [08:21] Withdrawing from an IRA before age 59 incurs a 10% penalty and income tax; RMDs depend on age, starting at 73 for most people. [10:10] The stretch IRA avoids a 10% penalty by basing RMDs on life expectancy. [15:46] Timing distributions strategically can reduce tax liability. Wait until retirement to avoid high tax brackets. [18:01] Evaluate options carefully when inheriting an IRA, considering tax implications and future changes. Resources & People Mentioned The Retirement Podcast Network Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts Stitcher Google Play…

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منذ 25 يومًا23:40

23:40

Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly on the importance of understanding market trends and the role diversification plays in safeguarding your wealth. Outline of This Episode (03:08) Investing with diversification mitigates risk; US stocks average 10% annual returns over the long term but vary yearly. (08:39) US and China stock market gains were largely driven by speculative buying, with US stocks being pricier than international and small stocks. (12:07) Tech stocks are currently overvalued, reminiscent of past market bubbles (15:57) Bonds have a stable 5% return, but cash rates are volatile and are expected to drop to 3.9% this year. (17:37) Despite acknowledging the unpredictability of the future, experts from BlackRock, JPMorgan, Schwab, and Vanguard forecast international markets to outperform US markets over the next decade. (20:01) Diversification guards against risk and helps investors achieve their goals *********** 📰 See the full show notes here 🌐 Sign up here to receive a detailed pre-retirement checklist to assure you are positioned to experience your ideal retirement.…

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منذ 6 weeks23:07

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منذ 10 weeks22:03

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منذ 12 weeks24:03

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The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229 24:11

منذ 14 weeks24:11

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منذ 15 weeks24:27

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منذ 18 weeks18:20

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منذ 21 weeks21:47

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منذ 23 weeks28:50

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منذ 25 weeks21:07

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منذ 27 weeks29:41

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منذ 28 weeks25:45

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منذ 33 weeks21:43

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