Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
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Gold & Silver Central is your #1 resource on precious metals. Did you know that due to the tax-saving component, buying gold and silver through your 401K or IRA account is one of the best ways to invest in the precious metal asset class? Sadly, most Americans have no idea how it works or how to get started. And that's where we come in. With over 20 years of experience, our team aims to provide the best information to help you diversify with alternative investments and protect your retirement ...
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We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where are the investors' yachts? The big money on Wall Street is made by charging us fees. The finance industry is collecting for managing money, whether they win or lose or break even. Where do you go if you're completely new bu ...
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Teaching women financial literacy, and helping them be more confident investors, entrepreneurs or go further in their careers.
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Mike Singleton - Add A Little Bit of Macro
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In our latest podcast episode, we dive deep into the world of macro investing with Mike Singleton, senior analyst and founder of Invictus Research. This episode explains how an investment strategy be enhanced by understanding the bigger economic picture. Mike worked at prominent investment firms like Broad Run Investment Management, Main Street Cap…
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Are You Asking the Wrong Questions About Your Money?
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On this podcast Joel Garris is joined by Zach Keister to discuss the importance of being goal oriented with financial questions rather than product oriented. Plus, what you can do to avoid the 401k rollover mistake that’s costing retirees billions of dollars each year. Finally, they celebrate the 100th anniversary of the mutual fund and its roll in…
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Episode 016 - Blended Retirement System (BRS) Overview
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Summary The conversation discusses the blended retirement system (BRS) and its components, including the pension, TSP match, and continuation pay. The BRS was implemented in 2018 to modernize military compensation and retirement. The pension part of BRS is similar to the legacy system, requiring 20 years of service and basing the pension on the hig…
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Is financial advice worth it? The power of planning for retirement
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In this insightful episode of Super Insider we deep dive into the world of financial advice and retirement planning with Garth Collingwood from River City Financial Planning. Join host Anne Fuchs as she chats with Garth about the most common concerns and misconceptions around professional financial advice. Highlights The number one question Garth g…
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The Latest Inherited Retirement Account Rules
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On this podcast Joel Garris is joined by Christina Lamb to discuss the importance of credit scores when it comes to purchasing a car. Plus, the latest final rules issued by the IRS in regard to inherited retirement accounts. Finally, the incredible value of a Health Savings Account. These topics and more on this week's radio show/podcast. originall…
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Andrew Brown - East 72 | Fortune Favours the Family
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How do the world's richest families manage and grow their wealth? In this episode I'm joined by Andrew Brown, executive chair of East 72 Holdings, to discuss the unique characteristics and advantages of investing in companies controlled by wealthy dynasties. With over 40 years of experience in equity markets, Brown sheds light on why these companie…
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Four Things to Consider When a Loved One goes to a Retirement Facility
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On this podcast Joel Garris discusses four major items to consider when assisting a loved one or spouse move to a retirement care facility. Plus, what investors need to do with their portfolio in light of the market hitting record highs. These topics and more on this week's radio show/podcast. originally aired 7/21/24…
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Episode 15: Mistakes to Avoid When Using the GI Bill
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Episode 15 - Using the Post 9/11 GI Bill Benefit In this show Mike and Amy cover: Mistakes to Avoid when splitting Post 9/11 benefits among multiple beneficiaries (1:31) Advantages of transferring benefits to a spouse rather than children (5:15) Student Aid Index Considerations (6:48) Understanding the schools funding model (8:32) Leveraging the ho…
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Perception vs Reality in Today's Economy
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On this podcast Joel Garris is joined by Rob Field to discuss perception vs reality involving current economic climate. Also, three major tools and two considerations involving estate planning blended families. These topics and more on this week's radio show/podcast. originally aired 7/14/24Por Joel Garris of Nelson Financial Planning
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Gerald Epstein - Author of Busting the Bankers' Club: Finance for the Rest of Us
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Ever wondered about the mysterious forces that shape our financial system? I'm joined by Gerald Epstein, author of 'Busting the Bankers Club: Finance for the Rest of Us,' to discuss the often-shadowy interplay between politics, economics, and the big banks. He explains how the 'Bankers Club'—a conglomerate of financial elites, politicians, and regu…
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Retirement Planning Tools Will Ruin Your Retirement
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Resources referenced in the video: Income Labs Everydollar RPI Spreadsheet Calculator Better Portfolio Risk Measures If you found this episode helpful, subscribe so you don't miss any future episodes. Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on…
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GI Bill OverviewIn this show Mike and Amy cover: History of the GI Bill (1:26)Components of Post 9/11 GI Bill (3:21)Post 9/11 GI Bill Tuition Benefit (4:07)Yellow Ribbon Program (5:25)Housing Allowance Benefit (7:31)Length of benefit (10:01)Limitations of the benefit (12:05)Transferring Post 9/11 Benefit (12:37)When beneficiaries must use the benef…
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Retire earlier: Superannuation contribution strategies
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In this Super Insider episode, we’ll cover how you may be able to retire earlier by adding extra money to your superannuation. Our experts will explain the different types of super contributions. Discover how small contributions can lead to significant growth, ways you may be able to reduce your taxable income and how the government co-contribution…
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The Real Return on Alternative Investments
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On this podcast Joel Garris is joined by Chet Cowart to discuss the benefits of using a 529 savings plan to help pay for education. Plus, Joel shares his personal interaction with alternative investments and what the real investor rate of return is. These topics and more on this week's radio show/podcast. originally aired 7/1/24…
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How to Plan for Sequence of Returns Risk
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In this episode I cover sequence of returns risk as thoroughly as one can cover it. The episode show notes include: What is sequence of returns risk? Sequence of returns risk is the risk of negative market returns near or during the time when you will take withdrawals from retirement assets. It’s particularly pernicious for people within 5-10 years…
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Bonus Episode 79 - Transform Your Success in 2024: Mastering SMART Goals with a Growth Mindset
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Send us a Text Message. Are you following our Mid-Year Goal Review Challenge: financeleaderacademy.com/Goalchallenge ? Ready to transform your goal-setting game and make 2024 your most successful year yet? Join us in this special bonus episode of the Finance Leader Podcast, as we reveal how setting SMART goals—Specific, Measurable, Achievable, Real…
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Are Private Equity Investment’s Dragging Down Pensions?
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On this podcast Joel Garris is joined by Zach Keister to discuss the importance of starting to save early and the power of compounding and its impact on your retirement. Also they discuss the role of private equity within pensions and individual investor portfolios in reference to poor performance and limitations. These topics and more on this week…
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Episode 013: Traditional Vs Roth Retirement Accounts Part 2: Scenarios
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In this show, Mike and Amy continue discussing Traditional and Roth Retirement Accounts looking at some scenarios when they might be best used: Mike and Amy cover: Roth Vs Traditional Retirement Accounts (01:44)Scenario #1 – Roth vs Traditional – Early military career (03:55)Scenario #2 – Roth vs Traditional – Post Retirement Second Career (04:55)R…
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Customer Traffic Considerations During Competitor Disruptions
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Send us a Text Message. Episode 123: Could a major competitor's sudden closure transform your business landscape? Find out how unexpected changes in your competitive space can significantly impact your customer traffic and revenue. This episode takes you through a fascinating local case where a major retailer shut its doors—not due to poor performa…
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Have You Been Affected By An IRS Scam?
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On this podcast Joel Garris is joined by Kristin Castello to discuss the rising amount of IRS scams and how to avoid them. Joel and Kristin provide three key take aways to help protect yourself from said scams. Plus, they discuss real property scams and what you can do to avoid them. These topics and more on this week's radio show/podcast. original…
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Investment markets, interest rates & superannuation changes
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In this episode, Australian Retirement Trust Chief Economist Brian Parker and Senior Manager of Education Joshua van Gestel, share their knowledge and insights on the current economic outlook including inflation, interest rates and potential investment opportunities. They also cover: how the recent Federal Budget affects your super the state of int…
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How to Know When You Can Spend More In Retirement
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This episode will detail how we help clients understand when they can SPEND MORE in retirement. Retirement is all about matching how much you would like to spend, with how many years you expect to live, with how large a portfolio you will need to support that spending. The permission to spend problem arises bc of the amount of uncertainty around th…
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Episode 012: Traditional Vs Roth Retirement Accounts
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In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover: The Basics – Traditional Retirement Accounts (03:04)The Basics – Roth Retirement Accounts (04:48)Required Minimum Distributions, Withdrawals, and Penalties (06:16)When To Use…
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On this podcast Joel Garris discusses what you should do if you get a letter from the IRS. Plus, recorded deed notice letters that are simply nonsense in their request for funds to receive a free copy of your recorded deed. Finally, he mentions some of the complications about discussing inheritance with the next generation and provides five things …
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This podcast will cover all things social security. How social security works Explain 35 years of earning Full retirement age (what age it is) Early claiming (decreased benefit) Delayed claiming (increased benefit) How social security is taxed Explain the “Claiming decision” - factors to evaluate Other sources guaranteed income Portfolio size Early…
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Income in retirement - how to access your super
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Ever wonder what happens to your super after you retire? You’re not alone. In this episode of Super Insider, Australian Retirement Trust educators Ruth Weaver and Steven Fehring unpack the power of retirement income accounts – also known as account-based pensions – and how to turn your super into a reliable income stream once the pay checks stop. T…
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Episode 11: 529 Accounts For College Savings
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In this show, Mike and Amy the characteristics of 529s and how they might fit into your education funding goals. Mike and Amy cover: The two types of 529 Accounts (2:59) The pros and cons of each type of 529 (5:08) Types of qualified education expenses (6:30) 529s and scholarships/ penalty free withdrawals (13:08) State level tax benefits of 529s (…
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In this episode we review a simple retirement formula that you can use to find the minimum amount of portfolio assets you would require on the day you retire. We call this formula the "Required Portfolio Income" formula. Required Portfolio Income is a fancy way of putting a dollar number to your expected distribution rate. Thinking only about distr…
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On this podcast Joel Garris discusses the prevalent online view that the United States is in demise. He provides several statistics that shows quite the opposite is true. Plus, three key takeaways to help generation Z combat a disturbing trend of increasing credit card debt relative to past generations. Finally, the biggest failure of retirement pl…
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Goldco Fees and Costs: What Is the Annual Fee for Goldco?
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==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Today we'll have a super short and straightforward one. Specificall…
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Retirement Plannings Missing Phase (The Retirement Risk Zone)
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Avoiding retirement planning until JUST before you retire is extremely dangerous. To use an analogy we are all familiar with - it would be like waiting to lose weight until you have a heart attack scare. Planning for retirement is like turning the Titanic - not like turning a speed boat. You need time and runway to maneuver so that you don't make r…
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The Correlation Between a Postage Stamp and Inflation
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On this podcast Joel Garris wishes all our mothers a very happy Mother’s Day! This program features an in-depth discussion on the most recent earnings season. Plus, how the postage stamp is a classic inflation indicator. Finally, the implications for your money if the Federal Reserve chooses not to lower interest rates. These topics and more on thi…
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Are Goldbacks Legit? Are They Real Money or Good Investment?
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==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Look: Goldbacks…
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Goldco's $10,000 in FREE Silver: Crazy Offer?
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==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Look: If you're considering investing with Goldco, you likely have …
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In this show, Mike and Amy discuss the Survivor Benefit Program. They’ll cover: Purpose of the Survivor Benefit Program (SBP) (3:17) Overview of SBP (5:13) Decision Timeline (12:43) SBP and DIC (14:55) Reserve Component SBP (16:35) CSB Redux SBP (18:06) Thoughts about how to make the decision (19:36) Links: Operation Retirement Readiness: www.oper…
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Gold IRA vs. Physical Gold: Which Is Right for You?
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==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- With government…
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Bonus Episode 78: Revisiting the Importance of Finance Agility and Digital Transformation.
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Send us a Text Message. Episode 114 encore: Does your organization have the ability to overcome a crisis or overcome rapidly changing business and economic conditions? Is decision making lagging due to financial systems that cannot adapt or because of legacy processes that don’t support change? Being agile means, you can quickly assess and adapt to…
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On this podcast Joel Garris is joined by Nelson Financial Planning’s newest Certified Financial Fiduciary Chet Cowart to discuss what it takes to get a mortgage in today’s world. Plus, the limitations of getting advice from short clip videos like the ones featured on TikTok. These topics and more on this week's radio show/podcast. originally aired …
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==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Let’s face it: …
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==> The #1 voted Gold IRA company by Money Magazine ==> Claim $10,000 in FREE SILVER when you open a Gold IRA ==> Join our #1 recommended stock investment newsletter today (Use our code GSC20 to get 20% OFF any newsletter plan you choose!) ---------------------------------------------------------------------------------------------- Ever wondered: …
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Is your superannuation on track? 6 steps to awaken your super
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Is your superannuation on track? Did you know 55% of Australians aren’t sure they’ll have enough super by the time they retire? (2) Research shows you could be better off in retirement if you get on top of your super now. (3) In this episode, Australian Retirement Trust education leaders Ruth Weaver and Joshua van Gestel discuss: how to check your …
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Chris Panagiotu - CAPitalize your finances | The Second Coming!
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Are you inadvertently sabotaging your financial future? It's a question that haunts many of us as we navigate the complexities of investing, saving, and planning for retirement. In the latest episode of our podcast, we delve into the world of finance with Chris Panagiotu, who returns to share his expertise and highlight the errors that could be der…
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