Melhores podcasts sobre Investmentplanning (2024)

1
466: The Four A’s of a Regret-Free Retirement 27:36

4d ago27:36

27:36

Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? In this episode, we discuss: What it means to have a non-financial, diversified retirement How to create a life map How to leverage your past to create a fulfilling future The concept of “radical resistance” Today's article is from …

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465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts 23:15

11d ago23:15

23:15

What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes. In this episode, we discuss: Current tax deduction vs. ongoing tax deferral Impact of the SECURE Act Why tax location is important How to factor in tax-free accounts Today's article is from Mornin…

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464: The Conscious Elder Revolution: Reclaiming Ancient Wisdom for a Deeper Life 26:50

18d ago26:50

26:50

What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…

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463: Why Investment Survival is Key to a Successful Retirement Portfolio 25:00

25d ago25:00

25:00

Your bottom line when it comes to successful investing for retirement isn’t maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, but having the ability to manage your emotions. In this episode, we discuss: What it means to “diversify from disaster” Understanding investment longevity How…

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U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update 56:59

28d ago56:59

56:59

📅 Live Show: Wednesday, October 9th at 12noon Central Time - Stock Markets, Interest Rate Cuts, and Your Portfolio Join us, Rob and Tania Tetrault on Wednesday, October 9th at 12:00pm Central Time for a LIVE Q&A where we’ll dive deep into the latest developments in the stock markets, the impact of interest rate cuts from central banks, what this me…

1
U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update 56:59

28d ago56:59

56:59

📅 Live Show: Wednesday, October 9th at 12noon Central Time - Stock Markets, Interest Rate Cuts, and Your Portfolio Join us, Rob and Tania Tetrault on Wednesday, October 9th at 12:00pm Central Time for a LIVE Q&A where we’ll dive deep into the latest developments in the stock markets, the impact of interest rate cuts from central banks, what this me…

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462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin 1:03:45

29d ago1:03:45

1:03:45

Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger Personal Finance. She also has a new edition of her bestselling book, Maximizing Social Security Benefits, a must-read for retirees and pre-retirees. My fi…

1
461: The Retirement Myth: How to Revisit, Reflect, and Reinvent Your Next Chapter 26:10

1M ago26:10

26:10

Retirement isn’t the finish line. It’s a time to rewind and rediscover the next phase of your life as a time of reinvention and impact. In this episode, we discuss: The origins of retirement How to navigate forced retirement What is a “Repurposement Plan”? Today's article comes from our very own blog titled, Rewind Retirement: Revisit, Reflect, and…

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460: Are We in the Longest Bull Market in History? 21:58

1M ago21:58

21:58

Are we living in the longest bull market in history – or is a major market crash on the way? To gain some clarity, it can be helpful to understand how today’s economy compares to years’ past. In this episode, we discuss: Today’s market vs. the 80s and 90s Cyclical vs. secular markets How interest rate cuts impact the market Today's article is from …

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459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance 19:22

2M ago19:22

19:22

If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inheritance. In this episode, we discuss: The impact of a living inheritance Why you need to have open dialogue about your estate plan with children How to strik…

1
How To Strategically Take Out Your CPP 6:05

2M ago6:05

6:05

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How To Strategically Take Out Your CPP 6:05

2M ago6:05

6:05

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy? 26:42

2M ago26:42

26:42

The happiness you experience is built through mindful, compassionate actions. However, in the second half of life, the quest isn’t for fleeting happiness anymore; it’s for something deeper: Joy. In this episode, we discuss: Happiness vs. joy 5 barriers to joy 5 practices to cultivate joy The power of relationships Today's article comes from our ver…

1
457: Finding Meaningful Work in a Post-Career World with Bruce Feiler 53:23

2M ago53:23

53:23

Today, I'm thrilled to welcome Bruce Feiler back to the podcast. Bruce has written seven New York Times bestsellers, given three TED Talks viewed more than 4 million times and teaches the TED course How to Master Life's Transitions, and has been a longtime columnist for the New York Times. While our previous conversation was all about navigating tr…

1
456: Retirement Tax Planning: Should You Max Out Your 401(K)? 22:27

2M ago22:27

22:27

What is the most effective way for you to save money for retirement? While traditionally, many have turned to accumulating wealth in their 401(k), the caveat comes in the form of taxes due. In this episode, we discuss: Why it’s important to diversify your savings buckets The capital gains tax rate How to save for retirement amidst tax rate uncertai…

1
455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience 27:40

2M ago27:40

27:40

The journey of Repurposement is not a one-time event but an ongoing process that shapes the legacy you leave behind. To wrap up our “Thriving in Midlife” series, we explore how to ensure that each step you take is aligned with the life you are destined to lead. In this episode, we discuss: Why it’s important to evolve your Repurposement experience …

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454: Busting 6 Big Financial Myths for Retirement 21:28

3M ago21:28

21:28

In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…

1
How To Retire With MORE Using Alternative Investments 4:35

3M ago4:35

4:35

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How To Retire With MORE Using Alternative Investments 4:35

3M ago4:35

4:35

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke 1:02:41

3M ago1:02:41

1:02:41

Today, I’m thrilled to welcome Annie Duke back on the podcast. Annie is an author, speaker, and consultant. She has a PhD in Cognitive Psychology and is a special partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Many of you will likely recognize Annie from her illustrious career as a professional poker…

1
452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps 31:32

3M ago31:32

31:32

Are you choosing to live inspired so you can lead yourself and others with intentionality? It begins with harnessing a strong sense of self-awareness so you can own the story you were meant to live. In this episode, we discuss: What a “long-life mindset” means The power of legacy vs. Impact vs. influence How to silence external chaos to better focu…

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451: License to Spend: A Retirement Income Strategy That Helps Combat Longevity Risk 20:58

3M ago20:58

20:58

You worked hard for your money. To truly enjoy that money confidently in retirement, making smart investment decisions and having a personalized retirement income strategy is key. In this episode, we discuss: The concept of “guaranteed income” Misconceptions of annuities How interest rates impact annuity payouts Today's article comes from ThinkAdvi…

1
9 Steps To Choosing The Right Stock 6:32

3M ago6:32

6:32

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
9 Steps To Choosing The Right Stock 6:32

3M ago6:32

6:32

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits 29:18

4M ago29:18

29:18

If you ever find yourself experiencing feelings of anxiety, chaos, or find yourself in a general state of feeling unsettled, it’s time to elevate your inner peace. When you’re at peace, you can live a happier life more aligned with your purpose, vision, and values. In this episode, we discuss: How internal and external realities impact your peace T…

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449: The Stoic Path to Wealth with Darius Foroux 1:03:32

4M ago1:03:32

1:03:32

Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business, Money, which is available on all podcast platforms. Darius teaches online classes on wealth building and has written eight books, including his newest work, The Stoic…

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448: Is Historical Market Data Helpful for Retirement Income Planning? 17:56

4M ago17:56

17:56

In what ways can past market performance help you plan for a financially confident future? It involves sifting through the data and understanding when and where that information is most applicable. In this episode, we discuss: How the stock market has evolved In what instances past market data is useful How long term vs. short term expectations dif…

1
What's The Difference Between EBITDA & Net Income? 3:45

4M ago3:45

3:45

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What's The Difference Between EBITDA & Net Income? 3:45

4M ago3:45

3:45

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life 26:48

4M ago26:48

26:48

Who are you without your career? How do you find meaning outside of your professional life? These are questions you might ask yourself while stepping into retirement or in the thick of midlife, but in order to truly know yourself better, you first need to understand how to lead yourself better. In this episode, we discuss: How your tendencies impac…

1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes 3:55

4M ago3:55

3:55

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes 3:55

4M ago3:55

3:55

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
446: The Most Powerful Financial Skill: Quiet Compounding 21:07

4M ago21:07

21:07

The most powerful financial skill is having the ability to stay focused on your retirement strategy despite what’s happening around you. It means taking away the yard stick and avoiding comparison to remain healthy, happy, and fulfilled. In this episode, we discuss: Why quiet compounding can feel slow The four factors that make up quiet compounding…

1
Assets vs. Liabilities: Understanding the Difference for Financial Success 4:29

4M ago4:29

4:29

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Assets vs. Liabilities: Understanding the Difference for Financial Success 4:29

4M ago4:29

4:29

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals 36:10

5M ago36:10

36:10

What does it look like for you to live a meaningful life with purpose? As you navigate the transition from midlife to retirement, take the time to define your “Repurposement” Goals so you can pursue what excites you, align actions with your values, and contribute to the greater good. In this episode, we discuss: The mentality behind a “midlife cris…

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444: 3 Assets That Might Not Diversify as Well as You Think 26:22

5M ago26:22

26:22

Diversification is a key principle in investing, where you often combine assets with differing performance characteristics. However, this strategy is not foolproof. In this episode, we discuss: The definition of “uncorrelated assets” Why real estate’s correlation with stocks has increased What you need to know about “junk bonds” and crypto Assets t…

1
443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values 37:34

5M ago37:34

37:34

To live a midlife full of meaning and purpose, you must first understand your core values and the role they play in your overall wellbeing. In this episode, we discuss: The definition of a “core value” How to identify your core values and why they’re so important in midlife Why values are NOT goals How to stay focused on your core values Today's ar…

1
The Best 7 Investments For High Net Worth Individuals 8:42

5M ago8:42

8:42

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The Best 7 Investments For High Net Worth Individuals 8:42

5M ago8:42

8:42

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr. 53:59

5M ago53:59

53:59

Today, I'm speaking with Mike Golic Sr. Mike's career in the NFL began when he was drafted in the 10th round as a defensive lineman in the 1985 NFL draft. He has since gone on to have tremendous success in sports media as the cohost of Mike & Mike on ESPN and currently cohosts Gojo and Golic with his son, Mike Jr., at DraftKings. He coauthored Mike…

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441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs 16:54

5M ago16:54

16:54

What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; however, they don’t always provide the full picture. In this episode, we discuss: Why it’s important to define what retirement “success” or “failure” mean t…

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

5M ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

5M ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run 29:36

6M ago29:36

29:36

What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey. In this episode, we discuss: When you will find yourself in the “Retirement Death Zone” How investment risk changes depending on your retirement stage W…

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

6M ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

6M ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change 34:54

6M ago34:54

34:54

You’re human; you will go through changes throughout your life. But some of the greatest factors that determine how you navigate these transitions as you age (big or small) lie in your habits. Today's article is In this episode, we discuss: What it means to thrive in “midlife” Why it’s important to maintain curiosity How to live in service of other…

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

6M ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

6M ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

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