Humans vs Retirement is the podcast that proves retirement isn't just about money, it's about life. Hosted by me Dan Haylett, I dive into the real, human side of retirement: the emotions, the mindset shifts, and the messy, wonderful journey of reinventing yourself for the next chapter. Through honest conversations with experts and inspiring stories from retirees themselves, you'll get the tools, ideas, and encouragement you need to retire to something, not just from something. If you want to ...
…
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
Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
…
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
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
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
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
…
continue reading
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
…
continue reading
We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
…
continue reading
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
…
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
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
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
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
…
continue reading
Information and Educational Resource on the Age Pension/Centrelink, Superannuation and a broad range of retirement topics. Interviewing people with knowledge in these fields.
…
continue reading
Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
…
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
Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
…
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
Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
…
continue reading
A Delta Green TTRPG actual play podcast set in the Cowboy era of Delta Green's timeline, starting in 1988. We also run "side operas" set before 1988 and in modern times. Join us as we solve mysteries, build a strong cohesive universe with interesting character development, confront unceasing eldritch horrors, and have a few laughs together as Agents live, die, and maybe grow old. Instagram: instagram.com/9mmretirementradio
…
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
Retire Smarter
…
continue reading
The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
…
continue reading
John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
…
continue reading
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
…
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
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
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
…
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
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
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
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
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
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
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
Join me as I document the real retirement experience — week by week. No filters, no fluff — just the honest ups, downs, and surprises of stepping away from the working world and into a new way of living. Each week, I’ll share personal reflections, challenges, and small victories as I navigate what retirement really feels like — from rediscovering purpose and building new routines to finding joy in the slower pace of life. If you’ve ever wondered what retirement is truly like (beyond the broc ...
…
continue reading
Retirement IQ is the podcast designed to help you thrive before and during your retirement years. Hosted by retirement wealth coach John Stregger, each episode tackles the real questions facing people in their 50s and 60s - how to turn savings into income, when to take CPP, how to reduce taxes, and how to build a financial plan that’s as solid as blueprints for a home. With over 25 years of experience guiding clients, John shares practical insights, proven strategies, and conversations with ...
…
continue reading
Welcome to the Early Retirement Roadmap podcast, your audio guide to preparing for and thriving in early retirement! If you’re dreaming of retiring early but feeling overwhelmed about where to start, or if you’re already retired and looking to make the most of your freedom, you’re in the right place. I’m your host Mike Upland, and I successfully retired at 55. Through this podcast, I share my personal early retirement journey—the victories, the challenges, and all the essential lessons I’ve ...
…
continue reading
Welcome to The Retirement Chef Podcast — where financial planning meets culinary flair! Hosted by seasoned financial advisor and passionate foodie, Brian Butler, this podcast serves up a delicious blend of retirement wisdom and life enrichment tips to help you create a fulfilling future. Each week, we dish out expert advice on retirement strategies, investment planning, and lifestyle choices — all with a dash of flavor. From managing your nest egg to exploring your passions (like cooking!), ...
…
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
Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
…
continue reading
Smart Wealth and Retirement is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment deci ...
…
continue reading
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
…
continue reading
1
Which would make you the happiest? Saving money or spending money?
54:01
54:01
Mais Tarde
Mais Tarde
Listas
Like
Curtido
54:01In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor.Por Grant Dorhout
…
continue reading
1
Retirement Plans Come In All Shapes & Sizes
24:50
24:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
24:50Sometimes one size fits all is appropriate, but when it comes to retirement, just about everyone has at least a few unique circumstances or desires that can make personalized planning advantageous. On this episode we explore a few examples that just might hit home for you or someone you know. Glenn is available for in person and online meetings if …
…
continue reading
1
23 Superannuation Contributions with Gayle McKew
24:08
24:08
Mais Tarde
Mais Tarde
Listas
Like
Curtido
24:08Topics include: Superannuation Guarantee Salary Sacrifice Concessional and Non Concessional Contributions Bring Forward and Carry Forward Rules Superannuation Splitting Government Co-contributions Downsizer Contributions and Age LimitsPor yvonneflanno
…
continue reading
1
4 Retirement Fears to STOP Believing After You Reach 50
20:53
20:53
Mais Tarde
Mais Tarde
Listas
Like
Curtido
20:53Have you ever wondered why so many people dream of early retirement but never actually do it? In this episode, I dive into the most common fears that hold people back from their dream retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-import…
…
continue reading
1
How to Ask Better Questions About Retirement
14:58
14:58
Mais Tarde
Mais Tarde
Listas
Like
Curtido
14:58📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html You’ve heard the phrase, “There’s no such thing as a bad question.” But in retirement planning, the quality of your questions often determines the quality of your outcome. Today Ryan reframes common…
…
continue reading
1
Retiree’s First Christmas: The First Holiday Season After You Retire
13:50
13:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
13:50📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one…
…
continue reading
1
The Vintage Writers – Kim Gottlieb-Walker & Roselyn Teukolsky
28:30
28:30
Mais Tarde
Mais Tarde
Listas
Like
Curtido
28:30Are you ready to graduate from the grind in 2026? Then here’s your most important project: Future You. Learn more “Eye opening and provocative.” “Challenged me to get out of the starting blocks and far down the path of really thinking about this next phase of my life in very different ways. I now feel like I have a solid road map.” “I wish I’d take…
…
continue reading
1
Spending Drops in Retirement, but Satisfaction Doesn't [Rebroadcast]
15:50
15:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
15:50New research from David Blanchett, head of retirement research at PGIM, challenges one of the biggest assumptions in retirement planning: that happiness in retirement depends on maintaining a constant—or even increasing—level of spending. ⬇️ Upon entering retirement, households experience a median consumption decline of about 20%. This drop is ofte…
…
continue reading
1
Should You Own Bonds in Retirement? Here’s What to Know
20:09
20:09
Mais Tarde
Mais Tarde
Listas
Like
Curtido
20:09In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down one of the most confusing — yet essential — components of retirement planning: bonds. Jim and Casey explain what bonds are, how they generate income, and why they behave differently from …
…
continue reading
1
Delivering Massive Value means living in reality with John Poole
28:43
28:43
Mais Tarde
Mais Tarde
Listas
Like
Curtido
28:43In this episode, Steven is joined by John Poole, a partner at JPTD and a seasoned veteran when it comes to helping financial advisors get their practices ready and navigate through equity events. John and Steven talk about common misconceptions advisors have about their own numbers and what really drives value in a business. John shares from his ex…
…
continue reading
Is there anything more important than a good story? And I might answer, "Very little". If there is one thing that we retired folks possess more than younger folks is the number of stories we have in our bag. We have had experiences that come only with time.Por Del Lowery
…
continue reading
1
Here's the Most Unethical Thing Advisors Do
12:05
12:05
Mais Tarde
Mais Tarde
Listas
Like
Curtido
12:05Some of the most damaging financial advice doesn’t look shady at all. It looks responsible. It looks optimized. And it looks great on a spreadsheet. This episode breaks down one of the most unethical practices James sees in financial planning, not selling high-fee products, but using projections and tax strategies to justify an advisor’s fee while …
…
continue reading
1
068: A Christmas Guide to Retirement Clarity
52:00
52:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
52:00Retirement should feel more like a holiday break and less like a stressful countdown. In this festive episode of The Own Your Retirement Show, Josh Bretl and Mark Elliott use the Christmas season to explain what real retirement freedom looks like and how to plan for it. Josh shares personal stories about family, freedom, and why retirement is not a…
…
continue reading
1
Delay Retirement or Retire Now? Here’s How to Decide
25:00
25:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
25:00Retirement isn’t one-size-fits-all—and delaying retirement can be a smart move for some people and a mistake for others. In this episode of Retirement Roadmap with Master Plan Retirement Consultants, Evan and retirement planner Mark Fricks walk through the most common reasons people work longer (financial security, purpose, flexibility) and the key…
…
continue reading
1
Life Insurance Upgrade - 4% Cash Flow Rule (December 20, 2025)
54:33
54:33
Mais Tarde
Mais Tarde
Listas
Like
Curtido
54:33Por Mark Falter
…
continue reading
1
Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
1:26:49
1:26:49
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:26:49Jim and Chris discuss listener emails on Social Security spousal eligibility and claiming coordination, a listener PSA on Social Security proof of marriage requirements, RMD planning while still working, money market earnings in brokerage accounts, and using QLACs for long-term care planning. (16:15) Georgette asks whether the repeal of WEP and GPO…
…
continue reading
1
2025-12-21 Economic Forecast: Dollar Devaluation, Rising Rates, and the Reality Behind Inflation
24:40
24:40
Mais Tarde
Mais Tarde
Listas
Like
Curtido
24:40As 2025 comes to a close, host Dennis Tubbergen delivers a clear-eyed and provocative economic forecast for 2026. In this episode of RLA Radio, Dennis explains why ongoing U.S. dollar devaluation is inevitable, how massive government debt refinancing will pressure the Federal Reserve to resume easy-money policies, and why interest rates may continu…
…
continue reading
1
Episode 97 - Keep the IRS from being your Biggest Beneficiary
25:00
25:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
25:00As tax season looms, there is one thing most people are thinking about: Keeping the IRS out of their pockets! That’s why this week Randy Barkley and Jeremiah & Laura Lee break down what really happens—tax-wise—when you inherit money, investments, and other assets.They walk through step-up in basis for stocks and real estate, why some taxes effectiv…
…
continue reading
1
539: By the Numbers: The Real Math Behind Tax Gain Harvesting vs. Roth Conversions
30:38
30:38
Mais Tarde
Mais Tarde
Listas
Like
Curtido
30:38Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow? In this episode, we discuss: Why some retirees intentionally harvest capital gains How the 0% bracket really works When it may make sense to pay capital gains taxes now How to evaluate tax gain harvesting vs. Roth conversions using…
…
continue reading
1
Naughty or Nice?: A Holiday Checkup for Your Retirement Plan
26:09
26:09
Mais Tarde
Mais Tarde
Listas
Like
Curtido
26:09Many people quietly wonder if they’re doing retirement “right,” especially around the holidays. So in this episode, Certified Retirement Counselor Mark Struthers puts a seasonal spin on some of the most common retirement behaviors he sees every day. Using a “naughty or nice” framework, Mark explains why certain choices—like holding too much cash, b…
…
continue reading
1
CAPITAL GAINS Ep. 1 - By the Sword, We Seek Peace
1:05:12
1:05:12
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:05:12December 11, 1989. After a tumultuous year, the Kansas Team reassemble in Cambridge, Massachusetts to find out why Dr. Laura Clark, a Friendly of the Group, missed her scheduled check-in on December 10. New faces present new tensions. This scenario is based on the fan scenario “Operation CAPITAL GAINS” by Sofie Batlle, repurposed for 9mm Retirement…
…
continue reading
1
Am I Behind In My Retirement Savings? What To Do If You Are
17:53
17:53
Mais Tarde
Mais Tarde
Listas
Like
Curtido
17:53Nothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 35. Your retirement number isn’t a competition. Let’s talk about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actual…
…
continue reading
1
7 Investing Facts Every Retirement Saver Needs to Hear
25:21
25:21
Mais Tarde
Mais Tarde
Listas
Like
Curtido
25:21It's that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives… and have a little fun. 😊 In this annual "surprising stats" episode, I'm sharing 7 counterintuitive facts about the markets and investing. Some are counterintuitive. A few might make you question things you've …
…
continue reading
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding Third" http://rounding-third.elevatemyretirement.com/ Finance is full of shiny objects, and not all of them are helpful. In this episode, Sean reveals the five most misleading tactics peop…
…
continue reading
1
#183 – Retirement planning chat with a "real" person, Jill
1:25:41
1:25:41
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:25:41Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide array of retirement planning topics such as leaving the workforce relatively early, keeping expenses moderate yet still doing and enjoying a lot in life, what she wishes she would have known and done soon…
…
continue reading
1
EP # 172 | 10 Common Wealth Traps Smart Canadian Retirees Avoid
18:06
18:06
Mais Tarde
Mais Tarde
Listas
Like
Curtido
18:06In this episode of Your Retirement Planning Simplified, Joe Curry breaks down the 10 assets successful Canadian retirees almost never buy - and why avoiding these common wealth traps can dramatically improve retirement income and peace of mind. You'll learn how high fees, complexity, lifestyle liabilities, and poor planning quietly erode retirement…
…
continue reading
1
$79k per year from only a $300k Annuity?!
10:04
10:04
Mais Tarde
Mais Tarde
Listas
Like
Curtido
10:04Is this for real?? Yes, I show you exactly how this annuity really will payout this amount for a small premium.Por guaranteedretirementguy
…
continue reading
1
Understanding Credit Scores: What Really Affects Your Number?
4:28
4:28
Mais Tarde
Mais Tarde
Listas
Like
Curtido
4:28What is a credit score, really—and how do you keep it healthy? In this episode, Miguel Gonzalez breaks it down in simple terms and gives you practical tips to build and protect your financial reputation. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your firs…
…
continue reading
1
Episode #8: Creating a Guaranteed Retirement Income Stream
10:39
10:39
Mais Tarde
Mais Tarde
Listas
Like
Curtido
10:39In this episode of the Retirement IQ, retirement wealth coach John Stregger walks listeners through the essentials of building a secure and reliable retirement income plan. With the number one concern for Canadians over 55 being the fear of running out of money, John focuses on how to create guaranteed lifetime income that can support you through a…
…
continue reading
1
The Emotional Mistakes That Derail Investors
49:33
49:33
Mais Tarde
Mais Tarde
Listas
Like
Curtido
49:33Send us a text In this episode, we break down the real reasons why so many people make costly mistakes in financial planning—and why emotions, not the markets, are often the biggest threat to long-term success. From chasing trends you don’t understand, to panicking at dips with no real news behind them, to following the “lemmings” of Wall Street, w…
…
continue reading
1
What If Your Retirement Math Is All Wrong?
18:43
18:43
Mais Tarde
Mais Tarde
Listas
Like
Curtido
18:43What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building …
…
continue reading
1
Gen X on the Brink: Turning Retirement Anxiety into Confidence
19:57
19:57
Mais Tarde
Mais Tarde
Listas
Like
Curtido
19:57Are Gen Xers heading for a retirement crisis, or can smart planning turn anxiety into confidence? This episode dives into the fears and realities facing those nearing retirement—insufficient savings, market volatility, and the looming tax trap. Certified Financial Fiduciary Mike Riedmiller shares actionable strategies for building a solid financial…
…
continue reading
1
What It Means to Be a ‘Kingdom’ Financial Advisor
8:18
8:18
Mais Tarde
Mais Tarde
Listas
Like
Curtido
8:18What It Means to Be a ‘Kingdom’ Financial Advisor In past Countdown to Retirement shows, Gregg MacInnis mentioned that he’s a ‘Kingdom Advisor.’ In today’s episode, he explains what the faith-based organization, how it aligns with the teachings of the Bible when it comes to faith and how it integrates with saving for and spending in retirement. Gre…
…
continue reading
1
Guaranteed Income or Market Mayhem? How to Build a Bulletproof Retirement Plan
16:13
16:13
Mais Tarde
Mais Tarde
Listas
Like
Curtido
16:13What if a single decision could make or break your retirement dreams? This episode dives into the unpredictable world of retirement planning—exploring how to protect a windfall, diversify investments, and secure guaranteed income. Discover why the right strategy isn’t one-size-fits-all, and learn how to prepare for the unknowns of market volatility…
…
continue reading
1
465 The Year in Review — and Preparing for the Year Ahead
14:48
14:48
Mais Tarde
Mais Tarde
Listas
Like
Curtido
14:48In today's podcast, I want to take a few minutes to look back on 2025…and then use what we learned to prepare for 2026.Por Jason Parker
…
continue reading
Por Mike Kojonen
…
continue reading
1
Monthly Dividend ETFs: The Paycheck Illusion (3 Tests to Avoid a Costly Mistake)
12:15
12:15
Mais Tarde
Mais Tarde
Listas
Like
Curtido
12:15Monthly Dividend ETFs for retirement income can look like a paycheck—but it’s often an illusion. In this episode, I share 3 tests to avoid costly mistakes and keep Affordable Care Act (ACA) taxes in mind. You’ll learn: • The 4 main types of monthly income ETFs (covered-call, high-dividend stock, preferred stock, bond funds) • Why yield can mislead …
…
continue reading
1
How to Buy or Sell a Business the Right Way
47:52
47:52
Mais Tarde
Mais Tarde
Listas
Like
Curtido
47:52Selling a business isn't just about finding a buyer and shaking hands on the terms — it's about choosing the right structure. In this episode, we break down stock sales, asset sales, common tax traps, and the key details buyers and sellers often overlook. Although this show does not provide specific tax, legal, or financial advice, you can engage D…
…
continue reading
Send us a text In this episode I talk about the actual transition from working Bob to Retired BobDude. It is very exciting I can hardly wait. Preparing for financial changes, trimming the budget, and planning out the next few months. It is actually happening. A retirement party is scheduled for next week, along with the company holiday party. Thank…
…
continue reading
1
Claim Your Dream Life: Dawn Fleming Shares How to Retire in Paradise on a Shoestring Budget
42:15
42:15
Mais Tarde
Mais Tarde
Listas
Like
Curtido
42:15This episode of the Rock Your Retirement podcast features an engaging and insightful conversation between Kathe Kline, Barb, and their guest, Dawn Fleming, author of the book "Claim Your Dream Life: How to Retire in Paradise on a Shoestring Budget." The episode explores the journey Dawn Fleming took from financial hardship—including surviving a rea…
…
continue reading
1
Ep 100 - What 100 Episodes Taught Me About Retirement... And About Being Human
13:39
13:39
Mais Tarde
Mais Tarde
Listas
Like
Curtido
13:39After 100 episodes of diving into the messy, hilarious, emotional and utterly human world of retirement, I return with the rawest and most powerful episode yet. This milestone isn't a celebration; it's a challenge. A wake-up call. A bold invitation to stop drifting, stop delaying, stop hiding behind old identities… and finally step into the second …
…
continue reading
1
Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)
37:12
37:12
Mais Tarde
Mais Tarde
Listas
Like
Curtido
37:12Most people think travel rewards are confusing, time-consuming, or only useful for frequent fliers. But in reality, when you understand how to earn and redeem points strategically, you can turn your normal everyday spending into deeply discounted travel — even at luxury hotels charging $1,500+ a night. In this episode, Adam sits down with Colin Str…
…
continue reading
1
093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson
38:07
38:07
Mais Tarde
Mais Tarde
Listas
Like
Curtido
38:07For many young adults and new parents, getting their savings or investment plans started can feel intimidating. Despite all the information available online, most don't realize that setting aside small amounts early—$25 a week or $100 a month—can grow into a lifetime of financial security through the power of compound interest. In today's episode, …
…
continue reading
1
How to Structure Retirement Income for Lower Taxes and More Flexibility
38:02
38:02
Mais Tarde
Mais Tarde
Listas
Like
Curtido
38:02Most retirees are shocked by how much of their hard-earned savings goes straight to taxes—are you prepared? Discover the strategies that can help you keep more of your money in retirement and avoid the most common tax pitfalls. In this episode, April Schoen reveals how smart tax planning can dramatically impact your future income and financial free…
…
continue reading
1
Downsizing: It's not just for your house
12:09
12:09
Mais Tarde
Mais Tarde
Listas
Like
Curtido
12:09The conversation delves into the intricacies of life insurance policies, particularly focusing on how individuals can leverage their existing policies for cash value. It highlights the percentage of policy value that can be accessed based on the policyholder's age, providing insights into financial planning and insurance benefits.…
…
continue reading
1
Roth vs Traditional 401(k): Pros, Cons, and How to Choose
14:45
14:45
Mais Tarde
Mais Tarde
Listas
Like
Curtido
14:45In this episode of the Retirement Power Hour, Joe Allaria, CFP®, breaks down the key differences between Roth and Traditional retirement accounts so you can make smarter, more tax-efficient decisions with your savings. We’ll cover: 🔹 The real tax advantages of each account 🔹 Who should choose Roth vs who should choose Traditional 🔹 How your income …
…
continue reading