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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
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 ...
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
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Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we looks at stocks that we think are good deals right now. MarathonMoneyPlus.comPor Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
In this episode of Retirement Unlimited, Randy dives into The Biggest Mistake People Make with Social Security in the Retirement Update. Next, Randy reviews Eviction Moratorium Expiration in Tactical Asset Management. Lastly, Randy delves into What the Pandemic Taught Us About Telemedicine in News You Can Use. Enjoy!…
 
Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering George from Texas…
 
https://www.einsteinretirementworkshops.com/Einstein Retirement Daily, its content, and its presenter are not giving specific tax, legal or investment advice. If you hear something in our show that causes you to want to take specific action, please consult with the appropriate professional who knows your specific circumstance before taking any acti…
 
This week's retirement reading is from Forbes, titled Could SECURE Act 2.0 Fix The Retirement Crisis?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/211. Show Notes: RetireWithPurpose.com/211 Rate & Review the Podcast: RetireWithPurpose.com/review S…
 
Do you know the difference between crisis and opportunity? This may sound like a CRAZY question, but sometimes there is a fine line between these two seemingly polar opposites. This week we explore some very interesting opportunities to turn lemons into lemonade. If you'd like to talk with Glenn about your retirement simply give us a call at (336) …
 
Are you trying to retire in a Villa in Florida or a remote location on the West Coast? If so, tune in this week's episode of Retirement You Radio to listen to some key ways on just how to do that.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment AdviserPor Brian Quaranta
 
Are you aware of every option you have for a retirement plan? This week, Brian covers an income plan and what options retirees should consider when funding their plan. From your safe options, to growth strategies you may not be familiar with.Por Brian and Clayton, Hosts of Retirement Radio
 
Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent, Matthew, and Joshua offer their opinions on this tweet and discuss how an advisor can add value to your situation. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977…
 
People often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why. Read more and get additional financial resources here: https://makeretirementwork.com/1350/ep-25-do-you-really-need-life-insurance/ What we discuss on this episode: 1:50 – Dirty word 3:33 – Do you need it? 4:48 – How much? 7:50 – …
 
Let’s take a look at the world of medicine and see what valuable lessons can be applied to your retirement planning. After all, our goal is to make sure your financial health is on track so you’ll be able to enjoy retirement to its fullest. Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strat…
 
Building up your personal wealth while trying to pay off debt can be difficult to balance. Some people want to throw every extra dollar at their debt balance to pay it off faster, while others want to try to put money away and pay off their debt at the same time. We discuss some different strategies when it comes to paying off debt and why you need…
 
On today’s episode of the Retirement Ready podcast, we check in to see how ready you really are. What sorts of things are you overlooking, and where do you need to stay better focused? Know all you need for retirement? Take this little quiz to see where you stand when it comes to retirement readiness. Read more and get additional financial resource…
 
Have you ever stopped and taken the time to think about what you want life to look like after your career is over? Many of us get too busy with life to think that far ahead and truly envision what we want tour futures to look like, but it’s an important thing to do. The reason this came up now is because we saw a recent survey that asked people how…
 
If you're looking to pay less in taxes over your lifetime and especially your retirement, you need to listen to this episode. There is more to cover to develop a full tax strategy, but this is a great starting point to developing your tax strategy so that you can lower your lifetime tax liability. In it, I cover: 1. Why You Might Want To Pay Taxes …
 
Darius "Hootie" Rucker gives some personal advice on how he handles his finances. Damon and Matt discuss what we can learn from the country superstar plus, what homework do we need to have prepared before our first appointment. For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com…
 
How do you introduce yourself at parties? Do you use your job title or do you define yourself in other ways? Oftentimes, our work becomes part of our identity and we begin to think that our job is who we are. This can lead to an identity crisis in retirement which is why it is important for you to define your identity and purpose outside of your ca…
 
On this week’s episode of The Secure Retirement Podcast, April Schoen joins us to take a deep dive into the five financial risks you will face in retirement and how to overcome them. Additionally, April discusses retirement planning and what balance looks like in retirement. Listen in to learn more about the retirement red zone as well as: Mitigati…
 
Episode 325: A lot of the financial news coverage is negative focusing on shortages and price & wage inflation. But technically I think the major indexes are performing well and a great deal of opportunity still exists in the ReOpening Stocks. ------------------------------------------------------Por John Pugliano
 
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the …
 
Want to learn how to lower your tax bill, optimize investments, and improve retirement success? Click to get your FREE Retirement Assessment ================================= Today I'm sharing my current thoughts on bitcoin. A special guest also drops by to share his point of view, including why bitcoin should NOT be used as a store of value. If yo…
 
A few months ago, we launched a new series called The 9 Accelerators of Successful Retirement Planning. The series covers the 9 steps in our Retirement Success ProgrammeTM. This week, my wife and business partner, Kathy, is back in the interviewer’s chair to quiz me on why investing is such an important part of retirement planning and what the diff…
 
Is planning for successful aging part of your retirement planning? We’ve had the pleasure of talking with a number of experts who can help you be prepared to live well across your lifespan. This mini-episode highlights key points you’ll want to think about and include in your planning. You can listen to the full conversations here: Alan Castel Hele…
 
Have you ever considered going back to school? Early retirement can be a fantastic time to explore new learning opportunities. In this episode of Retirement Starts Today, we’ll take a look at a Market Watch article that describes the burgeoning culture of adult learning for those at or near retirement age. We’ll continue by exploring many higher ed…
 
We are taking a look at another article from Michael Kitces' blog. "3 Types Of Retirement And Their Very Different Savings Strategies." With life expectancies growing, the idea of a Traditional Retirement and Early Retirement are becoming harder and harder to achieve. The model of growing up and going to school for 20 years, working for 40 years, a…
 
What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/ What we discuss on this episode: 1:53 - What is tax planning? …
 
There are areas of your financial life that might be in bad shape and you don’t even realize it. On this episode, we’ll identify five areas of planning that could result in disaster if you haven’t paid them any attention. Read more and get additional financial resources here: https://pffirm.com/2021/05/are-you-flirting-with-financial-disaster/ What…
 
Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092Por Michael Stewart
 
On this episode, we answer some email questions we have received from our listeners. We discuss leaving an entire 401(k) to a child, concerns about inflation rates potentially rising, grading a stock broker's performance, and much more. Contact: If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/…
 
Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Richard will discuss why we should try to avoid emotional investing and the importance of keeping the course of a plan. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.…
 
There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Da…
 
When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement. Read more and get additional financial resources here: https://wp.me/paeqsR-cc What we discuss on this episode: 2:45 – Peace of mind 5:59 – Diversity of assets 7:15 – Confidence 9:…
 
It's another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/…
 
Estate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care of (according to their wishes) when they pass away. One way to do this is through estate planning documents, and that’s exactly what Shane Perry discusses in this episode of Your Retirement Solution. Shane not only introduces t…
 
Having your legal documents or beneficiary designations out of date can often lead to financial disaster. Thankfully, these are very easy items sort out with a financial advisor. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207Por Steve Hoover
 
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