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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.
 
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/
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on your specific needs. It's one thing to hear about a lot of theory, but we try to discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial pl ...
 
Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long term care planning, business planning, financial. Learn about helping loved ones or aging parents lega ...
 
Jeff Wendel is an Registered Financial Consultant who has a proven track record for delivering sophisticated financial solutions for his clients and teaching them how to navigate the world of personal finance. He believes in trust, honesty and treating his clients like family and wants to help you knock your retirement planning out of the ballpark. To get free access to The Benefits of Commercial Real Estate Without the Hassle of Ownership: An accredited Investor’s White Paper from the Wende ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with ...
 
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.
 
Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
 
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 talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
 
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
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.
 
Ever get stressed while RVing ??? Well this podcast focuses on Stress Management while RVing. I retired in June 2018 as a Registered Nurse. I've been a Stress Management Consultant since 2003. Trish and I had been planning on RVing for about 3 years prior to my retirement, At that time, our knowledge base about RVing was zero. For many years I had wanted to buy a pop-up camper when I retired, I took Trish to a RV show to show her my plans. Well ..... she looked at pop-ups and said she couldn ...
 
Did you know the biggest impediment to retiring on time is overpaying for college? Join us each episode as financial planner Bill Mullen breaks down critical college funding conversations to reveal how you can minimize this retirement barrier. You'll learn things like: - How much colleges think your family can afford - Whether or not you'll qualify for grants or scholarships - How much you can expect to pay out of pocket We'll help you identify the answers you need to get the most free money ...
 
Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
 
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show series
 
This week Mark and Victor discuss how much money you need for retirement and how to make sure it will last. Go to 920taxes.com for the free guide: “Are You Paying Too Much In Taxes In Retirement?” Then, they will dive into what tools you need your retirement tool kit and an exciting game of “Would You Rather?” Also available on Spotify, Apple Podca…
 
This episode is a masterclass and dedicated to answering the questions regarding HR for small businesses. It's typical for a small business owner to overlook this key area as they grow, which can lead to some very costly mistakes. We not only cover the 8 HR issues a business needs to tackle, but include stories to bring these issues to life. Terry …
 
Tax planning is one of the most crucial parts of putting together a wholistic retirement plan. Taxes may enhance, or destroy a retirement depending on how you plan for them. Sean talks all about some tax efficient strategies and ways you may be able to utilize them on today's show. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone nu…
 
Today I'm responding to some constructive criticism I received from a listener. I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast. Along with sharing a personal update on having three kids under age 5, we dig into: Tax planning opportunities + misconceptions What to do when you've saved more for retirement than you…
 
Hey there! This week we've got a quick look at the Northwestern Mutual Planning & Progress Study. Check out the full document from Northwestern Mutual here I also give you a quick update on my progress in the Anthony Pompliano Crypto Academy. Good times!! Also, how has COVID shown YOUR readiness for retirement? I'd give myself about a C- grade on m…
 
To understand how retirement planning has changed in recent years, you have to look no further than the demographics of today’s retirees. It’s a topic that you’ve probably read about or discussed in some form, but how much have you noticed it impacting your retirement plan? On this episode of the podcast, we want to share some statistics with you t…
 
What is the number one travel goal for people approaching retirement? Disney! People young and old alike love to go to Disney. In my 15 years of retirement planning, I have discovered that a multi-generational trip to Disney is at the top of most people’s bucket lists. That is why I have brought the world’s foremost expert on Disney travel, Lou Mon…
 
How’s this for a headline? I’m 62, unemployed, living off my savings, and waiting on Social Security — ‘Can I go fishing for the next 25 years and forget about work? It naturally caught my eye since there was fishing in the title! Today we’ll check out this MarketWatch article and answer the headline’s question as well as explore the additional rec…
 
Is gold about to jump? As our currency keeps getting debased by Fed liquidity, gold is the original safe haven asset. So how much are you buying? If you want to follow gold and precious metals, you need to subscribe to the Gold Newsletter. Full stop. And if you want to read that Barron's article about the upcoming gold rally, click here. Damien Hir…
 
How you manage and spend money can have an enormous impact on the quality of your retirement. On this week's podcast we explore a number of “spending personalities” and the potential impact on retirement. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. …
 
In 2021, we’ve been presented with a unique opportunity to maximize Qualified Charitable Distribution tax benefits! Due to the CARES Act and the COVID Related Tax Relief Act of 2020, this is your last chance to make unlimited contributions from your IRA to charity! In this episode, Laura discusses how this contribution works and what you need to kn…
 
Welcome back to Powering Your Retirement Radio. I am your host Dan Leonard, and I am a PG&E Retirement Specialist. Social Security is one of the most popular and confusing programs around. In Season two of Powering Your Retirement Radio, I will talk about Social Security Fundamentals. In addition, we will cover claiming, spousal benefits, delayed r…
 
We’ve enjoyed very low inflation in recent years but there’s a lot of concern about how much that could change in the immediate future. There’s no question that it’s a legitimate concern and one that you need to be addressing within your retirement plan. As inflation rises, your money loses its buying power which means you likely need to build a bi…
 
Social Security is one of the most complex retirement planning topics. There are multiple ways to file, everyone will receive a different amount, and there is a lot of misinformation out there. Making a mistake can be very costly, which is why Sean will address a few social security considerations on the podcast today. Visit Sean Tole's website: ht…
 
With so many things to worry about as you build your career, do you have trouble living in the moment? On this episode of the Dentist Money™ Show, Ryan and Matt talk about three money matters that can cause your mind to wander. Happiness comes from being fully engaged in your current activities. Ryan and Matt offer their tips on how to prevent fina…
 
Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile market does not necessarily spell disaster. In this week's episode, Miguel Gonzalez shares a few simple tips to red…
 
In this episode, we cover one of the most important things you can do before you retire: Determining where you will generate an income in retirement. You will likely have multiples sources of income in retirement, and we want to ensure that your income will match up with your desired expenses. This episode will cover that by going through our Retir…
 
If you heard last week's retirement news episode, you might have heard that Dave Ramsey prohibits his followers from investing in ETFs. But yet they're perfectly welcome to buy mutual funds. In today's episode I'm breaking down the similarities and differences between the two vehicles to reveal why Dave's advice is asinine. Also, some people will t…
 
Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America." Specifically, I'm sharing: What they are Why successful retirement savers might NOT be racing out to buy them Who they might be a good fit for If you're interested in learning about a safe investment designed to combat inflation, today's episod…
 
What do you think about senior living communities? Would you want to move to one? According to a recent WSJ article, occupancy in senior housing is on the decline despite the fact that baby boomers are aging and more of these communities are springing up all over the country. In the retirement headlines segment, we’ll take a look at the reasons for…
 
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your retirement savings. Things cost a certain price now but could very well raise in the future. How can we prepare for this? Often people think estate planning or…
 
Oh my! We cover a lot today, so light up, take a walk, grab a beer or do whatever you do. Let's learn some shite! Check out https://www.instagram.com/portlandlookslikeshit/ and watch how my city is swirling the bowl... Dig this article on Coinbase versus Blockfi. Get on the waiting list for the Blockfi credit card! Amp up your retirement with crypt…
 
While we don’t focus a lot of our time or conversations on decumulation, it’s definitely a topic we need to discuss. Decumulation in retirement is the approach you take to spend down or withdraw from your savings. In this episode, we’re discussing why it’s important to have a written income plan for decumulation, a few misconceptions you may have a…
 
Retirement and what retirement means has changed over time and as a result you've probably heard “It's not your Father's retirement anymore!” This week we discuss a variety of retirement topics and challenges. As you listen in, think about your own situation and whether or not rethinking a few things may be in order. Glenn is available for in perso…
 
The last thing anyone wants to do in retirement is worry. This time in your life should be stress-free and spent however you’d like, but that can be disrupted if your financial plan hasn’t been thoroughly constructed. So how do you do that? Well, it starts with a good advisor who can help you take the steps to build a comprehensive plan, and that’s…
 
Is buying permanent life insurance a permanent mistake? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life insurance. Agents say there are benefits to support purchasing permanent insurance, but are their points valid? Ryan and Matt explain why mixing insurance and investments in the same financ…
 
ARE YOU READY TO RETIRE: We typically do just about anything we can not touch our retirement investments during our working career. Even bad markets can survive, so long as we continue to have a paycheck to support ourselves. But, taking withdrawals for income, especially during periods of market decline, can dramatically increase the likelihood of…
 
Since expenses are one of the most important factors in determining whether your retirement will last, make sure to tune in so you can be well prepared for some costs that might actually go DOWN in retirement. You can also learn how to lower your tax expense in retirement by picking up my book The Retirement Tax Bomb, available at freeretirementboo…
 
Today I have the honor of interviewing Susan Latremoille. She helps people plan the non-financial aspects of retirement: Physical, mental, social and emotional. This is important stuff and anyone planning their retirement should be thinking about these factors well before they quit their job or exit their business. Susan is a Family Enterprise Advi…
 
Has the Covid pandemic caused you to reevaluate your life and consider early retirement? If so, you are not alone. Now that we are starting to emerge from the pandemic, many Americans have a new 'life is short' mindset. This, coupled with an upswing in investments and home values is leading many affluent Americans in a rush to retire. Check out the…
 
Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Victor is offering his book: Empowering Women in Retirement for FREE to any woman (Sorry men) Just call us at 856-506-8300 and tell us you want it! You can ch…
 
Taxes are an issue that are top of mind for many people right now. We have witnessed the government spend trillions of dollars in order to provide aid during the pandemic and it feels inevitable that taxes will only go up. Sean will discuss why using a Roth IRA might be more advantageous right now and how it compares to a traditional IRA. Visit Sea…
 
We’re all familiar with IRA’s, but have you read any recent news about Peter Thiel accumulating $5 billion in a tax-free Roth IRA? Sounds unrealistic, right? But it’s true. In today’s episode, Laura shares exactly how this happened, what this means for pre-retirees contributing to Roth IRAs, plus she’s sharing a simple “backdoor” strategy for unlim…
 
This is the 8th Episode and the end of Season 1. The first 8 Episodes have been focused on the PG&E 401(k). Today, I will cover the different ways to manage your 401(k) investments. Then we'll discuss your options if you have a 401(k) from a former employer. How you manage your 401(k) can be a frustrating subject. So why is it people struggle with …
 
The data is in: we'll share some noteworthy statistics about the Class of 2021 and their college planning. Find out how COVID-19 affected the college application process, why colleges may be more likely to give tuition discounts now, and much more. Show Notes: Website: https://savinginvestors.com/ Phone Number: 435-655-0508…
 
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask. What we discuss on this episode: 0:42 …
 
The planning methods and your parents used likely won’t get you to where you want to be in retirement today. So much has changed over the past 20-30 years that make it harder on pre-retirees today. Let’s look at how planning has shifted and what you need to be aware of with your finances. Read more and get additional financial resources here: https…
 
Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why. Read more and get additional financial resources here: https://wp.me/paeENs-ca What we discuss on this episode: 7:15 – Taxes 8:54 – Health care 9:54 – Legal 11:13 – Assets and debts 12:55 – Other documents…
 
There are many demands that are placed on your money. Should saving for your children’s future be one of them? On this episode of the Dentist Money™ Show, Ryan and Matt discuss saving strategies for minors. Some dentists choose to save for their kids, others choose not to. No matter what you decide, you need to know the available options so you can…
 
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