Podcast by Retirement Lifestyle Advocates
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Discover stories from real people who are living out their definition of a secure retirement.
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Investment ideas and strategies for those in or near retirement. Stocks, Bonds, money market funds, Treasury Inflation-Protected securities, TIPs, life insurance, 401k, IRA, Roth IRA, Pensions, social security all covered.
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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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 ...
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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.
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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.
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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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 ...
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... a holistic lifestyle to build & preserve wealth
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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Retire Smarter
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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.
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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 ...
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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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.
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A top retirement podcast and longevity planning podcast. Dr. Dorian Mintzer, M.S.W., Ph.D., Board Certified Coach, and Certified Professional Retirement Coach, guides you on how to revolutionize all aspects of your retirement transition. This podcast will teach you how to retire with joy and confidence, ready to live the fullest in the second half of your life. In this podcast, Dr. Mintzer interviews a wide variety of experts in various areas of retirement and longevity planning, spanning th ...
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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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.
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
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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 ...
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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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.
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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 ...
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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 ...
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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.
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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 ...
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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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.
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
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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.
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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.
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The Retirement House Podcast is hosted by a group of six senior citizens that have become a viral sensation across social media. The group is made of working actors that never gave up on their dreams and became breakout stars in their 70s and 80s - through TikTok nonetheless. They’ve become a group of best friends full of life, laughs, and roasts. This is not an ordinary podcast, and this is not an ordinary group of seniors!
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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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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 ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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Looking for the best retirement podcast to help you retire with confidence? The Atomic Retirement Podcast breaks down the complex world of retirement and tax planning into clear, actionable strategies. Hosted by Ryan Kilkenny, a Marine Corps veteran, financial planner, and founder of Atomic Planning, this podcast is designed for those 50 and older who want to maximize their savings, reduce taxes, and create a reliable retirement income. Each episode covers topics like: ✅ When to claim Social ...
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Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
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1:20:45Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified. (21:30) A listener asks for guidance on which a…
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Behaving Your Way to a Better Retirement with Greg Davies
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1:04:33This is episode 75! And I’m thrilled to introduce my guest today. He is a true pioneer in the field of behavioural finance, Dr. Greg Davies. Greg is the Head of Behavioural Finance at Oxford Risk and has spent his career shaping how we understand investor psychology, financial decision-making, and the emotional complexities that come with managing …
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Inbox Question | Tax Treatment of Special Needs Trusts: What You Need to Know
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9:36This week, we’re diving into a question about the tax treatment of Special Needs Trusts. There are two types—First-Party and Third-Party trusts—but how does each one affect taxes? We’ll break down key differences in taxation, who reports the income, and what trustees need to consider when filing returns. If you or a loved one rely on a Special Need…
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How To Plan For Big One-Time Expenses Before You Retire
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18:06This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security. • The impact of one-time expenses on portfolio sustainability • An…
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Root Talks: How Do Smart Retirees Handle Big One-Time Expenses?
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18:58Root Collective member Gary asks how to fund a $40K home remodel before retiring—should he use a taxable brokerage account, tax-deferred 401(k), Roth IRA, or cash? Ari and I break down how to handle big one-off expenses into a three-part framework: Portfolio Sustainability – Can your investments handle both recurring and one-time expenses? Investme…
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For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. In this show, we discuss the benefits of taking on side gigs during retirement and explore five practical ideas that can help retirees stay engaged and financially secure. Here’s what we discuss in t…
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Mailbag – Upsizing, Financial Advisors & Business Owner Planning
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13:32Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career. Whether you're a grandparent considering a new home or a professional seeking a career change, this episode will hopefully cover something that might impact …
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Retirement Lessons from Andy Reid: Championship-Worthy Financial Strategies
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15:06The Super Bowl may be over, but there’s still a lot to learn from one of the best coaches in the game, Andy Reid. Whether you’re planning the perfect play on the field or preparing for retirement, success comes down to strategy, discipline, and knowing when to adjust. Today, we’re breaking down some of Coach Reid’s best quotes and how they apply to…
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Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy
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17:14We dive into the essential topic of pension types for Canadian employees, covering defined benefit pensions, defined contribution pensions, and group RRSPs. We explain how each works, their pros and cons, and how they fit into a comprehensive retirement income plan. Whether you're planning for retirement or optimizing your benefits, this episode pr…
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Morningstar recently published its annual "State of Retirement Income" research report. This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯 In this episode, you'll learn: ► How researchers arrive at different recommended withdrawal rates ► Why popular withdrawal strategies are (likely) too conservative ► 3 pr…
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What Do Proposed Tariffs Mean For Your Portfolio?
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26:05The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs. Show Notes & Info:…
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Preparing for Life After a Career Change
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16:22It’s been a tumultuous start to 2025 in the job market as layoffs are happening across a number of different sectors. No matter how you feel about the state of things, it’s important to take the necessary steps to prepare if you’re worried about that possibility. We’re going to pull insights from the book Upgrade Your Path by Melissa Ceballos, PHR,…
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#141 - Determining how much Roth conversion to do in a given year
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52:27Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or "goals" are commonly used in determining how much conversion to do. Links in this episode: DinkyTown 1040 onli…
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Cheap Oil & Low Interest Rates trump Trump’s CHAOS 250305
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23:40Episode 465: The stock market has been driven lower because of extremely negative investor sentiment. But I think the reality is a much stronger economy. The trauma is self inflicted by President Trump. But like a magician creating an illusion to distract the audience, Trump uses chaos to advance his agenda. Sign up for free ALERTs & Market Comment…
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How to Teach Your Grandchildren About Money with Jamie Bosse
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21:14Children’s book author and CERTIFIED FINANCIAL PLANNER® Jamie Bosse explains how to teach your grandchildren about money. When it comes to teaching kids about money, we often struggle to find the right words, the right methods, and the right time to start. But what if I told you that a cartoon dog could help? In this episode of Retirement Revealed,…
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The latest report on how long a million dollars will last in retirement.
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53:58In this episode, Grant and Bill discuss the latest report on how long a million dollars will last in retirement, revealing your will before you even sign it, tips for an all-weather tax plan, and the most popular age to claim Social Security benefits.Oleh Grant Dorhout
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Today is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios. Thanks for listen…
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6 Financial Goals to Reach By Age 60
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23:35If you can have these 6 things figured out by the time you are 60, your retirement will be that much more successful and enjoyable. 👉 Book a call with me: https://www.rivertreewealth.com/get-started Submit your question here: https://www.rivertreewealth.com/ask-a-question ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your q…
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Navigating Economic Uncertainty in Retirement
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18:40In this episode of Your Retirement Radio, Kevin Madden discusses the current economic landscape, the importance of having a sound retirement plan, and the intricacies of Social Security benefits. He emphasizes the need for income generation in retirement and the risks associated with market volatility. The conversation also touches on the evolution…
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Rethinking Retirement: A New Perspective
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18:48This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional retirement ages and the importance of financial preparedness. They explore the implications of longevity, the necessity of maximizing 401(k) contributions, and the diverse paths…
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How the Three Stages of Your Financial Life Can Drive Your Retirement
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8:22How the Three Stages of Your Financial Life Can Drive Your Retirement Did you know there are three stages to your financial life? They are called accumulation, preservation and distribution. The first two – saving and safeguarding money – feed into the third, which funds your retirement. In this episode of Countdown to Retirement, Gregg MacInnis ex…
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Build Your Resilience to Bounce Forward with Dorian Mintzer and Eileen Caroscio
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1:03:20Send us a text Change happens! Are you ready for what may appear on your horizon in midlife and beyond? Eileen Caroscio will present 3 key strategic ways to navigate those changes and bounce forward from the book, Midlife New Life: Living Consciously in Midlife and Beyond. Eileen's father died suddenly when she was a teenager. This made her realize…
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Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.PatrickMcNally.com Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_Mc…
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Discovering New Passions in Retirement Insights from Becky Blue's Book
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35:18In this episode of the "Rock Your Retirement" podcast, host Kathe Kline and guest host Barbara welcome Rebecca (Becky) Blue as a special guest. Rebecca, an accomplished author and retired nurse, discusses her journey of writing a book during the pandemic. The book reflects on aging and explores the possibilities for what she refers to as the "third…
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Tiny Experiments – Anne-Laure Le Cunff
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26:09Can an experimental mindset help you navigate your transition to retirement? Anne-Laure Le Cunff, author of the new book Tiny Experiments, discusses how to become a scientist of your own life and unlock new habits, interests, and behaviors for your next phase of life. Anne-Laure Le Cunff joins us from Austin. ________________ Bio Anne-Laure Le Cunf…
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Why I said NO to financial advisors! with Chad Huebsch
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30:39In this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors …
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Grandparents on Figuring Out Confidence in Life l EP 2
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45:16Join us as we dive into the question: What does it really mean to be confident? From a lifetime of experiences, we share our thoughts on self-assurance, overcoming doubt, and how confidence evolves with age. We explore how true confidence is built over time. Whether you’re still figuring it out or just curious about the wisdom that comes with age, …
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Live WBCM Show - Investing With Purpose
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54:30Send us a textOleh Akers Financial Group
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036: Planning for the Future of Taxes & Timeless Advice
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52:00In this episode of the "Own Your Retirement Show," hosts Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, delve into the intricacies of retirement planning and the impact of taxation. Josh shares personal anecdotes about family trips and sledding adventures, highlighting the importance of creating lasting memories. They discuss the …
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35. Collecting Over $2 Million in Social Security Benefits (And How to Calculate Yours)
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13:00Most retirees don’t realize just how valuable Social Security can be—or how much strategy goes into maximizing those benefits. In this episode, we break down a real-life case study of a couple I work with, let's call them James and Elizabeth. Thanks to a smart claiming strategy, they’re projected to collect over $2.4 million in lifetime Social Secu…
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What Are Tariffs, and Will They Affect Me?
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18:35Are tariffs about to hit your wallet and your investment portfolio? In this episode of Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly what tariffs are, how they work, and most importantly—what they mean for your retirement savings and day-to-day expenses. From the latest moves by the U.S., China, Canada, and Mexico to expert opinions…
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Understanding The Basics of Funeral Insurance
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20:42Ready to tackle a topic many avoid but everyone needs to understand? In this episode of Talking Retirement, we sit down with funeral insurance expert Jo Gallo to demystify this essential part of end-of-life planning. Jo breaks down the fundamentals of funeral insurance, explains how policies work, discusses average costs, and shares valuable insigh…
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Tariff Talk: How Global Trade Impacts Your Retirement
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24:24This episode dives deep into the current economic climate, focusing on how tariffs can affect the retirement landscape. We explore actionable steps to help secure your financial future amid rising costs and market volatility. - Understanding tariffs and their implications on consumer prices - Historical context of tariffs versus the modern tax syst…
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Can You Inflation Proof Your Retirement?
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7:26Mike Riedmiller explores the implications of tariffs on inflation, the importance of retirement savings planning in the face of inflation, the evolution and challenges of the 401k system, and the critical need for financial literacy in retirement planning. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.s…
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The Nervous Economy – What’s Driving Market Uncertainty in 2025? (Ep.118)
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34:59In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk break down the biggest financial concerns shaping 2025. With economic shifts, political changes, and market volatility, investors are growing increasingly nervous—so what does it all mean for your portfolio and retirement plan? 🔍 Here’s what we cover: 📉 Stock marke…
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Hedge Fund Strategy You Can Use To Buy Stocks at a Huge Discount
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7:20Buying a public utility stock as it emerges from Bankruptcy can yield large gains while taking minimal risk. When stocks emerge from bankruptcy most institutional buyers, with the exception of hedge funds, cannot buy the security until it has been relisted to the NYSE or Nasdaq and has been added to the relevant index. This presents an opportunity …
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Retirement Taxes Explained: How to Pay Less and Keep More of Your Savings!
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6:28Understanding how your retirement income is taxed can help you avoid costly surprises and keep more of your hard-earned money. In this episode, Certified Retirement Counselor (CRC) Miguel Gonzalez breaks down tax strategies for 401(k)s, IRAs, Roth accounts, and Social Security. Cortburg Retirement Advisors is a boutique financial planning firm comm…
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Plan for Life Surprises: Retirement Strategies Unveiled
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25:56Retirement is a time for relaxation and enjoyment, but what happens when life's unexpected events disrupt your plans? In this episode, April Schoen guides you through crucial strategies to financially prepare for unexpected retirement events. In this episode, you’ll discover: The real-life impact of health-related surprises and how to plan for them…
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Tax efficiency is crucial for retirement income
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21:02John Blanchard discusses various aspects of retirement planning, focusing on market fluctuations, Roth conversions, and the importance of a holistic approach to financial management. They emphasize the need for tailored strategies to navigate taxes and wealth management effectively, ensuring listeners are well-prepared for their retirement years. L…
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448 How To Set Up A Foundation And Endowment For Your Christian School
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55:06In 2019, two pastors from my church approached me with a request: would I be willing to create a foundation or endowment to raise money for the Christian school our church operates? Without hesitation, I said yes. Both of my children had attended the school, and it had a profound impact on our family. While I had experience serving on nonprofit boa…
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What to Look For in 2025 - February 23, 2025
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52:03Alan and Troy take a look ahead at what to expect for the bulk of this year, including what could happen with taxes, inflation and Social Security. Then they revisit how to craft a legacy plan specific to your family's needs and goals on passing things to the next generation.Oleh Alan Mercurio
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2025-02-23 Retirement Lifestyle Advocates Radio w/ Karl Denninger
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43:23Dennis Tubbergen hosts Karl Denninger on RLA Radio to discuss government inefficiency and fraud, particularly within the Department of Government Efficiency (DOGE). Denninger highlights long-standing issues with social security number fraud, improper payments, and systemic malfeasance in government spending. He emphasizes the significant impact of …
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The Money Questions Every Couple Needs To Discuss This Valentine’s Season
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18:45Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we're looking at the questio…
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Is Your Financial Judgement Impaired?
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19:24On this episode, we draw some analogies from impaired and distracted driving to potentially similar compromised judgement when it comes to finances. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get o…
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102: Dr. Marc Faber on Inflation, Global Instability and the Risks of Tariffs & Trade Wars
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38:52Economic uncertainty, inflation, global instability, and tariffs are heavily weighing on the minds of investors. Which begs the question: How will rising debt, geopolitical tensions, and new monetary policies shape the future? Here to help provide some answers to these challenging questions is Dr. Marc Faber. Dr. Faber is a legendary investor, econ…
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Conversation depends on sharing some experiences that two or more people can discuss. Retirement presents a different problem. We don't see the same people every day. We don't have common goals. We tend to become isolatos in our own houses.Oleh Del Lowery
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Power of Balance - No Compromise Retirement
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54:17The 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 strat…
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