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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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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 ...
 
Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Ev ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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 ...
 
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 ...
 
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.
 
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/
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith, Brad Lyons CFP® and Matthews Barnett CFP®, ChFC®, CLU® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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. Through Retirement Planning education, resources, an ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
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 ...
 
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 ...
 
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Secure Your Retirement

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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
 
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 ...
 
Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement.
 
Retirement Renegade Podcast provides education and information every Wednesday on topics to help build your retirement security in the global economy. Reject the "conventional wisdom" about how to live out the "golden years." GenXers, Millennials, and GenZers should look for a comfortable retirement abroad. Let's start our journey together to retirement security with a Spanish accent! Learn more at: retirementrenegadeblog.com
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
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Katie Waldegrave MBE is co-founder of Now Teach, an organisation aiming to encourage more experienced people into teaching. She met ex-finance journalist, Lucy Kellaway six years ago who was considering shifting career to become a teacher. Given life is getting longer and our career patterns are changing, many people no longer expect – or want to –…
 
What’s cluttering your life? If you’re thinking about moving, downsizing, aging in place, or simply better organizing your life, decluttering can seem like an overwhelming task. Matt Paxton has developed a step-by-step process to get it done – and deal with the emotional aspects that may be holding you back. Matt Paxton joins us from Atlanta. _____…
 
Damon Roberts and Matt Deaton discuss he CPI dropping by two-tenths of a point in April and if it's a good sign inflation is on the way down or insignificant to our bottom line. Plus, this being an election year, will it have an impact on the markets? Finally, with the market volatile, even with a properly built portfolio, can we can still have a s…
 
Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) I…
 
Are you planning on enjoying an active retirement? If so, it may cost you more than you think. On this episode of Retirement Starts Today, I interview Thatcher Taylor, the financial advisor behind ProPathFinancial.com. Thatcher and I discuss how to prepare financially and mentally for an active retirement. Outline of This Episode [1:42] How to navi…
 
Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about different healthcare options in retirement. They also talk about ways to qualify for Medicare early, the Affordable Care Act, and why it’s i…
 
Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the am…
 
Why would cash be able to beat other types of investments? When dealing with a volatile market like we’re currently experiencing, cash can become an important asset class. Going to cash means selling investments and putting the money on temporary hold as you evaluate the markets. It’s basically a movement to a safety method as you evaluate the mark…
 
Did you know, you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning strategies now … you could save hundreds of thousands of dollars. Don’t miss a special edition of Retirement Solutions Radio, "The Difference Between Tax Preparation…
 
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include addition…
 
Are you building your financial future on misconceptions? Let' face it, you simply don't know what you don't know! This week we explore and discuss a variety of often misunderstood retirement issues that could be hidden in your blind spots. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply g…
 
Well, the sell of continues. When will the doom and gloom end? That is the question of the day. Welcome back to Powering Your Retirement Radio. More than 10 trillion of paper wealth has been lost since the beginning of 2022. The NASDAQ and Russell 2000 have reached Bear Market levels. The S&P 500 is approaching and may actually get there before thi…
 
Have you considered cryptocurrency as an option for your retirement investments? This week Dave Hall brings on cryptocurrency expert and founder of WTF! Crypto Training Thomas Walsh to discuss how crypto could help diversify your retirement assets. Listen in as they cover the crypto cycles, types, the risks associated, and how you can reduce them t…
 
No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different. What are your unique financial goals? In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and n…
 
There are many uncertainties that make calculating retirement spending an educated guess at best - many of which we have covered in previous episodes. You want the flexibility to spend as much as you need in retirement, while also feeling secure enough in your funds that you know you won’t run out of money halfway through your golden years. So, in …
 
What do you need to know about required minimum distributions? Are they inevitable or is there something you can do about them? What we discuss in this episode: 0:29 - Troy and Alan are back together! 1:28 - Do you know what RMDs are? 4:16 - RMD age changed to 72. 9:43 - Can you avoid taking RMDs? 14:38 - What do you do if you don’t need the RMD? G…
 
Medicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic. TIMESTAMPS: 0:33 – Meet Julie Kovacevich 1:58 – How to qualify 3:15 – Parts A, B and D 4:52 – Deductions 6:59 – Medicare plans…
 
Ready to ace your retirement plans? Let’s talk tennis and see how much it relates to your financial plans on today’s show. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:47 - Eric reminisces about playing tennis back in the day. 1:49 - The court is different f…
 
Preparing for retirement can be intimidating and most people are not quite sure where to start. So we made a list of the top 10 items to consider when you are preparing for this next phase of life. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996…
 
The stock market has been on the decline. But is this normal, or is this time different? How should we handle the drop? We’ll share what advice we give clients and how you can handle the ups and downs with confidence. Read more and get additional financial resources here: http://listentoscott.com What we discuss in this episode: 2:00 – Why is the m…
 
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once …
 
Welcome to the Retirement Café. There is a lot going on in the world right now. The Federal Reserve just raised rates for the first time since 2018. Inflation is at the highest level in years and the conflict between the Ukraine and Russia have created uncertainty. Today we are going to talk a little bit about each of these areas and what these inf…
 
Inflation is up. Supply chain issues continue. The market is down. Military conflicts continue. Pretty much anywhere you look you'll find unsettling news. Is it finally time to panic? Let Barbara and Phil ease your nerves and tell you why this time is like all the others. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/…
 
Check out Jeremy’s latest podcast on managing your debt by listening on “Apple Podcasts” or “Google Podcasts” or read below for 6 Simple Tips to Save Money and Pay Down Debt. #85 – Whether you’re a 20-year-old college student or a 70-year-old retiree, financial debt is something that can hold back people of all ages. It’s important to manage your d…
 
All this month we have been discussing functional health so that you can ensure your body works well enough to rock retirement. Last week we learned how finding the right exercise plan can help you stay strong enough to do all the things that you want to do when you retire. Today, we learn about the opposite side of the functional health coin: nutr…
 
Episode 373: The Stock Market has been selling off for 6 weeks...here's what I'm doing.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------Oleh John Pugliano
 
The IRS tax code consists of over 70,000 pages - and it changes regularly. And they leave it up to you to make sure the return you send them annually is correct. Today Alan talks taxes and how important it is to not only get things right this year, but also how tax planning for the future can potentially save you hundreds of dollars or more that yo…
 
Your cash accounts should be secure, liquid, and protected. Even during times of uncertainty. This account may sound too good to be true. But, we promise you it’s not. It’s actually only a phone call away. In this episode, J Barry Watts addresses the uncertainty swarming the market and the account he recommends to combat it, ensuring your money is …
 
The following program is brought about by Trivette Enterprises. This information is education not financial advice. Consult a financial adviser before investing. Lead In Comment: Your Retirement Big Story today: Pay attention to dividends for retirement income before and during your “golden years” and your Spanish lesson Mi profesión es… Let’s go! …
 
Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to maximize your satisfaction and fulfillment. For more information and references on material discussed, se…
 
The older you get, the less you pay attention to the number beside your age, but there are actually quite a few things to look forward to in your 50s, 60s, and 70s. As you reach certain milestone ages, you have a planning opportunities open up and decisions that need to be made. You might be aware of a few of the ages we’ll discuss on this show and…
 
Today I’m sharing details about a (new) popular financial scam. To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself. (Hint: your "complex" password may not be as secure as you think. 😲) If you want to learn about this sophisticated financial scam + tips for protecting your family, this episode is for you. Want to learn …
 
On this week's show, Brian is joined by one of our planners, Neil Fenning, and they're talking tax strategies for retirees. Neil is one of our tax experts. They're going to cover tax saving vehicles and strategies, like a "back-door Roth", and what you can do now while taxes are near all-time lows. You'll also hear about how to use strategies and t…
 
Rampant inflation seems like it’s here to stay for at least a while longer. Everyone’s feeling it at the grocery store, the gas pump, and seemingly everywhere else. In part one of this two-part series, we’ll discuss why it’s happening and dive into how to make sure your retirement plan can sustain your lifestyle, even if costs continue to go up. We…
 
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