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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. ...
 
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 ...
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
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 ...
 
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.
 
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 ...
 
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.
 
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.
 
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.
 
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 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 ...
 
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 ...
 
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
 
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.
 
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show series
 
Episode 339: My mantra hasn’t changed…buy the dip. In this episode I’ll discuss positive harbingers for the stock market, including how hotel stocks like Hilton and Marriott are outperforming the general stock market.------------------------------------------------------Oleh John Pugliano
 
The average interest rate for savings accounts is 0.06%. National home prices just reported their highest one-year gain in history. The U.S. stock market is up ~700% since March 2009. When everything seems risky and overbought, what do retirement savers do? How do you earn a healthy 7-8% return over the next 10-20 years? I break it all down in this…
 
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…
 
In this episode Chris Hammond discusses: Two different ways to retire, comparing the life path of Bob Barker (host of The Price is Right) to Alex Trebek (the late host of Jeopardy). A different way to approach the decision of when to start receiving your Social Security benefits And an interesting look at Chapter 2 of Fritz Gilbert's book "Keys To …
 
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerfu…
 
Achieving the financial security to retire is a big milestone. But you’re not done. There’s inner work to be done to move into this next phase of life. Retired psychotherapist and bestselling author Connie Zweig joins our retirement podcast to discuss her new book The Inner Work of Age: Shifting from Role to Soul – and her insights on how reflectio…
 
In this episode of Women's Retirement Radio, I'm joined by Adam Kol, The Couples Financial Coach. Adam is known as The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to peace of mind, clarity, & teamwork. He's also a Certified Mediator as well as a former attorney, and he has his own podcast (linked below) For mor…
 
President Biden is pushing for trillions more in spending and his supporters in Congress are considering several options to pay for this spending plan. One option is a "death tax" where your family would pay a tax for what they inherit from you after you die. Damon Roberts details some steps to protect your family from Uncle Sam when you are gone. …
 
The annual Social Security beneficiary report was recently released and just like every other year that they release it, it has caused people to worry about their future. Social Security is a crucial, foundational element of most retirement income plans, so when you read headlines that it will run out soon how should you react? Should you go about …
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about electric car stocks, Door Dash, Teladoc price predictions and more. MarathonMoneyPlus.com…
 
Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming Social Security benefits can postpone their benefit to age 70 while claiming a survivor benefit. (14:00) Georgette asks about w…
 
This week on Rock on Retirement, Coach Pete along with Chuck Kaiton and Thomas Lipscomb discuss inflation and what it could do to us in the future; how to identify retirement pitfalls; do's and don'ts when it comes to retirement planning; decumulation; Steve Sedahl has another "Brokers Behaving Badly" and Dave Perkins takes a look back at 1981 with…
 
This week's retirement reading is Forbes, titled What The New Outlook For Social Security Means For You. 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/238. Show Notes: RetireWithPurpose.com/238 Rate & Review the Podcast: RetireWithPurpose.com/review…
 
This week Brian talks through his experience in the industry and what you should know when deciding on an advisor. We explain the importance of working with fiduciary and hearing a first hand account of what it was like to be on the other side. In this episode, you will learn about 3 things to ask an advisor to see if they are going to act as your …
 
There's certainly not a lack of financial information in today's world! Ways to acquire financial knowledge include any number of learning experiences. This week we delve into this topic and look to help our listeners find personal insights and perhaps discover additional ways to learn new financial lessons. Glenn is available for in person and Zoo…
 
Are you the person in your family that stays away from financial planning? Do numbers and financial jargon put you to sleep? If so, this is the right retirement planning series for you. This episode is the third in the Retirement Planning for Non-Planners series. In this series, I explain what you need to know without all the financial lingo so tha…
 
We have discussed the use of precious metals on the podcast, but today we discuss a different category in the world of metals. Metals such as lithium and cobalt are needed to make various products and we might see a rise in demand for these types of metals in the near future. Richard will discuss the top 3 reasons why it might be a good idea to inv…
 
Life Insurance can be used as a versatile tool in your retirement plan. It does require proper planning ahead of time in order to utilize some of these different strategies. Sean will discuss these strategies and when it might be a good idea to incorporate them into your plan. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:…
 
Today we are going to consider three red flags to watch out for in your retirement plan. There is a lot to keep track of when it comes to our finances so let's highlight three areas of importance. How often should we meet with our advisors? Is my retirement plan adaptable? We don't know what will happen in the future, but if we keep an eye out for …
 
What should you know about a traditional IRA vs. a Roth IRA? Today we will talk about the differences in these accounts and why they matter for your financial plan. Read more and get additional financial information: https://mercurioadvisors.com/podcast/ep-11-traditional-ira-or-roth-ira/ What we discuss: 1:06 - What’s the difference between a tradi…
 
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
We all want to get to the easy improvements, especially ones that can make a big impact. On today’s show, we talk about easy financial changes you can make to improve your situation. Have you done any of these already? Read more and get additional financial information: https://petersonfg.com/easy-financial-improvements-to-make/ Key Points: 1:01 - …
 
Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson. Read more and get additional financial resources here: https://wp.me/paeENs-cA What we discuss o…
 
Inflation has an important, and often hidden, impact on your retirement plans. If you don't plan for it, it could seriously impact your lifestyle in retirement, especially in your 70s, 80s, and 90s. In today's episode, we talk about what inflation is, what the average has been historically, and why it's been so high recently.…
 
On today’s episode of the Secure Retirement Podcast, I sit down with Steve Gordon for part two of our conversation. Steve and I discuss how I kept both my business and my personal life moving forward from rehab, when complications occurred during my recovery that kept me mostly isolated for 49 days. How’d I do it? Listen as I share the mindset tool…
 
We all know that we should be saving for our future. But we all make mistakes. We all create bad habits, whether it is grabbing that coffee on the way to work or splashing out on the gadget that you don’t really need. Or we got sucked into a sales pitch while browsing in the shop. Anne Caborn believes that understanding why we make the financial de…
 
Hello and welcome back to Powering Your Retirement Radio. I am Dan Leonard, your host and I am a PG&E Retirement Specialist. This week, we will talk about the Social Security clawback, which happens when you earn money and draw Social Security benefits before Full Retirement Age. What is a PG&E Retirement Specialist? I receive a question, “What is …
 
Today we’re sharing some potential red flags you should be aware of in your finances. How would you answer these questions? Can you name all of the investments in your portfolio? It’s not a red flag if you can’t name them all, but you should know generally what you own. If you can name them all, you might not be very well diversified. If you don’t …
 
We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for…
 
It’s easy to become overly confident with your retirement plan. You've been working on it for many years! But there are gaps in nearly every financial plan that can blindside us if we’re not careful. On today's episode, Nancy goes in-depth on some of the common gaps she sees in planning for retirement and how we can address them now. We know that g…
 
As you transition into retirement, your monthly spending changes significantly, especially your discretionary expenses. So, how do you account for your expenses and ensure they are taken care of? In this episode, Matt helps you figure out your basic retirement expenses so you can become financially confident in your spending habits and live your dr…
 
Historically, many Americans have planned to rely on Social Security to get them through retirement. But what happens if Social Security isn’t enough to help you secure the retirement you want and know you deserve? In this episode, J. Barry Watts discusses some of those tough questions about Social Security, and helps you to understand how you can …
 
What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of. Read more and get additional financial resources here: https://wp.me/paeqsR-dc What we discuss on this episode: 0:40 - What are Sean’s Labor Day pla…
 
Dennis Simmons, Executive Director of the Committee on the Investment of Employee Benefit Assets (CIEBA), discusses key issues of focus for today’s retirement plan sponsors. Chief Investment Officers (CIOs) are keenly focused on the investment performance of their defined benefit (DB) and defined contribution (DC) retirement plans and working in th…
 
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