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 to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.
A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern retiree, often joined by the top experts in the retirement planning industry. Ask Benjamin a question here: https://retirementstartstodayradio.com/ask-a-question/
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 ...
Retire Smarter
Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
Podcast by B.O.S.S. Retirement Solutions
Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group.
Join me as I discuss retirement issues . Whether you are soon to retire or already retired we can give insight.
Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
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Destination Retirement with Robert Kuhn


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Destination Retirement with Robert Kuhn
Decoding Wall Street
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of a five-step retirement planning system that incorporates three hallmarks of our company: fiduciary, transparency and technology.
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WEALTHSTEADING Podcast investing retirement money stock market & wealth


... a holistic lifestyle to build & preserve wealth
Helping you make smart choices with your money to build the life you love. Weekly episodes divided into three segments: Retirement Update, Tactical Asset Management, and News You Can Use
Financial and retirement planning guidance from Rockford's Barbara Lane & Phil Guske of Pathfinder Wealth Management.
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.
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
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 ...
We help listeners invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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/
The Early Retirement show is dedicated to helping you retire early. Whether you're a few years out from retirement or new in your financial journey and want to learn the tips and strategies to retire early, this is the show for you.
Financial and retirement planning guidance from Steve Hoover of Wealth Partners in Kansas City, MO. On this show, we'll strive to help you worry more about life and less about money by covering multiple financial and retirement planning topics in a quick, fun, and relatable way.
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.
Cortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.
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!
Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard's unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.
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Your Retirement Planning Simplified


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Your Retirement Planning Simplified
Joseph Curry, CFP Professional
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.
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 ...
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 ...
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.
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 ...
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Retirement Talk for Boomers, Seniors, and Retirees


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Retirement Talk for Boomers, Seniors, and Retirees
Del Lowery
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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FedImpact: Candid Insights for Your Federal Retirement


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FedImpact: Candid Insights for Your Federal Retirement
Chris Kowalik
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
Retirement planning might seem complicated and confusing, but the truth is, it doesn't have to be. The Money & Retirement Show with Victor Gray & Colin Hurst seeks to simplify, educate, and entertain those in retirement and those preparing for retirement.
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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Retirement Success Blueprint With Michael Stewart


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Retirement Success Blueprint With Michael Stewart
Michael Stewart
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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FedImpact: Candid Insights for Your Federal Retirement


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How the FERS Supplement is Affected if You Work After Retiring
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Federal retirement expert, Chris Kowalik, gives the simple formula to know if federal retirees might work themselves right out of the Special Retirement Supplement if they have a job after leaving federal service.
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The Retirement Café Podcast


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150 Now’s the time to teach, with Katie Waldegrave
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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 –…
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The Retirement Wisdom Podcast


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Keep the Memories, Lose the Stuff – Matt Paxton
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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…
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Early Retirement


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5 Things I Wish I Knew About Money When I Was Younger
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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…
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Retirement Starts Today Radio


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An Active Retirement Could Cost More Money with Thatcher Taylor, Ep #245
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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…
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A Wiser Retirement


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How Does Healthcare Work in Retirement?
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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…
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Retirement Tax Services Podcast


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Tales from Tax Season - Withholdings and Losses, Ep. 87
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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…
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Retirement Solutions Radio


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Tax Preparation vs. Tax Planning and How it Could Save You a Fortune in Retirement
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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…
Of course we do eat to live but many of us find that living to eat certainly has attraction. We do this for no other reason than enjoyment. It is hard to find fault. We just have to remember to control the quantity.Oleh Del Lowery
In this episode of Retirement Unlimited, Randy dives into “Leaving Retirement Benefits in Trust for Minor Children” in the Retirement Update. Next, Randy reviews “Inflation Deflates Asset Prices” in Tactical Asset Management. Enjoy!Oleh Randy Barkley
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The Retirement and IRA Show


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Social Security, Rollovers, Taxes, and FERS: Q&A #2221
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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…
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Sound Retirement Radio


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381 Stop Worrying About Stock Market Volatility. It's Not Worth It.
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Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement PlanningOleh Jason Parker
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The Retirement Roadmap Podcast

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What’s Lurking In Your Financial Blind Spots?
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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…
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The Retirement Risk Show

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Curbing the Concerns of Cryptocurrency
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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…
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Retirement Plan Playbook


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What To Expect When Working with RPA Wealth Management (Ep.67)
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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…
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Cortburg Speaks Retirement


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Beginner's Guide to Investing after Retirement
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In this week's audio podcast, Miguel Gonzalez shares the basics for beginners interested in investing after retirement.Oleh Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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Your Retirement Planning Simplified


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Ep #14: Dynamic Withdrawal Strategies
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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 …
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The Retirement Pilot

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What To Do As You Count Down The Days To Retirement
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We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207Oleh Steve Hoover
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…
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Retirement Ready


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A Perfect Match: Tennis and Retirement Planning
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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…
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The Holistic Retirement Podcast


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10 Things To Consider When Preparing For Retirement
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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…
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Perfect Game Retirement


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Ep 57: Reasons You Should Get Life Insurance
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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 …
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The Retirement Cafe


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Ep 51: Interest Rates, Inflation, and Your Investment Strategy
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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/…
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Retirement Clarity Radio


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AVOID THIS when hiring a Financial Advisor, Ep #73
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If you are looking to hire an advisor, this episode is a must listen so that you can avoid a big mistake with your investments that could come back to haunt you.
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Retirement Revealed


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6 Simple Tips to Save Money and Pay Down Debt
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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…
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Retirement Answer Man


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Functional Health to Rock Retirement: Finding the Right Nutrition Plan
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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…
As we continue our discussions around tax savings, some have asked me how to pass their assets to their loved ones so they get the most benefits. In this episode, I give you a high level review of wills and trusts. As stated, please see legal advise for best position.Oleh Andrew Barrett
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Destination Retirement with Robert Kuhn


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WLS - May 14 2022 - The Power of Cash in Down Markets!
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Oleh Decoding Wall Street
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WEALTHSTEADING Podcast investing retirement money stock market & wealth


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Stock Market Selloff…Rants, Digressions, Explanations & Portfolio Adjustments 220514
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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
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Retirement 360


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Making Sense of Taxes - May 14, 2022
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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…
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The Truth About Taxes and Retirement


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Good News about Keeping Cash Safe, Available, and Growing (Ep. 43)
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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 …
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Retirement Renegade Podcast


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RRP004: Consider Dividends for Retirement Income
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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…
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Retirement Plain & Simple


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Ep 33: The Most Important Birthdays in Retirement Planning
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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…
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Stay Wealthy Retirement Show


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Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!)
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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 …
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Retirement Radio


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Episode 68 - Must-Know Tax Strategies for Retirees
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55:58
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…
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The Retirement Trainer


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068: Will Inflation Lead to a Recession? (Part 2)
17:59
17:59
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17:59
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…