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Retirement Answer Man

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

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
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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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Ready For Retirement

James Conole, CFP®

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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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Big Picture Retirement

Devin Carroll and John Ross

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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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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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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 ...
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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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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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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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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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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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Talking Retirement

NJ Life And Health

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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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Planning for retirement can be overwhelming and stressful without knowing where to start or who to trust. We are here to help bridge the gap between you and the world of financial advisors that want to help, starting with the knowledge you need to make an educated decision when choosing the right one.
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Retirement Starts Today

Benjamin Brandt CFP®, RICP®

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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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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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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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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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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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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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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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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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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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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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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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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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Success in the New Retirement

Damon Roberts, Matt Deaton

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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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Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement

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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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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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Financial Symmetry: Balancing Today with Retirement

Chad Smith, CFP® and Mike Eklund, CFP®

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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

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On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivationa ...
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Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We’re talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we’ll be talking about is to highlight the ...
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Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial aspects of retirement here, your money clearly matters. With a new year around the corner we check back in with economist Larry Kotlikoff, author of Money M…
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Originally aired February 2024: There are two ways to mess up retirement: run out of money or die with regret. Oftentimes, people in the retirement space only focus on the running out of money part. In an effort to help you live an even better retirement, today’s retirement headline discusses the regret part. Join me to learn five expenses that ret…
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In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the a…
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In this episode of 'Investing for the Long Term' Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge. Claire discusses 1spatial's innovative solutions in location data management, her career journey, and the unique challenges and opport…
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Jim and Chris discuss listener and forum questions relating to Social Security benefits, IRMAA, RMDs, annuities, and beneficiaries. Chris kicked off the episode with a bold dare, promising listeners the “best show of the year” since it’s the last one for 2024. Jim took the challenge seriously, turning it into a record-breaking two-hour extravaganza…
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In this week's holiday episode, Miguel Gonzalez, Certified Retirement Counselor, shares 6 effective strategies to make the most of your charitable contributions while saving on taxes. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement.…
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James and Ari discuss diversification and the nuances of managing investments. A client plans to split his funds across multiple institutions, like Schwab and Vanguard, believing it will improve diversification, but true diversification isn’t about holding accounts at different places but ensuring varied asset allocation. Using examples, James and …
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Retirement is often seen as the golden phase of life, a time to sit back, relax, and enjoy the fruits of your labor. However, did you know that psychologists rank retirement as the 10th most stressful event you can experience? In this episode, Eric discusses why this phase can be so daunting and offers strategies to ease the transition. Here’s some…
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Join us as we explore the evolving benchmarks for retirement savings, the importance of proper planning over mere goal-setting, and the role of charitable contributions in financial strategies. We’ll break it all down and explore what these new numbers mean for your financial future. Here’s what we discuss in this episode: 0:00 - Intro 1:28 – Is th…
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In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and under…
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Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 ) Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 ) What's the difference between a "rollover" and "traditional" IRA ( 20:54 ) How much of your net worth…
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In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine address spending in retirement, and whether or not you should be adjusting that spending to keep on track with your retirement goals.Oleh The Great Retirement Debate with Ed Slott & Jeffrey Levine
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Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success Is there a sweet spot in leaving wealth to the next generation? In this week’s episode of Retirement Revealed I had the pleasure of speaking with Mark Shiller, a lawyer, author and estate planning expert with nearly 30 years of experi…
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In this special Christmas Day episode, we explore the art of reflection as we approach the end of 2024. Join us as we dive into Tanya Nichols' year-end reflection protocol and challenge ourselves to look back on our successes, failures, and lessons learned. We'll also answer listener questions on topics ranging from Roth contributions to mortgage s…
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Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0. Key Topics Discussed: IRA and Roth IRA contribution …
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There are plenty of mistakes that can be made when planning for retirement, so I want to warn you about 8 common mistakes that I see. We will talk about the importance of knowing your true spending number, understanding the impact of inflation on retirement spending, balancing investment strategies, planning for taxes, timing Social Security, evalu…
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In this episode, Damon Roberts and Matt Deaton discuss the potential economic landscape of 2025, focusing on the possibility of a recession and its implications for retirement planning. They emphasize the importance of having a comprehensive retirement strategy that accounts for market volatility and personal financial goals. The conversation also …
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Mike Riedmiller breaks down longevity and retirement planning, focusing on the importance of income sources, financial security, and personalized planning based on individual goals and values. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President of Riedmiller…
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As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmetry, hosts Chad Smith and Grayson Blaszak discuss the intricacies of financial gifting. Financial gifting generally involves transferring assets, such …
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In episode 49 of Building Wealthy Habits, Laura and Jeremiah Lee discuss the essential considerations for clients seeking a financial advisor. They explore the importance of understanding the advisor's services, fee structures, and the role they will play in the client's financial journey. The conversation emphasizes the significance of building tr…
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Ashley Schneider from the Mercurio office begins the program with a segment concerning certain scenarios of future retirees to determine if they are naughty or nice concerning their planning during this holiday season. Then Alan and Troy take over and review four keys for a solid retirement plan as well as reviewing timeless advice.…
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Dennis Tubbergen hosts Kerry Lutz, founder of the Financial Survival Network, on RLA Radio this week. They discuss recent market volatility, Federal Reserve policies, and the potential impacts of political changes on the economy. Lutz predicts continued market volatility and emphasizes the need for innovative solutions to address the national debt …
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We answer a question from a 44-year-old Pittsburgh bus driver earning over six figures annually who maxes out a Roth IRA, contributes 10.5% to a 457 plan, and is covered by a pension. He owns five rental properties in his name and wonders if and when he should transfer them to an LLC. If you’re thinking, "I love the Big Picture Retirement podcast!”…
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On the last episode of 2024, we continue our “Stocking Stuffers For Financial Freedom” conversation. We hope you enjoy the Holiday Season and we look forward to reconnecting in 2025. 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 v…
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In this final episode of 2024, Brent Pasqua and Matthew Theal take a reflective dive into the major events and financial highlights of the year. From top year-end planning strategies to the evolution of AI and its impact on finance, this episode is packed with actionable advice and thought-provoking discussions. They also share personal anecdotes, …
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As we approach the end of 2024 with a new President-elect, many people wonder what’s in store for the stock market, housing market, and inflation. What’s really happening behind the scenes with the Federal Reserve, inflation, and the economy? We’re thrilled to have Danielle DiMartino Booth on the podcast to get her insights on these hot topics. Dan…
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Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Visit us online: https://blackoakam.com/ Get in touch with the Black Oak team: https://bl…
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Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here. The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year. Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxation summary, estate and gift tax annual limits…and more. 👉 Download i…
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Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Show Notes …
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How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success. Here’s what we discuss in this episode: 0:00 – Intro 2:20 – You know where your money is going to c…
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Gen X women, we're diving into the topic of women’s health before and during retirement. Diane Amelia Read shares actionable advice and strategies to help women prioritize their well-being during this transformative phase of life. This episode will inspire and empower you to thrive. We're talking about: Taking proactive steps in your 40s and 50s th…
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In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people live intentionally and reflect on their impact. Dr. Freed shared powerful insights on building meaningful relationships in the second half of life and explained how embracing the reality of our mortality can inspire us to live more fully. Her words re…
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Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not With Donald Trump winning the election, he’s pledged to extend the tax cuts he helped usher in back in 2017. They are scheduled to sunset at the end of 2025. In this episode of Countdown to Retirement, Gregg MacInnis explains how a Roth Conversion is still the smartest move in…
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In this episode of Your Retirement Radio, Kevin Madden discusses essential strategies for retirement planning, focusing on the importance of an end-of-year financial checklist, market predictions, and the creation of guaranteed income streams. He emphasizes the need for a solid financial plan to navigate the complexities of retirement, manage risks…
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How do busy professionals and families balance life, work, and the daunting task of financial planning? In this episode of Retirement Decoded by Money Pickle, Steve dives deep into strategies to simplify your finances, maximize wealth, and build a life that aligns with your values with guests Kyle Kuyat and Jake Gardner. Discover why defining your …
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How does financial planning differ for women? What type of financial planning strategies should you look for as a woman? We were lucky enough to talk to Tanya Taylor, a CPA and MBA about this subject. Tanya moved from Jamaica to America at a young age, and ended up working on Wall Street for years. She then decided to follow her passion of helping …
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Welcome to a special end of 2024 solo episode of the Humans vs. Retirement podcast! This year there has been 40 episodes of the podcast released and I’m touching on 90,000 downloads, which blows my mind! I have been so lucky to have conversations with amazing guests and the feedback has been so humbling to hear. So, I want to take a moment to thank…
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Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market hasn’t been happy about that. Beyond inflation there are several issues which could impact the stock market early next year, expect a more business friendly environment with less antitrust actions and ro…
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Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now. Josh Bretl and Mark Elliott discuss avoiding complacency and other bad habits in retirement …
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You may have started thinking on your "bucket list" but have you given thought to things that you do not want to be a part of your retirement experience? Imagine spending more time on meaningful activities and less on the grind. Retirement isn't just about finances; it's about finding purpose beyond a career and navigating an entirely different sea…
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In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Togethe…
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