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Money Guy Show

Brian Preston and Bo Hanson

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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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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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at jillonmoney at gmail dot com.
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Teach and Retire Rich

Daniel Otter

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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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401(k) Roundtable

Rick Unser

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401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
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Retirement Results

Active Wealth Management

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Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. Listeners Can Call Us Toll-Free at (888) 814-0304 For More Information, Visit RetirementResults.com Learn More About Us at ActiveWealth.com
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Talking Real Money - Investing Talk

Don McDonald

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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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Be More Than A Fiduciary

Eric Dyson

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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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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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MoneyWatch with Jill Schlesinger

CBS News

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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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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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Digging In

Rooted Wealth Advisors

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Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
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Financial Symmetry: Balancing Today with Retirement

Chad Smith & Mike Eklund

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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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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Why is personal finance so complicated? Even worse, the Internet is full of personal finance “experts” providing short-sighted, error-prone, and outright bad financial advice. Jesse Cramer has a knack for using everyday experiences to make personal finance accessible for the average investor. His extensive research coupled with skilled narrative makes personal finance actually enjoyable. By day, Jesse works for a fiduciary wealth management firm in Rochester, NY. By night, he runs The Best I ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Best In Wealth Podcast

Scott Wellens

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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Money Talk: The Annex Wealth Management Show - SWFL

Annex Wealth Management

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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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The Real Money Pros

The Real Money Pros

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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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NAPFA Nation Podcast

NAPFA

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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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You & Your Money

WHZ Strategic Wealth Advisors

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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Revamping Retirement

CAPTRUST

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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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Safer Retirement Radio

Brian Decker - Owner and Founder - Decker Retirement Planning

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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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning

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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Paladin Financial Talk

Jeff Foley

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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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Financial Choices Matter

Charles Scott

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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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MONEY MATTERS with Christopher Hensley

Christopher Hensley

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Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experience ...
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The Tao of Chao Podcast

Philip Chao

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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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The Best 5 Minute Financial Advice

Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian

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Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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Fi360 Fiduciary Talk

fi360, Inc.

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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
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Racing2Retirement

Jon Hicks

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Marcus and Jon have been helping people secure better retirements for over a decade in Kentucky. As fiduciary advisors, they focus on developing solid plans for their clients, rather than pitching products. The end result is a game plan that allows their clients to understand their risk, fees and income so they can accomplish their unique retirement goals. Each week they cover the impact of the financial market on retirement finances, from reducing investment fees, to eliminating taxes on in ...
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On the Money with Secure Money

Brian Quaranta

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Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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Asset Strategy Advisors

Asset Strategy Advisors

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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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The Safe Retirement Money Guy’s Podcast

saferetirementmoneyguy

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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. ​Bill has been helping clie ...
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The Savvy Investor Podcast

Mike Canet

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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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Kowal Investment Group

Kowal Investment Group

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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
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After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and…
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Do you have an algorithm for a financial advisor or investing? In this episode, we explore the use of "robo-advisors" and the rise of AI-powered financial advisors. We'll discuss the pros and cons of using them for financial advice, and whether it's the right choice for you.โดย the Paladin Financial Team
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Ford Stokes & Sam Davis share some of the best strategies for replacing the bonds and bank CDs that are likely holding-back your portfolio. We think you deserve better rates of return on your smart-safe investments! Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Call Retirement Results Directly at 1-888-814-0304 L…
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On Today's Q&A: 1:30 Bond Investment Questions 6:00 Understanding Bond Market Fluctuations 9:30 Schwab Intelligent Income Explained 12:09 Transitioning to Vanguard Roth IRA Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย Don McDonald
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John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.โดย Kowal Investment Group
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Fear plays a fascinating role in our lives, and our finances are no exception. One common fear that we see all the time that makes us so sad is the fear of investing. We know that wealth-building is available to everyone. However, so many people are missing out on getting started and investing their dollars because they are scared - or simply don’t…
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In this episode of the Friday Fiduciary Five, Eric Dyson talks about the importance of defining and refining one's purpose in leadership. He outlines a leadership philosophy that includes defining and refining one's purpose, finding the right people, training them, setting high standards, and being an inspiration. Connect with Eric Dyson: Website: …
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What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…
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Audio recording of our September 25, 2024 event with Lucretia Ryan about the dangers of choosing Medicare Advantage. It is recommended that you click link (below) to visual accompanying Lucretia's presentation before listening to audio. Visual Resource to Accompany Lucretia's Presentation Learned by Being Burned - Short pod series about how teacher…
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In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is now open for some employer-sponsored plans and Medicare, with ACA plans starting on Nov. 1. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon…
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From Saturday's Show, Hour Two: 1:28 Market Shifts and Inflation Realities 3:23 Real Rate of Return Explained 5:10 Listener Call: Retirement Investment Strategies 8:07 Converting IRAs and Tax Planning 10:38 Social Security Decisions and Strategies 13:48 The Cost of Waiting for Social Security 15:56 Understanding Contingent Deferred Annuities 18:35 …
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In this week's episode, we'll discuss if it is possible to transfer the risks in retirement to a top-rated insurance company. How can you completely remove the risk of running out of money before you run out of life? What are the options to remove the risk of a market event wiping out your life savings? How can you eliminate the risk of a long-term…
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The perception of what it takes to be wealthy sometimes matches reality, but often it doesn’t. Americans have opinions on what qualifies as being rich, and a recent survey tells us that we don’t always agree on what it takes to live comfortably. Today we’re going to explore this disparity and discuss why comprehensive planning provides the clarity …
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Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more …
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We open our four-part series with Crump President & CEO Mike Martini and Senior VP of Underwriting Chris Cook discussing the evolution of life insurance, featuring historically low pricing and innovative products like VUL and IUL. They explore the shift from traditional death benefits to products centered on wealth accumulation and healthy living. …
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We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at htt…
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Here is Saturday's show, Part One: 1:22 The Bull Market Anniversary 1:50 Understanding Market Fluctuations 5:28 The Role of Diversification 12:37 The Truth About Financial Advice 17:20 Critique of Robert Kiyosaki 20:55 Inherited Roth 401k Options 24:55 Listener Investment Success Story 29:16 The Importance of Diversification 30:58 Exploring Market …
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🎙️Get the scoop on the latest news from the financial markets in our October Market Update with Leisl Langevin, CFP® CDFA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com…
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"Question about budgeting - A few episodes back, Bo mentioned that how he doesn’t do budgeting anymore but cash management. How does that technically work? Just know how much left to spend each month?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals fas…
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Learn how to safeguard your retirement savings during market downturns with expert advice from Miguel Gonzalez, Certified Retirement Counselor. Discover strategies for building a cash cushion and balancing investments effectively. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve…
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Don Trone is the CEO and one of the Co-founders of 3ethos. Don was the founding CEO of fi360, and filled that role until 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as …
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I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to happen to me. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, ww…
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Jesse opens the show by sharing a personal anecdote about a former teacher's challenging investment choices, which were burdened with high fees from their financial advisor. He emphasizes the predatory nature of the financial advice teachers receive, encouraging teachers to seek better investment options from reputable firms like Vanguard and Fidel…
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For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we’re celebrating The Top Funniest Moments From the Your Money, Your Wealth® Podcast, Vol. 2. (Check out episode 300 from way back in November of 2020 for Vol. 1.) For this episode, Executive Producer Andi Last compiled some rare, n…
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Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landscape as we approach the end of 2024. They discuss the possibility of a soft landing for the economy, examining the implications of inflation trends, the Federal Reserve's recent decisions, and the overall market…
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Mike discusses the implications of more interest rate cuts by the Fed, the impact of upcoming elections on economic stability, and strategies for investing amidst market volatility. He highlights the importance of understanding the broader economic landscape and making informed financial decisions, particularly in light of potential chaos surroundi…
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Mike Riedmiller focuses on the importance of retirement planning, highlighting the risks associated with retiring at 65, the benefits of planning ahead, and the necessity of having a comprehensive financial and estate plan. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Ried…
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A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should I do? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelg…
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Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTu…
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📈✨ In this week's episode, Joel recaps some of the latest investment insights fresh from his Los Angeles trip, where he met with top institutional investors. 🌟 Plus, get Joel's top tips on balancing your investments while being an effective caregiver—a must-hear for many in their 50s! 💡 And don't miss the three essential steps to boost your investm…
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In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights from the newly released 2024 MFS Global Retirement Survey. Podcast Episode Player Savage, Lead Retirement Strategist at Boston-based MFS, elaborates on …
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"Does the FOO change if student loan balance is huge? My financed loan balance is almost $300k." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for e…
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With market highs, how would you advise a 28-year-old with a large part of their net worth in cash to invest inside a brokerage account? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To lear…
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A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?โดย Annex Wealth Management
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This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most recent webinar to break down all the ins and outs of the current housing market. Want more of Jill chatting with Tim and Mike? Subscribe to Jill on Money LIVE to watch the full chat. Have a money questi…
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This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most recent webinar to break down all the ins and outs of the current housing market. Want more of Jill chatting with Tim and Mike? Subscribe to Jill on Money LIVE to watch the full chat. Have a money questi…
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In this episode, we dive deep into common financial struggles and provide practical solutions. From managing debt to saving for the future, we offer expert advice and actionable steps to help you achieve your financial goals. Join us as we empower you to take control of your finances and build a brighter financial future.…
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This week: 2:42 Exploring 529 Plans and Retirement Strategies 4:17 Merch and Home Investments 5:26 Clarifying Roth IRA Rules 7:38 Advanced Tax Planning Insights 11:13 Evaluating Reverse Mortgages 13:56 Assessing Financial Strategies Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย Don McDonald
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Ford Stokes & Sam Davis discuss some of the best-performing retirement investment options available today that allow you to eliminate substantial risk and fees from your retirement plan. Are you interested in deleting fees and creating more pension-like income for your retirement? Get Your Complimentary Retirement Plan Today: https://retirementresu…
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Reaching a million-dollar portfolio is a significant milestone. But with a growing portfolio comes growing complexity. Here are 5 wealth tips to help you manage and grow your wealth once you've hit this impressive benchmark. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to …
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In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of a leader's belief system in shaping a leadership philosophy. He emphasizes that a leader's beliefs about people and natural laws are foundational. Eric encourages leaders to reflect on their own beliefs and to begin developing a leadership framework that aligns with th…
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Your bottom line when it comes to successful investing for retirement isn’t maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, but having the ability to manage your emotions. In this episode, we discuss: What it means to “diversify from disaster” Understanding investment longevity How…
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Ever wondered where you rank financially among Americans? Curious about what it takes to join the top 5% in income or net worth? Every three years, the Fed surveys the finances of American households, tracking assets, debt, and more. One of the things they cover is who landed in the top 5% of both income earned and net worth. In this episode of Bes…
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Little known role — Compliance Administrator — can have massive effect on 403(b)/457(b) quality. Many school districts are being misserved and they don't even know it. Dan also shares a private jet story. Are Educator Retirement Plans Getting Hijacked by Compliance Administrators? Learned by Being Burned - Short pod series about how teachers got bu…
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I am 56 years old, just got laid off, and I would like to know if I can retire now. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices …
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From the second half of Saturday's show: 0:28 Death Insurance: A Necessary Discussion 8:02 The Case Against Whole Life Insurance 9:53 The Ignored Mid-Cap Index Funds 11:45 Transitioning to Bonds: When Is Right? 18:45 Evaluating Real Estate Investments 22:23 Florida Condo Market Changes 22:37 Understanding Investment Recommendations 33:46 Retirement…
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Think of your financial future like a jigsaw puzzle. Each piece- whether it's taxes, insurance, retirement accounts, or estate planning- represents a critical part of your financial life. Without the box cover it’s hard to know how each piece fits. Understanding how the pieces of your financial puzzle interact is key to achieving your long-term goa…
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Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Our Director of Marketing, Ken Kring is the master of dry humor, metaphors, and the brilliant simplification of complex matters. Today, John Savarino digs into Ken’s background, his views on how good …
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Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Here’s what we cover in this episode: 0:00 – Intro 4:02 – Increase …
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Should I change my 401(k) allocation and make it more aggressive to make up for lost time and money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our p…
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