Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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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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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers
Dalene Higgins - Money Coach, Retirement Coach, CEO
The Podcast for Gen Xers Who Want Simple Steps For Retirement Planning Top 5% Personal Finance Podcast You’ve been working hard for decades, but now the questions are creeping in: → Will I have enough to retire? → Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to prepare for retirement, even if you’re starting late or feel behind. I’m Dalene Higgins, financial coach and creator o ...
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Podcast by Kirk Cassidy and Paul Metler
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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon in ...
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Whether you call it: Retirement, re-wirement, re-tryment, your encore, second act, or next chapter; the point is: retirement no longer has a clear definition. The traditional view of retirement is outdated and new frameworks for managing our money and time are needed. Welcome to 8000 days. A podcast where together we discuss retirement; what's working, what's not , and what changes are needed for us to achieve the most robust retirement possible. Join Caleb Miller and Riley Anderson of Inves ...
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Finance 101: Your Guide to Investing, Financial Planning, Insurance, College Saving, Financial Independence, and Retirement
Brent Dunn
Financial Planning, Retirement Planning, Budgeting, Insurance, Early Retirement. Everything that they should have taught you in school about finance.
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Make It Last with Victor Medina - Legal & Financial Retirement Planning
Victor J. Medina, JD, CELA®, CFP®
Keeping your legal ducks in a row, and your nest egg secure…
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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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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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The Key To Retirement - Your source for financial planning advice
Scott Plaskett, CFP & Catherine Plaskett, CFP
Unlocking the financial planning secrets to retiring well.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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How To Pay 0% Taxes On $120k+ Of Retirement Income
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15:46Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In this episode, we explore how it works, who it's best suited for, and how it can help reduce long-term tax liability. Unlike tax loss harvesting, which involves selling investments at a loss to offset gai…
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#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
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1:48:49Andy and Larry Pershing from Optimum Retirement Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: The pending "Big Beautiful Bill" tax bill that recently was approved by the House; what's in it, what's not in it, practical planning considerations around it, …
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EP # 145 - How to Tap Into Retirement Funds Without Derailing Your Plan
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16:07Need Cash in Retirement? Here’s How to Stay Flexible. In this episode, Joe Curry and Lindsay Wilson talk about how to get the cash you need in retirement. They explain the best ways to prepare for surprise expenses, like using emergency funds, HELOCs (home equity lines of credit), and smart RSP withdrawals. They also talk about why it’s important t…
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Should Your Estate Plan Have Separate Share or Preservation Trusts? | Repair The Roof Podcast
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13:25In this episode, Ted Gudorf highlights the importance of protecting family wealth through trusts, specifically focusing on separate share trusts and preservation trusts. He explains how these irrevocable trusts can shield assets from creditors, lawsuits, and other financial risks, ensuring that wealth is preserved for future generations. Ted provid…
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Ep 124 | How to Budget for Retirement Without Sacrifices
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15:56Submit your questions here! Will we have to cut back so much that we don’t enjoy retirement? This may be a fear you have about retiring. In today’s episode, I’m going to share 3 steps to help you budget for retirement and be sure you don’t sacrifice your current lifestyle. What you’ll learn: ✅ “Living on less” is just a limiting belief ✅ Fear of re…
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Episode 10: Speed Check: Managing Risk for a Secure Retirement
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27:59In episode 10 of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox delve into the topic of risk in retirement portfolios. They discuss the importance of understanding the amount of risk you're taking on, how much risk you should be taking, and aligning it with the current market environment. The hosts share personal updates and em…
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This Is What Financial Planning Really Changes
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18:25What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meaningful. Often, it’s not about the numbers—it’s about helping someone move forward when fear is holding them back. We’ve seen it firsthand. Like the dentist who had every…
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Why $1.5M Is Enough To Retire If You Want To Spend Like This
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15:21You don’t need $2 to $3 million to retire unless your lifestyle truly requires it. In this episode, we break down why your retirement number should be built around your personal spending needs, not a one-size-fits-all benchmark. With a well-diversified $1.5 million portfolio, many retirees can support $60,000 to $75,000 per year in spending, especi…
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Ted discusses the critical importance of integrated financial planning, highlighting the common pitfalls individuals face when their financial advice is not coordinated with their estate, tax, and investment plans. He introduces Gudorf Financial Grou…
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#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
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1:02:47Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example Links in this episode: Tenon Financial's website - https://tenonfinancial.com/ Tenon Financial's June 2025 newsletter - here Andy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services…
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EP # 144 - Retirement Isn’t the End: Age with Confidence, Strength, and Purpose with Laura Lynn Morrissey
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26:12In this episode of Your Retirement Plan Simplified, Joe Curry interviews Laura Lynn Morrissey, founder of Silver Savvy, about how to plan for aging wisely and enjoy a healthy, independent retirement. With her background in finance and healthcare, Laura shares expert strategies to help you age in place, stay socially connected, and integrate financi…
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4 Things You Must Know Before Retiring With a Pension | The Limitless Retirement Podcast
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11:55Get ready for an in-depth look with financial planner Danny Gudorf, who breaks down the distinctive challenges and tactics for retiring with a pension. He stresses the value of specialized pension knowledge, highlights the possibility of steeper tax brackets in retirement, shares insights on Roth conversions, and clarifies the widow’s penalty facin…
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Ep 123 | 5 Must-Do Steps If You Feel Behind on Retirement Planning
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15:47Submit your questions here! You’ve just started thinking about retirement. You ask yourself: Am I on track for retirement OR How do I start planning for retirement? I’ve got you covered! In this episode, I share 5 must-do steps to help you get ready for retirement. These steps are simple, but they’re powerful. And they’re exactly where you begin. W…
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5 Expenses To Cut to Reach Financial Independence (and 3 NOT to)
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21:03Retiring early doesn’t mean cutting out everything you love, it means being intentional about what truly adds value to your life. In this episode of Root Talks, we take a closer look at the spending choices that can either delay or accelerate your path to early retirement. We explore which tradeoffs are worth making, where small changes can have a …
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Market Crash? The Surprising Math Behind Buying the Dip in Retirement | The Limitless Retirement Podcast
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10:17Danny dives into market dips, offering smart strategies for both investors and retirees. He stresses the importance of staying calm, resisting impulsive buying, and committing to a disciplined, long-term plan to navigate volatility and pursue future growth. Takeaways Market declines are normal and happen frequently. Successful retirees understand v…
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Ready to Retire? Here's How to Tell Your Company │ Root Talks
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24:32In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career. Whether you're months away or years out, this discussion tackles the fear, hesitation, and freedom that come with telling your boss you're done. You'll hear real stories from Root Collecti…
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#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices
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1:18:04In this special guest host episode, Mike Powers and Kirsten Ashbaugh from Manuka Financial talk cybersecurity best practices. Links in this episode: Manuka Financial's website - https://www.manukafinancial.com/ Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retir…
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EP # 143 - Test-Drive Retirement: Mini Retirements, Intentional Living, and Finding Joy with Jillian Johnsrud
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27:59What if you could test-drive retirement before diving in? In this episode of Retirement Planning Simplified, Joe sits down with Jillian Johnsrud, financial independence expert and author of Retire Often, to explore how mini retirements can help you design a meaningful, purpose-driven life before and during retirement. From saving aggressively in he…
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Episode 9 - Dedicated and Ongoing Service
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22:22Episode 9: The Importance of Dedicated and Ongoing Service in Financial Planning In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox discuss the vital role of dedicated and ongoing service in financial planning. They start with personal updates, then outline their comprehensive four-step planning process: Discover…
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If You Have A Living Trust, Do You Still Need A Will? | Repair The Roof Podcast
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12:43Ted explains the vital role of both a living trust and a pour-over will in estate planning. Together, they protect assets, support loved ones, and ensure wishes are honored. He dispels myths about trusts replacing wills and warns of the risks of not having both. ======================= Takeaways You need both a will and a living trust. A living tru…
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Ep 122 | Why the Importance of Saving Money Can’t Be Ignored
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18:23Submit your questions here! In today’s episode, I’m diving into the importance of saving money and how this single habit can completely transform your financial journey. If you’ve ever wondered why saving is such a big deal or how to actually stick with it, this episode will give you all you need to know. I’ll walk you through eight (8) powerful re…
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The 4% Rule: Is It Still the Key to Early Retirement in 2025?
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19:12The 4% withdrawal rule does not apply to early retirees since it's based on a 30-year timeline, not the 40+ years needed for early retirement. Guyton's guardrails approach offers a better alternative, allowing for 5.2-5.6% withdrawal rates by adapting spending based on market performance. • Guardrails approach uses flexible withdrawal rates that in…
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Reimagine Retirement w/ Bryan Huhn
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25:07Submit your questions here! What does it really take to retire with both financial freedom and a sense of purpose? In this episode, I’m joined by Bryan Huhn who shares how his journey from the corporate grind to purpose-driven work reshaped his entire outlook on money and retirement. From investment strategies to liquidity planning, Bryan offers pr…
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#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!
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53:35Listener Q&A where Andy talks about: Why more fund managers don't offer mutual fund-to-ETF conversions ( 5:02 ) How my firm helps clients prepare for severe market declines, and how we communicate bad markets to them ( 8:48 ) Who's the voice of the intro and outro to this podcast ( 16:06 ) For spouses claiming Social Security, what's a good claimin…
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EP # 142 - The 7 Pillars of Retirement Planning: A Practical Guide
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22:18Retirement isn’t just about your finances—it’s about designing a life you love. In this episode, Joe Curry and Lindsay Wilson break down the 7 key pillars of a fulfilling retirement, with a focus on the three most essential: your financial foundation, your health, and your lifestyle. This is your practical guide to planning retirement with purpose—…
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The Truth About Social Security at 62: How Early Filing Could Save Your Retirement | The Limitless Retirement Podcast
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14:51Should you grab your Social Security benefits at 62 or hold out for more? Danny lays out five surprisingly strong arguments in favor of claiming early. But this isn’t about rules—it’s about your situation. He dives into how life expectancy, tax impacts, and personal priorities all factor into this critical decision. Takeaways Filing at 62 can be fi…
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Ep 121 | What to Expect in the Retirement Ready Bootcamp
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12:01Submit your questions here! In this episode, I’m giving you a behind-the-scenes look at the Retirement Ready Bootcamp, a 3-day experience designed to help you understand all elements of retirement planning and what to do next. I’ll share: ✅ What I wish I had when I started my own retirement journey ✅ Why I created this Bootcamp for people just like…
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Here's 5 Portfolio Changes To Create More Income In Retirement
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18:38Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and income — can offer a more comprehensive approach for long-term planning. • Relying solely on dividend-paying stocks may reduce portfolio diversification and growth potential • Total return (income + gro…
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Episode 8: Protecting Your Blindside
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21:50Safeguarding Your Retirement: Protecting Your Nest Egg from Unexpected Events In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox of Evergreen Wealth Advisors discuss the importance of protecting your nest egg that you took your entire life to accumulate. The series wraps up the three-part series, 'It's Not What Y…
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The Surprising Regrets of Wealthy Retirees | Root Talks
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16:05Retired with millions—but full of regret? In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else’s ve…
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#151 – Retirement planning chat with a "real" person, Rob Berger
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1:02:16Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Rob Berger, the creator of the Rob Berger YouTube channel, the founder of the former DoughRoller website, published author and more!. They talk about a wide array of retirement planning topics such as when he started getting serious abou…
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EP # 141 - Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser
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21:10What if retirement wasn’t the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmental psychologist and founder of The Mentor Project, about how retirees can find purpose, connection, and fulfillment through mentorship, movement, and mindset. They explore the concept of generativity—our…
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Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast
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43:23Estate planning expert Dale Krauss unpacks the complex world of Medicaid planning, offering clarity on key distinctions between Medicare and Medicaid. He dives deep into the strategic use of annuities, the power of early planning for long-term care, and the role of trusts in protecting assets. Drawing from his own experience developing the Medicaid…
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Ep 120 | How Do I Start a Retirement Plan? Dream It First
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16:30Submit your questions here! Where do I start with retirement planning? How do I start a retirement plan? The best place to begin is by dreaming. Creating a vision for your ideal retirement gives you a clear target to aim for. It shapes the direction of your retirement plan and helps you understand what you’re truly working toward. What You'll Learn…
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Why The Biggest Risk To Retiring Early Is Not What You Think
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14:06Even when the financial plan indicates you're on track, many people experience anxiety—especially between ages 50 and 65, before traditional retirement benefits begin. This episode explores ways to prepare for that critical transition with clarity and confidence. • One of the most impactful retirement risks is withdrawing too much from your portfol…
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#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!
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1:03:12Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ( 6:50 ) Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 ) Should someone sta…
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EP # 140 - Women & Wealth: Smart Retirement Planning for a Confident Future
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36:52In this episode, Joe Curry sits down with financial expert Russ Thornton to reveal why women face unique hurdles in retirement—and how to overcome them. From longer life expectancies to career breaks for caregiving, Russ shares real-world strategies to build confidence, plan smart, and avoid costly mistakes. They break down what women need to know …
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The Stock Market Is Dropping: Exactly What to Do Right Now | The Limitless Retirement Podcast
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10:29
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10:29As markets stumble, Danny offers a clear-eyed look at how retirees and pre-retirees can protect their futures. From smart portfolio adjustments to emotional discipline, he lays out practical steps for staying the course—and even finding opportunity—when volatility hits. Takeaways Market crashes trigger our fight or flight response. The recent marke…
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Ep 119 | How Do I Know If I Can Retire? A 6-Point Readiness Check
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20:13Submit your questions here! You’re asking, how do I know if I can retire? This episode helps you get ready for retirement by assessing 6 key areas of readiness. What you’ll learn in this episode: ✅ How current finances affect retirement planning ✅ How to prepare for retirement budgeting and lifestyle ✅ Understanding savings and debt now and in reti…
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Avoid These 6 Common Mistakes When Retiring Early
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17:00In this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long run. • Not establishing a taxable brokerage account to access funds before traditional retirement age • Overlooking healthcare planning, including available subsidies, which may impact retirement timi…
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The Hidden Cost of Working "Just One More Year" Before Retirement | The Limitless Retirement Podcast
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11:06Ever wondered if working just one more year could make a big difference in your retirement? Danny Gudorf digs into that exact question on the latest episode of Limitless Retirement. He walks through three big things to think about—money, lifestyle, and family—so you can make a smart, balanced call. Rather than letting worry steer the ship, Danny wa…
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How to Become Wealthy w/Greg Luken
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22:59Submit your questions here! Greg Luken joins me in today’s episode discussing how to become wealthy in life. Sharing what he has learned by working with several individuals who are first generation wealth, Greg has defined three key superpowers as the driver of this wealth. What you’ll learn in this episode: ✅ How people who didn’t grow up with mon…
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Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
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18:08Many great savers struggle to switch gears once they retire—unsure how to spend with confidence after decades of discipline. James and Ari reflect on the mindset shift from saving to spending, exploring how to use money and time more intentionally to create a meaningful life now, not just someday. Prompted by a thoughtful comment from a Root Collec…
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#149 - Tips and best practices to protect your ID and financial information
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57:23Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically: Check your credit report regularly Freeze your credit Get a tax return filing PIN from the IRS Use strong and unique passwords for all websites and online accounts Use a password manager Use two-factor (if not multi-factor) authentication…
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EP # 139 - The New Retirement: Work, Purpose & Aging with Dr. Corinne Auman
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31:47In this episode, Joe sits down with Dr. Corinne Auman, a developmental psychologist who specializes in adulthood and aging, to talk about how our perspectives on aging and retirement are evolving. She explores common myths about getting older, how to find purpose after retirement, and the power of staying socially connected. Dr. Auman also shares a…
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What is a Trust Protector and Do I NEED One? | Repair The Roof Podcast
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14:11This conversation explores the concept of a trust protector in estate planning, detailing its importance, roles, and the benefits it provides. Ted discusses how a trust protector can add flexibility to irrevocable trusts, allowing for adjustments in response to changing laws and circumstances. He emphasizes the need for careful selection of a trust…
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Episode 7: it's what you keep...TAXES
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22:44In this episode of the Retirement Planning Podcast, host Darrin McComas from Evergreen Wealth Advisors discusses the critical aspect of tax planning in retirement, as part of the series 'It's Not What You Make, It's What You Keep'. Darrin emphasizes the importance of having a long-term retirement plan rather than chasing stock market returns. He hi…
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Ep 118 | 3 Retirement Fears and How to Overcome Them
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23:04Submit your questions here! In this podcast episode, I discuss 3 retirement fears and limiting money beliefs that can keep you stuck with retirement planning. This episode will support you in how to rewrite those beliefs and take control of your finances for a successful retirement. What you’ll learn in the episode: ✅ Identify what are some limitin…
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Why More People Are Retiring Early Today Than Ever Before
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14:59More Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning. • COVID-19 accelerated early retirements with 2.6 million more people retiring during the pandemic than expected • Average retirement age dropped from 64 in 2019 to 62 in 2022, one of the sharpest declines in decades •…
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What is Collaborative Divorce w/ Melissa Pavone
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22:41Submit your questions here! In this episode, Certified Divorce Financial Analyst Melissa Murphy Pavone sheds light on the often-overlooked role of the “non-CFO spouse” during divorce. Melissa shares how her personal story shaped her mission to empower individuals, especially women, who have traditionally managed day-to-day finances but feel lost or…
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