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 th ...
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Podcast by Retirement Lifestyle Advocates
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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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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Podcast by B.O.S.S. Retirement Solutions
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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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Retire Smarter
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Financial advisor, Brandon Bowen, offers client-focused solutions and unbiased guidance to show what's possible for your financial future. Visit BowenWealth.com.
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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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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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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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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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With over 1 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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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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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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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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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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Discover stories from real people who are living out their definition of a secure retirement.
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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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Podcast by Mark Falter
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We’re gonna be talking regulatory issues. Best practices. Investing strategies. All of it. About what it all means and, more important, what it means to you.
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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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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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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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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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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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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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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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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... a holistic lifestyle to build & preserve wealth
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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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The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine
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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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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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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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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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 retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
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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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Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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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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How To Retire And Not Be On A Budget- State of the Market
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Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
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Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and items to be aware of. Link to New York Times podcast on cognitive decline: CLICK HERE (26:…
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โดย Dan Haylett
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Could IRAs And 401(K)S Become Extinct?
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Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement? John discusses this and more on this episode of The Retirement R…
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Managing Retirement Risk: The Importance of Withdrawal Rates
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Today, we're tackling an especially important topic for anyone thinking about retirement: how much can you safely withdraw from your savings each year without the fear of running out? It's a hot debate and Dave is here to guide us through the conservative versus aggressive withdrawal strategies, their risks, and their benefits. We're also diving in…
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It's no secret that major life changes can be stressful and retirement is no exception. On this episode we explore different aspects of retirement that sometimes create stress and perspectives that may help reduce the stress. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. S…
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How Emotions Can Impact Your Retirement Plan
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Dive into the world of financial emotions in this episode with Eric Peterson. Discover how greed, fear, hope, and pride can make or break your investment strategy. Eric unravels the complexities of managing emotions to ensure a secure and enjoyable retirement. This episode isn't just about financial strategies; it's about understanding the human si…
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Steering Clear of Retirement Stress
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Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusion…
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EP #87: The Sandwich Generation
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The sandwich generation - where individuals find themselves caught between supporting aging parents and adult children. Several areas require careful balancing including financial planning, healthcare coordination, and legal and estate planning to navigate the challenges of caregiving effectively. Emphasizing open communication and setting clear bo…
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#097 – Inherited IRA Required Minimum Distribution ("RMD") rules
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Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs Links in this episode: The IRS's Single Life Expectancy Table Charles Schwab's Inherited IRA Withdrawal Rules Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube chan…
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S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?
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In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should treat your children equally when it comes to what you will be passing down. 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 …
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Join Miguel Gonzalez, Certified Retirement Counselor, as he delves into the popular retirement acronym FIRE (Financial Independence - Retire Early). Discover if this movement is right for you and your family. Cortburg Speaks Retirement - episode #186 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique f…
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Survey Reveals Common Keys to Retirement Satisfaction
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Examining key takeaways and trends uncovered in the Allspring Global Investments Retirement Survey results with Nate Miles, Allspring head of Global Client Strategy. I’m always looking for more data on retirement and Social Security, so when I came across the Allspring Global Investments Retirement Survey and had a chance to speak with Nate Miles f…
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Jessica and Joseph Cervinka of Kingsguard Capital explore the potential benefits of working with a financial advisor when heading into and through retirement. Topping the list is Income planning. How much do you need to spend? How much do you want to spend? How a financial advisor can help you create a solid financial foundation for retirement.…
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The Basics of Medicare with Healthcare Expert, Jim Long
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There’s no doubt that healthcare expenses are one of the biggest things you must plan for when it comes to retirement. Because of this, many want to know how Medicare will fit into their overall healthcare expenses. In today's show, David Lawrence is going to sit down with seasoned healthcare expert, Jim Long, to explore the intricacies of Medicare…
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What the heck is "tax resolution"? with Kristine Stevenson Ep. 64
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In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…
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My Experience Moving to a Retirement Community
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Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, a…
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Retirement Planning Do's & Don'ts
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There are lots of opinions and ideas around how to properly plan for and live out a successful retirement. Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients. Topics covered: - How to invest in retirement - How you can trust your plan - Why you should be proactive instead of react…
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3 Simple Steps to Determine If You Can Retire
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How do you know if you can retire? It seems straightforward, but the answer is far from simple. Beyond portfolio balances and age thresholds, there are other things to consider. James explains his three-step test to determine your retirement readiness. By pulling together principles from the 4% Rule, straight-line projection, and a Monte Carlo anal…
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Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy …
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As you get closer to retirement, you might want to consider reducing your risk. Mike Riedmiller explains how he helps his clients find the happy medium that works for them specifically at Riedmiller Wealth Management. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller…
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Debunking the 'Magic Number': The Importance of Individualized Retirement Plans
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Takeaways from todays episode: Kevin Madden got into the financial services world by accident but developed a passion for helping people with their retirement plans. Being an independent advisor allows Madden to use the best products in the market and provide personalized retirement planning. Madden finds satisfaction in seeing his clients retire c…
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The Misconceptions About Annuities
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Annuities often have a bad reputation due to fees, generating a low stream of income, and locking up principal. However, higher interest rates have made annuities something to consider when building out an income plan for retirement. In this episode, Brandon breaks down the concerns people have with annuities and why they can be a valuable and bene…
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The Downside of Diversification, Ep #97
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Being diversified in your investment portfolio isn't always easy, especially when it leads to relative underperformance. Here's why that happens and why you should still stick to being diversified.
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Why We Remember – Charan Ranganath
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Our memory seems like a mystery. Why can I rattle off the stating lineup of the 1967 Red Sox but can’t remember what had for lunch yesterday? Charan Ranganath can explain. He joins us to discuss his new book Why We Remember: Unlocking Memory’s Power to Hold on to What Mattersand what we can do to strengthen our cognitive fitness. Charan Ranganath j…
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The Secret Power of Investment Location
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In this episode, we dive into the concept of investment location—a tactical approach in asset allocation across various accounts like IRAs and joint accounts, which can significantly influence your tax liabilities. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support mo…
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The Four Unique Risks in Decumulation, Ep #346
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You’ve been accumulating your savings your entire life, but when the time comes to draw down your investments, there are new risks. In this episode, we’ll discuss four risks that come with the decumulation phase of retirement. Press play to learn how to avoid these risks in retirement. Are you looking for a new advisor? One of our listeners is look…
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Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn
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Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …
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The National Debt - April 28, 2024
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Alan and Troy start the show by looking at the fast increasing U.S. national debt and how tax rates are virtually certain to go up to help try to pay it off. Later they revisit creating a solid legacy plan as part of the Retirement 360 Game Plan.โดย Alan Mercurio
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The Best Kept Tax Secret Uncle Sam Doesn't Want You to Know
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Did you know, you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning strategies now … you could save hundreds of thousands of dollars. Don’t miss a special edition of Retirement Solutions Radio.Air Date: 4/27/24…
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Money Moves You Must Make In The First Year Of Retirement
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52:29
In this episode Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and creating a reliable retirement paycheck.โดย Grant Dorhout
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Tap Into the Wisdom of Toddlers – Hasan Merali, MD
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There’s a lot we can learn – and relearn – from the younger people in our midst. They do many things in a way that’s highly beneficial for older adults. Dr. Hasan Merali is the author of the new book Sleep Well, Take Risks, Squish the Peas, which shows us how toddlers bring out the best in humanity and how we can, too. It’s a whole new way of looki…
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#56 The Power of Present Action on Your Future Retirement
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Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=QwkQtnVvQ20 In this episode Chris Hammond goes over some things you can do today to help you have a better future retirement. I am a financial advisor, but I’m no…
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Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
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The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone. Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during the pandemic and subsequent resumption due to client…
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Expectation vs. Reality: The Truth About Retirement Planning
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When we think of retirement, we often imagine endless days of relaxation, travel, and leisure. But how much of this is a dream versus reality? Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial. Here’s some of what we discuss in this episode: Understan…
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The Kentucky Derby and Retirement Planning
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When you live in Louisville, you know all about Derby Day! But do you know how it relates to your retirement planning? On today’s show, Troy and Alan discuss what you can learn from the rigorous training required for the main event to understanding the best investments needed to win the race. Learn how a well-bred plan, a dedicated support team, an…
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How to Protect Yourself From Financial Scams (+ New Resources)
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Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the …
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Irreversible Financial Decisions
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Have you ever wondered about the decisions in life that you can't take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement. Here’s some of what we discuss in this episode: When you start taking Social Security matters. Choose wisely regarding your pension benefits. You…
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427 Your Best Financial Life with Anne Lester
1:09:20
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In today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want." Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Management, where she dedicated nearly 30 years of her career. During the interview, Anne not only shares insigh…
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The Era of Financial Well-Being Is Here
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Financial well-being. Financial wellness. Financial security. Whatever you choose to call it, it defines a person’s financial stability, resiliency, control and choice in meeting short-termand long-term financial goals. With employees’ financial lives more complicated than ever, financial well-being benefits have become all the rage. What’s the rol…
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Planning Your Retirement Income (Ep. 67)
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What do you need to feel confident in retirement? Is it $1 million? $2 million? Actually, it’s not about how much money you accumulate, but rather having a retirement income plan. Join J. Barry Watts for an insightful conversation about converting your lifetime savings into a consistent income source that lasts until the end of your life. Barry dis…
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How to Prepare for the Retirement Danger Zone, Ep #214
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If you are retiring soon, you've most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success. After years of great returns in tech and large cap US stocks,…
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2024-04-21 Retirement Lifestyle Advocates Radio w/ Kerry Lutz
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In this week’s Retirement Lifestyle Advocates radio show, host Dennis Tubbergen interviews Kerry Lutz, founder of the Financial Survival Network, who discusses the current economic climate and investment strategies. Lutz suggested that inflation is likely to continue to rise and that investing in assets that generate cash flow, such as residential …
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The Stock Market During an Election Year with Guest Jake DeKinder
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The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later this year? In Episode #28 of the Retirement Power Hour, Joe Allaria, CFP®, talks with Jake DeKinder, Head…
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Avoiding the 5 Financial Risks in Retirement
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48:09
In this episode, April and John dive into the critical financial risks that individuals face as they approach or navigate through retirement, and share valuable strategies to avoid these pitfalls and enjoy a secure retirement. Listen to learn: The top five financial risks individuals face in retirement The problem with traditional retirement planni…
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Market Selloff- UTILITY STOCKS 240413
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Episode 446: Stubborn inflation & geopolitical instability are causing a stock market selloff. That shouldn’t come as a surprise to Wealthsteading Podcast listeners. So far, the decline is surprisingly mild. In this episode I discuss my rationale for taking a concentrated position in the Utility sector. LONG TERM Utility Stocks can offer a trifecta…
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Financial Planning for Physicians part II 04 - 06 - 2024
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In this week's show, Randy and the team look at financial planning for physicians and it can change how you need to plan for your future finances.Enjoy!โดย Randy Barkley
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