show episodes
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Jerri Williams is a retired FBI agent and author on a mission to show the public who the FBI is and what the FBI does by interviewing retired FBI agents about their most intriguing and high-profiled cases and reviewing how the FBI is portrayed in books, TV, and movies. Photos and links to articles about the cases and topics discussed can be found at https://jerriwilliams.com/
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
 
Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
 
You can afford anything, but not everything. We make daily decisions and create habits around how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Are we creating financial independence, early retirement and debt freedom? Are we managing money wisely? Host Paula Pant i ...
 
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 ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
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 askjill at jillonmoney dot com.
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Join Pat the Shuffler and Dave from Strong Money Australia as they discuss how to reach Financial Independence and Retire Early (FIRE) in Australia. Learn to build a strong financial base of high savings and robust investments, so you can create your best life, and enjoy a happy early retirement.
 
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/
 
As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
 
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 ...
 
Terry Martine answers your retirement planning questions for members of the Florida Retirement System. There are other "financial" podcasts, but only one that focuses on the specific needs of members in the FRS system. Curious about what your retirement will look like? Should you enter DROP? Considering the Investment Plan? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial plan. Give us a listen. We're here to ans ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
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 ...
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
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.
 
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has bee ...
 
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show series
 
Are you signed up for the My Social Security account from the Social Security Administration? In this episode, we’ll review a Kitces.com article written by Jeffrey Levine about this important resource. We’ll review the history of My Social Security, how to sign up for it, how its benefit calculations account for inflation, and how Americans can int…
 
Getting to retirement is one thing, learning to be comfortable in retirement is another. It's not always as easy as it seems. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adch…
 
Today we face global warming, energy production and distribution issues, inequitable distribution of wealth and services, water shortages, terrorism and the ever present issue of pandemic's. In retirement we want to continue to help shape the world but we also find it important to sit a while in the sun or the shade and enjoy the moment.…
 
In this episode of Retirement Unlimited, Randy dives into How COVID-19 Changed Retirement Planning in the Retirement Update. Next, Randy reviews Investing when Everything is Pricey in Tactical Asset Management. Lastly, Randy delves into Wild and Crazy Housing Market in News You Can Use. Enjoy!By Randy Barkley
 
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the…
 
CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce. Emily Johnson, CFP®, CDFA What is a 403(b)? (video) Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes o…
 
Do you know what your personality type is? Do you know what kind of saver you are? Knowing these things can help you learn more about yourself—and determine what you need to do to have a successful retirement. If you’re interested in learning more about the 5 personality types—and what it means for you—listen to this episode of Best in Wealth! [bct…
 
This week's retirement reading is from Morningstar, titled How Much Should You Worry About Inflation in Retirement?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/205. Show Notes: RetireWithPurpose.com/205 Rate & Review the Podcast: RetireWithPurpos…
 
The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-27-financial-acronym-salad/456/ What we discuss on…
 
While financial planning has a lot of numbers involved, here are a few letters and abbreviations you should know, too. Eric explains several common financial abbreviations. Read more and get additional financial resources here: https://petersonfg.com/financial-abbreviations-explained/ What we discuss on this episode: 1:05 - What is an ETF? 2:36 - D…
 
On this episode of My Smart Retirement, Nancy Fleming explains what a Roth IRA conversion is and whether it may be right for you. Some employers are offering Roth options as part of their 401k options, so some people already have a Roth. One thing to keep in mind is taxes. You need to think strategically about the possibility of higher taxes and th…
 
Knowing your risk tolerance is a crucial part to your retirement plan. If you take too much risk, you could potentially lose money that you need to pay for your basic needs. But if you don't take enough risk, you may not be able to beat inflation. There's a happy medium for everyone's situation and Steve and Sean discuss some considerations to help…
 
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning. Show Notes: Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
Are you feeling empty and unsatisfied waiting for the next paycheck? Aaron Nannini, from Cash Uncomplicated, shares how to achieve financial freedom with common sense principles. Listen in and find out how to get out of that financial rut when you uncomplicate your money.By Ann E Nelson
 
In this episode of FBI Retired Case File Review, retired agent Frank Figliuzzi reviews the Bureau’s National Security Branch, its role in the U.S. intelligence community, and “The Seven C’s” of the FBI’s core values from his book, The FBI Way: Inside the Bureau’s Code of Excellence. Retired agent Frank Figliuzzi served 25 years in the FBI and held …
 
As we discussed on our previous episode, many financial pros and taxpayers are working overtime this tax season to accommodate the American Recovery Plan Act’s changes to tax law. But my team at Keen Wealth also has one eye on Tax Day 2022. President Biden and Congress continue to float some pretty significant tax proposals, including last week’s p…
 
Employer Benefits Employers typically provide several benefits such as health insurance, life insurance, long-term disability insurance, and other benefits. These benefits can be very important to your overall financial health. These benefits are lost if you retire before the age of 65. After losing your benefits due to early retirement, most peopl…
 
Early retirement is a tremendous goal that a lot of people are working to achieve. However, there is one big downside: Getting the right health insurance before age 65 (when you typically become eligible for Medicare). In today's episode, we will discuss 5 health insurance options before the age of 65. If you'd like to make sure you are ready to re…
 
This month we are discussing the ingredients that make up your retirement portfolio--your pie cake. In the previous episode, we took a deeper look at ETFs, and in this episode, we explore mutual funds. You probably have mutual funds somewhere in your portfolio, but you may not know exactly what they are. On this episode of Retirement Answer Man, we…
 
Today I'm wrapping up our two-part series on robo-advisors. Specifically, I'm sharing THREE things: The pros and cons of using a robo-advisor Major pitfalls to watch out for How to choose the right one If you currently use a robo-advisor – or you’re considering one in the near future – this episode will help you better understand if it’s a good fit…
 
Most of us don’t enter our careers with the aim of retiring early, and our guest this week certainly didn’t think early retirement would be an option when he stopped enjoying his career. Chris Mamula qualified as a physiotherapist in Utah but quickly realised he did not want to stay in the industry for 30 or 40 more years. When his wife discovered …
 
Some key life decisions can have consequences that reverberate for years. And as you plan for retirement, there are big decisions ahead. What lessons can we learn from emerging research on how to make big decisions? Our guest, Dr. Adrian Camilleri, has engaged 657 Americans (from 20 and 80) on the ten big life decisions they’ve made so far. _______…
 
We have a packed episode for you today! We start part 1 of a mini-series with Olympic gold medalist, Tad Coffin, on why he believes retired racers are gold standard. HRN Auditor, Alex Sherman, joins us to tell us about her first run as a professional jockey. Chelsey Burris from Friends of Ferdinand gives us the scoop on their initiative, The Broodm…
 
When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kev…
 
We talk with Rick Martens, Sr VP of Inland Capital to discuss answer a few questions. What is a 1031 exchange? Why do people use them and why are they becoming more popular? And finally we look at a few of the qualifications and why using a Delaware Statutory Trust (DST) meets the needs of many investors. Here's a brief history of the 1031 exchange…
 
This week, I’m joined by fellow North Florida Financial advisor, April Schoen, for a live seminar on Social Security. Over the course of the seminar, we're going to be talking about how social security works, what you need to know around the program, different payment scenarios, and also issues that surround the program. April and I have over 50 ye…
 
In this episode we explore the idea of semi-retirement, or semi-FI. This can give you a lot of the benefits of FIRE in a shorter amount of time. We think semi-retirement is a hugely underappreciated approach. Here, we discuss the benefits and the trade-offs to help you consider whether it's right for you. Discussion points... What is semi-retiremen…
 
What’s the best way to ensure that your money lasts throughout retirement? It’s by having a solid income plan, but you’d be surprised to find out that most people haven’t put that into place. Let’s explore what goes into income planning, what steps you can take to start that process, and why so many people are underprepared in this area. What we di…
 
Michael Kreps, Principal, Groom Law Group, reviews how the COVID-19 pandemic has affected retirement savings for public and private sector retirement systems, the implementation of the SECURE Act to date, and the prospects for additional legislative and regulatory reform in 2021 and beyond with President Biden and Congress.…
 
When it comes to investing, you don’t need to time the stock market to be successful. In this episode, Larry Heller, CFP® shares his insight and expertise about investing in the stock market. He explains why you should avoid worrying about short-term market fluctuations which you cannot control. Instead, you should focus on areas that are within yo…
 
#308: Ziggy purchased an $890,000 property in San Mateo, CA in 2016. After living there for a year, he had to move, so he rented it out. Unfortunately, it’s cash flow negative. Is this property worth holding onto, or should he sell? Vivek has a paid-off primary residence that he’s interested in renting out for a few years, before selling. He’s worr…
 
Guest Bio Joshua Dietch is the group manager of Retirement Thought Leadership in Global Brand Marketing. Joshua is responsible for leading a team of researchers and writers who create retirement thought leadership in support of the firm's workplace retirement, intermediary, and institutional businesses. He also is a vice president of T. Rowe Price …
 
The 55th NewRetirement podcast. This time, Steve Chen is joined by guest Roger Whitney — author, financial advisor, podcaster, and founder of the Rock Retirement Club — and discusses Agile Retirement Management and how to truly Rock Retirement! Produced by Davorin Robison. © 2021 NewRetirement Inc.By Steve Chen, Davorin Robison, Roger Whitney
 
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