show episodes
 
Saving, spending, planning — you've got money questions and we've got answers. Every week host Alison Southwick and personal finance expert Robert Brokamp challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves. Send your questions to answers@fool.com.
 
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 ...
 
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.
 
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 ...
 
Listen to Johnson Brunetti Money Wisdom with Joel Johnson, Connecticut’s highly acclaimed retirement and investment specialist, and Certified Financial Planner®. 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 underperf ...
 
Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing ...
 
Tips and tactics to help doctors earn, grow and protect their money. Topics we'll cover include: shares, real estate, investing, building income streams, financial independence, insurance, practice growth, asset protection and more. I recommend listening to Episode #10 which gives you my "5 Pillars of Personal Finance". Visit the blog at www.medicalmoney.com
 
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We're all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
 
Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. 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, Joel Johnson can a ...
 
If you’re 55 and older and thinking about retirement, then this podcast is for you. From tax planning to managing your investment portfolio, it covers the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
 
HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
 
As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
 
The Morning Skate is a podcast where hockey fans and players can go to get the most recent NHL news while reminding them what it’s like to be hanging out with the boys or girls. Ked and Hal keep you up to date in the NHL and answer any questions you might have. Be sure to send in topics or questions to our social media accounts or call in at (518) 309-2595 to leave us a voicemail that might be featured on the pod!
 
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
 
On "Pardon My Take," Big Cat & PFT Commenter deliver the loudest and most correct sports takes in the history of the spoken word. Daily topics, guests, and an inability to tell what the hosts might be doing will make this your new favorite sports talk show. This is a podcast that will without a doubt change your life for the better- guaranteed, or your money back. *Pretend a reggaeton air horn is going off right now* PMT.
 
Catch Retirement 360 with Alan Mercurio, Kentuckiana's highly acclaimed retirement and investment specialist. 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 Coach, can ans ...
 
The "Shawn Ryan Show" is hosted by Shawn Ryan, former U.S. Navy SEAL, CIA Contractor, and Founder of Vigilance Elite. We tell REAL stories about REAL people from all walks of life. We discuss the ups and downs, wins and losses, successes and struggles, the good and bad in a respectful but candid way with our guest.We're better than entertainment, we're the REAL thing. Please enjoy the show.
 
Your money. Your life. Your problem? We’re so busy earning money, we don’t have time to learn how to manage it. But that’s where Money Clinic comes in. Each week, the FT’s money-making expert Claer Barrett responds to real-life money questions from a range of millennial guests. Every 25-minute episode is packed with nuggets, tips and takeaways shared by top FT writers and financial experts. Where and how to invest your cash is our main focus; going beyond crypto and ‘meme stocks’ for those w ...
 
Our mission is to teach Millennials how to have the lifestyle they desire without sacrificng long term financial security. Millennials face a larger financial challenge than any previous generation. Most of us are saddled with student loan debt, beset with tax challenges due to deficit government spending, declining pension and corporate matching in retirement accounts, so needless to say we can ill afford financial missteps. Despite being the most educated generation, we are woefully under- ...
 
Lillian tackles your money overwhelm with practical, approachable financial advice (with a dash of glitter.) This is budgeting advice from someone that doesn't assume you're straight with a salary, retirement account, 2.5 kids, or a white picket fence. You'll get helpful advice for folks left out by traditional finance, you'll learn to reduce money stress and prioritize your values. Got a question for the show? Email questions@ohmydollar.com
 
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
 
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show series
 
Roth 401(k) contributions and "Megatron" (er, mega backdoor) Roth contributions for highly compensated employees, and the Roth conversion strategy of filling the tax bracket. Plus, moving a pension to an investment plan, owning real estate in a self-directed IRA, paying off the mortgage vs. refinancing your house, spousal vs. survivor Social Securi…
 
What investments are held by your 401k. You don’t know? I don’t either, but I can tell you one thing for sure - it’s not real estate. Why? It’s too much hassle for 401k administrators. This reality has given rise to independent retirement account administrators called custodians to allow you to direct your retirement dollars into real estate. The t…
 
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his futu…
 
Helene Massicotte of Free To Pursue insists that retirement and financial independence equals apples and oranges. Episode 1556: Retirement and Financial Independence Equals Apples and Oranges by Helene Massicotte of Free To Pursue Helene Massicotte blogs about living life on your terms and experiencing true personal freedom. She describes herself a…
 
Can you buy a house using your 401(k)? What about your IRA? As the housing market is surging, more people are wondering what the rules are for using their retirement money for a down payment. We're covering those rules and reviewing your options in this episode of Wise Money! Season 6 Episode 42 Have a question for the show? Call or text 574-222-20…
 
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his futu…
 
Kumiko of The Budget Mom tells you what to do if you can't afford to pay your bills Episode 1555: What to Do if You Can't Afford to Pay Your Bills by Kumiko of The Budget Mom on Financial Struggles Kumiko went from having a pile of credit card debt to becoming a successful budgeter and Accredited Financial Counselor. The Budget Mom exists to empowe…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relatin…
 
Democratic Sen. Joe Manchin votes against new voting rights legislation, the value of Bitcoin cryptocurrency plummets, and President Biden makes his first foreign trip. Donate at dailyshow.com/BraveSpaceAlliance to help provide lifesaving resources like support groups, HIV prevention options, and housing and food services for Chicago's LGBTQ+ commu…
 
ProPublica made a splash this week with their reporting on the wealthiest 25 Americans' tax returns. Let's discuss! Joshua https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax
 
Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. / Weddings are coming back in big numbers. Couples can eliminate the financial pitfalls that can poison a relationship by first thinking through what’s important to each and having an ongoing dialogue to get financial cards on the table. Hear Clark smart strategies…
 
There’s some sentiment going around that inflation might be a problem financially in the near future. Joel will share his thought on the matter and what impact he think it might have on planning. Plus, we’ll address a question that came in recently about real estate and small business in retirement. Read more and get additional financial resources …
 
There are numerous benefits of state-sponsored 529 plans. The reality is that too many investors with the intention of helping a future student aren’t aware of the tax savings and other advantages they offer. Today, CFN’s John Walker and Tim Joseph, CPA, discuss how 529 plans have evolved over the years becoming increasingly more flexible and advan…
 
Bomani Jones and Domonique Foxworth discuss the multitude of NFL players that have chosen not to get vaccinated and why it seems to have broken the "peer pressure" culture of football (1:27). Plus, why Bomani is surprised to see the affection and nostalgia for “Space Jam 2” (17:50) and why the Suns bouncing the Lakers from the postseason has remind…
 
Husband wants to convert to a Roth, wife says not so fast. Is one right and the other wrong? Have a money question? Email us, ask jill [at] jill on money dot com. 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/adcho…
 
Scott Spann with Financial Finesse gives you 5 retirement questions you need to ask yourself. Episode 1554: 5 Retirement Questions You Need To Ask by Scott Spann with Financial Finesse on The Cost of Retirement After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and s…
 
Bruce Brown went for it and our PLL team better start winning. Nets/Bucks and other NBA playoffs (3:33 - 14:17). Bruins lose and we talk the 12 team CFB playoff (14:17 - 29:42). Kirk Goldsberry joins the show to talk NBA Playoffs, Jokic MVP, the Nets super team, and the Grateful Dead (29:42 - 66:02). Mr Portnoy joins the show to catch up with the g…
 
Violence spikes as Americans emerge from lockdown, gamer Nick Kolcheff talks about FaZe Clan and esports, and actor and singer Anthony Ramos discusses "In the Heights" and "Love and Lies." Donate at dailyshow.com/BraveSpaceAlliance to help provide lifesaving resources like support groups, HIV prevention options, and housing and food services for Ch…
 
Clark recently moved and has fresh wisdom on downsizing / How do you seize the opportunities available in today’s job market? We need to be lifelong learners. The more we learn, the more we earn. Employers can’t match skilled workers to available jobs. The ladder is training. Middle skill jobs require skills based training. Clark discusses 3 approa…
 
How do we handle the Uncle Sam effect? We talk today about what taxes can really look like today as well as under the new possible tax plan. Read more and get additional financial resources here: https://financialplanningva.com/podcast/the-uncle-sam-effect/ What we discuss on this episode: 0:12 - What exciting things are happening in Brian’s life? …
 
If you're in your mid-50s and still have not built an investment portfolio for your retirement, I'm here to tell you that it's never too late until it's over. Today I'm sharing with you 3 tips that can help you play catch-up even if you're late to the retirement savings game.--------------------------------------------------------------------------…
 
With grad school on the horizon, now comes the decision about how to pay for it. Should you dip into your savings? Take out a loan? Or is there another option? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.co…
 
Diania Merriam answers a listener's question about whether or not a market crash is coming soon and how to prepare. Episode 1553: Q&A with Diania Merriam - If a Market Crash is Coming Should I Change My Investing Strategy & Car Loans Ladder makes it impressively fast and easy to get covered with affordable life insurance. No hidden fees. Cancel any…
 
Trevor examines America's crumbling water infrastructure, Michael Kosta and Roy Wood Jr. cover summer sports news, and comedian Yvonne Orji discusses "Bamboozled by Jesus" and "Insecure." Donate at dailyshow.com/BraveSpaceAlliance to help provide life-saving resources like support groups, HIV prevention options, and housing and food services for Ch…
 
How did small firms cope with another tax season layered with business relief efforts, COVID, and filing extensions? Listen as Carl Peterson, CPA, CGMA, the AICPA’s Vice President of Small Firms, shares practitioner insights into tax season and where small firms are heading now. PCPS resources mentioned in this episode: Register for the June 23 Sma…
 
Bomani Jones is joined by Peter Rosenberg of Hot 97 to talk about how the two know each other, including his time at Maryland “hating Duke” following the news of coach Mike Krzyzewski’s retirement (1:51). They get into his new album “Real Late” (7:46), the level of work and expertise in putting it together and how each of them has dealt working in …
 
Both Walmart and Amazon are getting into healthcare to save money for their companies, and potentially for all consumers (including those insured), using both telehealth and clinics. Clark explains the offerings. These outsiders will expand outside of their own employee groups to become a threat to the medical industry, and a benefit to consumers. …
 
http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
 
Hal and Ked are back and better than ever. We break down each playoff series, discuss whether or not Montreal has what it takes, question if the Bruins are in trouble, forget about the Tampa Carolina series and are shocked that Vegas is not only hanging on but dictating play.In Dom Moores heroes and zeros we talk about Jagr, the IIHF, the draft ord…
 
This month on the Retirement Answer Man show, we are tackling your listener questions. Although we don't have a monthly theme like we usually do, I am also sharing my random thoughts from the retirement scene. If you miss the monthly theme, you can look forward to July and August. In July we’ll be discussing your withdrawal strategy for retirement …
 
You need to finance a home improvement project yet most of your money is tied up in retirement accounts. Is there a good alternative? Have a money question? Email us, ask jill [at] jill on money dot com. 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 a…
 
Have you thought about which Medicare plan is best for you? What are you waiting for? Don’t wait until the last minute to understand your options! Here to help us navigate the complexities of Medicare is our returning guest, Danielle Kunkle Roberts. Danielle co-founded Boomer Benefits in 2005 in Fort Worth, TX. Boomer Benefits is an award-winning i…
 
ESI of ESI Money talks about the idea of financial chess and building financial strategies for the future. Episode 1552: Playing Financial Chess by ESI Money on Building Financial Strategies for Your Future ESI Money is written by "ESI", a 50-something retiree. The site is basically a list of what's allowed him to become financially independent and…
 
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. The post Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Nikola Jokic wins MVP and we celebrate as a regular season Nuggets podcast. Also fat boys everywhere have a Champion (3:33 - 13:50). The Nets are absolutely unstoppable and the Suns crowd is the best (13:50 - 27:12). Hockey playoff talk as the Canadiens are unstoppable (27:12 - 32:53). Aaron Rodgers holds out and we wish him happiness (32:53 - 37:1…
 
Bitcoin cryptocurrency gets beleaguered on many fronts, comedian Gina Yashere talks "Cack-Handed" and "Bob Hearts Abishola," and NBA legend Chris Bosh discusses "Letters to a Young Athlete." Donate at dailyshow.com/BraveSpaceAlliance to help provide life-saving resources like support groups, HIV prevention options, and housing and food services for…
 
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