show episodes
 
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 ...
 
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.
 
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 ...
 
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.
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
 
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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 ...
 
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 ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
Husband and wife financial gurus David and Cindy provide a refreshing view on personal finance with a side of humor. They also share offbeat current events and real-life experiences. The two hosts crack jokes while also diving into financial literacy and success. This podcast finds the perfect balance between having a laugh and getting down to business. Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognize ...
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
 
Welcome to the Mind Over Money Radio: Retirement Planning Facts vs. Feelings Podcast with Adam Rosendahl. Adam is the President of AIM Retirement Planning in Phoenix, Arizona. On this show, Adam will seek to educate you on topics like income and tax planning, long term care and estate planning, and many other important financial and retirement issues. Contact Adam at www.aimretirementplanning.com or by calling 480-535-2303.
 
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show series
 
A lot of people mistake “tax-deferred” for “tax-free.” This can be beneficial in the short term, but can ultimately leave you owing more on higher balances at higher rates. But what if, in some cases, the best course of action is to take advantage of the low tax rates available right now, so you can grow your money 100% for you - and not Uncle Sam …
 
On this week’s episode of The Secure Retirement Podcast, April Schoen joins us to discuss the best ways to pay for health care in retirement. We detail the key considerations you need to remember when it comes to Medicare, and go over how to create your detailed plan for what is usually the number one concern for anyone approaching retirement. We h…
 
While Morgan Stanley was the biggest prime broker to Archegos, other banks suffered larger losses-- how could this happen? Today's Stocks & Topics: SLVO - Credit Suisse X-Links Silver Shares Covered Call ETN, NXPI - NXP Semiconductors N.V., Gold, SQ - Square Inc. Cl A, MO - Altria Group Inc., SWKS - Skyworks Solutions Inc., Sears, Voting for Board …
 
Fielding emails on a wide range of personal finance topics: ex-spouse Social Security benefits, paying the mortgage or buying long-term care insurance, how the FIRE community uses the Roth conversion ladder, tax rules for sole proprietors hiring minors, using excess 529 plan education savings, paying taxes or paying back a Coronavirus Related Distr…
 
After the pandemic cost millions of Americans their jobs and left as many as 1 in 5 renters unable to keep up with their housing payments, Congress allocated more than $45 billion in rental assistance. Today's Stocks & Topics: WING - Wingstop Inc., Viable Sources, CNC - Centene Corp., PENN - Penn National Gaming Inc., Cryptocurrency, TSLA - Tesla I…
 
Damon and Matt discuss the ever changing tax laws and how you can pay less taxes even though they continue to rise. Plus, the importance of having a tax plan and why it may be more important than having an investing strategy. For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com…
 
In this episode David and Cindy review the College Admissions Scandal documentary on Netflix. Rick Singer the mastermind behind the "side door" method created a system to get students into prestigious schools through a "dummy" charitable orgnanization. With this set up, rich and well-known parents paid Rick Singer to where he took the money and bri…
 
Medicare Supplement Plan G is the most popular Supplement plan out there. Hans and Robby explain why! Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn …
 
Following strong earnings from key companies and a March surge in retail sales, Bank of America, for example, has reported its Q1 earnings doubled year-over-year. Today's Stocks & Topics: CLOV - Clover Health Investments Corp. Cl A, PLYA - Playa Hotels & Resorts N.V., Retirement Value, AMWL - American Well Corp., ZSAN - Zosano Pharma Corp., Preciou…
 
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…
 
SEC commissioners are likely to call for action on the GameStop fallout, payment-for-order flow, fiduciary obligations, regulations around securities in the crypto space, and more. Today's Stocks & Topics: CANG - Cango Inc. ADR, SPGI - S&P Global Inc., HON - Honeywell International Inc., TYO - Direxion Daily 7-10 Year Treasury Bear 3X Shares, Mortg…
 
Damon Roberts and Matt Deaton discuss why having multiple retirement accounts is good for planning but could combining those into one large portfolio benefit the over all bigger picture? Is the key to retirement investing really diversification? Damon and Matt discuss the pros and cons on todays podcast. For more information on Acute Wealth Advisor…
 
For the personal finance tip of the week, David and Cindy explain the value of knowing the break even point with budgeting. At what point after buying a new product or service does it pay for itself over your current choice? Once this is determined, then you will begin to see increased disposable income in the budget. https://www.instagram.com/somm…
 
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…
 
The Labor Department says consumer prices shot higher in March and they were given a boost by a strong recovery and year-over-year comparisons to a pre-COVID economy. Today's Stocks & Topics: JNJ - Johnson & Johnson, GRBK - Green Brick Partners Inc., PLBY - PLBY Group Inc., OKTA - Okta Inc. Cl A, High Yields, LRCX - Lam Research Corp., Retirement M…
 
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…
 
Damon Roberts and Matt Deaton discuss the progression of doing your taxes. We started with help from our parents, then we got professional help, now as we reach a new bracket it may be time to begin a tax strategy. Plus, what happens when you combine taxes with a spouse and one passes away? For more information on Acute Wealth Advisors or to schedu…
 
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…
 
Having a 401(k) is good-- if you make the most of your employer-sponsored plan. Today's Stocks & Topics: SPXL - Direxion Daily S&P 500 Bull 3X Shares, Parallel Investing, XCEM - Columbia EM Core ex-China ETF, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, XOM - Exxon Mobil Corp., WDC - Western Digital Corp., NHI - National Health Investors …
 
Is selling rental property to buy a variable annuity a good risk management strategy against sequence of return and interest rate risks? Small-cap vs. emerging markets: which has better risk-adjusted returns for market volatility? Are eREITs (non-traded real estate investment trusts) a good retirement investment? Is RPAR Risk Parity ETF a good infl…
 
In Europe, Uber has been forced to reclassify 70,000 of its British drivers as workers and with a shortage of drivers in the U.S., Uber recently announced a $250 million driver stimulus. Today's Stocks & Topics: OGZPY - Gazprom PJSC ADR, MSFT - Microsoft Corp., Bitcoin, PFE - Pfizer Inc., Earnings Season, Junk Bonds, GEO - GEO Group Inc., Recession…
 
Damon Roberts and Matt Deaton discuss the upcoming tax increase and why one market strategist is calling it a colossal lie. They break down how this new tax will impact all income earners and not just the wealthy despite what the Biden Administration have stated. For more information on Acute Wealth Advisors or to schedule and appointment, visit ww…
 
Elle Martinez is the creator and host of the award-winning site Couple Money, where she is focused on helping spouses come together with their finances. Each week she interviews financial experts and real-life couples who've achieved impressive financial goals like becoming debt free, starting a business, and retiring early. She’s also contributed …
 
This week David and Cindy conduct a Millennial money financial review with a married couple from Salt Lake City, Utah. Kyle (32) and Ashley (31) recently were married and have bought their first home. We discuss their choices around how much they deicded to spend on their house and the wedding. They differ from many of the Millennial credos which a…
 
Hans and Robby go over the Social Security benefits for widows and widowers, and how these benefits might fall short in retirement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com o…
 
This week's retirement reading is from The Street, titled 5 Easy Ways to Protect Your Retirement Savings From Taxes. 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/203. Show Notes: RetireWithPurpose.com/203 Rate & Review the Podcast: RetireWithPurpos…
 
Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Exchange vs. O-T-C Stocks, Buy & Sell ETFs, Life Insurance, New Investor Question, Weak Dollar, Cannabis Companies, Starting Out, Stocks…
 
For the personal finance tip of the week, David and Cindy explain the value of having organization with store purchase receipts. They explain the importance of understanding a retailer's return policy in order to get full credit, a store credit or if you may be outside of the return window where no money is received. Knowing this information can be…
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Long-Short Mutual Funds, Investing for Kids, Over the Counter Stocks, ETFs, Cryptocurrency for Beginners, 401k, How Many Stocks in a Portfolio, Stocks In…
 
Have you ever regretted something you’ve done in your life? We’re all human, and that means we’ve likely wished things would have been done differently at one time or another. Today, we thought we’d talk about financial statements people would regret. Thankfully, these are things you won’t hear around our office and Nancy Fleming will explain why o…
 
Most American companies that did not offer remote work pre-pandemic did not have a policy in place regarding salaries and locations for remote workers-- but that may be changing. Today's Stocks & Topics: CLSK – Clean Spark Inc., MO - Altria Group Inc., CCJ - Cameco Corp., JETS - U.S. Global Jets ETF, BBL - BHP Group PLC ADR, VZ - Verizon Communicat…
 
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