show episodes
 
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 ...
 
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.
 
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.
 
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.
 
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.
 
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.
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
Freelance Finance is a show where we get in depth and personal about the lives of freelancers -- artistic, professional and financial. 94.9FM ZUMIX Radio is a community station powered by youth, broadcasting the voices and culture of Boston youth through music, stories and bilingual conversation. Produced and hosted by David Ira Roth, an enrolled agent and investment advisor representative of Newly Wealth LLC.
 
The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests incl ...
 
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.
 
Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.
 
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.
 
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.
 
Tiingo Investing : "Create a Better Investment and Retirement Portfolio" is a series dedicated toward teaching basic and advanced topics, like what is a stock, mutual fund, etf, or bond all the way to portfolio construction and hedge fund strategies. It is a lesson plan dedicated toward making professional level tools and concepts accesible to everybody - including the beginning investor and professional trader. If you are just beginning to learn how to invest with a retirement portfolio or ...
 
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
 
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 ...
 
Hugh Henne, 21 year old millionaire and his co-host, Dan, Deity of Dips dive into the stock market in a fun yet informative way. Discussing volume, price targets, penny stocks, accumulation, reverse splits and much more. The above references are an opinion and are for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
 
Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!
 
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 ...
 
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show series
 
Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions. (8:38) Georgette asks a question about the lifetime estate tax exemption. (21:55) George wonders what the best way to locate an old 401(k) is. (38:50) A Pennsylvanian asks about the limits of …
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested l…
 
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Jake in Hamilton, Ohio: Should I use a Roth IRA or a Traditional IRA as a resident? Mentioned on the Show: YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com Disclaimer: This podcast i…
 
What is the Mega Backdoor Roth IRA Contribution? How can it be a game-changer for some high-earning individuals who are already maxing out their 401k plans? If you’re investing the maximum you can a year, think of how quickly you can hit financial freedom. If you’re passionate about investing as much of your income as you can—this is the episode fo…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
Are you screwing up your Backdoor Roth IRA conversion? Find out. Plus, tax on mega-Backdoor Roth conversions, Medicaid spend-down rules and your Roth IRA, and Joe and Big Al take a burning confession about Roth conversions and IRS form 8606. Also, more on Vanguard’s VTSAX and dividend yield, and various options for investing for minor kids includin…
 
Don Anders discusses why you shouldn't pay off your house before retirement. Many people who give blanket retirement advice talk about the debt-free retirement myth, and while being debt-free is nice, sometimes it can be detrimental to your entire retirement plan. Especially if you plan to pay off the house with 401k or pension money!…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
Emotional Wealth Podcast - #1 Social Security, by Lon W. Broske, CFS®, CFP® . This podcast "What's Important To Know About Social Security," will walk you through the basics and give you some insight and strategies on how and when might be a good time to consider filing for your Social Security Benefits. Here is What You'll Learn How can you coordi…
 
There's something super special happening for our audience and the physician audiences of several other podcasts. We've kept a tight lid on this one because with COVID, we weren't sure what the landscape looked like for other creators. I'm excited to reveal that Financial Residency, Dr. David Draghinas of Doctors Unbound, in addition to other shows…
 
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Tiana in Portland, Oregon: Where can I find affordable health insurance if I don't qualify for it through an employer? Mentioned on the Show: YFP Planning HealthCare.gov Send in your questions here or to info@your…
 
In this week’s podcast, we are excited to present “Where to Turn When the Political Climate Heats Up,” a discussion with Amy Walter, the National Editor of The Cook Political Report, and Aron Szapiro, our director of policy research. In this discussion from the Morningstar Investment Conference, Walter shares her insights about the political climat…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
Much like technology becomes outdated each year, retirement planning strategies begin to lose their effectiveness over time. Today we’ll look at five different planning ideas that have been used quite a bit before but might not have the same impact in today’s economy and market conditions. Read more and get additional financial resources here: http…
 
Austin Ulrich joins Tim Ulbrich to talk about how he and his family successfully navigated the financial transition from student pharmacist to resident to new practitioner. He discusses how they were able to become debt free while completing residency training, why and how he started a medical writing business, what it was like to finish residency …
 
We all know it's a good idea to put aside money for the future. However, not everyone has the money available right now to save. Additionally, it can be discouraging when the calculations show you how far off your savings rate is compared to where it "needs" to be. In this show we will discuss a strategy that may help those who are feeling hopeless…
 
Unfortunately, it's not uncommon for retirees or soon to be retirees to base their plans on false assumptions or false premises. On this week's podcast, we explore a number of topics and questions that you may find quite helpful in planning your retirement. If you've wondering about your situation and you'd like to talk with Glenn about your plans,…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
How might Joe Biden's or Donald Trump’s changes to the lifetime estate tax exemption impact your estate plan? Plus, is there any reason to have pre-tax retirement accounts? How long does money have to be in a traditional IRA before a backdoor Roth conversion? Can annuities be converted to Roth? And more on dividends, long term capital gains, Vangua…
 
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
 
I've received a number of requests for insight around the topic of insurance. That's why I brought on two veteran professionals to come in and answer our community's toughest questions. The entire month of October is about insurance. If you have a question, please record it at financialresidency.com/question. I'd love to get it featured on the show…
 
When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive stra…
 
Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act. (8:00) An Indianaian asks a question about claiming ages for Social Security benefits. (19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be. (45:40) A listener from…
 
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