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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 ...
 
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.
 
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/
 
Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald Mwandiambira is the Acting CEO for the South African Savings Institute (SASI). Gerald is also a former Director of The Financial Planning Institute of Southern Africa (FPI) and International Speaker. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, Internationa ...
 
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 ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com
 
Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
We know that running a veterinary business can sometimes feel like you're fighting your way through a jungle of financial insecurity, HR nightmares, and overall business confusion. Our goal is to give you the ideas and tools you need to not just survive in this jungle but to thrive in the veterinary industry. By combining over 50 years of knowledge and experience with differing opinions and a little humor, we will help you get the information you need to make the best decisions for you and y ...
 
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.
 
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
RegentAtlantic Wealth Advisors, Mike Pappachristou, CFP®, Jerry Korey, CFP®, and Eric Chen, CFP® have provided financial advice to all members of the family hierarchy – from grandparents to grandchildren. And if there is one thing they’ve learned, it’s that no two families are the same. Through interviews with different industry professionals, each episode contains financial planning insights and personal stories that explore the thought processes that go into financial decision-making – fro ...
 
At Evergreen Wealth Solutions we're focused on helping you build and maintain your ideal financial life. Each episode of this podcast will provide you with insights and frameworks to help you build your own ideal financial life. To do this, we'll feature members of the Evergreen Wealth Solutions team, industry experts, and successful individuals. We hope that, by telling their stories, this podcast can become a way for you to gain perspective when evaluating your own financial choices and go ...
 
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their b ...
 
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 Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
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.
 
Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers. Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, ...
 
If you are a successful solopreneur, consultant, independent contractor or gig worker this podcast is for you. You'll get simple, straightforward tips to help you master your finances and action items to help you be a better business owner, a better spouse, a better parent, and ultimately a better you. Join Solopreneur finance expert, Gabe Nelson for the journey!
 
Your energy, beliefs, and support systems will often affect your ability to attract vibrant wealth, health, and happiness into your life. Host, Katana Abbott, CFP®, founder of the Smart Women Companies is here to address cutting-edge topics and bring you bestselling authors and thought-leaders, so you can live with more purpose, passion, and prosperity! www.JoinSmartWomen.com Website: http://www.smartwomensempowerment.org/ Facebook: https://www.facebook.com/SmartWomensEmpowerment/ Twitter: @ ...
 
Live like a Financial Rock Star. Scott has made the money moron mistakes so you don’t have to. He teaches you how to think differently about money, so you can get out of debt, get started investing, and generate passive income with real estate. Scott lived the paycheck-to-paycheck lifestyle, but by age 35, he turned it all around and became a self-made millionaire and is now on a mission to help you. If you’re stressed out or worried about money, the Scott Alan Turner podcast will help. Fool ...
 
Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
 
Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
 
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 ...
 
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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show series
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight the benefits of getting a job in retirement. From the advantages of a Roth Conversion to delaying Social Security, learn more about how it could be a great investment for you. You'll also hear more about a podcast Nick recorded with Keith Lawrence, co-author of Your Retirement Quest.…
 
Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed are - Housing prices are skyrocketing The Vatican’s investment choices The retail investment boom Show notes for this episode - https://catholicfinancialplanners.com/7 Catholic Money Mastermind is a production of the Catholic Financial Planners Network…
 
Dr. Nick Pimlott interviews Dr. Melissa Nutik, a family physician and Undergraduate Education Lead in the Office of Education Scholarship and Assistant Professor in the Department of Family and Community Medicine at the University of Toronto. Dr. Nutik discusses the undergraduate curriculum in medical school, student interest in family medicine and…
 
On this episode of DIY Money, Quint and Daniel give advice on whether you should halt contributions in your 401K to pay off high-interest debt.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything from budgeting, savings, investing, stocks, bonds, debt. Dave Ramsey, Jill On Money, Smart Money, Motley Fool
 
In this episode I'm joined by Chris Meehan who is a Vice President for The Bancorp. The Bancorp is a business financing services company specializing in working with dental, veterinary and other medical professions. Chris has worked in the healthcare financing space for over ten years and brings a lot of personal experience and perspective to what …
 
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…
 
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…
 
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…
 
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
 
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 …
 
If you find yourself with too much debt, you’re not alone. America has a debt problem. The accumulation of high-interest debt is one of the quickest ways to derail your financial life, so it’s no surprise that strategies and philosophies on debt re-payment are a popular topic among financial commentators. With so many people telling you what to do …
 
There are three distinct phases of finance that we all go through. It is not age dependent. Each phase has unique objectives that must be stressed. Always begin with the end in mind. Why are you saving? How will you get the money out? How much do you need? Based on your previous experience, current situation, and future hopes and dreams, what would…
 
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…
 
Dan Graziano, Chris Canty, Jeff Saturday, and Louis Riddick discuss what Jordan Love's performance in minicamp means for the Packers. Dianna Russinni reports live on Julio Jones from Titans voluntary practices. Jay Williams discusses how the Bucks can get back into the series vs Nets. Plus, Jeff, Chris, and Louis discuss Matt Naggy's comments on Ju…
 
Rob Demovsky reports the latest on Jordan Love's performance at Packers mandatory minicamp. Dan Graziano, Chris Canty, and Louis Riddick discuss expectations for Tom Brady entering this NFL season. Kendrick Perkins and PJ Carlesimo preview Game 3 of Bucks v Nets. Plus, Jeff Passan reports on the MLB's plans to enhance monitoring of foreign-substanc…
 
Gerald and the Radio 2000 Breakfast crew discuss how our Money Habits have been changed forever. How has your attitude toward money been changed by COVID 19? For Better or for Worse --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app--- Send in a voice message: https://anchor.fm/gerald-chemunorwa-mwan…
 
There’s a relatively new concept in the healthcare industry that many of its professionals are facing and might not even realize it. The ‘Second Victim’ phenomenon hasn’t always been well-known but more and more people are acknowledging this silent epidemic that frontline workers like CRNAs are dealing with every day. Robyn Finney, APRN, CRNA, DNAP…
 
Today we’re answering your questions about all things retirement and financial planning. Let’s jump into it. Jim retired last month and wants to do part-time work, but he heard this can mess up his Social Security. Is that true? This is a common question we get. If you retire prior to your full retirement age and you get earned income, then for eve…
 
One of the beginning steps in every retirement plan is to value your assets and project their values into the future. Valuing assets like stocks and bonds is easy (though making accurate projections becomes more difficult.) Complexity increases even more when you consider illiquid assets like real estate and business ventures. Hear Kevin discuss ho…
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional financial resources here: https://makeretirementwork.com/1372/ep-26-learning-through-uncommon-sense/ What we discuss on this episode: 1:43 – Buy low, sell high 5:36 – Don…
 
Combining your assets needs to be discussed before marriage. We see people who keep everything separate (usually they have kids from a previous relationship) and those that combine everything. Regardless of the assets, you will have a single tax return that you should not separate. What one person does will impact the other from a tax standpoint. (…
 
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…
 
#193: In the past few episodes, you've heard stories from Wealth Without Wall Street Community members regarding their journey to financial freedom with the help of IBC. Today, we have a third-time guest, Tal Simpson, sharing how it has been since the last time he was on the show. He's happy to say that he finally quit working as a corporate lawyer…
 
Guns killed nearly 44,000 Americans in 2020, a higher number than in any other year in the past two decades. Meanwhile, a spate of mass shootings in the spring brought gun violence to the forefront of the national conversation again. Susan Sorenson, PhD, director of the Ortner Center on Violence and Abuse at the University of Pennsylvania, discusse…
 
Andy Flattery, Tim Flattery, and Tom Griffin talk about how to be a good dad. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL…
 
Life comes quickly, and the IRS has no sympathy. Unless you have a minor child, this will be the last year to file a joint tax return regardless of what time of year that you lost your spouse. Margin compression (expansion of your marginal tax rate), standard deduction amounts, RMD's, and Social Security are all issues of things to consider on top …
 
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…
 
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®
 
Have you been thinking about investing in cryptocurrency? Is cryptocurrency safe for your retirement plan? Before investing in anything, especially something as new as cryptocurrency, it is crucial to understand and think about its risks. Cryptocurrency is currently volatile and risky and you must be willing to lose it all when investing. In this e…
 
If you’re an Overgenerous Olivia, then this one’s for you! Wealth psychology expert Kathleen Burns Kingsbury is all about shattering money taboos and empowering women to charge the right prices for their services. She is the founder of KBK Wealth Connection, the host of the Breaking Money Silence® podcast, and Breaking Money Silence®: How to Shatte…
 
A look into today's biggest threat to top companies and when we can expect home and auto prices to come down. Join President Chad P. Wilson as he discusses the latest hot topic in this special edition of "Money Matters." This episode was recorded by President Chad P. Wilson of McKenzie Banking Company / Foundation Bank on June 8, 2021.…
 
Join Dr. Bri and Katana discuss:  Why the pelvic floor is the foundation of your “inner core.”  The biggest misconception about Kegel exercises.  The secret starting place to pelvic rehabilitation and how ONE simple step can help ANYONE. Brianne Grogan is a Doctor of Physical Therapy, women’s health and nutrition coach, YouTube influencer, podca…
 
What do three of the biggest brokerage companies have to say about crypto? They don't all agree...so which one is right for your future? ================ LISTENER QUESTION/COMMENTS ================ I have an old 401k plan from a previous employer. How do I decide to roll it into a new plan or not (Martin, Memphis TN How do you pick a good insurance…
 
Strategies to protect your portfolio from a stock market crash: put options, collars, non-correlated alternative investments, and tax-managed buy-and-hold. Also: how to measure financial advisor performance? How does tax-loss harvesting work? Are health savings accounts (HSA) tax-free? Is alternative minimum tax (AMT) a concern when moving Roth to …
 
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