show episodes
 
The 401k Owner's Manual with George Huss. The one they couldn't put in your 401k enrollment packet. Profit from these tips on how to rank your 401k investment options; how to set up a portfolio; and, how to let your winners run and cut your losses short. ( The book is now available on Amazon ! Print on demand or Kindle! Grab your own copy now, at: http://ftp2.co/amz )
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
Rigging the Wealth Game back in your favor through: investment strategy, savings, retirement, wealth building, gold, silver, precious metals, stock market, U.S. dollar forecasts and hedging. Terry Sacka AAMS and RIGGED arm you with information on matters that affect: your Money, your Life, your Future, your Family.
 
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.
 
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.
 
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InvestTalk

1
InvestTalk

Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors

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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 ...
 
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 ...
 
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 ...
 
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!
 
Financial and retirement planning guidance from Phil Telpner of Breakout Private Wealth in Chicago, Illinois. Join Phil each show for helpful conversations about money, life, and retirement. Phil will cover topics like 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources.
 
At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, Ed Storer and his team specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.
 
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
 
Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
 
The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018 and 2020 People' ...
 
Retirement Renegade Podcast provides education and information every Wednesday on topics to help build your retirement security in the global economy. Reject the "conventional wisdom" about how to live out the "golden years." GenXers, Millennials, and GenZers should look for a comfortable retirement abroad. Let's start our journey together to retirement security with a Spanish accent! Learn more at: retirementrenegadeblog.com
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
No frills, no fluff, no commissions.These promises are what True North Wealth Radio brings with their weekly episodes. Lots of “investment groups” talk about Social Security, retirement, and 401k’s but True North Wealth Radio is committed to presenting conversations that will better your life AND be there when YOU are ready to talk Social Security, retirement, and 401k’s.True North Wealth specializes in high net worth clients. So, they know what you expect from the company you trust to help ...
 
Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success. Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort. As you get closer to retirement, the money choic ...
 
Certified Dave Ramsey Master Financial Coaches providing a fully, well rounded coaching and teaching experience to help you SAVE, INVEST, and PROTECT your hard earned money by self-made, everyday millionaires who have walked the walk. Providing consumer help, how to invest your 401K, and protect your assets and personal information. All free with no sales pitches. Helping everyday consumers save, invest and protect their hard earned money to become financially independent. Saving by becoming ...
 
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
 
The Ask the Experts 401k Best Practices Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
 
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
 
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
 
Life Insurance is the flagship product of MKG Insurance Agency offers auto, home, health insurance and all types of life insurance including term life, indexed universal life, survivor-ship life, whole life, Disability, Critical Illness, Keyman, Buy Sell Agreement, Return Of Premium, 412(e) defined defined benefit plans, 401K, IRA & Irrevocable Life Insurance Trust (ILIT) Contact us today for a free no obligation proposal 866-675-3933
 
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
 
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 ...
 
Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
 
Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
 
Garry Thurman and Tyde McIntosh bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and redu ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. 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 Coaches, can ans ...
 
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Great questions sent into us this week with a common theme around the rising cost of living, war in Ukraine, gas prices, buying a home now with rising interest rates and more. We have received so many positive comments about these episodes. If you have a question for us please email to podcast@rocklandusa.com **This post […]…
 
Should I take money out of my 401k to pay off debt? What are the tax implications of selling my mom’s house? Why are financial advisors paying more attention to my husband? These are a few of the questions we’re answering in today’s mailbag. What we discuss today: 2:30 – 401k debt relief 7:57 – Selling mom’s house 10:25 – Ignoring the wife 11:28 – …
 
Is it better to pay taxes now or pay taxes later? On this episode, Coach Pete D'Arruda talks about the different options you have to invest your retirement savings and the importance of when you invest. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capita…
 
As bear market territory freaked out some investors, YMYW listeners were a bit more chill as Joe and Big Al spitballed on their specific strategies to manage the decline: does it make sense to move to cash inside your retirement account? How do down markets impact Roth Conversion decisions for older investors? What should your asset allocation be n…
 
The idea that the strength of the U.S. consumer may save the economy from a recession is founded on the country’s low unemployment rate and large pandemic-era savings. Today's Stocks & Topics: NVDA - NVIDIA Corp., EA - Electronic Arts Inc., Housing Market, Vanguard Robo Advisor, ELY - Callaway Golf Co., NAPA - Duckhorn Portfolio Inc., MCO - Moody's…
 
Les Robinson, the author of Protecting Your Money from Medicaid & Nursing Homes, says falling is the number 1 way to lose all your money. Find out why he says don't wait until you are in the 5th month of a nursing home before you realize you're in financial trouble. You can follow this show on Instagram and on Facebook. And to see what Heather does…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about Alibaba and other stocks based in China, Walmart and Target, interest rates and more. MarathonMon…
 
If you're within 10 years of retirement, there are strategies that can help you improve your situation--and your peace of mind. Today's Stocks & Topics: VSCO - Victoria's Secret & Co., The Fed Rate Increase, and Money Printing, BLK - BlackRock Inc., AT&T Preferred Share, VTI - Vanguard Total Stock Market ETF, SBLK - Star Bulk Carriers Corp., MAIN -…
 
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. Crypto currencies are in the headlines. Should they be in your portfolio? We will also discuss the various stages of retirement and how to navigate them. If you have any questions call Simon & Simon 800-728-2225. Retirement, Inflation, Crypto, Cur…
 
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. Crypto currencies are in the headlines. Should they be in your portfolio? We will also discuss the various stages of retirement and how to navigate them. If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Inflati…
 
Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs. If you have any questions about your retirement plann…
 
Could the dollar disappear and we become a cashless society? Terry Sacka, AAMS discusses what the warning signs are that may ultimately lead to the demise of the U.S. Dollar's reign. I saw a wave, a dark wave, come over our nation. And it's not just the election, of course, but this program is going to be all in the name RIGGED because when I, and …
 
This week Coach Pete D’Arruda sits down with Chris Gronkowski to discuss his latest business venture. The advisors have crypto on their minds. Coach Pete and Eric Kearney offer their views of cryptocurrency. Brian Quaranta breaks down inflation and its effect on Seniors. Joe Murphy brings some great information about cyber security. Call 800-662-68…
 
Everyone that thinks about retirement will have their own vision for what that will encompass and our job is to help craft a plan that will allow for those dreams to become a reality. Today we’ll run down the different types of retirement plans we often hear from people and what areas of focus come with each. Read more and get additional financial …
 
Financial literacy is key when it comes to building wealth and retiring comfortably. Just because you’ve been a good saver doesn’t always equal success. This week Joe Murphy discusses the importance of financial education even after retirement. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy informat…
 
Ed covers how retirement accounts and dividend stocks can be a great pairing and then goes over some basics to consider as you approach retirement such as time horizon, income needs, risk tolerance, estate planning, and long-term care protection. He also runs down ten things to consider before starting your own small business. You can reach Ed Stor…
 
Fred addresses risk and the proper approach for those near or in retirement. He talks about knowing how much risk you want to take and factoring in the recovery time necessary. Fred also shares a case study and how a particular client’s risk was handled. You can reach Fred Saide by calling 800-593-8188. Money Matters USA See omnystudio.com/listener…
 
Crypto is making headlines regularly, for record highs and record lows. The question is should you have crypto in your 401(k) or IRA? This week Kevin Brucher takes a deep dive into cryptocurrency and offers some tips to navigate what is being called the “new wild west”. To learn more call 800-975-6717. Visit SilverLeafFinancial.com See omnystudio.c…
 
Finally, the much promised episode about ESG investing & retirement plans. Sorry it took so long, but it's definitely worth the wait. Joining me is Jessica Sclafani, director and defined contribution strategies for MFS Investment Management. We start with the not so simple task of defining ESG, then move to how it is being incorporated into retirem…
 
Realizing that wages are not keeping pace with inflation, half of Gen Z and Millennials admit they live paycheck to paycheck. Today's Stocks & Topics: SPSM - SPDR Portfolio S&P 600 Small Cap ETF, The Stock Market Decline, Subprime Borrowers Missing Payments, Elon Musk, JEPI - JPMorgan Equity Premium Income ETF, IEA - Infrastructure & Energy Alterna…
 
What do you need to know about required minimum distributions? Are they inevitable or is there something you can do about them? What we discuss in this episode: 0:29 - Troy and Alan are back together! 1:28 - Do you know what RMDs are? 4:16 - RMD age changed to 72. 9:43 - Can you avoid taking RMDs? 14:38 - What do you do if you don’t need the RMD? G…
 
We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 E…
 
Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales" Links in this episode: YouTube video - What is Tax Loss Harvesting? YouTube video - What is Tax Gain Harvesting? YouTube video - What is Tax Loss and Tax Gain Harvesting? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning D…
 
With some extra cash flow on the horizon, should we look into buying a bigger house, or stockpile the cash for some financial flexibility down the road? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
We are opening up the mailbag today to answer some of our listener’s questions about various financial and retirement topics. Kenneth’s daughter wants to go to a private college, can he justify the large tuition bill? You need to consider the fees, rent, and books you’ll also have to pay for but there are a few options out there you can consider. T…
 
The fear factor is high in crypto markets now and most newer investors have lost money. Today's Stocks & Topics: JNJ - Johnson & Johnson, KO - Coca-Cola Co., NCLH - Norwegian Cruise Line Holdings Ltd., POAHY - Porsche Automobil Holding SE ADR, WELL - Welltower Inc, CIM - Chimera Investment Corp., Interest Rates, Short Term Rates, Special Purpose Ac…
 
Did you recently meet someone new online, either through social media or a dating sight? Francswai Grayson, the communication outreach manager with the Utah Division of Securities, says if they ask you for money -- DON'T give them any. Susan Speirs, the CEO of Utah Association of CPA's, says you also need to be wary of those in positions of trust, …
 
Baked into a downbeat forecast is the belief that economic growth will falter in the world's most advanced economies. Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Buying Stocks During Inflation, Exxon and Shell in Brazil, GT - Goodyear Tire & Rubber Co., STWD - Starwood Property Trust Inc., PLTR - Palantir Technologies Inc., Energy S…
 
Required minimum distributions: how do they work, when do you have to take them, and do Roth IRAs have RMDs too? Plus, were the fellas being misleading when they talked about claiming Social Security early vs. late if you save and invest the benefits? Listen for their rebuttal. When you change 401(k) custodians, is it a transfer, or a whole new pla…
 
An inability to generate pricing power and the reality of tenants who operate on thin margins complicates the landscape. Today's Stocks & Topics: NFLX - Netflix Inc., RTLR - Rattler Midstream L.P., Higher Interests, Value Funds, Tech Space, Options Market, Independent Advisers, JOAN - JOANN Inc., INMD - InMode Ltd., Bond Maturity, ANGL - VanEck Glo…
 
If you can answer these 3 questions, then your retirement plan is on the right track. On this episode, Coach Pete D'Arruda is in the studio talking about how to take control of your retirement income. Also, Coach listens to another story of Brokers Behaving Badly. If you have questions about taxes in retirement, or if you want a second opinion on y…
 
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