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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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每周
 
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 ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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每周+
 
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 ...
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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每月+
 
Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your 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.
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
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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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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每月
 
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, includ ...
 
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/
 
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 ...
 
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
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Rock Your Retirement Show

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Rock Your Retirement Show

Kathe Kline and her guests discuss Retirement Lifestyle, not money.

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每月
 
Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
 
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
 
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 ...
 
Are you getting close to retirement and wondering what comes next? Or maybe you’ve found yourself retired and you weren’t really ready for it? You’re not alone … many people have no idea what retirement is going to bring. And the internet is full of financial advice for retirement, but there's not much about what really goes on after retirement. We all know that life doesn’t end at retirement – there’s potentially two or three more decades that we’re going to have to live through. So, the bi ...
 
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show series
 
Got kids? You must be worried with all the news today. How do you protect them and afford their college too? For more information like this, like, subscribe, follow, and get notified. Comment if you like. We love to interact with our followers. Call if you have questions. 919-404-9240. If you have to leave a message we quickly respond.…
 
Episode 402: There’s been a notable shift in Stock Market technical indicators since Friday’s “unexpectedly” high employment numbers.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------由John Pugliano
 
Tokens are the new hot thing in investing…and potentially the future of investing. You hear about new coins being started constantly, and many of them are just fads that have no value behind them. Securitized tokens, however, are a different story. Eric Martel joins Adam Schroeder and Zach Lemaster to discuss his new securitized token, MartelInvest…
 
Damon Roberts and Matt Deaton discuss Tom Brady's retirement (for real this time) and what we can learn from it. Plus, the Fed raised interest rates (again), so what does that mean to our purchasing power? Finally, annuities were popular in 2022, will they remain solid in 2023? For more information on Acute Wealth Advisors or to schedule a complime…
 
Answering listener questions is becoming our favorite episode to record. Today we go back to the voicemail to answer several questions on Social Security. Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” Although this show does not provide …
 
I’m so excited to bring you this interview with Gary Kadi. Gary is the author of one of the best books I read in 2022, Raise Your Healthy Deserve Level. I call this an accidental retirement book because although it is not specifically written for retirees, many topics apply to retirement. Gary has so much to share in this interview. We discuss how …
 
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early. Podcast Episodes Referenced: - Ep 115: What could ha…
 
In this episode returning guest Micah Shilanski shares the steps he has taken to build a tax process that his whole team can help with. Listen in as Steven and Micah discuss how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality. As a bonus, Micah and Steven share details abou…
 
Day Schildkret is an award-winning queer author, artist, ritualist, and teacher internationally known for Morning Altars, which BuzzFeed calls, “a celebration of nature and life.” With nearly 100K followers on social media, Day has worked for close to two decades with thousands of individuals, communities and organizations to help heal the culture …
 
It's going to be very difficult times. Inflation is going up for the next 30 years. And interest rates will be higher for the next 30 years. According to our guest this week on Retirement Lifestyle Advocates radio, Dr.Charles Nenner. In his conversation with your host, Dennis Tubbergen, Nenner says, “you have to be very careful in these markets, an…
 
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Cash Management -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -How to Assess Your Cash Needs and Plan For Inflation (starting at 08:07) -Mail Bag. (starting at 29:15) -A Little Known 401k Plan Option That Could Be a Game Changer. (start…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending. (13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced. (19:00) George asks for additional information on disabled children being able to in…
 
Many questions come up when it comes to retirement planning. On this episode, we delve into a number of these questions and discuss some retirement planning strategies. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSom…
 
As one risk that can multiply the rest by tenfold, longevity is not a force to be reckoned with. Especially as more and more retirees are living beyond their average life expectancy. We should plan for a long life that accounts for retirement being 30, 40, or even 50 years long, so that less retirees are dying broke and can have a safe, happy retir…
 
Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days. And now, we want to help you plan your dream getaway. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a luxury travel agent at SmartFlyer about her insights on h…
 
Congress passed the SECURE Act 2.0 at the end of 2022, and you might have missed it because it was part of a larger bill. Now that the bill is law and many of the provisions have already taken effect, we want to talk through what changes that might mean for your financial plan. From RMD age to 529 plans, there’s something for everyone to be on the …
 
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092由Michael Stewart
 
Today I’m wrapping up our series on Financial Advisors by answering five common questions. Questions such as: How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution? I'm also sharing more about…
 
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. G…
 
Part 4 of a multi-part series on an introduction to investing. In this episode Andy talks about mutual funds and exchange traded funds ("ETFs"); what they are, what strategies they use, how to trade them, how they're valued, tax considerations, etc. Links in this episode: My YouTube video What are Mutual Fund Capital Gain Distributions Facebook gro…
 
We'll explore the changes in YOUR retirement that the new Secure Act 2.0 law, signed in late Dec 2022, will make. Do you know the new RMD ages? What's the deal with Roths? How will the 92 changes this new legislation brings affect you? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE educatio…
 
It's that time of year again...when we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly inaccurate, yet they keep being made, and many keep listening. Click to listen as host Joe Allaria uncovers how these "ex…
 
Hello, and welcome to the Retirement Reboot-cast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book was just published in January , so I invited some of my favorite experts on retirement to join me on the show to talk about some of its key ide…
 
If you want to improve your finances and plan for retirement, it’s good to have a financial advisor. Picking the right advisor can lead to one of the most important relationships in your life. But not all advisors are created equal. In this episode, we’re going to point out some of the people that you might want to stay away from. We’ll share some …
 
On this audio podcast episode, Miguel Gonzalez offers you a brief quiz to measure your retirement savings knowledge. All you need to do is answer TRUE or FALSE. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/COR…
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for The Questions You Need To Ask To Invest Successfully. Summary: [122] – Are you new to investing? Don’t worry. Investing doesn’t need to be complicated, and we have a checklist to help you. In this episode, Jeremy Keil is …
 
In this episode, Ben and Steven sit down to chat about important dates, key documents, and all kinds of things that you need to know while preparing your tax filings for the year. You will get to hear why filing early isn’t necessarily encouraged and what they recommend when it comes to timing your filing. You can find all show notes for this episo…
 
I’m excited about our newest segment, Bring It On with Kevin Lyles. The Bring It On segment will discuss mindset and other non-financial aspects of retirement. In addition to our newest segment, today you’ll hear about the books I read in January and listener questions. Learn how to calculate a decreased benefit when retiring early, which accounts …
 
Last week, the SECURE Act 2.0 was signed into law. What does this mean for you and your retirement? In this episode, we cover the most important changes from the SECURE Act 2.0 that you need to be aware of. These changes include: Age for required minimum distributions Effects on retirement accounts Automatic enrollment Treatment of student loan pay…
 
If you’ve followed the podcast for some time, you’ll know that I’ve spoken with a couple of people from retirement villages about what they offer residents and why people should consider moving in. This week we will hear what it’s like from the inside. I am really pleased to share with you a conversation I had with clients of mine, Nick & Jane Crow…
 
When I talk with new clients about their hopes for their retirement, many say “I just want to retire happy.” But when we explore what that means and what it will take to retire happy, it becomes clear that it’s quite different for everyone. For some, it seems that escaping from full-time work will do the trick. But for many people, it’s not that si…
 
In today's podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the…
 
What do declining stock and bond prices and soaring inflation mean for your retirement income? New research published on safe withdrawal rates from Morningstar indicate a 3.8% safe withdrawal rate. Building on our earlier podcast: Do I Need $1 Million to Retire? We thought it was worthwhile taking a close look at this research and asking the more r…
 
On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well done retirement plan. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know S…
 
The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out. Here’s what you'll learn about on today’s sh…
 
To continue our retirement preparedness list, we pick up where we left off from last time and add five more important things to the list. Are you prepared for retirement? Make sure to review these questions with your financial advisor to ensure your retirement is as successful and stress-free as possible. Here are the questions you’ll want to ask y…
 
Elections have consequences. The electoral decision in November has significant consequences for business owners, retirees, and tax payers. In this episode, J. Barry Watts is joined by Congressman–Elect Eric Burlison from Missouri to discuss how the election has and will continue to impact the money in your pocket. They share their thoughts about t…
 
Kathe Kline, the host of the Rock Your Retirement Show, welcomed Steve Lopez to discuss his book "What I Learned About Retirement... From Some Who've Done It and Some Who Never Will". Kathe and Steve discussed the many variables to consider when contemplating retirement, including financial considerations, identity issues, and creative fields. They…
 
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