Retirement 公开
[search 0]
更多

Download the App!

show episodes
 
R
Retirement Answer Man

1
Retirement Answer Man

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

Unsubscribe
Unsubscribe
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 ...
 
Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Ev ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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/
 
R
Retirement Radio

1
Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

Unsubscribe
Unsubscribe
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.
 
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 ...
 
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.
 
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 ...
 
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith, Brad Lyons CFP® and Matthews Barnett CFP®, ChFC®, CLU® 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!
 
T
The Retirement and IRA Show

1
The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Unsubscribe
Unsubscribe
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 ...
 
R
Retirement Plan Playbook

1
Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

Unsubscribe
Unsubscribe
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.
 
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 ...
 
S
Secure Your Retirement

1
Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

Unsubscribe
Unsubscribe
每周+
 
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 ...
 
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 ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
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.
 
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 ...
 
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
 
Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement.
 
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
 
Loading …
show series
 
Damon Roberts joined pop culture icon Billy Murray and his brothers for the annual Caddyshack Charity Golf Tournament. Damon sat down with the Murray Brothers to talk golf, retirement and single ladies. For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com…
 
Check out Jeremy’s latest podcast on managing your debt by listening on “Apple Podcasts” or “Google Podcasts” or read below for 6 Simple Tips to Save Money and Pay Down Debt. #85 – Whether you’re a 20-year-old college student or a 70-year-old retiree, financial debt is something that can hold back people of all ages. It’s important to manage your d…
 
All this month we have been discussing functional health so that you can ensure your body works well enough to rock retirement. Last week we learned how finding the right exercise plan can help you stay strong enough to do all the things that you want to do when you retire. Today, we learn about the opposite side of the functional health coin: nutr…
 
Does your retirement planning include how you think? Positive views and negative views on aging matter. Yale professor Dr. Becca Levy’s ground-breaking research shows how age beliefs can benefit the aging process, including the extension of life expectancy by 7.5 years. Today’s culture brings a steady stream of negative messages on aging, but you c…
 
Are you fed up with paying state income taxes? Before you pack your bags and move to a no income tax state you’ll want to listen to this episode. Moving to a different state to save money on taxes could cost more than you think. After listening to the retirement headline, make sure to stick around to hear Doug’s question about where to save extra m…
 
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® answer and explain some of the most common questions about Social Security. (add more here) Download "Your Pre-Retirement Checklist". Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagr…
 
The focus of today’s episode is what clients are bringing up and asking about taxes – especially during tax season. I share some of the most common questions and some stand-out issues from this recent tax season. You will gain insight on how to handle certain questions and where you can be delivering value to clients as you discuss taxes.…
 
Did you know that you can legally and ethically avoid paying unnecessary taxes by working with the tax code? With tax planning, you can avoid tax risk. Tax preparation is about being reactive while tax planning is about being proactive all year round every single year. Tax planning years in advance when done correctly, can massively change how much…
 
Opening an IRA or 401K is easy.You fill out some forms, pick your investments and make automatic contributions.There’s nothing complicated about that, right?Unfortunately, there’s a lot more to these retirement accounts ... than most people realize. Discover 5 things you don’t know - but should know - about your IRA and 401K on Retirement Solutions…
 
Episode 373: The Stock Market has been selling off for 6 weeks...here's what I'm doing.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------由John Pugliano
 
The IRS tax code consists of over 70,000 pages - and it changes regularly. And they leave it up to you to make sure the return you send them annually is correct. Today Alan talks taxes and how important it is to not only get things right this year, but also how tax planning for the future can potentially save you hundreds of dollars or more that yo…
 
It goes without saying that “getting your ducks in a row” is critically important when it comes to retirement planning. Are your ducks in a row or does it feel more like you're herding cats? This week we explore different aspects of retirement planning in an effort to help our listeners evaluate and determine priorities. If you'd like to discuss yo…
 
Statistics illustrate that 68% of American retirees fear they will run out of money during retirement. Reportedly, over 50% actually do run out of money. As the elephant in the room, running out of money in retirement is rarely talked about until too late. In this episode Dave Hall discusses the reasons why this happens with Retirement Risk Advisor…
 
No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they…
 
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:47 - What are good investing tips to share with others…
 
Do you ever feel bogged down by all the research before making a big decision? When is research helpful and when is it too much? Read more and get additional financial resources here: http://retirementelevatedpodcast.com Key points: 1:16 - Many do more research for a vacation than retirement. 2:17 - What kind of resources does Sean like? 4:34 - Doe…
 
Your cash accounts should be secure, liquid, and protected. Even during times of uncertainty. This account may sound too good to be true. But, we promise you it’s not. It’s actually only a phone call away. In this episode, J Barry Watts addresses the uncertainty swarming the market and the account he recommends to combat it, ensuring your money is …
 
The following program is brought about by Trivette Enterprises. This information is education not financial advice. Consult a financial adviser before investing. Lead In Comment: Your Retirement Big Story today: Pay attention to dividends for retirement income before and during your “golden years” and your Spanish lesson Mi profesión es… Let’s go! …
 
Jamie Bunce is the CEO of retirement living operator Inspired Villages, a set of later living communities across the UK that have a focus on wellbeing and independence. Jamie is passionate about how retirement communities can help retirees maintain their wellbeing as they get older. He hopes that preventative care will not only better the quality o…
 
Our topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Wor…
 
Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to maximize your satisfaction and fulfillment. For more information and references on material discussed, se…
 
April was a terrible month in the markets, in fact, the NASDAQ is off to the worst start to a calendar year ever! There are lots of reasons to be nervous about the markets, economy, and peace around the world. The one thing you should not lose faith in is your financial plan, these are the times to hold steady and stay the course. That doesn't mean…
 
Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return, and longevity and putting it all together to see if there is money left over to last you the remainder of your life. Although this is a good starting point, it doesn’t take into account any unf…
 
At Cornerstone, we have a lot of different services to help clients with investing. Today we’re talking about investment planning and the self-storage real estate market. Our guest is Rigo Medina, Senior Regional Vice President at Pacific Oak Capital Markets. TIMESTAMPS: 2:40 – Rigo’s background 3:54 – Self-storage portfolio 5:23 – Institutional an…
 
We don’t think as much about birthdays as we get older, but we should all be paying attention to certain ages when planning for retirement. You might already be familiar with a couple of the ages we discuss on the show today but we’ll share a few planning opportunities that many people might not be aware of. What we discuss in this episode: 0:49 – …
 
The older you get, the less you pay attention to the number beside your age, but there are actually quite a few things to look forward to in your 50s, 60s, and 70s. As you reach certain milestone ages, you have a planning opportunities open up and decisions that need to be made. You might be aware of a few of the ages we’ll discuss on this show and…
 
There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/…
 
There are a lot of risks we have to consider when we are planning for retirement. However, one of the biggest risks is longevity risk. We will discuss why longevity can increase your risk in other areas of retirement if you are not proactive and some ways you may be able to protect your plan. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36…
 
A recent USA Today article pointed out three murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if the murky issues are actually that threatening, and what you can do about it if you’re concerned. Read more and get additional financial re…
 
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once …
 
Today I’m sharing details about a (new) popular financial scam. To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself. (Hint: your "complex" password may not be as secure as you think. 😲) If you want to learn about this sophisticated financial scam + tips for protecting your family, this episode is for you. Want to learn …
 
On this week's show, Brian is joined by one of our planners, Neil Fenning, and they're talking tax strategies for retirees. Neil is one of our tax experts. They're going to cover tax saving vehicles and strategies, like a "back-door Roth", and what you can do now while taxes are near all-time lows. You'll also hear about how to use strategies and t…
 
Rampant inflation seems like it’s here to stay for at least a while longer. Everyone’s feeling it at the grocery store, the gas pump, and seemingly everywhere else. In part one of this two-part series, we’ll discuss why it’s happening and dive into how to make sure your retirement plan can sustain your lifestyle, even if costs continue to go up. We…
 
In this podcast Jason creates a hypothetical scenario to explore how long $1 million dollars will last in retirement. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website…
 
Loading …

快速参考指南

Google login Twitter login Classic login