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Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
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 ...
 
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.
 
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 ...
 
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 ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
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.
 
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.
 
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/
 
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 ...
 
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 ...
 
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
 
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.
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
Catch Retirement 360 with Alan Mercurio, Kentuckiana's highly acclaimed retirement and investment specialist. 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 Coach, can ans ...
 
Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, ...
 
Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself. Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make. Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients und ...
 
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show series
 
Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America." Specifically, I'm sharing: What they are Why successful retirement savers might NOT be racing out to buy them Who they might be a good fit for If you're interested in learning about a safe investment designed to combat inflation, today's episod…
 
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire life and now retirement has been thrust upon them. And while they think they're doing okay, they just aren't sure. There's so much to know and by their own admission, they don't know what they don't kn…
 
To celebrate the 100th episode of The Retirement Wisdom Podcast, we’ve invited three special previous guests for a panel discussion on the challenges retirees face today, how to age wisely, and retire happy. We are grateful for all our guests who’ve shared their insights and wisdom on our retirement podcast – and to you, our listeners. We discuss: …
 
Feels like we spend every week talking about inflation and for the 4th month in a row, inflation continues to rise. Inflation affects our daily buying power but are we making a bigger deal about inflation that we should be? Plus, even if you are confident in your retirement plans, there are still benefits to having an advisor. For more information …
 
Steven’s guest this Monday is financial advisor Ethan Pepper. Steven and Ethan discuss a client with a complicated tax situation: she is a dual citizen of the US and Italy, she's got multiple forms of equity compensation and she's recently sold a house in Italy. Are you interested in content that provides you with action steps that you can take to …
 
What do you think about senior living communities? Would you want to move to one? According to a recent WSJ article, occupancy in senior housing is on the decline despite the fact that baby boomers are aging and more of these communities are springing up all over the country. In the retirement headlines segment, we’ll take a look at the reasons for…
 
What we learned as a teenager, a college student, a mature adult, a parent, and citizen intertwines and forges a strong yet pliable state of mind.We can afford the time to sit back and consider. A retired state of mind emerges that gives us the most comprehensive picture of the world we will ever have.…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, reserve funds, ACA tax credits, and leaving an IRA as inheritance. (3:15) Georgette from New York looks for advice on when to claim her own Social Security benefit and when to file for a spousal benefit. (21:00) Georgette from New York asks a second question about ho…
 
This week's retirement reading is from Think Advisor, titled Kitces: The Big Problem With ‘Risk Tolerance'. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/226. Show Notes: RetireWithPurpose.com/226 Rate & Review the Podcast: RetireWithPurpose.com/rev…
 
Retirement and what retirement means has changed over time and as a result you've probably heard “It's not your Father's retirement anymore!” This week we discuss a variety of retirement topics and challenges. As you listen in, think about your own situation and whether or not rethinking a few things may be in order. Glenn is available for in perso…
 
Ever wonder what you should keep or what you can toss? Let’s discuss your important financial documents and how long you need them. Read more and get additional financial resources here: https://wp.me/paeqsR-cS What we discuss on this episode: 0:26 - Sean’s enjoying summer time. 1:11 - What tax documents should you keep on file? 2:59 - What healthc…
 
Tax planning is one of the most crucial parts of putting together a wholistic retirement plan. Taxes may enhance, or destroy a retirement depending on how you plan for them. Sean talks all about some tax efficient strategies and ways you may be able to utilize them on today's show. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone …
 
When retirement planning, you may have to make decisions regarding your finances such as which pension package to take or how to plan for long-term care. Eric answers three questions from the mailbag in today’s podcast. Read more and get additional financial planning resources: https://petersonfg.com/mailbag-do-i-need-long-term-care-insurance-if-i-…
 
We have heard for years how important it is to invest in the stock market. But some people don't know the exact reasoning to do this. Richard will talk to us about the different risks you may be able to minimize by putting money in the stock market and how impactful it can be in a retirement plan. Show Notes: Retirement Rescue TOOLKIT: https://bit.…
 
In the financial red zone, your last few years before retirement are crucial to get it right. Just like in football, during that final stretch before the end zone you want to make sure there are no major mistakes are errors. On today’s episode of the podcast, Alan and Troy coach you through this area in your financial life. Read more and get additi…
 
The last thing anyone wants to do in retirement is worry. This time in your life should be stress-free and spent however you’d like, but that can be disrupted if your financial plan hasn’t been thoroughly constructed. So how do you do that? Well, it starts with a good advisor who can help you take the steps to build a comprehensive plan, and that’s…
 
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the ass…
 
The pandemic has given us all a new perspective on our lives and our work. I think that’s a big reason why we’ve had a number of our clients at Keen Wealth ask us about early retirement scenarios this year. After a year of locking down, missing friends and family, working from home, and in far too many cases, losing loved ones, folks want more than…
 
Since expenses are one of the most important factors in determining whether your retirement will last, make sure to tune in so you can be well prepared for some costs that might actually go DOWN in retirement. You can also learn how to lower your tax expense in retirement by picking up my book The Retirement Tax Bomb, available at freeretirementboo…
 
When it comes to creating your retirement withdrawal strategy there is no one-size-fits-all solution. You have to determine what is right for you. That’s why we have been exploring different withdrawal strategies this month on the Retirement Answer Man show. If you missed the last couple of episodes go back and listen to learn about the safety-firs…
 
https://www.einsteinretirementworkshops.com/Einstein Retirement Daily, its content, and its presenter are not giving specific tax, legal or investment advice. If you hear something in our show that causes you to want to take specific action, please consult with the appropriate professional who knows your specific circumstance before taking any acti…
 
A diagnosis of dementia can be scary, not just for those suffering with the disease, but those close to them too. As the dementia progresses, communications skills can be lost and the loved ones surrounding the dementia patient often wonder how they can communicate with their loved one. Dr Jane Mullins has spent her career working with people who h…
 
In this episode of Women's Retirement Radio, I'm joined by Paulette Rigo of Better Divorce Academy. Paulette is a Certified Divorce Coach and Mediator who helps women make it to the other side of divorce stronger, emotionally empowered, and better financially prepared for the future. In our conversation, we discuss Paulette's background and persona…
 
Episode 332: Don’t fall for the hysteria that Wells Fargo’s recent action to end personal lines of credit loans is the “tip of the iceberg” and that the US banking system is about to collapse. It’s all nonsense designed to fool the gullible.------------------------------------------------------由John Pugliano
 
Economist, author, and retirement expert Tom Hegna joins us to share his expertise on handling finances and preparing for retirement. Find out how he helps people solve complex financial problems using easy-to-understand words. Read more and get additional financial resources here: https://www.cornerstonevegas.com/ep-13-paychecks-and-playchecks-aut…
 
This is the 8th Episode and the end of Season 1. The first 8 Episodes have been focused on the PG&E 401(k). Today, I will cover the different ways to manage your 401(k) investments. Then we'll discuss your options if you have a 401(k) from a former employer. How you manage your 401(k) can be a frustrating subject. So why is it people struggle with …
 
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. This factor varies from person to person, so it's vital to get your risk tolerance and capacity customized to your wants and needs and not just thrown into a one-size-fits all plan. Brent., Matthew, and Joshua talk about the considerations they g…
 
On this show, we want you to look at your finances in a different way: visually. Research shows that many people learn and understand concepts better when they can see them in a visual format versus in other ways. So Brent and Dan are going to break this down today and discuss some of the tools they use to present information visually. Contact: htt…
 
The planning methods and your parents used likely won’t get you to where you want to be in retirement today. So much has changed over the past 20-30 years that make it harder on pre-retirees today. Let’s look at how planning has shifted and what you need to be aware of with your finances. Read more and get additional financial resources here: https…
 
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask. What we discuss on this episode: 0:42 …
 
When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why. Read more and get additional financial resources here: https://wp.me/paeENs-ca What we discuss on this episode: 7:15 – Taxes 8:54 – Health care 9:54 – Legal 11:13 – Assets and debts 12:55 – Other documents…
 
Every single person is unique, and with that, comes a unique level of risk tolerance within their portfolio. In this episode, J Barry Watts and Eric Burlison discuss risk and volatility as it pertains to your portfolio, and how you can understand what your own personal risk tolerance is. Barry and Eric use examples of how the market has behaved in …
 
Non-retirement investments are “non-qualified,” meaning that you're investing with after-tax dollars and are not subject to any special tax treatment. In this episode, The Retirement Solution’s Tyler Lively navigates the path of investing with non-retirement funds. All this while highlighting the role of retirement, taxes, ETFs, and mutual funds wi…
 
In the second installment of Rate My Retirement, Dan showcases the retirement portfolio of a retired teacher from New Jersey who has some decisions to make! Listen as Elizabeth joins Dan on the podcast to discuss her various retirement planning options live on the show. In real time, Dan analyzes her situation, breaks down the numbers, and provides…
 
Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT.The post Reduce Capital Gains Tax on the Sale of Your Business appeared first on Retirement Income Center.…
 
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