show episodes
 
4
401k

1
401k

Brandon White

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In the 401k Podcast we explain everything business owners need to know to set up their company's 401k retirement savings plans, run their 401k plan efficiently, and maximize your 401k savings. Inspired by how much money Brandon realized he could have been saving as a small business owner beyond what general 401k providers said, Brandon set up to get expert 401k advice and in one year was able to save more than $225,000 in his 401k. All legal, but lessor known ways to configure a 401k retirem ...
 
401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.
 
Y
Your Money, Your Wealth

1
Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA

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Weekly
 
“Best Retirement Podcast With Humor” 2020, 2021, 2022, 2023 (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, ear ...
 
Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
 
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.
 
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.
 
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.
 
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.
 
I
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 ...
 
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 ...
 
The 401k Best Practices Ask the Experts 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.
 
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.
 
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 ...
 
Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
 
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, 2020 and 2021 P ...
 
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 )
 
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.
 
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 ...
 
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 benefit plans, 401K, IRA & Irrevocable Life Insurance Trust (ILIT) Contact us today for a free no obligation proposal 866-675-3933 MKG Insurance Agency CDI License #0J03013
 
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 ...
 
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 ...
 
Education is the key to a successful financial future and that's what Michael Loftus of Loftus Wealth Strategies will bring to the table every episode of the Wealth & Wisdom Podcast. Tune in for market updates and more helpful information about how you can succeed in the financial world. Want visuals to go with the show, check out Michael's Wealth & Wisdom YouTube channel at https://www.youtube.com/c/WealthandWisdom and visit https://lwsde.com/ for more ways to connect. #Retire #FinancialPla ...
 
Listen to Johnson Brunetti Money Wisdom with Joel Johnson, Connecticut’s highly acclaimed retirement and investment specialist, and Certified Financial Planner®. 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 underperf ...
 
Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
 
To get to your destination, you must know where you are going. Jeff Foley may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
 
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 ...
 
The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
 
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 ...
 
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.
 
Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or ...
 
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
 
Ready to learn how to be financially rich? Want to eliminate debt, start saving, learn about investing and have some laughs along the way. On The Boss Lady Investor™ Podcast, we interview real women that have faced and overcome (or are working on overcoming) various challenges on their path to financial freedom. Whether it's student loan debt, learning what is in your 401k or getting on your feet after a divorce, these Boss Ladies will show you how they did it. Join us and start building you ...
 
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show series
 
We go over the list of sweeping changes to 401k SECURE 2.0 Act that effects business owners. We explain the changes and how you can save more for yourself and your employees. SHOW NOTES Secure Act 2.0 is Congress’s latest attempt to address America's retirement crisis. Signed into law in late December 2022, this package of retirement reforms aim to…
 
Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S…
 
Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger. Today's Stocks & Topics: Housing Sales, Interest Rates, Treasury Secretary Janet Yellen on Small Banks, Retirement, SWBI - Smith & Wesson Brands Inc., RIO - Rio Tinto PLC ADR, AVUV - Avantis U.S. Small-Cap Value ETF, VVR - Invesco Senior Incom…
 
Should Edith and Archie live off their non-qualified accounts and pay Roth conversion taxes from their 401(k)? How can Johnny from Knoxville do Roth Conversions and stay in a low tax bracket Plus, at age 31, are Shad and his wife saving enough for retirement? What should Tech Chick do with her severance package after being laid off from her tech in…
 
I was really down in 2021 and 2022 because of the pandemic. On a whim I took a horseback riding lesson and fell in love with it. It has made every aspect of my life better! Now I want to know if I can one day afford a horse in retirement? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/pr…
 
Investors need to think about how they’ll generate income in retirement, ultimately, and what kind of risk they want associated with that income. Today's Stocks & Topics: Current Economic Data, Tiger Global, Banks, MSFT - Microsoft Corp., MU - Micron Technology Inc., SO - Southern Co., FNV - Franco-Nevada Corp., Oil Stocks, SPYV - SPDR Portfolio S&…
 
On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover. If you have any q…
 
On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover. If you have any q…
 
During uncertain times, investors may want to own companies that offer some sense of certainty in terms of cash flows and company fundamentals. Today's Stocks & Topics: NYCB - New York Community Bancorp Inc., SAMG - Silvercrest Asset Management Group Inc. Cl A, How to Invest, Bank Crisis, Portfolio Management, PXD - Pioneer Natural Resources Co., C…
 
The collapse of Silicon Valley Bank made headlines for much of the week. What does it mean and should we be concerned? Kevin Brucher takes a deep dive into what happened, why and what we can do to learn from it. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial.…
 
The Silicon Valley Bank failure had the advisors attention this week. We hear from several advisors to hear their take on what happened and how we can learn from it. Coach Pete D’Arruda from Financial Safari is here. Joe Murphy from Wealth Health radio checks in along with Paul Roberts and Eric Kearney. Visit Financial Pizza to learn more. Call 800…
 
Bill and Anastasia discuss how you can prepare financially for traumatic events, such as a job loss, injury, or the death of a spouse. Do single people need life insurance? Is disability insurance necessary? How do you decide who to choose for legal guardianship of your children? What are estate planning tools you need to consider? For questions an…
 
Joe breaks down the Silicon Valley Bank failure and how it could affect us in the long term. Then he shifts gears and talks about what it takes to get all the way through retirement with enough money. That and much more on Wealth Health Radio. Call or text 800-930-5905. Visit MWMFinancial.Tax See omnystudio.com/listener for privacy information.…
 
Fred explains why staying the course is not always the best option. He uses the game show Let’s Make a Deal as one example in pointing out statistics that show how it can be beneficial for contestants to trade their existing prize for what’s behind the curtain. He also points out how it may be wise to look for alternatives when you find your invest…
 
Social Security is running out of money and will struggle to keep paying 100% of the benefits by roughly 2033. Raising the full retirement age up from 67 is one solution to this financial problem. The question is, will U.S. citizens stand for this benefit cut? Will Americans take to the streets as in France in early 2023, where a similar pension ag…
 
We summarize the Tax Credit changes to the SECURE 2.0 Act for business owners so you can make adjustments to your company's retirement savings plans save more for yourself and your employees. SHOW NOTES On December 29, 2022, the Consolidated Appropriations Act of 2023 (HR 2617) was signed into law. The Act includes important provisions affecting re…
 
A retest of October’s lows could add increased downward pressure on WTI crude and energy stocks may struggle given the surplus and weakening demand outlook. Today's Stocks & Topics: First Republic Bank, The Fed Balance Sheet, Retail News, Inflation, CVS - CVS Health Corp., Energy Sector, Commodities, STRL - Sterling Infrastructure Inc., VFC - VF Co…
 
Did you know that you may qualify to apply for Life and Disability protection plan WITH NO PHYSICAL EXAM. By acting now you can take advantage of our “New Life Insurance You Don’t Have To Die To Use”. This will protect you and your family by locking in special low rates for your entire life span, depending on qualifications and medical questionnair…
 
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the basics of Medicare, including Part A, B, C and D, costs, signing up for…
 
Welcome to part two of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different personality types, and we’ll be continuing that theme today with the remainder of our financial personalities. Most people fit into one of 8 personality categories. Find out which one best describes …
 
It’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. On today’s show, here’s some of what you’ll learn: Should I pay off my house or invest money and use investments to pay mortgage? (2:53) Should I do anythin…
 
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. Here are some of the …
 
Summary of the various tax forms retirees are likely to receive at tax return time. Discusses 1099s, 5498's, 1095's and more! Links in this episode: Boomer Benefits Facebook group - https://www.facebook.com/groups/BoomerBenefits Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Educa…
 
Last year I went to Paris for my 30th birthday, and I absolutely fell in love with it, and now I want to move there! Can I make this dream a reality? 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.…
 
Analysts cited a ”‘rapidly deteriorating operating environment” despite regulators’ efforts to shore up the industry. (They say that other institutions with unrealized losses or uninsured depositors still could be at risk.) Today's Stocks & Topics: SCHP - Schwab U.S. TIPs ETF, SVOL - Simplify Volatility Premium ETF, ORI - Old Republic International…
 
We'll explore the high cost of financial anxiety in your retirement years. Is there a way to completely alleviate the anxiety and know for sure that you are safe? Is safety even possible in this day and age? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retire…
 
This week's episode is Part 2 of a 2-part series featuring the incredible Sandy Cook. Last year Sandy sold over $37 million in real estate, making her one of the top producers in her region. In her free time, she owns multiple investments including stocks, hotels, senior centers and more and has run numerous business ventures both solo and with her…
 
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpe…
 
If you are trying to make money through social media platforms, you may be required to sign 'personal conduct clause.' Attorney Desiree Talley specializes in entertainment law and says how influencers conduct themselves in their personal lives can affect how much money they do or don't make. You can follow this show on Instagram and on Facebook. An…
 
The yield curve is inverting, and cash yields look more attractive than they have in years. Today's Stocks & Topics: CPI Numbers, How to Get Rich, CVS - CVS Health Corp., CCL - Carnival Corp., Bond Investing, KRO - Kronos Worldwide Inc., IAT - iShares U.S. Regional Banks ETF, FITB - Fifth Third Bancorp, KRNY - Kearny Financial Corp., AER - AerCap H…
 
Are low-cost mutual funds or ETFs better investments in a tax-advantaged account? Also, more strategizing from that SECURE Act 2.0 529 plan provision, the pros and cons of selling a rental house now or holding it until you pass, and an easy-breezy self-employed retirement account that’s better than a SEP IRA. Plus, will municipal bond income bump y…
 
Three significant banks with heavy exposure to startups or crypto have collapsed or were shuttered in the past week. Today's Stocks & Topics: Shell Patch, Investments, Retirement Rules, PHM - PulteGroup Inc., KEY - KeyCorp, WCC - Wesco International Inc., ASML - ASML Holding N.V., GPK - Graphic Packaging Holding Co., Fed Rates. Advertising Inquirie…
 
5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans. This week we’re focusing squarely on some hot-button issues specifically related to small 401(k) plans, and to help us do that we’re joined by an expert in the…
 
On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios. If you have any questions about your retirement call Elite Income Advisors 800-653-8404. Retirement, Planning, Savings, Roth, Annuit…
 
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