show episodes
 
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.
 
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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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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 ...
 
Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
 
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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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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 ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
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
 
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.
 
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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For Your Benefit

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For Your Benefit

Federal News Network | Hubbard Radio

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Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the rang ...
 
The Exencial Wealth Advisors Spend Life Wisely Podcast with Dave and Sam overviews simple finance tips from advisors with industry experience dealing with retirees, retirement planning, and common planning issues that individuals may face on the road to retirement. They discuss various topics and answer questions on different retirement strategies and ways to maximize retirement savings, minimize debt, and best tax reduction strategies. Exencial Wealth focuses on planning strategies based on ...
 
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
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.
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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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 the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
 
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iRetire4Him

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iRetire4Him

Bruce Bruinsma, Jim Brangenberg, www.RetirementReformation.org

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iRetire4Him is the Mouthpiece of The Retirement Reformation online at www.RetirementReformation.org. We help you make the journey from Retirement to Reformation so you can say, I retire 4 him.
 
A top retirement podcast and longevity planning podcast. Dr. Dorian Mintzer, M.S.W., Ph.D., Board Certified Coach, and Certified Professional Retirement Coach guides you on how to revolutionize all aspects of your retirement transition. This podcast will teach you how to retire with joy and confidence, ready to live the fullest in the second half of your life. In this podcast, Dr. Mintzer interviews a wide variety of experts in various areas of retirement and longevity planning, spanning the ...
 
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Your Retirement Playbook

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Your Retirement Playbook

Joe Clark, CFP with Financial Enhancement Group

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Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
 
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show series
 
Things are changing very quickly in the stock market. So what can you do to enhance your portfolio’s performance in such an unpredictable time? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recent news about housing market interest rates, the consumer price index, and the longer than average downturned stock market.…
 
Part 1 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgage Links in this episode: Replay of the original video with Josh - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
Ongoing market fluctuations have caused many of us to ask some of the same questions in 2022. Are we headed for a recession? Will inflation subside sooner than later? Should the Federal Reserve have moved earlier or has it done too much? I hope that listening to today's episode will help folks understand why there are no simple answers to any of th…
 
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Retirement can span 25-30% of our lives so we wan…
 
Today on The Retirement Café, we are going to discuss how retirement planning is like many things in life. As the famous author Robert Burns once said, “The best laid schemes of mice and men go oft awry," and that statement couldn’t be truer when it comes to a retirement income plan. Contact: https://www.averywealth.com/ 517-783-1695…
 
Given the age difference between myself and my husband, I just want to make sure our financial picture is solid. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (2…
 
We'll explore the concept of spend-down retirement planning and discuss whether or not it might be a good fit for you. Is the 4% rule still a smart rule to follow? What happens if you outlive your funds by spending down too fast or underlive your retirement by leaving too much here? Don't you think it's time to ask the right questions and get hones…
 
Home ownership is the dream of a lot of people. But is your home really the great investment you think it is? Most people won't want to hear this episode. It might make you uncomfortable. But if you're about to buy a home you need to hear this so that you can buy your home for the right reasons. Disclaimer: This material should not be taken as fina…
 
The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast…
 
The current rate of inflation in the US is 8.2 percent, slightly lower than last month but a far cry from the 1.3 percent in August of 2020. We’ve put together some strategies to help you navigate the highest inflation in 40 years while in retirement. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide t…
 
How much does it take for you to meet your retirement goals by age, and what are some common traps your peers fall into? Learn more about how to be wealthy, mistakes to avoid, and exactly what a little extra saving can do for your retirement income. Check out our NEW course, Know Your Number! Watch more exclusive content only on YouTube! Visit our …
 
Given that we are likely in a situation where interest rate hikes will continue to hammer fund prices for half a year or more, how should we be approaching bond funds? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgo…
 
Determining the “right amount” of risk in your retirement can be challenging. This episode explores this topic from a variety of different angles with an emphasis on the differences between risk when saving for retirement versus risk when living in retirement. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize…
 
Whether you are nearing retirement or wanting to buy a new car, taxes are often a big part of the conversation. Thinking through how and when to withdraw from your investments strategically can make all the difference in what taxes you pay afterwards. Today we’ll answer a question that came in about which accounts were best to take withdrawals from…
 
Currently, people are feeling on edge with increased interest rates and inflation. Gas, food, and living expenses have changed significantly because inflation has increased at a faster pace than we have seen in the last 40 years. We have had people ask us how inflation will impact their taxes. In this episode, we are going to answer your question a…
 
When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful resource to follow. Timestamps: Don’t make knee-jerk reactions to short-term …
 
David Plouffe, former President Barack Obama’s campaign manager and White House Senior Advisor, returns for a new season with a deep dive into key states in the crucial midterm elections, and what it will take to win them. Plouffe’s guests are key operatives, local political reporters and independent pollsters, who don’t just have opinions about wh…
 
With a new home purchase on the horizon, should we only put down the amount needed to ensure an affordable mortgage payment? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener dat…
 
In this episode of the Planned Solutions Incorporated Podcast, The US stock market was unable to resume an upward trend in August as the market stalled out at the 200-day moving average trend line. Now the market is trading between its long-term trendline and the low for the year in mid-June. While these trends offer some indication of the market t…
 
We'll explore the various risks in retirement and discuss which ones are worth taking, especially as you approach and live through retirement. Do your risks change as you get older? Is there a way to insure your retirement like you do your house, car, and life? Don't you think it's time to ask the right questions and get honest answers? Join me eac…
 
For many Americans, their home is their biggest asset. There are a few ways to take advantage of the equity in your home without selling. We’ll discuss how to tap the equity in your home, pros and cons of doing so, and why it may not be a great idea. Pre-order our new course, Know Your Number! Watch more exclusive content only on YouTube! Visit our…
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for The Biggest Risk To Your Retirement (Part 2): Inflation. Summary: 104 – How does inflation affect your savings and income? No matter how much we try to predict inflation, it’s just not possible. Our best hope is to prepar…
 
My wife’s mother was diagnosed with Alzheimer’s last year and it's looking like we're going to have to help with the expenses. How will this impact our retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelg…
 
Jim and Chris sit down to discuss/comment on a California listener’s email surrounding a couple elements of his retirement plan and Indexed Universal Life Insurance (IUL) policies. The post Elements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239 appeared first on The Retirement and IRA Show.…
 
David suggests avoiding the shift of everything out of your IRA or 401k into the tax-free bucket because, by doing so, you would then have a standard deduction in retirement that sort of sits idle. $25,900/year is the standard deduction for a married couple. According to David, what you want to do is to be very careful about not converting too much…
 
The Retire Ready Two Podcast is back for season two and just in time for fall. The goal of the podcast is to inspire, educate, empower listeners to take control of their lives and their money so that they can have a life by design. Rather than one by default. This week our guest contributor is Yarelys Tifa, a first generation professional who is pa…
 
This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get into how taxes, your investment account types, the need for a margin of safety, and life span may not agree with your 4% distribution assumption. This episode …
 
Now that I'm a freelancer and my income is starting to grow, I'm wondering what kind of retirement plan I should put in place for myself? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about…
 
Episode Guest: Cynthia R. Green, Ph.D., leading expert in the field of brain health, author, clinical psychologist and founding director of the Memory Enhancement Program at the Mount Sinai Medical Center Episode Description: What do advances in neuroscience, increased worldwide longevity, and the obsession with agelessness of the baby boomers have…
 
September 26, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire.The Inflation Reduction Act was signed into law in August 2022. It provides tax saving opportunities to encourage individuals to invest in clean energy products and to take energy conservation measures. We will discuss what steps individuals must take to quali…
 
If you're investing 25% of your income toward retirement, can you start investing in rental real estate properties? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Get easy…
 
MID-SEGMENT GUEST: Bruce Bruinsma Ministry/Workplace: Retirement Reformation #3 of 3-part series: As we have said so many times on the iRetire4Him Podcast, many retirees know what they are retiring from but few…very few …know what they are retiring to. How can you make sure you are prepared for what’s ahead? Today we are going to focus on 8 questio…
 
Thinking about getting married again? Before you do, it's important to understand the financial implications (that aren't always obvious). Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin’s team at https://www.carrolladvisory.com/ Contact John’s …
 
When we envision retirement, we think more about the things we’ll do to enjoy our time than about the person that we’ll become. My guest today encourages us to change that to spend more time thinking about who we want to be in the future. Dr. Benjamin Hardy is an organizational psychologist, speaker, and author, in addition to being my coach. I hav…
 
With a young son in the mix, and after working in health care for many years, can we ease into retirement and spend more time enjoying life? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more ab…
 
Tax laws are changing frequently, which means a client's financial plan is going to need the ability to pivot throughout their working years and their retirement. This is why comprehensive financial planning should always include a tax planning professional. In fact, to give financial advice without looking at your client's tax returns can be incre…
 
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