Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Successful Retirement Podcasts
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Discover stories from real people who are living out their definition of a secure retirement.
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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.
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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 ...
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The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subsc ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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The Remote Work Retirement podcast helps mid-career professionals and retirees design a flexible, fulfilling, and financially secure future through remote work. Whether you're leaving the traditional workforce, looking for part-time remote opportunities, or building a location-independent business, host Camille Attell shares expert strategies, real-life success stories, and practical tips to help you make remote work work for you. Tune in for actionable insights that bring you closer to the ...
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Teaching Millionaires is a podcast about personal finance, money management, saving and investing for retirement, and the journey to becoming financially independent. Hosted by Rich Smith, the show serves a community of lifelong learners helping them to understand how to become successful with their money.
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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person’s life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person’s life. So, don’t retire; become Repurposed.
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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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.
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Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
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Speak English powerfully using the Effortless English system. Learn English with AJ Hoge, "The World's #1 English Teacher". Learn tips and strategies to improve your spoken English. Learn English vocabulary. Learn about American English and American culture. Be a successful English speaker and international leader!
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
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Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
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Following his retirement from NFL football, Dryer had a successful career as a film and television actor, notably starring in the series Hunter. Don't miss Fred's new show where he gives his brutally honest take on politics
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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 ...
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Rent To Retirement
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Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they discuss many different success strategi ...
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The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a ...
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401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran, Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. Check out timely articles on retiremen ...
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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Alternative Exit is a dedicated to educating small business owners about the possibilities, benefits, and challenges of transitioning to an employee ownership model. There are over 200m SMEs with an owner who will be retiring in the next 10 years, many of which will never find a buyer for their business, forcing them to close their doors. There is an alternative. This show will explore various the different forms of employee ownership and best practices for successful transitions. Each episo ...
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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For those who have money… or want more of it! Join Mindy Jensen and Scott Trench (from BiggerPocketsMoney.com) weekly for the BiggerPockets Money Podcast. Each week, financial experts Mindy and Scott interview unique and powerful thought leaders about how to earn more, keep more, spend smarter, and grow wealth.
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Yield to Reason Podcast | Retirement Income Planning Insights
Brandon Roberts | Retirement Income Planning Expert
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In an era where traditional accumulation strategies often fall short, I've made it my mission to guide you toward a more reliable and stress-free approach to retirement planning. The reality is stark: nearly 51% of Americans worry about outliving their savings, and 70% of retirees wish they had started saving earlier. Furthermore, 55% of Americans worry they won't achieve financial security in retirement. These statistics highlight a pervasive unease about the future. My strategy is simple ...
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A thoroughly human, often funny, glimpse into the lives and stories of successful writers. How they got there, what they've learned, and what you need to succeed.
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Every Tuesday and Friday, tech journalist Kara Swisher and NYU Professor Scott Galloway offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. They make bold predictions, pick winners and losers, and bicker and banter like no one else. After all, with great power comes great scrutiny. From New York Magazine and the Vox Media Podcast Network.
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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Whether you're retiring soon or wondering what to do now that you have retired, you can find the inspiration and encouragement you need to navigate this phase in your life. Imagine your future life filled with exciting explorations, powerful purpose, and meaningful memories. While financial planning and saving money are important aspects of retirement planning, you have more to explore beyond your financial resources. Gain new perspectives, pursue your purpose, and embrace retirement with re ...
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Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to gi ...
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A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
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Focused on bringing raw/uncut positive energy into your life from different perspectives around the world. Connecting a community of doers to be successful in any aspect of life. Itunes/Spotify/Soundcloud
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How the world's top leaders tackle the toughest challenges. In these one-on-one conversations, host Linda Lacina interviews the world's top leaders, change-makers and experts on the solutions they're building to tackle the world's biggest challenges, the habits they can’t work without, and their lessons learned, all from the World Economic Forum.
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The Secret to Midwest Real Estate Success: Akron & Canton Investment Opportunities
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Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academy https://landing.renttoretirement.com/evg-masterclass-replay This episode is sponsored by… IGNITE FUNDING: Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals. https://lp.ignitefunding.com/2025/5mi…
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In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights fro…
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Maximizing Your Roth IRA for Retirement Success
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On this episode of Your Retirement Podcast, Kevin delves into critical aspects of retirement planning, focusing on Social Security decisions, maximizing Roth IRA benefits, understanding economic influences, and creating guaranteed income strategies. The discussion emphasizes the importance of personalized financial planning and the need to adapt st…
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Not Every Retirement Plan Fits Neatly In A Box
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No two retirements look the same, and often clients come in with circumstances that make a cookie-cutter plan impossible. Let’s look at some examples of these more unique and challenging scenarios and explore the solutions you’ll need to successfully retire. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…
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Unlocking the Secrets to a Successful Retirement
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In this episode, Jon DeFeo discusses the common financial missteps individuals make and how to recover from them. He emphasizes the importance of recognizing mistakes, learning from them, and not letting emotions dictate financial decisions. The conversation covers various strategies for building reliable income in retirement, including Social Secu…
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3. The 4 Cs of Successful Decluttering: From Chaos to Calm and Confident
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Wouldn't it be great to enjoy retirement with a fresh perspective and renewed purpose by simplifying your life and living with intention and purpose? Create space for the life you want. Over the years, you've gathered treasures and memories from your unique experiences. Sadly, this collection may have become large, overwhelming you and causing stre…
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Don’t Waste Your Most Valuable Resource: Time
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When it comes to planning for retirement, we often obsess over dollars and cents. But what if the most valuable resource isn’t money at all, but your time? In this episode, Lee shares two compelling client stories that illustrate just how differently people approach time and wealth. One couple clung tightly to their growing nest egg, postponing the…
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The "Big Beautiful Tax Bill": What Dental Owners Need to Know
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Unpack the "Big Beautiful Tax Bill" with Steve Levy, CPA & JD, and Brodie Hough, CPA, and its profound impact on your dental practice. We'll simplify the tax cuts, the boosted State and Local Tax (SALT) deduction cap, the 100% permanent bonus depreciation for equipment, and more. Interested in more info on how to: Earn More, Save More, and Retire E…
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Shift Your Entire Money Game | Homeless to Real Estate Investor in 6 Years with Roger Wesley
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In this episode, Roger Wesley breaks down what most investors miss—and what smart investors do differently. He unpacks his biggest lesson moving into real estate + how conviction, clarity, and communication can transform your career and help raise capital in unexpected ways. Married with 4 kids and counting, Roger is a committed husband and loving …
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Mailbag: Trading Options? Think Again, Captain
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✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ Today’s story is all too familiar: a pilot nearing retirement, intrigued by a cockpit conversation about options trading, only to watch his portfolio nosedive. In this episode, Ryan gets candid about why jumping into options (especiall…
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The #1 Social Security Myth (That Could Cost You Thousands)
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In this episode, Colin welcomes back Social Security expert Hamilton Morales to bust what he says is one of the biggest myths surrounding Social Security spousal benefits- and it’s a costly one! Many people believe a spouse automatically receives half of the other’s benefit. Not only is that often wrong, but misunderstanding the rules could mean lo…
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Alternative Exit #030 | From Ownership to Legacy: Barry Horner’s Journey to Employee Empowerment
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What happens when a traditional exit strategy feels like value destruction rather than creation? In this episode, I sit down with Barry Horner, co-founder and executive chair of Paradigm North, one of the UK's leading financial planning firms. Barry shares his transformative journey from exploring trade sales to pioneering employee ownership in 201…
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How to bridge the $400 trillion retirement savings gap - what leaders can do
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The global retirement savings gap could grow to $400 trillion by 2050 -- a problem that can’t just be tackled by simple saving alone. Meanwhile, we’re living longer and longer, a reality that is changing the way we live in our later years while making it trickier to save. Yie-Hsin Hung, the CEO of State Street Investment Management, will break down…
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Secrets to Successful Loyalty Programs | Tom Burgess
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On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies …
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Five Idle Thoughts of a Summer’s Day, Vol. 2
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As summer in the Northern Hemisphere kicks into second gear, David unveils the second volume in this episodic series. He explores the four types of capital, speaks to the importance of embracing good ol’ “R”eality, brings back an honest-to-goodness pet peeve, and unravels a spool of cool words that rhyme with “Fool.”Grab your lemonade, find a comfy…
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3 Ways to Make Your Kid a Multi-Millionaire
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Want your kids to live like millionaires without sacrificing your own financial future? We break down three powerful ways to set up your children for long-term wealth, plus what parents must do (and avoid) to make sure the money lasts. Then stick around as the team gathers questions from out in the wings, including a spicy question on hiding money.…
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In this episode, Camille sits down with remote work coach Mark Kilby to explore how AI is transforming the workplace—and why understanding it is now essential. From admin roles to project management, every job is being reshaped. But rather than replacing people, AI can become a thought partner, helping you work faster, learn new skills, and stay co…
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The Truth Behind One of History’s Most Misunderstood Men
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Captain William Kidd is one of the most famous names in pirate lore. But what if he wasn’t actually a pirate at all? In this episode, bestselling author and scientist Samuel Marquis joins me to talk about his new book Captain Kidd: A Story of Treasure and Betrayal. Marquis has a personal stake in the story — he's Captain Kidd's ninth great grandson…
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Episode 171: A Deep Dive into Bitcoin Mining with Beau Turner
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This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Beau Turner, to discuss Bitcoin mining, a topic that often gets traction in the media but is often overlooked from an investment standpoint. They go over the process of extracting and converting Bitcoin's value into a form of cash flow. Turner, a cryptocurrency exper…
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The Portfolio that Supports a 5% Safe Withdrawal Rate | Frank Vasquez
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In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by Frank Vasquez, host of the Risk Parity Radio Podcast. Frank introduces the concept of a risk parity portfolio. Rather than relying on traditional stock-heavy portfolios, Frank reveals how strategic diversification across asset classes can potential…
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What the “One Big Beautiful Bill” Means for Your Taxes and Investments
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Send us a text In this episode, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, breaks down the newly signed “One Big Beautiful Bill” and what it means for your taxes, investments, and retirement plan. From permanent tax cuts to rising deficits, George shares key takeaways and practical planning tips for investors and reti…
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MAGA's Epstein Civil War, SpaceX's xAI investment, and Trump's Rosie Threat
1:13:54
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Kara and Scott unpack the MAGA civil war erupting over how the Trump administration is handling the Epstein files. Then, Trump continues to go tariff-wild, now threatening Russia, the EU, Mexico and more, and he's also reigniting his longtime feud with Rosie O'Donnell. Plus, Elon blurs lines between businesses with SpaceX investing in xAI, and Goog…
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Summary In this episode of Financially Fluent, Ray Godleski, Cindi Walters, and intern Gavin Truong delve into the intricacies of Roth IRAs. They discuss the fundamental differences between Roth and traditional IRAs, the benefits of Roth IRAs for various age groups, income limits, contribution rules, and withdrawal regulations. The conversation als…
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The Retirement Wake-Up Call: Is It Time for a Second Opinion?
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Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proacti…
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How the Big Beautiful Bill Impacts Solar & EV Tax Credits, #262
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With the recent passage of the Inflation Reduction Act, also known as the Big Beautiful Bill, significant changes are coming to both solar panel and electric vehicle tax credits. I break down what these changes mean, how they can affect your savings, and what steps you might want to take before these credits disappear. From figuring out if solar pa…
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In this quick but powerful episode of Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting close. Joe breaks down two important terms you always hear: EBITDA — used for bigger companies with management teams. SDE (Seller’s Discretionary Earnin…
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100% Bonus Depreciation Is Back! Maximize Real Estate Tax Savings Now
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Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by… AVAIL, BY REALTOR.COM: Manage your properties with the all-in-one platform for landlords! https://avail.co/renttoretirement BAM Capital: Get access to premium real …
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How one global health leader prepares teams for the toughest scenarios: Gavi CEO
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How does the CEO of an organization brought in to help respond to fast-moving health crises like Mpox and other infectious diseases plan for the unexpected? Sania Nishtar heads up Gavi - The Vaccine Alliance, an organization that has helped vaccinate over one billion children in the world's poorest countries and prevent more than 18 million deaths …
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The Biggest Social Security Mistakes (And How To Avoid Them) with Hamilton Morales
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You’ve been contributing to Social Security for your entire working life, but do you have peace of mind about when to start drawing from it? In this episode, Victor sits down with Hamilton Morales, a Social Security expert who breaks down the real decision points that come with turning on your Social Security benefit. He unpacks some of the biggest…
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1104-Friday Q&A: Investing in Tools of the Trade, Socialization for Children, Financial Support of Adult Children, etc.
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On today's Friday Q&A podcast we discuss: How much should I spend on equipment that makes me money? How do I help socialize my three-year-old child? Is financial support of adult children a good idea? After I'm doing all the basics of good investing, where do I go to find better investment ideas? I just moved to New York City...will I ever get used…
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Ep 489 - Strategic Asset Allocation & Currency Valuation
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8:45
Think your real estate portfolio is secure? Think again. Axel breaks down the hidden impact of currency shifts on your asset allocation strategy—and why your $200K property might not be worth as much as you think (depending on where you live). From Bitcoin's new highs to international real estate value gaps, tune in to learn how global forces silen…
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The Dark Side of Income Investing - What Could Go Wrong With Your Retirement Plan
33:44
33:44
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Send us a text Ready for a reality check? While income-focused investing can be a cornerstone of retirement success, it's not the bulletproof strategy many believe it to be. In this eye-opening episode, host Brandon Roberts pulls back the curtain on the hidden risks that could derail your golden years. What You'll Discover The uncomfortable truth: …
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510: Managing Investment Risk When You've Already Won The Game with William Bernstein
53:36
53:36
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Today, I'm speaking with William Bernstein. Bill is a renowned investment advisor, author, and retired neurologist. He's the co-founder of Efficient Frontier Advisors, a leading voice in the world of personal finance, and the author of several acclaimed books, including The Four Pillars of Investing, The Investor's Manifesto, and The Intelligent As…
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Financial Advisors React to Money YouTubers (Part 3)
18:41
18:41
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18:41
In this episode, we explore the biggest money mistakes most people make - from lending to family to buying flashy cars. We also dive into whether buying a home is actually smart, how to think about debt vs. cash, and why having a simple financial system changes everything. Learn how to build wealth the boring but effective way. Jump start your …
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In this episode, we break down the newly signed One Big Beautiful Bill Act (OBBBA) and what it means for retirees. From the extension of the 2017 tax cuts to new rules around Roth conversions, Social Security taxation, and a brand-new "Senior Deduction"—there’s a lot packed into this legislation. We’ll walk you through the major provisions, highlig…
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In this episode of the A Wiser Retirement® Podcast, we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nancy Mercer, Assistant Dean and Director of MBA Marketing and Admissions, and Dr. Lauren Heller, Dean of the Campbell School of Business at Berry College, for an inside look at how MBA programs have evolved and what…
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When is Safe Money Retirement NOT a good fit for a potential client
18:03
18:03
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In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the excitement of wins and losses in the market, are we a good fit? Is your current advisor a retirement expert? Do you need a retirement expert? Isn't it time to get answers to the tough retirement question…
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Ultimate Retirement: Achieving True Financial Independence
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47:33
In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to live life on one's own terms. The conversation explores practical steps to achieve financial independence, the importance of passive inco…
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Where Planning Meets Purpose: Aligning Your Financial Plan
25:00
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In this essential episode, Ben Taatjes explores how your retirement financial plan should reflect your deeper purpose and calling. Moving beyond investment logistics and portfolio specifics, discover three key elements your financial plan needs to truly connect your money with your mission. Learn how to ensure your retirement resources align with y…
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In Episode 205 of Money Matters USA, Fred Saide discusses the critical differences between saving and investing, emphasizing the importance of both in retirement planning. He explains when to prioritize saving over investing, the role of cryptocurrencies, and how to assess risk in investment strategies. The conversation also highlights the signific…
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Episode 488- Sleeping during Market Volatility
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We want to reassure you that you don't need to watch your investments 24/7 during these turbulent times. In this quick mini-episode, you'll know the importance of discipline and what your investment strategies should be. Let's discuss how to set realistic financial goals and stay committed to them - enjoy! Any questions? *** Grab my 10k/month passi…
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How Much Do You Need for Early Retirement? (How to Calculate Your FI Number)
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What’s your financial independence number (FI/FIRE number)? Are you being too conservative, or are you cutting things close? Do you even have one? Today, we’re taking a deep dive into this hotly debated topic to help you build a nest egg that will support your early retirement! Welcome back to the BiggerPockets Money podcast! How much money do you …
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The Truth About Dave Ramsey’s 7 Baby Steps
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Dave Ramsey’s Baby Steps have helped countless people get out of debt and start saving, but are they still the best way to build long-term wealth? We explore each Baby Step by highlighting where we agree, where we diverge, and why we believe the Financial Order of Operations (FOO) provides a clearer, more effective roadmap to financial success. We’…
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275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
32:31
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Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shar…
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509: Freedom After 50: 7 Practices to Help You Stop Hiding and Start Growing
40:04
40:04
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What if your greatest growth in retirement didn’t come from doing more—but from finally sitting with who you are? Throughout this discussion, we explore the concept of the “shadow self”—the parts of yourself that you may avoid, hide, or ignore—and how bringing light to these areas can lead to true peace and deeper connection in the second half of l…
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Linda Yaccarino Steps Down, Grok's Rant, and Tariffs Galore
1:12:25
1:12:25
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Kara and Scott discuss Linda Yaccarino's exit from X, the major problems with xAI's chatbot Grok, and President Trump’s continued tariff chaos. Plus, trouble at Tesla, a big shake-up at Apple, and Shein's IPO filing in Hong Kong. Watch this episode on the Pivot YouTube channel. Follow us on Instagram and Threads at @pivotpodcastofficial. Fo…
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Welcome to Women Reimagine Retirement, where we explore life’s transitions with wisdom, heart, and a good sense of humor. I’m Pat Casello-Maddox, and today we’re diving into a topic that resonates deeply with many women 55 and older—the empty nest. When the kids leave home, it can be an emotional rollercoaster. Some feel a sense of freedom, while o…
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