Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
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401k Podcasts
The latest business news from the FOX Business Network. Updated hourly from 5 AM - 6 PM ET
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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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.
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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.
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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.
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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.
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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.
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continue reading
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.
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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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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.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests 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. For more informatio ...
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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.
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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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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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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Hosted by Steve Smit, CERTIFIED FINANCIAL PLANNER® and founder of Powerhouse Financial Advisors, this podcast is designed to help employees of large publicly traded utility companies take control of their retirement planning. Steve, author of Power Up Your 401(k), shares insights on maximizing 401(k) options, navigating self-directed brokerage accounts, and creating a secure financial future. Tune in for practical advice, helpful resources, and strategies to power up your retirement! Subscri ...
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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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.
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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 ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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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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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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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 ...
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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 ...
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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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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.
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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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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.
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🚀 Tired of Wall Street’s broken promises? Ctrl Alt Invest is the podcast for accredited investors, corporate warriors, and real estate pros who want to rewrite the rules of wealth. Hosted by Jason Vondersmith (data engineer by day, self-storage syndicator by passion), and James Goodwillie we’re tearing up the traditional playbook and replacing it with strategies that actually work: For Accredited Investors: Discover how self-storage syndication's deliver recession-proof cash flow, tax advant ...
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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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Winning at Life with Gregory Ricks: The Weekly Wrap "Winning at Life with Gregory Ricks” is LIVE Saturdays 10 AM-1 PM CST on iHeart's NewsTalk 99.5 WRNO in New Orleans and 104.9 WBUV in Biloxi. Gregory keeps you informed about what's going on with your money and the financial world. Gregory also helps people with their financial situations through calls, texts from the app, and social media.
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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.
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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Join host Rich Somers, as he interviews top real estate investors, entrepreneurs, and athletes from all over the world to discuss all things real estate, business, and wealth related. His first guests include Tarek El Moussa - real estate investor & TV personality, and Cliff Avril - former Seattle Seahawks player & Super Bowl XLVIII Champion. Rich is an active real estate investor and entrepreneur holding a portfolio of apartment buildings, boutique hotels, and short-term rentals valued in e ...
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America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. 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.
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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If your company has a retirement plan, then this podcast is for you.
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The title says it all.
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Gold & Silver Central is your #1 resource on precious metals. Did you know that due to the tax-saving component, buying gold and silver through your 401K or IRA account is one of the best ways to invest in the precious metal asset class? Sadly, most Americans have no idea how it works or how to get started. And that's where we come in. With over 20 years of experience, our team aims to provide the best information to help you diversify with alternative investments and protect your retirement ...
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials
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46:39
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46:39A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households. Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to …
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6PM ET FOX Business Report 06-03-2025 Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy FOX News Radio
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Rags to Riches - How He Went From Homeless to Apartment Building Mogul | Dan Blackwell E354
1:06:00
1:06:00
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1:06:00From repo’d cars to building a powerhouse brokerage career in Southern California, Dan Blackwell’s story is the kind of grit most people never see behind the polished success. In this episode, Rich sits down with Dan to unpack his journey from being homeless—literally living out of his Tahoe while trying to break into multifamily real estate—to bec…
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"The Payoff is Huge": Jonathan Clements’ Final Initiative to Empower Lifelong Savers - 532
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20:00
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20:00Imagine being told you only have 12 months to live. What would you do with your time? Today on Your Money, Your Wealth podcast number 532, Big Al Clopine, CPA and Executive Producer Andi Last are thrilled to welcome Jonathan Clements back for his fourth appearance. For thirty years, Jonathan has been known for his personal finance writing: in his c…
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How to Avoid Surprises on Capital Gains in Your US Investments
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5:31
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5:31Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizing losses can actually help reduce your tax bill. It’s all about maximizing your investments and avoiding those surprise bills! Get the scoop on navigating cross-border tax reporting, and find out how t…
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How Often Should You Switch Savings Accounts for 5% Yields?
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46:18
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46:18Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table. Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - …
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Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'
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9:09
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9:09Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans. The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme car…
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3 Solid Reasons to Take Social Security at 62!
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12:56
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12:56Are you thinking about taking Social Security at age 62? That’s what many Americans consider when they approach Social Security age, but just because you can take it early doesn’t always mean that you should. Claiming too soon could shrink your benefits for life so it’s not a decision you want to rush to make. If you can check the box on one of the…
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2025 Medicare Changes You Need to Know About
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30:482025 brought with it plenty of changes to Medicare, particularly impacting Part D prescription drug coverage and Medicare Advantage plans. On this episode of the Retire Your Way with ILG Financial Podcast, Dave is joined by Medicare expert Alex Sieler, president of Precise Insurance Advisors as they discuss.…
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Episode 1332: The Weekly Wrap 05.31.25
2:07:35
2:07:35
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2:07:35In this week’s episode, Gregory Ricks dives into the unexpected risks of not having your estate planning in place—with expert insight from estate planning attorney Wes Blanchard. From last-minute will changes to health scares that can derail your financial future, they cover the must-do documents and how to handle things a la carte if life catches …
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Debt Crisis 2025: Experts Warn America Could Be On the Brink
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4:23
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4:23By David & Richard
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After receiving a sizable inheritance, I want to be smart in taking the next steps to ensure my future retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices…
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Send us a text Brian Akers and Paul Franco discuss the importance of starting to save early for retirement. They emphasize the need to maximize workplace benefits, such as 401(k) matches and health savings accounts, and to avoid debt. Brian highlights the significance of financial planning, including understanding one's job benefits and creating a …
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How They Built an 8 Figure Tree House Business From Scratch | Seth & Tori Bolt (Boltfarm Treehouse) E353
1:12:59
1:12:59
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1:12:59What happens when you combine hospitality, design, and a vision for something extraordinary? You get Bolt Farm Treehouse—a viral luxury escape brand that scaled from a backyard treehouse into an eight-figure business. In this episode of The Rich Somers Report, Rich sits down with Seth and Tori Bolt, founders of Bolt Farm, to unpack how they built a…
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With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney…
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More Economists Now Predict Home Prices Will Drop in 2025
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46:37As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy In…
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On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.By Gregory Paul Gunther
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In this episode, Fred Saide discusses the complexities of retirement planning, focusing on the various expenses retirees may face. He emphasizes the importance of understanding which costs may decrease and which may increase, particularly healthcare expenses. Saide also highlights the impact of longevity on financial planning and the necessity of b…
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Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed.
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35:28Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed. He explores the current market turbulence, the implications of national debt, and the importance of having a solid financial plan. The conversation also covers healthcare costs, Medicare options, long-term care considera…
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Want to make your IRA work harder for you? It’s not just a retirement account—it's a powerful platform for building wealth. Learn how to maximize your IRA's potential, avoid common mistakes, and explore strategies that align with your life stage and financial goals. Whether it’s growing your portfolio or making the most of an inheritance, we’ve got…
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In May of 2025, the House passed the "One Big, Beautiful, Tax Bill." It now goes to the Senate for approval. There are many provisions in this Bill that impact pre-retirees or those already in retirement the most.By Daniel J Wendol
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Japan Bond Yield Surge Raises Carry Trade Unwind Concerns
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45:56
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45:56Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - Van…
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Lessons from Omaha: Warren Buffett’s Final Address and Timeless Wisdom
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21:06
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21:06What happens when the world’s most legendary investor announces his retirement? We were there to witness it, and the wisdom he left behind is priceless. In this episode, host Paul Moffett and co-host, Director of Financial Planning Jordan recap their recent trip to the Berkshire Hathaway Annual Meeting in Omaha. With 20,000+ attendees and Warren Bu…
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Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning
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31:12
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31:12Warren Buffett announced his retirement as CEO of Berkshire Hathaway at the company’s 2025 annual meeting — marking the end of one of the most legendary investing careers in history. But his lessons aren’t just for billionaires or portfolio managers. They’re surprisingly relevant for anyone approaching retirement or looking to live more intentional…
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Obviously, your first priority with your retirement savings during your working years should be making sure you’ve saved enough for retirement. But for many people, saving more than enough and leaving a legacy to future generations is also an important goal. And sometimes it’s nice to enjoy using those resources now to help the future generations, …
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How a $20K Investment Built a $7M Micro-Resort | Issac French E352
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1:08:18From a $20k dream to a $7M micro-resort, Isaac French built Live Oak Lake into an Instagram sensation with 150k followers and 80% direct bookings. Rich Somers dives deep with Isaac on building the brand, automating guest touchpoints, and what it takes to create a hospitality experience that’s both stunning and efficient. Get ready for insider strat…
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The Tax-Savvy Way to Win: Capitalize on Market Downturns with Loss Harvesting
23:56
23:56
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23:56Most investors dread market downturns, but what if you could turn losses into long-term gains? There’s a smart, often underutilized strategy that allows you to do just that. It’s called tax-loss harvesting, and when used correctly, it can be a powerful way to reduce taxes and stay invested, even in bear markets. In this episode, Ryan, Ron and Nick …
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Send us a text Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode, Steve breaks down what retirees and …
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Could your obsession with saving be costing you the life you actually want to live? We all know that saving for retirement is important, but sometimes we go too far and forget to enjoy the present. In this episode, Dennis answers a viewer’s question about how to find the right balance between planning for the future and living fully right now. Here…
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Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and worries for the economy amidst recent news. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode, Frank walks through five considerations near-retirees should weig…
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#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices
1:18:04
1:18:04
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1:18:04In this special guest host episode, Mike Powers and Kirsten Ashbaugh from Manuka Financial talk cybersecurity best practices. Links in this episode: Manuka Financial's website - https://www.manukafinancial.com/ Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retir…
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3 Measures of Risk That Affect Your Portfolio
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46:50
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46:50Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar Genera…
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$19 Trillion Power Play: How BlackRock Dominates Wall Street & Your 401(k)
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38:38Think Wall Street’s rigged? This episode uncovers how two “quiet” giants—BlackRock and Vanguard—manage a combined $19 trillion+ in assets and hold majority stakes in almost 90 % of the S&P 500—yet most investors have never questioned their influence. Jason and James trace the playbook from J.P. Morgan’s 1907 panic rescue to BlackRock’s AI engine Al…
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Who do you need on your retirement team and do you have to know everything about it yourself
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19:00
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19:00In this week's episode, we'll discuss the importance of who you rely on in retirement. Who do you need to have on your team? What's the difference between your wealth team and your retirement team? Can you do everything yourself and be sure you have the best plan possible? Isn't it time to get answers to the tough retirement questions now? Join Cer…
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Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources …
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What The "System" Doesn't Want You To Know About the $40 Trillion Sitting in Retirement Accounts | Kaaren Hall E351
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43:58
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43:58What if the biggest opportunity in real estate and entrepreneurship is hidden inside your retirement account—and no one told you? In this episode of The Rich Somers Report, Rich sits down with Kaaren Hall, founder and CEO of uDirect IRA Services, to break down how investors can unlock the $40 trillion locked inside retirement accounts using self-di…
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Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
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26:27Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribu…
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Tax Confusion Simplifying Capital Gains for Cross Border Investors
5:49
5:49
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5:49Ready to stop letting taxes sneak up on you? Capital gains can make or break your investment returns, but with the right knowledge and strategy, you can keep more money in your pocket. Learn how timing your sales, offsetting gains with losses, and watching your tax forms closely can save you big. Plus, get pro tips for managing your U.S. investment…
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Best of Caller Questions - Memorial Day 2025
46:54
46:54
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46:54In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicia…
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What Vets Should Know About Managing Money
31:16
31:16
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31:16This Memorial Day weekend we're bringing you an appearance I made on CBS Eye on Veterans, hosted by Phil Briggs. Phil had me on his show to discuss the vital steps every veteran needs to take if they want to have enough money when they’re older. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on M…
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Dreaming of retirement days? This episode is your roadmap! We'll break down 5 crucial things to plan for, from nailing down your ideal retirement date to understanding your future healthcare options. Tune in and set yourself up for a smooth transition into your golden years.By Anthony J Cangemi and Sr.
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Is your retirement savings at risk? In this episode we talk about figuring out your own personal risk tolerance when it comes to your money and how to properly allocate your assets so they will last.By Anthony J Cangemi and Sr.
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