A podcast for growth-minded financial advisors
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CFP® Podcasts
Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Invest smarter, master your money, live & give more
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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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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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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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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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
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Call In Financial Talk Show - Financial Advisor Jayson Thornton, CFP - REACTS! Financial Tips & Scammer News! Mondays, Wednesdays, and Fridays at 10pm EST - CERTIFIED FINANCIAL PLANNER reacts to your Money Questions & Bad Financial Advice. *Disclaimer* Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by calling into the show or submitting a question by email or text. https://www.pocketwatcher.net [email protected] ALL ...
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Invest for a Sustainable Future
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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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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Make money work for you. Join host Patricia Stallworth, CFP® as she tackles sometimes uncomfortable and even controversial money and mindset issues, without financial jargon, that gets to the heart of what you need to know to build a wealthy life for yourself, your kids, and the next generation. Visit www.WiseWealthyWomen.com for more information.
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Invest for a Sustainable Future
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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 ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and 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 on t ...
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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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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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “ ...
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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
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Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Trust. Respect. Results (847) 749-2295 / [email protected]
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Are you a dentist with student loans? Join me, Conor Mahlmann, CFP®, CSLP® and my co-host Jake Courtney, CFP®, CSLP®, on a journey for dentists eager to take control of their financial futures—without the pain of a dental drill! Each episode explores the unique challenges and opportunities in dentistry, offering insightful tips and plenty of laughs (because finance doesn’t have to be boring). From managing debt to smart investing to practice management, we cover everything essential and outr ...
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Episode 522: The Financial Physician June 15 2025
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Mutual Funds And ETFs Explained Is Gold God's Money? Israel Attacks Iran......Is This The Start Of WWIII? Democrats Have Lost Their Collective Minds Marxists Revolution Is Launched And Much More!!!
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Phases of Retirement Spending: Go-Go, Slow-Go, No-Go?
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Air date: 6/11/2025 Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode. Sched…
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Costly Retirement Mistakes To Avoid Before It’s Too Late
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Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think. In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the…
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Marshall Ferguson (@TSN_Marsh) digs into week two with a couple special stats on Nathan Rourke vs. the Winnipeg Blue Bombers as he and Mathieu Betts lead the charge into Manitoba tonight vs. Chris Streveler and the Bombers. Thanks as always to Fox 40 for supporting all things CFP, go to Fox40Shop.com for all your coaching and equipment needs!…
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Why Retirees Struggle to Spend Their Savings | Michael Acosta & Ujae Kang
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Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often be…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the fiduciary duties of a CFP professional. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected]…
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2 Key Questions to Ask a Retirement Planner
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When it comes to retirement planning, two deceptively simple questions can reveal everything: Am I going to be okay? What rate of return do I actually need? In this episode, Nick and Jake unpack what those questions really mean and why getting clear answers can make or break your retirement. From defining what “okay” looks like (hint: it’s not just…
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Advanced Estate Planning Strategies to Protect Your Legacy | Episode 133
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In Episode 133 of Safer Retirement Radio, Brian J. Decker and Marc Knauss, CFP(R) explore a suite of advanced estate planning strategies designed to help you protect, preserve, and pass on your wealth efficiently:State & Federal Estate Tax Planning: Using AB trusts, portability, and lifetime gifting exemptions to minimize state and federal estate t…
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3 Phases of Wealth Building by Age (Where Are You?)
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Are you focused on the right part of your financial journey? In this episode, we break down the three phases of wealth - Make, Maintain, and Multiply - and show how they apply differently throughout life. From starting your career to entering retirement, we’ll help you identify where your time, energy, and money will have the biggest impact. Ju…
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Encore Episode: You Said What In A Client Meeting?!
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One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment especially when it comes to meetings with clients where we aim to deliver massive value. You will hear about the importance of the words you use in meetings as well as what you should be doing to…
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This Economy Has Pushed People into Homelessness - Pocket Watcher Reacts - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- This Economy Has Pushed People into Streets | Homelessness Is Out of Control @tiktokrant https://www.youtube.com/watch?v=kA5BiELRAykAre you looking for ways to improve your financial life? If so, this is the channel for you! On this channel we'll teach you how to live a successful life by learning…
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Inbox Question | The Good Life Abroad: Would We Go?
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Today we answer a question from Chris about The Good Life Abroad and whether we plan to take a trip with the company. We share our thoughts on the concept, what interests us about their offerings, and whether a future review might be on the horizon. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin o…
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220: PandoWealth's 12-Month Onboarding Process with Thomas Meek
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Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboard…
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Episode #3 - Protecting Your Income with Grayson Owen
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In this episode of the Financially Fit Couple podcast, host Matthew Gray is joined by disability insurance expert Grayson Owen. They discuss the importance of disability insurance, the types of coverage available, and how to determine the right plan for your needs. The conversation covers key factors like elimination periods, benefit duration, and …
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Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143
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How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future. In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already …
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The Best Kept Secret for Successful Time Management
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Do you get to the end of the day and wonder "Where did all my time just go?" You're not alone and this week's episode of Money Matters will give you a practical way to take better control of your precious time. This episode was recorded by President Chad P. Wilson of Foundation Bank on June 17, 2025.…
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Buy Now, Pay Later is everywhere, but is it helping or hurting your finances? We uncover the dangerous reality behind BNPL services, how they encourage overspending, and why young consumers are particularly at risk. Then we answer your financial questions about The Financial Order of Operations, down payments, budgeting vs. cash management plans, a…
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E262: Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?
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Tapping into your home’s equity can be a helpful way to access funds for major expenses. However, choosing between a home equity loan and a home equity line of credit (HELOC) can be confusing.By Michael Reynolds, CFP®
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In this episode of The Above Board Podcast, John Kennedy gets real about something most people overlook—the basics. You can’t build wealth if you don’t know where your money’s going. You can’t stay fit if you stop showing up for the small stuff. Whether it's tracking your spending, sticking to a simple routine, or just being consistent, John shares…
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Chris’s Summary: Jim and I continue our focus for Annuity Awareness Month by explaining how fixed indexed annuities work and the regulatory nuances that distinguish them from other fixed products. We walk through their structure, common misconceptions, when they can be appropriate, and how to compare them to MYGAs and buffered ETFs. We also highlig…
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Cross-border money mistakes (and how to avoid them!)
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If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to…
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Over Under: Do we know the average American's finances?
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Think you know the average American? Ross and Dan are about to find out if they do! Welcome to "Over Under," the brand new game on Check Your Balances where our hosts put their statistical savvy to the test. They'll compete in a lighthearted game to see how well they know the wealth and financial habits of the typical American. Send us a text Send …
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Ryan O'Connor - Nintendo, Switch 2, Conviction from Deep Work
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In which I bring you one of the sharpest minds in fundamental equity analysis, my friend Ryan O'Connor of Crossroads Capital. Ryan is a multidisciplinary thinker who combines rigorous fundamental analysis with a lot of of wit and wisdom. In this conversation, we dive deep into one of his ideas, none other than Nintendo. We discuss Ryan’s original c…
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OUT AND ABOUT: Worldschooling: Beyond the Three Rs (Expat Money 290)
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Continuing the interview I gave for Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/joshua-sheats-pt-2/
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People are Giving Up in this Economy - Pocket Watcher Reacts - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- tiktok rants People are Giving Up Because They can't Afford to LIVE in this Economy @tiktokrant https://www.youtube.com/watch?v=-7r79B0q8SA&t=1sAre you looking for ways to improve your financial life? If so, this is the channel for you! On this channel we'll teach you how to live a successful life…
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Stop Worrying About Running Out of Money: Here's What You Need to Do
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The biggest question I hear from people planning for retirement is this: Am I going to run out of money before I run out of life? But here’s the thing, no matter how much you’ve saved, that fear doesn’t automatically go away. In this video, I walk through what the data actually says about your chances of running out of money, where the 4% rule come…
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss who wins and who loses in an inflationary environment Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@Stewar…
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How to get started on your journey to becoming a wise, wealthy woman.By Patricia Stallworth, CFP®
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Episode 16 | Understanding the 2025 Tax Code Changes
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In Episode 17 of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence yo…
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Episode 15 | Should I Pay Off My Mortgage Early?
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“Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the emotional appeal and economic reality of becoming mortgage-free. From first-time homebuyers to retirees, we explore when paying off your mortgage early…
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Episode 14 | Financial Train Wrecks & How to Avoid Them
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At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pi…
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Introduction to W3 and why becoming a W3 is so important in today's everchanging world.By Patricia Stallworth
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A "Simple" Financial Plan, Financial Planning by Decade of Life, and One-Time versus Long-Term Plans
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Dr. Dan & Daniel discuss what financial planners think about when presented with a "simple" financial plan. They then move to how financial planning is focused on a decade-by-decade basis for many people. Finally, they wrap up on the question of the value of a one-time financial plan versus a long-term financial plan. To learn more about financial …
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The Internet Got It Right? Money Advice We Actually Agree With
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We’re reacting to viral money advice from some of our favorite YouTubers. We'll help you separate hype from wisdom. From Roth IRAs to compound interest to debt strategies, this episode is full of entertaining, insightful breakdowns that can transform your financial future. Jump start your journey with our FREE financial resources …
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In this episode, Micah and Jarvis discuss the concept of niching in the financial advisory space, exploring its importance, the distinction between advertising and marketing, and the journey of finding and developing a niche. They emphasize the need for advisors to understand their clients deeply, build trust, and take actionable steps towards esta…
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What You Need to Know About Medicare Part D Changes
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the important and often confusing world of Medicare Part D with Medicare expert Shawn Southard. With the implementation of the Inflation Reduction Act Medicare provisions in 2025, significant updates have changed the way Medicare drug coverage works, especially for those …
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The Father of the 4% Rule - an Interview with Bill Bengen
21:51
21:51
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If you've been anywhere close to a retirement podcast over the last 10-20 years, you've heard of the 4% rule. And like many people, you might have questions about it. We're going to hear about it directly from the horse's mouth as we talk to Bill Bengen, who first articulated the 4% withdrawal rate as a rule of thumb for withdrawal rates from retir…
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What do Enron, Lehman Brothers, and GE have in common? They were once Wall Street darlings, until they weren’t. In this episode of Five Minute Finance, Mike Morton and Matt Robison unpack the hidden danger lurking in many portfolios: single-stock concentration. It feels great to ride a stock like Apple or Amazon to new highs, but if more than 10% o…
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Retire Ready Part 2 builds on the foundation from Part 1, diving deeper into the strategies that can help you achieve a secure and stress-free retirement. In this video, we’ll explore advanced planning techniques, including tax-efficient withdrawal strategies, Social Security optimization, and ways to protect your assets from inflation and market v…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash life insurance. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calli…
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Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
1:21:33
1:21:33
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Jim and Chris address questions on Social Security survivor benefits, unreimbursed HSA expenses, SPIA funding from multiple accounts, and Fixed Indexed Annuity details. (7:45) Georgette asks whether drawing her own reduced Social Security benefit at 62 will affect her ability to switch to her deceased husband’s full survivor benefit at age 67. (23:…
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Learn from budgeting expert, Zach Whelchel! Website: MyBudgetCoach.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.By Cody Garrett, CFP®
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Politics and Planning: What’s the Right Balance for Advisors?
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17:15
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In this episode, we’re taking a surprising cue from Hamilton to explore a common challenge for advisors: how to handle political conversations with clients. Should you speak up like Hamilton or hold back like Burr? There’s no one-size-fits-all answer—but the key is staying grounded in your role as a guide, not a commentator. When clients bring up p…
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Why the 4% Rule Could Be a Risky Move in Today’s Market | Episode 132
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Is the 4% rule still safe in a flat or volatile market? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray explain why traditional income strategies—like the 4% rule or “living off the interest”—may no longer work in today’s retirement landscape.You’ll learn:✅ How to build a laddered income plan using principal-guaranteed accoun…
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Which Retirement Accounts Should You Withdraw from First?
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You’ve climbed the mountain and now it’s time to come down. In retirement, the question shifts from “Where should I invest?” to “Which account do I take money from first?” It’s not just about risk, but timing, taxes, and long-term flexibility. In this episode, Nick and Jake walk through the three major account types, pre-tax, Roth, and after-tax, a…
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The 6-5-4 Strategy: Creating Your Retirement Paycheck (108)
16:17
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The 6-5-4 bucket strategy can transform your retirement savings into a sustainable income stream while maintaining long-term growth potential. In today's epsiode I dive into this on more detail: A simple yet powerful approach that creates a clear withdrawal plan that provides both financial security and peace of mind during market volatility. • Cal…
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