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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Success in the New Retirement

Damon Roberts, Matt Deaton

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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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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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The Retirement Summit

Summit Wealth Strategies

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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and service ...
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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop. JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably. Don't miss an episode! Subscribe and follow. Learn more online at Belmont-Capital.com or on social: Facebook, Ins ...
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Corey Hodges is the owner and founder of Fortified Futures Wealth and Retirement Advisors. Corey and his team focus on wealth management and retirement strategies. “Fortify Your Future” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Listen to “Fortify Your Future Radio” Saturdays at 11:30 a.m. and Sundays at 8:30 a.m. on News Talk 94.5 WPTI!
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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Empower Your Retirement

Frank and Frankie Guida

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Welcome to Empower Your Retirement podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexities ...
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The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Good For Others highlights positive change-makers from various charities to inspire and motivate people to volunteer and get involved in their communities. With interviews of major philanthropists, nonprofit leaders, and incredible volunteers, we share stories about how nonprofits are solving critical needs throughout the world.
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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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Innovate for Impact

Dan Bentley and Tracey Newman

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A podcast for leaders in the social sector who want to deliver more impact through innovation. Each week we deliver tips on how you can be more innovative and speak to leaders from across the sector to share best practice.
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When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
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Let's face it, achieving great business results as an entrepreneur is rarely accomplished alone. There is always someone out there that can solve problems faster and easier than you can. What if you could leverage a strategic partnership or creative collaboration to accelerate the growth of your business? This show is all about how Chuck Anderson and his entrepreneur friends have leveraged partnerships and collaborations to increase our business results and make a BIG positive impact on othe ...
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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The Collaborative Partnerships for Broader Impacts Design project aims to assist higher education institutions and informal science education organizations to develop robust partnerships through the design of education-based Broader Impacts. This podcast is our way of sharing key insights and lessons learned to support our university and science center colleagues in their endeavors to achieve broader impacts through partnerships around public engagement with science. All resources mentioned ...
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On Scaling Impact we’ll interview leaders in strategy and impact at mission driven organizations that have dramatically increased the level of impact at their organizations.
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Hello. Welcome to LocalLink Hub’s podcast, a show with local impact for global change. Locallink Hub is the localization and partnership initiative for Terre des hommes. Local Link Hub is a global online platform that provides free e-learning and capacity development resources for local and national actors. Through this platform, Terre des hommes aims to contribute to a power shift to localize aid, making the provision of aid more equal and sustainable. We support our local partners to becom ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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The South Asian American Justice Collaborative ("SAAJCO") is a civil rights and legal services nonprofit dedicated to advancing the civil and human rights of the South Asian diaspora in the U.S. through Direct Legal Services, Community Engagement, and Impact Litigation. SAAJCO, in partnership with the South Asian American Policy & Research Institute (SAAPRI), presents the Engaged Communities Series—a multimedia initiative running from April 2025 to March 2026. This series features monthly we ...
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Each of our podcasts discusses one episode of ”The Bond” TV show, which interviews experts in nature and sustainability topics. We discuss the impact on nature, our environment, our community and how the topics covered in the show impact our lives and relationships. From falconry to military jets, NASA, cow therapy, dog training, cat breeding, rescue shelters, spearfishing, and PTSD therapy dogs kayak with veterans...all these experts have some way they impact us. Join us for engaging topics ...
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Projectified

Project Management Institute

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Projectified[R] is your guide to the future of project management. Created by Project Management Institute, this podcast is for people who lead strategic initiatives and collaborate on teams to deliver value to their organizations. It features dynamic thought leaders and practitioners who share their real-world experiences and expertise to inform, inspire and prepare you for success.
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Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
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Access Partnership

Access Partnership

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Access Partnership is the world’s preeminent tech advisory firm. We’ve been helping leading tech companies navigate complex regulatory challenges and expand their products and services to new markets since 1999. In this time, we’ve also worked closely with governments to offer advice on creating policies and regulations as the landscape continues to change with new and emerging technologies. Through two decades of experience, Access Partnership has developed effective and proprietary process ...
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It Won't Happen to Me

Impact Teen Drivers

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Car crashes are the number one killer of teens in America, but many of us feel like it won’t happen to us. It Won’t Happen to Me is a podcast series produced by Impact Teen Drivers in partnership with the Office of Traffic Safety and the California Highway Patrol. Learn more about Impact Teen Drivers, our mission, and our programs at ImpactTeenDrivers.org.
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The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing, Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their l ...
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The TechAfrica News Podcast

TechAfrica News (www.techafrica.news)

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The TechAfrica News Podcast delivers unfiltered conversations with the leaders and innovators driving Africa’s Digital Transformation. We focus on the core forces reshaping the continent: connectivity and infrastructure, emerging technologies, digital health, financial inclusion, and the evolving tech ecosystem. Each episode offers clear-eyed insights into the breakthroughs and challenges defining Africa’s digital landscape. Expect candid discussions, expert analysis, and real stories that r ...
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News, views and tips from the world of marketing automation. Learn what’s going on with vendors such as Marketo, Hubspot, Pardot, SharpSpring, Keep, Act-on and many more. Mike and Hannah discuss the latest from marketing automation vendors and analysts, providing context to the newest features, latest tools and regulations that impact marketing automation professionals. They also share tips on how to improve your marketing automation campaigns.
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Deep-dive conversations with philanthropists, CSR professionals, and nonprofit thought leaders from across the Arab region. Shaping Philanthropy is brought to you by Circle, a partnership between Philanthropy Age and Pearl Initiative, and is supported by the Bill & Melinda Gates Foundation.
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On the HealthChangers podcast, presented by Regence, we share real-life stories and expertise from leaders who are working to make healthcare simpler, personalized and more affordable.
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Business Ethics, Walk the Talk

The Business Ethics Alliance

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Welcome to the show, where we explore the world of business ethics and how it can benefit companies, employees, customers, and the world. Hosted by Blake Peterson, a licensed financial planning expert based in Omaha, Nebraska, and a passionate advocate for ethical leadership. From startups to established corporations, we feature guests who are leading the way in ethical business practices. We believe in a better way of doing business, and we're here to showcase the power of ethical leadershi ...
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On this week's episode: Have the markets hit their low point? Are you moving money or riding this out? Death by 1,000 financial cuts. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystu…
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On this episode: In retirement, should you be in the stock market at all? THIS could cost you $300 thousand or more in retirement. Uncle Sam looks at your 401(k) like a big juicy steak. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener f…
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Join us for an essential discussion on understanding your rights when interacting with law enforcement and immigration authorities. Whether facing a police stop, an ICE encounter, or another law enforcement interaction, knowing your rights can make all the difference. Legal experts will provide clear, actionable information to help you stay informe…
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In this first episode of the Engaged Communities Series, moderator and civil rights attorney Sufyan Sohel leads a timely discussion with Amol Sinha, Executive Director of ACLU of New Jersey whose chapter is currently involved in the Mahmoud Khalil's high-profile immigration case and Kalpana Peddibhotla, Executive Director of South Asian American Ju…
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If you are a first responder or a vet or even a family member, you can join the Heroes on the Water program which helps you bond with nature by allowing your dog to kayak with you. Be as "alone" or "with people" as much as you want to be. Healing is a choice. Want to see the original Video Interview of The Bond? Arabic: https://youtu.be/vXHg4-sMXgM…
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In an industry marked by rapid technological change and fierce competition, South Africa’s telecom sector faces complex challenges—from constrained cash flows to the persistent digital divide across the continent. For Cell C, a key player in this market, overcoming these challenges requires more than quick fixes. So, how does Cell C navigate these …
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Africa’s digital future holds immense promise but faces challenges. Fragmented policies, outdated mindsets, and uneven access threaten to stall progress just as emerging technologies like AI offer unprecedented opportunities. The critical question is no longer if Africa will transform digitally, but how it can harness AI, build a unified digital id…
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South Africa has no shortage of tech innovation, talent, or potential. But what if the real roadblocks to digital transformation aren’t technical—but systemic? Outdated policies and misplaced priorities may be slowing down the nation’s digital future. How can the country overcome these to lead in connectivity, economic growth, and tech inclusion? I…
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"Money alone is not the solution to the challenges we have today. The solution is to get us to change how we how we act.” That is one of messages shared by Maria Ahlström-Bondestam, a fifth-gen Finnish philanthropist, during her interview on Shaping Philanthropy. Speaking down the line from Helsinki, Maria shares her family’s journey into philanthr…
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Kevin Curtis, clinical operations director at the Mental Health Crisis Care Center, and Dr. Mike Franz, executive medical director for behavioral health at Regence, talk about the new crisis care center in Utah and what it can teach us about how to best address the national mental health epidemic.
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My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…
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This special episode of the Financial Straight Talk podcast introduces us all to Lucas Kalin. He's 19 and working in the financial industry?? Plus, he tells us what it's like working with Jim Fox. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | Facebook See omnystudio.com/listener for privacy …
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Ken Tumolo discusses the critical aspects of preparing for retirement, highlighting common regrets and the importance of financial planning. He emphasizes the role of annuities in providing lifetime income and addresses misconceptions surrounding them. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his so…
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This week on Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding hidden fees in financial portfolios, the value of transparency in financial advising, and the mindset needed for a fulfilling retirement. He emphasizes the need for a customized retirement blueprint to ensure financial independence and confidence in …
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This week on Retirement For Living, JoePat Roop discusses the role of gold in retirement portfolios, the complexities of annuities, and the importance of a personalized retirement roadmap. He emphasizes the need for secure income in retirement, the potential risks associated with gold investments, and the critical role of Social Security in funding…
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John Blanchard discusses various aspects of retirement planning, including the timing of required minimum distributions (RMDs), the impact of market volatility on investments, the revised 4% withdrawal rule, signs that it may be time to change financial advisors, and the importance of tax planning in retirement. He emphasizes the need for personali…
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When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio…
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Are you emotionally ready to retire and confident in your savings? Many people wonder if they can retire successfully, but it goes beyond financial readiness. Abe Abich dives into five essential considerations for retirement: emotional preparedness, financial stability, lifestyle planning, handling asset distribution, and aligning with your spouse'…
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Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasize…
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In this episode, Jim Cipriotti discusses the current state of retirement planning amidst market volatility, focusing on the implications of bond market trends, the role of target date funds, and the increasing popularity of annuities. He emphasizes the importance of making informed financial decisions rather than emotional ones and provides insight…
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Are you truly ready for retirement? Jon Hicks dives into the emotional and financial aspects of retiring, emphasizing four crucial elements: emotional preparedness, sufficient savings, managing portfolio depletion, and discussing plans with your significant other. These factors are vital in determining whether you can retire now or need to wait. Pl…
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In this episode of the Savvy Investor Podcast, Katherine Groce and Samantha Nash discuss the complexities of tax strategies, retirement income, and investment planning. They emphasize the importance of understanding market volatility and how it can present opportunities for long-term investors. The conversation also delves into the psychological as…
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Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife We all were saddened by the shocking deaths of actor Gene Hackman and his caregiver wife Betsy. In this episode of Countdown to Retirement, Gregg MacInnis talks about the legacy planning strategies we can learn from the tragedy. Caregivers who look after loved ones ca…
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Retirement planning can feel like a roller coaster ride, especially in turbulent markets. It's crucial to adapt investment strategies as you near retirement to ensure stability. Frank and Frankie Guida share insights on how to manage investments during turbulent times, the necessity of portfolio reviews, and a real-life case study illustrating the …
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Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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In this episode, host John Valencia sits down with Tonya Torosian, Chief Executive Officer at Promises2Kids, a nonprofit organization dedicated to supporting foster youth in San Diego County. Promises2Kids provides critical services like emergency shelter, college scholarships, and mentorship programs to help children heal from trauma and build a b…
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In this episode, Tracey Newman and Dan Bentley speak with Rohan Feegrade, the CEO at Lutheran Care. This discussion explores the organisation's innovative approach to social services, highlighting their strategic focus on creating systemic change through collaborative partnerships and holistic support across child protection, homelessness, and alli…
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Send us a text The 2025 NFL Draft has delivered one of the most stunning storylines in recent memory as Shadeur Sanders, once hyped as a potential #1 overall pick, fell dramatically to the Cleveland Browns at pick #112. This represents potentially the largest draft stock plummet in NFL history, surpassing even Aaron Rodgers' famous drop to #24 back…
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On this week's episode: Are you prepared for market ups and downs in your retirement? Gold: A Safe Bet or Risky Gamble? Why You Might Pay More Taxes in Retirement Retirement isn't just about finances; it's about creating lasting memories and joy. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even mo…
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On this week's episode: Is Chasing Stock Gains Worth the Stress in Retirement? The Power of Roth Conversions Annuities: The Missing Piece in Your Retirement Plan? Are Your Retirement Dreams Getting Lost in Market Noise? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouT…
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This Think Tank helps gather philosophers and develop ideas to make life better. You would be surprised to learn how they influence the way we enjoy our nature spots. Watch the full interview for free on Youtube in your favorite language: Arabic: https://youtu.be/3kGvF3vW1jA Spanish: https://youtu.be/IsYpOXzD-Y8 Italian: https://youtu.be/O08ApTB3QO…
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In this episode of the Collaborators Unite podcast, Chuck Anderson interviews Rob Lange, known as the Expert Expert. Rob shares his journey from being an entertainer to helping others build their businesses around their expertise. GUEST BIO Rob Lange is known as The Expert ExpertTM specializing in working with entrepreneurs, speakers, authors, coac…
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My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change. However, Hadewych didn’t arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherl…
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In this episode of Retirement For Living, JoePat Roop discusses the evolving landscape of retirement planning, emphasizing the importance of flexibility in retirement age and the need for a comprehensive financial strategy. He highlights the unpredictability of life events that can impact retirement plans and stresses the significance of regular re…
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Shawn O’Keefe and co-host Doug Turnbull discuss the next five of the 10 ways that blockchain technology is shaping the future. Shawn explains the blockchain’s influence on digital ownership, healthcare, decentralizing control of the internet, energy and sustainability, and new business models. Shawn also shares how Summit Wealth Strategies selectiv…
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In this episode, financial planners Lawrence Kiley and Samantha Nash discuss the impact of market volatility on retirement planning. They emphasize the importance of having a well-structured investment strategy that includes income buckets to ensure financial stability during turbulent times. The conversation also highlights the differences in conc…
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Raj and Rick get into the intricacies of Roth conversions, emphasizing the importance of working with a financial advisor to navigate tax implications effectively. They highlight the optimal timing for conversions, particularly during the transition from employment to retirement. For more information or to schedule a consultation with SC Wealth Adv…
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Mike Riedmiller explores the current state of the stock market, investment strategies, and the importance of planning for retirement. He highlights the unpredictability of the market, the necessity of having a tailored investment plan, and the reality of retirement savings in relation to social security. To schedule your complimentary portfolio rev…
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Retirement planning doesn't have to be intimidating. Certified Financial Planner Mike Douglas explains how to protect your savings from market volatility and ensure a steady income throughout your retirement. By focusing on securing monthly income first and safeguarding future money, Mike emphasizes that retirees should aim for stability no matter …
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Retirement plans should transform your savings into a life of leisure. By examining risk and returns, Frank & Frankie Guida explain that retirees can optimize their investment portfolio. They share an example of one retired couple that enhanced their income and lifestyle by analyzing fees, risk, and returns. Frank & Frankie also discuss annuities a…
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In this episode of Charleston's Retirement Coach, Brandon Bowen shares his personal journey from a humble upbringing on a chicken farm in South Carolina to becoming a successful financial advisor. He discusses the challenges and rewards of helping clients navigate their retirement plans, emphasizing the importance of personal relationships in finan…
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In this episode, John Blanchard discusses the key aspects of retirement planning, including signs that indicate it's time to retire, the impact of market turbulence on investments, and the importance of assessing one's readiness for retirement. He emphasizes the need for a tailored financial plan that considers risk tolerance, tax strategies, and e…
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Abe Ashton discusses the impact of social media on financial advice, emphasizing the importance of vetting information before acting on it. He highlights the potential dangers of following trends seen online, particularly in relation to personal finance. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial plannin…
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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment …
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A special edition of the Financial Straight Talk podcast introduces us to one of Jim's right hand men, John Bertran. John talks a little about how he got into the business, why what they do is important and of course... what it's really like working with Jim Fox. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social…
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Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listener for pri…
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