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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Planning To Retire Podcasts
Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement incom ...
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Retire Smarter
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Call 913-814-9600 to see how we can protect your money. Bob Lindquist discusses how his proven strategies help protect the retirement plans for families in the Kansas City area.
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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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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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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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Helping you make your money last as long as you do.
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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Welcome to The Gray Divorce Podcast. Join Divorce Financial Advisor and Retirement Planning Counsellor Andrew Hatherley and guest experts as they help late life divorcees build the financial foundation for a meaningful life after divorce. There is life after divorce!
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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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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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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The airport bestsellers that captured our hearts and ruined our minds
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person’s life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person’s life. So, don’t retire; become Repurposed.
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Retiring With Enough focuses on Simplifying Retirement through three main paths to a happy retirement: Money, Purpose and Freedom. Dr. Guidry maintains a CRPC™ (Chartered Retirement Planning Counselor) designation and has over 70 years of life experience with over 50 years investing experience as a DIY (Do It Yourself) investor.
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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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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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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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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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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The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.
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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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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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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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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Need a Better Plan to Retire in Three Years
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I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and I need a better plan to retire in three years. Have a money question? Email us here Subscribe to …
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What Seniors Need to Know About The One Big Beautiful Bill and Their Retirement Plans
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Well ... we were wrong. During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass with a different name. But, instead of the acronyms we're used to seeing lately, like the SECURE Act (Setting Every Community Up for Retirement Enhancement), President Trump and Congress stuck with the origina…
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How to Afford Long-Term Care Without Going Broke | Retirement Planning Tips
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Long-term care is one of the biggest threats to your retirement savings—but it doesn’t have to be. In this episode, Certified Retirement Counselor Miguel Gonzalez shares practical, cost-effective strategies to help you prepare for future care without derailing your financial plan. Cortburg Retirement Advisors is a boutique financial planning firm c…
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What’s next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here. Register here. ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time …
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#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE ...
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Andy and Lauren Hunt from Daybreak Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Their thoughts on the takeaways from 2025 annual Social Security Trustees report ( 7:17 ) Some of provisions in the pending One Big Beautiful Bill Act that are likely to impac…
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Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)
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In this episode of Retire with Style, Alex Murguia and Wade Pfau answer listener questions on retirement planning for high earners. They explore tax strategies like Roth conversions and qualified charitable distributions, and discuss how tools like life insurance and annuities can help hedge longevity risk and support a stable retirement income. Ta…
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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
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Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
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Send us a text In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s balanced, resilient, and aligned with your goals. We’ll break down sector diversification, strat…
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8 Questions to Ask Before Choosing an Estate Planning Attorney | Repair The Roof Podcast
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Thinking about estate planning? Ted Gudorf lays out exactly why your choice of attorney can make or break your plan. In this must-hear conversation, he shares eight pointed questions you need to ask every estate planning lawyer—from how they charge to how much experience they have. He also explains why setting up a trust is essential and why ongoin…
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John Alcock / NZ's First Bitcoin Property Transaction, Ep 479
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Sometimes the future doesn’t tap politely. It knocks, and while the instinct is to keep the door bolted, at some stage we need to do better. That’s what’s happening right now in New Zealand, as John Alcock aims to facilitate the country's first property sale powered entirely by a blockchain. Read more. Book in a free 15-min phone call with Darcy Un…
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I am wondering if it's worth it just to maintain the relationship with the advisor that my parent's worked with for years, or seek out a lower-cost alternative? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillon…
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"We’re 61 and 62 and just paid off our mortgage. Should we keep aggressively saving or start shifting toward preserving what we’ve already built?" We're answering YOUR questions on this week's Get Ready For The Future Show! I’ve got $500,000 in a 401(k), but I’m burned out and considering a career break. I’m 53 — can I step away for a while without…
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Ep 252. Anxious Gen X'ers Concerning Retirement
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We discuss the latest tax provisions aimed at seniors, including a new $6,000 deduction that could mean little to no taxes on Social Security for many retirees. We also unpack the crypto tax changes buried in the “Big Beautiful Bill,” highlighting a key shift in how wash sale rules apply. Plus, a deep look at market patterns, the risks of an overva…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss 2025 medicare and your handbook. 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 calling…
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The Ohio Estate Planning Guide Audio Book | Repair The Roof Podcast
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👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ This conversation emphasizes the critical importance of updating your estate plan to ensure it meets your current needs and protects your loved ones. It covers the differences between wills and trusts, the impl…
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A new projection shows Social Security is on track to deplete its funds for full payments earlier than previously forecasted. Mark and I discuss how it could impact beneficiaries and how the problem can potentially be fixed. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to…
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Breaking Through Mediocrity: Reigniting Your Desire for Growth in Retirement
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In this candid episode, Ben Taatjes addresses one of the most frustrating challenges in retirement coaching: convincing retirees to pursue growth instead of settling for mediocrity. Discover the common barriers that keep retirees from thriving and learn practical strategies to reignite your desire for life and purpose. This conversation challenges …
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What to Learn from the Worst Business Deal in History
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Today's Post - https://bahnsen.co/4f3mRWM Lessons from the AOL-Time Warner Merger: A Historical Business Failure In this episode of the Dividend Cafe, host David Bahnsen explores the infamous AOL-Time Warner merger of 2000, marking its 25-year anniversary. He delves into the history of both companies, the circumstances leading to the merger, and th…
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Taking Your Social Security - 5 Things To Know
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🎙️ 5 Critical Things to Know Before You Take Social Security Deciding when and how to take Social Security isn’t just about picking a date—it can have lasting financial consequences. In this episode, we break down five essential factors to consider before making your choice, including: ✅ Key age milestones that impact your benefits ✅ The role of li…
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What is going on with England’s banking and financial system? Will I get the same experience at the Lincoln Retire SMART office as I would at the Omaha office? And what ended up happening with the SALT tax in the Big Beautiful Bill? David Brooks has answers to these questions in today’s Q&A episode.By Retire SMART LLC
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The 5 Worst Market Crashes of All Time (And What We Learned)
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Markets have always crashed, from the 1929 Wall Street collapse to the COVID crash of 2020. What matters is how you react. Brian and Bo unpack the 5 worst crashes in history and reveal how to build a plan that thrives before, during, and after market chaos. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Truth About Bitcoin, Gold, and Safe Investing Strategies, Ep #261
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Bitcoin and gold are two assets often hailed as safe havens and reliable stores of value. I explore whether bitcoin and gold really deliver the security investors hope for, or if, instead, they’re more about speculation than true investment. I’m helping you to look at the hard data and science behind financial decisions. Whether you’re curious abou…
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Fastest Four: Takeaways from the Big Beautiful Bill
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The “One Big Beautiful Bill” just became law—and it’s already shaking up the financial landscape. In this episode of the Fastest 4 Minutes in Finance, Scott Inman breaks down the 6 most important takeaways from the 869-page legislation. Here’s what you’ll learn: Why the national debt is expected to increase despite $1.2 trillion in spending cuts Ho…
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Equitable Does the Right Thing; Delaware State 403(b) Plan (#383)
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Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss. Equitable Agent Threatens Teacher (blog) Equitable Agent Threatens Educator (pod) Truth About SIOs (pod) 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) Nothi…
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(Best of) Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed.
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Kevin 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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7 Questions about the ASG Association Life Income Plan
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Jeff Acheson often speaks about retirement planning as an “elegantly integrated ecosystem,” of which life income is a key part. But what, specifically, is it and how can it help members of the American Retirement Association and its affiliate organizations? Acheson, CEO of Advanced Strategies Group and ARA Immediate Past-President, joins the Execut…
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Positive Economic Indicators and Market Insights - July 17th In this episode of Dividend Cafe, Brian Szytel discusses the record close of the S&P 500 and Nasdaq, along with positive performances from the DOW. The market rally was driven by encouraging economic data including improved retail sales, jobless claims, manufacturing data, home builder se…
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Withdrawals That Work: The Risk-Based Guardrails Q&A Session!
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In this Q&A session, Tori and Nick sit down with Connie to answer real questions about how our firm approaches retirement withdrawals using a risk-based guardrail strategy. Watch this podcast to gain a fuller understanding of how our dynamic withdrawal approach works, how it adapts to market conditions, and why it gives retirees more clarity and co…
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Ep 250. Tax & Retirement Planning in the Wake of the "Big Beautiful Bill"
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David welcomes back Josh Cheatle, Director of Wealth Management, to discuss the impact of the newly passed “Big Beautiful Bill” on tax and retirement planning. They explore new provisions affecting seniors, Roth conversions, charitable giving strategies, and state and local tax deductions—plus what these changes mean for retirees and business owner…
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The Hidden Fuel Behind Explosive Practice Growth - The Purpose Focused Advisor with Rob Brown
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In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…
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Did you know that in the split-second it took you to read the title of this episode, your subconscious already figured out that it was going to be extremely good? Peter and Michael talk about Malcolm Gladwell's "Blink," a book that is mostly cute scientific anecdotes but also indirectly resulted in millions of taxpayer dollars being wasted on fraud…
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Financial Proverbs: Old Sayings, Real Retirement Lessons
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📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact You’ve heard them your whole life, classic proverbs like “Don’t put all your eggs in one basket” or “A bird in the hand is worth two in the bush.” But did you know these old sayings can teach you a lot about how t…
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Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits
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In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline? Eric breaks down how to stress-test your retirement plan for one-time expenses and of…
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Given that my cost of living is very low, can I retire in a few years at 59? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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#161 – Retirement planning chat with a "real" person, Jan
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jan. They talk about a wide array of retirement planning topics such as leaving the workforce early due to family caregiving needs, how health changes have impacted retirement, how to distribute money from an IRA particularly when lo…
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Positive Market Trends and Economic Indicators Update In this episode of Dividend Cafe, hosted by Brian Szytel on Wednesday, July 16th, the positive movements in the financial markets are highlighted, including a rise in the DOW, S&P, and Nasdaq, and a drop in the 10-year yield. The episode discusses the significantly cooler than expected Producer …
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In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.By Jeff Vogan
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Secrets to Successful Loyalty Programs | Tom Burgess
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On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies …
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We look back on a one-of-a-kind client appreciation event at Memorial Stadium, reflecting the firm’s deepening partnership with Nebraska Athletics. David and Chip also spotlight the Journey of Hope charity and dive into major updates on the economy — from job numbers and government hiring trends to tax implications of the newly passed “big beautifu…
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3 Ways to Make Your Kid a Multi-Millionaire
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Want your kids to live like millionaires without sacrificing your own financial future? We break down three powerful ways to set up your children for long-term wealth, plus what parents must do (and avoid) to make sure the money lasts. Then stick around as the team gathers questions from out in the wings, including a spicy question on hiding money.…
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I have a one time opportunity to use my 457 pre-tax deferred compensation funds to purchase an annuity offered by Washington State to former employees. Is there any downside? Have a money question? Email us here Subscribe to …
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Market Movements Update & Q2 Earnings Overview - July 15th Edition In this episode of Dividend Cafe, Brian Szytel discusses the market performance on Tuesday, July 15th, including a mixed day with bonds selling off and the DOW, S&P, and Nasdaq showing varied results. He delves into the impact of the latest CPI inflation data, noting a cooler-than-e…
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Episode 187: Couples, Roths, and SPIAs- Oh My!
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In this episode of Retire with Style, Alex Murguia and Wade Pfau explore key retirement planning strategies, including how couples can optimize Social Security benefits, what to do with surplus funds from bond ladders, and the potential benefits of purchasing single premium immediate annuities (SPIAs) from Roth IRAs. They highlight the importance o…
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Stop Saving! Buy These 5 Things BEFORE Retirement | The Limitless Retirement Podcast
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf, a financial planner, discusses the importance of strategic spending before retirement. He emphasizes that making certain purchases can enhance the retirement experience and provide financial security. Danny outlines five critical purchases to consider: healt…
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Send us a text “Family isn’t defined only by last names or by blood; it’s defined by commitment and by love.” – Dave Willis. Many new homes are built without a dedicated space for family communal dining. This building trend says volumes about American family units today. If you’d like to be a part of a free online retirement community, join us on F…
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What Should You Do With Your 401k When You Retire?
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Your 401(k) is likely your largest retirement asset—so the decisions made about it can have a lasting impact. This episode explores the pros and cons of keeping a 401(k) versus rolling it over to an IRA. Learn when it makes sense to stay in a 401(k), especially for those retiring between ages 55 and 59½, when a special IRS rule allows penalty-free …
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Maximizing Your Roth IRA for Retirement Success
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On this episode of Your Retirement Podcast, Kevin delves into critical aspects of retirement planning, focusing on Social Security decisions, maximizing Roth IRA benefits, understanding economic influences, and creating guaranteed income strategies. The discussion emphasizes the importance of personalized financial planning and the need to adapt st…
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I could really use your help, as we've been worrying ourselves sick thinking about what our options are and where we sit financially. Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Today's Post - https://bahnsen.co/3GM1axv Monday Market Updates and Public Policy Insights In this Monday edition of Dividend Cafe, the presenter covers key developments in the market and public policy. Topics include the new tax and spending bill, market reactions to tariffs, potential trade deals, and the upcoming earnings season. Specific insigh…
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1104-Friday Q&A: Investing in Tools of the Trade, Socialization for Children, Financial Support of Adult Children, etc.
1:58:45
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On today's Friday Q&A podcast we discuss: How much should I spend on equipment that makes me money? How do I help socialize my three-year-old child? Is financial support of adult children a good idea? After I'm doing all the basics of good investing, where do I go to find better investment ideas? I just moved to New York City...will I ever get used…
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