Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Retire Ready Podcasts
A podcast for growth-minded financial advisors
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Helping Canadians prepare for all that retirement brings
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Helping you make your money last as long as you do.
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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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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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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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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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From the creator of the hit podcast Lore comes a new, bite-sized storytelling experience. Each twice-weekly episode features two short tales that take listeners on a guided tour of the unbelievable, the unsettling, and the bizarre. Order the official Cabinet of Curiosities book by clicking here, and get ready to enjoy some curious reading!
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Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We're talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we'll be talking about is to highlight the ...
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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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When you're ready to retire, there are decisions to make that will impact the rest of your life. Father and son team, Bob and Cole Falter and the Reliable Wealth Financial Group share retirement income strategies and tips for navigating your retirement journey.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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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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Each week John Croze and John Goodhue of APO Financial give you the straight talk and honest answers you need to understand the complexities of retirement planning. John Croze uses his 30 years of teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a diffe ...
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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you've been putting off your financial to-do ...
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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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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Homeowners - maximize your investment - even if you do not plan to sell. Utilize sound Smart To-Do's with Home Maintenance. The process of Selling your home. Tips for many aspects of the Buying process. Downsizing and financial support for Senior adults. Guests offer sound advice, tips and experience. Join us today! Follow and share with friends and family ~
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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Talking Money, Clearly with Wes Cuprill is your straightforward guide to making smarter financial decisions. Each week, Wes breaks down investing basics, financial planning, and money management with a no-nonsense approach that cuts through Wall Street hype. From budgeting, saving, and paying off debt to building wealth, retirement planning, and navigating today’s financial noise, this show delivers clear advice for millennials, middle-aged adults, and families who want to take control of th ...
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Retire in 10 Years or Less—No Matter Where You’re Starting From If you’re tired of working harder just to feel like you’re falling further behind, this podcast is your wake-up call. Hosted by financial strategist and Wealth Outside Wall Street founder Ryan D. Lee, The Passive Income Machine Podcast unpacks the exact process high-income earners are using to escape the grind, take back control of their time, and retire in 10 years or less—without Wall Street, get-rich-quick schemes, or penny-p ...
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We're heading towards Sustainable Abundance - are you ready for it? Each episode features exclusive insights from forward-thinking trailblazers—who share strategies for identifying IDEAL high-value assets poised to deliver high-value returns. idealwealthgrower.substack.com
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve ...
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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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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Welcome to the Farming Without the Bank podcast, the show with a no-B.S. approach to money, hosted by a farm strategy expert and authorized IBC practitioner. Join us as we get real and expose the flaws of traditional financial institutions in order to help farmers take control of their finances, create peace of mind, grow their wealth, and leave a legacy. https://www.farmingwithoutthebank.com/
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Your Time To Travel is the podcast for anyone ready to break free from routine and explore the world—one destination at a time. Hosted by Karl & Tina, a 50+ couple who sold nearly everything to slow travel the world with their Bernedoodle Bennie, this show offers inspiration, real talk, and practical tips for retirees, near-retirees, and digital nomads who crave adventure without the burnout. From cost-of-living comparisons and cultural insights to packing light, staying safe, and finding hi ...
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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Hey there, audience! This is the Investing to WIN podcast, the show dedicated to inspiring budding entrepreneurs and business owners to live balanced, fulfilled lives. Our guests share their personal journeys, struggles, adversity and success stories. If you're a person that is working too hard, thinking of change or looking towards a future goal, you've come to the right place! This show is committed to offering honest conversations to discuss common sense strategies and professional guidan ...
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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
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Retire Ready Too podcast is dedicated to empowering and educating Generation XY and Small Business Owners to take control of their money to save more. invest smart and build wealth.
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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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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $37 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show: ...
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Welcome to The Panama Podcast: From Dreaming to Doing! Imagine trading your “someday” for today—living the life you've always dreamed of in a tropical paradise. That’s exactly what your host, Melissa Darnay, has been doing since 2012. And now, she’s here to show you how you can do the same! Get ready for your weekly escape filled with sunny Panama inspiration, laugh-out-loud expat adventures, and insider secrets that’ll make your move to Panama smoother and more exciting. Melissa is not just ...
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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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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or talk about money with your partner, Jess & Brandon have you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. B ...
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Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
Genesis Wealth Planning
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Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of "Making Money Simple," Peter Lazaroff distills complex financial matters into easily digestible lessons. If you're ready to get a clear plan for your investments and personal finances, you're in the right place.
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The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity
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In this episode of Retirement Reality, meet Donovan, a 55-year-old retiree who turned an unexpected career exit into an opportunity for freedom, reflection, and new purpose. Donovan shares how one defining word, choice, shaped his journey before, during, and after retirement. From years of disciplined saving and intentional living to facing an unpl…
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📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Instilling strong habits creates a foundation for you to build on, and investing is no different. Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes. He explains how emotional reactions, trend-chasing, and…
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Season 2 Episode 4 - OBBBA Educational Changes
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This conversation delves into the significant changes brought about by the One Big Beautiful Bill Act, particularly focusing on student loans, FAFSA, Pell Grants, and the implications for families planning for college. Mike Hunsberger, a subject matter expert, provides insights into the complexities of the new legislation, including changes to repa…
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Secret Hotel Sleepers & Retirement Reality: What’s Your Side Gig?
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Ever wondered how a secret hotel sleeper or a Lego sculptor could boost your retirement income? This episode dives into creative side gigs, the financial realities of working in retirement, and the crucial planning steps to avoid costly mistakes. Discover how tax implications, Social Security, and annuities can impact your future—and why having a s…
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GRFTFS: Can I Retire When I Get My Pension?
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"I’m 64 and retiring soon. I have the option to take a lump sum from my pension or monthly payments for life. How do I evaluate which one is better for us?" We're answering YOUR questions on this week's Get Ready For The Future Show! We’re 67 and 65 and just paid off our house. We’ve heard that having a trust avoids probate, but our estate isn’t th…
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Is Your Family Ready For The Great Wealth Transfer?
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As trillions of dollars shift hands over the next two decades, the question isn’t whether your wealth will transfer — it’s how. In this episode of Retirement Roadmap, Mark and Evan break down The Great Wealth Transfer—the unprecedented movement of assets from today’s retirees to their heirs—and show how to turn this generational shift into a though…
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Melt-Up Mirage: Are You Ready for the Next Curveball?
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Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, …
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Are You Ready for the Real Truth About Annuities?
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What if your retirement plan could protect you from life’s biggest financial shocks? In this episode, Steve Hoyl and Derrick Caldwell break down the real pros and cons of annuities, bust common myths, and reveal why planning for long-term care is more urgent than ever. Hear personal stories, expert advice, and practical tips to help you secure your…
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13: Talking Your Money with Carl Richards
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In this episode with talk with former financial advisor, author, and speakerCarl Richards to discuss his upcoming book release, Your Money. Carl describes YourMoney as being "not a personal finance book but a conversation grenade." The book includes 101 of Carl's sketches, some from his time writing for the New YorkTimes and many new ones as well. …
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Send us a textBy Akers Financial Group
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Is Your Retirement Plan Ready for What’s Coming?
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What if your retirement plan isn’t ready for the risks ahead? In this episode of Freedom to Retire, Jim Cipriotti explores why early retirement planning is more critical than ever—especially as market volatility looms. He breaks down how a fiduciary advisor can help navigate today’s complex financial terrain and explains how technology is reshaping…
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Mastering Retirement: The Five Pillars You Need
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In this episode of Retire Smart Maryland Radio, Jon DeFeo and Prashant Sabapathi discuss the five essential pillars of retirement planning: income, taxes, investments, healthcare, and estate planning. They emphasize the importance of having a comprehensive strategy that addresses each of these areas to ensure a secure and fulfilling retirement. The…
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In Episode 221 of Money Matters USA, Fred Saide discusses the importance of planning for longevity in retirement, emphasizing the 90 Plus Rule, which highlights the likelihood of living into one's 90s. He explores financial strategies to ensure that assets last throughout a potentially extended retirement, including the significance of working long…
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Scary Retirement Mistakes and How to Avoid Them
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This week on Retirement Results, Ford and Sam address some of the most frightening financial mistakes retirees and pre-retirees make and how to avoid them. They discuss longevity risk and the real danger of outliving your money, why healthcare costs are one of the biggest threats to retirement security, and how planning for taxes and inflation can …
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Inflation eats into purchasing power—especially once pay raises stop. In this episode, Ken and Jeremy cover practical, level-headed ways retirees can plan for inflation without hype: from choosing where to keep cash, to timing Social Security, budgeting with intention, and setting the right mix of stocks versus safer assets. We keep it simple, educ…
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Social Security checks are getting a 2.8% cost-of-living adjustment in 2026 — but don’t get too excited. That’s only about $56 more per month for the average retiree. The problem? Healthcare costs are climbing faster than inflation, and Medicare premiums are expected to jump 11.6%, eating away nearly half of that “raise.” In this week’s Fastest Fou…
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Ep. 326 - Bitcoin vs. Infinite Banking: Why I Still Choose Gold & Silver
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Bitcoin fans say it's the future. I say: show me how it actually solves real-world money problems. In this episode, I walk through the biggest unanswered questions I still have about Bitcoin: volatility, inheritance keys, "who's in charge," government visibility, and why I still prefer AND assets like dividend-paying whole life over OR assets like …
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Money Confidence for Real Life with Katy Song
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In this episode of Boldin Your Money, host Steve Chen sits down with Katy Song, a Certified Financial Planner based in Mill Valley, to explore how modern families can achieve financial confidence and “work optionality.” Katy shares her journey from investment banking to flat-fee financial planning, driven by a desire to help young families make sma…
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Don’t Fall for These 5 Estate Planning Myths
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Do you believe an estate-planning myth? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down the most common misconceptions that cause even “well-prepared” families to face chaos when it matters most. From outdated wills to unfunded trusts and missing powers of attorney, they expose the hidden gaps that can make your plan c…
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It’s Open Enrollment Season: How to Avoid Leaving Money on the Table
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A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer. In this episode, we walk through some of the most common areas you can optimize your benefits, s…
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What Ally Bank Learned About Your Wallet and Anxiety - Episode 149
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Send us a text In today's episode, I sit down with Jack Howard to talk about money in a real and simple way. We share our first money memories, why feelings shape how we spend, and how to make a plan that fits your life. Jack explains Money Roots from Ally and how it can turn worry into calm. We talk about values based budgeting, easy money dates y…
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3 Major Problems With Your 401(k) (And How to Fix Them)
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For decades, the 401(k) has been treated as the cornerstone of retirement planning. But what if it’s not the perfect solution we’ve all been told it is? In this episode, I take a closer look at the three biggest downsides of the 401(k)—and why ignoring them could cost you far more than you realize. We’ll unpack how limited access to your own money,…
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5 Steps for Tax-Free Roth IRA Distributions
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💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg You’ve worked hard to build up your Roth IRA, but one small mistake could turn “tax-free” income into a tax surprise. In this episode, Scott walks through the five essential steps to make sure your R…
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Some people make history and their name is never forgotten as a result. Others leave us with key achievements but no identiy. It's a curiosity worthy of the Cabinet. Order the official Cabinet of Curiosities book by clicking here today, and get ready to enjoy some curious reading! See omnystudio.com/listener for privacy information.…
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Bonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
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In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus) affects older adults and why prevention matters. Dr. Fri…
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112: Broke, Divorced & a $1,200 Stimulus Check — to Multi‑Million Dollar Business
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What would you do with a $1,200 stimulus check? In 2020, Ellie was broke, newly divorced, and raising four kids out of her mom’s house, when she made one powerful decision — to invest her $1200 stimulus check into herself. Fast forward: she’s built a multi-million dollar business empire, helped 60,000+ women, and started a new life in Senegal, wher…
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Mailbag: Income Boosts, Aging Parents, Social Security & Vacation Homes
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Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com The mail’s here! Today, Lee answers listener questions about life, money, and retirement planning. Each scenario highlights the unique challenges people face as they approach or live through retirement, and the importance of makin…
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Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth (EP.228)
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Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now. ------ Money talks fall apart when couples keep score. In this episode, Heather and Doug Boneparth show how fairness—not 50/50—actually works in real life, and how power shows up …
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Suze Orman Says 3%, Bill Bengen Says 4.7%--Who's Right on Sustainable Withdrawal Rates?
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David McKnight compares the approach of some of the biggest names in personal finance: Suze Orman, and William "Bill" Bengen (the man who invented the 4% Rule). In a recent interview covered by MSN, Suze Orman declared flat out that the 4% Rule is dead since markets are volatile, interest rates fluctuate, and people are living longer. David shares …
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AI is rising on the agendas of global CEOs, according to the latest edition of the CEO Radar. But a surprising number of chief executives are still struggling to embed the technology into their businesses. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Vlad Lukić, BCG …
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Make 50% Profits in Hidden Franchising Industries
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You don’t have to build your business from zero… instead, follow established and proven structures through franchising! Don't waste golden nuggets! We prepared simple action plans that get you ahead of 99% *** Know what Type of Business suits you first at https://quiz.franchisewithbob.com/rg - and COPY THE RIGHT BUSINESS FOR YOU! *** WHO IS AXEL? A…
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3 Steps to Build a Retirement Paycheck That Lasts
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Early retirement income can feel complicated, but a steady paycheck from savings starts with a simple framework. This episode reframes withdrawal decisions, explains why a fixed 4 percent rule can be too conservative in some cases, and shows when a 5 percent starting point may fit with the right allocation and ongoing adjustments. A million dollar …
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Whether falling down or rising to great heights, the journey can often provide us with some curious tales. Order the official Cabinet of Curiosities book by clicking here today, and get ready to enjoy some curious reading! See omnystudio.com/listener for privacy information.By iHeartPodcasts and Grim & Mild
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Is your 401(k) really a retirement plan—or just a pile of money waiting for a strategy? Damon Roberts and Matt Deaton break down the moves that can wreck your financial future, from relying too heavily on headlines to ignoring the real costs of retirement. Discover why saving, planning, and controlling your emotions matter more than ever for lastin…
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Retirement’s Silent Threat: Taxes, Fear, and Smart Planning
24:23
24:23
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24:23
What if the biggest threat to your retirement isn’t market volatility, but your own fear of spending? In this episode, Jim Cipriotti explores the emotional and financial anxieties that often surface in retirement, especially the fear of running out of money. He breaks down how to evaluate your spending needs and income sources like Social Security,…
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Hidden Fees, Tax Traps, and the Truth About Retirement Planning
20:38
20:38
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20:38
Is being rich just about money—or is true wealth something deeper? This episode with JoePat Roop unpacks the myths behind financial success, explores how hidden fees and taxes can erode your savings, and reveals why a personalized plan matters more than chasing market trends. Discover practical strategies for protecting your life savings, building …
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From Pizza Guy to 2,000 Units: Gino Barbaro on Reinvention, Risk, and the Mindset Behind Multifamily Success
57:23
57:23
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What does it take to turn decades in the restaurant business into a $450 million real estate empire? In this episode, Garret Wong sits down with multifamily investor, author, and educator Gino Barbaro to unpack his incredible journey from owning an Italian restaurant in New York to building one of the largest educational communities in multifamily …
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Lock In, Level Up: Modern Strategies for Retirement Security
16:46
16:46
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Is your retirement plan as outdated as your old frying pan? Discover how today’s retirees can lock in competitive rates, navigate spending volatility, and rethink income strategies for lasting financial security. Host Kevin Madden shares real stories and practical advice, revealing why guaranteed income and flexible planning matter more than ever. …
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Retire Smarter: The Texas Style Blueprint for Financial Freedom
17:15
17:15
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17:15
Are you ready for retirement, or just hoping for the best? Discover why timing, strategy, and expert guidance matter more than ever as Derrek Caldwell breaks down the essentials of retiring “Texas style.” From maximizing your investments and managing taxes to stress-testing your financial future, this episode reveals how to build a resilient plan—n…
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The Million-Dollar Myth: What Really Matters for Your Future
30:23
30:23
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Is your retirement plan built to protect what matters most—or are you risking too much just to chase a magic number? This episode of the Safe Money Retirement Show with Tim Wood reveals why most retirees don’t need a million-dollar nest egg, but do need a personalized plan that balances growth, income, and protection. Learn how to cut unnecessary e…
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Life insurance has changed over the past few decades. In a big way. So even if you think you know life insurance, you might want to listen. Just in case. Bob and Cole Falter of The Reliable Wealth Financial Hour explain why this may be the right time for a life insurance review.By Bob Falter
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Solo Travel After 50: Freedom, Risks & Practical Tips for the Bold Traveler
32:59
32:59
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Send us a text Is it really possible — or even safe — to travel solo after 50? In this empowering episode, Karl and Tina explore how solo travel can reignite freedom, confidence, and self-discovery later in life. Whether you’re retired, redefining independence, or simply craving adventure on your own terms, this episode will inspire you to embrace …
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Beyond Dollars: The True Meaning of Legacy
47:02
47:02
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In this episode of Retire Smart Maryland Radio, Jon DeFeo discusses the multifaceted nature of legacy planning, emphasizing that it extends beyond financial assets to include ethical wills and life lessons. The conversation covers essential topics such as estate planning, retirement income strategies, Social Security, and the importance of preparin…
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Send us a text Brian Akers and Jeff Akers, both certified financial planners, discuss strategies for funding children and grandchildren's education through 529 plans. They highlight the benefits of starting early, contributing $19,000 annually per beneficiary, and leveraging state tax deductions, such as Maryland's $2,500 deduction. They explain th…
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Send us a text Panama vs old world Europe — which country is better for expats, retirees, and investors? In this episode of The Panama Podcast, real estate expert Melissa Darnay compares living in Panama vs living in Hungary, revealing the truth about cost of living, residency programs, real estate fees, property taxes, weather, and lifestyle in bo…
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Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
21:28
21:28
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Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari maps the three biggest levers for early retirees: Roth conversions, ACA health insurance subsidies, and 0% long-term capital gains. A real-world case study shows how account mix and spending levels ca…
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Changes Coming in the Retirement Universe in 2026
41:10
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Fred covers changes coming in 2026 that need to be considered in retirement planning. Changes include the extension of the 2017 tax rates, Medicare Part B projected cost hike, a higher estate tax exemption, the mandatory Roth catch-up rule, and a new, higher SALT deduction cap. Reach Fred at 800-593-8188. Money Matters USA www.moneymattersusa.net w…
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Lock In Gains, Not Worries – Smart Planning for Retirees
48:00
48:00
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This week on Retirement Results, Ford & Sam tackle one of the most important and often overlooked questions facing pre-retirees today: are you taking too much risk as you approach retirement? They explain why now – with markets at or near all-time highs – may be the perfect time to protect your gains, rebalance your portfolio, and focus on income s…
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