Why retire once when you can retire often? Hear real mini-retirement stories. See how mini-retirements can unlock work-life balance, purposeful living, and financial freedom.
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Retiree Podcasts
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Helping Canadians prepare for all that retirement brings
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Where Do Gays Retire is a podcast where we help you in the LGBTQ+ community find a safe and affordable retirement destination. Join Mark Goldstein as he interviews others who live in gay-friendly places around the globe. Learn about the climate, cost of living, the LGBTQ + community, healthcare, crime and safety, and more.
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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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Two longtime friends talking sports
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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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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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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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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Podcast by Retirement Lifestyle Advocates
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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My podcast cover what an average person thinks about the state of or country and the leadership today.
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Helping you make your money last as long as you do.
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Our podcast offers a fresh way to stay connected with UMRA and the greater University of Michigan community. Whether through our many Seminar and Learn & Grow sessions, delivered by prominent faculty and inspirational community leaders, or intellectual discussions by our vibrant interest groups – UMRA Reads and UMRA Travels – we are certain you will find each episode engaging; fitting conveniently into your daily routines and busy schedules.
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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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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Podcast by Kristian Finfrock of Retirement Income Strategies.
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Trust. Respect. Results (847) 749-2295 / [email protected]
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Welcome to ”The Retire Early Podcast,” your essential guide to achieving the retirement you’ve always dreamed of—sooner rather than later! Hosted by Sam Benson and Linwood Fraher, this podcast is tailored specifically for individuals aged 50-65 who are passionate about retiring early and living their best lives. Each week, we’ll dive deep into essential retirement topics including tax-efficient strategies, smart investing, healthcare planning, income optimization, Social Security tips, estat ...
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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An old show of two friends who occasionally review stuff I guess
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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. Ben Taatjes, Financial Advisor Stewar ...
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Retire With Confidence is the podcast designed to help you move beyond the fear of the complexity of finances so you can be financially free to achieve personal significance. Tune in with Josh Duncan each week to turn fear into fuel that drives you into Freedom & Significance.
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A Delta Green TTRPG actual play podcast set in the Cowboy era of Delta Green's timeline, starting in 1988. We also run "side operas" set before 1988 and in modern times. Join us as we solve mysteries, build a strong cohesive universe with interesting character development, confront unceasing eldritch horrors, and have a few laughs together as Agents live, die, and maybe grow old. Instagram: instagram.com/9mmretirementradio
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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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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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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.
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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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Information and Educational Resource on the Age Pension/Centrelink, Superannuation and a broad range of retirement topics. Interviewing people with knowledge in these fields.
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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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The Retired Mindset podcast is about living your BEST life in retirement. We’ll dive into mental and physical health, staying young at heart, and maintaining connections during the "third trimester" of life’s journey. Bob's vision is to help you—yes, both men and women—unlock your full potential, reconnect with what makes you uniquely YOU, embrace aging, and thrive as you transition away from your career.
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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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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Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
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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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The Ramsey Show Highlights is a quick, daily dose of advice on life and money in under ten minutes. Hear from experts like Dave Ramsey, Ken Coleman, Rachel Cruze, Dr. John Delony, George Kamel & Jade Warshaw. Part of the Ramsey Network. Delivered to you seven days a week.
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In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, includ ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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Fed Legacy Podcast is your go-to resource for navigating federal retirement with confidence. Designed specifically for federal employees, this podcast provides expert insights, strategies, and practical guidance to help you retire on time while securing your financial future. From maximizing benefits to building generational wealth, Fed Legacy Podcast equips you with the knowledge and tools needed to make informed decisions and leave a lasting legacy. Tune in and take control of your retirem ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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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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UMRA Reads: The Message by Ta-Nehisi Coates
1:17:56
1:17:56
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1:17:56Ta-Nehisi Coates began The Message intending to write about writing, but it evolved into a meditation on how stories and myths shape—and distort—our realities. In three linked essays, Coates journeys from Dakar to South Carolina to Palestine, each revealing a struggle between myth and truth. In Dakar, he confronts the romantic Afrocentric visions o…
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Long-term Care Insurance vs. Self-Insurance: What’s Better for Retirees?
19:23
19:23
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19:23Jeremy Keil compares long-term care insurance to self-funding long-term care through the lens of 3 clarifying questions. When most people start planning for retirement, they’re focused on investment returns, income, and taxes. But one of the biggest financial and emotional challenges retirees face isn’t about markets or money — it’s about health. S…
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"One free lunch, please." Why Buffered ETFs might not fit the bill.
20:32
20:32
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20:32If something promises higher returns, it comes with higher risk — even if that risk isn't easy to see. And if something promises to protect your downside, it's usually charging you for it through fees, limited upside, or long-term lockups. Today's headline from Ben Henry-Moreland fits that idea perfectly. "Why 'Downside Protection' ETFs Don't Prote…
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I Can Only Ask My Husband About The Budget 2 Times Per Week
9:19
9:19
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9:19💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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Retired Guy's 15 Why are we leverage and/or pawns to the Left
20:39
20:39
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20:39By Greg
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"You Make $400,000 And Owe $700 On A Mattress?"
5:44
5:44
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5:44💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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#LasVegasBy rdtspodcast
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💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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As the year wraps up, it's a good time to take stock of your financial situation and consider any adjustments before heading into the new year. In this video, we discuss practical year-end planning steps, including tax considerations, investment reviews, and retirement contributions. Our goal is to share general insights to help you think through y…
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Today, David and Chip start with some good news, as Nebraska ranks among the happiest states in America despite high property taxes. From there, they discuss the latest on the U.S. budget deficit, tariffs, and the growing divide in the “K-shaped” economy before wrapping up with a look at rising education costs—and a funny story about smart beds gon…
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How Do I Trust My Boyfriend Will Stay Out Of Debt?
10:35
10:35
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10:35💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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1
Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
1:34:21
1:34:21
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1:34:21Jim and Chris discuss listener questions on Social Security COLA timing, spousal claiming strategy, IRMAA tax treatment, Roth IRA rollovers from 529 plans, and a listener PSA on deferred annuity RMD rules. (8:00) Georgette asks whether her initial Social Security benefit—approved in September for a December start—will reflect the January COLA incre…
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Finding Your Stride: From Stuck to Confident in Retirement
25:01
25:01
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25:01In this insightful episode, Ben Taatjes addresses the common struggle of retirees caught between meaningful work they've left behind and a seemingly meaningless retirement ahead. Discover why so many retirees can't find their stride and how a lack of confidence in identity and direction keeps them stuck. Ben provides practical strategies for redisc…
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"This Isn't An Investment Strategy, This is Stupidity"
5:29
5:29
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5:29💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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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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Paul Shoukry, Raymond James CEO: AI, Leadership & the Future of Wealth Management
39:56
39:56
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39:56The Retire While You Work® podcast is back with a special episode! Hosts David Adams, Myles Zueger, and Carson Odom sit down with Paul Shoukry, CEO of Raymond James, to talk about how AI is transforming the financial planning industry. They dive into what these changes mean for advisors, how technology is reshaping strategies, and the opportunities…
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#LasVegas#NFL#CollegeFootball#WorldSeriesBy rdtspodcast
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Ep 307. Government Tax-Free Bonds During Retirement
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10:24
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10:24Where did the term “Quintile” come from? Are government tax-free bonds a good tool for income in retirement? And given the 2-year look-back for IRMAA limits, how much could we comfortably “overshoot” the 2025 limits without being affected in 2027? David Brooks has answers to these questions in today’s Q&A episode.…
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Send us a text In this week’s Five Minute Friday, podcast host Bob Preston reflects on the true joy that comes from giving back — inspired by one of his lifelong heroes, legendary UCLA basketball coach John Wooden, who once said: “Nothing can give you greater joy than doing something for another.” From growing up a passionate UCLA basketball fan to…
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"Hey Mike, can you clarify what happens when funds go into a Roth IRA?" Discover the rules behind Roth IRAs, contributions to Roth IRAs and IRA to Roth conversions, so you can be more deliberate in your tax planning. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.com…
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Lean Into Hard Things—That’s Where Change Happens
2:18:53
2:18:53
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2:18:53🤔 Can an online will work for you? Take this quiz to find out!Rachel Cruze and Dr. John Delony answer your questions and discuss: “How can we overcome money issues like we did addiction & alcoholism?” “How do I combine finances with my girlfriend?” “How do we get my mom to move out of our house?” “Are precious metals a good inve…
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💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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1
The Truth About Building Wealth in Your 30s
29:44
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29:44Your 30s are full of change (new jobs, family growth, and rising expenses) but they’re also packed with potential. We unpack the best financial strategies for navigating this “messy middle” decade, from investing wisely and building security to finding balance and avoiding regret. Learn how to grow your wealth, protect your future, and still live a…
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On episode 215 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Roth, Chief Economist at Wolfe Research, to discuss: the economy, tech earnings, the Fed, the wealth effect, AI and the labor market, and much more! This episode is sponsored by Betterment A…
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Tricks and Treats: Vanguard in a little hot water; Florida doing the right thing; NEA Member Benefits targeted; Equitable doing Equitable things. Vanguard Conflicted Florida Putting State 457(b) Out to Bid Congress Investigating NEA Member Benefits Equitable Doing Equitable Things Joey Running Tribute Learned by Being Burned (short pod series about…
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KLEIN and KOAN make a startling discovery and ensure a man's silence. KRÖGER uncovers more information. KINGSTON escalates the situation. This scenario is based on “Walking Distance” by Jan, an original homebrew for 9mm Retirement Radio. Played using Delta Green: The Roleplaying Game by Arc Dream Publishing. If you'd like to support our efforts and…
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KINGSTON buys a ladder. KLEIN and KOAN visit the morgue and make disturbing discoveries. KRÖGER digs into Seth Myers and the overall investigation. This scenario is based on “Walking Distance” by Jan, an original homebrew for 9mm Retirement Radio. Played using Delta Green: The Roleplaying Game by Arc Dream Publishing. If you'd like to support our e…
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I'm Losing Sleep Over Giving $900 To a Friend
9:05
9:05
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9:05💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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1
Clark Howard Joins Wes Moss to Discuss Market Context, Investor Behavior, and Retirement Trends
50:06
50:06
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50:06In this special episode of The Retire Sooner Podcast, Wes Moss speaks with nationally recognized consumer advocate Clark Howard about current topics shaping the financial and retirement landscape. Their conversation centers on how investors can think more clearly about markets, behavioral finance, and long-term planning in today’s changing economy.…
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Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel
12:35
12:35
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12:35David welcomes back Mike Shudel, a Certified Exit Planning Advisor, to discuss proactive strategies for business owners looking to grow, protect, and eventually exit their companies. Together, they break down key topics like tax structure, key-person planning, and succession strategies that can turn a lifetime of work into lasting value.…
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Ways to Create a Retirement Plan with Liquid Investments
8:01
8:01
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8:01"Hey Mike, can you create a retirement plan only using liquid investments?" Discover the hidden potential opportunity cost when you maintain liquidity on all of your assets. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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1
Keep Having Kids To Keep Getting Government Assistance?
10:24
10:24
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10:24💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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1
Stop Chasing Payments and Choose Freedom
2:17:49
2:17:49
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2:17:49🤔 Can an online will work for you? Take this quiz to find out!Rachel Cruze and Dr. John Delony answer your questions and discuss: “Should I let my car get repossessed and get a cheaper car or get it paid off?” “How do I ask for a raise based on my performance at work?” “We’ve paid off our house and have kids’ college done, but s…
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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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The Truth About Long-Term Care Insurance (and When to Buy It)
27:49
27:49
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27:49Sales of "traditional" long-term care insurance have fallen 92% since 2002. Meanwhile, hybrid policies have surged to over 500,000 sales a year. But which option actually makes sense for your situation? In this episode, I break down everything you need to know before buying long-term care insurance, including: ▶ The optimal age to purchase ▶ Tradit…
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#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
35:51
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35:51In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual engagement, purposeful activities, health and fitness, relationships and more. And he also shares a quick exercise to do to see how you can measure your satisf…
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SHUTDOWN SURVIVAL: 4 Financial Traps Every Federal Employee Falls For During Shutdowns
22:09
22:09
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22:09By Fed Legacy
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1
There's Nothing Funny About What You're Doing
10:56
10:56
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10:56💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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343 retirement was never the goal, what Warren Buffet told him & navigating change (former CEO of 7-Eleven & Blockbuster)
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41:03Former 7-Eleven and Blockbuster CEO Jim Keyes joins Glen live from SXSW to share stories from leading two of the world’s most recognisable companies, the lessons that came from collapse, and his “three C’s” for success - change, confidence and clarity. 👉🏾 what retirement means to Jim & why he thinks it’s outdated 👉🏿 the idea of education is freedom…
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What to Do With Side Hustle Income: Smart Financial Moves
2:42
2:42
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2:42Earning extra income is great—but what you do with it matters more. In this episode, Miguel Gonzalez, CRC, shares smart ways to use side hustle income to build stability, grow savings, and reach your goals faster. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from…
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David shares insights from his recent trip to Beverly Hills, where he attended the CAS ALTS Summit focused on alternative investments for accredited investors. He explains why private markets are becoming more accessible and what investors should know about liquidity before turning to global headlines, including Japan’s historic appointment of its …
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Ways to Approach a Tax Efficient Real Estate Exit
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7:10"Hey Mike, how do you map out which rental homes to sell and which to push out?" Discover ways to map out your tax efficient real estate exit so you can retire from being a landlord. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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Things To Know Prior to Retirement - Part 1
50:47
50:47
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50:47Send us a text In this episode, we dive into the realities of retirement that most people don’t see coming. From understanding why you’re retiring to the emotional and financial challenges that follow, Eric Douglas and Chris Vaughn share lessons learned from years of guiding clients through one of life’s biggest transitions. We’ll discuss the diffe…
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Big Paychecks Won’t Fix Dumb Financial Decisions
2:18:33
2:18:33
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2:18:33🤔 Can an online will work for you? Take this quiz to find out!Jade Warshaw and George Kamel answer your questions and discuss: “Why isn’t bankruptcy a good way to force me into a “cash is king” approach to debt?” “My mother expects my brother and me to take care of her financially in her old age. What should we do?” “How do we p…
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Americans Are Saving At An All-Time High! Are You Keeping Up?
1:01:17
1:01:17
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1:01:17Great News: savings are at an all-time high! We dive into Vanguard's How America Saves 2025 report and reveal why more Americans than ever are contributing to their 401(k)s, increasing their deferrals, and choosing Roth options. You’ll learn what’s driving the shift, how small 1% increases can have massive long-term impact, and what this means for …
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In this heartfelt episode of Retire in Texas, host Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Dr. Marian Sokol, former CEO of the Children's Bereavement Center of South Texas, to explore how grief affects children - and how healing begins through connection, creativity, and compassion. From art therapy to peer support g…
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My Wife's Holiday Spending Is Costing Us A Fortune
10:21
10:21
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10:21💵 Start your free budget today. Download the EveryDollar app! Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: 📞 Have a question for the …
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How to Align Your Spending with What Truly Matters
13:24
13:24
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13:24Ever feel like you’re doing everything “right” with money but still not satisfied? In this video, we uncover why your spending might not align with your values—and how to fix it. You’ll learn how to identify what truly matters to you, evaluate where your money actually goes, and design a spending plan that supports a more meaningful life. Financial…
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Mini-Retirements in Healthcare and Other All-Consuming Careers
28:58
28:58
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28:5828% of doctors consider leaving the profession on a weekly basis. Can mini-retirements allow people to stay in these demanding careers that they love, but are burning them out? Jillian and Christie discuss the importance of taking sabbaticals in the healthcare profession, particularly in light of the burnout culture that often pervades the field. C…
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Social Security Claiming Strategies, Part 2: EDU #2544
1:21:54
1:21:54
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1:21:54If you would like to skip Jim and Chris discussing Jim’s travel plans and the guys’ frustration with low-cost airline pricing, you can skip ahead to (10:30). Chris’s Summary Jim and I continue our discussion on Social Security claiming strategies, revisiting the debate between Professors Derek Tharp and Laurence Kotlikoff. We explore how academic d…
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