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Simplifying Investing

Simplifying Investing

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The Simplifying Investing series helps to de-mystify the often-complex world of investing. Whether it’s big or small, we are all invested in something, that's why we're drawing on the knowledge of AMP’s experts to answer the big questions in superannuation, retirement, home loans and beyond. Podcasts provided by AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. They contain general advice only and have not considered your personal circumstances. You should cons ...
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights. For more information about how you start investing with confidence, visit bmo.com/onlineinvesting.
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Retiring With Enough

Dr. Peter Guidry, CRPC™, LLC

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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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Why Not Mint Money

Mint - HT Smartcast

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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Stay Wealthy Retirement Podcast

Taylor Schulte, CFPÂŽ

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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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Between Meetings with Matt Heine

Netwealth Investments Limited

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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Lipstick on the Rim

Sony Music Entertainment

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Consider Molly Sims and her best friend Emese Gormley your new girlfriends on speed dial for all your pressing beauty and wellness needs. Is Botox a good idea? Should you try that new diet you saw on the Today Show? Molly and Emese have your back. With guests ranging from top health and beauty experts to their industry friends, you’ll get the scoop on the latest trends, which products and procedures to try, and which to run from-- and they just might be doing it all with a drink in hand. Pre ...
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

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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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Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
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Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright Š 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
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Money makes the world go round, and if this is true, do you struggle to understand the complex workings of finance, money and investments? Join us, Host Arthi Rabikrisson and co-host on Season 2 Malika Petersen, both women in finance, as we delve into simplifying the complexities that come with managing your finances and investments. The theory of Black Swan Events is a metaphor that describes an event that comes as a surprise, has a major effect, and is often rationalized after the fact wit ...
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A podcast series for everyday people who want to rise up, invest savvy and break the financial illiteracy loop. Our mission is to lead the revolution in simplifying good financial literacy developing smart investors that use a repeatable system to reach their desired wealth target before retirement. Complete the scorecard in less than 5 minutes to find out if you are on track to retire wealthy: scorecard:https://sublimetrading.scoreapp.com/
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"Like an American John Oliver but with more profanity". A podcast hosted by raconteur Matt Mihaly, who takes on politics, news, culture, business and more in his own irreverent and unfiltered way. Matt sees the humor in these dark times, but also takes deep dives into complex subjects, simplifying the concepts involved so that everyone can understand what's really going on.
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Having served at the highest levels of the U.S. Army Special Operations in 2nd Ranger Battalion, Jeff Smith came to understand the relationship between discipline, strategic action, and success. However, the transition back to civilian life - and civilian work - introduced Jeff to the unhappy, sedated daily life of the average corporate slave. So, he found a way to achieve on his own terms. Jeff is now a successful entrepreneur with more than a decade of real estate investing experience alon ...
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Struggling with marketing that doesn’t deliver? – Feel like you’re shouting into the void instead of standing out? – Getting average clients instead of the ones you really want? – Not seeing real ROI on the time and money you invest? – Or maybe your messaging sounds more robotic than like you. You’re not alone. Building real relationships with your ideal customers is what marketing is really all about - and it doesn’t have to be a headache. On the Higher Purpose Marketing Strategy show, I’ll ...
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We are simplifying finance for the next generation! Every episode involves student hosts Rohan Gupta and Alex Patel discussing and simplifying a topic in finance with an all-star expert on it in order to improve your understanding of the world of finance. This podcast is mainly meant for high school and college students, but anyone can tune and learn finance in the most relatable, understandable, and simplified way! We are the first and only student-run and student-focused podcast centered o ...
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D Street Talks

Kaushal Patil

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Join us on a thrilling journey through the world of finance. With each episode, grasp the knowledge and skills required to understand and influence the financial markets. Understand how stocks move, learn the art of trading, unlock effective investing strategies, and get to stay on top of the latest market trends. Our expert guests offer a wealth of experience, simplifying complex financial concepts, and helping you make informed money decisions. From insights into daily market trends to inv ...
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Maven Money Personal Finance Podcast

Andy Hart: Personal Finance Expert, Financial Planner, Financial Adviser, F

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Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
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Welcome to the Pennies to Pounds Podcast - the ultimate destination for young people who want to take control of their financial future. We understand that financial literacy is often overlooked in traditional education, leaving many young people feeling overwhelmed and ill-equipped to manage their finances. Our mission is to make financial literacy accessible and fun by simplifying complex concepts and debunking common myths. Here are just a few of the topics we cover on the Pennies to Poun ...
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TIC Talk by The Investing Circle

The Investing Circle

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Welcome to The Investing Circle - The Personal Finance Site that makes cents! This is the channel of the personal finance site that just makes cents provides transparent and easily accessible information on financial freedom and making your money work for you. You'll find investing info, ways to make your money work for you, and learn ways to create cash flow and increase your net worth. Subscribe and come back from some great content! Get Connected: Site - https://www.theinvestingcircle.com ...
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Join Connie Dornan of @Properties Christie's International Real Estate where she discusses everything involved in finding a home, selling a home, maintaining a home and most of all your LIFESTYLE in the home. Connie Dornan@Properties-Christie's International Real Estatetel: 847.208.1397 email: [email protected] website: conniedornan.com Instagram: @conniedornan Facebook: @ConnieDornanRealEstate LinkedIn: Connie Dornan
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
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The Steven Sulley Study is my take on success. My view is you should have multiple focuses to be a well-rounded individual. Success shouldn't be just one thing like money, for example, it should also consist of a healthy fit lifestyle and thriving relationships. As a person who has made a success in life and also made huge cock-ups I feel I can offer suggestions and tips on how to become successful or at least start your pursuit. My 'Study' has taken resources from reading and education plus ...
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Welcome to Real Investing, the ultimate podcast for everyday real estate investors. Hosted by seasoned experts Tim Herriage and Ryan Harper, our show cuts through the fluff and hype to deliver real, actionable insights. Each week, we dive into the real stories, practical tips, and expert advice that can help you succeed in the world of real estate investing. Whether you're just starting out or looking to refine your strategies, Real Investing is here to empower you with the knowledge and too ...
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The Soulful Coach

Elyse Berendson

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Are you ready to heal your past, align with your soul & manifest a life that lights you up? Welcome to The Soulful Coach Podcast, your go-to space for heart-centered conversations on personal growth, entrepreneurship & spirituality. This is where we step into the fullest expression of the woman you’re meant to be. Each week, join your host Elyse Berendson, Life & Business Coach, Human Design guide, Reiki I & II practitioner & Manifestation Master for powerful, soulful episodes. Whether it’s ...
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Welcome to the Our Rich Journey Podcast! A question and answer based podcast, the Our Rich Journey Podcast takes a couple (Amon & Christina) who retired before the age of 40 and has them answer all of your early retirement, investing money, saving money, and making money questions. With over 600,000 followers on their Youtube channel, Amon & Christina are changing the way you think about money!
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Fusion News

Fusion Industry Association

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A summary of recent fusion energy news stories presented by young fusion researchers. Keep up to date with all the recent news in the industry in this one easy, fortnightly package. And look out for the bonus "Extra" deep-dives. Fusion News is also available as a video version for those who like pictures: https://www.youtube.com/channel/UCQSc-BFbCpFJjhZldM3BOcQ
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Freelance Finance Fix

Alex M. Lynch CFAÂŽ, AWMAÂŽ

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This show teaches successful freelancers and solopreneurs like you how to: Hack your money to further your financial independence, lower your tax bill, invest smarter, and optimize your finances. Freelance Finance fix was created by money nerds who love researching, optimizing and diving deep into all things financial. We are passionate about helping freelancers find unique and exciting opportunities available to them that are not available to the traditional 9-5 crowd. So grab your favorite ...
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Welcome to MoneyMindsMingle, your go-to destination for all things insurance and personal finance! In a world where financial literacy is key to unlocking a secure future, our channel aims to unravel the complexities of insurance and empower you with the knowledge needed to make informed decisions about your personal finances. Whether you’re a seasoned investor looking to optimize your portfolio or a newcomer navigating the world of insurance, our diverse range of content caters to all level ...
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These are the stories and learnings from opening Somnium CrossFit fresh out of college to entering the world of real estate investing. The business has always been my passion and I am documenting The Journey. The good, the bad and the amazing lessons expose the raw, unedited version of business ownership that is very rarely shared. Please enjoy these stories and I hope they shed light on what it is like to go on The Journey of entrepreneurship.
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MVP Real Estate Podcast

Marcus Perleberg

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Our hosts Marcus and Dan talk to real estate investors from all walks of life all over the world about their relationship with Real Estate. Our podcast touches on all things related to real estate. Investing, buying, selling, home improvement, DIY or decor! Do you have an idea for a show, have an idea for a guest, or would you like to be featured as a guest? Email us: [email protected] and we can get it set up!!! YouTube: https://www.youtube.com/@MVPRealEstatePodcast Website: https:/ ...
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Tune in with D. Saul on Mondays and learn all about money. This show dives in on all financial literacy topics such as real estate, money management, investing, credit building, saving, budgeting and more! D. Saul breaks down the most complex money concepts so even a teenager could understand it. Dequontis D. Saul is a licensed REALTOR®️ with the Central Ave Group servicing all 50 states. Although born and raised in small-town West Point, Mississippi, D. Saul began his career in New Orleans, ...
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In For A Penny

In For A Penny: Personal finance simplified

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The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler. Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society. Links: The Orchard Practice Cavendish Content Leave a review! Support our show with a donation! Support this show http://supporter.acast.com/inforapennypodcast. Hosted on Acast. See acast.com/privacy for mo ...
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Shane and My dive into the latest RBA meeting 🏦, breaking down what shifting interest rate signals mean for inflation, housing affordability, and first-home buyers. They explore the impact of the 5% deposit scheme 🏠 and why house prices continue to climb despite rate hikes.The episode also covers broader economic themes 🌏—from Australia's housing s…
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For this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned in…
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This episode is your definitive step-by-step guide to investing in US and global markets from India. We break down the complex regulations, costs, and tax implications, from linking your Indian bank account and navigating the $250,000 LRS limit to repatriating your profits. Learn the difference between short-term (under 24 months) and long-term cap…
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In this heartfelt episode, I’m joined by Siobhan Major, mom of two, wife to her high school sweetheart, and the compassionate heart behind Major Psychotherapy. Siobhan is a powerful advocate for moms learning to choose themselves and their families first, in a world that often demands we do everything but. Together, we dive into the real, raw, and …
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Today, we have a special treat for our listeners—a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. Listen to BMO Smarter In…
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Most experts say the smartest Social Security move is to wait until age 70 to claim. On paper, the logic seems simple—delay claiming, and you’ll lock in a larger monthly check for life. But here’s what's interesting: only about 10% of Americans actually wait that long. 🤯 Nearly one-third claim Social Security at 62, and the majority file before ful…
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Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a “Best Place to Work.” Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in AUM with a 23-person team. He dis…
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Most people never stop long enough to realize how buried they are in the noise of everyday life. Between work, family, and constant responsibilities, it’s easy to lose sight of what really matters. In this episode, Shawn talks about the power of disconnecting so you can finally see clearly again.He shares what happens when you step away from your d…
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Most retirees view mandatory RIF withdrawals as a tax trap—but what if they’re actually a strategic advantage? In this episode, Joe Curry explains how smart RIF planning can reduce lifetime taxes, protect OAS and government benefits, and even help grow wealth. Learn how to use income smoothing, tax brackets, and the three-bucket strategy to master …
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The housing market has undergone significant changes in recent years, leaving many homeowners and prospective buyers feeling uncertain about its future direction. Interest rates have risen from historic lows, making affordability a pressing issue, and discussions about the possible privatization of Fannie Mae and Freddie Mac are sparking new concer…
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#249: 3x your points and miles with a multiplayer strategy. We break down how to earn, manage, and maximize rewards with a partner, family, or friends. Plus learn how to handle the logistics, emotions, and systems that make it all work. Kai is the founder and host of The Daily Churn Podcast, where he shares his churning journey. In 2024, Kai and hi…
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In this episode, Jeff Smith and Shawn Rider dive into what it really means to take control of your money. They share real experiences about managing cash flow, cutting unnecessary expenses, and building habits that actually grow your wealth. It’s not about working harder, it’s about being intentional with every dollar and every decision.You’ll hear…
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You see the brand name on the tag, but we found the company that powers everything behind it. PDS Limited is the Value-Focused global infrastructure powerhouse. Group CEO Sanjay Jain gives us a rare look into how major retailers define the single most important word in fashion: Value. He also shares a personal lesson from a favorite movie character…
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So many entrepreneurs are burned out by marketing that doesn’t move the needle. In this episode, we’re cutting the fluff and getting crystal clear on how to spot what’s actually working in your marketing strategy - and what’s just keeping you busy. I’ll walk you through a simple process to refocus your time and energy on the activities that actuall…
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Are you stuck in old patterns, people-pleasing, perfectionism, or being triggered by the same things over and over? You’re not alone. And here’s the truth: hiding your power isn’t sexy. In this episode, I’m breaking down 7 reasons why worthy women do shadow work and why it’s the key to stepping into your confidence, freedom, and power. You’ll learn…
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What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and host, Erika Toth, delve into the popular alternative strategy, answering frequently asked questions on benefits, portfolio construction, and more. Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO …
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Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring. Foreman Law Group: https://www.ourlegalwebsite.com/ More About Claire: …
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In this episode, Shawn breaks down the real presentation he gave at the Little Rock meetup. Instead of teaching from a place of mastery, he chose to challenge himself and the men by talking about what he knows he needs to work on: building stronger relationships at home.Based on John and Julie Gottman’s book Eight Dates: Essential Conversations for…
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Struggling to stand out online? It’s probably a messaging problem. In this episode, I share the 4 must-answer brand messaging questions every small business owner needs to clarify if you want your marketing to attract dream clients instead of crickets. Get ready to stress less, connect more, and build a brand voice that works for you, not against y…
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What if the hardest part of retirement isn’t money, markets, or even health but your identity? In this episode of Retirement Planning Simplified, Joe Curry talks with Elizabeth Zelinka Parsons, retirement transition expert and author of Encore: A High Achiever’s Guide to Thriving in Retirement. Elizabeth shares her own story of leaving a demanding …
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Should you invest while you’re still in debt? The answer depends on the type of debt.👉🏾 High-interest debt — like credit cards charging 15–25% — is financial quicksand. It eats away wealth faster than the stock market’s long-term 10% returns can grow it.Paying off high-interest debt is like getting a guaranteed double-digit return, risk-free. Only …
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Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and copper. This episode was recorded live on September 30, 2025. Show link (Spotify):…
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#248: Learn to escape the trap of over-optimizing and design a more meaningful life. We explore setting boundaries, resetting priorities, and turning failure into fuel for success. We also dive into Tim’s creative process behind his new card game and the surprising value of play. Tim Ferriss is an entrepreneur, bestselling author, and host of The T…
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Most people focus only on 401(k)s or IRAs… but they’re missing one of the best retirement accounts out there: the HSA.Here’s why it’s so powerful:👉🏾 Contributions are tax-deductible👉🏾 Growth is tax-free👉🏾 Withdrawals for qualified medical expenses are tax-free👉🏾 And after age 65, it works like a traditional IRA — so you can use it for any expense!U…
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Send us a text Following on the theme of Legacy from the previous episode 8 of this season, Arthi and Malika engage with the idea that legacy isn't just about the money you leave behind—it's about preparing, protecting, and empowering the next generation with thoughtful planning and clear communication. In the current episode the hosts help you arm…
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Send us a text What happens when your partnership with risk no longer works? How do you dissolve the partnership? This process is termed portfolio de-risking. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…
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Nothing feels better than a seasonal reset and fall is the perfect time to do it. This week, Molly and Emese are diving into their ultimate fall edit: the beauty upgrades and outfit staples they can’t stop reaching for. From the bronzers and skin tints that give you that just-back-from-vacation glow, to the cozy layers, denim, and under-$100 finds …
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Marketing is shifting, and small business owners can’t afford to ignore it. In 2025, relationship marketing - building genuine, 1:1 connections - is outperforming traditional traffic-driven strategies. In this episode, I break down why referrals, collaborations, and authentic conversations are getting better results than throwing more money at ads …
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Most people stick to the old 50/30/20 budgeting rule — 50% to needs, 30% to wants, and 20% to savings. But if your goal is financial independence and retiring early, that won’t cut it.Instead, flip the script:👉🏾 Focus on saving and investing the majority of your income👉🏾 Keep your lifestyle steady even as your income grows👉🏾 Build wealth faster by …
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In this episode of The Tactical Empire, Shawn shares key lessons from the Financial Foundations course. He reveals why your bank statements show the truth about your priorities, how overspending on eating out can drain thousands, and why diversification is not a wealth building strategy. You will also learn how to evaluate debt with the cashflow in…
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In this episode, we welcome back Arun Chaudhry, Director and CBO at m.Stock, to discuss the monumental changes in India's financial markets since their last meeting three years ago. From the surge in demat accounts to the growing influence of retail investors, this conversation dissects every major trend. Arun speaks candidly about the industry's c…
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Real estate is one of the best ways to build wealth — but here’s the thing: you don’t need tenants to do it.In this video, we break down 2 powerful real estate strategies for your FIRE plan:👉🏾 Rentals: More control, tax benefits, and cash flow — but also repairs, vacancies, and the stress of managing tenants.👉🏾 REITs: Shares in companies that own r…
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Every investor chases returns, but what if the biggest payoff isn’t financial at all? The EB-5 visa lets you invest in the US economy and, in return, secure the right to live, work, and study in the US. In this episode of Why Not Mint Money, Vivek Tandon, CEO of EB5 BRICS LLC, cuts through the jargon to explain what the EB-5 program really offers, …
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In this episode, special guest Valerie Grimba and your host, Danielle Neziol, take a deep dive into the Canadian equity market. They compare it to other regions, drill down on key currency questions, and discuss three main areas Canadians are investing their loonies, according to recent data. Danielle Neziol is Vice President of Direct Distribution…
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With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum, and valuation analysis, an…
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Everyone talks about discipline, but is it really the key to success? In this video, Shawn Rider breaks down why discipline is overrated and how consistency creates real, lasting results. He shares how simplifying life down to three core priorities has helped him stay focused in fitness, business, and family without burning out.You’ll learn why wor…
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We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky. But in my experience, that traditional timeline isn’t always the reality. In fact, for many people, retirement may be much closer than they realize. After nearly 20 years of building retirement plans, I’ve noticed a recurring theme: Most people overestimate how …
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What happens when someone finally retires only to pass away months later? In this episode of Retirement Planning Simplified, Joe talks about the surprising connection between retirement, health, and longevity. This isn’t doom and gloom, it’s a wake-up call to design a retirement that’s not just long-lasting, but meaningful. Check out the show notes…
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What if the very thing you’re trying to hide, the messy middle, the “I don’t have it all figured out yet” part of you, was actually your greatest superpower? Today’s guest, Whitney Page, is here to remind us that being a perpetual work in progress isn’t something to fix, it’s something to embrace. Whitney is a powerful speaker, facilitator, and the…
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Losing a spouse is one of life’s most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to changes in income, the process can feel like an impossible burden to carry alone. Without a plan in place, surviving spouses may find themselves vulnera…
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