A podcast that socializes security, compliance, and related topics to make them more approachable and understandable. Each week we’ll discuss a topic, usually with an expert in the area, with the goal of learning along with you. We’re here to socialize security!
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Social Security Podcasts
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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Deception, influence, and social engineering in the world of cyber crime.
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Social Security & Disability: The Approval Path offers expert guidance for navigating disability benefits. Hosted by attorney Deborah Spector of Spector & Lens, the podcast tackles SSDI, SSI, DAC, appeals, and more, helping individuals and families understand how to apply, qualify, and advocate for their rights in a complex system.
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A Social Security & Medicare podcast from the folks fighting to preserve Americans' earned benefits! Each episode covers a different topic affecting American seniors and their families --- from ageism to long-term care. Brought to you by the National Committee to Preserve Social Security and Medicare. Hosted by Walter Gottlieb. Featuring one topic and VIP guest per bite-sized episode. Each one is 13-15 minutes long.
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Russ “Rusty” Gloor is a member of the AMAC Foundation’s accredited Social Security Advisory staff. With each episode of “Ask Rusty” he will tell you about an actual Social Security question received at the AMAC Foundation offices. These recordings are intended for information purposes only and do not represent legal or financial guidance. They present the opinions and interpretations of the AMAC Foundation’s staff, trained and accredited by the National Social Security Association (NSSA). NS ...
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Helping you make your money last as long as you do.
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Aging isn't easy. My name is Marcy Backhus and I am your host! Make sure your complete well-being is handled with a community and information that can make it easier and FUN. Aging needs humor, which you can find in the "Aging ain't for Sissies" Podcast, along with informational guests that give us the information we need.
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Discover stories from real people who are living out their definition of a secure retirement.
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We dissect the tech news train wrecks of the week, calling out what went wrong and who’s to blame. Think of this podcast as if Kurt Cobain threw down with Tom from MySpace, Elon Musk, and Mark Zuckerberg in a back alley brawl. No mercy, no filter—if tech had a walk of shame, this would be it.
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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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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Welcome to Yes to You, the social care podcast from Lifeways, the UK’s largest team of support professionals providing support for adults in the community. In each episode, we’ll be exploring a different topic related to supported living and residential support to share our expertise, advice, and insights. We’ll also be sharing some of our proudest success stories from across Lifeways. Listen, or read the transcript from each episode. And don’t forget to subscribe!
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Social Security now offers many of their publications in audio format.
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Dream Keepers Radio is dedicated to empowering gifted guardians with the knowledge and strategies to protect generational dreams. Each episode dives into the realms of financial literacy, tribal government establishments, estate planning, and asset protection, providing you with the tools to secure your family's financial future.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Social Security Cover art photo provided by Vanessa Ives on Unsplash: https://unsplash.com/@vanessaives
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The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry 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.
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"Light 'Em Up" takes a deep dive on the criminal justice system, crime scene investigation and leadership. We take you under and behind the crime scene investigation tape to get at the truth, the whole truth and nothing but the truth, so help us God! Justice comes to those that fight ... not those that cry!
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Geovanni,Rosa,Ashley Cover art photo provided by Vanessa Ives on Unsplash: https://unsplash.com/@vanessaives
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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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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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Nancy L. Cavey, a seasoned attorney with over thirty-nine years of experience, explains the complex world of filing for Social Security Disability benefits. Filing for disability can be a confusing, life changing event, so with her deft expertise, Nancy will guide you through: - The ins-and-outs of qualifying for Social Security Disability benefits (such as age and insurance requirements). - Information regarding the process and lifespan of a claim, from the initial application to the reques ...
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Joe Murphy 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 income, and reduce taxes ...
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Discover essential insights on navigating life's milestones with Bill Monty's Guide for Getting Older, the ultimate podcast for individuals of all ages embarking on the journey of aging. Host Bill Monty leads engaging discussions on vital topics such as Medicare, Social Security, retirement planning, finances, and beyond, ensuring you're well-equipped for every stage of life. Tune in to our informative and lively format, where we seamlessly blend practical advice with current events and life ...
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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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Empowering Workers: Federal Employees, Disability and Employment Rights, and Social Security Disability for All is a podcast dedicated to advocating for federal employees and individuals navigating disability and employment challenges. Hosted by Kevin Rosenquist and featuring expert insights from attorney Eric Pines, the show dives into critical topics like workplace accommodations, employee rights, and social security disability claims. With actionable advice and compassionate discussions, ...
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Defense in Depth promises clear talk on cybersecurity's most controversial and confusing debates. Once a week we choose one controversial and popular cybersecurity debate and use the InfoSec community's insights to lead our discussion.
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Translating Cyber into Plain Terms. Newest AI, Social Engineering, and Ransomware Attack Insight to Protect Businesses and Reduce Risk. Latest Cyber News from the Dark web, research, and insider info. Interviews of Global Technology Leaders, sharing True Cyber Crime stories and advice on how to manage cyber risk. Find all content at www.CyberCrimeJunkies.com and videos on YouTube @CyberCrimeJunkiesPodcast
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What does it take to win Social Security disability benefits? Join disability attorney Jonathan Ginsberg as he demystifies the disability approval process and offers proven tactics to help you win the benefits you deserve.
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Do you have questions regarding Medicare and Social Security Benefits? Trusted Senior Specialists has your answers and more. Tune in to find out!
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A Signal and Webby award winning security podcast that you can rely on for lighthearted, practical security advice, in-depth interviews with industry experts, deep dives into data breaches, and some random but fun security games. Join cybersecurity experts and podcast hosts, Matt Davey, Michael “Roo” Fey, Anna Eastick, and Sara Teare, every other Tuesday for fun banter and cybersecurity updates.
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Welcome to the Social Security System Philippines Podcast, where we delve into essential topics surrounding social security, retirement planning, and financial well-being. Join us as we navigate the intricacies of the Philippine social security landscape, providing insights, tips, and expert advice to empower you on your journey towards a secure future.
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Know a Person's Interests Before They've Said a Word Ask socialprofiler explores how social media behavior reveals real, actionable insights about people’s values, interests, and intentions—often before you’ve even met them. Powered by the cutting-edge platform Socialprofiler.com, this podcast breaks down how digital footprints can help you protect your family, choose better partners, and make confident, informed decisions. From tech deep dives to real-world case studies, we help you see bey ...
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Globally, 2 billion people work in the informal economy. This means that 61% of workers rely on work that offers little pay and few protections. Women informal workers, such as domestic workers, home-based workers, street vendors and waste pickers are at the base of the economic pyramid with the highest risk of poverty. Public policies and social protection schemes often do not consider these workers, leaving them vulnerable to income losses and struggling to cope after an event or shock. In ...
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Hosted by former covert CIA intelligence officers Andrew Bustamante and Jihi Bustamante, the EverydaySpy Podcast gives you practical, powerful spy skills and insights you can use everyday. From parenthood fixes to career shortcuts, business hacks to geopolitical insights, this pod is for you if you are looking for frank, honest, and hilariously relatable truth from two real-world field operatives who have done and seen things they can't talk about (and will never forget).
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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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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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The Social-Engineer Podcast is about humans. Understanding how we interact, communicate and relay information can help us protect, mitigate and understand social engineering attacks
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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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Laura Adams provides short and friendly personal finance, small business, real estate, and investing tips to help you live a richer life. Whether you're just starting out or are already a savvy investor, Money Girl's advice will point you in the right direction.
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The editors of Decipher talk with a rotating cast of security practitioners, researchers, and executives about a variety of topics in the security and privacy fields.
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us i ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Threats, Beers, and No Silver Bullets. Listen to Talos security experts as they bring their hot takes on current security topics and Talos research to the table. Along the way, Mitch, Matt and a rotating chair of special guests will talk about anything (and we mean anything) that's on their minds, from the latest YouTube trends to Olympic curling etiquette. New episodes every other Thursday.
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Exploring changes in the practice of war while the fundamental nature and principles of war are unchanging. Includes mercenaries, PMSC, Hybrid Warfare, revolution in military affairs. For in-depth information see my blog at blog.ctmayer.net
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Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
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1:24:54Jim and Chris discuss listener questions on Social Security family maximum and suspending benefits, a listener PSA on IRMAA premiums, a listener PSA on Medicare premiums, a listener PSA on Social Security claiming strategies, Roth contribution rules, and Roth conversion disadvantages. (4:30) George asks how the combined family maximum benefit works…
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Proving Invisible Disabilities: How to Document Pain, Fatigue, and Mental Health Conditions
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21:26
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21:26Episode Summary: In this empowering episode, Deborah Spector tackles “invisible” conditions like chronic pain, headaches, and mental health disorders. The discussion covers medically determinable impairments, consistency rules, journaling strategies, and building credibility through candid, corroborated evidence. Key Timestamps: 00:01 - Show Introd…
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By The AMAC Foundation
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Social Security Myths: Fraud, Immigrants, and Inmates - What’s Really Going On
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19:03Have a comment or question? Click this sentence to send us a message, and we might answer it in a future episode. Welcome to Season 1, Episode 41 of Winning Isn't Easy: Navigating Your Social Security Disability Claim. In this episode, we'll dive into the complicated topic of "Social Security Myths: Fraud, Immigrants, and Inmates - What’s Really Go…
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E077 - Holiday Out of Office? Never Heard of Her.. JK we'll be back in January 2026
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30:41In this episode of Socializing Security, Brian and Milou dive into the messy, often misunderstood reality of working through the holiday season. From cultural expectations to the pressure of Q4 deadlines, they break down why this time of year feels especially heavy for consultants, founders, and global teams. They unpack the importance of boundarie…
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Don’t Wait Until 70 for Social Security Unless You Hear This First
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8:57Think waiting until 70 is the gold standard for Social Security? We dig into the real math behind delayed retirement credits and the hidden trade-offs that rarely make it into the headlines. Drawing on years of planning experience and two vivid case studies, we show how the “bigger check later” can either amplify your lifetime income or quietly dra…
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How Federal Income Tax is Applied to Social Security
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28:03Hans and Robby are back again this week with a brand new episode! This week, they discuss how federal income tax is applied to social security. Don't forget to get your copy of "The Complete Cardinal Guide to Planning for and Living in Retirement" on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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Congresswoman Debbie Wasserman Schultz - Unaffordable Health Coverage Kills People
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11:5811-term congresswoman from Florida and member of House Democratic Leadership, Debbie Wasserman Schultz, takes Trump and the GOP to task for making health coverage unaffordable. "Not having health insurance... kills people," she says. Wasserman Schultz rails against the Big Ugly Bill's cuts to Medicaid and SNAP, and the Republicans' refusal to exten…
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Ep. 329 - Security Awareness Series - Mistakes, AI and Empathy: Being a Powerful Leader with Michelle Li
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39:54Today on the Social-Engineer Podcast: The Security Awareness Series, Chris is joined by Michelle Li. Chris and Michelle delve into the transformative role of AI in social engineering, highlighting both its potential and pitfalls. Their conversation emphasizes the critical need for empathy in leadership and the importance of maintaining human-centri…
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The Hacker Movie Canon: The Social Network
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1:13:02"You know, you really don't need a forensics team to get to the bottom of this. If you guys were the inventors of Facebook, you'd have invented Facebook." Melanie Ensign joins Dennis Fisher and Lindsey O'Donnell-Welch to discuss David Fincher's massively successful 2010 film, The Social Network, a movie that opens a window into the dark side of Sil…
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Top Factors to Consider Before Starting Your Social Security Benefits
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36:05Navigating Social Security can feel like running through an airport for a connecting flight—one wrong move could cost you thousands. Ready to make sure you don’t miss out on the benefits you’ve worked for all your life? In this episode, April Schoen breaks down the crucial Social Security decisions every retiree faces—and reveals the game-changing …
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Retiring Before Social Security? Consider These Portfolio Changes - 555
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41:24Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555. Christine just retired at 59 and wants the smartest way to draw income before Social Security, without letting taxes take a third of it. Prickly Richa…
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Am I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62? Have a money question? Email us here…
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Ep. 332 - Human Element Series - Health, Fitness and Mindset with Toby Wright
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34:52Today we are joined by Toby Wright. Toby is an online coach and personal trainer with a passion for mental health. Toby believes true wellness begins from the inside out. Blending evidence-based training with a focus on mental health and mindset. [Dec 8, 2025] 00:00 - Intro 00:26 – Dr. Abbie Maroño Intro 00:51 - Intro Links - Social-Engineer.com - …
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Safeguarding Your Privacy: How to Delete Your Data
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1:00:26Question? Text our Studio direct. David Mauro interviews Merry Marwig, a data privacy advocate, and Jeff Jockisch, founder of Obscure IQ, about how data brokers work and how to delete your data by discussing the intersection of privacy and personal data. They discuss the role of data brokers, the lack of transparency in data collection, and the pot…
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Most Retirement Advice Fails Singles (Here’s What to Do Instead)
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12:54Most retirement advice quietly assumes you have a partner: two incomes, two Social Security checks, someone to split expenses with, someone to catch the slack if something goes wrong. But for singles, the margins are tighter and the freedom can be much greater. Planning alone means every decision carries more weight, but it also means you have full…
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That Ancient Art of Modern Terrorism Part 6: State Sponsored Terrorism (E122)
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8:38This series on Terrorism is wrapping up with the problem of state sponsored terrorism. This form of international terrorism is most clearly a method of warfare, with the state using terrorist organizations as deniable proxies in armed conflict. International law, however, does not recognize that form of terrorism as war, but as criminal acts subjec…
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Who's Gonna Be Your Caregiver or Care Manager?
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28:27Hans and Robby are back again this week with a brand new episode! This week, they ask and answer the question, who's gonna be your caregiver or care manager? Don't forget to get your copy of "The Complete Cardinal Guide to Planning for and Living in Retirement" on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailin…
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Thank you for another FANTASTIC year! We're being downloaded in 147 countries globally & growing! We're not "true crime", we're the truth in the criminal justice system!
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32:41As we close out another fantastic, record-breaking year filled with one accomplishment after another for us — which included new sponsorships, new underwriters and new listeners — we wanted to focus on what is most important to us other than searching out the truth. We wanted to take some special time to recognize you, our listeners for your “TSL” …
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Retirement Pitfalls You Don’t See Coming (Until It’s Too Late)
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34:57
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34:57Coach Pete and the crew break down sneaky money leaks—like tiny fees and “lifestyle creep”—that can quietly wreck your nest egg, and show you how to stress-test a plan so market headlines don’t jerk your retirement around. You’ll hear why Shaq’s “trust but verify” approach to picking a fiduciary advisor still wins, when to start planning (hint: yes…
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In Episode 226 of Money Matters USA, Fred Saide discusses the critical aspects of retirement planning, emphasizing the importance of early saving, understanding investment risks, and the future of social security. He highlights common mistakes people make, such as withdrawing from retirement accounts early and not accounting for inflation and healt…
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FOLLOW UP starts with the realization that Spotify Wrapped thinks we are 82 years old, which honestly feels accurate, followed by a massive shout out to Bama Bryan on Bluesky for listening to us for over 3,000 minutes. We look at the grim stats from the Department of Government Efficiency regarding USAID deaths, then move to IN THE NEWS where the K…
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Buy-and-hold has a place—but retirement brings new risks like sequence-of-returns, required withdrawals, and tax considerations. In this conversation, Ken and the team break down how market downturns can affect lifetime income, why diversification alone may not limit losses, and where a rules-based “sell discipline” can fit into a retirement plan. …
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The snow is piling up, the sun ducks between skyscrapers, and we’re choosing warmth the easy way: small sparks that actually stick. Instead of white‑knuckle resolutions, we map out 54 tiny, feel‑good changes that make 2026 brighter without draining your energy or your wallet. From the emotional comfort of a beloved movie to the joy of a shower play…
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Joe Murphy discusses the importance of continuing to invest after retirement, addressing longevity risk, inflation, and the necessity of having an emergency fund.
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53:07Joe Murphy discusses the importance of continuing to invest after retirement, addressing longevity risk, inflation, and the necessity of having an emergency fund. He emphasizes the need for personalized asset allocation strategies based on individual risk tolerance and time horizon. The conversation also covers the significance of social security t…
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React2Shell, Typhoon Attacks, and Why Our Infrastructure is So Vulnerable
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33:33Dennis and Lindsey react (!) to the React2Shell vulnerability disclosure and the quick exploitation of it by Chinese threat actors, then discuss the continues intrusions into critical infrastructure by the Salt Typhoon actors and this week's congressional hearing on telecom network security. Finally, we talk about some upcoming hacker movie episode…
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Kevin Brucher discusses the common pitfalls in retirement planning, emphasizing the importance of starting savings early, avoiding debt, and making informed investment choices.
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34:00Kevin Brucher discusses the common pitfalls in retirement planning, emphasizing the importance of starting savings early, avoiding debt, and making informed investment choices. He highlights the significance of compounding interest, the potential risks and rewards of cryptocurrency, and the need to prepare for possible cuts in Social Security. Kevi…
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980. Laura answers a listener's question about building enough net worth to retire on time. Find a transcript here. Have a money question? Send an email to [email protected] or leave a voicemail at (302) 364-0308. Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips. Money Girl is a part o…
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Your Data Is The Product, So Make Your Family The Business
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31:38
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31:38Send us fan responses! The line between freedom and friction is surprisingly thin: a contract. We explore how private family trusts, documented intent, and clear non-consent notices can change the way your money is taxed, your assets are protected, and your data is used. Starting with Gregory v. Helvering, we unpack substance over form and the busi…
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After playing with a bunch of retirement calculators, and seeing really positive results, are the numbers too good to be true? Have a money question? Email us here…
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The Undetected. Espionage and Spies.(Part 2)
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32:07Question? Text our Studio direct. Inside Espionage What Every American Should Know. Inside Truth Behind Data Breaches. There is a bigger story behind some breaches: 1. the Anthem Breach, 2. The Equifax breach, 3. the breach of the OPM (Office of Personnel Management) for the US govt, and 4. Marriott International. The Impact of Chinese Espionage on…
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How To Tell When a Vendor is Selling AI Snake Oil
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33:51
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33:51All links and images can be found on CISO Series. Check out this post by Christofer Hoff of Truist for the discussion that is the basis of our conversation on this week's episode co-hosted by David Spark, the producer of CISO Series, and Caleb Sima, builder, WhiteRabbit. Joining them is Crystal Chatam, vp of cybersecurity, Speedcast. In this episod…
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Ranksgiving Returns: The Appetizer Uprising
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46:43Guess who’s back? Hazel, Bill and Joe welcome back fresh-from-parental-leave Dave Liebenberg, who has returned with a new baby, and some truly chaotic Thanksgiving opinions. We kick things off with the security headlines. Joe gets spicy about a recent “AI-orchestrated cyber campaign” report. Dave brings us the poetic news that AI models can apparen…
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After doing my best to keep our financial house in order, is it time to enlist the help of a financial planner? Have a money question? Email us here…
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A fish commits credit card fraud (inadvertently).
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51:31This week, our hosts Dave Bittner, Joe Carrigan, and Maria Varmazis (also host of the T-Minus Space Daily show) are sharing the latest in social engin…
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#181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and MORE!
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1:01:20Listener Q&A where Andy talks about: A correction on something incorrect I said last week regarding deciding which spouse's pre-tax account to distribute or convert from ( 3:28 ) Pros and cons of using a single total global stock market fund vs multiple other funds such as just US and just international ( 8:17 ) What's in the calculation for Modifi…
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The Undetected. Espionage and Spies.(Part 1)
32:52
32:52
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32:52Question? Text our Studio direct. There is a bigger story behind some breaches: 1. the Anthem Breach, 2. The Equifax breach, 3. the breach of the OPM (Office of Personnel Management) for the US govt, and 4. Marriott International. The Threat of Chinese Espionage to American National Security Inside Espionage: What Every American Should Know Season …
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Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
38:22
38:22
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38:22Retiring at 50 sounds bold, almost unthinkable for most people, but for Kent, it was the only decision that made sense once life, loss, and perspective pushed everything into focus. In this conversation, he sits down with James Conole, CFP®, to share the honest story behind leaving work two decades earlier than expected. Kent talks about saving fro…
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Your Guide for Keeping (and Ditching) Financial Records
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15:45
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15:45979. This week, Laura reviews how to tidy up your financial records and save space without violating IRS retention rules. She shares seven essential tips on which paper and digital documents to safely keep (like vital records and tax forms) or ditch, and for how long. Find a transcript here. Have a money question? Send an email to money@quickanddir…
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How should we be managing our finances after learning that we'll need to care for a family member? Have a money question? Email us here Subs…
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Chris’s Summary Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We compare it to Form 5498, outline how the fair market value and excess annuity payments can be used under Secure Act 2 Section 205 with other IRAs, explore the age-85 and surviving-spouse reporting rules, and t…
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This Supreme Court Case Could Kill Your Internet
3:16
3:16
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3:16Question? Text our Studio direct. The Supreme Court is hearing a billion-dollar piracy case that could literally change how the entire internet works. Sony says Cox Communications should be liable for customers illegally downloading music — including 10,017 songs in dispute. Cox argues: “We didn’t do it.” Leaked email: “F the DMCA!!!” Yeah… this ca…
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Jeff Gothelf on Designing for Users, Enterprise Agility, and the AI Conundrum
41:12
41:12
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41:12Jeff Gothelf, a renowned author and product strategist and co-founder of Sense and Respond Learning, joins Dennis to discuss the need to design products with users in mind, how critical thinking can help teams succeed, and what the AI revolution means for security teams and other groups. Support the show…
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How Mediation Can Save Your Federal Employment Case
19:29
19:29
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19:29Episode Summary: In this episode, Eric Pines shares his passion for mediation as a powerful tool to resolve federal employment disputes before they spiral into costly litigation. He explains mediation styles (transformative to evaluative), its differences from litigation and arbitration, the typical EEO/MSPB process, and the role of a neutral media…
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Roth IRA vs. Traditional IRA: Which is Better for Retirement Savings? - 558
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51:52
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51:52McDreamy Dempsey wants to know if converting to Roth in the 37% tax bracket ever makes sense, and Gary in La Crosse warns Joe Anderson, CFP® and Big Al Clopine, CPA about Roth conversion "lag" and when it DOESN'T make sense to convert, today on Your Money, Your Wealth® podcast 558. Plus, Wine Guy and Gal in Northern California want a spitball on wh…
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The Power of Giving: Finding JOY in Helping Others Ep.22
30:49
30:49
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30:49Summary In this conversation, Rachel Joy Baribeau emphasizes the inherent value of every individual and the importance of recognizing one's potential. She shares insights on the joy that comes from giving and helping others, encouraging listeners to embrace their worth and contribute positively to the lives of those around them. Takeaways You are v…
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