Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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The Retirement Fiduciary Podcasts
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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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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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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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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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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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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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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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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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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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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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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International Foundation of Employee Benefit Plans benefits pros Julie Stich, Justin Held, Anne Patterson and Stacy Van Alstyne dive into retirement, health care, hot trends, or whatever else the benefits industry throws at them.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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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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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We’ve helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Join Travis Maus, Chief Executive Officer and Senior Wealth Manager, on this award-winning podcast as he shares his professional knowledge and experience gained from building S.E.E.D. Planning Group LLC, a fee-only Wealth Management firm. Learn from people who make being a fiduciary their business, to get more from your money and life.
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Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management. We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener ...
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Meet Patrick Hayes, investment management counsel at Calfee, Halter & Griswold and your host for The Securities Compliance Podcast presented by the National Society of Compliance Professionals. A personal master class for the securities legal and compliance professional, Patrick’s passion is to help you put Compliance In Context™ by combining the technical expertise of industry thought leaders and innovators with the practical experience of doers and key decision-makers. Listen today to help ...
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Most hard-working Americans are not saving enough for retirement and will come up short. Even with all of the focus over the past decades, most Americans don't have access to an employer sponsored retirement plan, or aren't adequately saving in their existing plan. This equates to a sizable GAP in American's retirement savings. Get ready for a dose of insightful conversations with Shannon Edwards and her expert guests as they explore innovative strategies to bridge the retirement savings gap ...
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The Best 5 Minute Financial Advice
Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian
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Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
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Marcus and Jon have been helping people secure better retirements for over a decade in Kentucky. As fiduciary advisors, they focus on developing solid plans for their clients, rather than pitching products. The end result is a game plan that allows their clients to understand their risk, fees and income so they can accomplish their unique retirement goals. Each week they cover the impact of the financial market on retirement finances, from reducing investment fees, to eliminating taxes on in ...
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We’re gonna be talking regulatory issues. Best practices. Investing strategies. All of it. About what it all means and, more important, what it means to you.
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We provide comprehensive retirement solutions tailored to your specific needs. Our methods help you help your business.
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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clien ...
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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
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Modern Financial Wellness isn’t just about dollars and cents—it’s about how we think and feel about money, the decisions we make, and the deeper forces that influence our financial wellbeing. Hosted by financial planner Jim Grace, CFP®, this podcast gives you insights into the psychology of money, exploring the emotions, habits, and experiences that shape the way we approach our finances. In today’s world, financial advice is everywhere, but most of it focuses on the technical aspects—how to ...
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The Prosperity Path potcast, where financial clarity meets actionable strategies. Hosted by André Steenkamp—Certified Financial Planner (CFP), fiduciary practitioner, and qualified COMENSA financial coach—this podcast is your trusted guide to building wealth, securing your legacy, and achieving financial freedom. Each episode offers expert insights, practical tips, and real-world advice tailored to help you navigate the complexities of financial planning, investment, retirement, and more. Wh ...
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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Welcome to the podcast that gives you the financial advice you need while keeping things fun and lively! Join Kimsey as he dives into the world of wealth building and market changes, sharing his expertise as a fiduciary financial advisor and bringing you the latest insights on how to make your money work for you. From tips on investing in the stock market to strategies for building a robust retirement portfolio, Kimsey has you covered.
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Timing the Market vs. Following the Trend: What Actually Works
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In this episode of The Retirement Fiduciary Podcast, host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about his unexpected past in music, his path to becoming a Chartered Market Technician, and the investment strategies he uses today to he…
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Financial Wellness in College Planning: Timelines, Expectations, and Emotional Traps
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Hey everyone and welcome back to another episode of Modern Financial Wellness. This week, we're diving deep into one of the biggest and most stressful financial decisions families face: planning and paying for college. I’m thrilled to be joined by Jack Wang, a seasoned college financial aid advisor and host of the Smart College Buyer podcast. Jack …
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Gen Z may just be schooling the rest of us in retirement savings—sort of. Don breaks down why the kids are all right… and also why they’re misled. Auto-enrollment rules, social media misinformation, and shaky FinTok advice are all under the microscope. He then tackles smart ETF choices for young investors, questions about windfall investing and bur…
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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
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Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
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5 Essential Social Security Strategies to Maximize Your Retirement Income
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Learn 5 proven strategies to help you get the most out of your Social Security benefits. From timing your claim to minimizing taxes, Certified Retirement Counselor Miguel Gonzalez walks you through smart steps that can strengthen your retirement income plan. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you…
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Jamie Greenleaf: Healthcare Fiduciary Duties
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Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB) and a recognized expert in fiduciary governance. With a career dedicated to helping employers design and implement fiduciarily sound retirement programs, she has consistently focused on driving better financial outcomes for employees. In response to the Consolidated Appropriations Act (…
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Home Prices Are Being SLASHED (What You Need to Know)
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Home prices are falling in many cities, inventories are rising, but interest rates remain high. We break down what it all means for first-time buyers, why the average age is now 38, and how to decide if now’s the right time for you. Plus, stick around as we answer your financial questions! Jump start your journey with our FREE financial resourc…
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- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
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My financial advisor is recommending a company to manage my 401(k). He says this company will be managing it constantly and said studies show they increase returns by 2-4%. Should I jump for joy or run for the hills? Have a money question? Email us here Subscribe to …
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Buffett’s Blueprint - 8 Examples of Warren’s Timeless Wisdom - E110
44:09
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Jesse explores the timeless wisdom of Warren Buffett, highlighting both his disciplined investment philosophy and his unwavering emphasis on trust and character. Jesse breaks down Buffett’s approach to buying great businesses at fair prices, holding them long-term, and focusing on intrinsic value, margin of safety, and staying within one’s circle o…
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The market hit another “all-time high”—shocking no one. Don dismantles the myth that record highs are reasons to panic or pull back, reminding listeners that long-term investing and diversification remain undefeated. He breaks down the actual recent S&P 500 data, explains why global diversification matters (even when it lags), and skewers both sing…
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S6:E1 | Maximizing Your Compliance Resources | Compliance In Context
1:13:36
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Welcome back to the Compliance In Context podcast! On today’s show, on today’s show, we will be taking a topic known all too well by those in the compliance space, namely maximizing your compliance resources, doing less with more, and getting the most out of what’s available to effectively run your firm’s compliance program to the best of your abil…
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Social Security vs. Pension No More - 536
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If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year for you and your spouse. The Windfall Elimination Provision and the Government Pension Offset are no more, and you’re now eligible for your full Social Security benefits AND your pension! Today on a quick Your Money, Your Wealth® podcast number 536, …
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Will Hackler and Jason Grantz: Optimizing 401(k)s by Simplifying Complexity and Empowering Execution
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If you think retirement planning is just about ticking boxes and meeting deadlines, you’re missing the bigger picture—and the real opportunity. In this episode, we sit down with industry heavyweights Will Hackler and Jason Grantz to explore how smart, intentional plan design can drive better outcomes not just for employers, but for the people who c…
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Retirement plans for the self-employed; psychics as financial planners
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Mike Riedmiller of Riedmiller Wealth Management discusses the differences and difficulties of people who are self-employed and need to make retirement plans. Mike shares what they can do to make retirement accounts and why they should pay attention to themselves and what they cannot count on happening. Mike also comments on people who decide to con…
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We are building a house that will be way more expensive than we thought, initially. Are we over-extending ourselves? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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Understanding Fee-Only Fiduciary Advisors - EP. 174
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If you’ve ever wondered who you can really trust with your money—or felt like the financial industry was built to confuse you—this episode is your compass. Travis welcomes Pam Krueger, the fearless founder and CEO of WealthRamp, to the show. She’s on a mission to help everyday people find real, vetted, fee-only fiduciary advisors who actually work …
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Ep 15: Mutual Funds vs. EFT's: Why We Don't Always Choose the Cheapest Option
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💭 "If one of your investment principles is reducing costs, why do you still use mutual funds when ETFs are cheaper?" That’s the thoughtful listener question that kicks off this episode—and it leads to a wide-ranging discussion about value, strategy, and what really matters in long-term investing. Join Landis Wiley and Allen Wallace as they unpack w…
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Gold Scams, Buried Rifles & Drone Fishing: What Could Go Wrong?
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This week on The Real Money Pros, Brian and Jeremiah dive into the real (and wild) consequences of owning gold the wrong way—like when a client’s self-directed IRA got caught up in a precious metals scam, leaving them with pennies on the dollar and a massive headache. From there, we unpack some crazy estate stories (think: gold in storage units, ri…
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What is a "Honeyboomer" and how can you be one
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In this week's episode, we'll discuss how you can be a "Honeyboomer." Can you really take a honeymoon-type trip every single year? What can you do to KNOW FOR SURE you'll have enough income to cover your bills and trips every year for the rest of your life? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial…
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Don and Tom tear into the lunacy of financial predictions—starting with famed doomsayer Nouriel Roubini suddenly turning optimistic (is that a good sign or a terrifying one?). Then it’s onto Ron Baron and his wildly volatile, high-fee Barron Partners Fund, which beat the QQQ—barely—by taking massive concentrated bets on Tesla and SpaceX. Finally, t…
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Financial Advisors React To WILD Money Advice On YouTube
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We’re reacting to the internet’s worst financial advice - from flipping mobile homes to buying luxury cars you can’t afford. We break down why these viral money strategies are not just wrong, but dangerous. Instead, learn the proven steps to financial success using tax-advantaged accounts, index funds, and the Financial Order of Operations. Jum…
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If my employer, a federal agency, offers an early retirement option, can I say yes and call it quits? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Ne…
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Sunday, June 29th. Inflation: Maybe not so much?
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The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4%…
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After taking a new job for a higher salary, I now realize it was a mistake. Can I afford to back to a lower paying job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more abou…
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Step Up In Basis - Estate Planning - Income Tax
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Hans and Robby are back again this week with a brand new episode! This week, they discuss step up in basis - estate planning - income tax. 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@cardinalguid…
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Millions of Americans are experiencing the waves of an uncertain, see-sawing market. How can you keep calm and carry on? Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @…
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Protect Your Assets & Your Family with an Estate Plan
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Advisors Ford Stokes and Sam Davis talk about planning for your legacy and ensuring your assets are managed according to your wishes. Plus, they share how Active Wealth Management’s advisors use contractually guaranteed income to create lasting solutions for the retirees they serve. -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activ…
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Tom welcomes Roxy Butner back to field listener questions on retirement income, Roth vs. traditional 401(k) choices, car financing math, leftover 529 rollovers, and bond price confusion. Listeners hear sharp, practical advice on optimizing savings and withdrawals—without slipping into tax traps. Plus, a shoutout to the record 401(k) savings rate an…
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Building wealth doesn’t have to feel like cracking a secret code. We unpack the three key sciences behind wealth building (behavioral, financial, and economic) and show how anyone can succeed with the right knowledge and habits. From overcoming fear of investing to avoiding high-interest debt and using the tax code to your advantage, we break it al…
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507: Freedom After 50: You’re Not Looking for Advice—You’re Looking for Alignment, Part 2
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In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeking: Are you truly looking for direction, or for alignment with your values? Drawing from real-life coaching stories, they unpack six invitations to help you pause, reflect, and realign your financial d…
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Summer Financial Moves + Dan Leases a Car (#380)
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No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease. State of Student Loans? Chaos (pod) The Importance of Asset Allocation Tripit Learned by Being Burned (short pod series about K-12 403…
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Messy Portfolios, Missed Opportunities: Simplifying for Smarter Investing
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32:36
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We’re not judging. But after digging into a few too many cluttered portfolios lately, we figured it’s time to talk about some common mistakes that could be quietly chipping away at your progress. If you’re juggling old 401(k)s, multiple target-date funds, and accounts that don’t talk to each other, it’s time to take a closer look. You’ll learn how …
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A financial planner is suggesting an annuity to provide guaranteed income to bridge the gap between retirement and Social Security. Is it the right product for us? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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In this episode, Don and Tom dive into a revealing YouGov survey that shows Americans might not be as overconfident as we thought—except when it comes to trustworthiness, loyalty, and… mechanical skills? The guys unpack what this means for investors, especially the surprising gaps between men and women in self-perception. Then they outline the trai…
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11 Reasons People Choose Their Financial Advisor
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26:33
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📋 Get Scott's 5 Critical Checkpoints in a Sound Financial Planning Process 👉 https://listentoscott.com/wp-content/uploads/2025/06/5-Critical-Checkpoints.pdf Choosing a financial advisor is one of the biggest decisions you’ll ever make, but why do people choose the advisor they do? In this episode, Scott walks through 11 of the most common reasons p…
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Cutting Taxes on Your 401(k) Stock: The NUA Strategy Explained
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Net Unrealized Appreciation: If you own company stock in your 401(k), this episode could potentially save you thousands in taxes. Jeremiah and Nic uncover the little-known but incredibly powerful NUA tax strategy. Through a real-world client example, you’ll learn how someone turned a $16,000 stock cost basis into a $98,000 gain—and avoided paying o…
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My husband hates his job, and has hated it for years. Can he get a lower paying job earning about half of what he does now, but still keep us on track for retirement at age 55. Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Don tackles the dangerous myth of “safe” high-yield investments, calling out misleading financial advice around covered call funds and non-traded real estate deals. He takes calls on 529 plans vs. UTMA, long-term care insurance pitfalls, robo-advisors for special needs planning, and a shady pitch for a fixed-indexed annuity disguised as a fiduciary…
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6 Questions to Know If You're Ready for Financial Independence
1:06:52
1:06:52
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Are you really ready to be financially independent? We share six powerful questions that help you zoom out and reflect on your life’s purpose, goals, and relationship with money. Whether you're dreaming big or stuck in the messy middle, this episode will help you gain clarity and confidence. Plus, we answer listener questions on HSAs, dividend inve…
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Should You Roll Over Your 401(k)? What to Know Before You Decide
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If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your asset…
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How to Live Well Now While Planning for the Future
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- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
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I've been on the show before, but I'm still struggling to convince my hubby that we have enough money to retire. Can you help again? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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Ep 13 - The Business of Planning: Financial Strategies for Business Owners
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Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you out of the game? Whether you're just starting to think about retirement planning or already navigating the complexities of being a business owner, this…
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War & Volatility: Why Boring Portfolios Still Win (6/23/2025)
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After an unstable week, Brian unpacks this last weekend’s geopolitical drama with Iran and its ripple effects across global markets. While the headlines scream war, oil prices, and defense stocks, he zooms in on a more powerful long-term message: boring investing still wins. He uses a real-life client story—going from $50K to over $1 million in 10 …
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Don flies solo from Florida while Tom continues his Euro-tour, tackling the deep flaws in Morningstar’s mutual fund and target-date fund ratings. He skewers their cozy relationship with high-fee fund companies and explains how commission-based funds keep getting top honors while cheaper, investor-friendly alternatives like Vanguard are buried down …
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Episode 77:What the Supreme Court’s ERISA Decision Means for Retirement Plans
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In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA's prohibited transaction rules, exemptions, and the re…
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When Do Roth Conversions STOP Making Sense? - 535
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26:43
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Ryan in Texas is in the 32% tax bracket. Where should he save for retirement so he’ll be in a lower bracket? Should Weronika in Texas pay the taxes now to convert to Roth for lifetime tax-free growth in the future, even though she’s in the 37% tax bracket? And Jerry in Phoenix wonders if there is a point where Joe would come to the conclusion that …
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Market reactions to rate cuts and when annuities are right for someone
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14:05
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Mike Riedmiller of Riedmiller Wealth Management talks about the prospect of Fed rate cuts and how predicting what the market will do is tough. So, Mike prescribes building a retirement plan that is not dependent on one outcome. Mike also discusses the pros and cons of annuities, why re-financing for better rates in annuities is a good option, and h…
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I'm 68 and was planning on waiting until 70 for Social Security, but I am concerned about the shortfall and the potential for means testing. Should I take it now? Have a money question? Email us here Subscribe to Jill on Money LIVE Su…
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