Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
…
continue reading
Podcast by Retirement Lifestyle Advocates
…
continue reading
Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
…
continue reading
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
…
continue reading

1
The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
…
continue reading
A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
Retirement Answers Today is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment decisio ...
…
continue reading
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 ...
…
continue reading
Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
…
continue reading
Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
…
continue reading
If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
…
continue reading
With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
…
continue reading
Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
…
continue reading
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
…
continue reading
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
…
continue reading
Retire Smarter
…
continue reading
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.
…
continue reading
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.
…
continue reading
Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
…
continue reading
Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
…
continue reading
Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
…
continue reading
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.
…
continue reading
The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
…
continue reading
Welcome to the Early Retirement Roadmap podcast, your audio guide to preparing for and thriving in early retirement! If you’re dreaming of retiring early but feeling overwhelmed about where to start, or if you’re already retired and looking to make the most of your freedom, you’re in the right place. I’m your host Mike Upland, and I successfully retired at 55. Through this podcast, I share my personal early retirement journey—the victories, the challenges, and all the essential lessons I’ve ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Your retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
…
continue reading
By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
…
continue reading
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
…
continue reading
Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
…
continue reading
Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
…
continue reading
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
…
continue reading
Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
…
continue reading
Podcast by Kristian Finfrock
…
continue reading
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! ...
…
continue reading
Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
…
continue reading
Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
…
continue reading

1
Simplicity on the Other Side of Complexity - Managing in the Middle (May 17, 2025)
54:28
54:28
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
54:28द्वारा Russell Pedersen
…
continue reading

1
Social Security, HSA Strategy, and Cost Basis: Q&A #2520
1:17:13
1:17:13
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:17:13With Jim away at a conference, Chris is joined by Jake and Jacob to answer listener questions on child-in-care spousal benefits, the Earnings Test, HSA strategy, reconstructing cost basis, and Social Security timing concerns. (6:00) A listener asks whether reaching full retirement age makes him ineligible for child-in-care spousal benefits, and wha…
…
continue reading

1
The Top 3 Social Security Mistakes Couples Must Avoid
14:32
14:32
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
14:32Could a simple mistake cost you thousands in Social Security benefits? The short answer is yes. Claiming too early, misjudging work penalties, or overlooking survivorship benefits can take a serious toll on your retirement income. So how do you avoid this? Tune in as certified retirement counselor Mark Struthers breaks down the top three Social Sec…
…
continue reading
In this episode, Grant and Bill discuss when retirement isn't a choice, can you afford long-term care, and will you have enough to live and spend the way you want?द्वारा Grant Dorhout
…
continue reading

1
The Surprising Regrets of Wealthy Retirees | Root Talks
16:05
16:05
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
16:05Retired with millions—but full of regret? In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else’s ve…
…
continue reading

1
Inbox Question | Home Equity for Long Term Care
13:05
13:05
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
13:05Today we answer Jeff’s question about using home equity to pay for end-of-life care — from tapping into equity for in-home support to selling the home to cover nursing home costs. In high-cost states like California, many seniors are house rich and cash poor, and this episode explores strategies to help families navigate that challenge. Although th…
…
continue reading

1
Is It Bad to Leave My 401(k) Where It Is?
10:55
10:55
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
10:55Got an old 401(k) collecting dust after a job change? You're not alone, and what you do with that account might have a big impact on your long-term financial health. In this episode, Ryan answers a listener’s question about whether it’s okay to leave your 401(k) where it is, or if you’re better off rolling it over. Spoiler alert: the answer isn’t o…
…
continue reading

1
How to Stay Calm When the Market Isn’t
12:44
12:44
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
12:44Thanks to a variety of economic and geopolitical circumstances, many people are experiencing some form of financial anxiety right now. Whether it’s market volatility, inflation headlines, or fears about Social Security and global instability, the emotional impact of uncertainty is very real. In this episode, Eric addresses what’s behind that anxiet…
…
continue reading

1
7 Pitfalls to Avoid If You Want to Stay Retired
16:59
16:59
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
16:59You’ve finally made it to retirement! But what if some of the choices you’re making right now are quietly pulling you back to work? Every year, countless retirees are forced back into the workplace. Not because they were reckless, but because they followed advice that sounded smart and safe. In this episode, I'm sharing 7 of the most common retirem…
…
continue reading
Summary In this podcast episode, Mike Hunsberger and Amy discuss the unique aspects of retirement planning for military retirees, focusing on the importance of understanding pensions, social security timing, and investment strategies. They emphasize the need for a thoughtful approach to financial planning that allows for a fulfilling lifestyle post…
…
continue reading

1
#151 – Retirement planning chat with a "real" person, Rob Berger
1:02:16
1:02:16
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:02:16Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Rob Berger, the creator of the Rob Berger YouTube channel, the founder of the former DoughRoller website, published author and more!. They talk about a wide array of retirement planning topics such as when he started getting serious abou…
…
continue reading

1
EP # 141 | Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser
21:10
21:10
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
21:10What if retirement wasn’t the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmental psychologist and founder of The Mentor Project, about how retirees can find purpose, connection, and fulfillment through mentorship, movement, and mindset. They explore the concept of generativity—our…
…
continue reading

1
Common Pitfalls Of Estate Planning
17:10
17:10
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
17:10In this episode of the Kingsguard Capitol Retirement Wars podcast, hosts Joseph and Chris Cervinca discuss critical aspects of retirement planning, focusing on legacy planning and estate management. They explore the differences between wills and trusts, the importance of beneficiary designations, and strategies like Qualified Charitable Distributio…
…
continue reading

1
Retirement Stats That’ll Make You Rethink Working Another Year
7:07
7:07
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
7:07Is working longer really worth it? In this episode, I break down 3 retirement stats and insights that could completely change the way you think about work, wealth, and health in retirement. If you're planning for early retirement, these numbers might just shift your whole retirement strategy. Here's what you'll learn: • Why 63.9 years is a critical…
…
continue reading

1
How to Financially Plan to Live to 100 | Longevity & Retirement Tips
3:44
3:44
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
3:44In this episode, Miguel Gonzalez, CRC®, shares key strategies to help you plan for a long life—covering healthcare, income, savings, and wellness. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, …
…
continue reading

1
Avoiding 3 High-Achieving Career Retirement Mistakes
30:59
30:59
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
30:59Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons. I’ve worked with people from all walks of life, and I can confidently say that every retirement has its own unique challenges. My guest on this week’s episode of Retirement Revealed, Elizabeth Zelinka Parsons, wro…
…
continue reading

1
Future-Proof Your Retirement with These Key Tips
52:55
52:55
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
52:55Navigating the intricacies of Social Security can feel like deciphering a complex puzzle... But what if you had expert guides to help secure your financial future? In this episode, John Curry and April Schoen explore the vital aspects of Social Security retirement benefits, offering insights on how to maximize them for a secure retirement amidst th…
…
continue reading

1
Are You Planning To Retire In 2025?
18:41
18:41
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
18:41If you're planning to retire in 2025, and you have questions or some concerns with the current economic environment . . . you may want to listen in on our conversation as we discuss different aspects of of making this decision. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation.…
…
continue reading

1
Social Security Spousal Benefits - Avoid These Common Mistakes
14:54
14:54
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
14:54Most retirees assume they are entitled to 50% of their spouse's Social Security, but that is not true... In this episode, I outline the rules for Social Security spousal benefits, how it works, and why your decision to take Social Security impacts your spousal benefits. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you wan…
…
continue reading

1
The Tipping Dilemma: Are We Overdoing It?
19:55
19:55
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
19:55In this conversation, Kevin discusses various aspects of retirement planning, including the cultural phenomenon of tipping, the hidden fees associated with retirement accounts, the importance of professional guidance, guaranteed income strategies, and the impact of inflation on retirement finances. He emphasizes the need for individuals to be aware…
…
continue reading

1
Good VS Bad Debt AND Another Look at Changes to Social Security
9:15
9:15
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
9:15In this conversation, Doug and Mike discuss the complexities of managing debt as one approaches retirement. They explore the distinction between good and bad debt, the importance of financial planning, and strategies for ensuring a stable income during retirement. The discussion emphasizes the need for a comprehensive plan to navigate financial cha…
…
continue reading

1
Navigating Retirement Income: Strategies for Success
17:55
17:55
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
17:55In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes th…
…
continue reading

1
When Should You Make the Move to a Roth Conversion?
9:30
9:30
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
9:30When Should You Make the Move to a Roth Conversion? The most thrilling part of a horse race is the homestretch when you need to make your move before the finish line. It’s like taxes in retirement. In this episode of Countdown to Retirement, Gregg MacInnis talks about the advantages of a Roth conversion in which you pay taxes now and withdraw the m…
…
continue reading
In this episode, John Blanchard discusses the importance of financial planning as one approaches retirement, particularly focusing on market volatility and the strategies to mitigate risks. He emphasizes the need for a structured approach to asset allocation, dividing investments into three buckets: now, soon, and later. The conversation also touch…
…
continue reading

1
#158 - Social Security, AI Stocks and Tesla
50:48
50:48
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
50:48Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Securi…
…
continue reading

1
Episode 50: Are Choice Simplicity and Flexibility Key to the Design of Lifetime Income Solutions?
37:16
37:16
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
37:16Rebecca Tadikonda, Executive Vice President, Strategy and Innovation, Athene, discusses the challenges individuals face saving for retirement, the importance of lifetime income, what savers say they want and need when managing their income once they retire, and how the industry is innovating with products designed to respond to these wants and need…
…
continue reading

1
Retirement Income Strategies - Financial Bad Habits
59:55
59:55
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
59:55द्वारा Kristian Finfrock
…
continue reading

1
The Stress Paradox – Sharon Bergquist, MD
39:33
39:33
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
39:33Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier, shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity. Dr. Sharon Bergquist joins us from Atlanta. ___________…
…
continue reading

1
106: Tariffs, Trade Wars and Tax Cuts: An Economist’s View of the Global Economy with Dr. Arthur Laffer
58:27
58:27
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
58:27One of the biggest issues on every American’s mind is the impact of a global trade war and how trade policies and tariffs will impact their financial future—and rightfully so. Shifting economic alliances can have far-reaching effects on markets, inflation, and long-term investment strategies and we couldn’t be more thrilled to welcome today’s guest…
…
continue reading

1
Understanding the Four Key Stages of Retirement
31:19
31:19
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
31:19In this episode, financial advisors and retirement planners Jim and Casey discuss the four stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to ensure a fulfilling and financially secure retirement. The hosts break down key strategies such as maximizing contri…
…
continue reading

1
How Often Should I Rebalance in Retirement?
20:44
20:44
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
20:44We’re talking about rebalancing! Rebalancing is key to any retirement plan, but how often should we do it? That’s the topic of today’s retirement headlines segment, where we’re going to look at an article by by Jennifer Reed Key discussion points: 💵 Financial Considerations 💔 Emotional Considerations 🧩 Relational Considerations 📊 A Look at the Numb…
…
continue reading

1
Taxes: You're standing in your own way! with Mando Sallavanti
31:12
31:12
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
31:12In this episode, Steven is joined by Mando Sallavanti, a Financial Advisor with MassMutual who focuses on taxes in a way that would make many independent advisors jealous. Mando shares how he so quickly learned enough about taxes for himself that he could start helping his clients pay less in taxes, too. He also reflects on the process he personall…
…
continue reading
This is one of the greatest things about retirement. When we are working at going to school or going to work our lives are pretty well filled up. We don't have time or energy to really consider some of the basics of our lives.द्वारा Del Lowery
…
continue reading

1
2025-05-11 - Economic Crossroads: Navigating Tariffs, Demographics, and Healthcare Reform
43:14
43:14
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
43:14In a riveting RLA Radio episode, host Dennis Tubbergen and financial analyst Karl Denninger deliver a sobering assessment of America's economic future, challenging conventional wisdom on tariffs by framing them as economic equalizers that could revitalize domestic manufacturing while warning of a demographic cliff similar to Japan's—with plummeting…
…
continue reading
Send us a textद्वारा Akers Financial Group
…
continue reading
In this episode I discuss what to do as we near the possible end to the volatility as a result of the tarrifs. My dicussion focuses on your state of mind as an investor as opposed to pure metrics. This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunites in the mark…
…
continue reading

1
454 Unlocking the Spousal Top-Up Strategy in Social Security
11:03
11:03
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
11:03One of the most common Social Security questions we get is this: “If my spouse starts her Social Security at age 62 and I wait until age 70 to start mine, can she receive a higher spousal benefit when I start?” When it comes to Social Security, most people know you can qualify for retirement benefits based on your own work history — the taxes you p…
…
continue reading
Are you saving so much for retirement that it’s squeezing your life today? In this episode, Sean answers a viewer question about finding the right balance between preparing for the future and living fully in the present. Can you save too much? Are you over-saving at the expense of living now? Sean addresses the listener’s concern that he’s maxing o…
…
continue reading

1
Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)
35:04
35:04
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
35:04Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, p…
…
continue reading

1
From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
34:47
34:47
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
34:47In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managin…
…
continue reading

1
Am I Saving Too Much For Retirement?
15:10
15:10
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
15:10Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…
…
continue reading

1
Tools and Tips for a Happy Retirement with Marlene Scheipel, PhD
37:02
37:02
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
37:02In this episode of the Rock Your Retirement Show, host Kathe Kline and co-host Barb welcome Dr. Marlene Scheipel, a PhD in counseling psychology and licensed life coach, to discuss navigating the emotional and psychological aspects of retirement. Dr. Scheipel shares her extensive experience working with clients who are approaching or already in ret…
…
continue reading

1
042: Family Expectations in Retirement, Annuities & Tips for a Happy Retirement
52:00
52:00
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
52:00In this episode of "Own Your Retirement Show," Josh Bretl delves into essential tips for a happy and successful retirement, emphasizing the importance of planning and having conversations with family about expectations, health, and financial desires. Josh shares personal anecdotes about his family's approach to retirement and stresses the significa…
…
continue reading

1
Estate Sale Secrets - Sharon McKenzie of McKenzie Estate Sales and Auctions
46:04
46:04
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
46:04Discover the fascinating world of estate sales with Sharon McKenzie-Venning, owner of Mackenzie Estate Sales and Real Estate Services. In this revealing interview, Sharon shares her journey from Brooklyn teacher to successful estate sale entrepreneur, celebrating 10 years in business. Learn the difference between garage sales and estate sales, hear…
…
continue reading