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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • 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, I'll a ...
 
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Retirement Starts Today

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Retirement Starts Today

Benjamin Brandt CFP®, RICP®

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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
 
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Big Picture Retirement

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Big Picture Retirement

Devin Carroll and John Ross

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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
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Rock Your Retirement Show

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Rock Your Retirement Show

Kathe Kline and her guests discuss Retirement Lifestyle, not money.

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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 ...
 
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The Retirement Tax Podcast

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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
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Retirement 360

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Retirement 360

Alan Mercurio

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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
 
Retirement Chat Radio was created to help anyone with questions related to retirement. With its team of financial experts, Retirement Chat Radio provides reliable advice designed to help listeners plan for their retirement in the best possible way. From choosing the retirement path, understanding 401k's, and answering basic retirement planning strategies - this radio show covers it all! Get your questions answered and take control of your future with Retirement Chat Radio!
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
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Success in the New Retirement

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Success in the New Retirement

Damon Roberts, Matt Deaton

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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 ...
 
Discover tried-and-true methods for a happier, more fulfilling retirement that can begin at any time, not just at 59 1/2 or 65. If you are already retired, you can attest that having the most fantastic retirement does not depend just on the numbers. After spending the previous two decades working for Wall Street, I'm fired up to tell my experience and inspire everyone who comes my way to break free, gain confidence, eliminate uncertainty, and use my technique to retire or re-shape their reti ...
 
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Retirement Revealed

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Retirement Revealed

Jeremy Keil

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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, includ ...
 
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A Wiser Retirement™

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A Wiser Retirement™

Wiser Wealth Management

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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.
 
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.
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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. Through Retirement Planning education, resources, an ...
 
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
 
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Gone are the days when people would clock out at age 65 and move into a retirement community to live out their golden years. Instead, retirement expectations are changing as Canadians enjoy longer, richer lives well into their senior years. While some may choose to continue working, others will travel, pick up new hobbies or even start businesses, beginning a new chapter in their career. As retirement perceptions shift, the way retirement portfolios are constructed must also evolve. Retireme ...
 
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show series
 
Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. The post Retirement and IRA Questions From Ed Slott Part 3: EDU #2312 appeared first on The Retirement and IRA Show.द्वारा Jim Saulnier, CFP® & Chris Stein, CFP®
 
On this audio podcast, Miguel Gonzalez talks about Spring and how this is a good time to refresh your retirement plan. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https:/…
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Overcome Financial Fear And Perfectionism To Live A Life Of Financial Wellness. Summary: [129] – Financial wellness can seem elusive, with many hurdles to overcome, but today we’re tackling two major obstacles that…
 
*** More Than Money is officially out! Click here to grab your copy now. *** (All net proceeds being donated to non-profit organizations dedicated to improving financial literacy and diversity in the profession.) --- Today I’m sharing my recent conversation with Joe Saul-Sehy from Stacking Benjamins. Together, Joe and I break down two real-life cas…
 
Between inflation, a possible recession, and bank failures, our economy feels chaotic right now. However, that doesn’t mean that now’s the time to panic. Instead, this is your opportunity to get a better understanding of these complex situations and make sure you’re doing everything you can to keep your individual financial plan strong and healthy.…
 
Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. Today you’ll learn how you can start life again on your own. Mark Trautman joins me agai…
 
After accumulating wealth for years, you want it to be inherited by the right beneficiaries when the time comes. (Instead of your ex-spouse from 10 years ago!) If you are the one inheriting the IRA, you want to minimize the tax liability on your inheritance. In this episode, J. Barry Watts explains the most tax-efficient way to handle inherited IRA…
 
You hear lots of talk about how real estate can save you money on taxes. But how much can it actually save you? Getting a real number can be tricky, but Zach Lemaster and Adam Schroeder talk with CPA Amanda Han about how taxes differ based on 3 different methods of investing in real estate. Listen in as Amanda explains how real estate offsets your …
 
I have had a few emails and phone calls with people asking about the safety of their banks. Should they change banks? Should they diversify across banks? What's protected and so on. So in today's show, I want to answer some of these questions and give you the resources you need to evaluate your bank or credit union and also answer the question of h…
 
Matt Deaton details what lead to the SVB collapse and what mistakes could have been avoided. Plus, how this could affect your retirement savings and what opportunities are available to protect your assets. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com…
 
The big news lately has been about bank failures. Since the banking industry is closely tied to the investment business, this has raised the question, “are my investments safe?” What happens if my brokerage company or asset custodian goes out of business?
 
Do you want to know how you can fully utilize your biggest advantage over the IRS? Listen to this episode to find out. Today, we explore a ThinkAdvisor.com article that turns traditional retirement tax thinking on its head. Then, Bret helps me answer a listener's question about opening a Roth IRA when your salary is too high. Bret has a great tip t…
 
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different reasons people often fear investing in the stock market, but shouldn't. Podcast Episodes Referenced: - Ep 53: Invest Now, In this Market? - Ep 91: Is Your Behavior Affecting Your Portfolio? Yo…
 
In this episode, Steven and his guest Derek Notman dive into some of the non-technical areas of tax planning and talk about why it's so important to include in a client's life. Derek shares insight from his years of experience on the important of personal branding and building trust and talks about why taxes are so important for him personally in w…
 
After some words on the recent Silicon Valley Bank failure, Alan and Troy take a look at the upcoming groups of retirees - baby boomers in the present day and Gen Xers in the near future - and discuss what each needs to do to be as prepared for retirement as they can be.द्वारा Alan Mercurio
 
Communicating across generations is something of a challenge that we retired people have to learn. There are no classes, college courses, or how to books on this one. We must all invent our own method. Or, we can just let it happen if it does.द्वारा Del Lowery
 
Global debt is around 300 trillion today. At the beginning of this century, it was just under 100 trillion, and it's gone up three times just in the last 20 years. And over the last 10 years, there's been a massive growth in derivatives, now estimated to exceed $2 quadrillion. Don’t miss this week’s episode of Retirement Lifestyle Advocates radio, …
 
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Investment Concepts Show Title: The Different Types of Investments -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Investing For Retirement vs Investing In Retirement (starting at 06:30) -Mailbag - Getting cold feet heading in retiremen…
 
Episode 407: To reiterate…we’re not yet seeing a Black Swan event or a failure of the system. What’s happening in the economy is what should be anticipated during a Fed tightening cycle. What you’re witnessing isn’t a failure of the system, it’s the way the system is designed to work (by the Central Planners). We’re currently in the contraction pha…
 
On this week's episode, Neil Fenning, one of our Washington State-based planners joins Brian Decker, the owner & founder of Decker Retirement Planning. They're talking about the Silicon Valley Bank collapse. You'll hear about what happened and why it matters. Brian and Neil will also cover how it can affect retirees and how we, at Decker Retirement…
 
Taxes in retirement can be quite different from taxes during the working years. Are you working with an advisor that incorporates tax aware planning in your financial and retirement planning? Are you experiencing or will you experience unintended consequences in the future? On this episode we take some time to discuss how things may change regardin…
 
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricted application? Can I still file and suspend? So many questions and not enough answers. But, we're fixing t…
 
Welcome to the Retirement Without Numbers podcast, where we explore the emotional side of retirement planning. In this teaser episode, we're going to talk about why tossing the numbers is so important when it comes to retirement planning and beyond. After working with retirees for over two decades, I've come to realize that traditional retirement p…
 
Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement? In this episode, Marissa Almendarez is on the show to discuss the different ways you can start implementing physical activity into your day, whether you are in your 20s, 50s, and even 80s! Marissa discu…
 
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments…
 
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Get your Retirement Coach 360 session: Call: 470-508-0508 Website: https://blackoakam.com/द्वारा Ryan Ledden
 
When saving for retirement, a lot of people look to their 401(k). But what happens after you’ve maxed out your contribution based on the yearly limit? Eric explains what options you have to invest toward your retirement beyond a 401(k). This will include money in the different buckets as well as other products to consider. Here are the questions Er…
 
Summary of the various tax forms retirees are likely to receive at tax return time. Discusses 1099s, 5498's, 1095's and more! Links in this episode: Boomer Benefits Facebook group - https://www.facebook.com/groups/BoomerBenefits Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Educa…
 
On this audio replay of CRI’s February 9, 2023 webinar, Angela Antonelli moderates a series of panel presentations by: Will Hansen, Chief Government Affairs Officer, American Retirement Association Jessica Muirhead, Executive Director, MyCTSavings Chad Mullen, Director, Financial Security, AARP Chad Parks, CEO, Ubiquity Retirement + Savings William…
 
We'll explore the high cost of financial anxiety in your retirement years. Is there a way to completely alleviate the anxiety and know for sure that you are safe? Is safety even possible in this day and age? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retire…
 
In this episode Ben and Steven discuss foundational principles that every tax payer should be aware of but was likely never taught. Taking ideas right out of Steven's new book, "Don't Get Killed on Taxes", the Least Boring Tax Podcast will teach you a few things you need to understand to get started on making your own tax plan. http://bit.ly/3Ths1U…
 
Today we're talking all things real estate with Kiley Willis. Kiley is a realtor at ReeceNichols Plaza in Kansas City (licensed in both Kansas and Missouri), and she is one of Kansas City's top real estate producers. Last year she was the top-ranked solo agent by sales volume at her old brokerage. And since 2016, she has sold more than 220 homes va…
 
Have you ever wondered how to go about tackling the tricky subject of getting older with loved ones who are doing just that? How to start those taboo conversations about whether dad should hang up his driving gloves, or what happens when an elderly friend or relative become incapable of living alone? Then this episode is for you. My guest, geriatri…
 
Ready to Design Your New Life in Retirement? Join our Group Program starting in April – Learn more here __________________________ Healthy aging and positive aging are topics you’ll want to learn more about as you’re planning for retirement. Dr. Rosanne Leipzig, author of Honest Aging: An Insider’s Guide to the Second Half of Life, highlights what …
 
Ideas around retirement have changed over the past few years — and so too has the way older Canadians spend and invest their money. In this episode, personal finance expert Bruce Sellery, Investor Economics’ Carlos Cardone and Mackenzie Investments’ Sylvia Vago talk about how retirement has evolved and what it means to live a rewired life.…
 
Unretirement is the phenomenon of people returning to work after retiring fromtheir careersor jobs. It’s a trend that’s becoming increasingly common.This mightmeanreturning to a former job, starting a new career or business, workingpart-time, or taking on consulting or freelance work. People are living longer, healthierlives. Thismeans that someret…
 
Welcome back to Powering Your Retirement Radio. I want to discuss Long Term Care or Extended Care. This is insurance and not an investment. Insurance, in the long run, is better to have and not need, than to need and not have. It is also better to buy it before there is a need because, at that point, it is either very expensive or not available. So…
 
This podcast is a brief continuation of my last podcast on research and watchlists - where to find information outside of your investing platform. I continue with an introduction into options trading.द्वारा ecoxn
 
We are starting a new project with previous guests Edd and Cynthia. Edd and Cynthia have been traveling the world for the past 13 years, living on their Social Security income. They picked a location with a low cost of living, which is how they are able to afford their lifestyle. During COVID, Ecuador followed the US's lead and was strict about the…
 
Following the wisdom and quotes of Yogi Berra, we compare some lessons in financial planning with what we’ve heard from this famous professional baseball player. From assessing past financial decisions you’ve made to planning for your financial future, there’s a lot of takeaways we can learn from Yogi Berra. Here are the quotes we discuss on today’…
 
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