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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 ...
 
Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Ev ...
 
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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 ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
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.
 
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 ...
 
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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 ...
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
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.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
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 ...
 
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.
 
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
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
 
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 ...
 
Join the team at National Retirement Group for helpful conversations about money, retirement, and planning for your financial future. From retirement to income, insurance, long term care, and many other topics, this is the show for you if you or a loved one are planning your financial future and need some helpful guidance along the way. The National Retirement Group, based in St. Petersburg, Florida, wants to help protect your financial future so you can live confidently. Mark LaTessa is you ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
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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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Jim and Chris sit down to discuss the topic of market volatility and its often misunderstood relationship with spending in retirement. The post Market Volatility and Spending In Retirement: EDU #2204 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP®
 
Michael Kreps, Principal & Co-Chair of the Retirement Services Practice, Groom Law Group, discusses how well the retirement system continues to hold up as we begin a new year; provides an overview of some of the more significant retirement related legislative reform initiatives considered but not enacted by Congress in 2021 with his predictions for…
 
In this episode Darius "Hootie" Rucker gives solid financial advice regarding making big financial decisions and when it's time to call an advisor. Plus, where do we stand with Cryptocurrency in 2022? Is it stronger than ever or still a risky stock? Finally, Damon Roberts explains why an Estate Plan is more important than just making a list of thin…
 
Check out Jeremy’s latest podcast on real estate investing by listening on “Apple Podcasts” or “Google Podcasts” or read below to know What It’s Like To Invest in Real Estate. #69 – If you’re consistently contributing to your IRAs, SEPs, or other retirement accounts, that’s great. But do you want to go beyond traditional investing? If yes, then rea…
 
We learned in the first episode of Retirement Plan Live that Joelle and her husband Mike had moved to a new area to pursue their retirement dreams. Joelle and Mike are now learning how to build community and purpose in their new home. Listen in to learn how Joelle plans to make social connections and find purpose in retirement as she creates her ne…
 
Today I'm tackling part 2 of our life insurance in retirement series. To help, friend and fellow financial planner, Stephanie McCullough stops by. Together, we cover three main things: An academic use case for permanent life insurance to create retirement income A step-by-step process for evaluating an existing policy Tips and resources for getting…
 
The markets haven't been playing nicely since January 1st. In fact some people believe that this may be the time for a big correction which can cause panic and fear, which usually leads to bad decisions. In this episode I dive into; - Market volatility. - Crystal balls and market timing. - Bad headlines always sell the best! How the media thrives o…
 
It's one of the cornerstones of any retirement income plan - Social Security. But the rules surrounding it can be tricky when it comes to claiming benefits. Today Alan discusses how choosing the right time to claim them can lead to more money for your retirement, and how making the wrong decision can cost you big.…
 
What are your goals and plans for this year – and beyond? Each year offers fresh opportunities for new pursuits, new goals and often big transitions. The fun part is the goal-setting, envisioning your future and how things can unfold. But how do you begin? How do you start to move forward on your big goals in a way that works, especially when you’r…
 
In this episode of Women's Retirement Radio, I'm joined by Perry Chesney. Perry is a Wealth Management Consultant at HC Advisors in Atlanta. He's also a consultant with Red Rock Strategic Partners. Perry serves a small, select group of high net worth clients in his Wealth Management Consultant role. And through Red Rock Strategic Partners, Perry co…
 
Enrolled Agent Matthew Lincoln returns to the show this week to flip the script and interview Steven! From how he got started off in the industry, to the methods of collaboration that RTS employs, listen in as your host gets candid with his experiences.
 
Unfortunately, a lot of couples aren’t on the same page when it comes to their financial and retirement plans. Do you understand the spousal options on your pension? Are you and your spouse coordinating your Social Security? There’s a lot to strategize here. Maybe one of you will start collecting your benefits as soon as you retire and the other sp…
 
Deciding whether to delay filing for Social Security is a hefty decision. Waiting to collect Social Security until age 70 will increase your monthly benefit by 32%, but that doesn’t mean much if you don’t live long enough to reap the rewards of being patient. In today’s retirement headlines segment, I’ll share an article written by Jeffrey Levine f…
 
In this episode of Retirement Unlimited, Randy dives into Social Security Expectations in the Retirement Update. Next, Randy reviews Lower Interest Rates, Longer Productivity in Tactical Asset Management. Lastly, Randy delves into Electrification of Everything in News You Can Use.Randy Barkley
 
During this episode, we’re going to discuss some potentially wise financial new year’s resolutions that are specific to retirees. We’ll also spend some time discussing financial steps folks may want to take in the decade before they retire.Greg Gunther
 
This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/265. Show Notes: RetireWithPurpose.com/265 Rate & Review the Podcast: RetireWithPurpose.com/…
 
If there is one thing that is very obvious about the near future, it’s that we’re living in very unpredictable times. Who would’ve thought we would still be in the middle of a pandemic? And who could’ve imagined interest rates to still be as low as they are now? Simply put, you can’t always know what’s going to happen–and you need to be able to be …
 
A new year brings a lot forth that will affect your retirement. On this podcast, Dave Hall discusses the impact 2021 will have on retirement planning in 2022. He further discusses changes being made to Social Security and how inflation has impacted medical costs. For more information on these changes, 2022 challenges and how they will impact your r…
 
Are you worried about outliving your money? Looking into an annuity may be an option to sustain the longevity of your retirement plan. If Social Security and pensions won’t cover your monthly income in retirement, what options do you have? There are different types of annuities that can match different situations. Perhaps you want to stay home in y…
 
Let’s play a little game of overrated or underrated to see how Eric feels about a number of financial topics (and some silly ones) in today’s podcast! Which of these do you agree with? What we discuss: 1:09 - Over or under: getting a big tax refund? 3:23 - Is Star Wars overrated? 5:38 - Should you pay off your house early? 7:21 - Are variable annui…
 
Are you one of the many people resigning from your job right now? What does it mean for your financial plan and financial future? What we discuss in this episode: 1:17 - People are leaving the workforce, coined the “Great Resignation.” 5:37 - Those leaving the workforce are no longer contributing to Social Security. 7:21 - Some chose to take money …
 
If retirement is on your mind, then listen up. Today’s show is a 5-part checklist that’ll help measure if you’re in good financial health and set yourself up for retirement success. What we discuss in this episode: 1:53 – Spend less than you make 2:47 – Future tax implications 5:06 – Know your retirement plan 6:54 – Retirement income plan 8:07 – Do…
 
We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Steve and Sean talk about some of the factors that have contributed to the rise of inflation and how this could impact your retirement plan. Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone…
 
If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/Ryan Ledden
 
Inflation continues to be a huge economic topic around the country, with no end in sight. We'll dive into the latest numbers and see how they could impact your retirement plan going forward. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996…
 
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092Michael Stewart
 
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace…
 
What is risk and what does it mean to be “Risk Averse”? Obviously, these terms have different meanings to different people. Additionally, different phases of life tend to pose different sets of risks. This week we explore these topics and different ways to think about them. Glenn is available for in person and Zoom meetings. Simply give us a call a…
 
In this podcast episode Jason gives you questions to consider and exercises to do to help you design a great life and plan for a wonderful year. Be sure to visit episode 366 at SoundRetirementPlanning.com for the free E-book, show notes, videos and software mentioned in this episode.Jason Parker
 
How are you preparing your finances in 2022? In this episode, Cindy Mueller discusses the top 5 suggestions for preparing your finances in 2022. Cindy covers budgeting, estate planning, and how inflation affects your finances. Plus, Cindy talks about the proposed tax law changes from Congress. Cindy discusses: Why budgeting can be important to a re…
 
Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retiree…
 
Episode 352: Goldman Sachs stock price took a big dive today, as did the entire stock market. But GS, like other high quality companies are extremely profitable with very reasonable valuations. In my opinion the current volatility in the stock market is not a time to panic but a time to buy quality stocks.-------------------------------------------…
 
Over the past year, 47% of grandparents invested more for their grandchildren. It isn’t clear if this is linked to the pandemic and our spending patterns, but what is clear are the huge benefits of doing this. Some research by NatWest shows that while three quarters of parents save for their children, around 83% of them stick to the “safe” option a…
 
Do you hope to retire in the next several years? Learn 8 financial dos and donts that could help you retire successfully! Don’t miss Retirement Solutions Radio.Air Date: 1/15/22B.O.S.S. Retirement Solutions
 
Today, Stephanie and Kevin cover a topic that can often get confusing for many people: the estate and gift tax system. This is different from the income tax system, and both are federal tax systems that everyone needs to be aware of when planning for retirement. At the end of the day, the IRS is getting paid. The only two questions, then, are: Who …
 
Hello, welcome back to Powering Your Retirement Radio. I'm your host, Dan Leonard. And this week we're going to look at 7 items to review to make sure you're starting the year off strong financially and on track for a great year. 1. 401k contributions Determine how much money you want to save for the year. The actual dollar amount. Divide that amou…
 
Whether you have an employer or you are working for yourself, making the transition into retirement means getting paid is going to be very different from what you are used to. As you are no longer getting regular paychecks, you have to completely rethink how you are getting your income. So, how do you create that paycheck when you’re no longer goin…
 
What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year. What we discuss: 1:23 - Adjust tax withholdings. 3:43 - Assess retirement contributions. 5:52 - Gather your tax information. 8:19 - What’s your overall retirement health? Get additional financial information: https://retiremen…
 
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