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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 ...
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
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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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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 ...
 
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.
 
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
 
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.
 
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.
 
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 ...
 
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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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.
 
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.
 
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/
 
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.
 
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 ...
 
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.
 
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
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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https://www.einsteinretirementworkshops.com/Einstein Retirement Daily, its content, and its presenter are not giving specific tax, legal or investment advice. If you hear something in our show that causes you to want to take specific action, please consult with the appropriate professional who knows your specific circumstance before taking any acti…
 
Today I'm talking about preferred stocks. Why? One of our listeners, Gene, was recently concerned about the low yields he was getting on bonds & cash. And he was wondering if preferred stocks would be an appropriate alternative. In addition to answered Gene's great question, I'm also breaking down: What preferred stocks are Why you might invest in …
 
Can learning from your parents’ mistakes help you age gracefully? In his 50s Steven Petrow began a list of things he was observing that he vowed never to do when he became old. Now in his 60s, he has a different appreciation of his observations. Listen in to a fascinating conversation as Steven shares his humor and insights on making smarter choice…
 
News from Washington about needing to raise the debt ceiling. The administration is saying if we don't raise the debt ceiling then interest rates could go up and social security benefits could be delayed. Is this a reality or just a political dance? Plus, we check our phone multiple times a day, should we check our financial accounts just as much? …
 
In this episode of Women's Retirement Radio, I'm joined by Ronnie Genser. Ronnie is the founder of Bereavement Navigators. Since 2012, Bereavement Navigators has assisted widows and widowers with the myriad of non-legal, non-financial advisory, and non-accounting/tax tasks they are faced with after the death of their loved one. Bereavement Navigato…
 
Micah Shilanski joins Steven on the podcast this week to talk about a recent experience his team had with a problematic tax return. Micah's team noticed some red flags and then sent the return to the RTS team for review. Keep listening to find out how they resolved the situation without ruffling any feathers.…
 
The end of the year is coming up right around the corner, and you know what that means: it’s time for end-of-the-year tax planning! However, this year’s tax planning may look a bit different with new tax legislation making its way down the congressional pipeline. Many wealthy individuals are nervous about what the current regime has in store for th…
 
Sometimes I think we should start a new political party entitled "We". It would be based on the premise that we should help and care for one another. That we all have rights and responsibilities to everyone else. That would be different.Del Lowery
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about Affirm, how job shortages can affect the market, can Amazon double from here and more. MarathonMo…
 
When you file for social security … hundreds of thousands of dollars are at stake. Learn how you could wring every nickel out of your benefits on Retirement Solutions Radio Show.Air Date: 10/16/21B.O.S.S. Retirement Solutions
 
In this episode of Retirement Unlimited, Randy dives into The Flexibility of Donor-Advised Funds in the Retirement Update. Next, Randy reviews Inflation: Fighting Trim in Tactical Asset Management. Lastly, Randy delves into Paying For the New Roof Over Your Head in News You Can Use.Randy Barkley
 
Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions. The post COLA and Other Changes To Social Security For 2022: Q&A #2142 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP®
 
Today we’re sharing some wisdom from motivational speaker and coach Tony Robbins about the importance of feeding your mind. Find out five ways you can live your best post-pandemic life. Read more and get additional financial resources here: https://wp.me/paeENs-cM Watch Tony Robbin's video: https://www.youtube.com/watch?v=Aupn1QUSxdw&t=25s Chili Re…
 
Your host Rob Cannon discusses the impact Inflation can have on your retirement. Rob also dives into your parents and grandparents retirement compared and contrasted to what your retirement may look like.Rob Cannon
 
This week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire. Then Coach Pete reveals five unexpected sources of retirement income that could make a big difference moving into your golden years. Coach Pete digs into his book Have You Been Talking to Financial…
 
Are there any “Red Flags” in your financial life or your retirement plan? In this week's episode we explore this question and discuss several possible “Red Flags” and possible strategies to consider. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As al…
 
This week's retirement reading is from Forbes titled, What You Need To Know About The Confusing Roth IRA Five-Year Rule . 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/244. Show Notes: RetireWithPurpose.com/244 Rate & Review the Podcast: RetireWithP…
 
Do you feel like you are late to the ball game in saving for retirement? Have you ever wondered if an annuity could take some of the stress out of writing your own retirement paycheck? Are you trying to figure out the best way to self-fund long-term care for you or your spouse? All of these questions come directly from listeners like you. If you ha…
 
On this week's episode of Retirement You Radio, Brian Quaranta shares 5 effective ways to protect your retirement savings from rising inflation rates.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment AdviserBrian Quaranta
 
Sometimes wisdom comes from the most unlikely places. Today we take celebrity advice and apply it to our own financial lives for a new take on how to approach your financial plan. Read and learn more: https://petersonfg.com/unlikely-financial-wisdom/ What we discuss: 1:21 - “I’m my own worst enemy.” 4:43 - “Anybody you put on TV for five hours a we…
 
Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around. Read and get additional financial information: https://retirementelevatedpodcast.com/podcast/ep-75-lazy-money/ What we discuss: 1:00 - What is lazy money? 3:09 - Why do people have it? 4:29 - Why is ha…
 
This week Brian continues with the checklist challenge. He talks through the different questions and how someone can take a lot of the guesswork out of preparing for retirement by taking the Checklist Challenge.Brian and Clayton, Hosts of Retirement Radio
 
If you are like most people, you probably know you should create an estate plan, but you haven't gotten around to it just yet. Before you do, make sure to learn the similarities and differences between a will and a trust so that you can be best prepared to create an Estate Plan that ensures your wishes are met when (not if) something happens to you…
 
Quarter three just wrapped up and the numbers are in. Brent, Matthew, and Joshua discuss reasons for the slight pullback and some newsworthy items to be aware of as we head into the last quarter of the year. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977Matthew Theal, Brent Pasqua, Joshua Winterswyk
 
Check out Jeremy’s latest podcast on simple and tax-efficient estate planning strategies by listening on “Apple Podcasts” or “Google Podcasts” or read below for 4 Must-Knows of Estate Planning. #54 – What happens when you or your spouse unexpectedly pass away? No one likes this question. But it’s an extremely important one to think about. Why? To p…
 
On this week’s episode of The Secure Retirement Podcast, Ken Armstrong joins us. Ken is a lifetime learner who is passionate about seeking new horizons. Ken says, “I challenge my friends to seek new horizons every day whether retired or not… if we’re not seeking new horizons we’re standing in one place... not moving.” At 73, Ken is preparing to emb…
 
A few weeks ago Holly joined us on the podcast to discuss what happens when you die without a will in place. This week we welcome Holly back to discuss the rules of making gifts when you are acting in the role of an attorney under a Power of Attorney. Most people want to mitigate the inheritance tax their estate will pay, and this need becomes more…
 
We talk a lot about preparing for retirement. But what about those of us that don't want to retire, at least not yet? Today, we are going to discuss why people wait to retire and what impacts their decision. Some people really love their careers and they've worked hard to get to their current positions. But do you have a plan if things were to chan…
 
It can be tempting to procrastinate and to figure things out later. But putting certain things off in our finances can really affect our retirement plan. On today's episode, we are going to discuss 5 things that people either want to wait on or have questions about putting off. Writing a will, paying off debt, cashing in on Social Security, are all…
 
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/…
 
Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…
 
One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs. Contact: https://www.averywealth.com/ 517-783-1695Dan Reese
 
We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.comBarbara Lane and Phil Guske
 
In the current economic situation, excitement can build with the thought of the availability of investing opportunities. However, some opportunities could lead to great risk. Talking about boring investing could really be a valuable conversation. In this episode, Mike talks about the exciting part of boring investing. When it comes to cryptos and s…
 
How do you figure out the required minimum distributions (RMD) on your retirement accounts? What are the taxes? Can you reduce or eliminate the taxes? In this episode, J Barry Watts and Eric Burlison look at four ways you can reduce or eliminate the taxes owed on your RMDs. Barry and Eric remind listeners of what a RMD is, and when you are expected…
 
On this episode Chris discusses why focusing on retirement lifestyle is so important, discusses the new Social Security Trustees report and his thoughts on the viability of Social Security for today's retirees. Then rounds up with a discussion of why the timing of when you retire can have a potentially huge impact on your retirement plan sustainabi…
 
Over the last several years Medicare like Social Security has been under attack. Being given to people who perhaps shouldn’t qualify, taken from people who need it and abused by the greedy, the government has been looking hard at Medicare usage. As a result, defining what is medically necessary and getting Medicare approval has become more difficul…
 
Theresa Whitmarsh, Executive Director, Washington State Investment Board will retire at the end of 2021 after 18 years of service. The Board manages more than $165 billion in assets, and is one of the top 5 best funded and highest performing pension funds in the nation. It also is a leader in private asset investing, with private equity, real estat…
 
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