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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 ...
 
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.
 
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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 ...
 
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
 
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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.
 
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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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 ...
 
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 ...
 
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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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.
 
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 ...
 
Your life changes drastically when you retire. You've spent 30, 40, 50, even 60 years of your life thinking about the day you no longer have to work. You've dreamt of the freedom that provides. The Retirement = Freedom podcast walks you through all the little things you need to understand in order to have the freedom in retirement that you deserve.
 
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 ...
 
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show series
 
The central banks themselves are in trouble. The crisis that we now face is potentially a lot more severe than anything we have seen since the Wall Street crash in 1929 to 1932, and the aftermath of that in the 1930s. A quite sobering statement from our guest this week, Mr. Alasdair Macleod. Your host on Retirement Lifestyle Advocates radio, Dennis…
 
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Soci…
 
It's that time again! Every now and then we stop to discuss some frequently asked questions. As you listen in, you'll want to think about your own situation. You may discover a few insights or discover a few angles on some common questions that you haven't thought about before. Glenn is available for in person and Zoom meetings if you'd like to dis…
 
Episode 382: Speaking of apprenticeship, check out my recent visit to the Homesteady homestead: https://youtu.be/Df5UB7h0BxgSign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------John Pugliano
 
The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors a…
 
Retirement decisions involve a lot more than just the money, but also the emotional and lifestyle decisions, too. Eric answers three questions from the mailbag from listeners making retirement decisions. Key topics on this episode: 0:46 - Mailbag: How does tax get calculated on stock sold? 4:04 - Mailbag: How much is too much to spend on a forever …
 
Today on The Retirement Café, we are going to discuss what statistics show us that families actually spend in retirement. Determining a spending plan in retirement is one of the most important things in developing a solid retirement plan. Contact: https://www.averywealth.com/ 517-783-1695Dan Reese
 
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Get your Retirement Coach 360 session: Call: 4…
 
Our entire episode today is based on a meme that says: “You haven’t experienced true heartbreak until you've measured out a single serving of peanut butter.” It can be pretty depressing to see how what 200 calories of peanut butter really looks like, but we’ll tie it all into expense planning. Key topics on this show: 1:45 – Peanut butter 5:54 – Ex…
 
Show me the money! On this episode of The Retirement Equals Freedom Podcast we’re finding out about the world of financial planning fees. What’s totally worth it, what’s so-so and when can save $$ by managing on your own? Host Josh Bretl, founder of FSR Wealth Strategies, breaks down the different types of fees and shares advice he gives folks who …
 
This is the second installment of our cryptocurrency series. Today we will talk about how to buy cryptocurrency, what you can buy with it, and the risk associated with this investment. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996…
 
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions. Key topics on this episode: 0:39 - Ready to play Jeopardy? 1:55 - High fees and broken promises with market risk. 3:25 - What requires a financial profess…
 
We'll explore why good isn't good enough when it comes to your personal retirement plan. You may be good at investing, but are you good enough to provide an income for the rest of your life no matter what happens in the market or the world? What can you do to ensure you are better than "good"? Don't you think it's time to ask the right questions an…
 
You may be planning a peaceful retirement, an active retirement, or an engaged retirement, but have you ever thought about living a heroic retirement? Over the course of the next several episodes, we’ll explore what it means to live a heroic retirement with Michael Balchan from Optimize. In this series, you’ll learn how to build a framework to lean…
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 7 Questions That Could Make Or Break Your Retirement. Summary: #96 – It’s never too early to plan for your retirement. But where do you start? Knowing where to start can be difficult, and even those who have a headstart i…
 
Is the US in a recession? That's our topic on this episode of The Atomic Retirement podcast! Resources Mentioned If This is a Recession, We Might Not Know for Months Bureau of Economic Analysis Gross Domestic Product (GDP) Data Connect with Ryan Kilkenny Follow Ryan on Twitter Get Ryan's Saturday Morning Newsletter Schedule a No Obligation Retireme…
 
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment I discuss Social Security and the projected date it's supposed to run out of benefits and only pay out 80% of what is owed. (starting at 4:45) In the Health segment, I discuss "The Importance of Hydration". (starting at 14:53) In the…
 
David Adams is a filmmaker (https://davidadamsfilms.com.au/) and photojournalist with a string of incredible documentaries under his belt. He specialises in expeditions to remote regions. He has a passion for archaeology, anthropology and history, which has taken him to exotic locations worldwide including Iran, Siberia, the Pacific Rim, Northern a…
 
Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement PlanningJason Parker
 
In this episode of Retirement Unlimited, Randy dives into “Silver Lining in the Market's Fall” in the Retirement Update. Next, Randy reviews “2022 Is a year for Disciplined Investments” in Tactical Asset Management. Enjoy!Randy Barkley
 
Ayandev Saha, Head of Climate Risk and Insurance, RMD London, introduces us to a new retirement savings scheme launched in Rwanda in late 2018. This initiative also is outlined in a recent white paper submitted to the CRI titled "Rwf 23.2 billion saved into informal sector pension scheme –Extending pension coverage to the informal sector in Rwanda"…
 
Adjusting to life in retirement isn’t easy. You don’t get a playbook when you retire. You need to develop your own – one that’s right for you, and for your unique circumstances and interests. And retiring isn’t your next chapter. It’s the next in a series of new chapters. When my clients take time to look back at their lives so far, they often disc…
 
Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable. For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit …
 
What do you do when you get a letter or a phone call from the IRS? Don’t panic. In this episode, Steven and Ben clarify some important things about IRS communications and responsibilities. You will walk away from this podcast knowing how to avoid scams, what to find clarity on when you get a letter, who to call for help, and more. You can find all …
 
There are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement. Questions Answered When can you stop saving for …
 
Nobody likes to think about their own death but to save your loved ones from the headache of trying to navigate your digital accounts without your passwords, you’ll need to set them up for success now. If you don’t take steps to share your accounts after your death, gaining access to your data could be a lengthy and challenging process. I recently …
 
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm’s Corporate and Transactional, Insurance Regulatory, and Self-Insured/Captive Insurance Departments. They talk about how to find the right estate planning …
 
For over four decades, Bob Veres has been at the forefront of journalism in the wealth management industry, having written for some of the top financial planning websites and magazines. Now, Bob’s industry-changing newsletter, Inside Information, serves as the go-to for advisors looking to learn, network, and discuss the industry's hottest topics. …
 
96% of Americans lose out on an average of $111,000 in social security income. Learn 5 overlooked ways you could get more from your benefits on Retirement Solutions Radio.Air Date: 7/30/22B.O.S.S. Retirement Solutions
 
There is no way to truly prepare for something as the death of a spouse. But you can take steps to make sure the surviving partner will know where financial information is available. Alan and Troy discuss what those are whether you do or do not have a financial advisor.Alan Mercurio
 
There are some aspects to retirement planning you really need to think about. At Decker Retirement Planning, we use an approach we call A Safer Retirement(TM). It's a strategy that looks at retirement income planning, investments, tax minimization, healthcare needs, legacy planning, and estate planning. We are not attorney's, but we are fiduciaries…
 
If you’ve been watching the markets over the last few weeks, you probably have questions. Is the current market rally evidence that we’re experiencing a rebound, or are we still in a bear market? Pundits love to share good news; they don’t love to talk about the underlying pressures that make markets act the way they do. This means that if you’re n…
 
Welcome back to Powering Your Retirement Radio. I will revisit my Roth Conversions on Sale (Episode 33). I have received several calls on the episode, and in some cases, the idea of doing a conversion did not make sense. There are a few reasons why. First, you have to have an idea of what your retirement income is going to be. If you are currently …
 
Oftentimes, people mistakenly think that once they hit retirement, they no longer need to invest. They believe that retirement is the time to live off of their savings and simply avoid financial risks. Although you no longer are earning a working income once you hit retirement, this doesn’t mean you should stop investing. So, in this episode, Joe a…
 
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Important Links: Steve's Website: http://wealt…
 
There are 11,000 Baby Boomers turning 65 everyday. Many of them share the same Medicare questions, like: Do I need to enroll at age 65? What if I work past age 65? What coverage is best for me? Should I get a Medicare Supplement or Medicare Advantage plan? What does Medicare cover? Does my income impact my premium? If so, how? On this episode, Joe …
 
Today, Jeremy Schneider unveils his Ultimate Investing Checklist. In fact, you can use this 7-step checklist to measure your current investing strategy. You can also use it to: Optimize your tax bill Maximize your risk-adjusted returns Eliminate costly mistakes If you want to learn how to cut through the nonsense + optimize your investment portfoli…
 
Health decisions seem to mount as we move towards and into retirement. What to do? Where do we turn for advice? Most of the time, we can readily agree with our doctor. Other times, it just doesn’t feel right. We want a second opinion.Del Lowery
 
You hear words like quantitative easing, quantitative tightening, recession, economic adjustment, market adjustment, etc. I believe the truth goes much deeper. I go over my observations and let you be the judge.Andrew Barrett
 
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But sh…
 
In this episode, I'm going to discuss how to think about your bond portfolio in retirement, in a way that's more useful than simply knowing what your overall asset allocation is (ie, what percentage of stocks vs bonds you have).
 
In this week's episode, we cover the 5 pitfalls of retirement: Not having defined goals. To us, predetermined retirement plan goals are a must. ... Not starting early enough. It is an undeniable fact that the earlier you start saving for retirement the more likely you will be to accomplish your goals. ... Unrealistic growth expectations. Cashing ou…
 
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