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Вміст надано Regsitered Media and Game Changer Wealth. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Regsitered Media and Game Changer Wealth або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…
Game Changer Retirement Radio
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Manage series 3560779
Вміст надано Regsitered Media and Game Changer Wealth. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Regsitered Media and Game Changer Wealth або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping you get the most from your estate balanced with common sense, safety, and control. Game Changer Wealth is an independent financial service company. This means we do not take direction from any corporate sponsor or franchise therefore we can charter our financial advice to what is best for the client. Some of our financial planning professionals are licensed in multiple states which is great for those that have interests across state lines.
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54 епізодів
Відзначити всі (не)відтворені ...
Manage series 3560779
Вміст надано Regsitered Media and Game Changer Wealth. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Regsitered Media and Game Changer Wealth або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping you get the most from your estate balanced with common sense, safety, and control. Game Changer Wealth is an independent financial service company. This means we do not take direction from any corporate sponsor or franchise therefore we can charter our financial advice to what is best for the client. Some of our financial planning professionals are licensed in multiple states which is great for those that have interests across state lines.
…
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54 епізодів
Alle episoder
×In the final segment the conversation turns to healthcare planning for early retirees, the implications of 401k and IRA rollovers, and the potential future of tax increases. Jerry emphasizes the importance of proactive financial planning and understanding the nuances of retirement accounts to avoid penalties and maximize benefits.…
Jerry discusses the importance of having a solid retirement plan, especially during an election year. He addresses common misconceptions about Social Security, emphasizing that it is not going away but may undergo changes in tax regulations. The conversation also highlights the tax implications on retirement income and the necessity for retirees to understand their financial landscape to avoid paying taxes twice on their Social Security benefits.…
The dicusson continues and focuses on critical aspects of retirement planning, emphasizing the importance of having a solid financial plan. The guys dive into estate planning, long-term care considerations, and tax strategies that can enhance financial security in retirement. Jerry highlights the significance of understanding power of attorney, the realities of long-term care costs, and innovative approaches like using life insurance for retirement planning. The discussion culminates in a call to action for listeners to seek expert advice to navigate these complex topics effectively.…
In this episode of Game Changer Retirement Radio, Jerry discuss the implications of the upcoming election and it's impact on retirement planning. Jerry explores the importance of having a solid financial plan that addresses risk and reward, the necessity of income diversification, and the significance of estate planning. This episode emphasizes proactive strategies to mitigate risks and ensure financial stability during uncertain times.…
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Game Changer Retirement Radio

In this final segment the guys discuss the transition from growth investments to income investments when saving for retirement. It explores the concept of preferred dividends and how they can provide both growth and income. The importance of understanding the job of each investment and considering long-term performance is emphasized. The conversation also touches on healthcare considerations and the impact on retirement planning. The use of annuities as a tool to create consistent and growing income is discussed, along with the benefits of delaying Social Security. The chapter titles could include: 'Transitioning from Growth to Income Investments', 'The Power of Preferred Dividends', 'Healthcare Considerations in Retirement', 'Using Annuities for Income', and 'Maximizing Social Security Benefits'.…
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Game Changer Retirement Radio

In the 3rd episode of this 4 part series Jerry dives into the reasons why people choose not to retire, including a fear of running out of money and a love for the culture and social connections at work. He emphasizes the importance of having a portfolio that provides stable and increasing income, rather than just focusing on growth. Jerry explains the concept of preferred dividends and curated portfolios as strategies for generating income during retirement. He also highlights the need to plan for required minimum distributions (RMDs) and the potential consequences of not having a sufficient income stream.…
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Game Changer Retirement Radio

Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphasizes the importance of considering the impact of required minimum distributions (RMDs) and taxes on retirement funds. He also mentions the need for good income strategies and offers a complimentary consultation to discuss these topics.…
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Game Changer Retirement Radio

In this episode Jerry focuses on the financial challenges faced by the middle class and the potential impact of tax changes on retirement planning. Jerry Linebaugh discusses the importance of tax planning, risk management, and developing future income plans for retirement. He emphasizes the need for individuals with $500,000 or more in retirement savings to consider strategies that can help reduce future tax burdens. The conversation also touches on the potential expiration of the 2018 tax cuts and the implications for different income brackets. Jerry provides insights into Roth conversions and other tax planning strategies that can help individuals navigate higher taxes in retirement.…
Drew and Jerry discuss rollovers and why someone might want to do a rollover. They cover the different reasons for rolling over, such as changing advisors or wanting more control over investments. They also explain the IRS rules for rollovers and the different ways to do a rollover without incurring taxes or penalties. The conversation touches on the importance of tax planning and the benefits of attending live events to learn more about retirement strategies. Disclaimer: Investment Advisory Services offered through Prostatis Group, LLC, dba Game Changer Wealth, a Registered Investment Adviser. The information contained in this electronic message and any attachments to this message are intended for the exclusive use of the addressee(s) and may contain confidential or privileged information. No representation is made concerning its accuracy or the completeness of the information contained in this electronic message. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. Please reply to the sender at Game Changer Wealth and destroy all copies of this message and any attachments from your system. Game Changer Wealth recommends that you do not send confidential information to us via electronic mail. Therefore, Game Changer Wealth will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein.…
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Game Changer Retirement Radio

In this episode of Game Changer Retirement Radio Jerry Linebaugh discusses the importance of social security in retirement and how to maximize its benefits. He explains the cost of living adjustment (COLA) and its correlation with inflation. Jerry also shares strategies for increasing retirement income, such as annuities and preferred dividend-paying stocks. He emphasizes the need for a comprehensive retirement plan and offers his expertise in areas like estate planning and tax optimization. The conversation concludes with a discussion on the social security clawback and how to minimize taxes in retirement. If you are approaching retirement age you don't want to miss this episode! Disclaimer: Investment Advisory Services offered through Prostatis Group, LLC, dba Game Changer Wealth, a Registered Investment Adviser. The information contained in this electronic message and any attachments to this message are intended for the exclusive use of the addressee(s) and may contain confidential or privileged information. No representation is made concerning its accuracy or the completeness of the information contained in this electronic message. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. Please reply to the sender at Game Changer Wealth and destroy all copies of this message and any attachments from your system. Game Changer Wealth recommends that you do not send confidential information to us via electronic mail. Game Changer Wealth will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein.…
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Game Changer Retirement Radio

Drew Grunwald and Jerry Linebaugh discuss how retirees can plan for vacations and enjoy their retirement without worrying about running out of cash. They explore the difference between investments for growth and investments for income. They also discuss the benefits and risks of annuities as a source of guaranteed income. The conversation emphasizes the importance of diversifying income-producing assets and finding the right balance between preferred dividend paying stocks and annuities. Disclaimer: Tax services offered through Game Changer Tax. Insurance offered through licensed professionals at Game Changer Wealth. Investment Advisory services offered through Prostatis Group, LLC, dba Game Changer Wealth a Registered Investment Advisor. Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Prostatis Group. Prostatis Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Prostatis Group does not necessarily endorse or recommend any commercial product or service described at these websites. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Prostatis Group, LLC and its affiliates are not affiliated with the Social Security Administration or any other government agency.…
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Game Changer Retirement Radio

1 How Advancement in Technology, Societal Changes and Inflation can affect your retirement Part #2 12:02
The conversation continues Jerry addresses to key factors that affects your retirement portfolio: volatility and tax. The focus is on the importance of Roth conversions and other strategies to achieve tax-free growth, income, and passing. The three buckets of retirement wealth are explained: tax-deferred, taxable, and Roth. The potential increase in tax rates and the negative impact of passing tax debt to non-spouse beneficiaries are highlighted. The conversation also touches on estate planning and the importance of having the right documents in place to avoid complications and probate.…
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Game Changer Retirement Radio

1 How Advancement in Technology, Societal Changes and Inflation can affect your retirement Part #1 12:01
In this episode of Game Changer Retirement, Drew Grunwald and Jerry Linebaugh discuss the changes in retirement expenses over the past 10 to 20 years. They highlight the impact of technological advances, inflation, and emerging expenses like autonomous driving. They emphasize the need for retirees to plan for future expenses and seek professional advice. The conversation also touches on the role of AI in investment decisions and the importance of tax planning and estate planning. Don't miss this tewo part podcast. Disclaimer Tax services offered through Game Changer Tax. Insurance offered through licensed professionals at Game Changer Wealth. Investment Advisory services offered through Prostatis Group, LLC, dba Game Changer Wealth a Registered Investment Advisor. Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Prostatis Group. Prostatis Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Prostatis Group does not necessarily endorse or recommend any commercial product or service described at these websites. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Prostatis Group, LLC and its affiliates are not affiliated with the Social Security Administration or any other government agency.…
If you have a 401k, IRA, pension, home, investments or any other savings or valuable assets having an Estate Plan is vital. This episode Jerry talks about how power of attorney is often misunderstood and crucial for estate planning. Listing a spouse as a beneficiary in a 401K does not grant them power of attorney. It is important to update power of attorney documents to ensure that assets can be managed in the event of incapacitation. Giving equal power of attorney to multiple individuals can lead to disagreements and complications. Springing power of attorney can be used to limit the power unless certain conditions are met. Estate planning can also be used for college funding and tax advantages. Don't miss this informative epsiode of Game Changer Retirement Radio.…
People always say, "get a second opinion". That should also apply to your financial and retirement planning. Jerry and Jason discuss a topic no one wants to talk about but you must plan for.... Death! It is inevitable and planning can make all the difference in the world. Planning for death makes the transition for your spouse or loved one much easier and avoids a lot of headaches and heartache. This is a must listen episode...…
GenXers are you ready for retirement? You are Gen X if you were born 1965 – 1980 and are now ages 44 – 59. Their parents are already in retirment, but Gen X is the next genereation to face retirment. Are you prepared? Listen to this informative episode of Game Changer Retirment Radio where Jerry talks about steps you should take as Gen X to get ready for retirement. This timely episode will give you valuable insight into what's to come for Gen X in retirement. Tune-in or share today!…
Baby Boomer's are retireing daily in record numbers. We've talked about Boomers before but today we are going to talk about somehing slighty different. Retirment plans, ROTH Converstions and much more...
Check out Jason and Jerry's conversation on retirment planning for business owners and 1099 contract workers. Retirment is a little different when you're in charge.
Happy New Year! 2024 has arrived... If you are planning to retire this year, you don't wan to miss this podcast. Jason and Jerry list the 7 most important things you need to do if you plan to retire in #2024. 1. Review your retirement financial plan 2. Prepare for the impact of inflation 3. Protect your assets from the marke 4. Plan healthcare carefully 5. Shift your perspective from saving to spending 6. Re-establish your purpose 7. Plan to stay on top of finances in retirement Listen now to Jerry outline these steps and much more on this week's episode of Game Changer Retirement Radio - Podcast. Schedule a Retirement Check-up with Jerry and his team today 225-267-9044 www.GameChangerWM.com…
What is the Outlook for Retirement 2024? Jerry and Jason discuss how to navigate inflation, potential lower returns and changing rules for retirement withdraws and touch on Secure 2.0 Act #retirementplanning #assetprotection #retirement2024
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Game Changer Retirement Radio

We want to say thank you to all service men and women! On this episode of Game Changer Retirement Radio Jason and Jerry discuss #VeteransBenefits, #TheDebtClock and #Retirement... Tune in and get insight on Veteran's benefits and how they are going to be fullfilled.
Jerry gives listeners great insight into the right vs wrong way to plan for retirement. This show discusses tax planning, 401k's, IRA's, RMD's and ways to get the most out of your retirmenet savings #RetirementPlanning #TaxPlanning #GuaranteedIncome #401k #403b #IRA
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Game Changer Retirement Radio

1 Largest Transfer of Wealth in History. How do you transfer $53 trillion to your heirs? Part #2 12:11
#BabyBoomers are in the middle of the largest transfer of Wealth in modern history. They are currently handing down more than #$53trillion to their heirs in one of the greatest transfers of generational wealth in history. What types of wealth are they transferring real estate, #investments, Pensions? #401ks?, property (jewelry, cars, collectables, etc.) What else and how does all this play a role into retirement? Tune in to this two part episode and find out more...…
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Game Changer Retirement Radio

1 Largest Transfer of Wealth in History. How do you transfer $53 trillion to your heirs? Part #1 11:51
#BabyBoomers are in the middle of the largest transfer of Wealth in modern history. They are currently handing down more than #$53trillion to their heirs in one of the greatest transfers of generational wealth in history. What types of wealth are they transferring real estate, #investments, Pensions? #401ks?, property (jewelry, cars, collectables, etc.) What else and how does all this play a role into retirement? Tune in to this two part episode and find out more...…
Dreaming of retiring in a foreign land? Or maybe just travel the world? What do you need to do to be prepared to be a world traveler in retirement? Listen to this four part episode on Retirement and Traveling the World! Here are the Top 10 Country to Retire to... 9a. Colombia 9a. Thailand 9b. Italy 8. France 7. Greece 6. Spain 5. Costa Rica 4. Ecuador 3. Panama 2. Mexico 1. Portugal…
Dreaming of retiring in a foreign land? Or maybe just travel the world? What do you need to do to be prepared to be a world traveler in retirement? Listen to this four part episode on Retirement and Traveling the World! Here are the Top 10 Country to Retire to... 9a. Colombia 9a. Thailand 9b. Italy 8. France 7. Greece 6. Spain 5. Costa Rica 4. Ecuador Jerry Linebaugh3. Panama 2. Mexico 1. Portugal…
Dreaming of retiring in a foreign land? Or maybe just travel the world? What do you need to do to be prepared to be a world traveler in retirement? Listen to this four part episode on Retirement and Traveling the World! Here are the Top 10 Country to Retire to... 9a. Colombia 9a. Thailand 9b. Italy 8. France 7. Greece 6. Spain 5. Costa Rica 4. Ecuador 3. Panama 2. Mexico 1. Portugal…
Dreaming of retiring in a foreign land? Or maybe just travel the world? What do you need to do to be prepared to be a world traveler in retirement? Listen to this four part episode on Retirement and Traveling the World! Here are the Top 10 Country to Retire to... 9a. Colombia 9a. Thailand 9b. Italy 8. France 7. Greece 6. Spain 5. Costa Rica 4. Ecuador 3. Panama 2. Mexico 1. Portugal…
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Game Changer Retirement Radio

Late Boomer (born 1960-1965) Is your healthcare ready for retirment? If not then you need to listen to the finale of this four part episode. Thoughts and opinion expressed are intended as information and entertainment only. Always consult with your financial or tax professional before making any financial decision.…
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Game Changer Retirement Radio

Late Boomer (born 1960-1965) Just 2 or 3 years can make a big difference? Is it time to kick it up a notch? Don't miss part three of this four part epsiode. Thoughts and opinion expressed are intended as information and entertainment only. Always consult with your financial or tax professional before making any financial decision.…
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