Investing and retirement planning to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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 ...
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.
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. ...
Show all about estate planning, retirement planning, life insurance, financial planning, life insurance, legacy, charitable giving, estate taxes, taxes, IRA, 401(k), business, business succession, family owned businesses, and everything in between.
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 ...
A short, weekly podcast focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
Saving, spending, planning — you've got money questions and we've got answers. Every week host Alison Southwick and personal finance expert Robert Brokamp challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves. Send your questions to answers@fool.com.
Take control of your life and money once and for all. The Ramsey Show offers up straight talk from Dave Ramsey and his team of co-hosts. Millions listen in as callers from all walks of life learn how to get out of debt and start building for the future. Check out one of Apple’s most popular podcasts! For more information, visit www.daveramsey.com.
Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern retiree, often joined by the top experts in the retirement planning industry. Ask Benjamin a question here: https://retirementstartstodayradio.com/ask-a-question/
The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
Your must-listen for valuable money and market stories from The Wall Street Journal. Each weekday our journalists from Heard on the Street, the Intelligent Investor and other popular features share insights on investing, markets, taxes and retirement planning.
We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.
Podcast by B.O.S.S. Retirement Solutions
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® Of True Wealth Design.
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
Financial and retirement planning guidance from Steve Hoover of Wealth Partners in Kansas City, MO. On this show, we'll strive to help you worry more about life and less about money by covering multiple financial and retirement planning topics in a quick, fun, and relatable way.
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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.
You can afford anything, but not everything. We make daily decisions and create habits around how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Are we creating financial independence, early retirement and debt freedom? Are we managing money wisely? Host Paula Pant i ...
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 ...
Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning
Cortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
Listen every week to The Truth About Money with Ric Edelman. Ric gives you comprehensive, educational advice that is both entertaining and useful -- on investments, IRAs, retirement planning, mortgages, insurance, college planning, and much more!
Listen to an information-packed summary of each trading day's key results and statistics.
Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
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/
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.
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
“The Chris Hogan Show" provides sound answers to your money questions. Featuring Chris Hogan, America’s trusted voice on retirement, investing and building wealth, this show educates, encourages and empowers listeners of all ages to create a solid plan for their money and to work toward becoming everyday millionaires. We want to talk to YOU! Call us with your success stories or questions about money. Leave us a voicemail at 844.283.9383 or email us at ask@chrishogan360.com
Helping plan for your retirement, your lifestyle and everything in between.
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince.
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the rang ...
Financial and retirement planning guidance from Rockford's Barbara Lane & Phil Guske of Pathfinder Wealth Management.
Financial and retirement planning guidance from Kansas City's Scott Dougan of Elevated Retirement Group.
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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Jill on Money with Jill Schlesinger


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Planning for Retirement With 500k in Student Loans
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Nothing like planning for retirement as a young couple with half a million dollars in outstanding student loan debt. You know what's even crazier? I'm kind of okay with it! Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about…
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Retire With Success


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Retirement Planning Mistakes (Part 1 and 2)
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Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
Dan and Scott talk 457(b) video news and California's huge 403(b) vendor lists. Blog: Too Many 403(b) Vendors Blog: California K-12 Teachers Have a Great 403(b) Choice. They Just Don't Know It. In Praise of 403bcompare.com The Paradox of Choice 403bwise Events Meridian Wealth Management 403bwise.orgBy Daniel Otter, PhD and Scott Dauenhauer, CFP®
If we take a look at the financial landscape right now, we see a thriving real estate market, a low interest rate environment, and a stock market that is continuing to rise. Though the pandemic caused major disruption in March of last year, the economy seems to be recovering well, which is an important thought to keep in mind if you plan on retirin…
In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up. Read more and get additional resources here: https://wp.me/paeENs-aT Part 1 on Powers of Attorney: https://wp.me/paeENs-aB Part 2 o…
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Retirement Answer Man


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Let’s Get Physical - Creating Your Health Action Plan
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37:19
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Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose the habits you want to build and learn how to actually build these habits and set yourself up for success. Learning about health and nutrition is one thing, but taking action is something else entirely…
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Afford Anything


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A World Without Email, with Cal Newport
1:27:45
1:27:45
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Can you imagine living in a world without email? Most of us can’t - how would we get work done? - but this is what Cal Newport advocates for in his newest book, A World Without Email. Cal cites a study that found the average knowledge worker checks various communication tools once every six minutes. At that rate, it’s a wonder we get any work done …
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The Truth About Money with Ric Edelman


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Money Does Not Change People - Highlight from February 27, 2021
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Gaining wealth exaggerates people and their personalities. Listen to Ric Edelman share a great anecdote from his time with Oprah and a recent example with getting the Covid-19 vaccine.By Ric Edelman
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Retirement Answer Man


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On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines
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Do you want to have the confidence to truly rock retirement? Are you within 5 years of retirement? If so, this is the series for you. Over the next 5 episodes, we’ll explore what you should be focused on in the years leading up to retirement. Today we’ll explore the opportunities and risks that come within this time frame. Next week, we’ll start se…
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WSJ Your Money Briefing


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Air Travel in the Post-Pandemic Era: Are You Prepared?
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Frequent fliers returning to the sky will face a very different post-pandemic air travel industry. "Middle Seat" columnist Scott McCartney has details. J.R. Whalen hosts. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The Wall Street Journal
“Write down your goals and keep them in front of your face so you can keep running the race.” — Chris Hogan Start Your FREE Trial of Ramsey+: http://bit.ly/2Rfsnh3 The Chris Hogan Show Is Also Available on YouTube: https://goo.gl/mbsoJ7 Other Resources in This Episode: + Read the Article: https://bit.ly/3kjttDM + Get the Tax Prep Checklist: https:/…
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The Retirement and IRA Show


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Annuity Features and MDF Coverage: EDU #2109
1:18:34
1:18:34
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Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. The post Annuity Features and MDF Coverage: EDU #2109 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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The Ramsey Show


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I'm Jealous and Resentful of Friends That Are Receiving Stimulus Money (Hour 3)
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Debt, Relationships, Career As heard on this episode: SimpliSafe: https://bit.ly/37NBd9g Zander Insurance: https://bit.ly/2Xbn7hD Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://…
Relationships, Business, Savings, Investing As heard on this episode: Zip Recruiter: https://bit.ly/2JenOB7 Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check o…
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The Ramsey Show


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My Cousin Borrowed $5000 and Won't Pay It Back (Hour 1)
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Debt, Relationships, Insurance As heard on this episode: Churchill Mortgage: https://bit.ly/2Xbn7hD Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check out more …
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The Truth About Money with Ric Edelman


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Is Your Financial Situation Better or Worse Than One Year Ago? - Highlight from February 27, 2021
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We did the research, asking people this very question. Listen to Ric Edelman reveal the surprising results and what we all can do.By Ric Edelman
If BlackRock CEO Larry Fink and The Motley Fool CIO Andy Cross agree that climate change is the most important trend to watch in investing, then it must be worth talking about. Motley Fool Analysts Alyce Lomax and John Rotonti share their advice for investors.
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Stay Wealthy Retirement Show


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3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
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Today I’m sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money! Why? Because if technology can improve your life, save time, and help you become more efficient, you’ll have more time to spend on improving your financial plan :) Be sure to stay until the end because I’m sharing a few bonus tech tools as well! E…
With many industries decimated by the pandemic, scores of people have been left scrambling to find health insurance coverage. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adch…
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WSJ Your Money Briefing


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Why Negotiating Salary Might Not Be the Best Option
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Workplace experts say trying to negotiate a higher salary can actually harm someone's chances at landing a job. "At Work" columnist Krithika Varagur discusses why this often affects younger workers, and alternative terms that prospective job-seekers can haggle over. J.R. Whalen hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Rhodes To Wealth


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The Journey Of 1-800-Got-Junk And O2E Brands With Brian Scudamore
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In this one-year episode, Joshua Rhodes’ special guest is the man who pioneered the professional junk hauling industry, Brian Scudamore. Brian is the Founder of 1-800-GOT-JUNK? He is also the Founder of O2E Brands, the parent company that 1-800-GOT-JUNK? now rolls underneath. They reflect on what has been an incredible journey for Brian, starting i…
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Schwab Market Update Audio


1
Stocks Lower, Failing to Build on Yesterday’s Sharp Rally
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March 2, 2021 U.S. stocks closed lower following yesterday’s big rally, as the broad-based indices took a moment to weigh the recent spike in global bond yields against an increased supply of COVID-19 vaccines.By Charles Schwab
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The Ramsey Show


1
I Have $50,000 in Savings and Don't Know What To Do With It (Hour 3)
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Debt, Budgeting, Business, Savings, Home Buying As heard on this episode: Zander Insurance: https://bit.ly/2Xbn7hD Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc …
Debt, Relationships, Taxes, Business As heard on this episode: Zander Insurance: https://bit.ly/2Xbn7hD Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check out m…
Debt, Budgeting, Relationships, Investing, Insurance As heard on this episode: Time Share Exit Team: https://bit.ly/2XgMVsI Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly…
Your financial questions thoughtfully discussed and answered with faith and family in mind. Mike Eischen has spent over 35 years in the financial planning industry. On the show, he is joined by his wife Carol and producer Vince. New show every weekday. Mike's team, The Eischen Financial Group, is located in Westerville, Ohio and online 24/7 at http…
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Plan For Life Now


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Episode #76-Average 401K balances and Growth vs Value
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Dave and Steve mark one year of socially distanced podcasts by discussing the average 401k balance for Americans broken down by age. Find out how you compare to the rest of the country. After that they wade in to the age old discussion of growth versus value investing. Growth stocks have dominated value for most of the last decade. Will this outper…
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The Truth About Money with Ric Edelman


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It’s America Saves Week – Highlight from February 27, 2021
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We partnered with the Consumer Federation of America and the Bipartisan Policy Center to conduct a massive survey of American workers. Listen to Ric Edelman talk about the results with George Barany, director of America Saves.By Ric Edelman
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Retire With Purpose - The Retirement Podcast


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195: The Psychology of Making Financial Decisions with Maria Konnikova
1:06:01
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Maria Konnikova has spent much of her life writing about psychology and how it applies to real life situations. With a B.A. in psychology and creative writing from Harvard and a Ph.D. in psychology from Columbia University, her work has been published in the New York Times, The New Yorker, Slate, and the Paris Review, to name just a few. Her books …
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WSJ Your Money Briefing


1
Eviction Looms for Renters While Relief Funds Are Slow to Arrive
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7:10
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Renters and landlords facing financial hardship are still waiting for billions in relief money earmarked by Congress. Reporter Will Parker tracks the funds and discusses provisions to protect renters from eviction. J.R. Whalen hosts. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The Wall Street Journal
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Retirement Starts Today Radio


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Is a 50% Probability of Success Good Enough? Ep #181
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Have you heard of the Monte Carlo retirement projection analysis? It is being used more and more by advisors and even popular retirement planning websites. Today, in the Retirement Headlines segment, I offer some insight on an article from Kitces.com that argues that using the Monte Carlo projection, a 50%probability of success rate is good enough.…
When your workplace retirement plan offers both a pre-tax and a Roth option, which one should you be using? Sometimes it's a no-brainer. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoic…
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The Chris Hogan Show


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Are You Investing Your Money the RIGHT Way?
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43:24
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“It’s really easy to get detoured off the plan. WE have to decide what’s a priority and what’s not.” — Chris Hogan Start Your FREE Trial of Ramsey+: http://bit.ly/2Rfsnh3 The Chris Hogan Show Is Also Available on YouTube: https://goo.gl/mbsoJ7 Other Resources in This Episode: + Read the Article: https://bit.ly/3soFYRw + Try Ramsey SmartTax: https:/…
March 1, 2021 U.S. stocks started the week and month of March on a high note by closing higher.By Charles Schwab
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The Truth About Money with Ric Edelman


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Fed Bank Says Economy Will Grow 4.5% This Year - February 27, 2021
1:25:38
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Is the good news already reflected in the stock market? Listen to Ric Edelman for the top financial news and get his latest advice. Is Your Financial Situation Better or Worse Than One Year Ago? Money Does Not Change People It’s America Saves Week Everybody Is a STARBy Ric Edelman
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Retirement Solutions Radio


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4 IRA and 401K Tax Traps That Could Decimate Your Retirement Savings
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Contributing to your IRA or 401K is easy. But withdrawing this money in retirement gets complicated. Learn how you could avoid four tax traps on Retirement Solutions Radio show.Air Date: 2/27/21By B.O.S.S. Retirement Solutions
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Jill on Money with Jill Schlesinger


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Next-Generation Financial Services Part Two
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This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth. Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next bi…
In this best-of edition the guys are joined by a wide range of guests including Benjamin Tal, Deputy Chief Economist CIBC and Jennifer Lamb, Partner, Carscallen LLP. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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Finishing Well


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Medicare’s Annual Choice: The 2 paths of Medicare
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27:16
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Every year, Medicare beneficiaries have the choice of 2 paths, and they can only pick one. Hans and Robby go over both paths, as well as the pros and cons. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing …
Join David and Karen Bezar, Bret Elam and Joe Krause for an hour filled Radio Show with educational Information about Your Retirement! Go to thrivefinancialservices.com after the show and register for one of the upcoming virtual workshops! Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content pr…
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Jill on Money with Jill Schlesinger


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Next-Generation Financial Services Part One
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17:26
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This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth. Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price. How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next bi…
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The Retirement and IRA Show


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Charitable Remainder Trust (CRT) Questions: Q&A #2109
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49:08
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Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of how much C…
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The Ramsey Show


1
I Can't Get a Job in My Degree Field (Hour 3)
40:43
40:43
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Debt, Taxes, Insurance, Investing, Savings As heard on this episode: ButcherBox: https://bit.ly/2JdWlez Honey: https://bit.ly/2If8CPL Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: http…
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The Ramsey Show


1
Don't Have Fake Hope in a False Plan (Hour 2)
39:59
39:59
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Debt, Savings, Home Buying As heard on this episode: SimpliSafe: https://bit.ly/37NBd9g Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to Budgeting: https://bit.ly/2QEyonc Check out more Ramsey Netwo…
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The Ramsey Show


1
Don't Talk AT Your Wife...Talk WITH Her! (Hour 1)
40:40
40:40
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Debt, Savings, Investing, Retirement As heard on this episode: Zander Insurance: https://bit.ly/2Xbn7hD Time Share Exit Team: https://bit.ly/2XgMVsI Sign Up for a FREE trial of Ramsey+ TODAY: https://bit.ly/31ricKt Tools to get you started: Debt Calculator: https://bit.ly/2QIoSPV Insurance Coverage Checkup: https://bit.ly/2BrqEuo Complete Guide to …
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The Retire Right Podcast


1
Episode 80: Understanding the client experience when working with Heller Wealth Management
30:52
30:52
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What can you expect when working with us? Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management! To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision into a financial plan and investment strategy that w…
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Radical Personal Finance


1
770-Friday Q&A: HELOC for Stock Investing, Dental Tourism, CFP Career Prospects, Equity as Comp
1:31:25
1:31:25
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It's Friday! Today we cover: 2:08 - Should I take out a HELOC on my house to invest in stocks? 20:48 - Can I save money on my taxes by starting a dental tourism company? 25:15 - Is the career of a CFP a good career? 39:20 - Should I sell my $600,000 crypto portfolio? 59:28 - How can I find new and interesting ideas for my life? 1:09:28 - How can I …
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The Truth About Money with Ric Edelman


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A Special and Inspiring Message for Graduates - Highlight from February 20, 2021
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4:05
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We could all use some words of wisdom right now. Listen to Ric and Jean Edelman give advice to a special someone in their lives.By Ric Edelman
Can the weather teach us anything about retirement planning? Are there similarities or correlations that can be drawn between weather and financial events? This week we explore these questions and discuss different ways to understand some otherwise difficult terms and concepts. . . . Want to talk with Glenn about your retirement plans? Give us a ca…