show episodes
 
Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!
 
At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, Ed Storer and his team specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.
 
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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.
 
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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. We are focused on helping investors preserve and grow their assets, increase their inc ...
 
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
 
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
 
Garry Thurman and Tyde McIntosh bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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. We are focused on helping investors preserve and grow their assets, increase their income, and redu ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
 
The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the ...
 
Scott Phillips, Steven Cox, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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. We are focused on helping investors preserve and grow their assets, increase their income, ...
 
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.
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
Loading …
show series
 
On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid. …
 
On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid. …
 
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. We will discuss the various stages of retirement and how to navigate them. Prashant talks about their "Retire Smart Roadmap" that they put together for people planning to retire. If you have any questions call Elite Income Advisors 800-653-8404. R…
 
Ed covers the topic everybody’s talking about and that’s inflation. He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds. He also covers going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating y…
 
Fred explains what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability. The conversation then moves to mistakes to avoid helping to make sure you don’t run out of money in retirement. You can reach Fred Saide by calling 8…
 
When inflation took center stage it was called “transitory”. It has become something a little more lengthy with no sign of relief. Inflation can be particularly hard on seniors. This week Saba Kahn offers some ideas to help you fight back against inflation and keep your retirement plan on track. That and more on Financially Fearless. Visit 1890Weal…
 
When inflation took center stage it was called “transitory”. It has become something a little more lengthy with no sign of relief. Inflation can be particularly hard on seniors. This week Joe Murphy offers some ideas to help you fight back against inflation and keep your retirement plan on track. Call 800-930-5905. Visit MWMFinancial.Tax to learn m…
 
Running out of money is every retirees worst nightmare. This week Kevin Brucher outlines some strategies to help make sure you avoid that fate. Don’t let a roller coaster market and rising inflation ruin your retirement. To learn more call 800-975-6717. Visit SilverLeafFinancial.com See omnystudio.com/listener for privacy information.…
 
Even with your own home, have you noticed that real estate prices have been a bit hectic? How do you build wealth with real estate? Not with your primary residence. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about real estate as an investment outside of your primary residence. You are building wealth with your home, …
 
On this week's Marcus Warren Show, we discuss the 4 things retirees should do during volatile stock markets.We also talk about taxable income in retirement and steps you can take to potentially reduce your future tax liability. The myth that you'll be in a lower tax bracket in retirement isn't always true!Have a question for Marcus? Visit talktoMar…
 
If you don’t do anything or take action by following up on your financial vitals plan, it’s not of any value to you. The purpose is to make progress and improve sooner by staying on track and measuring success. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about steps to move forward by planning, checking, and tracking …
 
Here's the story about my worst travel experience. Enjoy! So here are the links I mentioned in this video: 👇 1) Best Travel Credit Cards - https://teachingmillionaires.com/recommends/best-travel-credit-cards 2) Best Hotel Credit Cards - https://teachingmillionaires.com/recommends/hotel-credit-cards Join "Millionaire Movement” Discord Community - ht…
 
Ever wonder what the difference is between a broker and a bank? I will discuss the different options brokers and banks offer. Let me tell you why I think banks have the better doctor loan for you! Check out my website where you can get a free copy of my book "Hippocratic House". You can also learn more about me and my team. Come check us out! https…
 
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. Crypto currencies are in the headlines. Should they be in your portfolio? We will also discuss the various stages of retirement and how to navigate them. If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Inflati…
 
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. Crypto currencies are in the headlines. Should they be in your portfolio? We will also discuss the various stages of retirement and how to navigate them. If you have any questions call Simon & Simon 800-728-2225. Retirement, Inflation, Crypto, Cur…
 
Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs. If you have any questions about your retirement plann…
 
Ed covers how retirement accounts and dividend stocks can be a great pairing and then goes over some basics to consider as you approach retirement such as time horizon, income needs, risk tolerance, estate planning, and long-term care protection. He also runs down ten things to consider before starting your own small business. You can reach Ed Stor…
 
Fred addresses risk and the proper approach for those near or in retirement. He talks about knowing how much risk you want to take and factoring in the recovery time necessary. Fred also shares a case study and how a particular client’s risk was handled. You can reach Fred Saide by calling 800-593-8188. Money Matters USA See omnystudio.com/listener…
 
Financial literacy is key when it comes to building wealth and retiring comfortably. Just because you’ve been a good saver doesn’t always equal success. This week Joe Murphy discusses the importance of financial education even after retirement. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy informat…
 
Crypto is making headlines regularly, for record highs and record lows. The question is should you have crypto in your 401(k) or IRA? This week Kevin Brucher takes a deep dive into cryptocurrency and offers some tips to navigate what is being called the “new wild west”. To learn more call 800-975-6717. Visit SilverLeafFinancial.com See omnystudio.c…
 
Do you have an investment plan in place? You may have more than one fund, such as for retirement or charitable giving. Maybe you want to save or invest money for college or a vacation home. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about having an investment plan (also known as an investment policy statement) that i…
 
Here's an overview on ERC Supply Chain Disruption, including common examples that could help your business qualify for the Employee Retention Credit. Enjoy! So here are the links I mentioned in this video: 👇 1) ERC Questionnaire Apply Here - https://teachingmillionaires.com/recommends/erc 2) Who Qualifies for the Employee Retention Tax Credit - htt…
 
Life doesn’t always go as planned. It’s full of twists, turns, and curveballs. Cover all your bases in the event of a worst-case scenario because it can come out of left field. You never see it coming or know when something could happen. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about performing a safety net check a…
 
A house is possibly the largest purchase you’ll ever make in your life, and the process is far from straightforward, especially if you’re a first-time homebuyer. Even people who have owned houses before can make mistakes because they don’t know the ins and outs of the industry. Armed with this book, a complete guide to everything you need to know t…
 
Dealing with burnout? I would suspect most physicians have felt this at one time right now. There are so many causes that can lead to this feeling of emotional exhaustion, compassion, fatigue, decreased job satisfaction, or even depression. I think it's important that we talk about this openly. And honestly, as physicians have the highest suicide r…
 
Is it better to pay taxes now or pay taxes later? On this episode, Coach Pete D'Arruda talks about the different options you have to invest your retirement savings and the importance of when you invest. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capita…
 
If you can answer these 3 questions, then your retirement plan is on the right track. On this episode, Coach Pete D'Arruda is in the studio talking about how to take control of your retirement income. Also, Coach listens to another story of Brokers Behaving Badly. If you have questions about taxes in retirement, or if you want a second opinion on y…
 
Have you ever wondered what it's like to play in the NFL or be on ABC's Shark Tank? On this episode, Coach Pete D'Arruda has a great conversation with Former NFL Halfback and founder of Ice Shaker, Chris Gronkowski. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the t…
 
From Cryptocurrency crashes to inflation, are any investments safe in retirement? On this episode, Coach Pete D'Arruda is behind the mic, breaking down how to secure your retirement savings when it feels like everything else is crumbling. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, conta…
 
Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts.Secure Act 2.0 has passed the House easily and now the Senate will debate. How will this change retirement planning? We discuss on this week's show. We love a good quote about retirement! We will throw a few at you today. If yo…
 
Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs. If you have any questions about your retirement plann…
 
On this week’s show what you can do right now to make sure you’re ready for retirement when that day arrives. The market is volatile, we will discuss areas of retirement planning that need to be addressed. Plus 5 big mistakes to avoid as you get close to retirement. If you have any questions call Elite Income Advisors 800-653-8404. Retire, Savings,…
 
Ed goes over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security. The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clea…
 
It’s not about apes and it’s not about yachts. The bored ape yacht club is a non-fungible token meaning it cannot be replaced with something else. Fred points out that cryptocurrency is fungible which means it can be traded or exchanged for another. Fred also dives into our current market situation and warns that strategies should be in place to se…
 
One way to maintain your lifestyle in retirement is to make sure your plan evolves with you. This week Joe Murphy discusses some of the most important things you should consider when planning your retirement, especially as you near the day you hang up your work shoes. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/liste…
 
Financial literacy is key when it comes to building wealth and retiring comfortably. However, just because a person successfully reaches their retirement years with a solid nest egg, doesn’t mean the learning is over. Kevin Brucher shows the importance of financial education even after retirement. To learn more call 800-975-6717. Visit SilverLeafFi…
 
Terry Slack is a Superintendent (known as District Administrator in Wisconsin) who gets the importance of offering a low-cost 403(b). His district's A-rated single vendor plan has a 75% participation rate. We talk with Terry about why and how he prioritizes employee wellness. Wisconsin-Dells A-rated 403(b) Plan Meridian Wealth Management 403bwise.o…
 
If you have clarified your values and determined your saving, spending, giving ratio, the final financial vital to measure is your net worth. What is your net worth? What do you track with your net worth? How do you track your net worth? What can you use it for and why is it beneficial? In this episode of the Finance for Physicians Podcast, Daniel …
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login