show episodes
 
Join Pat the Shuffler and Dave from Strong Money Australia as they discuss how to reach Financial Independence and Retire Early (FIRE) in Australia. Learn to build a strong financial base of high savings and robust investments, so you can create your best life, and enjoy a happy early retirement.
 
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. ...
 
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.
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.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.ramseysolutions.com
 
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.
 
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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 ...
 
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.
 
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
 
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 ...
 
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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 ...
 
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 ...
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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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.
 
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.
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
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 ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
 
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.
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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show series
 
The Social Security program currently pays more in benefits than it collects in revenue. If no changes are made, Social Security will become insolvent by the year 2034... ...and all beneficiaries (regardless of age or income) will face a sudden 22% benefit cut. Even more, some proposals to fix Social Security include stripping 100% of benefits from…
 
This week we return to our series on the 9 Accelerators for a Successful Retirement – this is the 7th out of 9 episodes and we’re talking about estate planning. Most people will probably think that this is solely to do with mitigating tax, but estate planning is a vast topic, but in a nutshell, estate planning is about ensuring your Will and any ex…
 
In this week’s episode, Mallory Boggs is joined by Joel Dean, CFP®, an Investment Advisor at Capital Investment Advisors and a member of the Retire Sooner team to discuss ESGs, faith-based investing and investing in "sin stocks." Joel shares several investment stories and examples of sin stocks versus "values" investing. He also simplifies ESG inve…
 
With the challenges of everyday life, it’s easy to lose sight of the value of fun. Science journalist Catherine Price joins us to discuss her new book The Power of Fun and why fun and play are important parts of a fulfilling life. Listen in to how you can have more fun in retirement and the benefits you may not expect. We discuss: The backstory tha…
 
Today, I’m speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment. Allan has a world of experience, a graduate degree-…
 
What is the number one travel goal for people approaching retirement? Disney! People young and old alike love to go to Disney. In my 15 years of retirement planning, I have discovered that a multi-generational trip to Disney is at the top of most people’s bucket lists. That is why I have brought the world’s foremost expert on Disney travel, Lou Mon…
 
Erick Arnett and the team go over the top 10 misconceptions about retirement including myths on Medicare, Social Security, Taxes, and more. We cover: Market Update Inflation Demonstration Most Common Misconceptions About Retirement This Week in History Most Common Misconceptions About Social Security Bond Replacement with Fixed Indexed Annuities Re…
 
Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IR…
 
What can Mick Jagger teach you about retirement planning? This week we explore how some of the lyrics you may have heard from Mick Jagger over the years could provide you with valuable lessons when it comes to retirement planning. We hope you find this episode entertaining and enlightening. Glenn is available for in person and Zoom meetings. Simply…
 
We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor. Free Zoom Event on Chicago Schools 403(b) (1/26/21 6pm CT) Plan Rating Project Podcast Meridian Wealth Management 403bwise.orgBy Dan Otter, PhD and Scott Dauenhauer, CFP®
 
Do you know what it costs to live your lifestyle? Many successful people don't. They haven't had to worry about money, live below their means, and save diligently. Yet, when it comes to retirement planning, you need to know these costs. On one hand, you need to make sure you have enough and don't run out of money. On the other, you need these costs…
 
How should you prepare for the possibility of needing long-term care? Is long-term care insurance your only option? Alan and Troy share the basics of how to address long-term care expenses in your financial plan. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-16-planning-for-long-term-care-expenses/ W…
 
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing... Show Notes: Retirement Rescue TOOLKIT: https…
 
After a much-needed market update in light of the recent coronavirus news, we continue our series, "5 Habits Of Financially Effective People". Habit #2: Annual Reviews. We'll discuss the ins and outs, and the benefits, of getting a yearly review of your finances. Important Links: Taylor's Website: https://www.fikeadvisors.com/podcast Retire ASAP To…
 
As my team at Keen Wealth Advisors starts looking ahead to 2022, there are things we know, and things we don't know. On the one hand, year-end announcements from the Social Security Administration, the IRS, and the Centers for Medicare and Medicaid Services have allowed us to start making some more detailed projections as we prepare for the year ah…
 
I received a great question from someone recently: Should he do a giant (and I mean giant) Roth Conversion in light of potential tax increases as well as future legislation potentially ending Roth Conversions? Tune in to listen to my answer as well as 5 things to think about if you want to make a big Roth Conversion.…
 
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming the frugality that stems from a lifetime of saving is one way to live a life free of regret in retirement. To ensu…
 
The summer was mostly calm in the markets. Now, according to a new survey by Allianz found that people are more worried that a big market crash is on the horizon than they have been all year. This week Kevin Brucher has some ideas to help safeguard your retirement nest egg. He digs into market trends and offers his opinions. To learn more call 800-…
 
In today's episode we speak with Kirsten Green from the Retired Racehorse Project on how to prepare for your application for the 2022 TB Makeover. Dale Simanton from Gate to Great shares why he loves the thoroughbred for ranch work. And wrapping up the show, Leandra Cooper from New Vocations joins us for another tip and introduces our Adoptable Hor…
 
Happy Thanksgiving! As we enter the holiday season, we start to think of traditions more and more often. Maybe you always made cookies with your grandmother or perhaps she told you stories about the Mayflower on Thanksgiving. On today's episode, we are going to talk about the first pilgrims and their voyage. How did they face the unknown with such …
 
Home Buying, Home Selling, Investing, Retirement, Debt As heard on this episode: Churchill Mortgage: https://bit.ly/2JcfkGy Sign up for a FREE trial of Ramsey+ TODAY: https://bit.ly/3rZTUAx Tools to get you started: Debt Calculator: https://bit.ly/2Q64HME Insurance Coverage Checkup: https://bit.ly/3sXwUn5 Complete Guide to Budgeting: https://bit.ly…
 
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