show episodes
 
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.
 
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 ...
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
Husband and wife financial gurus David and Cindy provide a refreshing view on personal finance with a side of humor. They also share offbeat current events and real-life experiences. The two hosts crack jokes while also diving into financial literacy and success. This podcast finds the perfect balance between having a laugh and getting down to business. Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognize ...
 
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 ...
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Welcome to the Mind Over Money Radio: Retirement Planning Facts vs. Feelings Podcast with Adam Rosendahl. Adam is the President of AIM Retirement Planning in Phoenix, Arizona. On this show, Adam will seek to educate you on topics like income and tax planning, long term care and estate planning, and many other important financial and retirement issues. Contact Adam at www.aimretirementplanning.com or by calling 480-535-2303.
 
Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
 
Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
 
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.
 
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
Loading …
show series
 
About eight years ago, we had a client—let’s call her Alison. She was in her late 30s and doing great in her career. Her income was picking up. We had thought about the best way for her to save her money for the things she wanted to do, among which was to leave her high-stress job before the age of 65. One day I got a text. Her husband had died. He…
 
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 …
 
97-year-old Charlie Munger is Vice Chairman of Berkshire Hathaway and he argues that owning only two or three stocks can be an advantage--what is his reasoning? Today's Stocks & Topics: ENPH - Enphase Energy Inc., VZ - Verizon Communications Inc., TOL - Toll Brothers Inc., NEM - Newmont Corp., Economic Numbers, SNDL - Sundial Growers Inc., GOLD - B…
 
For so many people, just hearing the word “timeshare” brings chills, angst, and anger to the surface. There are 10 million timeshare owners out there, and as many as 80 percent of them aren’t just unhappy with what they purchased - they don’t know how to get out of it. If you’re one of the many unsatisfied timeshare owners looking for an exit (or k…
 
This week's retirement reading is from MorningStar, titled Does Your Portfolio Need Bitcoin?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/194 Show Notes: RetireWithPurpose.com/194 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to …
 
The Biden administration changed how the Small Business Administration’s Paycheck Protection Program calculates forgivable loans for the smallest firms and sole proprietors. Today's Stocks & Topics: UNM - Unum Group, Options, 401k Options, Aggregate Bonds, Student Debt, LEA - Lear Corp., SNX - SYNNEX Corp., Saving for Retirement, DKNG - DraftKings …
 
For the personal finance tip of the week, David and Cindy reveal that the cost for owning cars including the payments, gasoline, insurance and maintenance can be the largest collective cost in the monthly budget. Part of this cost is for tires than can be $500 - $1,000 to repalce. One solution is to buy quality used tires online and the cost can of…
 
Do you avoid money, or do you worship it? The way you approach finances and retirement can be telling. Money avoidance If you prefer to avoid money conversations, decisions or planning, it’s best to recognize that you feel that way and try to work around it, through it or with it instead of trying to battle it. The issues tend to reside in the back…
 
Powell expects that inflation "will probably be a bit volatile over the next year," but does not see those changes being large or persistent. Today's Stocks & Topics: MRNA - Moderna Inc., GSK - GlaxoSmithKline PLC ADR, China Mobile Ltd., CLNE - Clean Energy Fuels Corp., WMC - Western Asset Mortgage Capital Corp., Health Savings Account, BUG - Globa…
 
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…
 
In our ninth and final episode of our series for members of the Florida Retirement System, Steve Gordon once again hosts our very own John Curry. We discuss an aspect of retirement that is necessary for absolutely everyone approaching this stage of their life to consider, mindset, and dive into how to successfully execute John’s Secure Retirement M…
 
One analyst explains that the stock market does not typically respond favorably to impressive earnings growth because the market is forward looking. Today's Stocks & Topics: GM - General Motors Co., SNDL - Sundial Growers Inc., CVS - CVS Health Corp., HD - Home Depot Inc., GBTC - Grayscale Bitcoin Trust, VSTO - Vista Outdoor Inc., ACI - Albertsons …
 
Are you eligible for a backdoor Roth IRA conversion? Is it taxed? How does a Roth 401k differ from a Roth IRA? Can you buy Mom’s condo for below market value & rent it back to her? Can you max out Dad's Roth? Can you file 2020 taxes before receiving IRS form 1098? How should you diversify your portfolio into international investments? Plus, capital…
 
Food service, customer sales, and broader service sectors of the labor market could see the largest negative impact from the COVID-19 pandemic. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, OGE - OGE Energy Corp., Interest Rates, MDT - Medtronic PLC, Marriage and Taxes, HVBTF - Hive Blockchain Technologies Ltd., INTC - Intel Corp., Bond Y…
 
In this episode David and Cindy cover the 2021 tax filing season. They review whether it is more beneficial to choose the standard deduction or itemize deductions. They also review many of the common deductions that many tax filers qualify for. In addition, the goal is not to receive a tax return; the average refund is $3,000 and this money can be …
 
Hans and Robby go over Social Security statements, how to get them and the information you can get from them. Hans even goes over his own personal statement! 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 emailin…
 
The Labor Department regulation strengthens consumer protection on trillions of dollars in retirement accounts. Today's Stocks & Topics: CL - Colgate-Palmolive Co., HII - Huntington Ingalls Industries Inc., TGH - Textainer Group Holdings Ltd., Copper, DMTK - DermTech Inc., GM - General Motors Co., Airline Stocks, Annuities, Gold, AEM - Agnico Eagle…
 
Whether you’re an individual working for a company or a business owner, you need to understand your 401(k). Along with Social Security, your savings, and a few other key assets, your 401(k) is probably going to be the single most important account you have. Today’s guest, Brian Hartstein, is the Director of Corporate Development here at Bayntree. F…
 
This week's retirement reading is from KIPLINGER, titled Worried About Passing Down a Big IRA? Consider a CRT. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/193 Show Notes: RetireWithPurpose.com/193 Rate & Review the Podcast: RetireWithPurpose.com/r…
 
Mortgage debt alone passed $10 trillion for the first time and it increased at the fastest fourth quarter pace since 2006. Today's Stocks & Topics: GME - GameStop Corp. Cl A, D - Dominion Energy Inc., GT - Goodyear Tire & Rubber Co., CCIV - Churchill Capital Corp. IV Un, Day Trading, Retail Sales, Inflation, BGS - B&G Foods Inc., Trading on Fundame…
 
For the personal finance tip of the week, David and Cindy discuss how much money that you save by cutting back on buying coffee from a barista. It is possible that a family of four can spend up to $7,700 per year. Next they explain how much money can be accumulated by investing the savings and letting the compound interest grow. https://www.instagr…
 
Chief investment officers reportedly favor capital spending over improving balance sheets. Today's Stocks & Topics: SQ - Square Inc. Cl A, PEP - PepsiCo Inc., FTNT - Fortinet Inc., Real Estate Value, SRG - Seritage Growth Properties Cl A, Inflation, CVS - CVS Health Corp., GLUU - Glu Mobile Inc., PG - Procter & Gamble Co., HRB - H&R Block Inc., Ret…
 
Now that one of the most contentious presidential elections in history is behind us, it’s finally time to start thinking about … the next round of elections! According to our longtime friend Greg Valliere, Washington’s political pros are already looking ahead to the 2022 midterms. And that long-term perspective is already having a major impact on J…
 
If you are interested in living a healthy life you have to consider the food that you put into your body. The food you consume fuels your body and shapes your life. On this episode of Retirement Answer Man, you’ll learn 5 tips for ensuring excellent nutrition. You’ll also discover a few resources that can help you improve your thinking around nutri…
 
In this free Rapid Fire Hour podcast, InvestTalk hosts Steve Peasley and Justin Klein provide unbiased answers to over 30 caller questions. Topics include: Yahoo Finance Information, Dollar Cost Average, Investing in Australia, 15- or 30-Year Mortgages, New Roth I-R-A, Transferring Positions, Holdings, Investing Strategy, How to Get Stocks Informat…
 
Massive government spending, coupled with easy monetary conditions, and a vaccine induced sense of protection could create the 'perfect inflation storm'. Today's Stocks & Topics: Fractional Shares, Privately Owned Company, Market Fall, Saint Louis Fed President, Investing Lessons, POW - WAMMO Inc., 401k Allocation, TGT - Target Corp., Donor-Advised…
 
A retirement plan spitball analysis for an engineer wondering if he can afford to retire, required minimum distribution questions answered, and discussion on when to stop contributing to tax-deferred accounts, when to start Roth conversions, and a conversion strategy for someone with no income. Plus, "conversation" - not advice - about Joe's possib…
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Mutual Funds, Inflation, Loans, 401K, Stocks and Taxes, Late-Start Retirement, I-R-As, Traditional I-R-A & Taxes, Natural Gas Index, Retirement Funds Man…
 
Fritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he’s one of the best retirement writers working today. After 33 years in corporate America, Fr…
 
In this episode David and Cindy discuss the details about how to allocate assets in your 401(k), Roth 401(k), 403(b) and 457(b) plans. They cover many types of mutual funds that invest in the stock market including large-cap, mid-cap, small-cap, international funds, value funds, balance funds, bond funds, and money market funds. They also cover the…
 
Today’s guest is Sarah Brenner. Sarah is the Director of Retirement Education at Ed Slott and Company. She truly is an expert in IRAs—Individual Retirement Accounts—which for so many of us form the crux of our plan to save for retirement. But best – she knows how to explain the complicated stuff clearly. Listen in and learn the key things women nee…
 
Do you know your tax rate? How about your standard deduction? Hans explains taxes in 2021, especially for those age 65 and over! 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 hans@cardinalguide.com or c…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login