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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 ...
 
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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InvestTalk

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InvestTalk

Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors

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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 ...
 
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 ...
 
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 ...
 
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.
 
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Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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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.
 
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Wealth & Whisky

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Wealth & Whisky

Ryan A Hughes & Peter Campbell

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Listen to two finance professionals talk about the economy, investing, stocks, politics, and more as they drink whisky. In each new episode, we pair a whisky to a topic, whether it's a cheap drugstore bourbon or a hard-to-find scotch (we prefer this). Learn more about us here: https://wealthandwhisky.com/
 
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 ...
 
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Retirement Road Map®

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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
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 ...
 
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 ...
 
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Smart Money Insights

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Smart Money Insights

Smart Money Insights: Retirement and Investing with Rick and Wes White

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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.
 
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4-Minute Money Ideas

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4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

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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 ...
 
This fast-paced thirty minute show takes a practical, insiders’ look at the financial services industry and breaks down important financial topics for our listeners. Tune in and you will find Rich and Kelly talking shop and dishing out practical tips that are sure to help you improve your financial plans.
 
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The Retirement Income Wisdom Podcast

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The Retirement Income Wisdom Podcast

Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
 
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 ...
 
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Wealth by Design

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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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*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 ...
 
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EDGE

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EDGE

Brandon White

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EDGE gives business owners the edge to win in business and life with authentic, unscripted conversations with guests who share their playbook, stories, lessons learned, reveal how they've achieved success, peak performance, wealth and happiness. With host Brandon White and featured guests from a variety of industries from business, entrepreneurship, sales and marketing, amateur and professional athletes, military special forces, politics, real estate, venture capital, private equity, investm ...
 
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show series
 
In Part 1 of our 401k Series Matt lays out all the important retirement plan deadlines so you don't miss the opportunity to maximize your retirement savings from your company. EDGE's Weekly NewsletterJoin over 17,000 others and sign up to receive bonus content. It's free sign up here >>> PODCAST INFO: Apple Podcasts: EDGE on Apple Podcasts Spotify:…
 
There’s this consensus that people who obtain wealth just make a lot of money or they inherited a lot of money. But the reality is most people who have a lot of money are good savers. A lot of wealth is built by people who just make a decent salary or even an average salary. They just live within their means. We’ll share some of the commonalities o…
 
From business school professor to cycling champion to hotel owner, Jamie and Brandon talk about how to discover your talents, live with passion and make an impact. About Jamie Anderson Jamie is a husband, dad, academic, author, TED speaker, hotel owner, entrepreneur and champion Masters Cyclist. Born in Australia, Jamie had an international career …
 
The fear factor is high in crypto markets now and most newer investors have lost money. Today's Stocks & Topics: JNJ - Johnson & Johnson, KO - Coca-Cola Co., NCLH - Norwegian Cruise Line Holdings Ltd., POAHY - Porsche Automobil Holding SE ADR, WELL - Welltower Inc, CIM - Chimera Investment Corp., Interest Rates, Short Term Rates, Special Purpose Ac…
 
Damon Roberts joined pop culture icon Billy Murray and his brothers for the annual Caddyshack Charity Golf Tournament. Damon sat down with the Murray Brothers to talk golf, retirement and single ladies. For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com…
 
All this month we have been discussing functional health so that you can ensure your body works well enough to rock retirement. Last week we learned how finding the right exercise plan can help you stay strong enough to do all the things that you want to do when you retire. Today, we learn about the opposite side of the functional health coin: nutr…
 
Baked into a downbeat forecast is the belief that economic growth will falter in the world's most advanced economies. Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Buying Stocks During Inflation, Exxon and Shell in Brazil, GT - Goodyear Tire & Rubber Co., STWD - Starwood Property Trust Inc., PLTR - Palantir Technologies Inc., Energy S…
 
Required minimum distributions: how do they work, when do you have to take them, and do Roth IRAs have RMDs too? Plus, were the fellas being misleading when they talked about claiming Social Security early vs. late if you save and invest the benefits? Listen for their rebuttal. When you change 401(k) custodians, is it a transfer, or a whole new pla…
 
Chris gives refreshing, actionable insights on how to use brand to 100x your company. About Chris Lester Chris brings dynamic vision and energy to his latest venture, FORTH, a brand consultancy focused on bold organizations, missions, and technologies with outsized and positive impact. Chris has served as the principal architect of brand and experi…
 
An inability to generate pricing power and the reality of tenants who operate on thin margins complicates the landscape. Today's Stocks & Topics: NFLX - Netflix Inc., RTLR - Rattler Midstream L.P., Higher Interests, Value Funds, Tech Space, Options Market, Independent Advisers, JOAN - JOANN Inc., INMD - InMode Ltd., Bond Maturity, ANGL - VanEck Glo…
 
Damon Roberts and Matt Deaton update us on what the market swings mean for our retirement plan and if there is a silver lining to a possible recession. Plus, inflation, interest rates, gas prices, what are the biggest worries that affect the community most? For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-686…
 
Hans and Robby are back again this week with a brand new episode! This week's show is about what you can expect when you have just medicare by itself. 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@…
 
A down payment of less than 20% means you'll need to make private mortgage insurance payments too-- and there are other drawbacks. Today's Stocks & Topics: ALB - Albemarle Corp., Inflation, Import Price Index, Bear Market Duration, Twitter Sale on Hold, SFM - Sprouts Farmers Market Inc., SCCO - Southern Copper Corp., How Do the Stock Market Grow, G…
 
We all want to build a close knit team in our company, but what questions cross a line when hiring or with existing employees? Danielle and I dive in to the topic in this epsiode. About the EDGE's Friday Show Every Friday Danielle Jenkins, founder of Domestic Divas Cleaning Co, and I talk shop over coffee. Danielle and I each run companies doing se…
 
Bill explains the basic concept behind inflation, why core CPI is lower than actual inflation, how often inflation occurs, and how governments may stop it, before outlining steps that individuals can take to reduce the impact of inflation on their budgets. Bill answers the question of whether investing in the stock market is still a good way to com…
 
Running an e-commerce store or SaaS business requires robust accounting software because of all the transactions and taxes that you have to pay in each country, state or province you have customers. If the software doesn't synch easily with your Shopify store, Woo Commerce or other software you'll be stuck in Excel spreadsheets, manual entry and mo…
 
The latest numbers mean different things to different economists. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., CM - Canadian Imperial Bank of Commerce, NEXT – Next Decade Corp., RYCEY Rolls-Royce Holdings PLC ADR, The Bond Market, Pension Rollover, Stablecoins and The Crypto Market Crash. Advertising Inquiries: https://redcircle.com/brands…
 
What does a soccer game have in common with retirement planning? On today’s episode, we are going to break down the retirement playbook and what lessons we can learn from retirement’s All-Star players. We’ll break down ten critical factors you need to have in your retirement plan to score big. The big challenge for many retirement players is replac…
 
Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences. Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Di…
 
In episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O’Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to…
 
Whether you're an early retiree or a senior in the more traditional 65+ age range, my team at Keen Wealth understands that you have questions about navigating this major life transition. But, as we discuss on today's episode, very few retirement questions have simple answers. Arriving at the best decisions for you, your family, and your money is ra…
 
Greg talks about how he left a corporate job, started a company and explains how to build an ownership culture that will help you increase sales and profits. Greg Milano, Founder and CEO of Fortuna Advisors, is a thought leader and trusted advisor in helping clients transform their value creation potential through bold improvements to managerial in…
 
You may think that having saved a nice nest egg and having a purpose will ensure that you are all set to rock retirement. Unfortunately, you need to think again. Without functional health, you may not be able to enjoy your retirement savings and purpose. Creating a specified exercise plan can ensure that you develop the functional health necessary …
 
Some argue that a flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced. Today's Stocks & Topics: ADDYY - Adidas AG ADR, Inflation, Russia’s Economy, Boeing, Goldman Sachs, UNP - Union Pacific Corp., The Stock Market, Charts, BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund, DVN - Devon Energy Corp., Insu…
 
Lowell is a SaaS veteran with experience selling/buying more than thirty businesses and shares what he knows to help you sell your company. Lowell's company, Traction Advising, specializes in helping B2B SaaS companies with >$5M ARR get acquired. Lowell’s been a Co-founder/CEO/Chairman, COO of a $120M public company, Startup CRO and Global VP. Trac…
 
Joe & Big Al talk strategy for converting to Roth and paying tax from the IRA when you have limited funds, eliminating required minimum distributions (RMD) on a Roth 457 and avoiding the 5-year Roth clock, and Roth 457, Roth IRA, and Roth TSP. Plus, the fellas spitball pension options, retiring early, and an intricate and potentially risky deferred…
 
A great in studio recording about go to market strategy, Karthik's journey to founding Ignition and we talk about bitcoin, is business school worth it and more. You'll enjoy this conversation. Karthik Suresh is the Co-Founder of Ignition, a collaborative hub for Marketing and Product teams to plan, execute, and measure the Go to Market (GTM) side o…
 
For about a year, the crypto market, led by bitcoin, has remained highly correlated with the moves in equities, particularly tech stocks. Today's Stocks & Topics: Annuities, I-Bonds, LAZ - Lazard Ltd., FB - Meta Platforms Inc., AMZN - Amazon.com Inc., Retirement Portfolio, The Bond Market, TCNNF - Trulieve Cannabis Corp., COST - Costco Wholesale Co…
 
In this market update Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. Recorded May 2, 2022. If you are concerned whether your financial plan is still on the right track and are worried about taking more risk than necessary, schedule a free 30-minute consulta…
 
In this episode Damon Roberts and Matt Deaton offer tips to get over Monday Anxiety that a majority of adults suffer from as the weekend comes to a close. Plus, what happens if you reach the moment when you can finally retire, but you just don't want to. Should you plan change? Finally, what the market continuing it's shaky ride, what amount of ris…
 
Today, I’m talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and a regular contributor to ThinkAdvisor. He’s also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to indus…
 
Should you provide professional development for your employees? If so what does that look like? Is coaching and mentoring them the same as "professional develoment"? What's the best approach? We talk about what we do, have done with lessons learned and come out of this discussion with a new approach that can help you shape your professional develop…
 
Hans and Robby are back again this week with a brand new episode! This week's show is about social security spousal benefits. 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 call…
 
Worker productivity fell 7.5% to start 2022 at its harshest pace in nearly 75 years while labor costs soared 11.6%. Today's Stocks & Topics: MYRG - MYR Group Inc., Value Stocks, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., NKE - Nike Inc. Cl B, T - AT&T Inc., VZ - Verizon Communications Inc., AAON - AAON Inc., GLV - Clough Global Dividend &…
 
This week's retirement reading is from Financial Advisor Magazine titled, Why Is The Market Going Down? 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/287. Show Notes: RetireWithPurpose.com/287 Rate & Review the Podcast: RetireWithPurpose.com/review …
 
For investors, a rising interest rate environment may increase correlations between stocks and bonds. Today's Stocks & Topics: INMD - InMode Ltd., NUE - Nucor Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, VMW - VMware Inc., SDS - ProShares UltraShort S&P 500, GM vs. Tesla, AMRC - Ameresco Inc. Cl A, Nasdaq, GPRK - GeoPark Ltd., Oil Supply. TR…
 
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