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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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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.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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This podcast is for overwhelmed and frustrated professionals mainly women between the ages of 35 and 60 + who are ready to develop and apply the relevant financial skills and knowledge they need to take control of their money, better manage their finances, reduce their financial worries, and understand that they can live their best life with the money they have. I will be sharing valuable information about how to achieve financial wellness from the inside out and live a purposeful life with ...
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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.
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A broad spectrum of cerebral and though-provoking conversations hosted by Conexus Financial, a purpose-driven publisher of conferences, podcasts and digital media through its brands Investment Magazine, Professional Planner and top1000funds
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A Canadian Personal Finance Podcast, sharing ideas about money and how to build wealth.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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From Embark Group, it's the EmbarkPod: a show that looks to bring together thought leaders, finance professionals and commentators to discuss - and debate - hot topics within the FinTech industry; hosted by Roger Hearing.
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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Introducing India’s first ever, The Pension Podcast, an initiative by PensionBox - Take control over your retirement future now!The Pension Podcast embarks the emergence of the Pension Movement and assures the retiree’s to find their financial security and peace of mind at their own comfort!With apt information and insights on how the Pension Movement impacts the future, let The Pension Podcast advance your retirement planning now!
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Pensions, pay, job planning, rate cards, all the stuff that annoys you. Chat's, Q&As, interviews with the BMA consultant's committee negotiating team.
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A podcast to help internationally trained physicians in Canada achieve financial peace without selling any investment or insurance products.
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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Join Dustin Lamontagne of Research Capital for helpful hints to help you negotiate ever changing stock markets. Plus Dustin will give you his take on current stories from around the world and how it can affect your financial well being.
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Professional unprofessional strategists Stephen Carter, Corey Hogan and Zain Velji dissect the news of the day, pass judgment on strategy choices and lift back the curtain on how decisions are made. Described as "the least deliberate podcast of all time", "shockingly insightful" and "sports talk radio for politics". Not sponsored by Flair Airlines. Get Thursday episodes and bonus content on Patreon
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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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As a Financial Professional we offer the following services…. * Estate Planning * Debt & Tax Relief * Home, Car, Pet and Umbrella * College Savings Fund * Will Prep * Keyman Executive Plan * Long Term Care * Personal Pension Plan * Tax Free Retirement Account * Legacy Planning 📆. Book time on my calendar to discuss further at calendly.com/smithconsultings Contact 📞☎️📱📧👩💻 info@smithconsultings.com 732-820-9710 👩🏫📖 Go grab a copy of Life Insurance with Living Benefits 101 & Estate Planning G ...
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For Business Owners: This is the podcast for 6 & 7 figure business owners who are looking to grow a financially successful business. Claire Hancott is a Finance Director, Chartered Accountant and Entrepreneur and every week we explore guidance and frameworks designed to help you increase your profits, improve your cash flow and grow your business.
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Jason Vincent, President and COO of Matco Financial discusses trending topics such as life and investing as they relate to building wealth as a Canadian. Stay tuned for new episodes and guest appearances. See our disclaimers here - https://matcofinancialinc.com/disclaimer/ © 2024 Matco Financial Inc.
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Are you an expat who is confused by the Irish tax system? Maybe you are planning a move to or from Ireland and want to understand how to navigate the complex tax issues that arise? Taxbytes for Expats is the show that explains in simple terms the dos and don'ts of Irish taxes for expats.
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, 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. T ...
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Vidett 'ExpertView' brings together a panel of experts from different disciplines, to share their specialist perspectives on key pension topics.
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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near reti ...
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In-depth discussions on all things benefits and compensation-related from the thought leaders of Proskauer’s highly-ranked lawyers.
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Podcast hosted by nationally-recognized expert on Medicare, Jae W Oh, MBA CFP CLU ChFC, author of top-rated, top-selling book on Medicare, Maximize Your Medicare. Subscribe to the YouTube channel and check out the book at www.maximizeyourmedicare.com
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Ford Stokes and his Team of Fiduciary Advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. Listeners Can Call Us Toll-Free at (888) 814-0304 - or - Dial #250 on Your Cell Phone and Use the Keyword "Retirement Results" For More Information, Visit RetirementResults.com Learn More About Us at ActiveWealth.com
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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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 ...
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Podcast by Investment Quorum
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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
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Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.
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Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people. Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including: Getting into Financial Services; where to start? Changing careers and transferrable skills. Routes to Level 4 Qualifi ...
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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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On The Island is a lively and informative blend of news, reviews and interviews, designed to keep Victorians informed about the issues that matter to them.
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Ford Stokes and Sam Davis discuss how you can include pension-like income in your retirement plan and beat the current bank CD rates with MYGA alternatives. Schedule your Complimentary Consultation now: RetirementResults.com/plan For More Information & to Check Out Previous Episodes: RetirementResults.com To Learn More About our Mission and Our Tea…
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We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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Are Private Equity Investment’s Dragging Down Pensions?
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On this podcast Joel Garris is joined by Zach Keister to discuss the importance of starting to save early and the power of compounding and its impact on your retirement. Also they discuss the role of private equity within pensions and individual investor portfolios in reference to poor performance and limitations. These topics and more on this week…
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Re-examining pension plans for professionals with Jason Pereira
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Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…
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EP297 Individual Pension Plans as a Path to Entrepreneurial Security
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Welcome to The Cash Rich Exit Podcast, where I, Colleen O’Connell-Campbell, guide you - ambitious CEOs, founders, and business owners - through critical entrepreneurial financial transitions. Today’s episode is especially important for those of you over the age of 40 with a significant T4 income, as we explore an exceptional tool for securing your …
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The Ultimate Business Owner's Guide to Pension Planning
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Welcome to the Profit Cash Growth Podcast, the go-to podcast for six and seven-figure business owners eager to grow a financially successful business. Hosted by a Finance Director & Chartered Accountant, Claire Hancott, this episode dives into the crucial topic of pension planning for business owners. In this episode, Claire and her co-host explore…
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Why the Proposed Alberta Pension Plan Matters - Jim Dinning
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Welcome to the Wealth in Canada Podcast with Jason Vincent, President and COO of Matco Financial. In today's episode, Jason sits down with Jim Dinning, Chair of the Proposed Alberta Pension Plan Engagement Panel. They discuss the Canadian Pension Plan and the Quebec Pension Plan and the need for Albertans to speak up in decisions that can impact an…
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After receiving a very large inheritance, how should we be allocating our assets? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vi…
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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
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Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:3…
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EP. 168 - FINANCIAL COACHING - TRANSFORM YOUR MONEY MINDSET
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Send us a Text Message. In this episode of "The Merging Life and Money Show," host Marie-Jo Caesar emphasizes the crucial role of financial coaching in transforming money mindsets. She explains how financial coaches aid in budgeting, financial planning, and accountability, addressing deep-seated money issues. She outlines the differences between fi…
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Retirement: Income and Taxes – Almost 20% of people over sixty-five are still working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and emotional reasons that retirees continue to work beyond the typical retirement age. The conversation continues with a detailed dialogue about how working before and after Social Security…
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We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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229 - Shifting Distribution and Changing Minds With Jim Kerley
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Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled 'Shifting Distribution, Changing Mindset: Why Advisors Aren't Talking to Consumers About Life Insurance.' The report explores the reasons why advisors are not discussing life insurance with their clients and the implications for the industry. Kerley emphasizes that…
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Watches of Switzerland, Volex & CMC: The Companies and Markets Show
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The Companies and Markets Show returns with a look at the prospects for three very different businesses. Retailer Watches of Switzerland (WOSG) had a disastrous start to the year but has shown signs of improvement since. Chris Akers asks if it can weather the luxury goods downturn. Then Jemma Slingo joins the show to examine Aim-listed cable and co…
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Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
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Ep. 167 – JUNETEENTH - UNVEILING ITS HISTORICAL AND ECONOMIC IMPACT
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Send us a Text Message. In this episode of "The Merging Life and Money Show," host Marie-Jo Caesar explores Juneteenth's historical and economic impact on the African American community. Addressing the emancipation journey, the Reconstruction Era, and modern financial wellness, she highlights the importance of financial education in overcoming hist…
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Drugmakers are taking steps to make sure clinical trials include participants from a variety of backgrounds—and they are steadily making progress, as evidenced by new studies of multiple sclerosis and sickle cell disease. Milliman health researchers Ellyn Russo and Chris Page unpack a history of distrust in medical research, the implications of fai…
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Living Abroad Doesn't Mean Tax-Free! U.S. Expat Tax Rules
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Understanding U.S. tax obligations is crucial for expats to avoid severe penalties and maintain compliance with the IRS. Allen Pfeister, a U.S. tax expert, explains the complexities of tax filing requirements for Americans living abroad, emphasizing that citizenship status mandates continuous tax reporting, regardless of residence. Allen discusses …
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EP #95: 3 Reasons Why Following Investment Evidence Beats Guessing the Market
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Are you feeling frustrated by the difficulty of understanding investment strategies? Feeling uncertain about which approach to take? Imagine spending years trying to navigate the complexities of active management, only to discover that it may not be the most effective approach. The struggle to decipher the impact of dividends on investment returns …
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A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money"…
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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
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Listener Q&A where Andy talks about: Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 ) Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 ) How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 ) If I've changed any of my views or processes around retireme…
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Welcome to another insightful episode of the Profit Cash Growth Podcast, the go-to resource for six and seven-figure business owners aiming to grow a financially successful business. This week, Simon and Claire kick off the episode with a lighthearted discussion about the recent EU regulation that mandates bottle caps to be attached to the bottles,…
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Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
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In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answe…
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We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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#021 Inflation - What is the real rate of inflation and how it affects your retirement?
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Join hosts Saad Nadeem and Usman Jamal as they dive into the pressing issue of inflation in Canada, exploring its recent surge and its impact on retirement planning. In this episode, they discuss strategies to navigate rising inflation while maintaining financial goals for retirement. Beyond inflation's uncontrollable eSects, discover actionable in…
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Covering MDF With Lifetime Secure Income: EDU #2426
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Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. The post Covering MDF With Lifetime Secure Income: EDU #2426 appeared first on The Retirement and IRA Show.저자 Jim Saulnier, CFP® & Chris Stein, CFP®
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Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.c…
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We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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Probate alternatives. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession…
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Corey Hogan and Stephen Carter discuss the results of the Toronto-St.Paul's byelection. How big of a deal is this? Is there a path forward for Justin Trudeau? What does it mean for Pierre Poilievre and Liberal leadership hopefuls? And how many Douglas mattresses will be sold as a consequence of this episode? Zain Velji, as always, picks the questio…
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The conversation discusses the current state of the stock market and the potential impact of the upcoming election. It emphasizes the importance of diversifying investments and considering safe, fixed-rate options. The use of target date funds and the potential benefits of annuities are also explored. The conversation touches on the role of interes…
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With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our …
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Corey Hogan and Stephen Carter discuss the Alberta NDP leadership results, lopsided leadership races and what the still-being-counted results in Toronto-St. Paul's mean for Justin Trudeau and Pierre Poilievre. When a result looks like it's going to skew heavily to one candidate, why do other candidates run? Do the Liberals win the expectations game…
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We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
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From The Marines to Professor of Financial Planning #301
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For this week's podcast we welcome a fantastic guest, Chet Bennetts. A professor of Financial Planning with a wonderful story about how he got to where he is and shares some interesting ideas with us. Main topics: Chet's journey to financial planning His current role Why he got involved with helping veterans with financial planning His PhD work I h…
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Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary Quinzel who is the Vice President of Portfolio Consulting with Wealth Enhancement Group. Gary offers his commentary on the recent strength of the stock market and economy, including digging into recent inflation data and the direction of interest rates. Jeff Perry joins and a…
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I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is solid. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn mo…
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Based on our age and where we are in life, is now a good time to start doing some Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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Don't leave a mess - How to disaster-proof you family legacy. A conversation with Sandy Pollack
55:15
55:15
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55:15
In this episode, we will have a very informative and generative discussion with my guest Sandy Pollack about what it means to make wise choices for your career and business that not only protect what you have worked so hard to build but reflect your why. Please send me your comments and feedback at hmfhd2020@gmail.com.…
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I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
1:11:43
1:11:43
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Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks…
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