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... a holistic lifestyle to build & preserve wealth
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clien ...
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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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Podcast by Kristian Finfrock
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Retirement planning might seem complicated and confusing, but the truth is, it doesn't have to be. The Money & Retirement Show with Victor Gray & Colin Hurst seeks to simplify, educate, and entertain those in retirement and those preparing for retirement.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement
Josh Jalinski
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Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, Pix 11News, News 12 NJ, Annuity123, EzineArticles.com, and Fortune
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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insight ...
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Ep 55 - How Companies Killed Pensions and Passed the Bill to You
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Are pensions a relic of the past? Josh dives into the rapid decline of pensions and what it means for retirement planning today. With companies slashing pension plans to cut costs and boost stock prices, workers are now forced to rely on 401(k)s and other personal savings. Josh breaks down why pensions are disappearing, the challenges facing public…
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Great question, as so many factors have to come together to make sure your retirement is what you had in mind. Let's take a deep dive into how that question fits you. Get some answers, right now.저자 Doug Horne
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3 Costly Retirement Tax Traps (And Ways to Avoid Them)
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Are you prepared for hidden tax traps in retirement? Many retirees assume their tax rates will go down, but for those with significant savings, unexpected tax burdens could cost them thousands of dollars each year. Today, Scott Sierens, CFP®, uncovers three major retirement tax traps that could push you into a higher tax bracket, increase your Medi…
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Retirement Income Strategies - Trade War Talk Affects the Markets
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저자 Kristian Finfrock
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[LIVE RADIO SHOW] Inflation's Slowing, Job Cuts Are Rising, and Debt is Piling Up + Listener Q&A!
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What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches o…
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What is the right way to "buy" the S&P 500 in or near retirement and how does growth in a Fixed Indexed Annuity work
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In this week's episode, we'll discuss how you can get gains based on the S&P 500 with NO losses. Are you ready for the next market event? How do Fixed Indexed Annuities work for growth? What's the difference between a fixed and a variable plan? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® a…
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There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial. We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today…
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IRA Required Minimum Distributions (RMDs) and Post Death Distributions
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In this podcast Bill get's somewhat technical and explores the ins and outs of IRA Required Minimum Distributions (RMDs) and Post Death Distributions.저자 saferetirementmoneyguy
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Cheap Oil & Low Interest Rates trump Trump’s CHAOS 250305
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Episode 465: The stock market has been driven lower because of extremely negative investor sentiment. But I think the reality is a much stronger economy. The trauma is self inflicted by President Trump. But like a magician creating an illusion to distract the audience, Trump uses chaos to advance his agenda. Sign up for free ALERTs & Market Comment…
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Ep 54 - Who Really Controls Your Money After You’re Gone?
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Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes …
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It used to be 65 and that came with a gold watch and a pension. That was yesterday. Today, we have some attractive options on the table. Listen and learn about retirement in the 21st century.저자 Doug Horne
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Retirement Spending Secrets: A Smarter Strategy Than the 4% Rule
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How much can you really spend in retirement without running out of money? In this debut episode of The Max Retirement Show, Scott breaks down the biggest retirement spending mistakes, why the 4% rule might not work for you, and how to create a dynamic spending plan that adapts to market conditions, taxes, and life changes. Plus, Scott answers a lis…
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저자 Kristian Finfrock
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Economist Harry Dent Predicts a 2008-Level Market Crash—Or Worse
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What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, t…
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Does your current advisor REALLY listen to your retirement needs and concerns
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In this week's episode, we'll explore if your current advisor is really hearing you or if they are just trying to "sell" you on some plan. How can you tell whether you have the right advisor? Can the same advisor you've worked with for years also plan for your retirement? Why do you need to be in a fixed, zero-loss plan when you are in or nearing r…
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Ep 53 - Wedding Bliss or Financial Miss? The Marriage Money Debate
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Is wedding bliss really about love, or is it about money too? Josh breaks down what couples need to know about merging finances, from joint accounts to budgeting, and why money fights are one of the biggest reasons marriages fail. He dives into financial transparency, the do’s and don’ts of managing money together, and how to avoid the biggest mist…
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There is no exact number when it comes to our retirement. Obviously, more is better, but what you need to understand is HOW can you take what you have worked so hard for, and put it to good use for retirement. Get some answers, right now.저자 Doug Horne
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Retirement Income Strategies - Four Retirement Pillars
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저자 Kristian Finfrock
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Why Your Kids Have No Clue About Money w/ Bobbi Rebell (Financial Wellness Strategies)
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How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups. Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate abo…
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In this episode Bill talks about converting traditional IRA accounts to Roth IRA accounts, covering the tax implications and benefits of doing Roth Conversions.저자 saferetirementmoneyguy
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What are the outcomes you DO NOT want in your retirement and how to plan to avoid them
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In this week's episode, we'll discuss things you DON'T want in your retirement. What is on your list of things you definitely don't want to happen in retirement? Do you NOT want to run out of money, or NOT lose your nest egg in the next market crash? What can you do now to ensure the outcomes you don't want don't happen? Isn't it time to get answer…
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Ep 52 - Who Killed Social Security — And Can It Be Saved?
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What does Social Security really look like heading into 2025? Josh breaks down the financial strain facing the system, what Congress might do to fix it (or not), and what it all means for retirees trying to plan ahead. He breaks down how political gridlock, inflation, and shifting demographics are all putting pressure on the system, and shares stra…
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Getting close to retirement or already there? Do you have questions about annuities? Get some answers, right now.저자 Doug Horne
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Are Private Equity Firms Coming for Your Retirement? w/ Barry Dyke (Pirates of Manhattan)
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What’s really happening with private equity, and why does it matter for your retirement? Josh sits down with bestselling author and financial truth-teller Barry Dyke to unravel the hidden risks behind private equity firms taking over public assets, insurance companies, and even your retirement savings. Barry breaks down how firms like BlackRock are…
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Social Security Fairness Act Signed Into Law on January 5, 2025
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If you are retired from the federal government and part of the civil service retirement system, retired from a community college, K-12, or a retired firefighter, police officer, or retired from a state agency or municipality, this may be some very good news for you. The Social Security Fairness Act of 2023 was signed into law on January 5, 2025. Th…
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How to protect your retirement from the latest scam called "pig butchering"
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In this week's episode, we'll explore the latest scam that is costing retirees millions of dollars and what you can do to avoid becoming a victim of "pig butchering". What are the steps to this scam and how can you spot it? How can you make sure you can never fall victim to this type of scam? What is reinvestment risk and why do you need to be conc…
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Gold Trading, Inflation, and the Market Crash No One Sees Coming w/ Economist Steve Hanke
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Is the stock market a bubble waiting to pop? Josh sits down with renowned economist Steve Hanke, a professor of applied economics at Johns Hopkins University and an expert in currency trading and financial policy. Hanke shares his take on why the market is overbought, overpriced, and overhyped, offering insights into contrarian strategies like sent…
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Introduction to Chapter Seven of Stewarding Your Retirement: Earthly and Eternal Rewards of Stewardship
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In this podcast episode Bill and his publisher introduce chapter seven of his newest book, Stewarding Your Retirement: Earthly and Eternal Rewards of Stewardship. We will discuss earthly rewards and eternal impact, providing for your descendants, helping the poor and the weak, honoring God, supporting ministries, releasing obstacles to stewardship,…
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The obvious answer here is sooner than later. This podcast is especially important if you are a decade or more out from retirement. The way your money works best, is when you adjust and adapt to a long-form game plan. Here are some ideas.저자 Doug Horne
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[LIVE RADIO SHOW] DEI in Corporate America, Billionaire Tax Breaks, and Marriage Money Mistakes + Listener Q&A!
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Are government spending plans helping or hurting your wallet? In this live radio episode, Josh takes calls from listeners on everything from estate planning and tax strategies to the latest economic policies shaping personal finances. The conversation covers Warren Buffett’s estate planning philosophy, the tax advantages of ETFs over mutual funds, …
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Retirement Income Strategies - Retirement for Small Business Owners
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Retirement Income Strategies - Retirement for Small Business Owners by Kristian Finfrock저자 Kristian Finfrock
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Introduction To Chapter Six of Bill's Newest Book, Stewarding Your Retirement
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Bill and his publisher introduce and talk about Chapter Six of Bill's newest Book, Stewarding Your Retirement. Chapter Six: Safe Money and Biblical Stewardship. In Chapter Six you will learn: What the bible says about safe money. Safety and growth. Protection. Provision for tomorrow. Your daily bread.…
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Episode 464: Last episode we discussed comparative advantage as it relates to the success of countries and corporations but the same concept applies to INDIVIDUALS. The problem that most people have is not knowing what their comparative advantage is. Should you pursue your passion or force yourself to get out of your comfort zone? I believe the bes…
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What is risk capacity and how does it relate to your plan in retirement
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In this week's episode, we'll discuss what risk capacity is and how it relates to your retirement. How does your risk capacity affect your decisions in retirement? Is it possible to increase your risk capacity while you are in retirement? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bes…
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Where is your tax money really going? Josh digs into the latest revelations about government spending, from nonprofit funding to media influence, and what it all means for the economy and taxpayers. With political spending ramping up, he breaks down the financial impact and whether federal oversight is keeping up. Then in Extra Points, X’s AI chatb…
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Introduction to Chapter Five of Bill's Newest Book, Stewarding Your Retirement
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In this introduction to Chapter Five of Bill's newest book, Stewarding Your Retirement, Stewardship Investment Options, Bill and his publisher talk about annuities which date back to the Roman Empire, the different kinds of annuities, some good and some not so good, call options to give you market gains but none of the risk of loss, annual reset to…
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Retirement is much better IF you have planned for that time of your life. That not only means saving money for retirement, but what you do with those funds to sustain your retirement. Let's see how you're doing.저자 Doug Horne
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[LIVE RADIO SHOW] High-Interest Rates, Government Audits, and the Biggest Retirement Risks + Listener Q&A!
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What’s really going on with the economy today? In this live radio episode, Josh takes caller questions on everything from market volatility to tax strategies, breaking down what’s really happening in the current markets. With inflation, interest rates, and tariffs making headlines, he offers his unfiltered take on how these policies could shake up …
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Episode 463: Ignore the contemporary arguments about free trade. There is no free trade. What there is, is government policies that attempt to distort market forces. Tariffs are in the news, but deregulation will trump Trump’s tariffs. In this episode we’ll discuss how market forces are defined by comparative advantage. And I’d encourage you to thi…
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