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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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Ready For Retirement

James Conole, CFP®

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Retirement Answers Today

Jim Martin & Casey Bibb

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Retirement Answers Today is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment decisio ...
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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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The Healthy & Wealthy Retirement

Mark Struthers CFA, CFP®

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Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
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Talking Retirement

NJ Life And Health

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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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Retirement Starts Today

Benjamin Brandt CFP®, RICP®

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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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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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Retirement Answers

Jacob Duke, CFP®

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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Welcome to the Early Retirement Roadmap podcast, your audio guide to preparing for and thriving in early retirement! If you’re dreaming of retiring early but feeling overwhelmed about where to start, or if you’re already retired and looking to make the most of your freedom, you’re in the right place. I’m your host Mike Upland, and I successfully retired at 55. Through this podcast, I share my personal early retirement journey—the victories, the challenges, and all the essential lessons I’ve ...
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Success in the New Retirement

Damon Roberts, Matt Deaton

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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 ...
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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Rock Your Retirement Show

Kathe Kline and her guests discuss Retirement Lifestyle, not money.

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Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Retirement Toolbox

Scott Searles

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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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Operation Retirement Readiness

Mike Hunsberger & Amy King

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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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show series
 
One of the biggest issues on every American’s mind is the impact of a global trade war and how trade policies and tariffs will impact their financial future—and rightfully so. Shifting economic alliances can have far-reaching effects on markets, inflation, and long-term investment strategies and we couldn’t be more thrilled to welcome today’s guest…
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In a riveting RLA Radio episode, host Dennis Tubbergen and financial analyst Karl Denninger deliver a sobering assessment of America's economic future, challenging conventional wisdom on tariffs by framing them as economic equalizers that could revitalize domestic manufacturing while warning of a demographic cliff similar to Japan's—with plummeting…
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Jim and Chris respond to listener emails on Social Security record accuracy, IRMAA repayment options, naming a Trust as an IRA beneficiary, and the Roth 5-year Rule. (12:00) Georgette shares five important Social Security lessons from her family’s experience, prompting a PSA-style discussion on earnings record errors, divorce and remarriage rules, …
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Do you have after-tax money in your Traditional IRA? Well, when it comes time to make distributions or do Roth conversions, you could unknowingly pay more in tax that you otherwise have to if you aren't aware of the IRA Pro-Rata rule or how you can fix this issue before it becomes a problem. In this week's Friday Q&A, I answer James' question on th…
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In this episode I discuss what to do as we near the possible end to the volatility as a result of the tarrifs. My dicussion focuses on your state of mind as an investor as opposed to pure metrics. This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunites in the mark…
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Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified retirement counselor Mark Struthers breaks down what the SECURE Act means for your Roth IRA and, more importantly, for your heirs. Listen in as we explore why Roth IRAs are still a powerful tool, how new beneficiary rules could impact your estate…
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One of the most common Social Security questions we get is this: “If my spouse starts her Social Security at age 62 and I wait until age 70 to start mine, can she receive a higher spousal benefit when I start?” When it comes to Social Security, most people know you can qualify for retirement benefits based on your own work history — the taxes you p…
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Are you saving so much for retirement that it’s squeezing your life today? In this episode, Sean answers a viewer question about finding the right balance between preparing for the future and living fully in the present. Can you save too much? Are you over-saving at the expense of living now? Sean addresses the listener’s concern that he’s maxing o…
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In this episode of the Kingsguard Capitol Retirement Wars podcast, hosts Joseph and Chris Cervinka discuss essential strategies for navigating taxes and estate planning in retirement. They emphasize the importance of understanding the current economic landscape, including inflation and tax laws, and how these factors impact retirement planning. The…
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Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, p…
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In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managin…
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Today we answer a question from Cathy about helping aging parents in California navigate care costs, preserve limited resources, and explore options like pro bono legal support. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin’s team at https://…
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In this episode, Eric opens the mailbag to answer three listener questions that hit on some of the most common—and often misunderstood—retirement topics. From how the 4% withdrawal rule really works, to whether life insurance is a smart legacy tool, Eric brings practical, experience-backed advice to each conversation. Here’s some of what we discuss…
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When it comes to retirement planning, it's often the threats you don't see coming that do the most damage. In this episode, Ryan uncovers five silent "assassins" that can quietly erode your financial future, including market crashes, inflation and some surprises along the way! More importantly, he explains how proper planning can defend your wealth…
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You’ve had 2025 circled on your calendar for years, but now, with rising inflation, market volatility, and economic uncertainty, you’re asking the big question: Is 2025 still a good time to retire? In this episode, Scott breaks down what really matters when making the retirement leap and why the media headlines shouldn’t dictate your financial futu…
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Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…
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Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ( 6:50 ) Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 ) Should someone sta…
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In this episode, Joe Curry sits down with financial expert Russ Thornton to reveal why women face unique hurdles in retirement—and how to overcome them. From longer life expectancies to career breaks for caregiving, Russ shares real-world strategies to build confidence, plan smart, and avoid costly mistakes. They break down what women need to know …
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In this episode, Miguel Gonzalez, CRC®, walks you through what to expect when you inherit money—from probate to debt handling, taxes, and investment strategies—to help you make informed decisions during a difficult time. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your asse…
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Identify the uniqueness of your retirement situation and the variety of ways to build your retirement in a timely manner. Maybe you’re the kind of person who is always on time for everything, or maybe you fall in the “go with the flow” category. Regardless, no one wants to wake up one day ready to retire but unable to because the retirement plan wa…
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This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stab…
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In this conversation, the hosts discuss the parallels between the excitement of the Kentucky Derby and the journey towards retirement. They delve into the complexities of Roth conversions, the implications of taxes on retirement savings, and the importance of professional guidance in navigating these financial decisions. The discussion highlights t…
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In this conversation, Kevin discusses the importance of guaranteed income strategies for retirement, emphasizing the need for financial security amidst market volatility and inflation. He highlights the role of annuities in providing a steady cash flow, the significance of proactive financial planning, and the necessity of preparing for longevity i…
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In this episode, John Blanchard discusses the intricacies of retirement planning, focusing on Roth conversions and the implications of good versus bad debt. He emphasizes the importance of timing and strategy in converting traditional IRAs to Roth IRAs, as well as the potential tax benefits. The conversation also delves into the concept of leveragi…
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Listen to the audio of this one-hour webinar held on April 30, 2025 to learn more about the CRI's latest research on this topic and hear from experts about the importance of Social Security claiming timing, how Social Security and private retirement savings work together, and the impact of decisions on overall retirement readiness and financial wel…
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Are you wondering why it feels like everyone else is retiring early — and you're not? In this episode of Early Retirement Roadmap, we uncover the real reasons people delay early retirement, even when they have enough saved. Learn how to avoid the "one more year syndrome," stop chasing unrealistic retirement numbers, and discover 5 proven strategies…
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In this episode of the Rock Your Retirement Show, host Kathe Kline and co-host Barb welcome Dr. Marlene Scheipel, a PhD in counseling psychology and licensed life coach, to discuss navigating the emotional and psychological aspects of retirement. Dr. Scheipel shares her extensive experience working with clients who are approaching or already in ret…
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Ted Page, founder of the blog Good Grampa, has a new book Good Grandpa: Stories from the Heart of Grandfatherhood coming out on Grandparent’s Day. We catch up on what he’s learned from others about grandfatherhood today and his own experiences as a grandfather. Ted Page rejoins us from Vermont. _____________________ Bio Ted Page is a storyteller an…
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In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the top five most common and preventable retirement mistakes they encounter, from poor tax planning and early Social Security claims to inadequate investment risk management and healthcare oversight. They provide guidance on constructing a written income p…
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What are the perceived benefits of moving to a low-tax state in retirement? Is it all it’s cracked up to be? We’re gonna cover a Wall Street Journal article by Debbie Carlson that delivers an important dose of nuance: “Don’t let the income-tax tail wag the total-spending dog.” I also answer a very thoughtful question from Lynn about sequence of ret…
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Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…
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Send us a text Brian and Jeff Akers discuss the importance of financial planning for a smooth retirement transition. They emphasize the need for a personalized plan, steady income stream, tax-free growth, and understanding tax effects on investments. They also stress the importance of starting early, prioritizing saving, and adapting to changing ci…
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In this episode of "Own Your Retirement Show," Josh Bretl delves into essential tips for a happy and successful retirement, emphasizing the importance of planning and having conversations with family about expectations, health, and financial desires. Josh shares personal anecdotes about his family's approach to retirement and stresses the significa…
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Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk through what it looks like to use money with intention, not just someday, but now. Prompted by a thoughtful note from a Root Collective member, we share stories—personal and client-based—about the small upgrades that ma…
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"I'll just work a few more years." It's the retirement safety net millions of Americans often count on. In large part because the financial industry has convinced everyone that retiring later is the most sensible backup plan if your savings fall short. But what if this common advice is actually setting you up for one of the most costly mistakes of …
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Summary - This conversation delves into the VA Home Loan Guarantee, a significant benefit for veterans and active military members. Mike and Amy discuss the eligibility criteria, application process, advantages, and costs associated with VA loans, including the funding fee. They also explore the challenges faced by service members transitioning to …
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Life insurance might not be the most exciting topic, but what if it was the secret ingredient to securing your financial future and living your best life? In this episode, John Curry and April Schoen dive deep into the transformative power of whole life insurance and reveal how it can be an essential financial tool for building and safeguarding wea…
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Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife We all were saddened by the shocking deaths of actor Gene Hackman and his caregiver wife Betsy. In this episode of Countdown to Retirement, Gregg MacInnis talks about the legacy planning strategies we can learn from the tragedy. Caregivers who look after loved ones ca…
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Discover the fascinating world of estate sales with Sharon McKenzie-Venning, owner of Mackenzie Estate Sales and Real Estate Services. In this revealing interview, Sharon shares her journey from Brooklyn teacher to successful estate sale entrepreneur, celebrating 10 years in business. Learn the difference between garage sales and estate sales, hear…
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Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Securi…
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It's important to stay tax aware when it comes to your finances. On this episode, we explore some of the latest updates for 2025. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As …
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Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and b…
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As technology evolves and becomes more impressive, unfortunately, a number of losers are elevating their ability to scam people of their money and also their property. As I researched this episode, I realized that the number of stories on this kept growing and is becoming a big issue for cities and counties. In this episode I go through some of the…
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