Retirement 공개
[search 0]

Download the App!

show episodes
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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 ...
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
Loading …
show series
 
Have you ever considered going back to school? Early retirement can be a fantastic time to explore new learning opportunities. In this episode of Retirement Starts Today, we’ll take a look at a Market Watch article that describes the burgeoning culture of adult learning for those at or near retirement age. We’ll continue by exploring many higher ed…
 
How good are you at grilling your steak? Because even as you’re planning for a secure retirement, a juicy steak shouldn’t miss from your table regularly. Whether you like your steak rare, medium-rare, or well done, we all want it juicy and delicious. But somehow when we do it at home, we either overcook it, make it too hard, or let all the juice ge…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:4…
 
Fiduciary advisors Breanna Reish, CFP® and Mychal Eagleson, CFP® of An Exceptional Life Financial discuss the difference between investing and speculation in this May 6, 2021 403bwise Event. An Exceptional Life Financial 403bwise Events Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purp…
 
Damon and Matt discuss what age we are the happiest. It's easy to assume it's when we are kids with no worries, or college age with no real life stress yet. However, the age we are most content may surprise you. For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com…
 
This week's retirement reading is from Forbes, titled When Should You Retire?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/209. Show Notes: RetireWithPurpose.com/209 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weeken…
 
We are taking a look at another article from Michael Kitces' blog. "3 Types Of Retirement And Their Very Different Savings Strategies." With life expectancies growing, the idea of a Traditional Retirement and Early Retirement are becoming harder and harder to achieve. The model of growing up and going to school for 20 years, working for 40 years, a…
 
Is your current plan (or lack of plan) leaving you unknowingly and unnecessarily exposed? On this week's podcast we discuss a variety of topics that are sometimes unplanned for or under planned for that could leave your retirement exposed to far greater risk than you ever thought possible. Give us a call at (336) 291-3535 to schedule some time with…
 
What is tax planning and how can it benefit you? We talk about how tax planning fits into your overall financial plan and what kind of difference it can make long-term. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-4-what-is-tax-planning/ What we discuss on this episode: 1:53 - What is tax planning? …
 
There are areas of your financial life that might be in bad shape and you don’t even realize it. On this episode, we’ll identify five areas of planning that could result in disaster if you haven’t paid them any attention. Read more and get additional financial resources here: https://pffirm.com/2021/05/are-you-flirting-with-financial-disaster/ What…
 
Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092저자 Michael Stewart
 
On this episode, we answer some email questions we have received from our listeners. We discuss leaving an entire 401(k) to a child, concerns about inflation rates potentially rising, grading a stock broker's performance, and much more. Contact: If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/…
 
Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Richard will discuss why we should try to avoid emotional investing and the importance of keeping the course of a plan. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.…
 
There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Da…
 
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. Show Notes: Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375저자 Anthony Aulffo
 
With thousands of Baby Boomers retiring every year, we’ve worked with this generation quite a bit and have seen the concerns and worries that they have about retirement. Baby Boomers are looking at a retirement landscape that is quite different than their parents were facing. Many things have changed over the past decade or two and there are far mo…
 
America’s pastime has been enjoyed by people of all ages for many, many years, but how much have you thought about baseball from a retirement planning perspective? Today we’ll explore the parallels between being successful in sport and finances. Read more and get additional financial resources here: https://petersonfg.com/baseball-and-retirement-pl…
 
There are many scams out there that try to get you to send money, or sensitive information. The majority of these scams try and target elderly citizens. Steve and Sean discuss some of the scams they have seen first-hand and proactive steps you can take to protect yourself. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (…
 
When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement. Read more and get additional financial resources here: https://wp.me/paeqsR-cc What we discuss on this episode: 2:45 – Peace of mind 5:59 – Diversity of assets 7:15 – Confidence 9:…
 
It's another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/…
 
You work hard for 30+ years hoping to enjoy your retirement. But if you make some of the top retirement planning mistakes, your so-called golden years may not be so golden. Today's episode is about 5 major retirement planning mistakes you want to avoid. If you’d like to learn more, download my free Retirement Readiness Checklist at www.retirementwo…
 
Estate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care of (according to their wishes) when they pass away. One way to do this is through estate planning documents, and that’s exactly what Shane Perry discusses in this episode of Your Retirement Solution. Shane not only introduces t…
 
Retirement is about much more than finances. Money is important to mastering retirement, however, it isn’t everything. To have a successful retirement you must start with a strong financial plan and then begin to consider everything else. Over the next 4 episodes, we will discuss your non-financial plan. You must have a strong understanding of what…
 
Today I’m joined by Isaiah Douglass, MBA, CFP®. Isaiah is wildly knowledgeable (and passionate!) about Bitcoin. He’s also very optimistic about its future. I have more questions than answers, so I brought him on the show to share his perspective + challenge my thinking. I asked him questions such as: Why should we trust that 10-years of Bitcoin dat…
 
Lifelong learning is an essential element of a satisfying retirement. And lifelong learning is an increasingly vital part of a successful career, including a second career. Our special guest, Dr. Michelle Weise, explains how longer lifespans are changing the nature of careers and education, and why lifelong learning is important for individuals and…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about the shift from small-cap stocks to mega-cap ones, Robinhood and if they are really commission-free, and more. MarathonMoneyPlus.com…
 
In this episode of Retirement Unlimited, Randy dives into Nine Rules to Live By in the Retirement Update. Next, Randy reviews Lack of Income, Savings & Wealth in Tactical Asset Management. Lastly, Randy delves into Union Blocks California Plan for More Affordable Housing in News You Can Use. Enjoy!저자 Randy Barkley
 
John Mathers spent his career working in marketing, branding and design. At the age of 60 he retired and in the past four years, he has carved out what he deems to be a successful retirement for him. After a rebranding exercise opened the door to the problems faced by older people, John realised how much innovative design could help improve the liv…
 
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the …
 
Tune in as Brian talks through the 3 Principles that govern proper retirement planning. He also talks about what a fiduciary is and why it matters to you. And in the last segment, Brian discusses what the options for a plan are.저자 Brian and Clayton, Hosts of Retirement Radio
 
Building personal wealth can take a long time to do and making smart, financial choices can be difficult to carry out. On top of that, there are many products in the financial industry that can do more harm than good and can affect your personal wealth long term. Brent, Matthew, and Joshua discuss some potential wealth destroyers they have seen in …
 
Having your legal documents or beneficiary designations out of date can often lead to financial disaster. Thankfully, these are very easy items sort out with a financial advisor. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207저자 Steve Hoover
 
On this week’s episode of The Secure Retirement Podcast, April Schoen joins us to discuss the best ways to pay for health care in retirement. We detail the key considerations you need to remember when it comes to Medicare, and go over how to create your detailed plan for what is usually the number one concern for anyone approaching retirement. We h…
 
Loading …

빠른 참조 가이드

Google login Twitter login Classic login