... 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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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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The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement
Josh Jalinski
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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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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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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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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Introduction to Chapter Four of Bill's newest book, Stewarding Your Retirement
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9:11Bill introduces Chapter Four of his newest book, "Stewarding Your Retirement": Biblical Stewardship and Eternal Wealth저자 saferetirementmoneyguy
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The 5 Financial Conversations Every Couple Should Have Before Retirement
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25:04There are 5 conversations every couple should have before they retire. Retirement isn’t just a financial transition; it’s a lifestyle change that affects every aspect of your life—especially for couples. Today, we’re diving into the five financial conversations every couple needs to have before retiring to make sure you’re on the same page and set …
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How to create a hedge against inflation in your retirement by having additional guaranteed income you can start at any time
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15:00In this week's episode, we'll explore what you can do to create a hedge against inflation in retirement by having additional income you can start at any time. What can you do now to guarantee additional income in the future to offset additional expenses? How do these lifetime income annuity plans work long-term? Isn't it time to get answers to the …
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Ep 50 - The Tariff Debate: Will Trump’s Plan Help or Hurt?
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34:03Are tariffs the key to reviving American industry or just another tax in disguise? Josh dives into Trump’s latest proposed tariffs, weighing their impact on the economy, inflation, and everyday Americans. With off-the-cuff analysis, he explores whether protectionist policies can truly boost U.S. businesses or if free trade is still king. Along the …
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Great question and it's good that you're asking. Retirement is not a one and done thing. It takes planning and a vision for what you want your retirement to look like. Dollars and Sense can help you get there.저자 Doug Horne
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Chapter Three Introduction: Bill's new book, Stewarding Your Retirement
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9:48Bill introduces Chapter Three of his newest book, Stewarding Your Retirement: The Truth About Financial Stewardship on Wall Street저자 saferetirementmoneyguy
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Money, Purpose, and the Legacy You Leave Behind w/ George Cisneros
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31:42Is your financial plan working for you, or are you just chasing returns? Josh sits down with financial advisor George Cisneros to break down a different approach—one built on stewardship, multi-generational synergy, and maximizing the velocity of money. He shares his journey from growing up in a Wall Street-area restaurant family to becoming a fina…
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Introduction to Chapter Two of Bill's new book, "Stewarding Your Retirement"
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11:28Bill introduces and discusses Chapter Two, "Wall Street-A house Divided By Risk", in his new book, "Stewarding Your Retirement".저자 saferetirementmoneyguy
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Episode 462: The Media is breathlessly reporting terrifying news about tariffs, executive orders, DeepSeek and anything else that can be detrimental to the stock market. But you know what? The Dow Jones Industrial average is up over 5% year to date. And better than that, performance is expanding beyond the dozen stocks that had been driving the ral…
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A look at every major market crash in the last century and how they compare to today's situation
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14:59In this week's episode, we'll discuss what the leadup to all the major market crashes of the last 100 years was like. How much was lost in these crashes? Is our current situation similar to what happened before these 6 other major crashes? What can you do to protect yourself from the next one? Isn't it time to get answers to the tough retirement qu…
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Summary of Chapter One of Bill's new book, "Stewarding Your Retirement"
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10:17Bill gives a summary of Chapter One of his new book, "Stewarding Your Retirement"저자 saferetirementmoneyguy
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How do you turn your retirement savings into a steady paycheck? Josh guides us through the shift from building wealth to making it last. From dynamic withdrawal strategies to tax-smart income planning, he lays out how inflation, healthcare costs, and market volatility can impact your financial future—and what you can do to stay protected. Then in '…
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It's a scary question, but it must be asked. And you might be surprised that how much you have saved for retirement, CAN give you what you need and what you want. You've got to start with a conversation. Today, is a great day to do that.저자 Doug Horne
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FROM THE ARCHIVES: Ed Slott Breaks Down the Roth IRA Loophole Billionaires Use
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55:32Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as …
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Interpreting results from a recent study of owners of lifetime guartanteed income annuities and how it relates to your retirement
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14:52In this week's episode, we'll explore the results of a recent survey of guaranteed lifetime income annuity owners. Are these retirees feeling safer in their retirement? Are they less stressed? Could one of these plans help you enjoy your retirement more? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fi…
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Today, we're addressing a topic that’s in headlines quite often: What happens if Social Security becomes insolvent? Is it really going away in 2034? Should you worry about your benefits? …and what you can do to prepare. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
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Ep 48 - Could an Annuity Be Your Retirement Game-Changer?
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54:50Annuities—love them or hate them, they’re everywhere in retirement planning. Josh breaks down exactly what annuities are, how they work, and whether they actually make sense for your financial future. From fixed to variable to indexed annuities, he covers the different types, how insurance companies use them, and the key factors to watch out for—li…
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Episode 461: Some of the kneejerk reaction to DeepSeek has already subsided but I want to make the point that advances in disruptive technology is ALWAYS a good thing and shouldn’t come as a surprise. If DeepSeek is as good as they say, then it will dramatically increase the adoption of AI and strain the electrical grid faster than anticipated. Jus…
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It used to be a trip through the Yellow Pages. Remember the phrase, "let your fingers do the walking"? This is much easier. After you've listened to the podcast, take a moment and call for the free Dollars and Sense booklet. Then, get the conversation with Doug started. Congrats, you're already done something great in the new year!…
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How Politics and the Economy Collide—And What It Means for You w/ Charles Wheelan (Naked Economics)
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1:11:34What happens when politics and economics collide? Josh sits down with Charles Wheelan, economist, Dartmouth professor, and author of the best-selling Naked Economics series, to explore the financial and political forces shaping our world. From ranked choice voting to the realities of inflation, global risks, and government spending, Charles breaks …
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Episode 460: In this episode I discuss over 50 stocks that I own and believe will benefit from the convergence of the secular trend of technology merging with manufacturing. We’re in a USA manufacturing renaissance. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…
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Modern way to protect from Long Term Care needs January 2025
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11:07저자 saferetirementmoneyguy
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Is the 4% rule still a wise plan for income in retirement and what could be a better plan
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15:00In this week's episode, we'll discuss some recent research on the 4% rule in retirement and what you can do to ensure better results in your retirement. What will you do if you follow the 4% rule and still run out of money before you run out of life? What if you could get substantially more than 4% and never outlive it? Isn't it time to get answers…
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How to be ready for what 2025 could bring according to 5 top investment firm analysts
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15:00In this week's episode, we'll explore what 5 top investment firm analysts say is the outlook for 2025 and what it will mean for you. Will there be a bear market in 2025? How much risk are you willing to take? What are the current market indicators saying? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial F…
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Ep 47 - How to Avoid Costly Tax Errors and Maximize Deductions
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25:48How can small business owners make the most of their tax deductions? Josh continues with his small business tax series, focusing on the crucial topic of deductions and the mistakes entrepreneurs need to avoid. From home office write-offs to maximizing tax credits, he unpacks strategies to help reduce taxable income while staying compliant. Josh als…
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Beating the IRS at Their Own Game w/ Dan Pilla (Pilla Tax)
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59:27What’s your best defense against the IRS? Josh brings back renowned tax litigation expert Dan Pilla to uncover strategies for navigating today’s complex tax landscape. As the head of Pilla Tax and author of 14 books on tax-related issues, Dan shares his decades of experience fighting and winning cases against the IRS. Together, they dive into expir…
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Obviously you want to put a healthy sum away for your retirement years. There isn't a number, because we all have individual financial needs. Today, this podcast will help get you on track and thinking about your retirement. Follow it up with a call to Doug and you've taken the most important steps. Emjoy.…
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You’ve been scrolling social media, chatting with friends, or attending reunions, and it feels like everyone is posting about their retirement parties, exotic vacations, and new hobbies. Meanwhile, you’re still setting the alarm for work every morning. Why does it feel like everyone’s ahead of you—and what should you do about it?" That’s what we’re…
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Ep 46 - Structuring Your Small Business to Save on Taxes
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34:19How should small business owners navigate the maze of taxes? It's tax prep month on The Financial Quarterback Podcast, and Josh begins by laying out the groundwork for small business tax management. From picking the right structure—LLC or S Corp—to the critical role of keeping accurate records, he unpacks what entrepreneurs need to know before dedu…
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Okay, number one. Thanks for checking out this podcast. This is a big first step in planning for your retirement. Then, it's a quick phone call and a great conversation with Doug. Go ahead, take a listen and get your retirement plans rolling.저자 Doug Horne
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The Most Overlooked Tax Breaks for Small Businesses w/ Mark Kohler
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52:51What’s the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board me…
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Hi Folks, Bill Duggan here wishing you a happy, healthy and prosperous 2025!
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8:48Hi Folks, Bill Duggan here wishing you a happy, healthy and prosperous 2025!저자 saferetirementmoneyguy
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The 4 potential outcomes in retirement (you WILL be in one of these)
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14:44In this week's episode, we'll discuss the 4 possible outcomes in retirement and how you can influence where you wind up. Will you retire because you have to or because you want to? Will you have to work after retirement? Is there something you are passionate about that you can do after you retire? What plans need to be put in place to help you achi…
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Ep 45 - Surviving Inflation and Competition as a Small Business Owner
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42:19What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for …
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Some things in life you just have to stop what you're doing and start planning for retirement. Hopefully this episode will get you in motion to drive a retirement that perfectly fits you. This is how you do that. PS, it's a new year, and it's okay to grab that gym membership, but think how much better your year would be if you talked to Doug.…
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How Popular Gurus Are Failing Investors w/ David McKnight
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1:04:06What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strateg…
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Tom Hegna interview discussing why it's vital to make a plan for long-term care and the difference between needs and wants in retirement
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15:00In this week's episode, we'll discuss why it's so important to make a plan for long-term care with multi-bestselling author Tom Hegna. What if you have medical issues and cannot get approved for a traditional LTC plan? What is the difference between what you need and what you want your income to do in retirement? Isn't it time to get answers to the…
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