Retirement Planning 공개
[search 0]

Download the App!

show episodes
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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. Through Retirement Planning education, resources, an ...
 
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a financial planner specializing in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work ...
 
New Episodes are Released Bi-weekly on Tuesdays! Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners about how to build your retirement and better manage your family’s wealth while protecting it from financial exploitation, stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred bant ...
 
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 ...
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
 
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
 
Listener Q&A where Andy talks about: The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plans When Roth 401(k) conversions can be accessed without tax or penalty Whether certain mutual fund sales and purchases will constitute a wash sale Whether it’s better to purchase 10-year US Treasury notes sooner or later if yo…
 
Today we conclude our three-part series on money, learning to sift through bad news, and living with virtues. There seems to be literally bad news everywhere you look, and we can’t seem to get away from it. In our last episode, we left off by talking about trading algorithms and how they work. Today we will dive a little deeper into how headlines i…
 
In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion. Questions answered: How can I effectively implement Roth Conversions? What are the biggest benefits of a Donor-Advised Fund? What is th…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor shares how women can prepare themselves for their retirement, despite the obstacles they…
 
Charitable planned giving supports many communities directly. Giving locally means a donation can be made to a specific interest that’s important to a donor or that has touched their lives. In this episode, Lesley Heighway, President & CEO of Peterborough Regional Health Centre Foundation, joins us to share all the ways that donating to a community…
 
Explanation of the basic structure of the U.S. Federal income tax system Links in this episode: YouTube video - Overview of Federal Income Taxation YouTube video - Estimated Taxes, Tax Withholdings and Underpayment Penalties Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insig…
 
In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need. Questions answered: How much of an emergency fund do you need? What are the most important things to consider when thinking about retirement planning? What is the best strategy to retire early? Ari Taublieb, MBA is the Vice President of Root Financial …
 
Most Americans are getting failing grades in retirement financial literacy. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of your dreams! Finally, they’ll wrap things up with a “…
 
Andy discusses what he's thankful for with regards to his career in retirement planning, and more broadly about retirement planning in general Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights저자 Andy Panko
 
In this episode, we continue our conversation around negative news and headlines. We break down actual news headlines over the past several years, discuss how they could have impacted investors, and address just how devastating they've sounded on the surface. But, like always, you need context! As we dive deeper, you may be wondering why there seem…
 
In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio. Questions answered: How can I make sure my investments are allocated for my goals? What are the most important things to consider when building a portfolio? What is the best strategy to retire early? Ari Taublieb, MBA is the Vice Pre…
 
The retirement age has gone up by two years since just last year! Victor discusses the current economy’s impact on the average retirement age and how much money you really need to retire. Then, Mark and Victor go through the four pillars of retirement that Victor’s companies focus on: Income, Investments, Taxes & Estate Planning. How did he come up…
 
Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years. As CEO of Wealth Insurance, he and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. He is also building a natio…
 
In today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so. Retirement mistakes to avoid Retiring at the wrong time Not spending MORE (not a typo) Not having a strategy Supporting adult children Focusing on one risk Ari Taublieb, MBA is the Vice President of Root Financial …
 
You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to ensure the Big Bad Wolf doesn’t blow your house down. The number one fear amongst retirees is outliving their money. Victor shares some of the concerns his clients share with him about making their money last as long as they …
 
Listener Q&A where Andy talks about: How the Social Security "Earnings Test" and "Family Maximum" are applied Whether RMDs can be delayed from a Solo 401(k) if still working How Social Security Survivor Benefits work If you can still contribute to a 401(k) if you're still working beyond RMD age What Tax Gain Harvesting is and how to use it Links in…
 
Today we are kicking off a new series discussing money, sifting through bad news, and living with values and virtues. There seems to be literally bad news everywhere you look, and we can’t seem to get away from it. Regular exposure to this type of negative media is programming us to feel like the world is broken. But is it? Stick with us as we brea…
 
In today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about). Questions answered: What do I need to know to retire before age 65? What is the optimal portfolio in retirement? How can I think about an early ret…
 
Victor and Mark kick the show off by discussing whether or not we are in a recession. Listen to hear Victor’s take on the topic. Today, IRAs, 401k’s, etc. are the new nest egg. Tune in to hear the guys dive into the IRA/401k world, & discuss how pensions have been phasing out. What’s on your year-end checklist? Listen to Victor’s perspective on wha…
 
Donor-Advised Funds help philanthropists and their families fund their preferred charities however and whenever they want with the help of their advisors. Canada Gives offers the same choices and privileges as a private foundation but with lower costs. In this episode, Denise Castonguay, CEO and Founder of Canada Gives, will be joining the show to …
 
Part 2 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from October 2020) Links in this episode: 2023 Medicare Parts A & B premiums and deductibles, as well as Medicare surcharge (aka "IRMAA") income levels and surcharge amounts - here 2023 Medicare Part D catastroph…
 
In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free. Questions answered: How can I implement a Roth Conversion? What is the best strategy to determine if a Roth C…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor and Mark will go on to discuss the differences between today’s retirees and their grandparent’s retirement. Have questions? They’ve got answers! Victor and Mark will wrap things up wit…
 
Part 1 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from October 2020) Links in this episode: 2023 Medicare Parts A & B premiums and deductibles, as well as Medicare surcharge (aka "IRMAA") income levels and surcharge amounts - here 2023 Medicare Part D catastroph…
 
Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to ascribe value when working with a financial professional. You should absolutely demand the best! In this episode, we explain why a "good" planner can charge what they charge. If they are good and genuinely taking a holistic approach, then…
 
In today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan! Questions answered: Do I need to pay off my mortgage before I retire? What is the optimal portfolio in retirement? How can I maximize income in retirement? Ari Taublieb, …
 
This week on Make It Last, Victor and Mark will be discussing how inflation has increased Social Security payouts. They’ll tell you everything you need to know that comes along with it — the good, the bad, and the ugly! Victor will also explain why it’s important to over-plan for an inflationary economy, and why it’s essential for a good retirement…
 
Planned giving allows individuals to gift large sums to charitable organizations, in life or at the time of passing, as part of the donor’s financial and/or estate planning. Gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. So, what do you need to…
 
Summary of Social Security Cost of Living Adjustments (or "COLAs") and whether the recently announced 2023 COLA of 8.7% will apply to you (spoiler alert...it doesn't apply to everyone!) Links in this episode: Monthly Consumer Price Index ("CPI") values from the Bureau of Labor Statistics - here YouTube video - Calculating Your Social Security Prima…
 
How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more! Questions answered: How can you best use a Roth IRA to create tax-free income throughout retirement? How can a 401(k) best be withdrawn to minimize taxes? When does it make sense to use a brokerage account to withdraw funds for tax-free in…
 
Most Americans are getting a failing grade in financial literacy and are unfamiliar with terms & concepts surrounding retirement. This week, Victor and Mark share the top topics people are struggling with so you can be the top student. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor share…
 
Listener Q&A where Andy answers questions about: How the IRS knows if you satisfy RMDs on an inherited account if you move the account between custodians during the year The deductibility of long-term care expenses as medical expenses Taxation of selling Restricted Stock Units (“RSUs”) Medicare premium surcharges while your Medicare benefits are su…
 
Today we are continuing our conversation around working with a financial professional and what you need to know before you engage in their services. We break down what good attorneys really charge and how they are able to charge; such as hourly, by the job, or on a percentage basis. Financial Planners and/or their firms do not have a compensation m…
 
S&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio. *Microphone issue! I apologize for the microphone issues as an issue came up during recording. Questions answered: How can I use the S&P 500 to supplement my portfolio? How shou…
 
You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Then, he and Mark go on to discuss the insurance world and how it can benefit retirees. Finally, they’ll wrap things up by taking a trip in the time machine. What does …
 
Anxiety around retirement is completely normal. You may feel concerned about how you will fill your time, financial worries or even feeling a loss of your identity. Retirement readiness is less about money and more about mindset. So, how can we shift our mindsets to feel more prepared for retirement? Tammy Vigue, Retirement Coach, will join the sho…
 
On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: mars…
 
Part 2 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgages Links in this episode: Replay of the original video with Josh - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
In today's episode, you will learn the secret no one tells you about creating financial freedom. Questions answered: How can I live today without sacrificing my future? How can an early retirement help me maximize my income over time? How can extra work in retirement, for less pay, impact my overall retirement plan? Ari Taublieb, MBA is a Fiduciary…
 
What’s going on with inflation, interest rates, and the markets? Listen to this week’s episode of Make It Last to get the latest updates on todays economy. Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy. They’ll also be talking about the old …
 
Part 1 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgage Links in this episode: Replay of the original video with Josh - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
This three-part series discusses what you need to understand when you engage with a financial advisor and the options you have for paying for their "advice." A reporter recently asked why he can't pay an hourly fee for a good financial advisor to tell him what to do. In this episode, we discuss if this type of arrangement exists and why financial f…
 
In today's episode, you will learn how to know when you should stop working. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like …
 
Rather than trying to predict the future, wouldn’t it be great if there was a way to draw information about expected returns from the market itself? Luckily there is. Through scientific and evidence-based investing, you can take a less subjective and more systematic approach to investing. In this episode, Christian Newton, Vice President of Dimensi…
 
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedw…
 
Loading …

빠른 참조 가이드

Google login Twitter login Classic login