Retirement Planning 공개
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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.
 
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. ...
 
If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with other info you need to know as you approach retirement, ...
 
Terry Martine answers your retirement planning questions for members of the Florida Retirement System. There are other "financial" podcasts, but only one that focuses on the specific needs of members in the FRS system. Curious about what your retirement will look like? Should you enter DROP? Considering the Investment Plan? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial plan. Give us a listen. We're here to ans ...
 
Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
 
Welcome to the Mind Over Money Radio: Retirement Planning Facts vs. Feelings Podcast with Adam Rosendahl. Adam is the President of AIM Retirement Planning in Phoenix, Arizona. On this show, Adam will seek to educate you on topics like income and tax planning, long term care and estate planning, and many other important financial and retirement issues. Contact Adam at www.aimretirementplanning.com or by calling 480-535-2303.
 
Whether one is just starting out or well into your working years, retirement planning is something we all have to deal with. Each month we invite top experts to help you understand the complex world of retirement planning.A Tiso Blackstar Group Production.Keywords: money, opportunity, business plan, business ideas, business news, income, financial news, future thinking, pension
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, ...
 
Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
 
Retirement talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
 
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.
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
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.
 
Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
 
Whether an entrepreneur or employee, we can all learn from the inspiring stories of other women who've gone before us. Our guests motivate listeners through their stories of success and learning despite fear. They have faced their fears, acted with courage, and their braveness rewarded. Need help making more money? Or investing it? Or saving for retirement? Or getting out of debt? Or do you want to learn how to set up a second income stream, your own business on the side? Or maybe just learn ...
 
Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.
 
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show series
 
Remember the days when gas was under $1.00 a gallon? The world continues to get more expensive, this we know. But how do we plan our retirement for future prices we are unaware of? Mark & Victor work through this question and then move into the “potholes” of retirement. How can we navigate around these potholes and gain confidence? Then, the show e…
 
If you’ve wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNeill, CPA/PFS, shares how she engages with her clients as their lives evolve. She discusses the following ideas: Invite clients to regularly reach out versus waiting for a set meeting Encourage them to…
 
Have you ever stopped and taken the time to think about what you want life to look like after your career is over? Many of us get too busy with life to think that far ahead and truly envision what we want tour futures to look like, but it’s an important thing to do. The reason this came up now is because we saw a recent survey that asked people how…
 
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…
 
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…
 
In this episode Terry Martine sits down with Rick Martens of Inland Capital and discuss what an opportunity zone is and how it is used for investors. According to the IRS, "A Qualified Opportunity Zone (QOZ) is an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. Local…
 
In the past, inflation has impacted the economy on many occasions, but more specifically, after a major crisis. As we begin to see our world opening back up after the global pandemic of 2020, we’re already seeing impacts of inflation on everyday items and raw materials. In this episode, we’re discussing the things you should worry about, the things…
 
Do you know the difference between crisis and opportunity? This may sound like a CRAZY question, but sometimes there is a fine line between these two seemingly polar opposites. This week we explore some very interesting opportunities to turn lemons into lemonade. If you'd like to talk with Glenn about your retirement simply give us a call at (336) …
 
On today’s episode of the Retirement Ready podcast, we check in to see how ready you really are. What sorts of things are you overlooking, and where do you need to stay better focused? Know all you need for retirement? Take this little quiz to see where you stand when it comes to retirement readiness. Read more and get additional financial resource…
 
People often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why. Read more and get additional financial resources here: https://makeretirementwork.com/1350/ep-25-do-you-really-need-life-insurance/ What we discuss on this episode: 1:50 – Dirty word 3:33 – Do you need it? 4:48 – How much? 7:50 – …
 
Back by popular demand, we are answering mailbag questions that have come into the show. A few topics of discussion include how much to save in an emergency fund, what to do with your 401(k) money after you retire, and rebuiliding your finances after a divorce. Contact: https://www.armstrongpurselley.com/ 817-952-7260…
 
She’s known as “The HIPAA Chick” on social media and is an expert at all things HIPAA. On this episode of the Dentist Money™ Show, Ryan interviews Danielle Mckinley of PCI HIPAA. Many dentists think protecting patient information is easy, but they aren’t considering cyber threats, the potential for human error, or the complexity of having vendors w…
 
If you’ve been listening to the last few episodes, you now know a thing or two about investing. The next piece of the puzzle involves avoiding the biggest mistakes people make when investing. Today I’m going to tell you the three BIGGEST mistakes I’ve seen most people make when investing, whether they have a little invested, or a lot!…
 
Want to learn how to lower your tax bill, optimize investments, and improve retirement success? Click to get your FREE Retirement Assessment ================================= Today I'm sharing my current thoughts on bitcoin. A special guest also drops by to share his point of view, including why bitcoin should NOT be used as a store of value. If yo…
 
Today's episode is an intro to the self-directed IRA. Did you know you can buy cryptocurrencies within an IRA and get tax-free gains on the growth? Or other alternative investments, like cattle, race horses or precious metals. Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need to self-di…
 
This week Victor & Mark discuss building a financial home to get you through retirement. Victor knows a lot about building/restoring homes as he worked to restore his own home built in 1878! Also in this week’s episode is a walkthrough of “5 Things Your Kids Don’t Want,” & the practice of decluttering. Leave a review and give a 5-star rating on the…
 
Are you doing your research and planning on how to retire early? If you’ve been playing around with the ideal, it’s important to review the potential strategies available to actually find a way to approach early retirement! In this episode, we’re discussing how to develop a written income plan, the approach we take with our clients to retiring earl…
 
With tax increases and estate exemption decreases on the horizon, Bob Keebler walks you through several ways that Roth conversions may be beneficial sooner rather than later in this episode of the PFP Section podcast. Some ideas shared include: The advantages of Roth IRAs for those who will owe estate tax What to think about for clients with lesser…
 
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…
 
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…
 
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…
 
The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety, investment options, tax implica…
 
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
 
Some decisions you make are hard to go back to change, and some you can’t change at all. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-28-retirement-decisions-that-cant-be-…
 
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/…
 
James Altucher is an outspoken opponent of buying a home. He wrote a very popular blog post about why here. In today's episode, I cover a couple reasons why this advice is extremely irresponsible. If you follow it, you could be missing out on the easiest money you've ever made. According to the Federal Reserve Bulletin that came out in late 2020, t…
 
What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to th…
 
With so many options available, how do you choose your investments? There is a decision tree that all investors go through, some of them subconsciously, that helps them to choose which fund they need to invest in. Over the last few episodes we’ve looked at how you invest, and in today’s episode (taking into account the foundations of investing) we’…
 
Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.저자 Angela Robinson
 
Guest: Bob Keebler, CPA/PFS On Wednesday, April 28th, President Biden gave his first congressional address. As part of his plan for the nation, he proposed a long term capital gain rate of 39.6% for households with income over 1 million, restoration of the top marginal tax rate of 39.6% for those earning over $400,000, and elimination of the step u…
 
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…
 
Victor & Mark begin the show talking about how are current political environment could impact your retirement. U.S. debt, low interest rates, household goods prices rising, & a change in taxes are just a couple things that could affect your finances and retirement plan. The marginal gains theory, you might have heard of it, is concerned with small …
 
Guest: Bob Keebler, CPA/PFS In preparation for a potential cap on itemized deductions and restoration of the pease limitation for those with taxable income above $400,000, Bob Keebler covers what to be considering for 2021 planning with clients, including: Client scenarios that will make timing ramifications significant The cap on retirement benefi…
 
Do you have a pension? Do you wish you had one? This week we discuss a variety of questions that come up when thinking about pensions and the decisions that need to be made regarding pensions. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on …
 
Your investments into retirement are a valuable and irreplaceable commodity that will impact the rest of your life—do you know the person you’re leaving that responsibility with? Understanding which financial advisor is right for you is one thing that most investors don’t realize they need to do. If your financial advisor isn’t getting to know you …
 
It’s never too early to begin planning for your retirement, but that doesn’t mean there’s a long list of items to worry about early in your career. Even without the complexities that come closer to retirement, there are some things you can be reviewing and key decisions to be made. On this episode of My Smart Retirement, Nancy Fleming will share so…
 
Which of these financial opinions are really worth paying attention to? Eric shares ways to reframe and better understand these financial opinions and how they work in your financial plan. Read more and get additional financial resources here: https://petersonfg.com/unpopular-financial-opinions/ What we discuss on this episode: 2:23 - What is the a…
 
I've had a couple questions about who I am, what I do, and what qualifies me to give financial advice. Well, the first thing you should all know is that I'm NOT qualified to give you advice and nothing in this podcast should be considered financial, legal, investment, or tax advice. BUT, I am a semi-legit entrepreneur and I do understand the challe…
 
On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion on how to keep all of your practice ownership pieces lined up. From preparing for unforeseen physical emergencies to making sure your staff knows how money flows through your practice to why you need mentors who are within …
 
Ready to invest, but confused by industry jargon? Translated into HumanSpeak you will be able to understand the different types of investments or assets. This week I’m going to teach you the type of assets you can invest in when you invest in funds, as well as give you some generalised guidelines for the average person as to how much money you shou…
 
Today I’m joined by special guest, Lazetta Braxton, MBA, CFP®. It’s almost impossible to miss Lazetta these days! She’s been seen on NBC Nightly News, CNBC’s Closing Bell, and she’s a regular contributor to the Wall Street Journal Financial Experts blog. Lazetta also co-wrote a new book titled “How I Invest My Money” which was illustrated by friend…
 
This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for retirement. Victor is a Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNER so his companies work together, to give you …
 
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