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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. ...
 
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.
 
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 ...
 
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 ...
 
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 ...
 
Jeff Wendel is an Registered Financial Consultant who has a proven track record for delivering sophisticated financial solutions for his clients and teaching them how to navigate the world of personal finance. He believes in trust, honesty and treating his clients like family and wants to help you knock your retirement planning out of the ballpark. To get free access to The Benefits of Commercial Real Estate Without the Hassle of Ownership: An accredited Investor’s White Paper from the Wende ...
 
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 ...
 
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 ...
 
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 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 ...
 
Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment? Fahad Kamal, Chief Market Strategist at Kleinwort Hambros, dives into the world of wealth with brilliant speakers, discussing everything from responsible investment to tech, geopolitics to retirement planning. Subscribe to make sure you don't miss an episode.
 
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 ...
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
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 ...
 
If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
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.
 
Welcome to Talking About Retirement, where we aim to redefine retirement with your host, Damon Sugden, wealth adviser and master of financial planning at Capital Partners Private Wealth. Damon’s driving ambition is to meaningfully help people gain a sense of certainty about being able to live their best life. Talking About Retirement explores a wide range of retirement and lifestyle topics from a holistic perspective. In this series, Damon is joined by David Andrew and Barry LaValley for eac ...
 
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 ...
 
Did you know the biggest impediment to retiring on time is overpaying for college? Join us each episode as financial planner Bill Mullen breaks down critical college funding conversations to reveal how you can minimize this retirement barrier. You'll learn things like: - How much colleges think your family can afford - Whether or not you'll qualify for grants or scholarships - How much you can expect to pay out of pocket We'll help you identify the answers you need to get the most free money ...
 
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show series
 
This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it’s important that you establish a plan before taxes (potentially) go up in 2026. Also available on Spotify, Appl…
 
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375Di Anthony Aulffo
 
What misconceptions do you hold about retirement planning? To have an active retirement plan, you need to have the right financial advisor to manage your investment. It is important to settle down with an advisor you’re comfortable with, and that aligns with your philosophy. To debunk these misconceptions, you have to do your research and ask the r…
 
Interest rates are incredibly low... Although I'm sure you already aware of this, the challenge financial advisors face is where to invest cash. Leaving cash in a bank seems like a good choice, it's safe, but that's not going to keep pace with inflation. Some estimates put inflation at 5%-6%, which means for every $100,000 earning 0% interest will …
 
In this episode, Chad provides insight to an email submitted touching on a career change, proper planning, building savings, reviewing debt, and what it takes to plan a true portfolio in these current times. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planni…
 
Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a successful retirement. On this episode of the Dentist Money™ Show, Ryan and Matt list seven mistakes that prevent you from having enough at retirement. Your practice is thriving and the retirement road looks smooth—unless a …
 
In this episode Chris Hammond discusses: What his family's hike to Abrams Fall could teach you about investing in your portfolio. How vaccine mandates are another cause of unforeseen early retirement and what retirees should begin doing before retirement to fill up their new found time. An interesting look at Jason Zweig's book "Your Money And Your…
 
In this episode, Chad talks about the importance of utilizing the tools around you. Having a proper living trust and all your assets title properly. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com…
 
On September 13th, the House Ways & Means Committee released long anticipated draft legislation which could lead to major tax changes effective January 1, 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the key areas of interest so that you can plan ahead with your clients in the event these proposals becom…
 
This week's retirement reading is Forbes, titled What The New Outlook For Social Security Means For You. 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/238. Show Notes: RetireWithPurpose.com/238 Rate & Review the Podcast: RetireWithPurpose.com/review…
 
Today we are going to consider three red flags to watch out for in your retirement plan. There is a lot to keep track of when it comes to our finances so let's highlight three areas of importance. How often should we meet with our advisors? Is my retirement plan adaptable? We don't know what will happen in the future, but if we keep an eye out for …
 
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
We all want to get to the easy improvements, especially ones that can make a big impact. On today’s show, we talk about easy financial changes you can make to improve your situation. Have you done any of these already? Read more and get additional financial information: https://petersonfg.com/easy-financial-improvements-to-make/ Key Points: 1:01 - …
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you ca…
 
In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later. For more information on Acute W…
 
Have you asked questions about payment to that financial advisor you’re considering hiring? When it comes to hiring a new financial advisor, it is important to ask and understand how they’re getting paid. Whether they’re getting paid through commission or fees, they should disclose that information with ease. It’s always good to know the type of fe…
 
Today I'm sharing the hot off the press results of the annual "Mind the Gap" study. Once again, over the last 10 years, investors earned ~2% per year less than the funds they invested in. (Hint: It's not because of fees or taxes.) If you want to learn... Why this return gap exists What asset classes are most at risk And how you can improve your ret…
 
Damon Roberts sat down with BCS National Champion, All-American, NFL Rookie of the Year and 2x Pro Bowler Vince Young. They discuss trusting strangers with your money, which coach was the most influential and advice he gives young players. For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretir…
 
Today, I’m speaking with Richard Haiduck. Richard is a real-life retiree not just living out their dream, but helping so many others elevate their experience in retirement. He’s challenged the boundaries of his own retirement, using the freedom of the blank slate to prioritize what matters most to him. In his book, Shifting Gears, he speaks to 50 B…
 
Have you heard of the pickleball sport? It’s a sport that you might find interesting if you’re getting close to or are already in retirement. Pickleball with its low entry cost and easy accessibility into the community is the perfect sport for your retirement plan. The sport has many social and health benefits, which include weight loss, and is inc…
 
This week's retirement reading is from Of Dollars And Data, titled My Investing Nightmare. 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/236. Show Notes: RetireWithPurpose.com/236 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Ca…
 
Are you planning for the proposed capital gains tax changes that are potentially coming in 2022? These tax changes may not take effect until next year, but they will be retroactive and could impact your current holdings. In this episode, we’re exploring the proposed tax plan and changes under the Biden administration, who it affects, and how to kno…
 
CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Reina Schlager, CPA/PFS, takes you through a summary of her 6-part series so that you can protect your clients financially and ensure a smooth transition of care. She covers: Does an 18-year-old need a durable POA? Client experience…
 
We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for…
 
As your children go off to college, trade school, or work and leave your home, what do you need to know about empty nest syndrome? What are some major financial issues you might face in this time of life? Today, we discuss the kind of financial decisions you may make in this next stage of life. Read more and get additional financial information: ht…
 
What has been your favorite episode? Find out if it was one of our top downloaded podcasts. In our first 299 shows, we’ve covered investing, debt, spending, taxes, and more. On this episode, Ryan and Matt look back at listener favorites and discuss why the topics of those top five shows still resonate with dentists.…
 
There are things we want and things we need. When you get to retirement, is it time to focus less on the things you want and more on the things you need? Matt details how you can continue to live the life you are accustomed to without cutting back in retirement. Plus, with the return of football how do you tailgate? Are you a park and walk in to th…
 
You may not be going through the situation of losing a spouse, but it is always wise to stay prepared. We understand how the situation can be and that is why we have prepared this episode as a resource for you when that time arrives. In this episode of the Secure Your Retirement podcast, we talk about the different things you should think about whe…
 
Today I’m talking about Required Minimum Distributions (RMDs). Specifically, I'm sharing: How RMD withdrawal rates can creep up to 12% Why they can cause you to overpay the IRS How to use an RMD-based approach to create retirement income When RMDs can put you at risk of over withdrawing What you can do to reduce your RMD tax bill If you want to get…
 
Just in time for the return of football, Matt Deaton had the chance to talk with NFL legend Michael Irvin. They discuss getting motivated, advice for rookies and how trust plays a major factor in both sports and finance. For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com…
 
Have you considered real estate as one of the ways to build wealth as part of your retirement plan? Real estate can be a huge return on investment when you take the time to understand the market and learn from other investors’ mistakes. Research is showing that the current unique state of the economy is proving to be a very conducive time to invest…
 
This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make your own plan. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career. Finally,…
 
This week's retirement reading is from Kitces, titled Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization. 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/235. Show Notes: RetireWithPurpose.com/235 Rate & Review the Podcast: RetireWit…
 
You have a variety of opportunities to consider when planning for retirement. What if someone were to ask you to pick between guaranteed income or annuities? Which would you choose? In a psychological study conducted by Morning Star, surveyors asked participants a series of questions to understand the impact that psychology and perception has on th…
 
It’s anyone’s guess what will happen with tax laws given all the proposals floating around. If you have clients concerned about losing the estate exclusion available to them today yet they are reluctant to transfer assets outright to children and grandchildren, the spousal lifetime access trust (SLAT) may be the perfect strategy. Tune in as estate …
 
Every retiree will be facing a new set of challenges that their parents didn’t have to deal with, and that’s absolutely true today. The world is a much different place than it was 20-30 years ago when mom and dad walked away from their paycheck. Let’s look at the biggest adjustments that have to be made in planning and share how we’re helping peopl…
 
We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree? Read more and get more financial information at: https://petersonfg.com/is-that-your-final-answer-retirement-quiz/ Key Points: 0:46 - Let’s play a multiple-choice game! 1:02 - What scares the average person the most about retirement? 2:26…
 
What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of. Read more and get additional financial resources here: https://wp.me/paeqsR-dc What we discuss on this episode: 0:40 - What are Sean’s Labor Day pla…
 
In this episode, Chad talks about how to capitalize on your 401K while discussing the facts and benefits of a true Roth IRA. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com…
 
People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would connect with potential patients? On this episode of the Dentist Money™ Show, Ryan welcomes Joshua Scott whose agency, Studio 8E8, helps practices stand out using story-first marketing. Hear how to add energy to your marketing effo…
 
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