I migliori Retirement Planning podcast (2025)

1
Root's New Community Is Coming! (EXCITING UPDATE) 15:49

5h ago15:49

15:49

Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make retirement fulfilling—connection, trave…

1
Ep #126: The Art of Retirement: Balancing Money, Health and Happiness with Dr. Michael Finke 36:41

10h ago36:41

36:41

Joe sits down with Michael Finke, PhD, from the American College of Financial Services, to explore how retirees can shift their mindset from saving to spending and embrace a fulfilling retirement. They discuss the importance of guaranteed income, social connections, and maintaining health as key pillars of retirement happiness. Michael shares actio…

1
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist 32:39

14h ago32:39

32:39

Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning checklist, which includes financial, insurance and lifestyle considerations. Links in this episode: Mike's blog post about the retirement planning checklist - here George Kinder's life planning three que…

1
6 Critical LLC Formation Mistakes That Could Destroy Your Business | Repair The Roof Podcast 10:02

2d ago10:02

10:02

In this conversation, Ted Gudorf shares critical insights on forming a limited liability company (LLC) and highlights common mistakes entrepreneurs make during the process. He emphasizes the importance of selecting the right state for registration, the implications of management structure, and the necessity of a comprehensive operating agreement. B…

1
How Much Should I Be Saving To Retire Early? 15:30

3d ago15:30

15:30

Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and investment strategies. By utilizing tools like the time value of money calculator, you can explore different scenarios to assess how to optimize your financial plan for retirement. • The importance of the …

1
Ep #125: Retirement Starts Today: Have a Purposeful and No-Regrets Life with Benjamin Brandt, CFP 24:06

7d ago24:06

24:06

Joe interviews Benjamin Brandt, CFP, the retirement expert behind Retirement Starts Today. Together they explore the non-financial aspects of retirement planning. Topics range from shifting from a scarcity to an abundance mindset, retiring to something rather than from something, and embracing creativity to design a fulfilling post-career life. Key…

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#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE! 57:18

8d ago57:18

57:18

Listener Q&A where Andy talks about: What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label they choose to use ( 10:24 ) My thoughts on the recently repealed Windfall Elimination Provision ("WEP") and Government Pension Offset ("GPO") parts of Social Security ( 20:35 ) A follow up to a previousl…

1
A Complete Guide To Long-Term Care 15:05

10d ago15:05

15:05

Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…

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How to Leave More Than Money: Legacy Planning with Stan Miller | Repair The Roof Podcast 37:57

14d ago37:57

37:57

"I think that the act of thinking about how to make the world a better place is transformative in the lives of humans." Join our host Attorney Ted Gudorf as he unlocks the secrets to impactful legacy planning with Stan Miller, a celebrated estate planning attorney and author. Stan takes us through his remarkable journey from the inception of his ca…

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Ep #124: Understanding RRIFs: Strategies to Save on Taxes and Boost Income 16:20

14d ago16:20

16:20

Joe answers the most common questions about Registered Retirement Income Funds (RRIFs) to demystify how they work and their role in retirement planning. He explains the differences between RRSPs and RRIFs, minimum withdrawal rules, tax implications, beneficiary designations, and strategies to minimize taxes while maximizing retirement income. With …

1
#134 – Retirement planning chat with a "real" person, Brian Alexander 1:01:05

15d ago1:01:05

1:01:05

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Brian Alexander. They talk about a wide array of retirement planning topics such as investing, Social Security, when they got serious about retirement planning, funding potential long term care needs and more! Links in this episode: …

1
You Don't Need A Tax Preparer. You Need A Tax Planner. 15:42

17d ago15:42

15:42

This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to…

1
Behind The Scenes At Root: A Deep Dive Into Our Business 23:19

21d ago23:19

23:19

We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally. • Discussing…

1
How Many Investment Firms Should I Split My Money Between? 21:31

21d ago21:31

21:31

This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration. • Discussing the importance of und…

1
Here's How To Live A Retirement Without Anxiety 22:13

21d ago22:13

22:13

Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore the fears surrounding financial security, the mental impacts of excessive frugality, and the regret people feel for not experiencing life fully as they transition into retirement. • Understanding fears…

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Ep #123: Maximize Your RRIF: Tax-Smart Withdrawal Strategies for Retirees 13:51

21d ago13:51

13:51

Joe gives advanced strategies to optimize your Registered Retirement Income Fund (RRIF) withdrawals, focusing on minimizing taxes, avoiding OAS claw backs, and aligning withdrawals with your broader retirement income plan. Discover actionable tips on pension income splitting, using TFSAs to shelter withdrawals, and making early or strategic withdra…

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#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning 1:09:13

22d ago1:09:13

1:09:13

Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers ofte…

1
7 Steps To Check Off Before Retiring Early 16:29

24d ago16:29

16:29

Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations. • Evaluating how much money you truly need for retirement • Contem…

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Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals 12:45

24d ago12:45

12:45

Joe and Regan examine the essentials of long-term care planning in retirement. They emphasize the importance of proactive strategies to manage future healthcare expenses. They look at the "retirement expense smile," covering the go-go, slow-go, and no-go years, and explore options like funding care through investments, leveraging home equity, or us…

1
Ep #122: Clarity & Action: Bring It On 2025! 13:30

28d ago13:30

13:30

Start 2025 with Confidence in Your Retirement Plan. On this episode of Your Retirement Planning Simplified, Joe and Lindsay share inspiring client stories that highlight the power of clear, actionable retirement plans. Learn how addressing gaps, aligning goals, and working with a professional can transform uncertainty into confidence. Discover how …

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#132 - Why the value in financial advisory services can't actually be measured 57:11

29d ago57:11

57:11

Andy explains how there is definitely value in good financial advisory services, but how it's impossible to quantify that value and is often disingenuous for advisors to claim they can, or for studies to try to put a number on it Links in this episode: Vanguard's research paper - Putting a value on your value: Quantifying Vanguard Advisor's Alpha M…

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Farm Succession Planning: Keeping the Family Farm in the Family | Repair The Roof Podcast 17:57

1M ago17:57

17:57

Today, our host Attorney Ted Gudorf discusses the ins and outs of farm succession planning, so that you can have peace of mind that your life's work is preserved for future generations! Ted tackles the emotional and practical challenges faced by baby boomer farmers as they approach retirement. Discover how to navigate the complex landscape of estat…

1
How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 14:53

1M ago14:53

14:53

Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic…

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EP #121: 2024’s Top Retirement Tips: Mistakes, Strategies, and Expert Insights 19:16

1M ago19:16

19:16

In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and under…

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#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE! 56:44

1M ago56:44

56:44

Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 ) Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 ) What's the difference between a "rollover" and "traditional" IRA ( 20:54 ) How much of your net worth…

1
8 Must Know Year-End Tax Saving Strategies | The Limitless Retirement Podcast 18:35

1M ago18:35

18:35

In this conversation, Danny Gudorf, a financial planner, discusses eight powerful year-end tax saving strategies that can significantly impact your tax liabilities.He emphasizes the importance of these strategies in light of the impending expiration of the Tax Cuts and Jobs Act of 2017. The strategies include retirement plan contributions, tax loss…

1
You Won't Believe How This Couple Retired Early With $500k+ 14:39

1M ago14:39

14:39

Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…

1
Here's How To Decide When To Turn On Social Security 24:10

1M ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow 12:07

1M ago12:07

12:07

Joe tackles the psychology of retirement spending, offering actionable strategies to overcome the common fear of depleting savings. Joe discusses how retirees can transition from saving to spending confidently by addressing loss aversion, leveraging tools like retirement income guardrails, and aligning spending with their financial goals. Listeners…

1
#130 – Retirement planning chat with a "real" person, Peter Townsend 1:55:52

1M ago1:55:52

1:55:52

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Peter Townsend. They talk about a wide array of retirement planning topics such as becoming self-educated in the details of retirement planning AFTER already retiring, Social Security, funding potential long term care needs and more!…

1
Navigating Farmland Values, Income Trends, and Estate Planning: A Conversation with Howard Halderman | Repair The Roof Podcast 37:57

1M ago37:57

37:57

Today, our host Attorney Ted Gudorf is joined by Howard Halderman of Halderman Companies to discuss the evolving challenges and opportunities in farm management across Indiana, Ohio, and Michigan. Despite record crop yields in 2023, farmers face decreased incomes due to lower commodity prices. Howard discusses fluctuating land values, noting a peak…

1
How Do I Invest To Create The Most Income In Retirement? 15:55

2M ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

1
How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

2M ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

1
Ep #119: The Hidden Costs of Retirement You Can’t Afford to Miss 12:29

2M ago12:29

12:29

In this episode of Your Retirement Planning Simplified, Joe uncovers the hidden costs of retirement that often catch retirees off guard, leading to financial stress. From healthcare expenses, long-term care, and inflation to home maintenance, travel, and family support, Joe dives deep into overlooked budget items and offers actionable tips to prepa…

1
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies 1:34:52

2M ago1:34:52

1:34:52

Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement …

1
Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41

2M ago11:41

11:41

This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…

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Ep #118: Understanding Inflation and Its Long-Term Impact on Retirement 9:42

2M ago9:42

9:42

This week we explore the critical topic of inflation and its long-term impact on retirement planning. We define inflation, distinguish it from deflation and disinflation, and explain why prices continue to rise even when inflation rates decrease. We examine how rising costs, particularly in healthcare, can erode purchasing power over time, and why …

1
#128 - How to decide whether to own or rent your home in retirement 43:26

2M ago43:26

43:26

Andy discusses the things to take into consideration when trying to decide whether to own or rent a home in retirement Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demysti…

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Turn Your Investments into Income: A Retirement Guide for the Over 50s 15:10

2M ago15:10

15:10

Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses how to generate income from your investments in retirement. He explores 3 popular strategies to help you create a sustainable income stream in retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson…

1
How Ari & James Met - Here's How Root Was Founded 30:01

2M ago30:01

30:01

Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…

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Are You Considering Part-Time Work in Retirement? Here Are 8 Key Factors | The Limitless Retirement Podcast 19:15

2M ago19:15

19:15

Today, our host Danny Gudorf discusses eight key factors to keep in mind when exploring part-time jobs and volunteer opportunities that fit your lifestyle in retirement. If there’s one key lesson to take away from this episode, it’s to seek balance between mental stimulation and physical activity while avoiding stress, as well as considering the ri…

1
3 Easy Steps For Happiness In Retirement 10:45

2M ago10:45

10:45

Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…

1
Fireside Financial Ep #20 – Client-Centered Wealth Management 13:57

2M ago13:57

13:57

Joe and Regan share their journeys in the financial planning industry, highlighting key transitions to independent wealth management. They discuss the challenges of starting in a sales-driven culture, the benefits of prioritizing client-centric retirement planning, and the importance of independence in offering customized financial solutions. Joe s…

1
STOP! Consider THIS Before Doing a Roth Conversion 32:25

2M ago32:25

32:25

Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…

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Ep #117: Good Portfolio Management Won’t Make Up for Bad Financial Planning 11:00

2M ago11:00

11:00

In this episode of Your Retirement Planning Simplified, Joe Curry and Lindsay Wilson explore why good portfolio management can’t compensate for bad financial planning, drawing insights from FP Canada’s Financial Planning Conference and Benjamin Felix’s investment lessons. They emphasize the importance of goal-oriented financial planning over stock-…

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#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE! 53:38

2M ago53:38

53:38

Listener Q&A where Andy talks about: What to do about the concentration of the top few names in the S&P 500 ( 5:10 ) What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 ) Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 ) When it might make sense to…

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Why You May Need 20% Less Spending in Retirement. The Retirement Spending Smile | The Limitless Retirement Podcast 13:59

2M ago13:59

13:59

What would you do if your current retirement savings plan is built on a myth? Our host, Danny Gudorf, flips the script on traditional retirement planning by introducing a little-known, yet powerful concept called the “Retirement Spending Smile.” Through it, he demonstrates why you may actually need 20% less in retirement income than you think to li…

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8 Tax Strategies To Consider Before Year-End 23:06

2M ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializ…

1
This Is The Danger Of Working One More Year: Goalpost Planning 25:11

2M ago25:11

25:11

Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…

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Ep #116: Essential Insights on Hospice Care and Support with Red Keating 25:37

2M ago25:37

25:37

In this episode of Your Retirement Planning Simplified, Lindsay welcomes Red Keating, a supportive care counselor at Hospice Peterborough and co-host of the What Now? podcast, to discuss the profound importance of hospice and palliative care in Ontario. Highlighting the compassionate, holistic approach to end-of-life support, Red shares insights on…

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