Những podcast Dave Hall Cpa hay nhất (2024)

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Proactive Retirement Planning for Lifestyle and Legacy 32:01

15h ago32:01

32:01

Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico, underscoring the vital importance of continuous and meticulous planning in relations to Risk-Based Lifest…

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Elder Care Planning: The Complete Picture for Retirement Part 2 30:14

15d ago30:14

30:14

Welcome to another episode of The Retirement Risk Show! Hosted by Dave Hall, he brings back Alisha Wright to finish this duology that delves into essential strategies for securing a comfortable and risk-free retirement. In today's episode, Dave and Alisha turn their attention to the often-overlooked issue of cognitive decline and its impact on reti…

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Elder Care Planning: The Complete Picture for Retirement Part 1 30:47

29d ago30:47

30:47

Dave Hall and Alisha Wright delve into the pressing issue of elder care planning in retirement. It is a critical area that needs strategic financial planning to prevent running out of retirement funds. They emphasize maximizing Social Security benefits and considering annuities for a stable income. The discussion also highlights elder financial abu…

1
Building a Resilient Retirement: Cash Flow and Diversification 32:45

1M ago32:45

32:45

Dave brings back Brian Britt this week to discuss cash flow planning in retirement planning. The chat covers the challenges of transitioning from wealth accumulation to distribution, the significance of guaranteed income, and the impacts of market volatility and inflation on retirees. They also delve into the decline of traditional pensions, strate…

1
Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts 29:03

2M ago29:03

29:03

In this episode, you are treated to a deep dive into the complexities of retirement planning. This episode is especially critical for those who are nearing the final stretch of their careers and looking to maximize their retirement contributions over the last decade. Dave methodically breaks down the array of retirement accounts available, from tra…

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Required Minimum Distributions: Key Considerations for Retirement Accounts 24:56

2M ago24:56

24:56

Dave explains what RMDs are, why they matter, and how recent changes in the law have affected when retirees must start taking these distributions from their tax-deferred retirement accounts. Throughout the episode, Dave covers various strategies to manage RMDs effectively, such as drawing down accounts early, doing Roth conversions, continuing to w…

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Utilizing Trusts to Control Asset Distribution and Minimize Taxes 33:01

3M ago33:01

33:01

In this week's episode, Dave delves into the critical role of trusts in estate planning. Trusts help control asset transfers, limit taxes, and prevent family disputes. They are essential for prenuptial planning, protecting assets for biological children in second marriages, and planning for incapacity with financial power of attorney. Dave illustra…

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Managing Your Gain: A Guide to Inherited IRAs 26:58

3M ago26:58

26:58

Dave Hall explains the intricacies of setting up beneficiaries for your retirement accounts, including the importance of careful planning to avoid tax problems and family disputes. Dave highlights real-life examples where poor planning led to unnecessary legal fees and strained family relationships, emphasizing the need for regularly updated benefi…

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From Tax Cuts to Rising Rates: The Economic Tightrope 35:22

4M ago35:22

35:22

Dave Hall sits down with the best-selling author of "The Power of Zero", David McKnight, to tackle some of the most pressing financial challenges facing Americans today. Together, they dive deep into the potential impacts of rising tax rates proposed by figures like Joe Biden and the crucial need for revenue increases paired with reduced spending—a…

1
Unlocking Home Equity as a Retirement Tool 37:30

4M ago37:30

37:30

In this episode, Dave is talking all things reverse mortgages with Steve Resch, the VP of Retirement Strategies over at Finance of America Reverse. Forget what you thought you knew—Steve's here to clear up the myths and show how reverse mortgages can actually be a game-changer for your retirement plan. We’ll dive into everything from lending limits…

1
The Strategic Role of Insurance in Retirement Risk Mitigation 34:57

5M ago34:57

34:57

In this serious and informative installment, Dave Hall and Retirement Risk Advisor Brian Britt delve into the intricate world of retirement planning, focusing on the comparative safety and potential returns of insurance policies versus the stock market. Brian Britt provides expert analysis on how cash value life insurance policies offer a unique gu…

1
From Expenses to Income: Your Informed Retirement Planning Guide 27:00

5M ago27:00

27:00

In this episode, Dave explores the importance of outlining significant future expenditures and mapping out financial needs for the next 10 to 20 years. The discussion highlights the necessity of diversifying income sources, including Social Security, pensions, rentals, and investments, to mitigate financial risks. Tax planning is a key topic, with …

1
Managing Retirement Risk: The Importance of Withdrawal Rates 29:20

6M ago29:20

29:20

Today, we're tackling an especially important topic for anyone thinking about retirement: how much can you safely withdraw from your savings each year without the fear of running out? It's a hot debate and Dave is here to guide us through the conservative versus aggressive withdrawal strategies, their risks, and their benefits. We're also diving in…

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How to Recognize and Avoid Emerging Elder Financial Exploitation 27:53

6M ago27:53

27:53

Dave says in this week's episode: "And for some [elders and retirees], it's a time of great loneliness. You've gotten to a point where maybe your whole working career, you were in an office or an environment where you were around people all the time, and now you're home, and all of a sudden those people aren't there every day." Join Dave as he brea…

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Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt 28:38

6M ago28:38

28:38

This episode of the Retirement Risk Show dives into the looming concern of long-term care and rising medical costs. Dave Hall, alongside Brian Britt, addresses a significant retirement challenge—managing the costs of long-term care. Amidst a declining long-term care insurance market, they discuss innovative insurance solutions and the advantageous …

1
Work Credits & Social Security: How They Work with Alisha Wright 25:49

7M ago25:49

25:49

In this episode, Dave brings to light the daunting reality of retirement — a period that could span decades, and highlights the essential resources available on retirementriskadvisors.com, designed to help you navigate retirement risks. As the episode unfolds, Dave and Alisha explore one of the top financial risks retirees face: Social Security. Th…

1
Tips for Mitigating Retirement Investment Risk 16:46

7M ago16:46

16:46

In this episode, we take a deep dive into the timeless investing wisdom of Warren Buffett, as presented by retirement risk expert, Dave Hall. Through an in-depth exploration of Buffett's top ten investing tips, we unravel the profound insights on risk management, investment temperament, and the value of sound decision-making. Join us as we dissect …

1
Longer Life Could Mean More Retirement Risk with Brian Britt Part 2 28:50

7M ago28:50

28:50

In this episode, Dave Hall continues the conversation with Brian Britt about the various risks and challenges people face in retirement, particularly focusing on longevity and the crucial role of annuities in providing a secure and lasting income. Brian explains the evolution of annuities, highlighting their transformation from high-fee products to…

1
Longer Life Could Mean More Retirement Risk with Brian Britt Part 1 24:45

7M ago24:45

24:45

In this episode, Dave Hall and Brian Britt delve into the critical topic of longevity risk in retirement. They dissect the financial implications of extended life expectancy and the inadequacies of relying solely on Social Security for retirement income. The conversation underscores the importance of seeking professional financial guidance and buil…

1
Smart Tax Solutions for Retirement 17:04

7M ago17:04

17:04

Dave Hall delves into the critical topic of tax rate risk in retirement. With over 30 years of tax expertise, he breaks down the various taxes retirees may face, from federal and state taxes to capital gains, net investment tax, and more. Dave emphasizes the importance of strategic tax planning, including Roth conversions, Social Security taxation,…

1
Exploring Affordability and Future Retirement Impacts 17:04

8M ago17:04

17:04

Dave Hall dives into the evolving landscape of middle-class life and the potential challenges on the horizon. Referencing an article by Cindy Lamoth in Yahoo Finance, Dave examines 7 things that the middle class has historically enjoyed but may soon find unaffordable. From extended family trips to new cars, private school tuition, and health care c…

1
Medicare's Financial Stability: Proposed Revenue Generators and Cost Reducers 19:35

8M ago19:35

19:35

Dave states, "This program that we call Medicare is far too important to the overall economic health of our country and to making sure retirees are able to maintain steady lifestyles in retirement, that we do expect adjustments to be made." So, what does that mean for your retirement and your Medicare enrollment and benefits? In this episode Dave H…

1
Part Two: Out with the Old, In with the New Retirement Paradigm with Brian Britt 24:01

8M ago24:01

24:01

Dave Hall and Brian Britt are back! In this episode, they tackle the ins and outs of the last of the Top Ten Financial Retirement Risks. They cover a wide range of topics, from long-term care challenges and the impact of inflation to the complexities of Medicare and the growing concern of elder abuse. Additionally, they emphasize the significance o…

1
Part One: Out with the Old, In with the New Retirement Paradigm with Brian Britt 25:27

8M ago25:27

25:27

In our latest installment of the Retirement Risk Show, Dave Hall brings back Brian Britt to delve into the critical topic of retirement planning. They tackle the pivotal shift from the old paradigm of retirement planning to the new, examining the top 10 financial risks individuals encounter during their retirement years. From longevity risk to Soci…

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Addressing Elder Financial Abuse: Research and Prevention Tips with Dr. Peter Lichtenberg 21:48

9M ago21:48

21:48

In today's episode, host Dave Hall invites back Dr. Peter Lichtenberg, a renowned expert in the field of elder financial abuse, to shed light on this critical issue. Dr. Lichtenberg, a clinical gyropsychologist, discusses the misappropriation of older adults' funds through theft or scams, shedding light on the alarming increase in financial exploit…

1
The What, When, and How of Social Security Risk 24:10

9M ago24:10

24:10

In this episode, the show's host Dave Hall and Social Security expert Alisha Wright explore the intricate risks associated with Social Security. They delve into the complexities of claiming benefits, the potential impact of taxation, and the need to view Social Security as just one piece of the retirement income puzzle. With a focus on providing ex…

1
The Power of Being Your Own Retirement Boss 12:43

9M ago12:43

12:43

Today, Dave Hall is taking a deep dive into the idea of taking control of your retirement. He's dishing out some valuable insights into the benefits of being in charge, like having more say in your decisions, feeling a deeper sense of satisfaction, and getting the chance to learn from the best in the field. We'll also explore the importance of stay…

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Tailoring a Risk-Based Retirement Plan to You 26:38

9M ago26:38

26:38

Dave Hall and Christine Lee are here to dive deep into the world of retirement planning. They'll be unpacking the fascinating origins of Retirement Risk Advisors (RRA) and shedding light on the importance of tailoring risk-based retirement plans to suit each individual's unique needs and goals. You'll get to hear firsthand stories from Dave about h…

1
Planning for the Risk Multiplier of Retirement 26:24

10M ago26:24

26:24

In this episode, Dave Hall and Brian Britt are tackling the crucial topic of longevity and its impact on retirement. They'll be discussing the evolving landscape of longevity risk, touching on the challenges of long-term care, and delving into the innovative solutions available to address these concerns. Whether you're gearing up for retirement or …

1
Key Social Security Questions Answered with Alisha Wright 23:31

10M ago23:31

23:31

Social Security is always a HOT topic when it comes to retirement planning. And that is extremely understandable when over 90% of Americans rely on it for a portion of their retirement. So, in this episode, Dave is joined by Alisha Wright, a Social Security expert and junior adviser for Retirement Risk Advisers. They dive deep into the complex worl…

1
Retirement Q&A: Insights on Longevity, Annuities, and Diversified Income Strategies 21:33

10M ago21:33

21:33

In this episode, host Dave Hall is joined by Christine Lee, the marketing manager of Retirement Risk Advisers. Together, they address a variety of questions on retirement risks, such as longevity, long-term care, and income diversity. They discuss topics like the role of annuities in addressing long-term care, the benefits of permanent life insuran…

1
Retirement Risk Planning: A Three-Dimensional Approach for an Efficient Retirement 26:53

10M ago26:53

26:53

In this episode, host Dave Hall discusses the various dimensions of risk planning in retirement and how it differs from the traditional approach taken by many financial advisors. He introduces the three-dimensional approach to retirement planning and the importance of matching an individual's attitude, capacity, and tolerance to risk with appropria…

1
Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement 28:37

11M ago28:37

28:37

In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the impo…

1
Eight Year-End Retirement Planning Strategies 18:03

11M ago18:03

18:03

Making the most of the last month of 2023 is ESSENTIAL to the success of your retirement! In this episode, Dave Hall, delves into eight essential year-end planning strategies to help you ensure that your retirement is on-track and optimized for success. From reviewing and updating your retirement plan to maximizing contributions and managing tax im…

1
From Work to Wonder: The Transition of Retirement with Fritz Gilbert 28:20

11M ago28:20

28:20

A lot goes into retirement planning... more than just planning when. And with the financial risks being huge, knowing how you want to spent your retirement is something to consider... During this episode, Dave Hall is joined by special guest Fritz Gilbert to discuss the key to a successful retirement. They delve into the importance of addressing bo…

1
Market Risks: How They're Different When Retirement Planning with Brian Britt 27:00

11M ago27:00

27:00

Welcome back to another episode of the Retirement Risk Show with your host, Dave Hall. In today's episode, Dave is joined by his partner and good friend, Brian Britt, to discuss withdrawal rate risk. They dive into the misconception of high withdrawal rates and the importance of understanding sequence of return risk. They also explore strategies to…

1
What America's National Debt Means for Your Retirement 17:06

11M ago17:06

17:06

In this episode, we dive into the pressing issue of the national debt and its potential impact on our retirement. Dave shares his concerns about the ever-increasing national debt, its implications for future tax rates, and the need for bipartisan action. He discusses the proposed Fiscal Stability Act and the role of commissions in addressing fiscal…

1
The Truth About Annuities: Separating Fact from Fiction 23:38

12M ago23:38

23:38

In this episode, Dave shares his frustration with misinformation in the financial industry. He specifically addresses some questionable claims made by Ken Fisher about annuities. While Fisher has built a successful business and gained many clients, Dave disagrees with his negative stance on annuities. Dave believes that annuities can play a crucial…

1
Architecting a Risk-Resilient Retirement Plan with Brian Britt 21:57

12M ago21:57

21:57

Building a secure retirement is not an overnight process, and it is of the utmost importance to consider the financial risks you will face. So, in this episode, Dave is joined by Retirement Risk Advisors Partner, Brian Britt. Together, they delve into the world of retirement planning, discussing the risks and challenges that individuals face as the…

1
Social Security Updates and Retirement Considerations with Marc Kiner and Jim Blair 28:07

12M ago28:07

28:07

In today's episode, our host Dave Hall is joined by respected experts Marc Kiner and Jim Blair. These knowledgeable professionals have dedicated themselves to educating CPAs and clients on the intricacies of Social Security and its integration into retirement planning. In this episode, Dave and his guests delve into recent updates and answer pressi…

1
Exploring the Expectations and Responsibilities of Your Retirement Advisor 17:18

1y ago17:18

17:18

In this episode, Dave discusses what you should expect from your financial advisor. He emphasizes the importance of finding a fiduciary who prioritizes your needs and provides the best products and services for your retirement. Dave also highlights the significance of setting realistic financial goals and the need for customized services tailored t…

1
Why Reverse Mortgages Are a Strategic Retirement Tool with Steve Resch 25:22

1y ago25:22

25:22

In this episode of RRS, host Dave Hall delves into the often misunderstood realm of reverse mortgages. Joined by expert Steve Resch, Vice President of Retirement Strategies for Finance of America Reverse, they discuss how it can be a valuable tool for securing a comfortable retirement. With a passion for educating others on the benefits of reverse …

1
Recessions: Bringing Financial Risk Exposure to Your Retirement 15:45

1y ago15:45

15:45

In this episode of The Retirement Risk Show, we'll be diving into a topic that may not always stir excitement, but is essential to understanding and preparing for your retirement journey - recessions. Retirement is a time of freedom and enjoyment, free from the burdens of work and responsibilities. However, it's important to be aware of the potenti…

1
Medicare Inside Out: Understanding Advantage Plans and Medigap 20:35

1y ago20:35

20:35

Welcome back to the Retirement Risk show! In today's episode, we have a special guest, Alex Siler, the national sales director for Medicare Compare USA. We'll be focusing on Medicare, a topic we often discuss on the show, but now with the annual enrollment period approaching, it's the perfect time to dive deeper into it. Alex will be sharing valuab…

1
Making Sense of Medicare Risk 17:58

1y ago17:58

17:58

Much like Social Security, there is more to Medicare than meets the eye. And as part of the crucial groundwork to so many retirements, it is essential to understand the ins and outs of the program. In today's episode, Dave dives into the topic of Medicare risks. He explains the importance of understanding the different parts of Medicare and how the…

1
Insights on Sequence of Return Risk and Inflation Protection with Paul Obendorf 25:42

1y ago25:42

25:42

In this episode, Dave Hall is joined by his partner Paul Obendorf to discuss two important retirement risks: sequence of return risk and inflation risk. They delve into the impact of sequence of return risk on retirees' portfolios, highlighting how retiring during market upswings versus downturns can drastically affect retirement experiences. But f…

1
A Closer Look at Sequence of Return Risk and Its Implications with Brian Britt 27:03

1y ago27:03

27:03

In today's episode, host Dave Hall is joined by RRA expert partner Brian Britt to discuss an important topic: sequence of return risk in retirement. As they delve into this subject, they shed light on how this concept has evolved over the years and why it is becoming increasingly important in retirement planning. Dave and Brian draw from their deca…

1
Solutions for the Market Volatility Facing Your Retirement 20:32

1y ago20:32

20:32

In this episode of the Retirement Risk Show, Dave Hall dives into the topic of sequence of return risk. But before getting into the details, he shares some eye-opening statistics from the 2023 BlackRock Read on Retirement Report. The report highlights the challenges faced by Americans when it comes to saving for retirement, with many falling short …

1
End of Life Care: How It Affects Your Retirement with Hospice Nurse Penny 26:01

1y ago26:01

26:01

Coming up on this episode of RRS, your host Dave dives to the realm of hospice care with guest Penny Smith, a hospice nurse and TikTok guru who has been making waves in the industry. Penny shares her journey into the world of hospice and how she has become a passionate advocate for high-quality end-of-life care. They discuss the misconceptions surr…

1
Navigating Long-Term Care Risk and Protecting Your Family's Future with Alecia Barnette 22:51

1y ago22:51

22:51

Welcome to the RRS podcast, where we dive deep into the world of retirement planning and risk management. In today's episode, host Dave Hall is joined by special guest Alecia Barnette, VP of Care Planning for Financial Independence Group. Together, they explore the challenges and solutions of long-term care planning. From the two main ways to mitig…

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