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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
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/
 
Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
 
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The Retirement Tax Podcast

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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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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.
 
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 ...
 
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A Wiser Retirement

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A Wiser Retirement

Wiser Wealth Management

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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
 
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
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show series
 
In this episode of Retirement Unlimited, Randy dives into “Are Stocks Undervalued Yet?” in the Retirement Update. Next, Randy reviews “Economy Could Face Two Recessions, Not A Single Deep One” and “Contrarian Indeed: Two Seers See Lower Rates, Bond Boom” in Tactical Asset Management. Enjoy!Bởi Randy Barkley
 
Jim and Chris sit down to discuss questions relating to Social Security cost-of-living adjustments (COLAs), 401(k) contribution rules, and inherited IRAs. (6:30) A Kansas listener asks a quick question about how she can change her address on her Social Security card. (10:00) A listener asks for the specifics on how exactly Social Security COLAs are…
 
On this episode, Brian is joined by Bradley Geddes, CFP(R). Bradley helps our clients nationwide, but is based in the California Bay Area. Their conversation focuses on 6 keys to a retirement plan. Brian and Bradley start by talking about the basics, which is to have a plan! While that might sound simple, it's surprising how many retirees don't hav…
 
It's time for a retirement quiz! On this episode we discuss some important retirement topics in the form of a quiz. Take note of your answers before and after the discussion – you may well discover some new insights or nuance to your current views. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your …
 
Retirement these days is not as simple as it was fifty years ago. You are prone to more risks than ever before that the past generations didn't have to think about. And this week Dave Hall provides answers that will make preparation and planning for retirement easier. Backlogged with questions, Dave Hall brings on CR Thelin so your questions about …
 
Episode 383: The S&P 500 is back in rally mode, retracing more than half of the distance from the Bear market peak-to-trough. I remain cautiously optimistic, but beware of the bounce in highly speculative stocks…eventually fundaments matter.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------…
 
Many Canadians are concerned about inflation’s impact on retirement savings, and rightly so. Without the correct plan in place, it can be easy to miscalculate how much you will need to have a good retirement. With a new report from Aon stating that the average 45-year-old Canadian will need to accumulate $1.4 million in retirement savings to retire…
 
You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us do…
 
Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion. Key topics on this show: 0:47 - Working with a “nice” person? 2:06 - A lot of people ask for a second opinion. 6:08 - Is the communication lac…
 
We'll discuss that there is a cost to making money and what those various "costs" are, including anxiety. The costs that anxiety can take get amplified the closer you are to retirement or the further into retirement you get, as your Time Horizon gets shorter and shorter. Are there strategies you can use to completely eliminate this anxiety? What do…
 
Check out Jeremy’s latest podcast on life settlements by listening on “Apple Podcasts” or “Google Podcasts” or read below for Everything You Need To Know About Life Settlements. #97 – Stocks, bonds, real estate, cars, jewels, or any other asset — if you don’t need it anymore, you might sell it. Life insurance policies are no different! You can get …
 
This month on the Retirement Answer Man we are learning how to live a heroic retirement. Michael Balchan joins me to discuss what it takes to be the hero of your own story. On this episode, we explore the virtues that heroes embody. If you are looking to be an exemplar then you’ll exhibit some core universal virtues plus some that are uniquely your…
 
Now that you're retired... is it time to get healthy and fit? On this episode I discuss an article that come from The Week, "5 Expert Tips for Staying Fit in Retirement" written by Sara Lindberg. Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now! You can always sched…
 
Today I’m talking about the case for (and risk of!) deflation. Specifically, I'm covering: What deflation is How deflation impacts our economy Why it’s a risk we should be considering If you’re ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode. *** 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the e…
 
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation. Podcast Episodes Mentioned: Episode 87: Strategies to Grow and Protect Your Port…
 
Announcement: I’m thrilled to share that my book Win the Retirement Game launches on August 9th. Take advantage of the special Kindle price available for a few days. I’m practically giving it away so you, our podcast listeners, can get ready to win your own retirement game. ________________________ Missed some episodes of our retirement podcast? Yo…
 
In this episode Matt Deaton talks about the current recession and if the worst is yet to come with the economy. Plus, what happens if you received a large inheritance, how do you protect your family and your assets. Plus, what is the "gut feeling" regarding the market and if/when we will rebound? For more information on Acute Wealth Advisors or to …
 
2050 seems like a long way away, however, it is closer than we think. In this week’s retirement headline, I share an article from Richard Archer at FinanceInsights.net which explores the future of retirement and the impact that technology has had on the past, present, and future of retirement. In the listener questions segment, I help Bruce with a …
 
Jeanne Sutton will be joining the show today to talk about all things 401(k) and all things Roth. Placed among Investopedia's 100 Top Financial Advisors of 2022 and known around the internet as The 401(k) Lady, Jeanne has great insight to share regarding the best ways to use and take full advantage of your 401(k).…
 
The central banks themselves are in trouble. The crisis that we now face is potentially a lot more severe than anything we have seen since the Wall Street crash in 1929 to 1932, and the aftermath of that in the 1930s. A quite sobering statement from our guest this week, Mr. Alasdair Macleod. Your host on Retirement Lifestyle Advocates radio, Dennis…
 
The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors a…
 
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Get your Retirement Coach 360 session: Call: 4…
 
Our entire episode today is based on a meme that says: “You haven’t experienced true heartbreak until you've measured out a single serving of peanut butter.” It can be pretty depressing to see how what 200 calories of peanut butter really looks like, but we’ll tie it all into expense planning. Key topics on this show: 1:45 – Peanut butter 5:54 – Ex…
 
This is the second installment of our cryptocurrency series. Today we will talk about how to buy cryptocurrency, what you can buy with it, and the risk associated with this investment. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996…
 
When we’re not outside playing baseball, it’s fun to play a few games that challenge our minds. Trivia TV show Jeopardy inspired today’s podcast as we quiz Sean on a financial round of questions. Key topics on this episode: 0:39 - Ready to play Jeopardy? 1:55 - High fees and broken promises with market risk. 3:25 - What requires a financial profess…
 
Is the US in a recession? That's our topic on this episode of The Atomic Retirement podcast! Resources Mentioned If This is a Recession, We Might Not Know for Months Bureau of Economic Analysis Gross Domestic Product (GDP) Data Connect with Ryan Kilkenny Follow Ryan on Twitter Get Ryan's Saturday Morning Newsletter Schedule a No Obligation Retireme…
 
David Adams is a filmmaker (https://davidadamsfilms.com.au/) and photojournalist with a string of incredible documentaries under his belt. He specialises in expeditions to remote regions. He has a passion for archaeology, anthropology and history, which has taken him to exotic locations worldwide including Iran, Siberia, the Pacific Rim, Northern a…
 
Ayandev Saha, Head of Climate Risk and Insurance, RMD London, introduces us to a new retirement savings scheme launched in Rwanda in late 2018. This initiative also is outlined in a recent white paper submitted to the CRI titled "Rwf 23.2 billion saved into informal sector pension scheme –Extending pension coverage to the informal sector in Rwanda"…
 
What do you do when you get a letter or a phone call from the IRS? Don’t panic. In this episode, Steven and Ben clarify some important things about IRS communications and responsibilities. You will walk away from this podcast knowing how to avoid scams, what to find clarity on when you get a letter, who to call for help, and more. You can find all …
 
If you’ve been watching the markets over the last few weeks, you probably have questions. Is the current market rally evidence that we’re experiencing a rebound, or are we still in a bear market? Pundits love to share good news; they don’t love to talk about the underlying pressures that make markets act the way they do. This means that if you’re n…
 
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Important Links: Steve's Website: http://wealt…
 
There are 11,000 Baby Boomers turning 65 everyday. Many of them share the same Medicare questions, like: Do I need to enroll at age 65? What if I work past age 65? What coverage is best for me? Should I get a Medicare Supplement or Medicare Advantage plan? What does Medicare cover? Does my income impact my premium? If so, how? On this episode, Joe …
 
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But sh…
 
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