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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 ...
 
Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Ev ...
 
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 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
 
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.
 
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 ...
 
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.
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
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.
 
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
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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.
 
Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
 
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 ...
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
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.
 
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 ...
 
Join the team at National Retirement Group for helpful conversations about money, retirement, and planning for your financial future. From retirement to income, insurance, long term care, and many other topics, this is the show for you if you or a loved one are planning your financial future and need some helpful guidance along the way. The National Retirement Group, based in St. Petersburg, Florida, wants to help protect your financial future so you can live confidently. Mark LaTessa is you ...
 
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Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
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 ...
 
If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** 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 ...
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
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, ...
 
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show series
 
What is risk and what does it mean to be “Risk Averse”? Obviously, these terms have different meanings to different people. Additionally, different phases of life tend to pose different sets of risks. This week we explore these topics and different ways to think about them. Glenn is available for in person and Zoom meetings. Simply give us a call a…
 
How are you preparing your finances in 2022? In this episode, Cindy Mueller discusses the top 5 suggestions for preparing your finances in 2022. Cindy covers budgeting, estate planning, and how inflation affects your finances. Plus, Cindy talks about the proposed tax law changes from Congress. Cindy discusses: Why budgeting can be important to a re…
 
We are all busy with so many tasks, it's often hard to keep up. Instead of trying to do everything, why don't you eliminate things from your life so you don't have to bother with them ever again? That's the premise of a Wall Street Journal article in which I was quoted: What money tasks can you remove from your life entirely? In this episode I'll g…
 
Check out Jeremy’s latest podcast on self-directed IRAs by listening on “Apple Podcasts” or “Google Podcasts” or read below for 6-Point Checklist For Self-Directed IRA Owners. #68 – Do you wish to have more control over what your individual retirement account (IRA) invests in? If yes, then consider starting a self-directed IRA (SDIRA). Self-directe…
 
Is there a light at the end of the tunnel for COVID? Most believe that it will be here for a while but the concern now is how do we live with it and as Matt Deaton and Damon Roberts explain, how will this Endemic affect the markets moving forward? Plus, most adults expect lower taxes in retirement, but is that a smart way to prepare for your next s…
 
Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retiree…
 
As you embark on your retirement journey, life’s question changes from what can you do to what will you do? You have so many choices that are available to you that the question of what to do next can be daunting. I explore these questions with Michael Bungay, author of the new book, How to Begin. Michael’s interview isn’t the only thing that’s in s…
 
Episode 352: Goldman Sachs stock price took a big dive today, as did the entire stock market. But GS, like other high quality companies are extremely profitable with very reasonable valuations. In my opinion the current volatility in the stock market is not a time to panic but a time to buy quality stocks.-------------------------------------------…
 
Are you prepared for this upcoming tax season? A new tax landscape is taking shape for 2022 so it’s important you prepare now. If you are concerned about owing a lot of money this year, what can you do to reduce that burden? You may be missing out on some tax credits for your retirement savings. Or perhaps you should take an itemized deduction vers…
 
Today I'm kicking off our two-part series on life insurance. Specifically, I'll be tailoring these episodes to those who are in retirement or close to it. Here are a handful of the things I'll be covering: What are the different types of life insurance (+ pros and cons) How to determine the need for life insurance What are the costs and tax conside…
 
Over the past year, 47% of grandparents invested more for their grandchildren. It isn’t clear if this is linked to the pandemic and our spending patterns, but what is clear are the huge benefits of doing this. Some research by NatWest shows that while three quarters of parents save for their children, around 83% of them stick to the “safe” option a…
 
Today I'm chatting with Kris McPeak and we're gonna cover the four types of side hustles. Kris is awesome and I'd highly recommend you check out her podcast here: https://podcasts.apple.com/us/podcast/the-got-side-hustle-show/id1440536489 Here's her website: https://www.krismcpeak.com/ ...and her Instagram: https://www.instagram.com/krismaspeak/ Re…
 
Retirement planning entails a series of important decisions, including lifestyle decisions with long-lasting consequences. My guest today, economist Larry Kotlikoff, discusses his new book, Money Magic: An Economist’s Secrets to More Money,Less Risk, and a Better Life, and how to make smarter lifestyle decisions by understanding the true price tags…
 
In this episode of Women's Retirement Radio, I'm joined by Laura Jalbert. Laura is the owner of Mindful Transitions, an organization providing licensed clinical social work to seniors in the Atlanta area. Laura and her team provide mental and emotional support for seniors who are dealing with changes related to aging, medical challenges, or living …
 
Today, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all…
 
Appearing on the show this week is Matthew Lincoln. Originally an Enrolled Agent, Matthew has recently gotten his CFP designation. This (and years of experience) has shown him the benefits of collaboration between advisors and accountants. Tune in as Steven and Matthew discuss the complimentary ways in which advisors and CPAs can add value for thei…
 
Tax scams are as old as taxes themselves, so are you doing everything you can do to avoid them? In this episode of Retirement Starts Today, we’ll explore what the IRS labels, ‘the dirty dozen’ tax scams. You’ll learn who is targeted by the various scams and then you’ll discover what you should do to protect yourself from scammers. Make sure to stic…
 
Today, Stephanie and Kevin cover a topic that can often get confusing for many people: the estate and gift tax system. This is different from the income tax system, and both are federal tax systems that everyone needs to be aware of when planning for retirement. At the end of the day, the IRS is getting paid. The only two questions, then, are: Who …
 
The old paradigm for retirement has become obsolete, and the importance of tackling a new approach is imminent for your retirement—especially if you want it to last the 20-40 years most are retired. On this episode, Dave interviews Brian Britt on why the new paradigm for retirement planning is best. Brian Britt has over 25+ years of experience in t…
 
Hello, welcome back to Powering Your Retirement Radio. I'm your host, Dan Leonard. And this week we're going to look at 7 items to review to make sure you're starting the year off strong financially and on track for a great year. 1. 401k contributions Determine how much money you want to save for the year. The actual dollar amount. Divide that amou…
 
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the reasons why people are leaving the workforce and explore a lot of the impacts this is having on retirement planning. Visit Steve Davis & Sean Tole's website: http://ww…
 
Whether you have an employer or you are working for yourself, making the transition into retirement means getting paid is going to be very different from what you are used to. As you are no longer getting regular paychecks, you have to completely rethink how you are getting your income. So, how do you create that paycheck when you’re no longer goin…
 
What does it take to create a strong financial foundation in your financial plan? Today we talk about the importance of your income plan and how it influences your spending decisions in retirement. What we discuss: 0:46 - What is your income plan? 2:55 - How many people have an income plan in place? 6:22 - Why do we find ourselves unprepared when w…
 
A record number of people are leaving their jobs. They are either retiring early, looking for new positions or taking a break from work. A lot of people don’t want to return to the office and are opting for early retirement instead. Other people are questioning their values when it comes to work and are taking time off. But if you do this, what are…
 
What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year. What we discuss: 1:23 - Adjust tax withholdings. 3:43 - Assess retirement contributions. 5:52 - Gather your tax information. 8:19 - What’s your overall retirement health? Get additional financial information: https://retiremen…
 
What’s the risk of longevity? Does your financial plan prepare for the possibility of living until 100? On today's episode, we'll discuss how longevity impacts your retirement plan. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/preparing-for-longevity-risk/ What we discuss in this episode: 0:55 - How ol…
 
While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-64…
 
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Read more and get additional financial resources here: https://listentoscott.com/podcasts/22-money-resolutions-for-2022/ What we discuss in this episode…
 
In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial …
 
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the final 11 resolutions on today's show. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeti…
 
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