No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Can I Retire Podcasts
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
1
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Should I buy a house? Why do I say “like” so much? Should Gen Z bother to save for retirement? Explain It to Me is the hotline for the issues that matter to your life. Send us your questions about health, personal finance, relationships, and anything else that matters to you. Host Jonquilyn Hill will take you on a journey to find the answers, whether it's to the halls of Congress or the local bar. You’ll get the answers you were looking for, and sometimes ones you didn't expect — and always ...
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4
LAUNCH: Parenting Tips for Raising Adult Children & Building Better Relationships
Shari Jonas - Parenting Consultant, Educator and Author
244
If you’re a parent of a young adult, are these questions keeping you up at night; How can I become the best parent to my kids? How can I improve my communication with them? How can we connect better? How can I help them to become more confident, resilient and independent? What can I do to motivate them? Why don't they respect me? Why don't they want to hang out with me? If you're searching for these answers, this podcast is for you. I'm Shari Jonas and this is LAUNCH. Where I offer honest, n ...
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
3180
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and 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 on t ...
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My career is an accident. It started when I set out to rediscover my passion and reignite a spark I’d lost — and that journey led me to the work I do now. If you know me from my books or my speaking, you know I’m fascinated by why people do what they do. What makes someone find joy and meaning in their life, or pursue something far greater than themselves? I started A Bit of Optimism to explore those ideas and expand my own perspective. This podcast is a trove of honest conversations, with p ...
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Unlock God’s purpose for your retirement with the iRetire4Him Podcast! Hosts Jim & Martha Brangenberg deliver practical, biblical advice so that you can prepare for and live out a retirement full of purpose and satisfaction. Remember, if you’ve got a pulse, you’ve got a purpose. Decide today to say, “iRetire4Him!”
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
18287
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Join Jeremiah Konger and Zachary Van Es, The Annuity Dudes, on the I Love Annuities Podcast, where we dive deep into the world of annuities and how they can provide guaranteed retirement income and financial security. Designed for retirees and pre-retirees, this podcast covers essential topics like fixed annuities, income annuities, fixed index annuities, and safe investment options. Discover strategies to protect your savings, create guaranteed income streams, and secure your legacy with an ...
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Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
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I spent 21 years of my life in the military being told what to do. Now that I'm retired I can do whatever the hell I want. This Podcast will cover politics, life style, entertainment, advice, and I'll be trying out different self improvement and how to videos on YouTube. My mission is to have a happy life and to help you have one too.
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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.
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Money should be fun, not stressful. Learn practical tips on how to save more money, get out of debt quickly and make progress toward your goals. You can take control of your money and create a life you love. Get even more money saving tips at www.RachelCruze.com.
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement incom ...
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Welcome to Federal Retirement Experts, your definitive source for navigating the complexities of federal retirement planning. Hosted by Retirement Coach Gregory Jameson, the Vice President of Federal Retirement Experts, our podcast serves federal employees across the nation, offering expert insights into the specific nuances of federal benefits and retirement planning. At Federal Retirement Experts, we take pride in the comprehensive guidance we provide, focusing on a smooth, comfortable pla ...
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Welcome to the Alternative Living Podcast. Where amazing ideas are talked about and your standard of living are put into questions. Or in other words; how to add more life to your life! ...Still not clear? Well; it's normal; it's kind of a new thing, maybe the future of things... I beleive that everybody has the potential to change his life; spend less money on superficial "wants" and actually have the chance to work more at something that is a pationnate "need" for them. ---Cover art photo ...
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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This is a fitness, nutrition, and health podcast for women. RKC and NASM coach, Kindal Boyle talks anything and everything about helping you get results from your workouts, get inspired for new fitness challenges, to build strength and find a passion for living a healthy life beyond burning calories. More than that, she seeks out and interviews the best guests you can imagine. Not only celebrities, the best trainers, but real women and success stories. There is so much to learn from real wom ...
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Provocative and crazy funny! Political commentary and stock market news to help you "try and make 'mo money" in the stock market each week. Like money news and political commentary? You will love this weekly review of politics and news. If you can't find stock and investment news you can use, you really aren't listening hard enough. You won't hear any of this on Hannity, Limbaugh, Ingraham or Tucker Carlson, until after they've heard from me! Tune in to Part I and Part II for all the money a ...
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A podcast about people making small (or very large) professional changes. I explore how they did it and how you can, too. If it's time to make a change, when do we trim the sails, and when do we burn the boats?
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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The Market Moment is an educational finance podcast for the everyday investor.
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, 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. T ...
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Feature interviews on business, higher education and community.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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Should I buy? Should I sell? Or Should I stand pat? The market should never dictate how or when you invest. By increasing your confidence levels, you will invest with more conviction, save time, and eliminate many of your dilemmas. Everybody deserves a happy retirement. Mike Heroux from The Dividend Guy Blog is not only a passionate investor, but he is also pretty good at explaining how the market works and how you can make your money work more effectively for you. This podcast will cover al ...
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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Welcome to the Early Retirement Roadmap podcast, your audio guide to preparing for and thriving in early retirement! If you’re dreaming of retiring early but feeling overwhelmed about where to start, or if you’re already retired and looking to make the most of your freedom, you’re in the right place. I’m your host Mike Upland, and I successfully retired at 55. Through this podcast, I share my personal early retirement journey—the victories, the challenges, and all the essential lessons I’ve ...
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Podcast about fighting and booze. Every Sunday and whenever I can.
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Can I Really Trust My Retirement Plan? (The Answer Will Surprise You) | The Limitless Retirement Podcast
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Danny Gudorf discusses the misconceptions surrounding retirement planning, emphasizing that trust in a retirement plan should not stem from its perfection or ability to predict the future. Instead, a trustworthy retirement plan is adaptable and resil…
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Welcome back to Market Moment! In today’s episode, Matt, Lee, and John tackle one of the most frequently asked retirement planning questions: "How can I lower my taxes in retirement?” From Roth conversions, RMDs (Required Minimum Distributions), and Social Security timing, to HSA utilization, IRMAA surcharges, and charitable giving (QCDs) — this di…
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How Much Can I Spend In Retirement with a $2 Million Portfolio?
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A retirement story that challenges everything you thought you knew about what’s possible in your golden years. Meet Michael and Lisa: a couple in their early sixties with $2 million saved who are worried about running out of money too soon. Their initial plan looked bleak, but three simple adjustments reshaped their retirement outlook without worki…
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In today’s episode, we’re tackling the big question: Can you really retire with $1 million? We’ll look at what the data says about how much people actually have saved How other assets like Social Security and pensions fit in, why your spending …
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Making a plan in life is necessary. During your working years and during your retirement years. Don't make the mistake of not planning for your retirement. Listen and learn.By Doug Horne
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Young men are more interested in becoming parents than young women are, and there's a growing number of single dads by choice. A look at modern fatherhood. This episode was produced by Devan Schwartz, edited by Megan Cunnane, fact-checked by Melissa Hirsch, engineered by Adriene Lilly and hosted by Jonquilyn Hill. Thanks to Jonquilyn Hill for shari…
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Despite a lot of positive changes, I still don’t feel secure that I’m on the right track. Can you please guide me in the right direction? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter…
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AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions
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Is the AI boom driving markets too far, too fast? On this week’s Money Matters, Scott and Pat debate whether stock prices can keep up with earnings—or if investors should brace for a correction. Then, they tackle the 4% retirement withdrawal rule, explaining its history, its flaws, and how real retirees actually spend. Listener calls bring the conv…
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Advice from Retirees: What They Wish They Knew in Their 50s
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Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your financial independence number, and prioritize what money can’t buy while you still can. In your 50s–60s, many people hit a rare “sweet spot” where fina…
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#44: Parents as Leaders: How to Raise Strong, Confident and Independent Adults
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In this episode, I had the pleasure of interviewing Janet Krebs, speaker, HR consultant, educational strategist, and 4X best-selling author who empowers parents and influencers to lead with confidence, self-reliance, and heart, blending practical leadership tools with real-world parenting strategies. We talk about why parenting is leadership and ho…
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I joined CBS Mornings to answer your top financial questions, including on credit cards, your savings account and retirement options. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter…
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With every episode, Lena Dunham and Alissa Bennett take you on a historical deep dive into the life of a woman society dismissed by calling her mad, sad, or just plain bad: Lindsay Lohan, Judy Garland, Winona Ryder, Mariah Carey, Lil Kim and many more. Join them for a rich, hilarious, and heartbreaking look into exactly what it means when we call a…
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The Third Option Between Working and Retiring
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#646: Picture this: your 11-year-old son comes home from a friend's house and asks why you don't have a basketball court in your basement like his buddy's family. Instead of just saying "we can't afford it," you explain that having one would mean dad goes back to working 60-hour weeks and traveling constantly. Your son thinks for a moment and says,…
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Can You Really Pay Less Taxes on Social Security?
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For many retirees, Social Security is one of the most important income streams, but also one of the most misunderstood when it comes to taxes. In this episode, Jake and Nick break down the rules around how Social Security benefits are taxed at both the federal and state level, and what strategies might help you keep more of what you’ve earned. Find…
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09.28.2025 The Lighthouse Retirement Hour-Part 2
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By Martin D. Parlato
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09-27-2025 The Lighthouse Retirement Hour-Part 1
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By Martin D. Parlato
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By Martin D. Parlato
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I’m Nervous About Having $1.8 Million in One Stock
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (Sm…
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📈 Are you on track with the Baby Steps? Get a free personalized plan. Is social media responsible for busting your budget? Maybe! On today’s episode, we'll talk about how the videos in your algorithm steal your hard-earned cash and what you can do to avoid it. Next Steps: 🎥 Watch my video Why Less Really Is More—in Money, Faith and Beyond. 💵 Start …
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We are looking at cutting back our savings rate to enjoy a few other things while our kids are young and in the house, including not working as much as we are. Will it derail us? Have a money question? Email us here…
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Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it’s the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there’s still ti…
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7 Signs You’re Closer to Retirement Than You Think
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We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky. But in my experience, that traditional timeline isn’t always the reality. In fact, for many people, retirement may be much closer than they realize. After nearly 20 years of building retirement plans, I’ve noticed a recurring theme: Most people overestimate how …
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EP # 160 | Retirement and Sudden Death: Psychological and Physical Risks to Know
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What happens when someone finally retires only to pass away months later? In this episode of Retirement Planning Simplified, Joe talks about the surprising connection between retirement, health, and longevity. This isn’t doom and gloom, it’s a wake-up call to design a retirement that’s not just long-lasting, but meaningful. Check out the show notes…
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Peace of Mind With Allocations Heading Into Retirement
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I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations? Have a money question? Email us here Subscribe to …
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461: Four Reasons Good People Fail at Retirement—and How to Avoid Them
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So I've met a lot of people over the years who have over prepared for retirement, and I've met others where I had to say, I'm sorry, you need to keep working. Unfortunately, I've seen good hardworking people, people who have saved, invested, and tried their best. They're still unable to retire, and the question's why?Today, I want to share the 4 bi…
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BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management
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Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and Pat take listener calls that reveal the importance of strategy, trust, and risk management in retirement planning. They begin with a caller asking about complicated yield notes, sparking a discussion on…
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Can We Catch Up? New Gym, New Programs, New Race Sign Up!
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It's been a minute since we caught up on life. Let's chat about my new studio gym, new Ignite 30 Program (EEK!) and the 50K race I may have signed up for! IGNITE 30: COMING SOON: Email [email protected] to get on the 1st to sign up list! --- Need Magnesium? Try RnA ReSet Magnesium: https://rnareset.com/?ref=FWW Use Code "FWW" for 10% Off! …
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Confused about Stock Price Movement? Listen to this!
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Confused by wild price swings? Here's a repeatable, 3-step playbook to make faster, calmer buy, hold, and sell decisions—without guessing. By the end, you’ll be able to separate noise from news, stress-test a shaky position, recognize when a “bad” quarter is actually better than feared, and act with conviction—whether that means trimming, adding, o…
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Should We Convert to a Roth or Leave It for the Kids to Inherit?
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (Sm…
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FEATURING: John McCarthy ORGANIZATION: Purpose Promise Is retirement really the end of your impact—or the perfect time to “refire” your purpose? In this powerful conversation, Jim Brangenberg talks with John McCarthy, founder of Purpose Promise, about how believers over 55 can turn retirement into a season of legacy, wisdom transfer, and renewed ca…
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5 Lessons That Changed My Mindset Around Money
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📈 Are you on track with the Baby Steps? Get a free personalized plan. Sometimes religion feels like a taboo topic, but around 85% of the global population is religious in some way. So today, I want to share five ways my faith has influenced the way I view and handle money. Next Steps: 🎥 Watch my video 5 Powerful Ways to Redefine Wealth (It’s Not Ju…
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Deep Dive on Bank of America Credit Cards (Up to 5.25% Cash Back)
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#247: Chris dives into Bank of America’s credit card lineup and why he has 5 different BoA cards right now. He'll go over how the Preferred Rewards program can help you earn unlimited 3.3% back on everything. Finally, he also covers approval rules, credit limits, unique perks like free museum access, and more. Link to Full Show Notes: https://chris…
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Mailbag: RVs, Life Insurance, 401(k)s, Roth Options, Money Fears & Inheritances
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Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com The mailbag is open! In this episode, Lee tackles real-world listener questions that hit on some of the most common dilemmas retirees face. First up: should you buy that RV with debt, or withdraw from your IRA and take the tax hit…
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Should I Move to a Low Cost Brokerage Firm?
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19:31
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Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are? Have a money question? Email us here Subscribe…
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Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 19 September 2025. The topic for this week is: What is a testamentary trust and why might you need or want it in your Will? Luke is joined by Leon of 2CC explore how a testamentary trust can provide you with greater certainty and protection in your…
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Serene Lewis: Retired at 50. Ready to help you do it, too.
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As a retirement coach, Serene Lewis helps people identify and set reachable goals in the areas of money, mindset and community. Often we think about retiring "someday" but having a plan makes it real and can make it happen sooner. Especially in uncertain times, you may be facing retirement or a big change sooner than you expected. Serene says, "I’v…
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Jason Kriese: VP at Salesforce goes back to school
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Jason Kreise shares a his massive evolution from corporate life as an executive to going back to school in order to better align his time and efforts with his values of service. Jason was an operations leader and user experience advocate who can effectively manage the integration of complex design efforts into engineering organizations. As VP of De…
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Q&A: My Friend Won’t Invest - How Can I Help?
1:16:47
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#645: Mike (02:50): After 15 years of intentional living, Mike is 80 percent of the way to financial independence. Now he’s trying to help friends take control of their own financial future. But what happens when one spouse is eager to learn and invest, while the other isn’t interested? Michael (27:07): For two years, Michael has tracked his net wo…
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The 6 Domino Effects of NOT Doing a Roth Conversion
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25:28
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Should you convert your IRA to a Roth IRA, or is it better to leave your money where it is? In this episode of the I Love Annuities Podcast, Jeremiah Konger and Zachary Van Es break down the pros and cons of Roth conversions, the benefits of staying with a traditional IRA, and how this decision impacts your retirement income, taxes, and legacy.We c…
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How to Legally Avoid Capital Gains Tax and Keep More Wealth in the Family
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11:49
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👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Ted Gudorf, a certified estate planning attorney, highlights the crucial role of capital gains tax planning in protecting family wealth. He explains key concepts such as unreal…
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Roth vs. Traditional IRA – Which One Really Saves You More?
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Is a Roth IRA really better than a traditional IRA? The truth is... it depends on your tax situation. In this video, you’ll learn why your current tax bracket versus your retirement tax bracket should drive your decision, not blanket advice. Most retirees pay less in taxes later in life, which creates opportunities for smart strategies like tax arb…
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Should I Convert My Traditional IRAs to Roth?
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I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it? Have a money question? Email us here Sub…
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Rob Lowe Names Names: The Power of ‘Screw It’
1:02:21
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Hey Optimists! We’re taking a little hiatus, but exciting things are coming your way! We’ll be back on October 21 with some amazing new episodes that we can’t wait to share. In the meantime, take care of yourself, enjoy the little moments, and remember—good things are just around the corner. See you soon! - Team Simon _____________________ We don’t…
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