The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
…
continue reading
Financialplanning Podcasts
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
…
continue reading
On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can ...
…
continue reading
The podcast for finance professionals tasked with taking their businesses to new heights.
…
continue reading
1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
70
180
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
…
continue reading
CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
…
continue reading
Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
…
continue reading
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
…
continue reading
…
continue reading
Learn everything you want to know about Infinite Banking, Leveraging Life Insurance, Real Estate, Bitcoin, Bitcoin mining and ways to skyrocket your wealth. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods simply do not work. Join Dan on his journey to finding the most predictable, wealth building investments that Wall Street won't tell you about. Don't miss the Wise Money Tools Podcast--with ...
…
continue reading
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you're working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It's time to redefine what it means to have a richer life.
…
continue reading
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
…
continue reading
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 ...
…
continue reading
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
…
continue reading
Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
…
continue reading
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.
…
continue reading
1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26724
Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
…
continue reading
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
…
continue reading
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
…
continue reading
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you're on your way to retirement or already there, these shows will educate and entertain you on your journey.
…
continue reading
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you've been putting off your financial to-do ...
…
continue reading
Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
…
continue reading
Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
…
continue reading
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
…
continue reading
The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
…
continue reading
"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, thi ...
…
continue reading
Confident Federal Retirement is the retirement podcast for federal employees who want to retire from federal service without guessing. If you're within about 5–10 years of retirement and worried about picking the wrong date, misunderstanding your pension, or messing up TSP and Social Security, this show is for you. In each short, focused episode, I break down FERS, CSRS, TSP, Social Security, FEHB, FEGLI, and retirement taxes into clear decisions you can actually act on, without jargon or sp ...
…
continue reading
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
…
continue reading
4
Intentionally Vicarious: Having more fun than anyone else you know! - Self-Actualization - Lifelong Learning - Think About It - Explore - Try New Things - Life A Full Life
Todd Youngblood: Learning to have more fun than anyone else you know. - Sel
1100
You've got a good job, you're paying all the bills, you've got awesome people in your life... Now what? What else??? What next??? How on earth do you sort through all the options of fulfilling, exciting things you COULD do? You gotta' be intentionally vicarious... Listen to in-depth stories of what other successful people are doing to reach self-actualization!
…
continue reading
This podcast is the place for entrepreneurs who want to learn the actionable strategies and steps needed to make more money and build wealth in alignment with authentic Jewish values. Join certified life and money coach and multi-6-figure business owner Debbie Sassen each week as she shares the exact strategies and resources you need to change your relationship with money, close more sales, and move from scarcity to abundance. Learn how to invite G-d into your business while you dissolve the ...
…
continue reading
Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of ex ...
…
continue reading
The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client's unique financial situation so they can rebuild it to fit their ideal lifestyle.
…
continue reading
20/20 Money is the top podcast for optometrists, private practice owners, and ODs who want to master optometry practice management, financial planning, and long-term business strategy. Hosted by Adam Cmejla, CFP®, the show delivers practical guidance on everything that affects the profitability, growth, and value of your optometry practice. Episodes cover: • Optometry practice management & operations • Financial planning for optometrists • Practice growth strategies & profitability tips • Se ...
…
continue reading
Find out what it means to "Retire Your Way" by subscribing and listening to ILG Financial's podcast. You'll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial's 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who've successfully managed money through some of the most difficult times in history. C ...
…
continue reading
The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
…
continue reading
In the Financial Crossroads podcast, Rand Spero shares stories about people adapting during their personal transition.
…
continue reading
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
…
continue reading
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
…
continue reading
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
…
continue reading
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
…
continue reading
It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you're doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
…
continue reading
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
…
continue reading
Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
…
continue reading
1
Ep 368 - The Retirement Lie You've Never Questioned
4:14
4:14
Play later
Play later
Lists
Like
Liked
4:14
…
continue reading
Longtime Keen on Retirement listeners and friends of the firm are probably familiar with The Big Hat. Matt Wilson, our Chief Investment Officer and President, is the proud owner of an oversized Dow 100,000 cap that he wears on our show from time to time. And when folks visit our offices, such as during our annual Holiday Breakfast, they often spot …
…
continue reading
1
The First Year of Retirement: 5 Must-Do Steps for a Strong Start
11:16
11:16
Play later
Play later
Lists
Like
Liked
11:16
Kick off your retirement with confidence! In this episode, we reveal the powerful "first year rule" and the five must-do steps to creating healthy habits with your finances, lifestyle, and well-being. Discover why these areas set the stage for lasting fulfillment, and what most retirees overlook. If you want to thrive from day one, click play! Here…
…
continue reading
1
Retirement Sabotage: The Mistakes That Add Up
26:27
26:27
Play later
Play later
Lists
Like
Liked
26:27
Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement, and how to make sure it doesn't happen to you. Tune in to learn how small, proactive planning choices can protect confidence, income, and peace of m…
…
continue reading
1
Mailbag: DIY Financial Planning, Stock Picking and Taking Risk
11:05
11:05
Play later
Play later
Lists
Like
Liked
11:05
In this special Mailbag episode, Mark responds to real listener questions that get to the heart of retirement planning. The conversation explores how risk changes in retirement, why income reliability matters more than market timing, and how to balance financial efficiency with peace of mind. Mark also explains why working with the right advisor ca…
…
continue reading
1
Neurodivergence, Money, and Luxury Cruising with Dr. Krystal Sodaitis
33:04
33:04
Play later
Play later
Lists
Like
Liked
33:04
In this episode of "Money Meets Medicine," Dr. Jimi Turner interviews Dr. Krystal Sodaitis, a physician, executive coach, and luxury cruise podcaster. They discuss the challenges and strengths of neurodivergent physicians, including how ADHD and dyslexia can impact financial decisions. Dr. Sodaitis shares strategies for managing impulsivity and hig…
…
continue reading
1
Why Retirement Planning Gets More Difficult With Every Year You Wait
12:17
12:17
Play later
Play later
Lists
Like
Liked
12:17
What's the most expensive retirement mistake people make—without even realizing it? Waiting too long to start. In this episode, the team dives into why starting early matters more than how much you save, and how the power of compounding can quietly do the heavy lifting over time. From jaw-dropping examples of small contributions turning into seven …
…
continue reading
1
RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know
17:42
17:42
Play later
Play later
Lists
Like
Liked
17:42
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/ ⭐️⭐️ RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know Are you approaching retirement or wondering how to withdraw from your RRSP without handing hal…
…
continue reading
On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most powerful tools in investing. Using historical data, they show why a globally diversified portfolio has a long history of positive long-term performance and why holding cash may be riskier than most investors realize. They highlight common…
…
continue reading
1
3 TSP Withdrawal Mistakes That Trigger Surprise Taxes |Ep 125
7:15
7:15
Play later
Play later
Lists
Like
Liked
7:15
If you're a federal employee within 5–10 years of retirement, how you take money out of your TSP can quietly add thousands of dollars in extra taxes over your lifetime. It's not just about growing the balance, it's about coordinating your pension, Social Security, and TSP withdrawals so you actually keep more of what you've saved. In this episode o…
…
continue reading
1
195: 2026 Business Forecast for Entrepreneurs: Leadership, Money, and What Really Matters
42:24
42:24
Play later
Play later
Lists
Like
Liked
42:24
Leadership, Money, and Business in 2026 What will it really take to lead, earn, and build sustainably in 2026? In this solo episode, I share my reflections on the shifts I'm seeing in business, money, and leadership as we head into a new year. We talk about trust, integrity, community, AI, and why courageous, values-led leadership matters more than…
…
continue reading
1
127: Conversations That Count: Money, Values, and Clarity with Carl Richards
36:05
36:05
Play later
Play later
Lists
Like
Liked
36:05
"In a life well lived, there's always going to be more things you may want to do than you can do with time, energy, money, and attention." -Carl Richards Stephanie and Kevin welcome Carl Richards, creator of the iconic "Sketch Guy" column in The New York Times, for an inspiring conversation about his latest book, "Your Money: Reimagining Wealth in …
…
continue reading
1
It made me angry ...until it made me embarrassed …and then I got motivated
6:39
6:39
Play later
Play later
Lists
Like
Liked
6:39
Speaking of unintended consequences... We all need to be aware of the "Benefits Cliff." It just might be the most perverse scenario that creates a really, REALLY massive disincentive to the working poor.By Todd Youngblood
…
continue reading
1
Ep 367 - The Comeback of Dividends — in Bitcoin
4:33
4:33
Play later
Play later
Lists
Like
Liked
4:33
…
continue reading
1
Rewind^3: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan
1:18:40
1:18:40
Play later
Play later
Lists
Like
Liked
1:18:40
Welcome to this episode rewind of 20/20 Money! In keeping with tradition of years past, I'm bringing back this episode yet again. If you are a long-time listener of the show, I still think it's worth listening to these episodes and other repeat episodes, whether it's on my podcast or other podcasts, for two reasons. Number one, the host of the show…
…
continue reading
1
Ep 366 - Bitcoin Mining Is Safer Than Buying
4:14
4:14
Play later
Play later
Lists
Like
Liked
4:14
…
continue reading
1
Maximize Generosity and Minimize Tax Surprises, Ep #252
31:20
31:20
Play later
Play later
Lists
Like
Liked
31:20
The holiday season inspires generosity, but smart gifting can go far beyond festive moments and gifts under the tree. On the show this week, we're digging into the world of gifting strategies, just in time for the end of 2025. Whether you're navigating last-minute holiday shopping, planning gifts for loved ones, or looking to maximize your charitab…
…
continue reading
1
TSP 2026: New Roth Rules Federal Employees Must Know |Ep 124
9:45
9:45
Play later
Play later
Lists
Like
Liked
9:45
Big changes are coming to your Thrift Savings Plan in 2026, especially if you're a federal employee in your 50s or 60s who's using catch‑up contributions. A single line on your 2025 W‑2 will determine whether your extra TSP savings in 2026 are forced into the Roth side of the plan. That can quietly shrink your paycheck, change your tax picture, and…
…
continue reading
1
Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
31:15
31:15
Play later
Play later
Lists
Like
Liked
31:15
Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an adviso…
…
continue reading
1
540: Freedom After 50: The Quiet Fear Beneath Retirement (and How to Outsmart It)
20:33
20:33
Play later
Play later
Lists
Like
Liked
20:33
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan Dangers of letting the news cycle shape your outlook Why retirees often search for a "true sage" — and why that search fails The "Yada" reflective fr…
…
continue reading
1
Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
33:48
33:48
Play later
Play later
Lists
Like
Liked
33:48
In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
…
continue reading
1
MFA PODCAST 15 Get Ready For The Santa Claus Effect
10:08
10:08
Play later
Play later
Lists
Like
Liked
10:08
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future result…
…
continue reading
1
Jimmy Changes Jobs (Academics to Private Practice)
34:56
34:56
Play later
Play later
Lists
Like
Liked
34:56
In this episode of "Money Meets Medicine," Dr. Jimmy Turner shares his journey transitioning from nearly 20 years at Wake Forest to a private practice role at Iredell Memorial Hospital. He and host Justin Harvey discuss the professional, financial, and personal factors behind the move, including healthcare consolidation, contract negotiation, and w…
…
continue reading
As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap. From strong equity returns and surprise leadership from international markets to the continued dominance of AI, this episode breaks down what actually mattered and what investors may be underestimating he…
…
continue reading
1
Your Family Recipes Are a Legacy: Preserving Tradition Through Food
29:04
29:04
Play later
Play later
Lists
Like
Liked
29:04
In this heartfelt episode, Mark welcomes Chef and culinary storyteller Bill Poulson to explore how food becomes a powerful part of our family legacy. Bill shares warm memories of simple childhood meals like Velveeta cheese and grilled sandwiches that created a sense of comfort, safety, and belonging. Today, he's preserving those traditions by digit…
…
continue reading
1
#722: Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?
55:38
55:38
Play later
Play later
Lists
Like
Liked
55:38
On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it really takes (financially and personally) to transition from general dentistry to a specialty. They explain why understanding lifestyle and location tradeoffs is just as important as analyzing income potential, what it means to be "work …
…
continue reading
1
New Tax Law: 4 Years To Lower Your Retirement Taxes |Ep 123
14:56
14:56
Play later
Play later
Lists
Like
Liked
14:56
If you've built up real money in your TSP, IRAs, or 401(k)s, a new tax law just quietly handed you a four‑year window to lock in lower taxes for the rest of your retirement. Starting with the 2025 tax year, retirees 65 and older get an extra "senior deduction" of up to $6,000 per person, on top of the regular standard deduction and the normal over‑…
…
continue reading
…
continue reading
1
My most impactful books I read during 2025 (and the lessons I've learned)
53:28
53:28
Play later
Play later
Lists
Like
Liked
53:28
In this reflective episode, we'll explore the most impactful books I've read in 2025. From exploring personal growth and professional evolution to sharing insights on leadership and success, I'll share the themes that shaped my year. I'll discusses the challenges and triumphs of balancing identity and ambition, hopefully offering valuable takeaways…
…
continue reading
1
FEHB In Retirement: Do You Lose Your Health Insurance? |Ep 122
8:23
8:23
Play later
Play later
Lists
Like
Liked
8:23
Federal employees ask this all the time: "When I retire, do I lose my health insurance?" In this episode of Confident Federal Retirement, I walk you through step by step through what really happens to your FEHB when you leave federal service. You'll learn how the five‑year rule works, what "immediate annuity" actually means, and how coverage under …
…
continue reading
…
continue reading
1
#721: Two Cents of 12/20 - Mixed Signals From The Market; Santa Claus Rally; Dental Trend Predictions
48:38
48:38
Play later
Play later
Lists
Like
Liked
48:38
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Will, and Rabih discuss mixed economic signals affecting today's markets, including recent unemployment, inflation data, and a potential Santa Claus rally. They also talk about major trends sha…
…
continue reading
In this final episode of 2025, Karl Eggerss takes a look back at what made this year so extraordinary for investors and markets. This includes some commentary on what were the outstanding areas of the market and what suffered. He also shares key considerations to keep in mind before making any trades in 2026. Plus, Karl offers a sneak peek into wha…
…
continue reading
1
Medicare Part B vs FEHB: Simple Rules for Feds |Ep 121
10:32
10:32
Play later
Play later
Lists
Like
Liked
10:32
Deciding whether to add Medicare Part B on top of your FEHB in retirement can feel like a guessing game. In this episode of Confident Federal Retirement, Tom Poltersdorf, CFP®, walks you through a simple, practical framework to decide what makes sense for your situation as a federal employee. You'll learn how Medicare and FEHB coordinate, when Part…
…
continue reading
1
Why Gratitude is the Ultimate Currency: Your Messages of Abundance & Thanks
27:10
27:10
Play later
Play later
Lists
Like
Liked
27:10
It's our favorite tradition of the year! In this special holiday episode, we step away from the spreadsheets and stock charts to focus on the "mental game" of money: Gratitude. We believe that an Abundance Mindset is critical for financial success. When you appreciate what you have, you make better spending decisions, feel less financial stress, an…
…
continue reading
1
Ep #259: Finding Your Right Career Fit with Lillian Turner
40:31
40:31
Play later
Play later
Lists
Like
Liked
40:31
Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're interested in the realities of career pivots, early leadership roles, and building a firm from scratch, this episode will be especially valuable. Listen in as …
…
continue reading
1
539: By the Numbers: The Real Math Behind Tax Gain Harvesting vs. Roth Conversions
30:38
30:38
Play later
Play later
Lists
Like
Liked
30:38
Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow? In this episode, we discuss: Why some retirees intentionally harvest capital gains How the 0% bracket really works When it may make sense to pay capital gains taxes now How to evaluate tax gain harvesting vs. Roth conversions using…
…
continue reading
1
What Investors Miss When Markets Stabilize But Policy Changes
28:58
28:58
Play later
Play later
Lists
Like
Liked
28:58
Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team discusses how inflation, interest rates, and longer lifespans are reshaping retirement strategies—and why investors may need to rethink traditional portfolio assumptions to stay ahead. You'll hear a clear update on year-to-date marke…
…
continue reading
1
TSP RMDs & Medicare IRMAA: 3 Smart Moves for 2025 |Ep 120
9:19
9:19
Play later
Play later
Lists
Like
Liked
9:19
If you're a federal employee, Required Minimum Distributions (RMDs) can stack on top of your other income, push you into higher tax brackets, and trigger Medicare IRMAA surcharges two years later. The result: surprise tax bills and higher Part B and Part D premiums just when you thought you were "done" working. In this episode of Confident Federal …
…
continue reading
1
Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
1:00:03
1:00:03
Play later
Play later
Lists
Like
Liked
1:00:03
This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails ca…
…
continue reading
1
Big Update: Welcome to Confident Federal Retirement |Ep 119
3:30
3:30
Play later
Play later
Lists
Like
Liked
3:30
After a short break from publishing, I'm back with a big update. My business and my planning work have become increasingly focused on helping federal employees make confident retirement decisions, and it's time for the podcast to reflect that. In this short episode, I share why I'm narrowing the focus, what's changing, and what you can expect from …
…
continue reading
1
Understanding IRMAA: How Your Income Impacts Medicare Premiums
13:44
13:44
Play later
Play later
Lists
Like
Liked
13:44
Many retirees are surprised to learn that Medicare isn't always as "set it and forget it" as they expected. In this episode, we demystify IRMAA, the income-related surcharge that can quietly reduce your Social Security check if your income crosses certain thresholds. What planning strategies can help reduce or avoid IRMAA altogether? Tune in to fin…
…
continue reading
1
The Retirement Barista: What Your Coffee Order Says About Your Investments
12:38
12:38
Play later
Play later
Lists
Like
Liked
12:38
Your coffee order might say something about your personality- but what does it say about your investment portfolio? In this episode of The Retirement Huddle, Mark uses a fun coffee-shop analogy to explain how different investor behaviors show up in real life- from playing it too safe to chasing the latest hype. But the conversation quickly goes dee…
…
continue reading
