Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
The Collective Impact Forum is here to share resources, tools, and stories to support social change makers working in cross-sector collaboration.
…
continue reading
“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
…
continue reading
You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and service ...
…
continue reading
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
…
continue reading
Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
…
continue reading
Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
…
continue reading
Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
…
continue reading
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
…
continue reading
Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
…
continue reading
The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
…
continue reading
Philanthropy Partnership - providing insight into philanthropic strategy and meaningful investment in impact.
…
continue reading
Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop. JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably. Don't miss an episode! Subscribe and follow. Learn more online at Belmont-Capital.com or on social: Facebook, Ins ...
…
continue reading
Corey Hodges is the owner and founder of Fortified Futures Wealth and Retirement Advisors. Corey and his team focus on wealth management and retirement strategies. “Fortify Your Future” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Listen to “Fortify Your Future Radio” Saturdays at 11:30 a.m. and Sundays at 8:30 a.m. on News Talk 94.5 WPTI!
…
continue reading
A community-organized series of interactive panels, talks, and networking taking place in Davos, Switzerland - and online - in parallel to the World Economic Forum’s Annual Meeting.
…
continue reading
Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
…
continue reading
Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
…
continue reading
Welcome to Empower Your Retirement podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexities ...
…
continue reading
This isn't just another nonprofit podcast - it's your weekly invitation to think bigger, take bold risks, and create lasting change in an ever-evolving social impact landscape. Meet Dana Snyder, your guide through the evolving landscape of nonprofit innovation. She's on a mission to help change-makers like you push the boundaries of what's possible in nonprofit marketing and fundraising. Each week, Missions to Movements serves as your personal mastermind session, delivering actionable insigh ...
…
continue reading
The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
…
continue reading
Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
…
continue reading
The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subsc ...
…
continue reading
Good For Others highlights positive change-makers from various charities to inspire and motivate people to volunteer and get involved in their communities. With interviews of major philanthropists, nonprofit leaders, and incredible volunteers, we share stories about how nonprofits are solving critical needs throughout the world.
…
continue reading
A podcast for leaders in the social sector who want to deliver more impact through innovation. Each week we deliver tips on how you can be more innovative and speak to leaders from across the sector to share best practice.
…
continue reading
Let's face it, achieving great business results as an entrepreneur is rarely accomplished alone. There is always someone out there that can solve problems faster and easier than you can. What if you could leverage a strategic partnership or creative collaboration to accelerate the growth of your business? This show is all about how Chuck Anderson and his entrepreneur friends have leveraged partnerships and collaborations to increase our business results and make a BIG positive impact on othe ...
…
continue reading
Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
…
continue reading
When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
…
continue reading
Your weekly half-hour program about environmentally informed gardening. Each week we bring you a different expert, a leading voice on gardening in partnership with Nature. Our goal is to make your landscape healthier, more beautiful, more sustainable, and more fun.
…
continue reading
Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
…
continue reading

101
Stop, Collaborate and Listen! Collaborative Partnerships for Broader Impacts Design
Partnerships for Broader Impacts Design
The Collaborative Partnerships for Broader Impacts Design project aims to assist higher education institutions and informal science education organizations to develop robust partnerships through the design of education-based Broader Impacts. This podcast is our way of sharing key insights and lessons learned to support our university and science center colleagues in their endeavors to achieve broader impacts through partnerships around public engagement with science. All resources mentioned ...
…
continue reading
On Scaling Impact we’ll interview leaders in strategy and impact at mission driven organizations that have dramatically increased the level of impact at their organizations.
…
continue reading
Ask Christa! is the place where you can ask questions about how to work through business challenges and workplace issues. Each episode focuses on one common question and offers additional resources to learn more. Ask Christa! Business Questions, Straight Answers, Real Impact © 2025 Christa Dhimo in partnership with Impono LLC and 21st Century Strategies. Ask Christa! has a pending Trademark. All Rights Reserved.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Hello. Welcome to LocalLink Hub’s podcast, a show with local impact for global change. Locallink Hub is the localization and partnership initiative for Terre des hommes. Local Link Hub is a global online platform that provides free e-learning and capacity development resources for local and national actors. Through this platform, Terre des hommes aims to contribute to a power shift to localize aid, making the provision of aid more equal and sustainable. We support our local partners to becom ...
…
continue reading
Visual Eyes – The Community & Collaboration Podcast is your front-row seat to the stories, struggles, and successes of those working tirelessly to make the world a better place. Produced by the creative team at Visuals by Momo, and hosted by storyteller and nonprofit advocate Chris Baker, this podcast uncovers the human side of nonprofit work—one heartfelt conversation at a time. Every week, we sit down with nonprofit leaders, community changemakers, philanthropists, and purpose-driven busin ...
…
continue reading
Each of our podcasts discusses one episode of ”The Bond” TV show, which interviews experts in nature and sustainability topics. We discuss the impact on nature, our environment, our community and how the topics covered in the show impact our lives and relationships. From falconry to military jets, NASA, cow therapy, dog training, cat breeding, rescue shelters, spearfishing, and PTSD therapy dogs kayak with veterans...all these experts have some way they impact us. Join us for engaging topics ...
…
continue reading
The South Asian American Justice Collaborative ("SAAJCO") is a civil rights and legal services nonprofit dedicated to advancing the civil and human rights of the South Asian diaspora in the U.S. through Direct Legal Services, Community Engagement, and Impact Litigation. SAAJCO, in partnership with the South Asian American Policy & Research Institute (SAAPRI), presents the Engaged Communities Series—a multimedia initiative running from April 2025 to March 2026. This series features monthly we ...
…
continue reading
As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
…
continue reading
Projectified[R] is your guide to the future of project management. Created by Project Management Institute, this podcast is for people who lead strategic initiatives and collaborate on teams to deliver value to their organizations. It features dynamic thought leaders and practitioners who share their real-world experiences and expertise to inform, inspire and prepare you for success.
…
continue reading
Conversations with people who are living with purpose and having a positive impact in our world. Host Steven Moe asks about their life journeys and what has shaped them into who they are today.
…
continue reading
Car crashes are the number one killer of teens in America, but many of us feel like it won’t happen to us. It Won’t Happen to Me is a podcast series produced by Impact Teen Drivers in partnership with the Office of Traffic Safety and the California Highway Patrol. Learn more about Impact Teen Drivers, our mission, and our programs at ImpactTeenDrivers.org.
…
continue reading
The official podcast of KRA Corporation. Discover workforce topics and trends you need to know on the go!
…
continue reading

1
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
Scott Arnell
The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing, Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their l ...
…
continue reading
Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
…
continue reading
Tyler Cowen engages today’s deepest thinkers in wide-ranging explorations of their work, the world, and everything in between. New conversations every other Wednesday. Subscribe wherever you get your podcasts.
…
continue reading
In this episode of Can Business Save the Planet?, Alex Schulze, CEO of 4ocean, sits down with Daniel Goetz, the founder of GoodPop, to discuss how businesses can drive environmental and social change. Daniel shares the inspiring story of GoodPop, which started as a college project and evolved into a successful business offering organic frozen treats. He talks about the company’s 15-year journey, including becoming a certified B Corporation, a designation that reflects GoodPop’s commitment to ...
…
continue reading

1
The Number One Retirement Fear Is Still Champ | Should We Follow What the Rich Guys Are Doing? | Bill Murray Talks About a Financial Frustration | When Your LTC Policy Becomes Unaffordable
57:15
57:15
Play later
Play later
Lists
Like
Liked
57:15On this episode: Some studies say people would rather die than run out of money. Golden Reserve can help with our Income Forecast. The "rich guys" sold stock to bolster their cash reserves. Should you do the same? Long Term Care policies are expensive, and the rates keep going up. What can you do? See omnystudio.com/listener for privacy information…
…
continue reading

1
Are You Ready for the Market’s Next Move? | Understanding RMDs | Vegas vs. The Market: Which has Better Odds? | Bill Murray Doesn’t Like Fees
50:25
50:25
Play later
Play later
Lists
Like
Liked
50:25On this episode: Some say we’re on the verge of a recession, some say otherwise. Is your portfolio ready for whatever the Market does next? What is a riskier proposition: Gambling in Vegas or being heavily invested in the Stock Market? Is Your Retirement Plan Ready for Long-Term Care Challenges? Bill Murray doesn't care for this particular fee. See…
…
continue reading
Summary In this episode of Ask Christa, Christa Dhimo explores the complexities of imposter syndrome—which is actually and originally called imposter phenomenon—and humility. She distinguishes between the two concepts, explaining that imposter phenomenon is a feeling of self-doubt regarding one's achievements, often attributing success to external …
…
continue reading
MillionAir interview with Priscilla Howden and Rey Reynolds. You may not realize that a gas station for private jets and military operations has gone green ahead of schedule to be carbon neutral. Watch the original video interview here: Arabic: https://youtu.be/pkUEhzwsK40 Spanish: https://youtu.be/FUeMWaEpETo Italian: https://youtu.be/pjBQwe5iPUc …
…
continue reading

1
Housing, Partnerships, Green Shoots and Challenges: Panel with Ali Hamlin-Paenga, Paul Gilberd, Cate Kearney and Steven Moe
43:19
43:19
Play later
Play later
Lists
Like
Liked
43:19In this panel discussion we get to hear on Housing in Aotearoa New Zealand from the following speakers at the New Zealand Green Building Council Housing Summit held on 7 May 2025 (more on NZGBC is here): Ali Hamlin-Paenga - Chief Executive of Te Matapihi (Site: https://www.tematapihi.org.nz) Cate Kearney - Chief Executive of Ōtautahi Community Hous…
…
continue reading

1
Checking In On Our Market Projections: Bitcoin, Real Estate & Gold Prices!!
19:33
19:33
Play later
Play later
Lists
Like
Liked
19:33Send us a text The markets have been on a wild ride since the presidential election, and we're taking a moment to check in on how our predictions have played out over the past six months. Remember when we projected gold would see an immediate dip after the election before continuing its climb toward $3,200? Well, that initial prediction was spot on…
…
continue reading
Few understand both the promise and limitations of artificial general intelligence better than Jack Clark, co-founder of Anthropic. With a background in journalism and the humanities that sets him apart in Silicon Valley, Clark offers a refreshingly sober assessment of AI's economic impact—predicting growth of 3-5% rather than the 20-30% touted by …
…
continue reading
Co-founder of Pollinator Pathway, Louise Washer saw this project go viral, spreading from one Connecticut community to nationwide in just 8 years. Listen as she shares the approach that has made her other environmental activism so effective.
…
continue reading

1
From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085)
1:28:07
1:28:07
Play later
Play later
Lists
Like
Liked
1:28:07My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined. Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital cou…
…
continue reading

1
The Habit of Asking: Shifting to a Recurring-First Mindset
19:54
19:54
Play later
Play later
Lists
Like
Liked
19:54Did you know that only 3% of charitable giving in the U.S. happens on a recurring basis, and moving that needle to just 5% could unlock $9 BILLION in annual funding for nonprofits?! Today I’m sharing my keynote from the 2025 Monthly Giving Summit and pulling back the curtain on what it really takes to stop treating recurring giving like a side hust…
…
continue reading
Jim Cipriotti delves into the impact of market volatility on investments, particularly in light of recent tariffs imposed by President Trump. Jim discusses the emotional responses of investors, the importance of maintaining a long-term perspective, and strategies for navigating retirement planning amidst financial uncertainty. The discussion also h…
…
continue reading
In this episode, John Blanchard discusses the intricacies of retirement planning, focusing on Roth conversions and the implications of good versus bad debt. He emphasizes the importance of timing and strategy in converting traditional IRAs to Roth IRAs, as well as the potential tax benefits. The conversation also delves into the concept of leveragi…
…
continue reading

1
How to Minimize Taxes on Your Retirement Savings
11:07
11:07
Play later
Play later
Lists
Like
Liked
11:07Retirees can save thousands in taxes by strategically planning their Required Minimum Distributions (RMDs). Frankie Guida highlights the impact of RMDs on retirement savings and the potential for tax-efficient legacy planning through strategies like Roth conversions. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to registe…
…
continue reading

1
Navigating Tariffs: What It Means for Your Retirement
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stab…
…
continue reading

1
Get Off the Couch! Spend MORE in Retirement!
13:56
13:56
Play later
Play later
Lists
Like
Liked
13:56We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE! Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listener for pr…
…
continue reading

1
The Bucket Strategy can help with uncertainty
14:57
14:57
Play later
Play later
Lists
Like
Liked
14:57With uncertainty in the market and the future of Social Security, Jim Fox tells us that it comes down to something more simple than all of that... planning. Specifically, what buckets you have your money in. Let Jim help you get your money and buckets sorted on this week's episode of Financial Straight Talk! Ready to connect with Jim today? Get som…
…
continue reading

1
How to Transition into Retirement AND Big Purchase Concerns
7:50
7:50
Play later
Play later
Lists
Like
Liked
7:50In this conversation, Abe Ashton discusses the essential aspects of retirement planning, emphasizing the importance of understanding one's income needs, exploring hobbies and interests post-retirement, and making informed decisions about big purchases. He shares insights from client interactions, highlighting the need for proactive planning and the…
…
continue reading
In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially in volatile markets. He shares his personal motivation for helping clients navigate retirement, emphasizing the need for a solid income plan and the challenges surrounding Social Security. The conversation also highlights the s…
…
continue reading

1
Is There a Perfect Time for Roth Conversions
7:04
7:04
Play later
Play later
Lists
Like
Liked
7:04In this conversation, the hosts discuss the parallels between the excitement of the Kentucky Derby and the journey towards retirement. They delve into the complexities of Roth conversions, the implications of taxes on retirement savings, and the importance of professional guidance in navigating these financial decisions. The discussion highlights t…
…
continue reading

1
Navigating Retirement: Fees, Markets, and Planning
24:33
24:33
Play later
Play later
Lists
Like
Liked
24:33In this episode of Retirement For Living, Taylor Lee discuss critical aspects of retirement planning, including the impact of hidden fees in retirement accounts, market trends, and the importance of having a comprehensive retirement plan. He also shares personal insights and updates, emphasizing the need for strategic financial planning to navigate…
…
continue reading

1
You Need Your Money to Grow, But Do You Need the Stock Market to Do It?
10:18
10:18
Play later
Play later
Lists
Like
Liked
10:18Many of us have resigned ourselves to: You need your money to grow, so I have to be in the stock market.... Is that true? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
…
continue reading

1
Is Your Retirement Plan Built on Outdated Rules?
13:56
13:56
Play later
Play later
Lists
Like
Liked
13:56Have you considered how the outdated 4% rule could impact your retirement? Jon Hicks delves into the revised 4.7% rule by William Benjamin, emphasizing the risks of relying solely on market returns averaging 9%. He scrutinizes the sequence of returns risk, explaining how early losses can drastically reduce retirement savings. Jon also discusses the…
…
continue reading
Ever wondered how retirement planning is like picking the perfect avocado? Certified Financial Planner Mike Douglas explores the balance between enjoying life now and saving for the future. It emphasizes the importance of making the most out of healthy years and not delaying gratification too much, while also ensuring financial security for later y…
…
continue reading

1
Tax Planning in Retirement vs. Working Years
14:18
14:18
Play later
Play later
Lists
Like
Liked
14:18Lawrence Kiely and Samantha Nash explain the complexities of tax planning, particularly focusing on the differences between tax strategies during working years and retirement. They highlight the importance of proactive tax planning, the implications of Roth conversions, and the impact of required minimum distributions (RMDs) on retirement savings. …
…
continue reading
In this conversation, the speakers discuss the current economic outlook, particularly the potential for a recession and its implications for retirement planning. They emphasize the importance of portfolio management in uncertain times, highlighting the risks posed by inflation and the need for guaranteed income streams to ensure financial stability…
…
continue reading
In this conversation, Ken and Nick Tumolo discuss the emotional impact of market volatility on retirement planning. They use a metaphor of a rancher and wild horses to illustrate the importance of making timely decisions in investing. The discussion emphasizes the need for a comprehensive retirement plan that goes beyond just having a 401k, address…
…
continue reading

1
How to Truly Enjoy Your Retirement: Insights on Psychological Regrets
12:50
12:50
Play later
Play later
Lists
Like
Liked
12:50Retirement regrets can overshadow the joy of retirement. Abe Abich breaks down the three biggest psychological regrets retirees face: not using money as a tool, worrying about running out of money, and waiting too long to enjoy life. Learn how to transform savings into a fulfilling retirement plan. Schedule your complimentary appointment today: The…
…
continue reading

1
Ask Christa! How Do I Startup a Business?
10:12
10:12
Play later
Play later
Lists
Like
Liked
10:12Summary In this episode of Ask Christa, Christa Dhimo discusses the essential steps to starting a business, emphasizing the importance of understanding one's feelings about and commitment to the business idea, creating a strong foundation, and utilizing available resources. She highlights the various funding options and the significance of addressi…
…
continue reading

1
Profit, Purpose, Planet: Where Philanthropy Meets Ocean Impact
40:17
40:17
Play later
Play later
Lists
Like
Liked
40:17In this episode of Can Business Save the Planet?, 4ocean co-founder Alex Schulze sits down with Peter Nicholson Jr., founder and CEO of WCPD. They explore how strategic tax planning can be a powerful tool to fund ocean cleanup, climate solutions, and grassroots conservation. Peter shares his journey from Nova Scotia to the Bahamas and how evolving …
…
continue reading
On this week's episode: Have the markets hit their low point? Are you moving money or riding this out? Death by 1,000 financial cuts. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystu…
…
continue reading

1
Should You Be Moving Money Around in This Stock Market? | Did Your Financial Advisor Cover It…or Cover It Up? | How Uncle Sam Sees You as a Tax Mule | What has Better Odds, the Stock Market or Las Vegas ...
58:12
58:12
Play later
Play later
Lists
Like
Liked
58:12On this episode: In retirement, should you be in the stock market at all? THIS could cost you $300 thousand or more in retirement. Uncle Sam looks at your 401(k) like a big juicy steak. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener f…
…
continue reading

1
Standing Up: Your Rights with ICE and Law Enforcement!
10:23
10:23
Play later
Play later
Lists
Like
Liked
10:23Join us for an essential discussion on understanding your rights when interacting with law enforcement and immigration authorities. Whether facing a police stop, an ICE encounter, or another law enforcement interaction, knowing your rights can make all the difference. Legal experts will provide clear, actionable information to help you stay informe…
…
continue reading

1
Navigating the Early Days of the Trump Administration 2.0
24:14
24:14
Play later
Play later
Lists
Like
Liked
24:14In this first episode of the Engaged Communities Series, moderator and civil rights attorney Sufyan Sohel leads a timely discussion with Amol Sinha, Executive Director of ACLU of New Jersey whose chapter is currently involved in the Mahmoud Khalil's high-profile immigration case and Kalpana Peddibhotla, Executive Director of South Asian American Ju…
…
continue reading

1
20 The Bond Report Hero On The Water helps Dogs Kayak with their PTSD Owners for Nature Therapy
20:00
20:00
Play later
Play later
Lists
Like
Liked
20:00If you are a first responder or a vet or even a family member, you can join the Heroes on the Water program which helps you bond with nature by allowing your dog to kayak with you. Be as "alone" or "with people" as much as you want to be. Healing is a choice. Want to see the original Video Interview of The Bond? Arabic: https://youtu.be/vXHg4-sMXgM…
…
continue reading

1
Ask Christa! Adapting to Change as a SUPERPOWER!!!
17:27
17:27
Play later
Play later
Lists
Like
Liked
17:27Summary In this episode, Christa Dhimo addresses the challenges of managing necessary changes in the workplace. She emphasizes the discomfort that often accompanies change and offers strategies for reframing our approach to it. By focusing on adaptation rather than mere handling of change, individuals can find stability and growth opportunities. Ch…
…
continue reading

1
Kenneth Rogoff on Monetary Moves, Fiscal Gambits, and Classical Chess
1:00:34
1:00:34
Play later
Play later
Lists
Like
Liked
1:00:34Harvard economist Kenneth Rogoff approaches global finance with the same strategic foresight that made him a chess grandmaster. Author of the new book Our Dollar, Your Problem, Rogoff doesn't sugarcoat America's future: he foresees a significant inflation shock within a decade, far more severe than the post-COVID bout. When this second wave hits, h…
…
continue reading

1
A Low-Cost Swimming Pool that Saves Energy and Serves Biodiversity
29:01
29:01
Play later
Play later
Lists
Like
Liked
29:01Jennifer Campbell, a sustainable landscape designer in New Hampshire, built herself a natural swimming pool that saves energy, nurtures native plants, serves wildlife, and cost her only $10,000 to install.
…
continue reading

1
Building the Green Bond Market With No Playbook: Lessons From 500+ Deals in Sustainable Finance | Romina Reversi (#084)
1:27:16
1:27:16
Play later
Play later
Lists
Like
Liked
1:27:16My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…
…
continue reading

1
How to Get Your Nonprofit Featured in the Press with Gloria Chou
34:13
34:13
Play later
Play later
Lists
Like
Liked
34:13PR success can create a snowball effect for your nonprofit, ALL at once. But how do you do it? In this episode, I’m talking to former U.S. diplomat turned PR powerhouse Gloria Chou, who’s helped thousands of entrepreneurs and small organizations land over 10,000 media features without needing an agency, big budget, or insider contacts. Gloria share…
…
continue reading

1
Retirement Planning: The Essential Checklists
14:25
14:25
Play later
Play later
Lists
Like
Liked
14:25Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasize…
…
continue reading
In this episode, Jim Cipriotti discusses the current state of retirement planning amidst market volatility, focusing on the implications of bond market trends, the role of target date funds, and the increasing popularity of annuities. He emphasizes the importance of making informed financial decisions rather than emotional ones and provides insight…
…
continue reading

1
Five Essential Considerations for Retirement
16:26
16:26
Play later
Play later
Lists
Like
Liked
16:26Are you emotionally ready to retire and confident in your savings? Many people wonder if they can retire successfully, but it goes beyond financial readiness. Abe Abich dives into five essential considerations for retirement: emotional preparedness, financial stability, lifestyle planning, handling asset distribution, and aligning with your spouse'…
…
continue reading
In this episode of the Savvy Investor Podcast, Katherine Groce and Samantha Nash discuss the complexities of tax strategies, retirement income, and investment planning. They emphasize the importance of understanding market volatility and how it can present opportunities for long-term investors. The conversation also delves into the psychological as…
…
continue reading

1
How to Secure Your Financial Future in Uncertain Times
13:19
13:19
Play later
Play later
Lists
Like
Liked
13:19Retirement planning can feel like a roller coaster ride, especially in turbulent markets. It's crucial to adapt investment strategies as you near retirement to ensure stability. Frank and Frankie Guida share insights on how to manage investments during turbulent times, the necessity of portfolio reviews, and a real-life case study illustrating the …
…
continue reading

1
Important Things to Do (and Avoid) When Getting an Inheritance
7:43
7:43
Play later
Play later
Lists
Like
Liked
7:43Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
…
continue reading
This week on Retirement For Living, JoePat Roop discusses the role of gold in retirement portfolios, the complexities of annuities, and the importance of a personalized retirement roadmap. He emphasizes the need for secure income in retirement, the potential risks associated with gold investments, and the critical role of Social Security in funding…
…
continue reading

1
Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife
10:28
10:28
Play later
Play later
Lists
Like
Liked
10:28Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife We all were saddened by the shocking deaths of actor Gene Hackman and his caregiver wife Betsy. In this episode of Countdown to Retirement, Gregg MacInnis talks about the legacy planning strategies we can learn from the tragedy. Caregivers who look after loved ones ca…
…
continue reading

1
Hidden Fees: The Silent Retirement Killer
25:16
25:16
Play later
Play later
Lists
Like
Liked
25:16This week on Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding hidden fees in financial portfolios, the value of transparency in financial advising, and the mindset needed for a fulfilling retirement. He emphasizes the need for a customized retirement blueprint to ensure financial independence and confidence in …
…
continue reading