Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Planning To Retire Podcasts
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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Retire Smarter
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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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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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the nex ...
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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Call 913-814-9600 to see how we can protect your money. Bob Lindquist discusses how his proven strategies help protect the retirement plans for families in the Kansas City area.
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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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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.
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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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Helping you make your money last as long as you do.
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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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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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Welcome to The Gray Divorce Podcast. Join Divorce Financial Advisor and Retirement Planning Counsellor Andrew Hatherley and guest experts as they help late life divorcees build the financial foundation for a meaningful life after divorce. There is life after divorce!
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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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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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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.
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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 ...
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The airport bestsellers that captured our hearts and ruined our minds
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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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.
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person’s life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person’s life. So, don’t retire; become Repurposed.
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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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Retiring With Enough focuses on Simplifying Retirement through three main paths to a happy retirement: Money, Purpose and Freedom. Dr. Guidry maintains a CRPC™ (Chartered Retirement Planning Counselor) designation and has over 70 years of life experience with over 50 years investing experience as a DIY (Do It Yourself) investor.
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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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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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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Need a Better Plan to Retire in Three Years
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I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and I need a better plan to retire in three years. Have a money question? Email us here Subscribe to …
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What Seniors Need to Know About The One Big Beautiful Bill and Their Retirement Plans
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Well ... we were wrong. During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass with a different name. But, instead of the acronyms we're used to seeing lately, like the SECURE Act (Setting Every Community Up for Retirement Enhancement), President Trump and Congress stuck with the origina…
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How to Afford Long-Term Care Without Going Broke | Retirement Planning Tips
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Long-term care is one of the biggest threats to your retirement savings—but it doesn’t have to be. In this episode, Certified Retirement Counselor Miguel Gonzalez shares practical, cost-effective strategies to help you prepare for future care without derailing your financial plan. Cortburg Retirement Advisors is a boutique financial planning firm c…
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What’s next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here. Register here. ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time …
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#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE ...
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Andy and Lauren Hunt from Daybreak Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Their thoughts on the takeaways from 2025 annual Social Security Trustees report ( 7:17 ) Some of provisions in the pending One Big Beautiful Bill Act that are likely to impac…
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Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)
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In this episode of Retire with Style, Alex Murguia and Wade Pfau answer listener questions on retirement planning for high earners. They explore tax strategies like Roth conversions and qualified charitable distributions, and discuss how tools like life insurance and annuities can help hedge longevity risk and support a stable retirement income. Ta…
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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
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Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
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Send us a text In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s balanced, resilient, and aligned with your goals. We’ll break down sector diversification, strat…
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8 Questions to Ask Before Choosing an Estate Planning Attorney | Repair The Roof Podcast
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Thinking about estate planning? Ted Gudorf lays out exactly why your choice of attorney can make or break your plan. In this must-hear conversation, he shares eight pointed questions you need to ask every estate planning lawyer—from how they charge to how much experience they have. He also explains why setting up a trust is essential and why ongoin…
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In this episode Jeff discusses current economic events, ways to structure income in retirement, the difference between a big chain advisory firm and Premiere Retirement, and he answers listener questions.By Jeff Vogan
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Ep. 79 - Why Save & Invest (We’re just going to die anyway?)
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Saving money vs spending money - what are the benefits to both saving & spending? On this episode of Through The Pines, we talk to two certified financial planning professionals to get their opinion on saving vs spending: Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while knitting his new wighted blanket to he…
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458 One Big Beautiful Bill: What Retirees Need to Know
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In today’s podcast, I want to talk about the new One Big Beautiful Bill Act, recently passed and signed into law by the President on July 4th of this year. This legislation is significant for a couple of key reasons. First, it makes permanent one of the largest tax cuts in history—the Tax Cuts and Jobs Act (TCJA), originally passed in 2017 and prev…
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Brian Paid Off His Mortgage - Here’s What He Learned
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Should you pay off your mortgage or invest the money instead? We break down a powerful case study comparing two 30-year-olds with the same mortgage - one pays it off early, the other invests. You’ll also hear how Brian recently paid off his mortgage (finally!), plus we answer your questions on umbrella insurance, mega backdoor Roths, and how to bed…
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Global Market Rally and US-Japan Trade Deal Insights In this episode of Dividend Cafe, Brian Szytel reports from The Bahnsen Group's New York City office on a broad-based market rally occurring on July 23rd. Key highlights include the positive impact of finalized trade deals between the US and Japan, and the US and EU. US markets experienced a near…
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Trump's One Big Beautiful Bill: 9 Changes That Matter Most, Ep #115
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President Trump's "One Big Beautiful Bill Act" brings major tax changes, with some even scheduled to start this tax year. In this video, I break down the 9 most important provisions that could impact your finances, including:-Permanent TCJA tax rates and standard deductions-$6,000 senior bonus deduction (with income limits)-SALT deduction increase …
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084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska
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The "One Big Beautiful Bill Act" has just become law, bringing sweeping tax changes that will directly impact retirees and pre-retirees. From changes to itemized deductions and charitable giving to updates on Social Security taxation and estate planning, the impact is far-reaching. Today, Matthew Peck is joined by one of SHP Financial’s Certified F…
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, David and Chip share some heartwarming moments from a the recent “Night at Memorial” event, highlighting the character and generosity of several Husker players. Then, the conversation shifts to a new tax policy “torpedo” that could hit high-income earners hard, especially in blue states—along with smart strategies to avoid the hit. Plus, a look a…
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Should You Pay Off Your Mortgage Before Retirement?
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Is paying off your mortgage before retirement the right move? In this episode, Miguel Gonzalez, CRC, breaks down the key pros, cons, and strategies to help you make an informed decision. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retireme…
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After 34 years of working for the government I took an early retirement offer, am I good to never work again? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Make Money with Masculine Self-Leadership | Yousef Benhamida
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Yousef Benhamida is an American inventor, entrepreneur, and investor who built a multi-million dollar business, Humboldt’s Secret Supplies, from his apartment without a degree or external investors. After losing everything, Yousef rebuilt himself through a disciplined mindset and masculine self-leadership. He now dedicates himself to helping men ov…
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Send us a text In this episode, we dive deep into the rise of Artificial Intelligence—what it really is, how it’s already integrated into our daily lives, and why it’s one of the most transformational tools of the 21st century. From ethical concerns to the future of work, we explore how AI can either empower or overwhelm, depending on how we choose…
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Market Analysis and Federal Reserve Insights - Dividend Cafe, July 22nd In this Dividend Cafe episode, Brian Szytel from TBG New York City headquarters provides a comprehensive market update for July 22nd. He discusses the mixed market with the DOW rising, S&P staying flat, and Nasdaq falling. Factors affecting this trend include earnings reports a…
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In this episode, Grant and Bill discuss one TV personality's fears that could be in her future, tips on handling a big win, and the value of shopping around.By Grant Dorhout
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Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?
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In this episode of Retire with Style, Alex Murguia and Wade Pfau explore Treasury Inflation-Protected Securities (TIPS) and their role in retirement planning. They cover the history of TIPS, their tax implications, and how they help protect against inflation. The conversation also addresses the drawbacks of TIPS, current market conditions, and the …
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Send us a text There are several basic and essential rules of personal finance that should be learned and followed. NO ONE wants to reach retirement age with little or no money, and no way to catch up! If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…
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Protect Your Assets from Nursing Home Bills—Even If You Think It Is Too Late | Repair The Roof Podcast
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👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ Estate Planning and Elder Law specialist Ted Gudorf delves into the rising financial burden of nursing home care, detailing the typical missteps families make and sharing effective approaches to shield assets. …
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This Is Why Financially Ready People Struggle to Retire
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Even with a strong financial plan in place, many professionals find themselves hesitating at the retirement decision—stuck in the cycle of “just one more year.” The numbers say it’s possible, yet the fear of leaving behind a paycheck, a title, or a sense of purpose keeps them working long past the point of “enough.” This episode reframes retirement…
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The Role of Guaranteed Income in Retirement Planning
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On this episode of Your Retirement Radio Podcast, Kevin discusses the pressing concerns of retirees, focusing on taxes, guaranteed income strategies, and the importance of financial planning. The conversation highlights the challenges posed by market volatility and the necessity of having a solid retirement plan that can withstand economic fluctuat…
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With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Make Money to Retire Early | Walli Miller
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Walli Miller is a first-generation millionaire, financial coach, and early retiree who left her 9-to-5 before age 40. After a career in public service, Walli reached financial independence and now helps high-achieving, primarily first-generation women build wealth, create financial freedom, and design a life they love. Through her private coaching …
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Today's Post - https://bahnsen.co/414n2Lt Market Overview and Economic Insights: Dividend Cafe In this episode of Dividend Cafe, Brian Szytel stands in for David to provide a comprehensive update on market activities and economic indicators. Despite a quiet day, the Dow closed down 19 points, contrasting with record closes for the S&P and Nasdaq. I…
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Retirement Assumptions That May Need To Be Revisited
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You know the old saying . . . “Assume and take the risk of making an 'ass' of u and me”! On this episode we revisit and discuss a variety of retirement assumptions. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeT…
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Episode 78: Evaluating Private Market Investments in Retirement Plans
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In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss potential allocations, operational challenges, and the …
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Why Retirement Was Just the Beginning – Neal Lipschutz
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What’s next? Make time to design it. Early registration is now open for our next Design Your New Life in Retirement group program. The Very Early Bird discount ends on July 31st. Learn more here. Register here. __________________________ What comes after a long, successful career at the top of your field? More and more, people are redefining retire…
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Should You Chase Your Dream or Play It Safe? | Making a Millionaire
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Colin saved like a maniac in his 20s, building a $200,000 net worth by 28, but then literally analyzed himself out of a job. Now he’s deciding if he should jump head-first into financial coaching or keep the steady paycheck. We break down how to tackle big transitions, build a bulletproof emergency fund, and keep your long-term goals on track even …
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You’ve done the hard work. You saved consistently, built a seven-figure portfolio, and are ready to enjoy retirement. But even millionaire retirees can make mistakes that put their plans at risk. In this episode, Devin shares the five most common retirement mistakes he sees among high-net-worth clients. These include missing long-term tax planning …
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After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Make Money by Improving the Medical Industry | Dr. Erin Nance
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Dr. Erin Nance is a board-certified surgeon, multimedia powerhouse, and serial entrepreneur working at the evolving intersection of medicine, media, and technology. Running a thriving hand surgery private practice in New York City, she’s also the founder of Fuel Better Health (the first health-focused social media platform), host of The Medical Det…
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Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®
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This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence process. Steven emphasizes the importance of financial advisors maintaining clean books and being transparent a…
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John Alcock / NZ's First Bitcoin Property Transaction, Ep 479
48:06
48:06
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Sometimes the future doesn’t tap politely. It knocks, and while the instinct is to keep the door bolted, at some stage we need to do better. That’s what’s happening right now in New Zealand, as John Alcock aims to facilitate the country's first property sale powered entirely by a blockchain. Read more. Book in a free 15-min phone call with Darcy Un…
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Make Money with Strategic Planning | James Turk
28:12
28:12
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James Turk is an executive coach, keynote speaker, and CEO of The Turk Group—a boutique learning and development firm with over 25 years of experience. James designs and delivers leadership, sales, change management, and strategic planning programs for some of the world’s biggest brands, including Spotify, Squarespace, Goldman Sachs, and Equinox. H…
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"We’re 61 and 62 and just paid off our mortgage. Should we keep aggressively saving or start shifting toward preserving what we’ve already built?" We're answering YOUR questions on this week's Get Ready For The Future Show! I’ve got $500,000 in a 401(k), but I’m burned out and considering a career break. I’m 53 — can I step away for a while without…
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Send us a text Brian AKERS and Mark Diorio from Brookstone Capital Management discuss the mid-year market update. They highlight the market's resilience, noting the S&P 500's V-shaped recovery after a 12% drop in April. Despite geopolitical risks, the market has remained stable with inflation around 2.5%. They emphasize the importance of diversific…
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Ep 252. Anxious Gen X'ers Concerning Retirement
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11:53
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We discuss the latest tax provisions aimed at seniors, including a new $6,000 deduction that could mean little to no taxes on Social Security for many retirees. We also unpack the crypto tax changes buried in the “Big Beautiful Bill,” highlighting a key shift in how wash sale rules apply. Plus, a deep look at market patterns, the risks of an overva…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss 2025 medicare and your handbook. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calling…
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The Ohio Estate Planning Guide Audio Book | Repair The Roof Podcast
2:13:40
2:13:40
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👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ This conversation emphasizes the critical importance of updating your estate plan to ensure it meets your current needs and protects your loved ones. It covers the differences between wills and trusts, the impl…
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Make Money by Scaling and Exiting Businesses | Stephen Scoggins
32:34
32:34
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Stephen Scoggins is a serial entrepreneur, author, coach, and host of the Build podcast. Having once started his business while sleeping in his car, Stephen built his construction company from the ground up and successfully exited in late 2023, selling at just under nine figures. Now, he invests in other entrepreneurs, mentors high-performing found…
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Breaking Through Mediocrity: Reigniting Your Desire for Growth in Retirement
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25:00
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In this candid episode, Ben Taatjes addresses one of the most frustrating challenges in retirement coaching: convincing retirees to pursue growth instead of settling for mediocrity. Discover the common barriers that keep retirees from thriving and learn practical strategies to reignite your desire for life and purpose. This conversation challenges …
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What to Learn from the Worst Business Deal in History
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Today's Post - https://bahnsen.co/4f3mRWM Lessons from the AOL-Time Warner Merger: A Historical Business Failure In this episode of the Dividend Cafe, host David Bahnsen explores the infamous AOL-Time Warner merger of 2000, marking its 25-year anniversary. He delves into the history of both companies, the circumstances leading to the merger, and th…
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