A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
Retirement Fund Podcasts
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.
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
…
continue reading
…
continue reading
A large part of planning for the future starts with how you approach your finances today. Explore some of the basics of financial planning, tools for managing your money and ideas for sparking conversations with friends and family. Join Retirement System employees as they tackle the stigma around money and share their personal financial journeys.
…
continue reading
Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
…
continue reading
NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
…
continue reading
No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
…
continue reading
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 ...
…
continue reading
The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
…
continue reading
The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
…
continue reading
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
…
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
What you don't know CAN hurt you! Retirement is the most expensive purchase you'll ever make and, because you only get one shot, you better get it right. This show is dedicated to helping retirees and Baby Boomers learn what they need to know so they can make informed decisions and retire successfully. And best of all, we make it understandable! If you want to learn how to avoid some of the more common mistakes I've seen retirees and Boomers make over the last two decades, tune in; and if yo ...
…
continue reading
That Super Show brings you the latest news, insights and industry interviews to help Australian superannuation professionals improve retirement outcomes for Australians. Hosted by Sarah Penn, CEO of Mayflower Consulting, and Neil Benson, CEO of Superware.
…
continue reading
Fareed Zakaria GPS takes a comprehensive look at foreign affairs and global policies through in-depth, one-on-one interviews and fascinating roundtable discussions.
…
continue reading
Fed Legacy Podcast is your go-to resource for navigating federal retirement with confidence. Designed specifically for federal employees, this podcast provides expert insights, strategies, and practical guidance to help you retire on time while securing your financial future. From maximizing benefits to building generational wealth, Fed Legacy Podcast equips you with the knowledge and tools needed to make informed decisions and leave a lasting legacy. Tune in and take control of your retirem ...
…
continue reading
The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
…
continue reading
rich & REGULAR is the podcast for people who want to take charge of their money, pay off their debt, build their wealth, and live their best lives without being obsessed with money. Every week, Kiersten and Julien Saunders show you how money intersects with everything else in your life and teach you how to use it to your advantage. They share their insights and tips on how to make, save, and invest money in creative and unconventional ways. They also help you understand the big changes that ...
…
continue reading
Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
…
continue reading
Barry Ritholtz speaks with the people that shape markets, investing and business.
…
continue reading

1
Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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 ...
…
continue reading
Most nomads just relocate their hustle—freelancing, content grinding, or trading time for money on the road. We’re Tim & Carmela, the Income Investing Nomads. On Roaming Returns, we break down how to build hybrid income streams—dividends, value investing, strategic flips, and tax-smart strategies—that decouple your time from your income. So you can fund your freedom, travel full time (even in a van), and stop deferring your life. No hype. No one-size-fits-all dogma. Just real numbers, tested ...
…
continue reading
Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve ...
…
continue reading
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
…
continue reading
Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
…
continue reading
Every weekday, NPR's best political reporters are there to explain the big news coming out of Washington and the campaign trail. They don't just tell you what happened. They tell you why it matters. Every afternoon. Political wonks - get wonkier with The NPR Politics Podcast+. Your subscription supports the podcast and unlocks a sponsor-free feed. Learn more at plus.npr.org/politics
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
LawyerFI is here to empowers legal professionals to achieve financial independence. Join us as we explore the intersection of law and finance, providing valuable insights, tips, and strategies to help lawyers take control of their financial future. Our aim is to equip legal professionals with the knowledge and resources they need to thrive both in their legal careers and personal finances.
…
continue reading
Code WACK! shines a light on our callous healthcare system and what we can do about it. It reveals the healthcare hassles that - far from being just annoying - threaten our peace of mind, our financial security and at times, our very lives. Join us each week as we chat about the challenges that patients and healthcare providers face, amplifying their voices and examining a range of possible solutions, including Medicare for All. Powered by HEAL California, a project of the California OneCare ...
…
continue reading
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
…
continue reading
Help us improve this podcast with our short, 10 question survey (https://www.surveymonkey.com/r/VB6HLCT). Our hosts Susannah Streeter and Sarah Coles look at what's happening in the markets. In each episode they speak to the likes of fund managers and equity analysts to discover what's driving their portfolios, and their insight on what's happening in the world of investment. Plus unique sector guides, with interviews from guests across key industries. This podcast isn't personal advice. If ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
TDJ Equity Funding Insiders Podcast Welcome to the TDJ Equity Funding Insiders Podcast — where business owners and real estate investors get the real scoop on securing capital and scaling with confidence. Hosted by TDJ Equity Funding, we go beyond the surface to uncover the funding strategies banks won’t tell you, break down real-life lending scenarios, and bring in industry insiders who know how to move money and make things happen. Whether you're growing a business, flipping properties, or ...
…
continue reading

1
Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers
Dalene Higgins - Money Coach, Retirement Coach, CEO
The Podcast That Helps Gen Xers Retire Up to 5 Years Sooner Top 5% Personal Finance Podcast You’ve worked hard for decades, but now the big questions are creeping in: 👉 Will I have enough to retire? 👉 Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you’re starting late or feel behind on your retirement savings. I’m Dalene Higgins, financial coach and creator of ...
…
continue reading
Investment Insights You've Never Heard
…
continue reading
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
…
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
These Portfolio Manager (PM) audio commentaries provide timely "soundbytes" of information on the current market and Manulife's range of mutual funds.
…
continue reading
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
…
continue reading
Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.
…
continue reading
The latest news from the world of personal finance plus advice for those trying to make the most of their money.
…
continue reading
Investment ideas and strategies for those in or near retirement. Stocks, Bonds, money market funds, Treasury Inflation-Protected securities, TIPs, life insurance, 401k, IRA, Roth IRA, Pensions, social security all covered.
…
continue reading

1
Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon
49:00
49:00
Play later
Play later
Lists
Like
Liked
49:00On this episode: You may have saved well and feel ready to retire. Are you missing something? Some longtime retirement rules that you can trash. IPOs, Bitcoin, and Private Equity may start showing up in your 401(k). Should you be a buyer or a seller? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn eve…
…
continue reading

1
What Order Should I Pull Funds in Retirement? | The Limitless Retirement Podcast
16:52
16:52
Play later
Play later
Lists
Like
Liked
16:52👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Many retirees unknowingly set themselves up for higher taxes by following outdated withdrawal advice. Danny Gudorf explains why focusing on tax brackets—not account order—is the smarter path. His three-bucket strategy, combined with careful management of RMDs and Social S…
…
continue reading

1
The Tax-Savvy Way to Self-Fund Long-Term Care, Ep #122
12:35
12:35
Play later
Play later
Lists
Like
Liked
12:35Rising long-term care costs can drain retirement savings fast, but choosing the right account to pay for care can save you thousands in taxes. In this episode, I explain the smartest withdrawal order (to fund care, reduce taxes, and protect your legacy. Want personalized help? Book a call: https://calendly.com/snewhouse/discovery…
…
continue reading

1
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
1:09:15
1:09:15
Play later
Play later
Lists
Like
Liked
1:09:15Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: The pros and cons of target date funds ( 11:05 ) Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered insi…
…
continue reading

1
From RMDs to College Funds: Smart Moves for Your Legacy
17:44
17:44
Play later
Play later
Lists
Like
Liked
17:44What does Warren Buffett’s $344 billion cash stash mean for your retirement strategy? On this episode of Retire Texas Style Podcast, Steve Hoyl & Derrick Caldwell of Hoyl Financial Group unpack the risks of market exposure, the power of fixed index annuities, and how to turn required minimum distributions (RMDs) into legacy-building tools. From rea…
…
continue reading

1
Smart Strategies for Funding Your Child’s College Education with a 529 Plan, Ep #247
9:35
9:35
Play later
Play later
Lists
Like
Liked
9:35Planning for your child’s college education can feel overwhelming, especially when faced with skyrocketing tuition costs and countless savings options. This week on the show, we’re discussing the question of exactly how much you should save in a 529 college savings plan. Outline of This Episode [00:00] Decide your college funding goal before saving…
…
continue reading

1
# 33 Business Protection 101: From Insurance to Retirement with Don Workman
43:07
43:07
Play later
Play later
Lists
Like
Liked
43:07What happens when you leave your W-2 job and that comfortable corporate benefits package disappears? For small business owners, creating your own financial safety net isn't just important—it's essential. Yet as financial consultant Don Workman reveals in this eye-opening conversation, most entrepreneurs are dangerously underprotected. Did you know …
…
continue reading

1
Making Money Last - Bonds Vs. Bond Funds (September 6, 2025)
55:00
55:00
Play later
Play later
Lists
Like
Liked
55:00By Mark Falter
…
continue reading
How Federal Employees Build Wealth Beyond Their YearsBy Fed Legacy
…
continue reading

1
Ep 71 - Rethinking early retirement: downshifting, not disappearing
26:10
26:10
Play later
Play later
Lists
Like
Liked
26:10What does it really mean to retire early? Is it about leaving work behind completely, or is it more about creating flexibility, freedom, and balance sooner rather than later? We’re joined by Christine, a DRS employee who’s been carefully planning for her future since her mid-20s. She shares how her perspective on retirement has evolved: from imagin…
…
continue reading

1
Hillary Clinton on Trump’s second term; The UN Secretary General on the ‘very negative impact’ of Trump’s funding cuts to the UN; Mossad’s former chief on Israel’s Gaza offensive
41:12
41:12
Play later
Play later
Lists
Like
Liked
41:12Today on the show, Fareed speaks with former Secretary of State Hillary Clinton in her first TV interview since the reelection of President Donald Trump and gets her take on Trump’s second term so far. She joins the show alongside Keren Yarhi-Milo, dean of Columbia University’s School of International and Public Affairs, to discuss their new book "…
…
continue reading

1
Interview with Karat Packaging CEO Alan Yu: From Boba Tea Shop to Packaging Powerhouse
26:00
26:00
Play later
Play later
Lists
Like
Liked
26:00What began as a single Boba tea shop in 2000 has transformed into a leading supplier of sustainable packaging for local startups to national brands like Panda Express and Chipotle. Motley Fool CEO Tom Gardner and Chief Investment Officer Andy Cross talk with Alan Yu about the evolving business of packaging: Boba Tea beginnings Eco-friendly alternat…
…
continue reading
I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job. Have a money question? Email us here Subscribe to Jill on Money LIVE S…
…
continue reading

1
Sources & Methods: Trump's UK Visit, Gaza/Ukraine Tension
25:22
25:22
Play later
Play later
Lists
Like
Liked
25:22Today, we're sharing another episode from NPR's newest podcast, Sources & Methods. Each Thursday, host Mary Louise Kelly breaks down the week's biggest national security news with NPR's team of reporters covering the military, State Department, and spy agencies. NPR correspondents stationed around the world also join the conversation. This episode,…
…
continue reading

1
Retirement Tools and Affording Impulse Purchases
25:35
25:35
Play later
Play later
Lists
Like
Liked
25:35Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retirement tool, and to offer some recommendations. Also in this episode: -How the Fed rate cut will affect your finances -REITs have similar long-term ret…
…
continue reading

1
Do You Still Need Life Insurance in Retirement?
42:25
42:25
Play later
Play later
Lists
Like
Liked
42:25Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still makes sense in retirement, when it doesn't, and how to make the best decision for your financial future. Whether you're still working, planning retirement, or already retired, understanding how life i…
…
continue reading

1
Are You A 401k Millionaire? Planned For The Taxes?
28:05
28:05
Play later
Play later
Lists
Like
Liked
28:05Hans and Robby are back again this week with a brand new episode! This week, they discuss the question, are you a 401k millionaire. 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] o…
…
continue reading
By Mark Falter
…
continue reading
I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
…
continue reading

1
Introducing Simpsons Declassified with Nancy Cartwright
2:15
2:15
Play later
Play later
Lists
Like
Liked
2:15Simpsons fans —THE VAULT IS OPEN! I’m Nancy Cartwright, the voice of Bart Simpson for 35+ years, and I’m finally taking you inside Springfield. Simpsons Declassified is your all-access pass to the world’s most iconic, animated series. Each week, we crack open wild predictions, eerie coincidences and fan conspiracies and stories from 36 seasons (tha…
…
continue reading

1
Wall Street Myths, Tax Traps & The Death of the 60-40 Portfolio!
34:15
34:15
Play later
Play later
Lists
Like
Liked
34:15Coach Pete and his crew cut through the noise of financial media to expose the real risks of market volatility and Wall Street spin. They reveal why outdated strategies like the 60/40 portfolio could sink your retirement—and how lifetime income and smart tax planning can keep you afloat. This episode is your ultimate playbook for weathering financi…
…
continue reading

1
Crypto & Lifetime Income: The Retirement Survival Guide You Didn’t See Coming!
52:13
52:13
Play later
Play later
Lists
Like
Liked
52:13Coach Pete teams up with Dr. Wade Pfau to tackle the biggest retirement questions—how to lock in guaranteed income, outsmart market risks, and keep your savings alive as long as you are. From the promise (and perils) of crypto to tech-driven retirement tools, this episode delivers bold insights and practical strategies you can’t afford to miss. It’…
…
continue reading

1
Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
45:39
45:39
Play later
Play later
Lists
Like
Liked
45:39When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings. Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Y…
…
continue reading

1
The Hidden Psychology Behind Every Financial Decision You Make with Dr. Daniel Crosby
1:09:41
1:09:41
Play later
Play later
Lists
Like
Liked
1:09:41#644: Why do we both crave money and resent it? Why do some people sabotage their financial futures in the name of short-term comfort? And why is your brain — not the stock market — the biggest threat to your wealth? In this conversation, we explore the surprising ways that psychology and money intertwine. Our guest, Dr. Daniel Crosby, is a behavio…
…
continue reading
Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The Fed’s rate cut - NVIDIA invests in Intel - Meta can’t quit the metaverse …
…
continue reading

1
Federal Reserve Lowers Rates, But Less Than Trump Wants
18:43
18:43
Play later
Play later
Lists
Like
Liked
18:43The Federal Reserve voted this week to cut interest rates by a quarter percentage point. We discuss the factors behind the agency’s decision, as well as President Trump’s legal fight to fire Fed Governor Lisa Cook. This episode: political correspondent Ashley Lopez, financial correspondent Maria Aspan, congressional correspondent Barbara Sprunt, an…
…
continue reading
Don laments the shortage of voice-submitted questions for the Friday Q&A shows and urges listeners to speak their questions into their phones or computers instead of typing them. He answers four listener questions: whether to take a pension lump sum or annuity, whether to roll a 401(k) into an IRA and how much to keep saving with a union pension, a…
…
continue reading
By Fed Legacy
…
continue reading

1
BlackRock's Jaime Magyera on Wealth Management and Retirement
50:58
50:58
Play later
Play later
Lists
Like
Liked
50:58On this episode, Barry speaks with Jaime Magyera. She was recently tapped as head of retirement and US wealth for BlackRock. They discuss her career and unique experience working at one of the world's largest asset managers, trends in retirement and wealth management, the rise of alternative investments and more. See omnystudio.com/listener for pri…
…
continue reading

1
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
18:26
18:26
Play later
Play later
Lists
Like
Liked
18:26There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final mo…
…
continue reading
My husband and I are still young in our careers since we've both pursued higher education but we want to make sure we are on the right track to "catch-up" on retirement. Have a money question? Email us here…
…
continue reading

1
Ep 150 | Why ‘Too Late’ Thinking Hurts More Than Starting Late
18:19
18:19
Play later
Play later
Lists
Like
Liked
18:19It’s not about when you started, it’s about when you decide to start, and the longer you wait in fear, the less progress you’ll make. Confidence begins with choosing to start today. In this episode, I will share 3 (actually 4) tips to help you make getting started late no longer a factor. What You’ll Learn: ✅ How to Embrace the Late Start ✅ The Imp…
…
continue reading

1
Top 50 Funds, GSK & Mondi: The Companies and Markets Show
33:49
33:49
Play later
Play later
Lists
Like
Liked
33:49We start with last week’s Big Read, our annual Top 50 Funds. Dave Baxter shares his thoughts on compiling the list, its structure and the changes made to this year's edition. GSK (GSK), a company featured in our latest Special Report this week, Income Majors, is next. Its dividend level is not as high as it has been, but it is expected to tick up. …
…
continue reading

1
How Does the Big Beautiful Bill Affect Your Retirement?
59:52
59:52
Play later
Play later
Lists
Like
Liked
59:52Send us a text In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, charitable contribution updates, and gifting rules, this bill touches nearly every part of …
…
continue reading

1
122 - How Financial Trauma Shapes Your Money Habits (And How to Heal Them)
1:03:41
1:03:41
Play later
Play later
Lists
Like
Liked
1:03:41Money problems aren’t just about math—they’re about mindset. In this episode, we explore the hidden side of personal finance: financial trauma, money scripts, and the emotional patterns that quietly sabotage your wealth. We cover: How financial trauma shows up in your body and relationships. Why scarcity budgeting creates “whiplash” overspending. T…
…
continue reading

1
Is Your 401(k) Doing Everything It Could Be?
45:29
45:29
Play later
Play later
Lists
Like
Liked
45:29If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great. Today's Stocks & Topics: RKLB - Rocket Lab Corp., Market Wrap, Amerigo Resources Ltd. (ARREF), Is Your 401(k) Doing Everything It Could Be?, Fixed Income, British American Tobacco P.L.C. (BTI), Gold, Powell Industries, Inc. (POW…
…
continue reading

1
Nvidia and Intel Make a $5 Billion Bargain
21:00
21:00
Play later
Play later
Lists
Like
Liked
21:00Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly…
…
continue reading

1
Why Did President Trump Order Strikes On Venezuelan Boats?
11:50
11:50
Play later
Play later
Lists
Like
Liked
11:50The United States has launched strikes on two Venezuelan boats this month. President Trump says the boats were smuggling drugs. We discuss that justification and why Trump’s actions could be risky. This episode: White House correspondent Tamara Keith, national security correspondent Greg Myre, and senior national political correspondent Mara Liasso…
…
continue reading

1
Paul Merriman on Money Life with Chuck Jaffe at FinCon
15:16
15:16
Play later
Play later
Lists
Like
Liked
15:16At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence. Paul shared insights on the rise of index funds, the FIRE movement’s “one-fund-for-life” approach, and how small portfolio adjustments can boost long-term returns. He also discussed timeless investing principles l…
…
continue reading
This episode explores Americans’ financial well-being in 2025, using a Yahoo Finance/Marist survey as the springboard. Don and Tom discuss how their audience differs from the average American listener, how perceptions of financial health can be misleading, and what to actually do if your finances—or your feelings about them—are getting worse. They …
…
continue reading

1
The UK’s pension gap: insights on retirement resilience and inequality
14:17
14:17
Play later
Play later
Lists
Like
Liked
14:17Sarah Coles and Helen Morrissey join Nathan Long, senior analyst at HL, to discuss the latest HL Savings and Resilience Barometer findings. They explore why the UK’s pension gap is widening, especially among higher earners, and how income, location, and home ownership affect financial resilience. This podcast isn’t personal advice. If you’re unsure…
…
continue reading

1
The Fed Just Cut Rates — Here’s How to Make the Most of It (Plus: How to Freeze Your Credit)
28:51
28:51
Play later
Play later
Lists
Like
Liked
28:51Learn how the Fed rate cut impacts loans and savings, then find out when to freeze your credit and how to do it fast. What does a Federal Reserve rate cut mean for your wallet? Should you freeze your credit if an internet provider runs a soft pull? Hosts Sean Pyles and Elizabeth Ayoola kick off this episode with senior news writer Anna Helhoski to …
…
continue reading
I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few years. Have a money question? Email us here…
…
continue reading

1
#170 – Retirement planning chat with a "real" person, Scott
1:01:48
1:01:48
Play later
Play later
Lists
Like
Liked
1:01:48Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Scott. They talk about a wide array of retirement planning topics such as leaving the workforce early than planned during COVID and later reengaging in part-time work to have social interaction, managing income for purposes of Afford…
…
continue reading

1
AI vs. Human: Can You Trust a Robot with Your Money?
45:13
45:13
Play later
Play later
Lists
Like
Liked
45:13In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions. Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. H…
…
continue reading
Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Waymo’s rapid expansion - Rivian breaks ground - Tesla’s Robotaxi challenges - Our top EV/autonomous stock Com…
…
continue reading

1
Republicans Declare 'War' On Liberals In Response To Kirk's Death
12:25
12:25
Play later
Play later
Lists
Like
Liked
12:25In the week since MAGA activist Charlie Kirk was fatally shot, some Republicans have responded by declaring "war" on liberals. We discuss that and other responses to Kirk’s death, as well as what his loss means for the Republican Party’s future. This episode: White House correspondent Tamara Keith, political reporter Elena Moore, and political repo…
…
continue reading

1
Bonus Episode: How to Handle Finances After Losing a Partner
17:49
17:49
Play later
Play later
Lists
Like
Liked
17:49Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss the unique financial challenges widows and widowers face, especially in retirement. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED…
…
continue reading