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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Retirement Income Planning Podcasts
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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Trust. Respect. Results (847) 749-2295 / [email protected]
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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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 ...
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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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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement incom ...
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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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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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Helping you make your money last as long as you do.
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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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Smart Wealth and Retirement is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment deci ...
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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 ...
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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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 ...
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Welcome to ”The Retire Early Podcast,” your essential guide to achieving the retirement you’ve always dreamed of—sooner rather than later! Hosted by Sam Benson and Linwood Fraher, this podcast is tailored specifically for individuals aged 50-65 who are passionate about retiring early and living their best lives. Each week, we’ll dive deep into essential retirement topics including tax-efficient strategies, smart investing, healthcare planning, income optimization, Social Security tips, estat ...
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Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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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.
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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Kristian Finfrock has been on the air for more than ten years as your source for all things retirement. Kristian covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between. Investment advisory services offered through Retirement Income Strategies, an SEC registered investment advisor. Firm may not give tax advice.
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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 ...
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, includ ...
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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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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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 ...
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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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Humans vs Retirement is the podcast that proves retirement isn't just about money, it's about life. Hosted by me Dan Haylett, I dive into the real, human side of retirement: the emotions, the mindset shifts, and the messy, wonderful journey of reinventing yourself for the next chapter. Through honest conversations with experts and inspiring stories from retirees themselves, you'll get the tools, ideas, and encouragement you need to retire to something, not just from something. If you want to ...
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Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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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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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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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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The RetireCoast Podcast gives you practical, easy-to-use guidance on retirement planning, real estate decisions, smart budgeting, investing, and building a second-act business. Each episode breaks down the topics that matter most as you plan your next chapter, including: Retirement lifestyle planning Real estate insights for buyers, sellers, and investors Creating income in retirement Starting and growing a business after retirement Personal finance, taxes, and long-term budgeting Travel, co ...
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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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The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.
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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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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 ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. 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. We are focused on helping investors preserve and grow their assets, increase their inc ...
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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.
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The Retirement GPS Podcast helps you navigate the road to and through retirement with clarity and confidence. Hosted by Ryan Zacharczyk, CFP®, President of Zynergy Retirement Planning, and Zane Belcak, Associate Planner, each episode breaks down the most important financial topics. From tax strategies and income planning to Social Security, investing, and estate considerations, we cover the issues that matter most—without the jargon. Our goal is simple: give you the tools and guidance to mak ...
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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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Welcome to Divorce the IRS, the Retirement Income Planning Podcast—built for people who want to pay the least amount of taxes possible and create retirement income that actually lasts. Inspired by Jimmy Miller’s bestselling book Divorce, the IRS, this show takes you behind the scenes of the tax rules, retirement strategies, and planning decisions that can quietly determine how much of your money you keep. The truth is, taxes aren’t just “something you deal with later.” The U.S. tax code is m ...
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By Mark Falter
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(Best of) Kevin Brucher discusses the intricacies of retirement income planning.
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Kevin Brucher discusses the intricacies of retirement income planning, emphasizing the importance of understanding income streams, the impact of inflation, and the role of annuities. He highlights the need for a comprehensive financial strategy to ensure long-term financial security, especially in the face of rising costs and economic uncertainty. …
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Guaranteed Income or Market Mayhem? How to Build a Bulletproof Retirement Plan
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What if a single decision could make or break your retirement dreams? This episode dives into the unpredictable world of retirement planning—exploring how to protect a windfall, diversify investments, and secure guaranteed income. Discover why the right strategy isn’t one-size-fits-all, and learn how to prepare for the unknowns of market volatility…
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Is Market Fear Quietly Controlling Your Retirement?
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What if the headlines predicting market turbulence are steering your emotions more than your plan? Ken and Nick Tumolo break down why volatility is inevitable—and why behavior often matters more than forecasts. They share how regular reviews, diversification, and thoughtful risk alignment help retirees avoid reactive decisions, along with client st…
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In this episode of The Divorce the IRS Podcast, Jimmy Miller pulls back the curtain on the many hidden taxes quietly draining your money every day. While most people are familiar with the taxes that come out of their paycheck, few realize how many additional taxes and fees are layered into nearly every aspect of daily life. Jimmy begins by breaking…
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Her Coast FIRE Plan Has Some MAJOR Holes | Making a Millionaire
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Danielle is a 33-year-old self-employed sign language interpreter earning $110,000 annually in the DC area. After building an impressive $181,000 net worth in just four years, she's experiencing severe savings whiplash, dropping from a 60% savings rate during COVID down to just 8% today. Inspired by the book Die with Zero and the Coast FIRE movemen…
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7 Keys to a More Financially Stable Retirement
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For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn how small, practical decisions can add up to lasting stability, no matter how markets or headlines behave. Although this show does not provide specific…
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When One Spouse Is Ready to Retire — and the Other Isn’t
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In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions tackle a sensitive — but very common — retirement challenge: when one spouse is ready to retire and the other isn’t. Jim and Casey discuss why this situation happens more often than people expect an…
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Investing in 2026: Fix Your Allocation Before the Next Market Swing
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Start your 2026 investing strategy with smarter moves, fewer fees, and less stress when markets get rocky. How should you invest in 2026 if tech stocks keep dominating the market? What’s a smart checklist for leveling up your investing this year? Hosts Sean Pyles and Elizabeth Ayoola discuss diversification and investing tools to help you grow your…
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Jonathan Mendonsa has appeared on several ChooseFI episodes over the past few years, but 2026 marks a major evolution of the show. ChooseFI is being reimagined as a more interactive, more collaborative, and more deeply community-driven experience. As part of this next chapter, Jonathan officially returns to the show as Brad's frequent co-host, help…
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Why ‘Boring’ Might Be the Smartest Move in Retirement
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This weekend’s episode kicks off with a surprising question: What does your home thermostat have to do with your retirement plan? Abe Abich breaks down how everyday habits mirror the financial decisions that shape your future. From finding the right “risk temperature” to managing taxes, preserving savings, and avoiding costly mistakes, this episode…
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Social Security - Will it be there for you?
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Send us a textBy Akers Financial Group
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Retirement planning often gets framed as an all-or-nothing goal, but smart resolutions take a more realistic approach. In this video, we look at retirement through the lens of steady decision-making, manageable goals, and long-term consistency. The discussion focuses on understanding your current situation, making thoughtful adjustments over time, …
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069: Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
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This week on Retire Well, Josh Bretl pulls back the curtain on a big change with a very familiar purpose. The firm formerly known as FSR Wealth Strategies is now Wellment Financial, a name that better reflects what retirement planning is really about. Not just numbers, but clarity, confidence, and living fully in the years ahead. Josh shares the st…
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Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
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Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA from Jim and Chris on their New Year’s resolution, and QLAC use for inherited IRAs. (11:00) A listener asks whether a spouse who will be collecting spousal benefits should ever delay claiming past full retirement …
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Turn Retirement Savings Into Real Strategy
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In Episode 230 of Money Matters USA, Fred Saide discusses the critical aspects of retirement planning, emphasizing the importance of early strategy formulation, understanding income distribution, and implementing effective tax strategies. He highlights the necessity of risk management, healthcare, and long-term care planning, as well as the signifi…
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In this episode, Grant and Bill discuss what you don't know can hurt you, simple decisions you make may have significant impacts, and Roth or not to Roth, understanding Roth conversions.By Grant Dorhout
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Best of Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities.
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Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities. He critiques outdated advice, particularly the traditional 60-40 stock split, and highlights the importance of private investments and gold as a hedge against inflation and currency devaluation. Brooker also warns about …
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A new year brings new opportunities—and new risks—for your retirement plan. In this episode, Tim Wood shares why it’s crucial to update outdated strategies, understand your true risk, and build income that lasts as long as you do. Learn how couples can avoid confusion by sharing financial details, why emotional decisions matter as much as numbers, …
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Investing is the cornerstone of building wealth and achieving financial independence, but costly mistakes can derail progress. We walk through five critical investing mistakes that can cost you both time and money. From waiting too long to start investing (the average American doesn't begin until age 33) to starting too soon (without proper financi…
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541: Your 2026 Reset: The Best of the Retire With Purpose Podcast
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What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: The most common retirement regrets How to generate flexible, reliable income in retirement The Surplus Bucket Strategy and why it can help spending con…
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The Market Is All in on the Magnificent Seven. Where Should Investors Look Next?
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Is your portfolio making a big bet on the Magnificent Seven? Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in recent years. Their success has led to market concentration. Portfolios tracking broad benchmarks have seen their diversification decrease and risk increase. How can y…
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138 - From Lump Sum to Monthly Cash Flow: Our $150K Investment Plan
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How We Invested $150,000 for Monthly Income | Dividend Portfolio Breakdown In this episode, we break down exactly how we invested a $150,000 lump sum across 2 portfolios with one primary goal: reliable monthly income without reckless risk. We walk through how we structured the portfolios, why certain stocks and ETFs made the cut, and how we’re buil…
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New 2026 Tax Brackets, Standard Deductions & More!
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Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA brackets, provisional income brackets, and more. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewe…
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Learn how to tie your 2026 money goals to your values so you can stick with them all year. How can you match your 2026 money goals to what you really care about? And how do you turn those goals into a plan you’ll actually follow? Hosts Sean Pyles and Elizabeth Ayoola discuss values-based money planning and goal-setting frameworks to help you build …
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#185 - My thoughts and commentary about what the financial markets did in 2025
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Andy shares his thoughts and commentary about 2025 returns and events for: U.S. stocks International stocks U.S. bonds Gold & Silver Bitcoin Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Ed…
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054-Your Year of Freedom: How to Build a Business That Works Without You In 2026
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What if this year finally becomes the year you build a business that gives you real freedom, not more stress? In this episode, Steve and Adam Burton outline the five components of the SCALE framework and how each one supports a business that can operate smoothly and maintain value beyond the owner's day-to-day involvement. Their discussion focuses …
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Holiday Harmony: Trisha Yearwood’s Christmas Journey
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What happens when a country music icon sits down to talk life, music, and the stories behind the hits? In this special episode, Frank and Kimberly Guida chat with Trisha Yearwood about her new holiday album, the secrets to a lasting marriage on the road, and the real story behind “How Do I Live.” Discover the moments that shaped her career and the …
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Do Annuities Grow fast enough to Beat Inflation?
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Annuities can beat inflation, but you have to know how to do it.By guaranteedretirementguy
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401 the ultimate pre-retirement checklist
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Glen and Martin discuss the essential ways to prepare 10 years out from retirement. 👉🏾 review and pay down debt 👉🏿 know your numbers 👉🏻 living arrangements 👉 start thinking about lifestyle goals 👉🏼 super investment options 👉🏽 review super beneficiaries & estate planning 👉🏾 mortgage strategy 👉🏿 gifting considerations Download the free ebook, 10 thin…
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How to Retire in 2026: 5 Steps to Reach the Finish Line
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Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in reality, retirement has a way of showing up earlier than expected — and when it does, the people who feel the most confident are the ones who prepare…
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How to Make Big Purchases Without Derailing Your Financial Goals
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In this episode, Miguel Gonzalez shares practical strategies to help you make smart spending decisions that align with your future goals. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate an…
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The Average American Needs HOW MUCH to Feel Comfortable in 2026?
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How much do you need to make to be "comfortable" in 2026? You already know our answer is, "it depends," but we have a new study that seems to have found the answer! We'll go through our takes on this study and what you can do to make your financial life comfortable. Then we answer your questions and maybe set up a new dating service? …
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The Hidden Mistake in Most Retirement Plans—and How to Avoid It
15:49
15:49
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A surprising retirement trend is reshaping financial plans—and it’s happening faster than many expect. In this episode, Steve Anzuoni digs into why so many Americans are accelerating their retirement timelines and how shifting from “autopilot saving” to intentional planning can make all the difference. Steve shares real client stories, the power of…
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When the market takes a “Wile E. Coyote” leap, will your retirement plan stay standing? In this episode, Kevin Madden breaks down why understanding your true risk tolerance matters more than chasing returns and explore how mismatched risk, hidden overlap in portfolios, and market volatility can derail long‑term plans — and how smarter defense, stea…
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Chris’s Summary Jim and I review new MYGA variations and examine how insurers and product developers are marketing hybrid annuity designs using MYGA language. We walk through four examples from an April 2025 article—“Lockdown,” “Minimum Accumulation Guarantee,” “Extra Extra,” and the “End-of-Term Equity Kicker”—and explain why these products, despi…
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Why Taxes Matter More Than You Think (And What This Podcast Will Teach You)
9:40
9:40
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9:40
In this second episode of The Divorce the IRS Podcast, Jimmy Miller expands on what it really means to “divorce” the IRS and why taxes play a much bigger role in your financial life than most people realize. Jimmy begins with a simple truth: no one enjoys paying taxes—especially surprise tax bills. While many people celebrate refunds, few realize r…
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MAJOR Changes To 401k Catch-Up Contributions in 2026
17:43
17:43
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17:43
If you're 50+ and making catching catch-up contributions to your employer 401k plan, this episode is for you. In 2026, you might have to change how you save to your employer plan if you earn to much money. In this episode, I share what you need to know about these new rules and how you can save with intention. 👉 Book a call with me: https://www.riv…
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Tax Strategies Series: Donor-Advised Funds — Giving with Intention, Flexibility, and Impact
16:04
16:04
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16:04
Charitable giving can be more effective with the right structure. In this episode, Ryan and Zane break down Donor-Advised Funds (DAFs) and how they allow families to take a tax deduction today while supporting charities over time. They discuss when DAFs make sense, how “bunching” deductions works, and why donating appreciated investments can be mor…
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The Hidden Retirement Cost No One Warns You About
10:30
10:30
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10:30
Healthcare may be your biggest retirement wildcard, and this episode unpacks what many retirees overlook. Joshua Barbin breaks down the real costs of Medicare, long‑term care, pharmaceutical expenses, and supplemental coverage so listeners can better understand the financial impact of aging. He also explains why enrollment timing matters, how HSAs …
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Are Roth Conversions Putting You on a Hamster Wheel?
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10:42
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10:42
Feeling stuck on the Roth‑conversion “hamster wheel”? This episode breaks down why blanket percentages don’t always work and how market swings, tax brackets, and timing can all affect whether a conversion strategy fits your retirement picture. Frank and Frankie Guida explain how determining the right dollar amount—not just a percentage—can help ret…
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Life Insurance in Retirement: Do You Still Need It?
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22:36
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22:36
In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson & Linwood Fraher of Martin Wealth Solutions break down one of the most common questions retirees and pre-retirees ask: Do I still need life insurance in retirement? Sam and Linwood walk through the different types of life insurance, how their purposes…
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Q3 GDP Surpasses Expectations - Weekly Stock Market Review
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1:34
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Economy Surges: 4.3% GDP Growth as S&P 500 Knocks on 7,000—What It Means for Investors! The economy is on an upward swing! We logged 4.3% GDP growth in Q3. Meanwhile, the S&P 500 knocked on the door of 7,000 points last week. It’s a strong ending to an up-and-down but overall strong year. Detailed Write-up: https://financeinsights.net/XaXbiGBEmhGP5…
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Americans are living longer. Are you financially prepared to celebrate your 100th birthday?
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54:00
In this episode, Grant and Bill discuss how Americans are living longer, New Year's resolutions, tax on SS benefits, and living with food-flation.By Grant Dorhout
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Retirement Income Strategies - Battling Inflated Prices
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On this show financial advisor Kristian Finfrock and his expert team make financial planning approachable. Whether you’re an individual or a business owner, learn how to protect and preserve your wealth with strategies that are sophisticated yet easy to understand. Each episode covers proven methods to minimize tax exposure, optimize your retiremen…
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In this episode of The Divorce the IRS Podcast, author and retirement income specialist Jimmy Miller shares the mission behind the show and why tax planning—not just investing—is the foundation of a better retirement. This podcast is designed for people who want to keep more of their hard-earned money, reduce unnecessary taxes, and build a retireme…
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Financial Advisors React to Financial Advice on YouTube!
19:52
19:52
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We are back with another react episode, breaking down content from some of our favorite financial YouTubers and creators. We react to content covering common financial traps that keep people broke, including lottery tickets (lower-income households spend an average of $412 annually), extended warranties that only profit retailers, buy-now-pay-later…
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7 Retirement Investment Myths That Could Cost You
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25:39
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In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions take on some of the most common — and dangerous — investment myths that can derail retirement plans. Jim and Casey break down widely held beliefs about risk, market timing, diversification, income i…
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Ditch Your Money Trauma So You Can Live an Abundant Life (with Shannah Game)
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38:23
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Learn how to explore your money beliefs and take real steps toward saving and investing, even on a tight income. What’s really behind your money habits? How can you build savings and invest if you’re not earning much? Hosts Sean Pyles and Elizabeth Ayoola discuss how your relationship with money shapes your financial behaviors and what you can do t…
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2025 Biggest Takeaways with Ginger | Ep 579
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In this year-end reflection episode, Ginger and Brad share memorable insights from past interviews on budgeting, spending, and the importance of values in financial decisions. They discuss how taking action can lead to financial independence, the impact of community, and the transformative power of generosity. This episode encourages listeners to i…
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