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Retirement Options Podcasts

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Success in the New Retirement

Damon Roberts, Matt Deaton

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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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Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We're talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we'll be talking about is to highlight the ...
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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Hosted by Steve Smit, CERTIFIED FINANCIAL PLANNER® and founder of Powerhouse Financial Advisors, this podcast is designed to help employees of large publicly traded utility companies take control of their retirement planning. Steve, author of Power Up Your 401(k), shares insights on maximizing 401(k) options, navigating self-directed brokerage accounts, and creating a secure financial future. Tune in for practical advice, helpful resources, and strategies to power up your retirement! Subscri ...
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Retire Right

Glen James

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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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Afford Anything

Paula Pant | Cumulus Podcast Network

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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 ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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The Retirement Playbook

John Croze, John Goodhue

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Each week John Croze and John Goodhue of APO Financial give you the straight talk and honest answers you need to understand the complexities of retirement planning. John Croze uses his 30 years of teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a diffe ...
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Financial Decoder

Charles Schwab

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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Risk Parity Radio

Frank Vasquez

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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- The Mission: This channel’s here to educate, inspire, and entertain you about retirement life and real estate across the entire USA, because someone’s gotta give it to you straight, without the sales pitch. - 25 Years of Real Estate Shenanigans: I’ve spent 25 years as a real estate broker and owner—long enough to know what’s a good deal and what’s a pile of hot garbage. - One Size Doesn’t Fit All Not everyone’s into the same flavor of life, just like not everyone likes vanilla, chocolate, ...
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This podcast will guide traders through proven options income strategies to generate consistent 1% weekly returns, helping them transition from a job to financial independence. Target Audience: Professionals looking to replace their income with options trading, beginners seeking a structured approach, and traders struggling with consistency.
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Retiring With Enough

Dr. Peter Guidry, CRPC™, LLC

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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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Investopoly

Stuart Wemyss

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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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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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ERS Money Talks Podcast

Employees Retirement System of Texas

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A financial podcast from the Employees Retirement System of Texas (ERS). Enjoy a new way of getting your ERS financial news and timely resources to help you get the most out of your benefits.
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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throu ...
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I Love Annuities

Jeremiah Konger

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Join Jeremiah Konger and Zachary Van Es, The Annuity Dudes, on the I Love Annuities Podcast, where we dive deep into the world of annuities and how they can provide guaranteed retirement income and financial security. Designed for retirees and pre-retirees, this podcast covers essential topics like fixed annuities, income annuities, fixed index annuities, and safe investment options. Discover strategies to protect your savings, create guaranteed income streams, and secure your legacy with an ...
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MrNotAdvice

MrNotAdvice

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MrNotAdvice is a 30-year retired professional trader and investment banker who’s post retirement mission is to teach people how to invest and trade to take back control of their money from the crooked investment industry. MrNotAdvice has 100,000 hours of professional experience, has been involved in public and private capital raises totaling over $3 billion. The MrNotAdvice podcast covers market moving events- specific stocks- how to trade options- how to protect your capital- and MUCH MORE! ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Mitten Money

Tri-Star Trust

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Small businesses are the backbone of the American economy and, in fact, make up 99% of all businesses in the United States. Yet only 50% of them will survive their fifth year in business. Mitten Money host William Zank will focus on helping Michigan-based business owners find answers to the tough questions that will help them succeed. How do I expand my business? What options do I have for retirement? How do I move forward when I feel stuck? Having worked with small business owners throughou ...
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The IRA Cafe

American IRA

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Welcome to The IRA Café, the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Jasmine Trocchia of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun. When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mut ...
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
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Let's Locums

Dr. Mark C. Royer, MD, MBA

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"Let's Locums," hosted by Dr. Allison and Dr. Mark Royer, is a concise and insightful podcast for physicians interested in locum tenens work. The series guides medical professionals through the intricacies of locum tenens roles, featuring interviews with experienced physicians and exploring the pros and cons of this career path. Listeners gain practical advice on maximizing financial and professional autonomy, with focused discussions on malpractice insurance, retirement, and health insuranc ...
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The Income For Life Show, powered by Folds Of Honor. Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show! Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show. The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to ...
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Discover essential insights on navigating life's milestones with Bill Monty's Guide for Getting Older, the ultimate podcast for individuals of all ages embarking on the journey of aging. Host Bill Monty leads engaging discussions on vital topics such as Medicare, Social Security, retirement planning, finances, and beyond, ensuring you're well-equipped for every stage of life. Tune in to our informative and lively format, where we seamlessly blend practical advice with current events and life ...
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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On the Real Estate Investing Mastery Podcast, Joe McCall will share with you the real world secrets on how to make a full-time income through investing in real estate – with a special emphasis on fast cash strategies like Wholesaling and Lease Options. You will learn how to escape the 9-5 through hearing the stories of other successful investors, and discovering strategies that Joe has implemented in their businesses to obtain the freedom many only dream of.
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Retirement 360

Alan Mercurio

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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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Stopping Retirement Losses & Building More Control & Security

Mark Rogers, Financial Educator of Two Room Schoolhouse

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Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
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The Irish FIRE Podcast

Michael Houghton

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The Irish FIRE Podcast explores the journey to financial independence and early retirement from an Irish perspective. Hosted by Michael Houghton, the podcast covers practical strategies for saving, investing, and working towards financial independence. Each episode dives into topics like tax efficiency, property investment, pensions, and lifestyle optimization, all tailored to the unique challenges and opportunities in Ireland. Whether you’re just starting out or well on your FIRE journey, T ...
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Welcome to Unlocking Your Retirement, the podcast where we dive deep into the world of self-directed retirement investing. In this series, we explore the tools, strategies, and opportunities available to investors seeking greater control over their retirement funds. Join us as we sit down with experts from Safeguard Advisors, a leading provider in self-directed IRA and Solo 401(k) solutions, to demystify how alternative assets—from real estate to private equity—can play a powerful role in yo ...
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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 ...
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Welcome to the Osborn Financial Group Podcast! Hosted by Jarrett Osborn, dive into expert insights on wealth management strategies, essential tips for securing your financial future, and in-depth discussions on life and health insurance options. Get practical advice for protecting your assets and loved ones, proven strategies for maximizing investments, and real-life examples to illustrate key concepts. Stay tuned for Q&A sessions with industry professionals and actionable steps to take cont ...
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Your Retirement Playbook

Joe Clark, CFP with Financial Enhancement Group

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Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.
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Money Tree Investing

Money Tree Investing Podcast

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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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The Policy Project

Policybazaar.ae

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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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A podcast dedicated to discussing consumer and household debt and strategies and ways of dealing with uncontrolled or problematic debt. Featuring debt experts with decades of experience in helping Canadians recover from the burden of debt.
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On this episode: Retiring into a down market. Are you ready? Uncle Sam says you have to take IRA money at 73. What are your options? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystud…
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Our firm is currently hard at work conducting our second semi-annual strategy meetings with clients, serving real people just like you, and doing important planning for their retirement for income, taxes, investing, estate planning, and making important decisions such as Medicare enrollment and Social Security claiming. Therefore, we're bringing yo…
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People step up nationwide to help feed their neighbors who rely on SNAP benefits. New research shows why you should go on walks more often. A forbidden book changed this former prisoner's life – now he's on a mission to bring libraries to prisons nationwide. Find out how goats are helping restore a Tennessee island. Plus, the 2025 Hero Dog of the Y…
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Congress remains gridlocked over a deal to end the government shutdown as travelers navigate flight cancellations. We’ll tell you the latest Ivy League university to settle with the Trump administration. A controversial Trump ally visited the White House to discuss the war in Ukraine. We explain why ICE is attempting to recruit NYPD officers. Plus,…
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#658: An unusual First Friday episode because we don't have a jobs report. However, we do know that in October, U.S. companies announced more job cuts in a single month than they have over any single month of the last 20 years. In other words, October was peak job cut month. By contrast, private payrolls, as reported by ADP, rose by 42,000 in Octob…
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Hundreds of flight cancellations are impacting airports across the country. The Supreme Court is considering a long shot bid to overturn its same-sex marriage precedent. We explain why Israel has launched strikes on Lebanon. There are rumors of a leadership shake-up at the top of the Kremlin. Plus, multiple people are ill after a suspicious package…
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Your Retirement can get torched the second you land in the wrong zip code. These places eat your Social Security alive, jack up your insurance, and nickel-and-dime you with taxes, fees, and HOA fines that feel like mob shakedowns. Forget golden years — it’s more like ransom years. If you want the unfiltered truth about where your retirement dreams …
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Hundreds of flights have already been cancelled as the shutdown travel chaos continues. Hungary’s Prime Minister is at the White House for what’s set to be a high stakes meeting on Russian oil. The US has carried out another strike on a suspected drug boat in the Caribbean. Elon Musk’s is one step closer to becoming the world’s first trillionaire. …
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Lily Vittayarukskul shares her remarkable journey from working at NASA in her teens to founding a company that innovates with AI to transform long-term care planning. We explore why long-term care remains one of the most misunderstood and underserved areas in wealth management, despite being one of the biggest retirement risks. We break down how lo…
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We start with a federal judge’s ruling on coverage for food stamp benefits this month amid a government shutdown. The Supreme Court clears way for President Donald Trump’s transgender passport policy. A verdict has been reached in a lawsuit filed by a former Virginia teacher shot by her student. We’ll break down the White House’s deals that promise…
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Glen and Martin break down a real retirement case study that started with a familiar line: “we don’t need an adviser, our affairs are simple!”. Upon changing their minds, the couple discovered thousands in tax savings, better investment structures and a bigger age pension. 👉 why some people think they don’t need financial advice 👉🏼 Charlie & Diane’…
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The US is set to face significant travel disruption. A new report shows the worrying effect AI is having on the job market. Nancy Pelosi, the first ever female House Speaker, will not stand for re-election. President Donald Trump won’t be at COP30 next week, but a presidential hopeful will be. Plus, how the FDA is cracking down on unlicensed Botox.…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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For many UAE residents, a car is more than just a vehicle — it’s an extension of home. From gym kits and kids’ school bags to weekend plans, we carry a lot more than just ourselves. But when an accident happens, the stress isn’t only about the car — it’s the claims, the paperwork, the garages, and the delays. In this episode of The Policy Project P…
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In this episode we answer emails from Roman, Andrew and Iain. We discuss the plusses and minuses of leverage, volatility drag, and how leverage interacts with diversification and withdrawals, general observation on tax optimization via account buckets, small cap value index funds and Avantis/DFA merits, and modelling annuities versus mandatory vers…
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The FAA is set to cut flights at dozens of airports, as the government shutdown continues. We have the latest on the investigation into the UPS plane crash in Kentucky. The Philippines has been devastated by the deadliest storm to hit Asia this year, with another one on the way. A male Israeli hostage has described being sexually assaulted while be…
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Send us a text Bonds used to be the “boring” part of a portfolio- safe, steady, and not very exciting. But with yields at multi-decade highs, many investors are asking: is now the time to give bonds a bigger role in your strategy? In this episode, Steve explains how to evaluate bond opportunities in today’s environment and assess whether they’re a …
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Welcome back to another episode of the IRA Cafe podcast! This week, Kyle Moody is joined by Gregg Cohen, co-founder of JWB Real Estate Capital in Jacksonville, Florida. In this episode, Kyle and Gregg explore the journey from humble beginnings to building a thriving real estate investment company that serves clients from 49 states and 13 countries,…
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We start with the key takeaways on a Supreme Court hearing about President Donald Trump’s tariffs. Federal authorities gave an update on a deadly UPS plane crash investigation. Trump broke his silence on Zohran Mamdani’s win in NYC’s mayoral race. We’ll tell you about the changes that could impact major airports this week if no deal to end the shut…
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The government shutdown is now the longest in American history. We have the key takeaways from last night’s sweep of election wins for Democrats. There’s some good news about the US economy. Meanwhile, the Supreme Court will hear arguments over President Donald Trump’s emergency tariffs. Plus, why winter is coming early for parts of the US. Learn m…
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I’ve been in the real estate game for a long time, and I’ve learned this truth—if you can master a few simple skills, you’ll never have to worry about money again. Too many investors overcomplicate things when this business really comes down to fundamentals. Whether you’re wholesaling houses, flipping land, or holding rentals, the same principles a…
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We start with Zohran Mamdani’s historic victory in New York City’s mayoral race. It was also a big night for Democrats with governor races in Virginia and New Jersey. Meanwhile, California held a critical vote on the state’s congressional map. A plane crash in Kentucky has killed at least seven people. Plus, a new study links melatonin to a serious…
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The market is always moving, and it can be tempting to try to rebalance when you’d have to pay the least capital gains taxes. Tax savings are great, but is this really the best way to decide when to rebalance? Nate Reineke and Kyle Hoelzle break down how the market may play into rebalancing and what doctors like you should consider when deciding to…
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Feeling overwhelmed, stuck in old patterns, or just plain stressed? In this episode, we're exploring tapping (Emotional Freedom Techniques, or EFT) ~ a simple, science-backed practice to help you gently shift stress, self-doubt, and the pressure to "do it all." My guest, Jeanne Demers, shares her journey from the theater stage to teaching and heali…
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The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based "chart crim…
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We start with the final hours of voting in key races across the country. Anxiety around travel spikes as the government barrels towards its longest shutdown. Authorities made arrests in connection with a blast at Harvard Medical School. There’s a major recall impacting some Jeep SUVs worldwide. Plus, a new hurdle in the fight against climate change…
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#657: This week, Paula and Joe dig into a listener’s question about ETFs that track the stock trades of U.S. politicians — including the Democratic “NANC” fund and its Republican counterpart “KRUZ.” They explore whether this strategy is smart investing or just expensive entertainment. Then, they shift gears to home ownership headaches. Another list…
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Read Full Blog Here In this episode, Stuart explains why property investors need to be cautious when relying on the last five years of price data. He outlines how this period has been shaped by a series of unique, disruptive events: surging construction costs, extreme interest rate movements, volatile migration patterns, and the rise of working fro…
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Former Vice President Dick Cheney has died aged 84. Americans are heading out to voting booths in the first major elections of President Trump’s second term. Another state could join the congressional re-districting battle. The head of the UN has issued a dire warning about Sudan. Plus, there are big changes on the menu for two major restaurant cha…
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Millions of Americans are heading to the voting booths for elections in New York, New Jersey and Virginia. This government shutdown is set to become the longest in history. We explain why Israel’s former top military lawyer has been arrested. A key political figure in North Korea has died. Plus, a multi-billion-dollar Starbucks deal in China. Learn…
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What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of oppor…
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What happens when raising parents becomes life’s toughest challenge? Brandon Bowen explores the realities of caregiving for aging loved ones, from unexpected expenses and emotional stress to the impact on your own retirement plans. Hear real stories, practical strategies, and why putting your financial mask on first is essential for supporting thos…
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Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? Am I headed for a tax problem? Let’s get you the answers. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia W…
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In this episode of Mitten Money, hosts Will Zank and Kevin Scorsone dive into the most common financial mistakes people make, like credit card debt, lifestyle creep, and overspending on travel or cars, and share smart ways to avoid them. From personal stories and travel hacks to practical budgeting tips, this conversation is full of relatable insig…
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Send me a message In this episode, I not only revisit the never-ending saga of Medicare and Medicaid and the failure of these systems for many Americans but I alsom look at one particular man. His name was Peter David. He was an author, and he was a star among comic book fans for his amazing body of work for the major publishers of science fiction …
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Send us a text When it comes to caregiving and aging, anxiety is a silent but ever-present companion. Whether you’re supporting a loved one or navigating your own transition into later life, the emotional toll can be immense. Kelly sits down with Bonnie Brindle—psychotherapist, author, transformational coach, and self-proclaimed “Anxiety Avenger”—t…
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Markets hit new records this week before Fed Chair Powell’s comments cooled expectations for December rate cuts. The government shutdown adds another layer of economic uncertainty as we head into November. https://financeinsights.net/8b71IN4zacwnBrKFv5WaQUD0pq5 Learn more at www.efteam.usBy Endependence Financial
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We start with the Trump administration’s response to federal rulings ordering coverage for food stamp benefits. We have new developments on the suspects accused of planning a Halloween terror attack. We’ll tell you where President Donald Trump is contemplating sending US troops and why. A Fed governor Trump said he had fired spoke publicly for the …
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In this episode, Campbell addresses a wide range of thoughtful listener questions covering retirement planning, property strategy, superannuation structuring, and the real cost of working with brokers. “Fred” runs through a detailed retirement plan with over $5M in super, trust, and cash assets and seeks a sanity check on his 3.25% spending rate an…
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We’ll break down the two elections tomorrow Democrats are watching very closely. Israel has received the bodies of three more deceased hostages. A judge has ruled on the legality of President Donald Trump’s deployment of the National Guard in Portland. A key FDA figure has resigned for improper conduct. Plus, Tylenol is set to have a new parent com…
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Send us a text There’s more than one smart way to pay for education. Paying for future learning can feel overwhelming, but the right strategy can help you prepare with confidence. In this episode of The Spend Life Well Show, Mark Trice walks through practical options for saving, from well-known tools like 529 plans to lesser-known strategies such a…
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The government shutdown’s effects on food benefits and air travel are really starting to bite. New polling may be a concern for President Donald Trump and Republicans ahead of several major elections tomorrow. A mass stabbing on a train in England has left nine people needing treatment for life-threatening injuries. A powerful earthquake in Afghani…
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how today’s market update ties directly into smarter portfolio management and building a Tax Efficient Portfolio for your non-IRA accounts. From headlines about new highs to rate cuts and tariffs, they translate noise into strategy—focusing on tax planning, tax strategy, …
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Most women become widows at just 60 years old—right when they're finalizing retirement plans and making critical Social Security decisions. And here's what nobody tells you: after the death of your spouse, your brain literally doesn't work the same way while you're grieving, yet people around you are pushing you to make life-altering financial deci…
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