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 Planning Podcasts
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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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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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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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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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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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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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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The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a ...
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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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Trust. Respect. Results (847) 749-2295 / [email protected]
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Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.
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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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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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The Plan Participant Podcast is your go to source for clear, practical education on everything related to your retirement plan. Each episode takes complex topics and makes them simple. The goal is to help every listener feel informed, confident, and in control of their financial future.
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you're on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Helping you make your money last as long as you do.
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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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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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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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401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran, Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. Check out timely articles on retiremen ...
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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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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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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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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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 ...
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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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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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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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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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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
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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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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
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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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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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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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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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Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning
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In this episode, Laura and Jeremiah Lee discuss strategic charitable giving and its tax benefits. They explore donor-advised funds, appreciated stock donations, and qualified charitable distributions, offering insights into maximizing tax efficiency while supporting meaningful causes.Takeaways:📌 Charitable giving can significantly impact your end-o…
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Wizard of Oz Lessons for Retirement Planning
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📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Your retirement journey has more in common with The Wizard of Oz than you might think. In this playful but practical episode, Eric uses themes from the classic film — the Yellow Brick Road, the Scarecrow, Glinda the Good Witch, and more — to illus…
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3 Tax Planning Strategies Most Retirement Investors Overlook
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💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet *** Most year-end tax advice is generic... max out your 401(k), bunch your deductions, donate to charity. But for diligent retirement savers with healthy nest eggs, the real opportunities are more nuanced. In this episode, I break down three tax st…
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#182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE!
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Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax planning. And in particular whether people 65 or older should try to keep their income low to get some …
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The Truth About Alternative Investments
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Send us a text Most financial mistakes don’t come from bad luck—they come from misunderstanding risk. In this episode, we dig into one of the biggest blind spots in financial planning: private equity and the myths surrounding “exclusive” investments. While wealthy investors get early access to the best opportunities, the average investor only sees …
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The 5-Minute Retirement Roadmap: Your Simple Path to Retirement Freedom | The Limitless Retirement Podcast
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny discusses the essential steps to planning for retirement, emphasizing the importance of defining a clear vision for what retirement should look like. He outlines a simple five-minute roadmap to help individuals understand their retirement costs, income sources, and …
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Am I Behind In My Retirement Savings? What To Do If You Are
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Nothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 38. Your retirement number isn’t a competition. Let’s talk about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actual…
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Put a Bow on 2025 With Our Year-End Tax Planning Checklist
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Does your financial team provide you with comprehensive tax planning, or just annual tax reporting? When you file your 2025 taxes next April, you're essentially just reporting your financial data from the previous year. At Keen Wealth, tax planning is a proactive, year-round process we use to put your annual report in the best shape possible before…
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347b dying well: planning, caregiving & facing death with dignity
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Casey Beros is a health journalist and author of Next of Kin: What to Expect When You're Expecting to Care for Someone You Love. In this chat Casey sits down with Glen and shares her personal story caring for her dad through terminal illness, the emotional and practical realities families face and how early conversations can protect your loved ones…
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What Thanksgiving Traditions Teach About Retirement
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From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they represent. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…
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QLAC Use Cases and Planning: EDU #2548
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Chris’s Summary Jim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, how the absence of cash value affects planning decisions, differences among providers on turning income on early, the impact of mor…
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065: How Rate Cuts, Longevity, and Planning Shape Your Retirement Future
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Josh kicks off the show with a story from his annual father daughter camping trip, a reminder of why intentional time matters. He then breaks down the Federal Reserve’s latest quarter point rate cut and why this one is surrounded by controversy. With the government shutdown limiting economic data, markets and policymakers are reacting with mixed op…
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In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on approaching retirement planning and invites you to consider what a sustainable path might look like for your own situation. If you're interested in preparing for the years ahead, this overview can help y…
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465 The Year in Review — and Preparing for the Year Ahead
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In today's podcast, I want to take a few minutes to look back on 2025…and then use what we learned to prepare for 2026.By Jason Parker
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How to Buy or Sell a Business the Right Way
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Selling a business isn't just about finding a buyer and shaking hands on the terms — it's about choosing the right structure. In this episode, we break down stock sales, asset sales, common tax traps, and the key details buyers and sellers often overlook. Although this show does not provide specific tax, legal, or financial advice, you can engage D…
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(Bonus) From On Investing: 2026 Market Outlook
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After you listen Follow Kathy and Liz Ann on social media: Kathy Jones on X and LinkedIn. Liz Ann Sonders on X and LinkedIn. What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode, Liz Ann Sonders, Schwab's chief investment strategist, spea…
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The Biggest Retirement Mistakes—and How to Avoid Them
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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 break down some of the most common — and costly — mistakes people make leading up to and during retirement. From emotional investing and improper risk management to underestimating taxes, Social Sec…
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130. Planning Your Exit- More Important Than You Think
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Have questions? Send me a text here While there's plenty of advice on buying real estate and businesses, few experts talk about how to sell them. Planning your exit is just as important as planning your entry—whether you're dealing with property, a business, or even a career. If you own, or are thinking of investing in real estate or a business the…
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Top Retirement Concerns Being Discussed Online
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In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions.By Jeff Vogan
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The Hidden Cost of Roth Conversions: Avoiding Surprise Medicare Charges
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Roth conversions can save thousands in taxes, but they can also trigger Medicare IRMAA surcharges that quietly add up to more than $5,000 a year. Most retirees never see it coming, because the rules for Medicare premiums don’t line up with the tax brackets everyone focuses on. In this video, James breaks down how Roth conversions interact with Medi…
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I'm 39 years old and feeling very late to the game in terms of saving for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter…
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"I’m 66 and still mostly invested in stocks. Should I start shifting into bonds now that I’m retired, or is that old-school thinking?" We're answering YOUR questions on this week's Get Ready For The Future Show! We don’t have kids and want to leave part of our estate to our church and a few nonprofits. What’s the best way to do that while minimizin…
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A retirement blueprint can be a helpful way to think about the different areas that shape life in later years. This video looks at several pillars people commonly use to organize their thoughts, such as daily lifestyle considerations, financial structure, personal priorities, and long-term planning habits. Each pillar is presented as a lens for und…
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067: Roth Moves, RMDs and Holiday Deadlines Made Simple
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This week, Josh Bretl and Mark Elliott break down the end of year planning moves every retiree should know. They explain how Roth conversions, RMDs, capital gains planning, and charitable giving all work on different timelines and how a quick mock tax return can reveal smart opportunities before December 31. Josh also talks about the emotional side…
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December 13, 2025: The Fed, The Trades, The Texas Exchange & Meta’s Big Move
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We’re knee-deep in the last month of trading for the year, and the Fed just delivered its last rate cut of the year—exactly as expected, but not without disagreement on the committee. Tune in for a fast breakdown of the week’s market swings and what December’s meeting could signal for 2026. Since the election, investors have been buzzing about the …
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Knowing that I'm a bit of a worrier and always feeling a little anxious, it seems now would be a good time for a financial gut check. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to J…
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IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550
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Jim and Chris discuss listener emails starting with PSAs about IRMAA and Social Security spousal benefit applications, then questions on IRMAA, QLAC-related RMD rules, and a Roth conversion involving a fixed indexed annuity (FIA). (9:30) Georgette shares a PSA explaining that she successfully filed Form SSA-44 preemptively—before receiving an IRMAA…
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Bullseye Craig Johnson's 2026 Outlook: Stock Market Reality Check
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Dec 12, 2025 – Wall Street buzzes with anticipation as Jim Puplava interviews Craig Johnson, Chief Technical Analyst at Piper Sandler, about the market’s future. With the S&P 500 nearing Johnson’s “bullseye” target and investors hungry for...By [email protected] (Financial Sense)
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The Dollar’s Tipping Point: Chris Puplava on What’s Next for Precious Metals and Asset Allocation
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Dec 12, 2025 – With silver soaring to multi-year highs and the dollar at a critical turning point, Chris Puplava, CIO at Financial Sense Wealth Management, argues that the next move for the dollar will have significant consequences for precious metals...By [email protected] (Financial Sense)
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Market Power, Monopoly Fears, and the Warner Bros. Battle
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Is the streaming landscape on the verge of a mega-merger? In this episode, Ken Moraif (with Jeremy and Jordan) breaks down the Netflix/Warner Bros/Paramount bidding battle, why lawmakers are pushing antitrust scrutiny, and how consolidation could reshape streaming, movie theaters, and broad market exposure. We also talk about concentration risk ins…
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538: Freedom After 50: Why Enough Is a Mindset, Not a Number
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What if the biggest obstacle to a joyful retirement isn't your money — but the belief that you never have enough of it? In this episode, we discuss: Why "having enough" is both a financial and emotional question When saving "too well" creates new problems The FIRE movement cautionary tale The role of curiosity, creativity, and craft in a purposeful…
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Fastest Four: Social Security Doesn't Signal Retirement
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A new report just revealed something surprising about retirement: claiming Social Security doesn’t actually mean people stop working. In fact, 40% of Americans work after they claim benefits, and many continue for years. So what does that mean for your retirement strategy — and your long-term financial independence?…
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Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term. April 2025 Admin Fee Increase Et tu, Vanguard pod? Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be c…
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Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
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A shift in mindset can help investors cope with market uncertainty. 2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after s…
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Ep 100 - What 100 Episodes Taught Me About Retirement... And About Being Human
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After 100 episodes of diving into the messy, hilarious, emotional and utterly human world of retirement, I return with the rawest and most powerful episode yet. This milestone isn't a celebration; it's a challenge. A wake-up call. A bold invitation to stop drifting, stop delaying, stop hiding behind old identities… and finally step into the second …
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Bruce Mehlman: Why the 2026 Midterm Math Doesn’t Favor Trump
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Dec 12, 2025 – As midterms approach, Bruce Mehlman and Jim Puplava discuss how presidential approval, inflation, AI, and regulation are shaping up for an interesting political landscape for 2026 with the biggest surprise likely to come from...By [email protected] (Financial Sense)
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2026 Outlook: Data Centers, Inflation, and US Growth with ITR Economics (Preview)
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Dec 11, 2025 – Seeking a rigorous, data-driven perspective on the U.S. economic outlook? Lauren Saidel-Baker of ITR Economics explores the key macroeconomic themes for 2026 including the data center buildout, inflationary headwinds...By [email protected] (Financial Sense)
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Episode 95 - The Conversations You Can't Avoid
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Around every corner, it feels like the world is more divided than ever. Politics, economics, culture, identity, and even holidays can become battlefields of ideas. In this episode, we step back from the noise and look at division and conflict through a historical lens, exploring how power, money, and narrative shape the relationship between those a…
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Most people think wealth comes from buying more investments — but sometimes, the smartest move is to sell, hold cash, and wait.In this episode, Randy Barkley, Jeremiah Lee, and Laura Lee reveal why successful investors often take the opposite approach of the crowd. They dive deep into how a contrarian mindset, smart cash management, and deliberate …
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Episode 93 - Advanced Tax Strategies for Business Owners
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In this episode of Building Wealthy Habits, Jeremiah and Laura Lee break down one of the most overlooked areas of wealth strategy — estate planning for business owners.If you own a business or hold significant private assets, passing wealth to the next generation isn’t as simple as naming a beneficiary. Without proper planning, your heirs could fac…
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Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating
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Wealth often brings freedom — but it can also bring isolation. In this episode of Building Wealthy Habits, hosts Laura and Jeremiah Lee dive into the emotional side of success, exploring why so many accomplished individuals feel alone when it comes to discussing their financial concerns.They share how genuine communication, empathy, and trust can b…
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Episode 91 - Thinking About Selling Your Business? Watch This First!
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Selling your business is one of the biggest financial decisions you’ll ever make — and the offer you receive is just the beginning.In this episode, Laura and Jeremiah Lee break down what really happens when a buyer shows interest, from understanding different types of offers to evaluating the real value behind the numbers.Learn how to:✅ Prepare you…
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Episode 90 - Is your business funding or draining your retirement?
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As entrepreneurs, it’s easy to stay laser-focused on growing the business — but what about growing you?In this episode, we dive into how business owners can create personal financial freedom while still fueling their company’s success. From reinvestment decisions to tax strategies and wealth diversification, this conversation is packed with insight…
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Episode 89 - The Art of Giving: Strategies for Family and Legacy
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Most people think gifting is simple: write a check, transfer some stock, done. But here’s the truth—gifting can either save you taxes and strengthen family ties, or create conflict and unexpected tax bills.In this video, we dive into the complexities of gifting in tax planning and family dynamics. You’ll learn how to give meaningfully, avoid pitfal…
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Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
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This week, Laura and Jeremiah Lee break down the pivotal life moments when hiring a financial advisor isn’t just smart—it’s essential. From navigating complex financial decisions to building a trusted financial team, they reveal what really sets qualified advisors apart. You’ll learn why personalized guidance matters most during major transitions a…
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Episode 86 - Common Missteps for Estate Planning
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24:59
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In this episode, Laura Lee, Jeremiah Lee and Randy Barkley, break down some of the intricacies of estate planning, highlighting common missteps and offering practical advice to avoid them. They discuss the importance of having a trust over a will, the pitfalls of adding children to property titles, and the complexities of managing illiquid assets. …
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Episode 85 - Spending Habits that Stretch Your Wealth in Retirement
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Randy, Jeremiah & Laura are coming at you this week to discuss strategies for retiring without running out of money. They explore the importance of aligning financial planning with personal values, addressing common fears about retirement, and the significance of legacy and philanthropy. The conversation emphasizes the need for a well-structured pl…
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Episode 84 - Creating Reliable, Tax Efficient Retirement Income
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This week we are talking about the complexities of retirement planning for high net worth individuals. Do NOT miss this episode, as we are covering creating diverse income streams, achieving tax efficiency, and planning for a meaningful legacy. This episode offers insights into personalizing retirement plans to align with your lifestyle goals and v…
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Episode 83 - Tax Benefits from The Big Beautiful Bill
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You asked, and we listened! This week we are dissecting the tax implications of the Big Beautiful Bill. Discover how changes in SALT deductions, estate tax exemptions, and bonus depreciation can impact your financial planning. Whether you're a business owner or planning your estate, this episode offers valuable insights to help you navigate these c…
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Episode 82 - The First 5 Years of Retirement: Habits that Make or Break!
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Today we focus on one of the most critical aspects of retirement: the first five years of, emphasizing the importance of planning, financial stability, and understanding the complexities of retirement income. We discuss common pitfalls, such as impulsive purchases and the necessity of a solid cash flow plan. Randy, Laura and Jeremiah also highlight…
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