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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Retirement Portfolio Podcasts
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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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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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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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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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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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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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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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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The Broken Pie Chart Podcast offers fresh looks at investment portfolio management, economics, markets, retirement planning, and more by simplifying and explaining important aspects of financial markets and the economy in easy to understand ways.
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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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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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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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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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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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Welcome to Truly Diversified. The podcast show for smart investors who refuse to settle for Wall Street’s one-size-fits-all playbook. Hosted by Ben Mohr, a retirement strategist with nearly two decades of experience, this podcast pulls back the curtain on how the ultra-wealthy actually build and protect their wealth. From life settlements to alternative investments that hedge against volatility, Ben breaks down the strategies that offer true diversification beyond just stocks and bonds. So i ...
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Each week Scott Mallernee and John Goodhue of APO Financial in Palm Beach Gardens discuss wealth planning and tax strategies to help you grow your portfolio and keep more of what you've made.
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Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Rent To Retirement
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Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.
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The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
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Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Are you curious about owning physical gold, silver, and other precious metals? America's Gold Authority® Podcast, presented by U.S. Money Reserve, provides information and insights into these tangible assets, exploring their role in preserving wealth and navigating market fluctuations. The experts at U.S. Money Reserve identify and break down key factors influencing gold and precious metal pricing, portfolio strategies, and how to securely acquire and store physical metals. Learn how gold an ...
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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Welcome to The Retirement Roadtrip, where your GPS is set for a fun, informative, and slightly quirky journey through the twists and turns of retirement planning! We’re all about helping you navigate the road ahead with expert advice, a few laughs, and maybe a couple of surprise detours along the way. Our hosts are financial pros by day and adventure-seekers at heart, so whether you’re gearing up for retirement or already coasting down the open road, we’ve got the tips and insights to keep y ...
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Real Estate Expert, Shawn Moore, from Vodyssey.com, brings you the Vodyssey's Vacation Rental Revolution Podcast. Discover the best tips, tactics & strategies for growing and scaling your short-term vacation rental portfolio. Discover the difference between traditional short-term vacation rentals and true Lifestyle Assets. Learn from Shawn's 20 years of ups and downs in the Real Estate Investing game. Expert interviews on Acquisition, Legal, Finance, Management & more. All focused on buildin ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approa ...
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Yield to Reason Podcast | Retirement Income Planning Insights
Brandon Roberts | Retirement Income Planning Expert
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In an era where traditional accumulation strategies often fall short, I've made it my mission to guide you toward a more reliable and stress-free approach to retirement planning. The reality is stark: nearly 51% of Americans worry about outliving their savings, and 70% of retirees wish they had started saving earlier. Furthermore, 55% of Americans worry they won't achieve financial security in retirement. These statistics highlight a pervasive unease about the future. My strategy is simple ...
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Welcome to ThinkAdvisor’s Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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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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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and s ...
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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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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 W. Ben Utley and Nate Reineke, 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. Throug ...
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Real Estate Investing Morning Show
Wayne & Gabby Hillier | Canadian Real Estate Investing Coaches / Mentors
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🎧 The Real Estate Investing Morning Show is Canada’s most actionable daily real estate investing podcast. Hosted by full-time investors and mentors Wayne & Gabby Hillier from Edmonton, Alberta — this show is your go-to resource for real-life investing strategies, creative financing, landlord tips, and building wealth through Canadian real estate. Whether you're just starting out or scaling a rental portfolio, we’ll show you how to: Buy cash-flowing rental properties Use BRRRR, joint ventures ...
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money. Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie. Learn more at www.morethanmoneyradio.com
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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How Annuities Can De-Risk Your Portfolio to Allow for More Growth
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Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios. If you have a million or more in investabl…
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Beyond Market Dips: Why Your Long-Term Portfolio Might Be Stronger Than You Think (110)
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Market downturns naturally trigger anxiety for investors, but having a better understanding of your investment strategy can provide peace of mind during market turbulence. • Broad-based market ETFs diversification vs individual stocks • Creating the fixed income "war chest" • Laddered bond strategies—what are they? • Applying at least a 5-year pers…
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Send us a text Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook InstagramBy Eric Douglas, Chris Vaughn
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Are You Letting Headlines Hijack Your Portfolio?
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We all know the news can shape how we feel, but what if it’s also shaping how we invest? In this episode, Victor raises a crucial concern: how biased or emotionally charged headlines may sway investor behavior and cause short-term market volatility. Drawing from his own daily routine of listening to stock market reports, Victor explains why investo…
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082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
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Perhaps you’ve heard of Separately Managed Accounts (SMAs) but aren’t quite sure how they work or if they’re only suitable for high-net-worth investors. In this episode, we’ll break down the truth behind SMAs and why more investors are turning to them as a way to gain control, improve tax efficiency, and tailor their portfolios to their unique fina…
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How BiggerPockets' Tony Robinson Built—and Scaled—His Real Estate Portfolio Fast
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To learn more about the limited time, 50% discount on RTR Academy program, click https://bit.ly/rtracademy This episode is sponsored by… BAM Capital: Get access to premium real estate assets with BAM Capital. Rent to Retirement’s preferred multifamily partner. https://bamcapital.com/rtr/ PPR CAPITAL: Build long-term wealth through passive real esta…
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This Will Change How You See MONEY…
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We’re launching a game-changing (and free!) compound interest calculator to help you see exactly how your money grows. From hitting your first $100K to building a $7 million nest egg, we walk through real scenarios that show how small decisions today can make you rich tomorrow. Plus, your money questions answered - from Roth IRAs to risk management…
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#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
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Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate Reineke and Ben Utley discuss tax strategies with Ken Eremita, CPA. From his office in Los Angeles, Ken offers tax planning, preparation,…
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Episode 289 - 100% Bonus Depreciation┃HUGE Return┃30,60,90 Days Out┃Get Ahead NOW
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EP #269 (Tax Loophole), EP #260 (Tax Strategies With CPA's) , EP #261 (Ownership Model) In this episode of the Vacation Rental Revolution podcast, Shawn Moore discusses the intricacies of investing in short-term rental properties. He emphasizes the importance of understanding the risks associated with poor property investments and the benefits of b…
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Does the Big, Beautiful Bill Eliminate Taxes on Social Security?
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President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely. Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTub…
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132: Succession Planning | A Guide to Business Transitions
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The Intricacies of Management Buyouts and Succession Planning In this episode of 'Barenaked Money,' host Colin White from Verecan Capital Management dive into the complex world of management and employee buyouts as a form of succession planning. Featuring guest Rakesh Jain, a CPA with over 40 years of corporate finance experience, the discussion co…
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Red Deer Real Estate Market Update With Krystal Kromm | Real Estate Investing Canada | Alberta
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🎧 Messy Tenants, Red Deer Market Update, and Managing Expectations Real Estate Investing Morning Show – Hosted by Wayne & Gabby Hillier Today’s episode is packed with practical advice and expert insights for Canadian real estate investors. Wayne and Gabby tackle a real-life tenant issue involving messy common areas, how they handled it professional…
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At 90 years old, will you remember that final bonus or the time you didn’t spend with the people you love? This powerful question reframes how we think about retirement timing beyond the numbers. Yes, financial readiness matters. But delaying retirement for "just one more cycle" or "just one more raise" often leads to a dangerous pattern—constantly…
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Risk and Reward of Withdrawing Social Security Benefits to Invest Them, #261
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This week, I’m addressing a listener's question: Should you collect Social Security at age 62 and invest the money, or wait until your full retirement age, or even age 70, for a bigger benefit? I break down the math and the risks, weighing the advantages of guaranteed annual increases and cost-of-living adjustments against the potential (and pitfal…
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06 | Unlock Hidden Wealth: How Life Settlements Can Boost Your Portfolio
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In today's episode of The Truly Diversified Show, Ben explores a lesser-known financial strategy that sidesteps the volatility of traditional stock market investing: Life Settlements. As market fluctuations continue to rattle portfolios and retirement plans, the discussion looks at a powerful but often overlooked option that’s gaining traction amon…
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#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return
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In the SPECIAL EDITION episode, Andy summarizes the key provision of the recently signed into law One Big Beautiful Act that are most likely to impact you and your tax return. The topics summarized are: Permanency of the current federal tax rates Permanence, and a slight increase, to the current standard deduction amounts A new temporary personal e…
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The newly enacted 50% tariffs on imported steel and aluminum are raising construction costs for builders, which are likely to be passed on to homebuyers-- thereby worsening affordability. Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., Market Wrap, IQV - IQVIA Holdings Inc., REZ - iShares Residential & Multisector Real Estate ETF, Will Tariff…
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1031 Exchange Explained: How to Legally Defer Real Estate Taxes in 2025!
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Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replay This episode is sponsored by… NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtr BLUPRINT HOME LOANS: Get pre-approved with one of RTR’s preferred lenders at https://blupr…
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What's Happening In The Markets and Economy
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In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions.By Jeff Vogan
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In this episode Randy, Jake, and Jeff discuss current events, financial independence in retirement, creating a successful second half in life, and what the Floyd Financial 5-step retirement process.By Floyd Financial Group
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How To Accomplish Your Real Estate Investing Goals In 2025 | Real Estate Investing Canada | Edmonton
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🎧 Halfway Through 2025: Resetting Your Real Estate Goals Real Estate Investing Morning Show – Hosted by Wayne & Gabby Hillier We’ve hit the halfway mark of 2025, and if you’re feeling behind on your real estate goals—this episode is your wake-up call. Wayne & Gabby break down how to reset, refocus, and actually get sh*t done before the end of the y…
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Best Strategies to Avoid Running out of Money in Retirement
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Send us a text The #1 Fear Every Retiree Faces (And How to Conquer It) What if your retirement savings could last forever? That haunting question—"Will I run out of money?"—keeps more retirees awake at night than any other financial concern. But what if there was a surprisingly simple solution hiding in plain sight? In this eye-opening episode of Y…
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417: Net Worth Of $5.0M - The Long Game & Paid Off RE: How a Government IT Pro Became a Real Estate Millionaire
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Summary Dustin shares his journey from a stable government job to becoming a successful real estate investor with a net worth of over $5 million. He is in his 40's. He emphasizes the importance of cash flow, building a business around real estate, and helping others achieve financial independence through coaching and education. Dustin discusses his…
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The Not-So-Obvious Reason To Retire Early
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We often focus on the fear of running out of money in retirement—but what if the bigger risk is running out of health before you can enjoy it? After watching The Amazing Race, I was reminded of a client story we hear all too often: years of diligent saving, only to be sidelined by health issues just before retirement begins. At Root, we’ve seen cli…
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Her Finances Need a TOTAL Reset… | Making a Millionaire
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Megan has an ultra-aggressive savings rate, yet she’s overwhelmed, losing sleep, and worried she’s doing it all wrong. We show her how to simplify her finances, build the right emergency fund, optimize taxes, and still live a rich life today. If you’ve ever wondered if you’re too focused on money, this one’s for you. Jump start your journey wit…
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What Happens If I Lose My Medical At Southwest Airlines
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In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP® continues the Loss of Medical series with a deep dive into what happens if a Southwest Airlines pilot loses their medical. Tim outlines why Southwest’s program may be the most pilot-friendly of all the majors, including generous long-term disability benefits, a built-in COLA, a flexible ta…
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Fallacy of Dollar Losing 90% of Value | Buy at All-Time Highs? | Gold Is More Volatile Than You Think | Fastest New High Post Bear Market Ever
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Derek Moore looks at some data showing that buying markets at all-time highs isn’t so bad. Plus, after years of listening to how the dollar has lost 90% of its value or more, let’s set the record straight about whether this is a fallacy or truth. You might be surprised by the data. Then, examine the volatility and drawdowns of gold prices. Yeah, th…
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Sunday, June 6th. A surprisingly strong June jobs report.
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Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies…
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We're Rounding Up a Best-of Episode to Celebrate Stampede Week
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How Lifestyle Medicine Can Help You Thrive in Retirement Dr. Jennie Ding shares how lifestyle medicine can support better gut health, energy, and longevity using science-backed habits that help you thrive through retirement and beyond. Where Are Canadians Going Instead of the U.S. This Summer? Travel expert Lesley Keyter shares why more Canadians a…
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Bitcoin at 60? Bold Moves, Roth Rules, and the Wild World of ETFs
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On this week’s Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunderstood five-year Roth IRA rule. They also dive into the explosion of Exchange-Traded Funds (ETFs), the downside of complicated income products, and a heartwarming yet hilarious look into redecorating empty-nest…
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July 5, 2025: From Payroll to Portfolio: Making the Most of Your 401(k
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In this episode, we sit down with Justin Wagner, AIF®, Henssler Financial’s Director of Business Development, to explore the real value of offering—and participating in—a 401(k) plan. For employers, we discuss the end of traditional pensions and why the shift toward defined contribution plans like the 401(k) makes sense today. Justin explains how c…
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Friday 4th of July Show - Best of Caller Questions
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…
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Edmonton Real Estate Market Update | Calvin Hexter | Real Estate Investing Canada
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🎧 Edmonton Real Estate Market Update + Foreclosures & Buyer Strategy for July 2025 Real Estate Investing Morning Show – Hosted by Wayne & Gabby Hillier This morning’s episode features a deep dive into the Edmonton real estate market update for July 2025, with returning guest Calvin Hexter from Calvin Realty. Wayne and Gabby kick off the show with s…
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Most people know they should have a financial plan, but what should that plan actually look like? We break down a personalized financial strategy for every decade: 20s, 30s, 40s, and 50s+. You’ll learn how to overcome key challenges, build smart habits, and make the most of your time, money, and opportunity. From wealth multipliers and Roth IRAs to…
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508: More Control, Less Surprise: A Real Retirement Tax Wake-Up Call
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What if you did everything “right” in retirement, but were still left surprised? That’s exactly what happened to Fritz Gilbert, one of our favorite past podcast guests. In this episode, we unpack his recent article, “My Biggest Surprise in Retirement,” and explore why his carefully planned Roth conversions didn’t make the impact he expected. This c…
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Market Volatility: 4 Key Factors to Track in Q3 2025
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Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility. What Was Surprising From Q2 Market Volatility Mixed Expectations as Trump’s Tariff Deadline Approaches How Should Investors Prepare Themselves for Market Volatility? How Tariff Uncert…
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Episode 288 - Todd Parrish┃When Retirement Plans Don't Work, What Do You Do?
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GET YOUR LIVE EVENT TICKETS: https://www.eventbrite.com/e/vacation-rental-investing-masterclass-tickets-1384455887829?aff=oddtdtcreator Want to learn more about Vodyssey or start your STR journey. Book a call here: https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7 CHECK OUT…
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US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You
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Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Mat…
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We all know we should probably save some more, but when we pass the piggy bank phase and have larger amounts of money, things get a little more complicated than just dropping some coins every once in a while. In this episode of Real Personal Finance, Scott and Nick get into a little detail that most people skip: “where” and “how” matter as much as …
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Why July Is the Time to Buy | Real Estate Investing Canada | Edmonton
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🎧 Why July Is the Time to Buy: Why Real Estate Investors Should Love Summer Real Estate Investing Morning Show – Hosted by Wayne & Gabby Hillier In today’s episode, Wayne and Gabby explain why July is one of the most strategic months for real estate investors to buy properties. While most people go into vacation mode, smart real estate investors ca…
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The Wall of Worry: Financial Strategies Amid Global Uncertainty
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There’s always something in the headlines. Lately, it’s the intensifying conflict in the Middle East, which understandably has investors on edge. In this episode, Tim takes a big-picture view of what geopolitical events like this actually mean for your portfolio and retirement plan. Yes, markets react. Yes, oil prices jump. Yes, news cycles stir up…
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3 Retirement Moves You Can’t Afford to Get Wrong
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This fresh look at retirement planning highlights the importance of outpacing inflation, getting educated, and making smart decisions about when to claim Social Security. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retir…
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#158 - How investment custodians make money
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Andy discusses the main ways in which investment custodians like Scwhab, Vanguard and Fidelity make money (even when you often don't outright directly pay them anything...) Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube …
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The Hidden Risks of Passive Investing’s Market Dominance
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As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflar…
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AI, Investing & Risks: What Smart Money Is Doing
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Jason Labrum and Alex Klingensmith unpack the AI-driven wealth explosion, spotlighting where the real opportunities are—and the hidden dangers investors can’t afford to ignore. 💰 With Nvidia topping $3.8 trillion and AI fueling growth across sectors, now is the time to understand the shift, adjust your portfolio, and avoid costly mistakes. 📲 Connec…
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Talking about Independence with Greg Kraminsky
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In this episode, Colin and Steve sit down with longtime friend and former partner Greg Kraminsky to reflect on their transition to independence, why they made the move, how it's going, and what it’s meant for the people they work with. They share what it’s like to step away from the familiar and what they have gained in the process.…
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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
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Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
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