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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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A Podcast about retiring early, moving abroad, and living what we coined a "Better Second Half of Life." After working hard for over 25 years and raising our family, we retired early at age 50, we sold everything, and moved abroad from North America to begin our "Second Half of Life." We make our base on the beautiful island of Madeira, Portugal. As a healthy and fit, long-married couple who retired at 50 and moved abroad, we talk about all things retirement - from finances, new friends, ret ...
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Where Do Gays Retire is a podcast where we help you in the LGBTQ+ community find a safe and affordable retirement destination. Join Mark Goldstein as he interviews others who live in gay-friendly places around the globe. Learn about the climate, cost of living, the LGBTQ + community, healthcare, crime and safety, and more.
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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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A podcast all about powerful body transformation, simple nutrition, and real stories from people living fit in the real world.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Travels With Jim and Rita
Jim Santos, travel writer and host of the International Living Podcast
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Discussing the challenges, rewards, and drawbacks of living overseas. Follow our decision to sell our home and live abroad until the housing market adjusts. Information for the would-be expat, digital nomad, roving retiree, or just plain traveler. Host Jim Santos is a published travel writer with over 200 articles and seven books (jimsantos.net). He and his wife Rita lived in Ecuador for 6 years, and are currently test-driving the roving retirement lifestyle. Jim is also the host of the popu ...
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Aspire and Achieve with Annie is the go-to podcast for women navigating life’s biggest transitions—whether it's empty nesting, divorce, retirement, or grief. Hosted by certified life coach Annie Lewellyn, this podcast offers heartfelt guidance, personal stories, and actionable strategies to help you rediscover purpose, build confidence, and embrace your next chapter. With humor, inspiration, and real-life wisdom, Annie shares the lessons she's learned from overcoming her own struggles, provi ...
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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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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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AdventuRetired is a podcast for retired people to share ideas and information about trips, hobbies, and the many things that can be done to have an amazing retirement. Hosts, Cindy and Curt, tell about some of their adventures as well as interviewing guests who have their own retirement adventures. Please subscribe and join us!
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Aging With Grace 55+™ is a 45-minute interview magazine format featuring guests providing useful tips for taking care of self, aging family members and those who priovide care for elders. Some of our interviewed guests are also doing what seniors only dream about or never thought possible. Enjoy and share (or even perhaps even emulate) their stories on this lifestyle podcast. Rotating magazine style segments are designed to create an on-line community for living well and continuing to engage ...
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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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Retirement Answers Today 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 decisio ...
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Are you at a place in your life where you think you should have it all figured out by now? Heidi Gustafson is a Board-Certified Hypnotist and Mindset Coach who has taken all her life challenges and turned them into her superpower of creating a life that she loves… and she coaches midlife women to do the same! If you feel like you've tried everything and still don’t know where to start, you’re in the right place. From painful divorce to retirement, chronic people pleasing to crushing self dou ...
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Leadership development can lead to greater promotion potential. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate Finance and Accounting. Topics will be dedicated to leadership and strategic mindset development for Finance and Accounting professionals, where we will focus on the four key Finance Leader responsibilities: 1) influence, 2) developing our team, 3) achieving result ...
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Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric liv ...
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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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J. Massey, real estate investor, entrepreneur, sales coach, instructor, master facilitator of Robert Kiyosaki’s CASHFLOW™ 101 games and creator of Cashflow™ Diary, offers free training courses for new and experienced investors. Break through the clutter of learning real estate and business investing and become a successful entrepreneur. Listen to beneficial strategies to improve your skills in prospecting, placing offers, closing deals, buying, selling, wholesaling, fix & Flips, rehabs and m ...
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The Beyond Accounting Bitesize Podcast aims to inspire finance professionals to use their expertise to transform businesses and create a positive impact on the wider communityEach episode features an interview with a Chartered Accountant who will provide insights how they made a difference to their company, industry, or society. You will get insights into how they became successful and predictions for the future of their industry. Check out www.cawnetworkusa.com for more webinars and events.
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Fintech is eating the world. Join Peter Renton, Co-Founder of Fintech Nexus, every week as he interviews the fintech leaders who are leading the transformation of financial services. If you want to understand what the future will look like for lending, payments, digital banking and more tune in to Fintech One•On•One (formerly the Lend Academy Podcast).
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The past few years have caused many of us to rethink how we live our lives. And for those of you approaching retirement, the question becomes more urgent - now what? How do you find new meaning and purpose? I’m Cara Gray, third-act consultant, multi-passionate entrepreneur and seeker of life’s answers. Join me as I explore inspiring conversations with those thriving in their "third act." Hear first-hand as former executives, professionals, and creatives share their authentic journeys of self ...
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From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, b ...
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Welcome to Austin Eras, the podcast that unravels Austin's transformation into a 21st-century boomtown and explores its potential future. Brought to you by Collective Advisors, Austin Eras takes you on a journey through the city's evolving landscape and rich history, offering insights into its dynamic past, present, and future. www.austineras.com #Austin #Texas Austin Eras featuring Adam Flagg is brought to you by Collective Advisors. Collective Advisors offers investment advisory services t ...
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The Healing Man Podcast is your go-to space for personal growth, self-mastery, and becoming the best version of yourself. Each episode dives into mindset, wellness, and life strategies to help you heal, evolve, and level up. Whether you're working on mental resilience, physical health, or inner peace, this podcast delivers real talk, powerful insights, and actionable steps to fuel your transformation. Tune in, take charge, and start your journey to a stronger, wiser, and more fulfilled you. ...
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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and pa ...
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Realtor interviews business Allow me to introduce myself as Jacqueline Watson, a Realtor in the Toronto/GTA area. However, my expertise extends beyond real estate. I am also a Mediator specializing in Labour Relations. My passion lies in more than just selling homes; I strive to transform lives and empower individuals to achieve financial freedom through home ownership. In addition to my real estate endeavors, I am building a thriving community through my podcast, Elementary. This platform a ...
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Are you ready to put yourself first in your 55+ years? Your host, Laurie Adams at 60+, successfully did that and is here now to help you discover what you want for your own, full second act in life. She lived in the people-pleasing era where young girls learned to put themselves last and how, as experienced, mature women they can rekindle dreams and realize them. A certified life and weight loss coach, Laurie, along with her variety of guests, share how they have shifted into their best year ...
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The Freedom Founders Podcast - Investing and Financial Freedom for Dentists
Dr. David Phelps
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Podcast for dentists – practice transformation and passive cash flow generation.
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Join Rosa Coelho, creator of Simply Strong, as she inspires you to embrace strength, sustainable weight loss, and a vibrant, balanced lifestyle. Living Simply Strong is about simplifying your journey to better health, personal growth, and confidence. Through expert advice, heartfelt conversations, and actionable tips, Rosa empowers you to build strength, navigate life transitions, and create a fulfilling lifestyle with ease. Designed with women 40+ in mind, this podcast addresses the unique ...
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Rock Your Retirement Show
Kathe Kline and her guests discuss Retirement Lifestyle, not money.
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Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
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Discussions over drinks with security, defense, and foreign policy insiders and experts. The original War on the Rocks podcast series.
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Retirement, Life and Investment show starring Denis O’Brien, President of O’Brien Retirement Investment Group and of www.obrienretire.com
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Mind Your Midlife: Confidence and Success, One Thought at a Time, with Cheryl Fischer
Cheryl Fischer
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Did you wake up one morning and realize that you’ve hit midlife? Your forties (or fifties!) are here. You thought by now you’d have six figures in your retirement fund, have the confidence to speak up at work and in your relationships, and would have learned to love your body by now. You’ve read and listened to all the self help and taken the experts’ advice, whether it’s thinking positively, joining the 5am club, or posting notes to yourself around the house. With every next attempt, though ...
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Join George Markoski, a seasoned expert in the field, as he demystifies the complexities of the property market and unveils the secrets to turning real estate into real wealth. Each episode is packed with actionable insights, innovative strategies, and George's personal anecdotes from years of experience. Whether you're a first-time investor or a seasoned pro looking to expand your portfolio, George offers valuable tips on how to maximise your returns and minimise risks. The George Markoski ...
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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Unlocking the Next Chapter: How Cyn Meyer's Second Wind Movement Can Transform Your Retirement Journey
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Tell us about your Adventure! Retirement often feels like standing at a crossroads, unsure of which way to go. This significant life change can bring both excitement and anxiety. Luckily, the Second Wind Movement, guided by retirement life coach Cyn Meyer, provides a vibrant approach to navigating this transition. With compassionate guidance and pr…
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Transforming an Inherited IRA into Tax-Free Retirement Wealth (107)
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We unpack a strategy to transform an inherited IRA into tax-free retirement wealth through a strategic Roth conversion. A client recently inherited $52,000 from his mother and was taking RMDs without a clear plan until we implemented this approach. What you'll learn: • Inherited IRAs become "beneficiary IRAs" when passed down to non-spouses • Benef…
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Rents Rising: Why the GTA Rental Market Feels So Wild Right Now
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Send us a text Rents Rising: Why the GTA Rental Market Feels So Wild Right Now Get out and VOTE! Now, let’s dive into today’s topic: rentals. From what’s happening in the Toronto and GTA rental market, to why rent prices feel sky-high lately, we’re breaking it all down in plain language. You might be wondering, “Why is rent so expensive?” Well, it’…
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S3 E33 The Psychology of Success: Grit, Business & Wealth with Dr. Brook Choulet
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Send us a text In this conversation, Dr. Brook Choulet shares her journey into sports psychiatry, discussing the importance of mental performance in athletics and the mindset required for success. She emphasizes the significance of resilience, goal setting, and defining personal success, while also addressing the financial aspects of being a physic…
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Hidden Fees: The Silent Retirement Killer
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This week on Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding hidden fees in financial portfolios, the value of transparency in financial advising, and the mindset needed for a fulfilling retirement. He emphasizes the need for a customized retirement blueprint to ensure financial independence and confidence in …
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3125: Top 5 Non-Medical Factors That Affect Your Life Insurance Rates by Jeff Root with Good Financial Cents
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3125: Jeff Rose highlights five often-overlooked non-medical factors that can significantly influence your life insurance premiums, offering practical advice to help you better position yoursel…
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Transforming Business without Sacrificing Employee Satisfaction: Interview with Service Physics Co-Founders, Brian Reece and Steve Crowley
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Send us a text Episode 137: What if the key to transforming your business lies not in adding more resources, but in simply understanding how your employees move through their workspace? In this eye-opening conversation with Service Physics co-founders Brian Reece and Steve Crowley, we uncover the hidden costs of inefficient processes that might be …
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Navigating the Tax Maze Ep 3 Gift & Estate feat. John Nuckolls
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In this third episode of Beyond Accounting Bitesize, BDO’s John Nuckolls unpacks the intricacies of U.S. gift and estate tax laws as they apply to non-U.S. citizens. The episode addresses key topics including inheritance from foreign relatives, the crucial IRS Form 3520, and the implications of receiving gifts from covered expatriates. John also ex…
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49 | Les Conway | Redefining Retirement: Lifestyle Planning, Business Resilience, and Finding Purpose
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In this inspiring and thought-provoking episode, we dive deep into the world of lifestyle financial planning and purposeful business ownership with seasoned financial planner Les Conway, who brings over 35 years of industry experience and 15 years running his own practice. We explore how traditional notions of retirement are rapidly evolving - and …
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Navigating The Tax Maze Ep 2 Pensions & Retirement Planning feat Mark Boaman
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In this episode of Beyond Accounting Bitesize, BDO’s Mark Orman dives into the complexities of U.S. tax rules for non-U.S. citizens. From foreign pension and retirement plan treatment to departure year considerations and the potential impact of expatriation tax, Mark offers practical insights for globally mobile professionals. The discussion also h…
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1093-Why You Should Move to South Dakota, Even If You Have No Plans to Live There!
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South Dakota Residency: The Definitive Guide: https://escapethetechnocracy.com/?coupon-code=rpf&sc-page=south-dakota-residency-definitive-guide Privacy Post: https://privacypost.io
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Navigating the Tax Maze Ep 1 US Tax For Overseas Workers feat. Dave Zydek
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In this kickoff episode of Beyond Accounting Bitesize, Dave Zydek of BDO guides listeners through the complex terrain of U.S. income, gift, trust, and estate taxation for foreign nationals living and working in the U.S. From the substantial presence and green card tests to the impact of FATCA, PFICs, and foreign disclosure requirements, this episod…
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3 Powerful Ways To Silence the "I'm Not Enough" Voice
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Send us a text If you’ve ever struggled with self-doubt, if that little voice in your head whispers, “You’re not good enough”—this episode is for you. Because today, we are silencing that voice. I know how it feels to battle that constant, nagging thought that says, “You’re not smart enough. You’re not thin enough. You’re not successful enough. You…
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Choosing the Best Financial Advisor: Secrets to Success
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This episode explores the essential considerations for hiring a financial advisor, focusing on understanding your needs and goals rather than jumping into products. The hosts, financial advisors Jim Martin & Casey Bibb, discuss the importance of having a written financial plan, the fiduciary responsibility of advisors, and the key questions to ask …
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3124: The Zero Cost Lifestyle by Tynan on Intentional Living and Extreme Frugality
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3124: Tynan breaks down how intentional, creative decision-making can fund a fulfilling life at a fraction of the expected cost. By rethinking needs and eliminating unnecessary spending, he des…
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3123: The Key To Happiness Is Saving More Not Making More Money by Sam Dogen of Financial Samurai
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3123: Sam from Financial Samurai argues that true happiness stems more from how much we save than how much we earn. Backed by compelling survey data and personal anecdotes, he illustrates how s…
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3122: Find Out For Yourself by Ross Enamait of Ross Training on Extreme Ownership
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3122: Ross Enamait challenges the culture of passively consuming advice by urging readers to test ideas for themselves, embrace trial and error, and trust personal experience over hearsay. His …
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3121: The Hidden Wealth Opportunity by Gordon Stein on Saving Money and Personal Growth
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3121: Gordon Stein shares a powerful personal story of turning a naïve rental mistake into a hands-on education in home construction, gaining invaluable trade skills that paid dividends for dec…
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What They're Not Telling You About the Economy: The K Shaped Collapse - Dr. David Phelps, Jeremy Knauff: Ep #533
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Today, I'm sharing a recent and powerful conversation I had with Jeremy Knauff, a friend and public relations and marketing expert, unpacking the dramatic shifts underway in the global economy and how everyday Americans can prepare. In this conversation, we make sense of macroeconomic chaos, including inflation, tariffs, the demise of the dollar st…
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When Flashbacks Make You Cringe... And Smile (Ep. 25)
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Ever find yourself looking at an old photo or hearing a throwback song and suddenly you're smiling... then cringing? One minute it's nostalgia, and the next you're thinking, “Why did I do that?” Been there. In this episode, we're diving into what I like to call the “midlife memory seesaw”—that mental tipping point between warm, fuzzy memories and t…
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265 - Philip Chao on Building Guaranteed Income At The Workplace
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Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the futu…
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S3 E32 Physicians & Financial Freedom: Why You Should Start Investing Early with Snehal Sonawane
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Send us a text In this conversation, Snehal Sonawane shares her inspiring journey from a small town in India to becoming a leader in digital pathology and AI in the United States. She discusses her experiences in medicine, the importance of financial independence, and her interest in real estate investing. Snehal emphasizes the need for physicians …
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3120: Debt Can Be A Good Thing - In Moderation by Paula Pant of Afford Anything on Financial Freedom
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3120: Paula Pant challenges extreme attitudes toward debt, showing how both blind borrowing and rigid debt aversion can hurt your financial future. With a nuanced perspective, she explores how …
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