…
continue reading
Retirementplanning Podcasts
The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
…
continue reading
The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
…
continue reading
Discover stories from real people who are living out their definition of a secure retirement.
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
…
continue reading
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.
…
continue reading
Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
…
continue reading
Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
What you don't know CAN hurt you! Retirement is the most expensive purchase you'll ever make and, because you only get one shot, you better get it right. This show is dedicated to helping retirees and Baby Boomers learn what they need to know so they can make informed decisions and retire successfully. And best of all, we make it understandable! If you want to learn how to avoid some of the more common mistakes I've seen retirees and Boomers make over the last two decades, tune in; and if yo ...
…
continue reading
"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, thi ...
…
continue reading
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 ...
…
continue reading
Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
…
continue reading
Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
…
continue reading
Meet Peter and Paul, the brains behind Real Estate 101. A former mechanic, Peter is the co-author of Commercial Real Estate Investing For Dummies and is now considered a premier expert in the country on helping every day achieve their commercial real estate dreams. Paul left his corporate director gig ten years ago to invest in real estate full-time and has never looked back. It did not take him long to realize that he could make a huge impact as a mentor and he has spent the last few years ...
…
continue reading
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
…
continue reading
Start your journey towards financial freedom with The Wealth Fix as Ryan A. Hughes and Peter Campbell, explore topics ranging from personal finance to investing tips to the macroeconomic landscape. Nothing here should be considered financial advice. See our disclosures here: https://bulloakcapital.com/disclosure/ Get started today → https://bulloak.com/
…
continue reading
Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
…
continue reading
1
The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
1
4
Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
…
continue reading
We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
…
continue reading
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
…
continue reading
Whether you call it: Retirement, re-wirement, re-tryment, your encore, second act, or next chapter; the point is: retirement no longer has a clear definition. The traditional view of retirement is outdated and new frameworks for managing our money and time are needed. Welcome to 8000 days. A podcast where together we discuss retirement; what's working, what's not , and what changes are needed for us to achieve the most robust retirement possible. Join Caleb Miller and Riley Anderson of Inves ...
…
continue reading
Todd Tresidder from the FinancialMentor.com blog reveals unconventional wealth building advice and advanced investment strategy tips. Discover the next step in retirement planning and personal finance from a former professional hedge fund manager turned financial educator. If you are tired of the same old “buy, hold, and pray” and worn out frugality tips then this show is for you. Each episode teaches financial freedom for smart people by revealing what works, what doesn’t, and why. Todd has ...
…
continue reading
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
…
continue reading
1
461: Four Reasons Good People Fail at Retirement—and How to Avoid Them
9:27
9:27
Play later
Play later
Lists
Like
Liked
9:27
So I've met a lot of people over the years who have over prepared for retirement, and I've met others where I had to say, I'm sorry, you need to keep working. Unfortunately, I've seen good hardworking people, people who have saved, invested, and tried their best. They're still unable to retire, and the question's why?Today, I want to share the 4 bi…
…
continue reading
1
Special Guest Carissa Keen on How the Keen Wealth Foundation Is Making an Impact and Sharing Guidelines to Help You Evaluate Your Own Charitable Giving Strategy
42:09
42:09
Play later
Play later
Lists
Like
Liked
42:09
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members of our community, whether we're making monetary grants or lending a hand to projects around the greater Kansas City area. And through the efforts of …
…
continue reading
1
088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
23:03
23:03
Play later
Play later
Lists
Like
Liked
23:03
Losing a spouse is one of life’s most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to changes in income, the process can feel like an impossible burden to carry alone. Without a plan in place, surviving spouses may find themselves vulnera…
…
continue reading
1
Top 4 Signs You’ve Over-Diversified Your Portfolio
45:35
45:35
Play later
Play later
Lists
Like
Liked
45:35
Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than protection. Today's Stocks & Topics: XPO, Inc. (XPO), Market Wrap, Tax Lost Harvesting, Infosys Limited (INFY), Palo Alto Networks, Inc. (PANW), Top 4 Signs You’ve Over-Diversified Your Portfolio, Newmon…
…
continue reading
1
Conversation, Volunteering and Caregiver Relief
27:26
27:26
Play later
Play later
Lists
Like
Liked
27:26
In this episode of Senior Matters, host Mark E. Wight talks with Lisa Underwood from Aging Strong, a non-profit supported by JANNUS , which has served the Treasure Valley for over 50 years. Lisa shares how the Legacy Corps Caregiver Support Program provides meaningful companionship to military families and isolated older adults throughout the Treas…
…
continue reading
1
Is Financial Software Giving You False Retirement Confidence? - 548
47:56
47:56
Play later
Play later
Lists
Like
Liked
47:56
Wendy and Joe in Colorado ran the numbers, and their financial planning software says they'll have over $10 million when they pass. Wendy's wondering if they should continue converting to Roth while working, despite their high tax bracket. But has the software lulled them into a false sense of security? That’s today on Your Money, Your Wealth® podc…
…
continue reading
1
Retirement’s Hidden Risks: Are You Really Prepared?
8:25
8:25
Play later
Play later
Lists
Like
Liked
8:25
What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hi…
…
continue reading
1
The Best Investors Don’t Follow Trends... They Do This
5:16
5:16
Play later
Play later
Lists
Like
Liked
5:16
Feeling a little lost with your U.S. investments while living in Israel? Let’s fix that. Learn how to stay cool when markets drop, avoid costly mistakes with local investments, and make your money work smarter, not harder. This one’s all about taking control, cutting through the noise, and building confidence in your cross-border financial game. Gr…
…
continue reading
1
The Retirement Generation Gap: Boomers vs. Gen X
45:39
45:39
Play later
Play later
Lists
Like
Liked
45:39
We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial future. Today's Stocks & Topics: Richtech Robotics Inc. (RR), BNY Mellon US Large Cap Core Equity ETF (BKLC), Market Wrap, Kinross Gold Corporation (KGC), SSR Mining Inc. (SSRM), The Retirement Generati…
…
continue reading
With so many listener questions pouring in lately, it was time for another Q&A session. In this episode we tackle the most pressing retirement topics on your mind: - Social Security: How to maximize your benefits and avoid costly mistakes. - Required Minimum Distributions (RMDs): What the new rules mean for your withdrawals. - Inherited IRAs: The l…
…
continue reading
1
111: An Insider’s Look at the Future of the Fed Reserve and Rate Cuts with Danielle DiMartino Booth
44:13
44:13
Play later
Play later
Lists
Like
Liked
44:13
For most Americans, the Federal Reserve feels like a distant, complicated institution—but the decisions made behind those closed doors have a direct impact on our everyday lives. From rising mortgage rates to job market shifts and retirement income security, the Fed’s influence is everywhere. Yet few people fully understand its purpose, history, an…
…
continue reading
1
Are You A 401k Millionaire? Planned For The Taxes?
28:05
28:05
Play later
Play later
Lists
Like
Liked
28:05
Hans and Robby are back again this week with a brand new episode! This week, they discuss the question, are you a 401k millionaire. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] o…
…
continue reading
1
Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
45:39
45:39
Play later
Play later
Lists
Like
Liked
45:39
When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings. Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Y…
…
continue reading
1
523: Freedom After 50: Beyond the Pyramid—Rethinking Happiness in Retirement
29:21
29:21
Play later
Play later
Lists
Like
Liked
29:21
Many of us spend decades climbing Maslow’s pyramid — seeking security, comfort, and experiences — only to realize that the top is where true joy lives. Join us as we explore the “Happiness Hierarchy” and why lasting fulfillment comes not from what you buy or where you travel, but from who you become. In this episode, we discuss: How to shift from “…
…
continue reading
1
Retirees in Israel! Stop Your IRA from Triggering Huge U.S. Tax Bills
5:06
5:06
Play later
Play later
Lists
Like
Liked
5:06
Ready to keep more of your retirement cash and outsmart those surprise tax hits? We’re breaking down the IRA trap that many olim don’t see coming and sharing simple moves—like Roth conversions—that can put you back in control. If you want to protect your nest egg and make your money work smarter, this one’s for you. Plus, find out how a free, no-pr…
…
continue reading
1
Is Your 401(k) Doing Everything It Could Be?
45:29
45:29
Play later
Play later
Lists
Like
Liked
45:29
If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great. Today's Stocks & Topics: RKLB - Rocket Lab Corp., Market Wrap, Amerigo Resources Ltd. (ARREF), Is Your 401(k) Doing Everything It Could Be?, Fixed Income, British American Tobacco P.L.C. (BTI), Gold, Powell Industries, Inc. (POW…
…
continue reading
1
Investor Psychology: The Hidden Force Behind Stock Market Trends
15:43
15:43
Play later
Play later
Lists
Like
Liked
15:43
The markets are moving, and we’ve got plenty to unpack! In this week’s episode of WWM Talks, Greg Carrol and Vince Stefano break down the latest numbers: the S&P 500 up 1.6%, the Nasdaq up 2%, and the Dow showing steady gains. But what’s really catching our eye? The small caps, the Fed’s latest rate cut, and what it all means for your portfolio We …
…
continue reading
1
Medicare’s Future: Rising Costs, Fewer Perks, and Hidden Traps
19:18
19:18
Play later
Play later
Lists
Like
Liked
19:18
Even if you’re not on Medicare right now, chances are someone you love is—and sooner or later, you’ll face those decisions yourself. That’s why it’s worth paying attention to an important letter that arrives every September: the Annual Notice of Change. Most people glance at it, toss it aside, and never think twice. But with big shifts coming in 20…
…
continue reading
1
EP # 159 | Financial Psychology for Retirees
42:51
42:51
Play later
Play later
Lists
Like
Liked
42:51
In this episode of Retirement Planning Simplified, Joe Curry talks with Dr. Meghaan Lurtz, a financial psychology professor at Kansas State University. They explore why money decisions in retirement are often driven by emotions, not just numbers. You’ll learn how to handle common retirement worries, manage money disagreements with your spouse, and …
…
continue reading
1
AI vs. Human: Can You Trust a Robot with Your Money?
45:13
45:13
Play later
Play later
Lists
Like
Liked
45:13
In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions. Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. H…
…
continue reading
1
The Millionaire Mindset: How Successful People Think About Money
45:46
45:46
Play later
Play later
Lists
Like
Liked
45:46
In this episode, we explore how successful individuals make a powerful shift in perspective—from seeing money as an end goal to a tool for unlocking opportunities and building sustainable, long-term wealth. Today's Stocks & Topics: SBSW - Sibanye Stillwater Limited ADR, GOOG - Alphabet Inc., Market Wrap, The Millionaire Mindset: How Successful Peop…
…
continue reading
1
Roth Conversions: When to Make 'Em, When to Take 'Em - 547
43:20
43:20
Play later
Play later
Lists
Like
Liked
43:20
A YMYW listener from Missouri and his wife are retired at 69 and 67, with less than $2 million dollars. Should they continue converting retirement savings to Roth for the tax-free growth? What should they do about long term care insurance? More importantly, is our listener’s name (Cousy) pronounced "Cuzzy" or "Koozy"? Speaking of Roth conversions, …
…
continue reading
1
Trusts, Taxes, and the Silver Tsunami: Are You Ready?
19:14
19:14
Play later
Play later
Lists
Like
Liked
19:14
What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while hon…
…
continue reading
1
Can Your Portfolio Handle Life’s Curveballs?
5:09
5:09
Play later
Play later
Lists
Like
Liked
5:09
Life just threw you a curveball—now what? Discover why having a “great” investment portfolio isn’t enough if you can’t reach your money when it matters most. Whether you're helping family, managing an inheritance, or navigating cross-border finances, learn how to keep your plan flexible, your future intact, and your priorities straight.…
…
continue reading
1
The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts
46:24
46:24
Play later
Play later
Lists
Like
Liked
46:24
In this episode, we will analyze a new Federal Reserve report that reveals how AI is quietly influencing hiring for jobs requiring a college degree (and why this trend of scaled-back hiring is expected to accelerate in the coming months). Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, MRK - Merck & Co. Inc., The AI Job Paradox:…
…
continue reading
1
Outdated Retirement Rules that Can Cost You - And What to Do Instead
43:08
43:08
Play later
Play later
Lists
Like
Liked
43:08
Many of the “golden rules” of retirement no longer shine. The 4% withdrawal rule, the “set it and forget it” investment strategy, and even long-trusted programs like Social Security and Medicare aren’t as reliable as they once were. In this week's podcast, we unpack why these outdated approaches could put your financial future at risk, and more imp…
…
continue reading
1
522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2
40:50
40:50
Play later
Play later
Lists
Like
Liked
40:50
Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. Bobby Dubois, we unpack the final three pillars of his blueprint for longevity: mind-body harmony, heat & cold exposure, and social relationships. Dr. Bobby explains why practices like meditation, breathwork, and even walking in nature can calm the brain and l…
…
continue reading
1
120: Women, Retirement, and the Lessons of Behavioral Finance (rerun)
31:57
31:57
Play later
Play later
Lists
Like
Liked
31:57
“The human brain is actually wired to trip us up, to shoot ourselves in the foot when it comes to money and investing. A little bit of self-examination can help pull us out of these knee-jerk reactions.” Prepare for a knowledge voyage as our hosts Stephanie McCullough and Kevin Gaines redefine retirement for women, bringing insights from behavioral…
…
continue reading
1
Retirement Income Planning With Wade Pfau
28:04
28:04
Play later
Play later
Lists
Like
Liked
28:04
Hans and Robby are back again this week with a brand new episode! This week, they discuss retirement income planning. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calling 919-…
…
continue reading
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…
…
continue reading
1
When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement
28:43
28:43
Play later
Play later
Lists
Like
Liked
28:43
Are you still helping your adult children financially while also trying to plan for your own retirement? You’re not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging more than $7,000 a year. In this episode, we explore how today’s financial landscape is shifting parenthood late…
…
continue reading
1
The Exit Playbook for Business Owners with Scott Snider
41:53
41:53
Play later
Play later
Lists
Like
Liked
41:53
For most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it’s time to transition. Today, we’ll uncover what it takes to align your business, personal, and financial goals, …
…
continue reading
1
521: 5 Timeless Proverbs for a Wise and Wealthy Retirement
30:47
30:47
Play later
Play later
Lists
Like
Liked
30:47
What can ancient wisdom teach us about modern retirement? From budgeting with freedom to preparing for life’s surprises, tackling debt, planning wisely, and redefining generosity in retirement, insights of the past can show how true wealth goes beyond dollars. In this episode, we discuss: The importance of having a budget, even in retirement Emerge…
…
continue reading
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: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, …
…
continue reading
1
Markets on the Move: Fed Cuts, Inflation, and What’s Next for Investors
20:16
20:16
Play later
Play later
Lists
Like
Liked
20:16
The markets are buzzing, the Fed is making moves, and power-hungry AI is changing the game. Welcome to this week’s conversation with Catherine Magaña, Steve Wolff, Vince Stefano, and Rachel Ivanovich. We kick off by reflecting on the anniversary of 9/11 and how resilience shapes not only our nation but also our financial lives. From there, it’s all…
…
continue reading
1
Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth
39:04
39:04
Play later
Play later
Lists
Like
Liked
39:04
Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help cl…
…
continue reading
1
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
20:28
20:28
Play later
Play later
Lists
Like
Liked
20:28
Despite making insurance decisions almost daily, many retirement savers don't truly understand what they’re buying or why they need it. In today's episode, I'm breaking down life insurance into simple, actionable terms. Specifically, I’m sharing: ‣ The 3 essential steps to managing insurable risks ‣ The key differences between term and permanent li…
…
continue reading
1
EP # 158 | Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards
30:44
30:44
Play later
Play later
Lists
Like
Liked
30:44
Most people think money problems are about numbers but what if the real obstacle is us? In this episode, Joe sits down with Carl Richards, author, speaker, and creator of The Sketch Guy column in The New York Times, to explore why simplicity is so powerful in financial planning. Carl explains how his famous sketches reveal money for what it really …
…
continue reading
1
The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation?
45:24
45:24
Play later
Play later
Lists
Like
Liked
45:24
In this segment, we break down the estimated 2.7% cost-of-living adjustment for 2026 and explore why experts are concerned this moderate boost may not be enough to cover rising expenses for retirees. Today's Stocks & Topics: DIS - Walt Disney Co., Market Wrap, EBAY - EBay Inc., The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun…
…
continue reading
1
One Retirement Question, Two Different Answers: Who Should We Trust?
44:16
44:16
Play later
Play later
Lists
Like
Liked
44:16
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. The other said that they should keep working. So ... Who's right? On today's show, we try to split the tie and help Mark and Lisa set the best course f…
…
continue reading
