The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
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Retirementplanning Podcasts
Discover stories from real people who are living out their definition of a secure retirement.
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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 ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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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.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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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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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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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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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.
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Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us i ...
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you're on your way to retirement or already there, these shows will educate and entertain you on your journey.
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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 ...
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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 ...
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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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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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"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 ...
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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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 ...
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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.
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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 ...
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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/
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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.
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
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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
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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 ...
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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 ...
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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 ...
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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 ...
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*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 ...
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How is Social Security Financed? How Can We Fix It?
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Hans and Robby are back again this week with a brand new episode! This week, they discuss how social security is financed and how it can be fixed. 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 hans@card…
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In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection. Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining C…
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The Financial Mental Load: Why You're Too Tired to Budget & How to Stop the "Bandwidth Tax"
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Are you "bad with money," or are you just exhausted? If your brain feels like a browser with 100 tabs open, you are likely carrying a heavy mental load. While we often talk about mental load regarding chores or parenting, there is a Financial Mental Load, the invisible worry, planning, and remembering, that is silently sabotaging your bank account.…
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541: Your 2026 Reset: The Best of the Retire With Purpose Podcast
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What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: The most common retirement regrets How to generate flexible, reliable income in retirement The Surplus Bucket Strategy and why it can help spending con…
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When the market dips and layoffs start making headlines, most folks freak out — but you don't have to. Learn how smart investors stay calm, protect their cash, and keep their financial plans on track no matter what life throws their way. Discover why liquidity is your secret weapon, how to avoid costly cross-border tax mistakes, and how real peace …
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New Year's Day - 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: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports…
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EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action
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Knowledge alone won't get you through retirement — action will. In this New Year's episode, Joe Curry explains why clarity, testing assumptions, and taking intentional steps matter more than consuming endless retirement content, and how you can turn 2026 into a year of momentum and confidence. Thank you for listening! You can get a full breakdown o…
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New Year's Eve - 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: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Inves…
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Longtime Keen on Retirement listeners and friends of the firm are probably familiar with The Big Hat. Matt Wilson, our Chief Investment Officer and President, is the proud owner of an oversized Dow 100,000 cap that he wears on our show from time to time. And when folks visit our offices, such as during our annual Holiday Breakfast, they often spot …
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We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen for potential contrarian trends within the index. Today's Stocks & Topics: Advanced Drainage Systems, Inc. (WMS), Market Wrap, POET Technologies Inc. (POET), “The "Dogs of the Dow" 2026 Strategy”, Amp…
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Why Retirement Planning Gets More Difficult With Every Year You Wait
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What's the most expensive retirement mistake people make—without even realizing it? Waiting too long to start. In this episode, the team dives into why starting early matters more than how much you save, and how the power of compounding can quietly do the heavy lifting over time. From jaw-dropping examples of small contributions turning into seven …
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I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
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Today on Your Money, Your Wealth podcast 562 (an encore of episode 513), Joe Anderson, CFP® and Big Al Clopine, CPA spitball for YMYW listeners in their 40s who are ready to call it quits at work, become financially independent, and retire early. Can they afford to do it? Peter and Joanna want to retire in the next two years. Burned Out and Ready t…
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Will Your Investments Help You Realize Your Dreams
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Your portfolio shouldn't just make money — it should make a difference. Whether you're planning for retirement, building a legacy, or wondering what to do with an inheritance, it's time to align your investments with your values. Discover how to turn your money into a mission and take control of your financial future with purpose and clarity.…
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127: Conversations That Count: Money, Values, and Clarity with Carl Richards
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"In a life well lived, there's always going to be more things you may want to do than you can do with time, energy, money, and attention." -Carl Richards Stephanie and Kevin welcome Carl Richards, creator of the iconic "Sketch Guy" column in The New York Times, for an inspiring conversation about his latest book, "Your Money: Reimagining Wealth in …
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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: 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, …
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Most retirement conversations obsess over account balances - how much you've saved, how your portfolio performed, whether you've hit a "number." But retirement doesn't work like a scorecard. It works like a paycheck. In this episode, we reframe retirement planning around the question that actually matters: How much reliable monthly income can your …
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Hans and Robby are back again this week with a brand new episode! This week, they discuss 2026 Tax 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 919-535-8261.…
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Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to refinance at much higher rates. Today's Stocks & Topics: RLI – RLI Corp, CALM - Cal-Maine Foods, Inc, BTU - Peabody Energy Corp, WY - Weyerhaeuser Co, LYV - Live Nation Entertainment Inc, BR - Broadridg…
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094: What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway
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For many investors, 2025 has raised difficult questions about safety, inflation, global instability, and how to protect wealth in an increasingly unpredictable environment. With gold posting some of its strongest performance in decades, many are wondering whether it belongs in their portfolios. So today, SHP Financial's Matthew Peck is joined by Se…
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540: Freedom After 50: The Quiet Fear Beneath Retirement (and How to Outsmart It)
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If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan Dangers of letting the news cycle shape your outlook Why retirees often search for a "true sage" — and why that search fails The "Yada" reflective fr…
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Still managing your U.S. portfolio like you're living in Cleveland—even though you're sipping coffee in Tel Aviv? That could be costing you. Learn why holding onto outdated investment strategies for tax reasons might be doing more harm than good—and what smart investors are doing instead. Whether you're newly retired, inherited some money, or just …
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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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EP # 173 | The 5 Retirement Lessons You Loved Most in 2025
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In this special year-end episode of Your Retirement Planning Simplified, Joe Curry breaks down the five biggest retirement lessons listeners cared about most in 2025. From tax-efficient retirement income planning to mindset, health, and purpose after work, this episode highlights what truly matters for a confident Canadian retirement. Resources Ret…
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The 2025 InvestTalk Holiday Special is Here!
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In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festiv…
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Pre-Positioning for the “January Effect” (Small Caps)
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Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips. Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Position…
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As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap. From strong equity returns and surprise leadership from international markets to the continued dominance of AI, this episode breaks down what actually mattered and what investors may be underestimating he…
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Your Family Recipes Are a Legacy: Preserving Tradition Through Food
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In this heartfelt episode, Mark welcomes Chef and culinary storyteller Bill Poulson to explore how food becomes a powerful part of our family legacy. Bill shares warm memories of simple childhood meals like Velveeta cheese and grilled sandwiches that created a sense of comfort, safety, and belonging. Today, he's preserving those traditions by digit…
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Retirement Finances Whether You're Married, Separated, or Single - 561
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Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? Plus, Famous Missourians want to know, how much is enough for retirement and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and cla…
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When one person handles all the money moves, it can get messy fast—especially when life throws curveballs. Get the lowdown on how couples can team up to take control of their finances, avoid surprises, and protect their future. Plus, discover why having a plan and knowing your numbers isn't just smart—it's a game changer. Ready to get your financia…
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Active Management's Edge in Fixed Income Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge. Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP …
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Most retirement conversations revolve around numbers - account balances, returns, tax brackets, required minimum distributions. But after working with retirees for more than a quarter of a century, one truth has become clear: emotional wealth matters more than financial wealth. In this episode, we explore why peace of mind, confidence, and income s…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss easy health qualification for long term care. 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]…
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De-Dollarization: Risks of the Weaponized Dollar
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Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio. Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price I…
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Why Gratitude is the Ultimate Currency: Your Messages of Abundance & Thanks
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It's our favorite tradition of the year! In this special holiday episode, we step away from the spreadsheets and stock charts to focus on the "mental game" of money: Gratitude. We believe that an Abundance Mindset is critical for financial success. When you appreciate what you have, you make better spending decisions, feel less financial stress, an…
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539: By the Numbers: The Real Math Behind Tax Gain Harvesting vs. Roth Conversions
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Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow? In this episode, we discuss: Why some retirees intentionally harvest capital gains How the 0% bracket really works When it may make sense to pay capital gains taxes now How to evaluate tax gain harvesting vs. Roth conversions using…
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The Inheritance Gap: Why Cross-Border Families Need More Than a Will
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Think your will is enough? Think again. When your money crosses borders, the paperwork better keep up — or your heirs could be stuck in legal limbo. Discover why U.S. estate plans often fail overseas and what you can do now to protect your family from months of red tape. This one's for anyone with assets in the U.S. and family abroad — don't miss i…
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Water Scarcity: The $3.4 Trillion Infrastructure Gap
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We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity. Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial…
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What Investors Miss When Markets Stabilize But Policy Changes
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Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team discusses how inflation, interest rates, and longer lifespans are reshaping retirement strategies—and why investors may need to rethink traditional portfolio assumptions to stay ahead. You'll hear a clear update on year-to-date marke…
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