Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
…
continue reading
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
…
continue reading
Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
…
continue reading
Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
…
continue reading
Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
…
continue reading
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
…
continue reading
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
…
continue reading
The RMD podcast features reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry. Hosted by reporter Chris Clow and produced by the HousingWire Content Studio.
…
continue reading
The RMD Open podcast offers the latest insights in musculoskeletal disorders, rheumatism and connective tissue diseases. Each episode features in-depth interviews with authors and leading experts, discussing the latest research and treatments in the field. RMD Open - rmdopen.bmj.com - is an esteemed international journal from the BMJ Group publishing original research on the full spectrum of musculoskeletal disorders, rheumatism and connective tissue diseases, including osteoporosis, spine a ...
…
continue reading
Reclaiming My Dime is the journey of DJay Johns into the world of art, investments and financial literacy. Because investing is not a common, day to day dialog amongst minorities and under represented people, with the help of Stockpile, RMD seeks to spark conversations about understanding and applying investment strategies for everyday people in our community.
…
continue reading
The project of the 31st LASUSU ACADEMIC COMMITTEE Podcast is produced by Hon. Adjete George and Executively Produced by the Chairperson The 31st LASUSU Academic Committee Comrade. Rabiu Mistura Damilola (RMD).
…
continue reading
For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
…
continue reading
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
…
continue reading
The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
…
continue reading
We know it can be hard to get started with passive real estate investing. The goal of the Passive Investing Made Simple podcast is to make it as easy as possible for you so you can invest with confidence in your next (or first) deal. Each week Whitney Elkins-Hutten, director of investor education at PassiveInvesting.com, will take a deep dive into various topics related to passive real estate investing. Some of the topics include: Tax Strategies, Market Reports, Self-Directed IRA / 401k's, U ...
…
continue reading
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
…
continue reading
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
…
continue reading
Want to know what strategies real graduates used to launch their career? Itching to know what top companies really look for in an applicant? Well here's your chance! From personal stories to insider tips, our interviews with graduates and campus recruiters will equip you with the knowledge and inspiration you need to take off and stand out from the crowd. Join us as we soar to success in the big bad world of working life! Brought to you by Prosple, your one-stop-shop for finding and securing ...
…
continue reading
The traditional financial world has instilled in most Americans that the only way to wealth is through doing what they tell you. The major problem here is that, many times, they do not take their own advice and, even more often, their bosses do not follow that advice. Much of the conventional financial world is smoke and mirrors, designed to give you the impression that your money will “work for you” when the reality is that over time, this hasn’t come to pass. If what you thought to true ab ...
…
continue reading
Bob Freedland is an amateur investor who is also a retired physician and blogger. He has been blogging for years on Stock Picks Bob's Advice but took a hiatus when his practice took most of his time. He is now back podcasting and sharing his ideas and rationales for investing. An amateur investor, he always advises listeners to check with their professional investment advisers prior to making any decisions. However, his approach is methodical looking at latest quarterly results, a look at th ...
…
continue reading
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
…
continue reading

1
Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare
12:12
12:12
Play later
Play later
Lists
Like
Liked
12:12In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the…
…
continue reading

1
Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
1:13:29
1:13:29
Play later
Play later
Lists
Like
Liked
1:13:29Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs. (11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased. (23:00) A listener wonders when to …
…
continue reading

1
Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains
52:34
52:34
Play later
Play later
Lists
Like
Liked
52:34On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing and investing these funds wisely while balancing personal enjoyment and future planning. They also delve into the complexities of Required Minimum Distributions (RMDs) and the importance of considerin…
…
continue reading

1
Market Turbulence is all Around Us: Some Smart Moves for Retirement to Consider
47:39
47:39
Play later
Play later
Lists
Like
Liked
47:39In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the current market volatility and its implications for retirement planning. They emphasize the importance of having a solid financial plan, especially in uncertain times, and highlight the critical knowledge gaps surrounding Social Security among pre-reti…
…
continue reading

1
Mastering Diversification for Financial Success
48:28
48:28
Play later
Play later
Lists
Like
Liked
48:28On this episode, Gary Thurman and Bobby Futch discuss the financial habits of the middle class, emphasizing the importance of avoiding common mistakes, understanding the influence of one's environment, and recognizing the energy of money. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or clic…
…
continue reading

1
TR=I+G - Trump Tariffs Sequel (April 26,2025)
55:01
55:01
Play later
Play later
Lists
Like
Liked
55:01By Russell Pedersen
…
continue reading

1
Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
1:05:39
1:05:39
Play later
Play later
Lists
Like
Liked
1:05:39Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA relief, suspending Social Security for tax planning, and QCD timing with RMDs. (3:00) A listener enquires whether her 85-year-old mother, who recently remarried, must remain on her ex-spouse’s record for one year before switching to spousal benefits on her …
…
continue reading
In this episode, Fred Saide discusses common myths and assumptions about retirement that can lead to financial pitfalls. He emphasizes the importance of understanding market volatility, the impact of inflation, and the reality of expenses in retirement. The conversation also covers the limitations of Social Security and Medicare, as well as the oft…
…
continue reading
Daily IQ Retirement Brief 4/25/25
…
continue reading

1
Kevin Brucher discusses the common assumptions that can jeopardize retirement planning
35:32
35:32
Play later
Play later
Lists
Like
Liked
35:32Kevin Brucher discusses the common assumptions that can jeopardize retirement planning, the current economic climate's impact on investments, and strategies for ensuring a stable income during retirement. He emphasizes the importance of understanding market volatility, sequence risk, and the need for guaranteed income sources. Additionally, he touc…
…
continue reading
The future is arriving daily, and AI—Artificial Intelligence-- is making it get here even faster. In today's Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks can still improve your portfolio this year. Then health insurance expert Shelley Grandidge joins …
…
continue reading

1
A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
52:00
52:00
Play later
Play later
Lists
Like
Liked
52:00On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and …
…
continue reading
One day we could wake up and the electrical grid across wide swaths of the U.S. could be shut down. Cell phones service? OUT! Solar storms have been happening since the beginning of time. The last big one occurred in1859. The next big one could happen, scientists say. We've got the Wall Street Journal report on that in the Market Intel segment, and…
…
continue reading
Daily IQ Retirement Brief 4/24/25
…
continue reading
So what's the difference between banks and life insurance companies issuing annuities in a financial crisis? A big difference! FAST rising rates by the FED have hurt banks reserves dramatically. But helped insurance companies reserves greatly. We'll explain why today and then Shelly Grandidge joins us to review today's best health insurance and Med…
…
continue reading
Daily IQ Retirement Brief 4/23/25
…
continue reading

1
Transition Period Strategy and Positioning: EDU #2517
1:18:00
1:18:00
Play later
Play later
Lists
Like
Liked
1:18:00Chris’s Summary: Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Mini…
…
continue reading
Eight in ten non-retired Americans express anxiety that their savings may not provide enough to live on in retirement. We'll review this carefully conducted landmark survey of 3,119 U.S. adults in the Market Intel segment, then we'll explore why CNBC PRO is making the case for dividend stocks as the stock market returns back to the time honored bas…
…
continue reading
Daily IQ Retirement Brief 4/22/25
…
continue reading
Daily IQ Retirement Brief 4/21/25
…
continue reading
It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
…
continue reading

1
How to Turn $150K into $1M in less than 20 Years Investing in Real Estate Debt (With 0 Time) with Whitney Elkins-Hutten
27:19
27:19
Play later
Play later
Lists
Like
Liked
27:19
…
continue reading

1
Navigating Economic Uncertainty in Retirement
47:38
47:38
Play later
Play later
Lists
Like
Liked
47:38In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the current economic climate, addressing concerns about a potential recession and its implications for retirement planning. They emphasize the importance of having a solid financial plan, especially during turbulent times, and explore hidden costs that ca…
…
continue reading
Send us a textBy Akers Financial Group
…
continue reading

1
Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers
49:03
49:03
Play later
Play later
Lists
Like
Liked
49:03On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp decline, and the potential risks and rewards for investors. Plus, they field questions from listeners about pension decisions, lump sum options, and how to adapt investment strategies to today’s mark…
…
continue reading
In this episode, Garry Thurman and Bobby Futch discuss the current market challenges faced by pre-retirees, emphasizing the importance of having a solid financial plan. They explore the implications of recent market fluctuations, the necessity of understanding tax impacts on retirement savings, and the critical role of Social Security in retirement…
…
continue reading

1
Trump Tariffs Sequel - Trump Tax Tariffs (April 19, 2025)
54:10
54:10
Play later
Play later
Lists
Like
Liked
54:10By Russell Pedersen
…
continue reading

1
Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
1:37:30
1:37:30
Play later
Play later
Lists
Like
Liked
1:37:30Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security. (9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit. (11:10) Another listener shares a PSA about delays in online Social Security applications…
…
continue reading

1
Market Insights: Preparing for Financial Uncertainty
38:07
38:07
Play later
Play later
Lists
Like
Liked
38:07In this episode of Money Matters USA, Fred Saide discusses the evolving landscape of retirement planning, emphasizing that retirement is not an end but a new chapter. He explores market dynamics, the importance of understanding risk, and the necessity of having a solid financial plan to navigate uncertainties. The conversation highlights strategies…
…
continue reading

1
Joe Murphy discusses the implications of tariffs and trade wars on retirement planning.
50:09
50:09
Play later
Play later
Lists
Like
Liked
50:09Joe Murphy discusses the implications of tariffs and trade wars on retirement planning. He emphasizes the importance of understanding how these economic factors affect everyday expenses and investment portfolios, particularly for retirees. Insights from Jamie Dimon highlight the interconnectedness of global debt and inflation, while Joe stresses th…
…
continue reading
Many landlords are deciding to cash out their rental properties for top dollar these days, as they are finding it nearly impossible to raise rents. The problem: Oversupply of new apartments coming on line with fabulous amenities. An oversupply is developing and inflation is making the problem worse for tenants. We'll review that Wall Street Journal…
…
continue reading

1
Kevin Brucher discusses the current market turbulence and its implications for retirement planning.
34:24
34:24
Play later
Play later
Lists
Like
Liked
34:24Kevin Brucher discusses the current market turbulence and its implications for retirement planning. He emphasizes the importance of understanding tariffs and their impact on the economy, the necessity of maintaining cash reserves, and the potential benefits of annuities as a safe investment option. Kevin provides insights into navigating the stock …
…
continue reading
Daily IQ Retirement Brief 4/18/25
…
continue reading
Daily IQ Retirement Brief 4/17/25
…
continue reading
It wasn’t that long ago that most investors were wondering if the stock market was too high. Were we in a bubble? That was the topic. Then why isn’t everyone happy that the market has done a very healthy thing: correct itself? We’ll explain one way to pick a stock about to break out next, then talk about cutting edge retirement strategies working f…
…
continue reading
Daily IQ Retirement Brief 4/16/25
…
continue reading
A piece of glass thinner than a credit card could be the next big thing in residential windows, and potentially save U.S. residents $25 billion dollars on their energy bills says Christopher Mims, chief tech writer for the Wall Street Journal. It’s called Gorilla glass—that story in the Market Intel segment.…
…
continue reading

1
Asset Positioning in the Transition Period: EDU #2516
1:24:55
1:24:55
Play later
Play later
Lists
Like
Liked
1:24:55Chris’s Summary: Jim and I are joined by Jake and Jacob to discuss listener emails related to asset positioning for retirement and the transition period leading up to it. We break down how we think about asset allocation across account types, what a liquidity account is and why we use it, and how we handle year-end tax planning. It’s all part of ho…
…
continue reading
Daily IQ Retirement Brief 4/15/25
…
continue reading
During turbulent financial times, investors often feel like heading for the hills--letting fear be their guide. That can lead to an interest in gold. But is gold really a good investment? Will it pay you any income? And when can annuities actually outperform gold.... by a LOT? We’ll dedicate time today to learning all about annuities—which ones are…
…
continue reading
It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
…
continue reading
Daily IQ Retirement Brief 4/14/25
…
continue reading

1
Peace of Mind for Passive Investors: Creating Your I Love You Plan and Essential Emergency Binder with Whitney Elkins-Hutten
39:49
39:49
Play later
Play later
Lists
Like
Liked
39:49
…
continue reading

1
Maximizing Your Nest Egg, The Art of Strategic Withdrawals
47:39
47:39
Play later
Play later
Lists
Like
Liked
47:39In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draw…
…
continue reading
Send us a textBy Akers Financial Group
…
continue reading

1
Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
52:28
52:28
Play later
Play later
Lists
Like
Liked
52:28On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algorithmic trading, the unpredictability of today’s markets, and how to maintain a long-term investment strategy when short-term turbulence strikes. Victo…
…
continue reading

1
Navigating Recession Fears: What You Need to Know
48:50
48:50
Play later
Play later
Lists
Like
Liked
48:50In this episode, the hosts discuss the current economic climate, addressing concerns about a potential recession and its implications for retirement planning. They emphasize the importance of reviewing retirement plans, understanding economic indicators, and managing expenses effectively. The conversation also highlights common financial pitfalls, …
…
continue reading

1
Trump Tax Tariffs - Tax Tips (April 12,2025)
54:23
54:23
Play later
Play later
Lists
Like
Liked
54:23By Russell Pedersen
…
continue reading
Daily IQ Retirement Brief 4/11/25
…
continue reading
Do you get the feeling that markets move faster than they ever have BEFORE—both up and down? IT’S no illusion--the speed of trades in the markets HAS increased by several hundred percent just in the past few years. 70% of all trades in the market are now generated by "algorithmic trading" (also called automated trading, black-box trading, program t…
…
continue reading