Every third Thursday the youth leader team of the Rocky Mountain District C&MA drops content designed to encourage, connect, and equip youth leaders around the district. More information and resources can be found at rmdcma.com/youth
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Rmd Podcasts
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.
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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.
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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! ...
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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 ...
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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 ...
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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.
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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 ...
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Podcast by Jeff Zufall
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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.
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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).
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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 ...
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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 ...
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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.
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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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 ...
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Avoiding Taxes in Retirement - RMD (September 27, 2025)
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54:39
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54:39By Mark Falter
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2025-09-27 Government Shutdowns, Capital Gains, and RMD Strategies: Tax Planning for 2025
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51:05
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51:05This week, Josh Gilbert and Jeff Zufall dive into the latest tax developments, including the "Big Beautiful Bill's" new charitable deduction allowances ($1,000 single/$2,000 married filing jointly), the record-breaking $530 billion in capital gains revenue flooding the Treasury, and strategic timing considerations for asset sales to avoid higher ta…
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Schedule a meeting with Mark at: https://www.attleborowealth.com/discoveryIt's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.By Mark Byelich, CFP®
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Best of Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation.
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34:32Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. …
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In Episode 216 of Money Matters USA, Fred Saide discusses the complexities of retirement planning, emphasizing the need for flexibility and contingency plans. He highlights the importance of having multiple financial strategies to adapt to life's unexpected challenges, such as market downturns and personal life events like caregiving. The conversat…
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The New Cost of Roth Conversions Under the OBBBA
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50:47
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50:47New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode.Visit our website: https://www.attleborowealth.comBy Mark Byelich, CFP®
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Send us a text Brian Akers and Paul Franco discuss the importance of starting to save early for retirement. They emphasize the need to maximize workplace benefits, such as 401(k) matches and health savings accounts, and to avoid debt. Brian highlights the significance of financial planning, including understanding one's job benefits and creating a …
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By Mark Falter
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2025-09-20 Fed Rate Cuts, RMD Strategies, and New Tax Breaks: Your Money Moves for 2025
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48:39
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48:39Host Josh Gilbert and tax strategist Jeff Zufall break down the Federal Reserve's quarter-point interest rate cut and what it means for your mortgage, credit cards, and investment strategy, with signals of more cuts coming before year-end. The duo dives deep into Required Minimum Distributions (RMDs), explaining how these mandatory withdrawals from…
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In Episode 215 of Money Matters USA, Fred Saide discusses the evolution of estate planning, emphasizing its shift from merely addressing estate taxes to focusing on financial strategy and legacy planning. He highlights common mistakes people make, such as procrastination and outdated beneficiary designations, and explains the importance of trusts a…
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Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face.
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52:08Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face. From Social Security taxation to Required Minimum Distributions (RMDs), Joe emphasizes the importance of strategic planning to minimize tax burdens and maximize retirement income. He also covers the impact of the S…
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Best of Kevin Brucher discusses the importance of mindset in making better financial decisions.
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34:57Kevin Brucher discusses the importance of mindset in making better financial decisions. He emphasizes how stress can negatively impact financial choices and suggests strategies for managing stress. The conversation also covers the significance of long-term thinking in financial planning and the current concerns regarding national debt and its impli…
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What drives discipleship—our plans or God’s Spirit? The answer: both. God moves supernaturally in salvation, yet Scripture is filled with calls for our active participation in discipleship. In this episode, we talk about prayer as the bridge between God’s work and our part. We’ll also share practical ways to begin interceding for your students and …
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Retirement Planning Changes and Updates w/ David McKnight
1:09:23
1:09:23
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1:09:23In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today.Issues such as: New 401k changes The biggest retirement mistakes we see How to use cash value life insurance in retirement planning The effects of tariffs on our country's finances Fiscal trajectory…
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Send us a text Brian Akers and Paul Franco from AKERS Financial Group discuss the importance of starting seriously with financial planning for a fun retirement. They emphasize the need to be proactive in planning, including understanding your financial situation, setting goals, and implementing strategies. They highlight the significance of compreh…
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the complexities of navigating love and finances later in life, particularly in the context of gray divorce and second marriages. They explore the financial implications of these relationships, including asset management and the importance of having a sol…
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Annuity Check - Making Money Last (September 13, 2025)
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53:01By Mark Falter
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2025-09-13 Tax Strategy Update: New Deductions, Fed Rate Cuts, and the Big Beautiful Bill Breakdown
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49:28In this episode of Keep What's Yours, tax strategist Jeff Zufall and host Josh Gilbert dive into the latest tax code changes from the recently passed "Big Beautiful Bill" (Trump Tax Bill 2.0), including the expansion of 529 plan withdrawals from $10,000 to $20,000 for private school tuition and new charitable deduction allowances of $1,000 for sing…
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In Episode 214, Fred discusses the importance of guaranteed income in retirement, challenging the traditional mindset of focusing solely on asset growth. He emphasizes the need for a strategic approach to retirement planning that includes understanding withdrawal rates, income replacement ratios, and the impact of longevity on financial needs. The …
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Joe Murphy discusses the complexities of financial planning for late-life marriages, the impact of divorce on finances, and the importance of estate planning.
53:05
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53:05Joe Murphy discusses the complexities of financial planning for late-life marriages, the impact of divorce on finances, and the importance of estate planning. He emphasizes the need for clear communication and planning to avoid financial pitfalls, especially regarding required minimum distributions (RMDs) and tax implications. The conversation also…
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Best of Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning.
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35:03Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning. He emphasizes the importance of understanding Social Security benefits, the timing of claims, and the need for adequate healthcare coverage in retirement. Additionally, he addresses the impact …
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2025-09-06 Big Beautiful Bill Bombshells: New Tax Rules Hit Gamblers Hard While Tips Get a Break
53:02
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53:02In this episode of Keep What's Yours, tax strategist Jeff Zufall and host Josh Gilbert break down the major changes from the recently passed tax legislation they call the "Big Beautiful Bill." They explore the new no-tax-on-tips provision that covers 68 specific occupations - from bartenders to plumbers - with income limits and a $25,000 tip cap. T…
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The OBBBA: Updates and Reference Material
59:45
59:45
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59:45It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also h…
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On this week's episode, Prashant Sabapathi discusses retirement planning for generation X. It includes the importance of income planning in retirement. Also on the show the role of tax efficiency and how important that is to your retirement savings. The show will cover healthcare and long-term care planning along with the emotional and financial As…
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What Does Winning in Retirement Look Like in Retirement
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51:49Send us a text Brian Akers and Jeff Akers, co-hosts of the "Winning in Retirement" podcast, discuss strategies for achieving financial independence and planning for retirement. They emphasize the importance of understanding one's "financial fingerprint" and creating a personalized plan. Key points include the necessity of saving, investing wisely, …
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Making Money Last - Bonds Vs. Bond Funds (September 6, 2025)
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55:00By Mark Falter
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Planning for Gray Marriage and Gray Divorce
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34:22In Episode 213 of Money Matters USA, Fred Saide delves into the complexities of gray divorce, particularly focusing on the financial implications for older couples. He discusses the rising trend of gray divorce, the importance of financial planning, and the necessity of prenups and postnups. The conversation also covers the impact of remarriage on …
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Best of Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management.
34:39
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34:39Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the …
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Future-Proof Your Retirement: Strategies Just For You
48:12
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48:12In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the evolution of retirement planning from the 1990s to today. They emphasize the need for modern strategies that account for changes in the market, inflation, and tax implications. The conversation covers outdated practices like the 4% rule, the importanc…
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Send us a text Brian Akers and Paul Franco discuss financial tips for those under 40, emphasizing the importance of early planning. They highlight the role of compound interest, urging listeners to start saving early to achieve financial independence. They stress the need to prioritize savings, avoid consumer debt, and understand expenses. Paul sha…
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Bonds vs. Bond Funds - Three Blind Mice (August 30, 2025)
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55:02By Mark Falter
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Retirement isn’t about more hustle—it’s about smarter alignment. Joe Murphy has the story.
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52:35They grew up on mixtapes, weathered two market crashes, and now Gen X is staring down retirement with one eye on the future—and the other on the fine print. For those who’ve saved smartly, the next move isn’t grinding harder, it’s aligning strategically. How do you shift from being a saver to becoming a true steward of your wealth? That’s the conve…
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In Episode 212, Fred Saide discusses the financial challenges and strategies for Generation X as they approach retirement. He emphasizes the importance of understanding the transition from accumulation to decumulation, the need for effective retirement income strategies, and the significance of planning for longevity and healthcare costs. Saide als…
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(Best of) Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management.
34:39
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34:39Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the …
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Retire Smart Maryland: The Urgency of Retirement Planning
48:01
48:01
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48:01In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses the current high interest rates and their impact on retirement planning, particularly regarding annuities. He emphasizes the importance of having a solid retirement plan and the growing interest among individuals in understanding their financial futures. The conversat…
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Send us a text Brian AKERS, CFP, and his son Noah AKERS, a financial advisor, discuss the importance of parental financial advice on their radio show. Brian shares how his mother's influence led him to a career in financial planning, emphasizing the value of work ethic and confidence. Noah reflects on his own journey, highlighting the significance …
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Three Blind Mice - The Big Beautiful Bill (August 23, 2025)
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54:37By Mark Falter
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2025-08-23 New Tax Laws, Rate Cuts, and Real Money in Your Pocket
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50:56In this episode of "Keep What's Yours," tax strategist Jeff Zufall and host Josh Gilbert dive deep into the newly enacted tax legislation (dubbed "the big beautiful bill") that's already affecting 2025 taxes, plus Jerome Powell's recent signals about upcoming interest rate cuts. Jeff breaks down game-changing provisions including increased child ta…
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In Episode 11 of Money Matters USA, Fred Saide discusses the evolution of retirement planning over the past 30 years, emphasizing the need for adaptability in strategies due to changing market conditions, inflation, and tax implications. He highlights the importance of having a written plan and being flexible with withdrawal rates to ensure financi…
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Joe Murphy kicks things off with a lighthearted look at retirement and why sometimes stepping away early is the smartest move you can make.
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52:51Joe Murphy kicks things off with a lighthearted look at retirement and why sometimes stepping away early is the smartest move you can make. With the theme “Retired early – because working late never suited me,” we explore the humor, wisdom, and life lessons that come from knowing when it’s time to trade the office clock for more freedom. It’s part …
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(Best of)Kevin Brucher discusses the critical balance between saving and investing for retirement.
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35:03Kevin Brucher discusses the critical balance between saving and investing for retirement. He emphasizes the importance of having an emergency fund, understanding sequence risk, and the role of guaranteed income in retirement planning. The conversation also delves into the evaluation of annuities and investment strategies, providing insights on how …
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What happens when thousands of students gather to worship, learn, and respond to God? In this episode of the Third Thursday Podcast, we recap the 2025 LIFE Conference—a week full of joy, challenge, and transformation. From the contagious energy that filled the arena, to the breakout sessions that stretched students’ thinking, to the powerful moment…
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Why You Should Fire Your Financial Advisor
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1:02:55
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1:02:55There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video. Visit our website: https://www.attleboro…
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the critical importance of having a written retirement plan, debunk common myths surrounding retirement planning, and emphasize the risks of procrastination. They delve into healthcare costs, the necessity of estate planning, and the role of 401(k)s in re…
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Legacy and Charitable Giving with Attorney Kevin Bress
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51:40Send us a text Brian Akers and attorney Kevin Bress discuss legacy and charitable giving on the "Winning in Retirement" radio show. They emphasize the importance of estate planning, including wills and beneficiary forms, to ensure assets are distributed according to one's wishes. Kevin explains the federal and state estate tax exemptions, noting Ma…
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The Big Beautiful Bill - Managing in the Middle (August 16, 2025)
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54:37By Mark Falter
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2025-08-16 Tax Season Chaos: IRS Leadership Crisis & Your 2025 Tax Strategy
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48:18Tax Season Chaos: IRS Leadership Crisis & Your 2025 Tax StrategyJoin Josh Gilbert and senior tax strategist Jeff Zufall as they break down the unprecedented chaos brewing for the 2025 tax season. With the IRS experiencing its eighth leadership change this year and two-thirds of senior positions vacant, coupled with new tax laws from the "Big Beauti…
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In Episode 210, Fred Saide discusses the evolving landscape of annuities, particularly in the context of rising interest rates. He explains the benefits of modern annuities, including guaranteed income and long-term care features, while also addressing the importance of evaluating older annuity products. The conversation emphasizes the need for a c…
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Joe Murphy discusses the importance of reviewing annuities in light of changing market conditions, particularly with rising interest rates.
52:48
52:48
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52:48Joe Murphy discusses the importance of reviewing annuities in light of changing market conditions, particularly with rising interest rates. He explains how the 1035 exchange can be a valuable tool for transferring underperforming annuities without tax penalties. The conversation also covers the implications of required minimum distributions (RMDs) …
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Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation.
34:32
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34:32Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. …
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