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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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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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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.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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The Atomic Retirement is the go-to podcast for smart, tax-savvy retirement planning. Hosted by Marine Corps veteran and financial planner Ryan Kilkenny, this show helps people over 50 navigate the complex world of retirement, Social Security, Medicare, and tax-efficient investing. Whether you're wondering when to claim Social Security, how to lower taxes in retirement, or how to create a reliable income stream, this podcast gives you clear, actionable advice to help you retire with confidenc ...
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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A podcast for growth-minded financial advisors
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Investing can be complicated. We make it simple.
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Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
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Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your f ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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information and opinions on money, politics and Religion. All the things you should not discuss with your family.
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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
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Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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Kuhn Capital Partners sponsors Robert Kuhn’s Destination Retirement Radio program, which can be heard every Saturday morning from 10 to 11 AM on WLS-AM 890. Robert offers practical advice and strategies for overcoming common retirement fears and provides insight on how to protect and grow retirement assets.
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
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Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests incl ...
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Grow your wealth by working on your mindset and up leveling your game. Your thoughts about money have created your current financial net worth. Sadly, there are many physicians who are have earned a good income but have not built wealth. More and more physicians are becoming burned out as our health care system continues to change. Join the movement of physicians embarking on the journey to take matters in our own hands so we can continue to thrive. Tune in each week to learn more on how to ...
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Podcast by Kyle J. McCauley
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The Saving With Steve Show, hosted by best-selling author, financial trendsetter, and renowned personal finance consultant Steve Sexton, will explore the ins and outs of money and help you to make informed financial decisions that support the goals and objectives most important to you. In addition to talking about financial issues that could be costing you thousands of dollars and keeping you up at night, Steve shares tips and strategies for tax reduction, saving, how to spend less and get m ...
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Big Apple Film Festival podcast is hosted by festival founder and director Jonathan Lipp. The primary purpose of the podcast is to communicate with filmmakers, producers, actors and screenwriters about upcoming and previous film festival events, as well as filmmaker and screenwriter interviews and profiles.
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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's ...
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clien ...
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Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may ...
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!
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For a Bad Time, Call... is a podcast dedicated to women's anger. Our hotline voice-rage-box is open 24/7 at 669-BAD-TIME to receive any negative feelings you may want to vent. Each fortnight, we take the best of those calls and release a podcast episode filled to the brim with frustration, exasperation, and displeasure. It's fun, we promise! For a bad time, call 669-223-8463 (BAD-TIME).
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A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Join host, Master Magician, Historian and Collector of all things Bizarre and Weird, Paul Noffsinger as he has conversations about various topics with some of the interesting and fascinating people he has encountered in his amazing story filled life. These podcasts were originally broadcast as Facebook Live videos at www.facebook.com/themysterycollection, you can also find these videos at www.youtube.com/themysterycollection For more details on Paul and The Mystery Collection shows visit www ...
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On The Hatch, we re-watch an episode of "Lost" every week and interview cast and crew about their work on the show. Call and leave co-hosts Sammy and Rosie your take on each episode: 95-46-DHARMA.
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Conversations about Talent, Entrepreneurship, Success, Failure, Social Environment, and how it affects our mental health.
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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 ...
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Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “ ...
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Planning for retirement can be overwhelming and stressful without knowing where to start or who to trust. We are here to help bridge the gap between you and the world of financial advisors that want to help, starting with the knowledge you need to make an educated decision when choosing the right one.
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Hosted by supermodel and chronic pain advocate Jean Campbell, I'm Fine aims to redefine the narrative of pain in a culture where "I'm fine" often masks the reality of living with pain. By sharing personal stories, mind-body techniques, and practical solutions, the podcast seeks to help listeners move beyond pain and discover possibilities, positivity, and productivity.
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Welcome to Bonfire Conversations, a podcast where we gather around the metaphorical bonfire to share inspiring stories, explore creative journeys, and ignite deep, meaningful dialogues. Hosted by Hamidreza Nikoofar, each episode delves into the minds of remarkable individuals across various fields, including music, film, art, and beyond. Join us as we chat with influential guests, uncovering the passions, challenges, and triumphs that shape their unique paths. Whether you’re a creator seekin ...
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Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
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The Roth Conversion Myth: Why Delaying Could Cost You Millions | Episode 100
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Think you'll be in a lower tax bracket when you retire? Think again. In this episode of Safer Retirement Radio, Brian Decker and Brad Geddes, CFP(R) dismantle the myth and walk you through real-life tax planning strategies that can help you save hundreds of thousands—or even millions—in retirement taxes. From strategic Roth conversions to dynasty t…
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Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t
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In this episode of Root Ready, James shares how advisors should think about Roth conversions—starting with the basics and not just relying on software. Software can help with numbers, but it can’t see the full picture. James explains why Root advisors use software as a tool, not the final answer. He talks through key things to consider before doing…
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The 8 Taxes You Could Pay When Doing a Roth Conversion (Is it worth it?)
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In this episode of the Power of Zero Show, host David McKnight looks at every possible tax or cost that may result from a Roth conversion. The first tax you’ll have to pay when executing a Roth conversion is federal income tax. Whatever portion of your IRA you convert to Roth is realized as ordinary income and piled right on top of all your other i…
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When to HOLD OFF on Doing Roth Conversions - 529
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John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Ernie in New Jersey wonder if they should convert to Roth or take advantage of zero percent capital gains tax rates. Joe Anderson, CFP® and Big Al Clopi…
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When Should You Make the Move to a Roth Conversion?
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When Should You Make the Move to a Roth Conversion? The most thrilling part of a horse race is the homestretch when you need to make your move before the finish line. It’s like taxes in retirement. In this episode of Countdown to Retirement, Gregg MacInnis talks about the advantages of a Roth conversion in which you pay taxes now and withdraw the m…
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Should You Do IRA to Roth Conversions at the Beginning or End of the Year?
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“Hey Mike, is it better to do IRA to Roth Conversions at the beginning of the year or the end of the year?” Discover when it makes sense to do IRA to Roth Conversions at the beginning of the year and when it makes sense to do them at the end of the year. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthana…
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Episode 154: Roth Conversions, Backdoor Roth IRA, and the Mega Backdoor Roth Strategy
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More people are familiar with the Backdoor Roth IRA strategy but there is also a Mega Backdoor Roth Strategy. While the Backdoor Roth Strategy is available to the majority of people, the Mega Backdoor Roth Strategy is more limited since it depends on how your employer sponsored retirement plan, whether it’s a 401(k), 403(b) or 401(a), is set up. In…
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Composer of Andor on Season 2, Working with Tony Gilroy, Star Wars Horror and Eli Roth
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Dive deep into the sonic landscape of Andor Season 2 (Available on Disney Plus) with composer Brandon Roberts! In this exclusive Bonfire Conversations interview, Brandon shares the incredible journey of stepping into the Star Wars universe, following in the footsteps of John Williams and Nicholas Britell, to score one of the most critically acclaim…
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Is There a Perfect Time for Roth Conversions
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In this conversation, the hosts discuss the parallels between the excitement of the Kentucky Derby and the journey towards retirement. They delve into the complexities of Roth conversions, the implications of taxes on retirement savings, and the importance of professional guidance in navigating these financial decisions. The discussion highlights t…
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Update on My Roth IRA Conversion – Analysis After Tax Filing
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In this episode, Shawn Terrell provides updates on his own Roth IRA conversion, which was previously discussed on Podcast Episode 95, released in January of 2025. In this update episode, Shawn dicusses what he learned about his Roth conversion when filing his 2024 taxes and analyzes his decision to execute this tax planning strategy. He reflects on…
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May 3, 2025 - Tax strategies for Roth conversions.
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By Robert M. Kuhn
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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
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Jim and Chris are joined by Jake and Paul to discuss tax-related listener questions on IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA. (20:00) Ji…
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Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
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Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you. In this Friday Q&A, we answer the following questions: How are dividends taxed in different account types? If I do a Roth conversion, do I need to make estimated tax payments or can I just p…
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WCI #417: Get Rich Fast as a Millionaire with Roth Conversions
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Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the intricacies of Roth considerations than anyone we know. They discuss when to choose Roth and why, mega backdoor Roth, choosing Roth as an independent con…
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04.28.25 Prime Time For Roth Conversion / The Return of Big Bank Fees
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Today, Clark - Man From Roth, talks about why now might be the best time to do a Roth conversion. Also - why big bank fees are back and how you can prevent getting your wallet pinched in this way. Roth Conversion: Segment 1 Ask Clark: Segment 2 Beware Bank Fees: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Clark.com - The ROTH IRA & 401(K)…
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RBS 207: Should We Do a Roth Conversion Now? (FQF)
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Here are the five questions we'll cover in this week's edition of Five Question Friday: 1. Is now a good time to do a Roth conversion? (John) 2. Mutual Funds vs ETFs (Shane) 3. Should we invest more in international stocks? (Phil) 4. Is Gold a hedge against inflation? (Cathy) 5. Has 2025 wrecked our retirement plans? (Doug) Resources Boldin: https:…
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