Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
Roth Conversions Podcasts
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 ...
…
continue reading
A podcast for growth-minded financial advisors
…
continue reading
A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
…
continue reading
How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
…
continue reading
Podcast weblog featuring the investment wisdom and principles of John C. Bogle
…
continue reading
MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
…
continue reading
Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
…
continue reading
A personal finance podcast redefining wealth from the inside out. Weekly podcasts with host Maggie and a rotating set of co-hosts: Greg, Liz, Andrew, and Erica.
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
…
continue reading
Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
…
continue reading
This weekly podcast will cover in detail, people, clubs and activities here in The Villages, Florida. Each show will run 10-30 minutes. Become a Supporter of this show for $3/month. Supporters will have access to all episodes. Our newest Supporters will get a Shout-out during a show.
…
continue reading
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 ...
…
continue reading
The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
…
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
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.
…
continue reading
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 ...
…
continue reading
David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
…
continue reading
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and ...
…
continue reading
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, ...
…
continue reading
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
…
continue reading
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.
…
continue reading
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
…
continue reading
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 ...
…
continue reading
Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
…
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
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 au ...
…
continue reading
Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today. Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice. In about 30 minutes, you’ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. Suze brings over 40 years of experience to help you b ...
…
continue reading
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 ...
…
continue reading
Destination Retirement is hosted by Robert Kuhn, Founder and President of Kuhn Capital Partners, an SEC-registered investment advisor and fiduciary. Currently you can hear Robert on Chicago AM 560, Chicago AM 890, and Florida Man Radio. Each week, Robert pulls back the curtain on Wall Street and exposes what most financial advisors don’t want you to know. Kuhn Capital Partners is built on a fiduciary standard that puts clients first, always. From institutional-grade strategies and tax reduct ...
…
continue reading
The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode ...
…
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
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
1
93
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
…
continue reading
Welcome to the Highly Sensitive & Strong Podcast - dedicated to helping you understand and heal your anxiety, stress & overwhelm. Join Daphnie Leigh, Holistic Anxiety Coach & HSP, as we celebrate the unique traits of HSPs, and discover how embracing your sensitivity can lead to greater strength, self-awareness, resilience, and well-being. 💬 Let’s Connect! Instagram: @yogi_ranger 🌿 Join the Highly Sensitive & Strong Community on Facebook
…
continue reading
Podcast by Kyle J. McCauley
…
continue reading
This week, Host Peg Webb is joined by Ryan McKeown, Senior Vice President, Financial Advisor at Wealth Enhancement. The two discuss a topic that has been getting a lot of attention from President Trump’s megabill — specifically, how the new rules affect Roth IRA conversions. They then answer listener's questions.…
…
continue reading
1
Are Roth Conversions Overrated? Real Stories You Need to Hear
19:36
19:36
Play later
Play later
Lists
Like
Liked
19:36
Everywhere you turn these days, people are talking about Roth conversions like they’re the ultimate retirement hack. But from what I’ve seen in working with real families, the truth is… Roth conversions can be overrated. In this episode of That Financial Guy Show, I share real stories from my own clients — times when a Roth conversion made sense, a…
…
continue reading
1
We Answer Your Awesome Questions: HSAs, Roth Conversions, Trusts, and More (SB1730)
1:15:43
1:15:43
Play later
Play later
Lists
Like
Liked
1:15:43
What happens when you hand the mic to Stackers? You get a mailbag episode loaded with real-life money challenges, surprising lessons, and a few “wait, what?” moments. Joe Saul-Sehy, OG, special guest Anna Allem (a CFP® with her own winding journey into the profession), and Neighbor Doug dig into your most pressing financial questions—no fluff, no j…
…
continue reading
1
Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions
38:57
38:57
Play later
Play later
Lists
Like
Liked
38:57
In this conversation, Alex Murguia and Wade Pfau explore strategies for retirement planning, including hedging against inflation, using break-even analysis in Social Security decisions, and evaluating annuities for retirement income. They also cover the implications of Roth conversions and the reverse equity glide path strategy for managing investm…
…
continue reading
With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes? Have a money question? Email us here Subscribe to …
…
continue reading
1
Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535
1:27:51
1:27:51
Play later
Play later
Lists
Like
Liked
1:27:51
Jim and Chris discuss listener questions on Social Security timing rules, retroactive benefits for an ex-spouse, investment strategy philosophy, fraternal benefit societies, and Roth conversions. (6:30) The guys address a listener’s question about whether applying for Social Security at 70 requires enrolling in Part B or if retroactive filing is an…
…
continue reading
1
#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!
54:30
54:30
Play later
Play later
Lists
Like
Liked
54:30
Listener Q&A where Andy talks about: How to account on your tax return for the basis in inherited IRAs ( 7:00 ) Is having large Required Minimum Distributions ("RMDs") really a bad thing ( 12:04 ) Is there any merit to using a break-even analysis to help decide when to start Social Security ( 15:59 ) When does it make sense for someone to consider …
…
continue reading
Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors break down the pros and cons of Roth conversions to help you decide if they’re the right move for your financial future.…
…
continue reading
Are you approaching retirement and worried about taxes? In this episode of Advised, we dive into the reality of Roth conversions, IRAs, RMDs, and retirement tax planning—and why so many people experience sticker shock when they first see the tax bill. Too often, retirees hesitate on powerful strategies like Roth IRA conversions because they’re focu…
…
continue reading
1
124. Listener Q&A with Andrew - US vs. international investing, 457b plans, roth conversion ladders, when to stop contributing to your 401k, tracking HSAs expenses, and more!
53:22
53:22
Play later
Play later
Lists
Like
Liked
53:22
This week, Andrew and I answer your money questions about the nitty-gritty of retirement planning, complexities of early retirement strategies, roth conversion ladders, what to do with your cash, common investing misconceptions, US vs. international stock investing, and more. Get the full show notes, show references, and more information here: http…
…
continue reading
1
Smart Retirement Planning Strategies: Roth Conversions, Social Security Timing, and Income Gaps Explained
55:45
55:45
Play later
Play later
Lists
Like
Liked
55:45
On this week’s Money Matters, Scott and Pat answer real-life questions about retirement planning strategies that every pre-retiree should hear. One caller asks whether it’s better to build a cash bridge or continue Roth IRA contributions ahead of retirement—prompting a thoughtful breakdown of retirement planning strategies around income gaps, Socia…
…
continue reading
1
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
55:36
55:36
Play later
Play later
Lists
Like
Liked
55:36
Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and…
…
continue reading
1
Balanced Investing, Roth Conversions & Estate Planning Strategies
48:55
48:55
Play later
Play later
Lists
Like
Liked
48:55
Tired of sifting through retirement noise and myths? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase unpack practical strategies and honest conversations to help you navigate your retirement journey with confidence—wherever you may stand today. • Question what "Is the 60/40 Dead?" means for balanced investing and consider…
…
continue reading
1
Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes
9:52
9:52
Play later
Play later
Lists
Like
Liked
9:52
This week on the show, Jude answers some of the most common Roth IRA questions! First up: the Five-Year Rule. What does it really mean, how does it apply to contributions versus earnings, and why should you start the clock as soon as possible? Jude breaks it down in plain language with a reminder that waiting too long could delay your tax-free inco…
…
continue reading
On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roth Conversions, Bitcoin, and home titles. Plus, the correct way couples should split expenses and so much more. Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Try your hand at Can I Afford It on Suze’s YouTube Channel…
…
continue reading
1
Roth Conversions Are About to Get MUCH More Expensive | The Limitless Retirement Podcast
15:40
15:40
Play later
Play later
Lists
Like
Liked
15:40
👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Are you sitting on a ticking tax time bomb? Danny Gudorf issues an urgent call to action for individuals aged 60 to 70 holding substantial IRA or 401k balances. He argues that with the national debt crisis threatening significant tax hikes, now is the moment to act decisi…
…
continue reading
