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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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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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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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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Be a part of the only show in Arizona dedicated to the medical and healthcare field covering the latest in news, opportunities and issues affecting our community. The show will have an emphasis placed on the Aging Adults of our community. It is anticipated that by 2020, Arizonans aged 60+ will make up one-quarter of the State’s population, approximately 2.1 million people. Bob’s innovative approach captures an audience that is both progressive and affluent, covering subjects that will give t ...
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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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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.
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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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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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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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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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information and opinions on money, politics and Religion. All the things you should not discuss with 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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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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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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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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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 ...
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For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.
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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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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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Money Unleashed is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris Hoffman is a wealth management and retirement planning professional with over two decades of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. Powered by Hoffman Financial Group, Money Unleashed covers a wide range of financial topics and includes insights and episodes from vice presidents Eric Johnson ...
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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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The Expedition Retirement by Golden Reserve podcast 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! Lear ...
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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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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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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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Podcast by Kyle J. McCauley
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Welcome to Empower Your Retirement podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexities ...
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Join The New York Public Library and your favorite writers, artists, and thinkers for smart talks and provocative conversations from the nation’s cultural capital.
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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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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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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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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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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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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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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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WCI #417: Get Rich Fast as a Millionaire with Roth Conversions
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1:33:55
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1:33:55Today 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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SPECIAL PODCAST: Steve Interviews CFP® Matt Zucarro with Fullerton Financial Planning Topics: RMDs, Roth Conversions, and more...Don't miss it!
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27:36SPECIAL PODCAST: Steve Interviews CFP® Matt Zucarro with Fullerton Financial Planning Topics: RMDs, Roth Conversions, and more...Don't miss it!
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04.28.25 Prime Time For Roth Conversion / The Return of Big Bank Fees
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33:39Today, 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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April 26, 2025 - Roth conversions without additional taxable income?
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49:57
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49:57By Robert M. Kuhn
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RBS 207: Should We Do a Roth Conversion Now? (FQF)
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34:07Here 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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Raj and Rick get into the intricacies of Roth conversions, emphasizing the importance of working with a financial advisor to navigate tax implications effectively. They highlight the optimal timing for conversions, particularly during the transition from employment to retirement. For more information or to schedule a consultation with SC Wealth Adv…
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In this episode, John Blanchard discusses the importance of personalized retirement strategies, the implications of investment comparisons, and the benefits of Roth conversions. He emphasizes the need for tailored financial planning based on individual risk profiles and long-term goals, while also addressing tax strategies to maximize wealth retent…
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When NOT to Do a Roth Conversion: 5 Critical Red Flags
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15:37
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15:37We talk a lot about taxes because they’re going to be a huge expense for you in retirement, which is why many people ask about Roth conversions. It’s a strategy that could potentially save you money in retirement, but the truth is that Roth conversions aren’t for everyone and could actually cost you money. In today’s show, we’ll walk you through th…
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Keeping Calm During a Financial Storm | One Group is Spending Freely in Retirement. What’s Their Secret? | How Buying the Dip Can Help with Retirement Taxes | There’s a Fight Going on Which Helps With ...
56:52
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56:52On this week's episode: Is your financial advisor’s advice helpful during this market volatility? Spending YOUR money vs THEIR money in retirement. Why this might be a great time for an IRA-to-Roth conversion. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See o…
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Roth Conversions: Understanding when they make sense and when they don't
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14:20
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14:20They've become a popular tax planning tool, but understanding when and how to explore and execute a Roth Conversion are only part of the conversation. Determining whether or not this strategy is right for you is the key to unlocking its full potential. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this ed…
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The Power of Roth Conversions | Are You Paying Too Much in Taxes?
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10:28Are you missing out on significant tax savings in your retirement? Frank & Frankie Guida explore the importance of strategic tax planning for retirement. Roth conversions can potentially save retirees hundreds of thousands of dollars in taxes throughout their retirement years, enhancing their financial stability and maximizing their income. Frank &…
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This week, Art McPherson discusses various aspects of retirement planning, including the benefits of Roth conversions, strategies for claiming social security, and navigating market volatility. He emphasizes the importance of personalized financial strategies and the consultation process at McPherson Financial Group. Additionally, the conversation …
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Financial Planning for Long-Term Care: A Conversation with David Monheit
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44:52Join host Bob Roth of Cypress Homecare Solutions and guest David Monheit, CPA and financial advisor with Landmark Financial Wealth Management, as they discuss comprehensive financial planning with a focus on aging needs. This episode explores David's journey from CPA to financial advisor, the importance of early long-term care insurance planning, a…
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Daily IQ Retirement Brief 5/1/25
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It’s known as the Widow’s Penalty—the financial shock of what happens when a husband dies who has been handling the investments and the tax returns. Suddenly, income goes down, taxes go up—yes, I’ll explain that-- and expenses remain about the same. In the Market Intel segment, We’ll review 3 steps to take now to avoid or diminish the impact of the…
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#149 - Tips and best practices to protect your ID and financial information
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57:23
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57:23Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically: Check your credit report regularly Freeze your credit Get a tax return filing PIN from the IRS Use strong and unique passwords for all websites and online accounts Use a password manager Use two-factor (if not multi-factor) authentication…
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Daily IQ Retirement Brief 4/30/25
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Scotts Miracle Grow is a profitable company that dominates the lawn and garden business at Home Depot, Lowes and all major retailers. Its stock shot up to $250 a share during the Pandemic, but is now back to $50. What happened? Weed, not weeds. They took a foray into growing marijuana during Covid, and the weed business got crushed. They’ve gone ba…
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Vicky Nguyen with Tracey Nguyen Mang: Boat Baby
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1:00:53
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1:00:53News anchor Vicky Nguyen talks to Tracey Nguyen Mang about her new memoir, Boat Baby.
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04.30.25 Tariff Proof Your Wallet / SAVE on Home Energy
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28:39Today, Clark talks about where you can find deals that aren’t subject to tariffs. Also, now is the time to consider ways to lower home energy costs and Clark shares some money saving ideas. Buy Secondhand First: Segment 1 Ask Clark: Segment 2 Home Energy: Segment 3 Ask Clark: Segment 4 Mentioned on the show: 9 Things You Should Always Buy Used Auto…
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Oscar® Nominated Producer on Producing an Award Winning Short Film
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52:30In this episode of the Big Apple Film Festival Podcast, BAFF Founder and Director Jonathan Lipp chats with Oscar® nominated producer Krushan Naik on how short films can be used as a calling card for a filmmaker to launch their career, how a short can be used to attract industry attention and build an audience to expand their concept into a feature …
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Daily IQ Retirement Brief 4/29/25
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In a twist of events, the Nordic countries of Finland, Sweden, and Denmark are beefing up their militaries in a big way. After being peace-niks for decades. Denmark for example, is increasing its military budget by 70 percent according to the Wall Street Journal. A timely full report on that in the Market Intel Segment, then Certified Financial Pla…
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Stock Market Fear Index and Missing the Worst Market Days Hurts You More Than You Think Feeling anxious about the volatile market in 2025? Fiduciary financial advisor Wes Moss breaks down why history shows us that peak fear always subsides. He analyzes past VIX spikes over the last 25 years to offer a reassuring perspective. Learn why it's unlikely…
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Important Things to Do (and Avoid) When Getting an Inheritance
7:43
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7:43Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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How to Secure Your Financial Future in Uncertain Times
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13:19
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13:19Retirement planning can feel like a roller coaster ride, especially in turbulent markets. It's crucial to adapt investment strategies as you near retirement to ensure stability. Frank and Frankie Guida share insights on how to manage investments during turbulent times, the necessity of portfolio reviews, and a real-life case study illustrating the …
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John Blanchard discusses various aspects of retirement planning, including the timing of required minimum distributions (RMDs), the impact of market volatility on investments, the revised 4% withdrawal rule, signs that it may be time to change financial advisors, and the importance of tax planning in retirement. He emphasizes the need for personali…
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Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife
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10:28Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife We all were saddened by the shocking deaths of actor Gene Hackman and his caregiver wife Betsy. In this episode of Countdown to Retirement, Gregg MacInnis talks about the legacy planning strategies we can learn from the tragedy. Caregivers who look after loved ones ca…
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This week on The Art of Money, Christian McPherson discuss the contrasting views on annuities, the current state of the bond market, the importance of seeking a second opinion on financial strategies, and the hidden fees that can undermine retirement plans. They emphasize the need for personalized financial planning and the significance of understa…
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Retirement Planning: The Essential Checklists
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14:25
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14:25Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasize…
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Near Retirement? 3 Strategies to Consider In a Market Downturn
17:52
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17:52When the market is down, it can make you feel pretty uneasy. Emotions can rise and panic can feel like the natural response, especially when you’re nearing retirement. You spent decades just saving to get to this point, and now you're watching your retirement savings drop in value. You might be wondering what ch…
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Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Securi…
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Daily IQ Retirement Brief 4/28/25
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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 …
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Market mayhem or media spin? How your generation filters the noise
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13:44
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13:44The more experience we get, the better we know how to handle what life throws our way. That wisdom often comes only with age. Chris Hoffman is the founder of Hoffman Financial Group and in this episode of Money Unleashed he discusses how the generations are affected by both news and noise and how we can adjust our perspective to navigate the financ…
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It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…
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MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds
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23:13
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23:13This family doc has all kinds of milestones to celebrate. He recently received PSLF, his net worth just exceeded $1 million and he is almost to $1 million invested. He is crushing the finance game. His secret to success is side gigs, side gigs, side gigs! He knows how to hustle and had the benefit of having his financial awakening during training s…
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I'm very burnt out and contemplating leaving my current employer, where I've been for almost 25 years. Will it blow up my financial future? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/pr…
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How Much Can You Lose? Evaluating Your Market Risk | Have You Locked Down Your Pension and Estate Plans? | What Hot Dogs can Teach Us About Retirement | Are You Afraid to Spend Your Retirement Savings ...
56:59
56:59
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56:59On this week's episode: Is Chasing Stock Gains Worth the Stress in Retirement? The Power of Roth Conversions Annuities: The Missing Piece in Your Retirement Plan? Are Your Retirement Dreams Getting Lost in Market Noise? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouT…
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Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. economy. Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices…
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Join Host Bob Roth and special guest Dr. Chafeek Tomeh, head and neck oncology surgeon at Banner Health. They have and in depth conversation covering warning signs of cancer and contributing factors. Also prevention and new treatments that with take oncology into the future.
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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…
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Daily IQ Retirement Brief 4/25/25
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The Story Behind the Story: Bobbie Calhoun on 'Folio'
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25:03Send us a text Deep Dive into Historical Fiction with Bobbie Calhoun In this episode of 'Open Forum in The Villages, Florida,' host Mike Roth explores the vibrant lives of Villages residents, with a spotlight on guest Bobbie Calhoun. Bobbie, a passionate playwright and debut novelist, shares her journey into writing her historical fiction novel, 'F…
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A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
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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 …
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