Best Secure Ideas LLC Podcasts (2025)

1
502: Freedom After 50: The Hidden Cost of Delayed Gratification in Retirement 28:04

1d ago28:04

28:04

You're encouraged to save, delay gratification, and be disciplined with your spending—but what happens when that mindset becomes a roadblock in retirement? In this episode, we discuss: The psychology of postponement How to unwind a lifetime of discipline The “Joy Budget” concept Tools to reframe spending Today's article is from The Wall Street Jour…

1
501: The Four Futures of Retirement: Which Path Are You On? 24:17

8d ago24:17

24:17

What does your future retirement look like? Whether your path includes unexpected challenges, careful frugality, or joyful surprises, it's vital to prepare for known unknowns, and build a resilient future that adapts to life’s curveballs. In this episode, we discuss: Why retirement isn’t linear How to plan for different potential retirement futures…

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Jons Save America? 1:19:16

9d ago1:19:16

1:19:16

As Democrats seek to reestablish their credibility, Jon is joined by Crooked Media founders and "Pod Save America" hosts Jon Favreau and Jon Lovett. Together, they dissect the political and media environment that shields established leaders from accountability, debate how Democrats should position themselves during Trump's second term, and explore …

1
BDL a value play? Plus thoughts on SG & BLMN 22:20

9d ago22:20

22:20

Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …

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500: Freedom After 50: 6 Crucial Signs You're Ready for a New Direction 38:38

15d ago38:38

38:38

Do you ever experience those moments when something doesn’t feel quite right? Your body and spirit have ways of alerting you when it's time for recalibration, often with persistent whispers that grow louder the longer you ignore them. In this episode, we discuss: The power of listening to your intuition Daily actions that can reconnect you to your …

1
The For-Profit Presidency 1:16:43

19d ago1:16:43

1:16:43

As concerns mount over presidential profiteering, Jon is joined by Susan Glasser, New Yorker staff writer and co-author of "The Divider: Trump in the White House, 2017-2021," and Eric Lipton, investigative reporter for The New York Times. Together, they explore the scope of Trump’s business entanglements, discuss the challenges of covering these et…

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499: Retirement Income Strategies to Quell Inflation Fears and Spend Comfortably with David Blanchett 57:04

19d ago57:04

57:04

Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retirement income planning today. You've likely come across his work in Morningstar, Kiplinger, and our Weekend Reading series—and for good reason. His resear…

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498: 4 Ways to Cultivate Character Amid Market Chaos 25:22

22d ago25:22

25:22

How can you use the recent market crisis to refine both your portfolio and your character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stressors as forward-thinking steps Inaction vs. action: How to decide which is best for your portfolio amidst times of turmoil Today's article is from …

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Are You There, Congress? with Reps. Brian Fitzpatrick and Tom Suozzi 1:08:57

26d ago1:08:57

1:08:57

In this era of executive overreach, Jon is joined by Representatives Tom Suozzi (D-NY) and Brian Fitzpatrick (R-PA), co-chairs of the Problem Solvers Caucus, to examine how bipartisanship might still be possible. Together, they explore the caucus's approach to building consensus across party lines, discuss what leverage remains with the legislative…

1
497: Freedom After 50: 5 Numbers Stealing Your Time, Wealth, and Joy 38:54

29d ago38:54

38:54

True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning? In this episode, we discuss: The 50/30/20 Rule and how to align it with your values Debt ratios: Is your debt for survival or for status? Meaningful …

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Kentucky on Track? with Gov. Andy Beshear 1:02:17

1M ago1:02:17

1:02:17

In a political landscape defined by polarization, Jon is joined by Kentucky Governor Andy Beshear to discuss his success as a Democrat in a deeply conservative state. Together, they explore his approach to revitalizing Kentucky communities, examine his blueprint for winning in Trump country, and consider how he plans to lead his state through a sec…

1
496: Claiming Social Security Early: Is it the Right Strategy for You? 22:46

1M ago22:46

22:46

Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your “optimal” claiming age might actually be to pull benefits early. In this episode, we discuss: Factors that benefit filing early Your “breakeven” number of filing early vs. later How your rate of return should factor int…

1
Five Cyclically Adjusted Valuation Ratios 20:04

1M ago20:04

20:04

Dale talks about five Cyclically Adjusted Valuation Ratios: Cyclically Adjusted Enterprise Value to EBIT (CAEE™) , Cyclically Adjusted Price to Book (CAPB™), Cyclically Adjusted Enterprise Value to EBITDA (CAEVE™), Cyclically Adjusted Enterprise Value to Free Cash Flow (CAEF™), and Cyclically Adjusted Enterprise Value to Gross Profit (CAEG™) . Verb…

1
Come Back, America! with Rory Stewart 1:18:45

1M ago1:18:45

1:18:45

As Trump's actions and rhetoric rock the global economy, Jon is joined by Rory Stewart, former British Cabinet Minister and current co-host of “The Rest is Politics.” Together, they examine the rapidly shifting relationships between the U.S. and its traditional allies, discuss the opportunities these shifts create for China, explore which policies …

1
495: Freedom After 50: The World is Ending… What’s Next? 34:58

2M ago34:58

34:58

If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of always trying to control your narrative Why the pursuit of contentment is greater than the pursuit of happiness 5 questions to help you find pure contentment in the p…

1
CAEE™ Ratio 18:55

1M ago18:55

18:55

Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ Ratio — Pate…

1
BFH , Credit card duopolies , retail stocks benefit? 23:14

1M ago23:14

23:14

Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …

1
DEI? You’re Fired! with Heather McGhee 1:23:54

2M ago1:23:54

1:23:54

As the Trump administration’s attacks on diversity initiatives intensify, we’re joined by Heather McGhee, author of "The Sum of Us”. Together, they explore the myths fueling anti-DEI sentiment, examine how the Trump administration weaponizes racial grievance to protect powerful interests, and discuss how a truly inclusive society benefits everyone,…

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494: Beyond the Headlines: How Retirees Can Navigate Investment Risks with Larry Swedroe 1:08:36

2M ago1:08:36

1:08:36

Today, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evidence-based investing. He’s also a well-known advocate for cutting through the financial media noise to focus on strategies that actually work. In Larry’s lat…

1
493: Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings 27:45

2M ago27:45

27:45

Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan is truly built for the unexpected. In this episode, we discuss: How a process can give you greater investment and financial control How to assess your liquid/safe reserves Tax and inflation protection opportunities brought by ma…

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Tariff-ying Times with Pete Buttigieg 1:19:31

2M ago1:19:31

1:19:31

As the economy reels from Trump's sweeping tariffs, Jon is joined by former Transportation Secretary Pete Buttigieg to examine the fallout. Together, they explore what Trump's levies mean for everyday Americans, discuss how to bridge the divide between politicians and the people they serve, and consider how a new generation of leadership might rebu…

1
492: 3 Levels of Retirement Readiness: Where Do You Stand? 23:07

2M ago23:07

23:07

How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In this episode, we discuss: Financial vs. non-financial retirement readiness Why your income strategy is key Considerations for long term care insurance H…

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Who Is Government? Storytime with Michael Lewis 1:25:35

2M ago1:25:35

1:25:35

As the Trump administration targets the federal workforce, we're joined by Michael Lewis, editor of and contributor to The New York Times bestselling collection "WHO IS GOVERNMENT?: The Untold Story of Public Service.” Together, they explore the vital yet uncelebrated work of civil servants, discuss why negative perceptions of them persist, and con…

1
491: Freedom After 50: 8 Reasons the Month You Retire Matters 32:28

2M ago32:28

32:28

Before you make your transition into retirement, it’s important to dial in the ideal timing not just for your money, but your mind. In this episode, we discuss: Irrational reasons to not retire The “3 Cs” of retirement timing Family, health, and social considerations in retirement Listen in as Casey Weade is once again joined by Les McDaniel to exp…

1
Why We Can’t Have Nice Things with Ezra Klein 1:22:40

2M ago1:22:40

1:22:40

As Democrats struggle to define the future they want to create, we're joined by Ezra Klein, host of The New York Times podcast "The Ezra Klein Show" and co-author of "Abundance," to examine why turning progressive visions into reality has become so difficult. We explore how good intentions have created obstacles, how empowering officials can stream…

1
Dole Foods an asset play 35:46

2M ago35:46

35:46

Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…

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490: Retirement Withdrawal Strategies in Down Markets: Should You Shift Yours? 27:11

2M ago27:11

27:11

Market volatility is inevitable. Whether you’re 10 months or 10 years into retirement, it’s vital to ask: is your investment strategy prepared? In this episode, we discuss: Why market volatility is necessary When down markets no longer become an opportunity How to avoid sequence of returns risk 4% withdrawal rule flaws Today's articles are from The…

1
America's Factory Reset with Adam Tooze and Sohrab Ahmari 1:10:12

2M ago1:10:12

1:10:12

As the Trump administration pursues a dramatic economic realignment, we're joined by Adam Tooze, author of Chartbook on Substack, and Sohrab Ahmari, US Editor of UnHerd and author of Tyranny, Inc., to examine the feasibility and implications of an American industrial revival. We analyze the administration's strategy for reshoring manufacturing, deb…

1
489: Freedom After 50: The 4 Myths of Security Keeping You Stuck Today and Fearful of Tomorrow 27:06

3M ago27:06

27:06

For decades, you’ve been told that security is the key to a successful life; Work hard, save wisely, and one day, you’ll be able to retire with peace of mind. But what if the very idea of security is holding you back? In this episode, we discuss: The power of a decision-making framework Pitfalls of delayed gratification Financial security disillusi…

1
Net net stock - VNDA 29:18

3M ago29:18

29:18

Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…

1
488: From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz 1:01:20

3M ago1:01:20

1:01:20

Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the industry and has been recognized as one of Barron’s Top 100 Most Influential Women in Finance and one of the Ten Most Influential Women in Wealth Managemen…

1
487: Should You Pay Off Your Mortgage Before Retirement? 26:42

3M ago26:42

26:42

Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a financial and emotional perspective. In this episode, we discuss: Historical vs. potential future of mortgage rates Why a mortgage can be a valuable asset How to determine your mortgage value Today's a…

1
Make Authoritarianism Great Again? with Maria Ressa 1:07:32

3M ago1:07:32

1:07:32

Drawing on her frontline experience, Nobel Peace Prize winner Maria Ressa joins us to examine the alarming parallels between America's political climate and the Philippines' democratic decline. We explore how digital platforms have become weapons against truth, discuss shifting global alignments, and consider strategies for resistance to protect Am…

1
486: Freedom After 50: How to Talk About the Tough Stuff—Money, Religion & Politics 31:22

3M ago31:22

31:22

In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you often need to learn how to dig deeper with your conversations. In this episode, we discuss: Why quality of relationships is crucial for longevity and happiness How the “Coin’s Edge” philosophy helps y…

1
Libertarian Says What? with Nick Gillespie 1:27:13

3M ago1:27:13

1:27:13

As the Trump administration pursues its federal downsizing project, we're joined by Nick Gillespie, Editor at Large of “Reason” magazine and Host of “The Reason Interview with Nick Gillespie” podcast, to examine what's at stake. We explore where libertarian principles align with and diverge from Trump's approach, debate if government serves as esse…

1
485: Top 5 Retiree Regrets and How to Avoid Them 26:13

3M ago26:13

26:13

You want to ensure you have all your ducks in a row before entering retirement. Today, we’re pulling back the curtain on the biggest retiree regrets so that they don’t become yours too. In this episode, we discuss: Do you need to be a millionaire to retire? The Social Security “breakeven” number Pros and cons of bringing debt into retirement Prepar…

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484: Freedom After 50: Fearless Freedom – Unlocking Radical Resilience for Life’s Next Chapter 22:46

4M ago22:46

22:46

What role does spirituality play in your life and how can it help you cultivate a purpose-driven retirement? Join us for a conversation about wisdom, the deeper truths that have endured across time, and why this is all central to a purposeful retirement. In this episode, we discuss: How spirituality and faith impact retirement When and where fear c…

1
Agreeing & Disagreeing with Jen Psaki 1:16:04

4M ago1:16:04

1:16:04

As Democrats grapple with defining their principles and message, we're joined by Jen Psaki, host of MSNBC's "Inside with Jen Psaki" and "The Blueprint with Jen Psaki" podcast. Also drawing on her political experience, including as White House Press Secretary under Biden, we discuss who is (or isn't) shaping Democratic policy, how media can better c…

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483: The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott 1:02:55

4M ago1:02:55

1:02:55

Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s also the Professor of Practice at the American College of Financial Services and The Wall Street Journal has named him the best source for IRA advice. We discussed …

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482: Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4 31:24

4M ago31:24

31:24

Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why most legacies fail How to leverage the Wisdom & Wealth pillars for legacy planning How to activate legacy with impact Listen in as Casey Weade is once …

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Confronting the Chaos with Leader Hakeem Jeffries (D-NY) 1:16:07

4M ago1:16:07

1:16:07

Amid the disarray in Washington, we're joined by House Democratic Leader Hakeem Jeffries to discuss leading the opposition during Trump's second term. We examine his strategy for countering Republican overreach, explore what resistance looks like this time around, and consider how Democrats might harness this moment to forge a more responsive and e…

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481: Comparing 4 Flexible Income Strategies for Retirement 27:35

4M ago27:35

27:35

If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals. In this episode, we discuss: How income strategies have evolved Why retiree spending changes What makes an income strategy “flexible” How to know which income strategy is best for you Today's article is from Mo…

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The Cons & Cons of Trump with Gov. Chris Christie 1:13:48

4M ago1:13:48

1:13:48

The second Trump administration is off to a chaotic start. To better understand the President’s mindset and motivations, we’re joined this week by Trump friend-turned-foe, former New Jersey Governor Chris Christie. Plus, we delve into issues like DEI and meritocracy, and consider how both parties might evolve in a new Trump era. Follow The Weekly S…

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480: Freedom After 50: The Shadow Side of Wealth - Exploring the Wise Wealth Matrix - Part 3 33:25

4M ago33:25

33:25

Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and connection. In this episode, we discuss: 3 cultural norms most distorted by modern society Risks associated with the pursuit of “more” Pros and cons of…

1
JON & AOC 1:13:03

4M ago1:13:03

1:13:03

As Trump returns to the White House, backed by a coalition of billionaires and blue-collar workers alike, we’re joined by Representative Alexandria Ocasio-Cortez (D-NY). Together, we confront the growing disconnect between Democrats and their working class roots, discuss strategies for advancing progressive priorities in a resistant Congress, and e…

1
479: Our 2025 Market Predictions 23:00

5M ago23:00

23:00

It’s that time of year again in the finance world; time to ring in this year’s stock market predictions! Are analysts erring toward bull—or bear? We give you our take. In this episode, we discuss: How our past market predictions fared How today’s market activity compares to the 90s Why we could be due for a correction How technological advancements…

1
History (and Trump) Repeats with Jon Meacham 1:06:24

5M ago1:06:24

1:06:24

As America braces for a second Trump administration, we're joined by historian Jon Meacham to place our current moment within the broader sweep of U.S. history. Together, we examine whether Trump's explicit rhetoric about territorial expansion and open billionaire support truly represents something unprecedented, reflect on how the Biden administra…

1
478: Cracking the Code to Maximize Happiness By Finding Meaning and Purpose in Retirement with Jordan Grumet, MD 51:22

5M ago51:22

51:22

Today, I’m thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast. In his new book, The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy, he follows up his work in Taking Stock to explore…

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477: 10 Steps to Prepare Your Finances for Retirement 33:59

5M ago33:59

33:59

How should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics. In this episode, we discuss: How your emergency fund might change in retirement Why your income strategy is key to retirement success How to fill for your income “gap” Asset vs. tax allocation The “tax oasis” Today's a…

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476: Freedom After 50: Exploring the Wise Wealth Matrix - Part 2 30:35

5M ago30:35

30:35

What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life. In this episode, we discuss: What it means to let wisdom drive your life Three guiding principles of your purpose What it means to have “radical resilience…

Podcasts Worth a Listen

Secure Ideas LLC Podcasts

Podcasts Worth a Listen