Your go-to podcast for mastering money and investing. Hosted by Tyler Gardner, a trusted influencer with over 2.5M followers, Your Money Guide on the Side simplifies the complex, adds nuance to what seems simple, and connects you with the brightest minds in finance, investing, and business. Whether you’re just starting or leveling up, this is your one-stop resource to navigate your own finances with clarity, confidence, and a bit of fun. Let’s get you one step closer to where you need to be.
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Secure Money Advisors Podcasts
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 ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Money Maestro represents you, the customers, not the banks. As independent brokers, we’re not tied to any single bank’s product guidelines. We have the ability and expertise to solicit the best solution tailored to your needs and situation.
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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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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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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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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Penobscot Financial Advisors
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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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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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 ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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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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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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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 ...
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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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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money® with Hilary Hendershott tackles money beliefs and financial planning strategies like ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to ThinkAdvisor’s Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confid ...
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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Learning from the World's best to become the best you can be
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies. Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, ...
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Katherine Vessenes, CEO and Founder of MD Financial, imparts her wisdom on topics ranging from financial planning and retirement, to life insurance; advice that’s specifically catered to medical professionals. Join us and subscribe so you’ll never miss Money Minutes for Doctors. https://mdfinancialadvisors.com/disclosures
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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You’re working hard to become financially secure, but what are you actually doing with your money to help you reach the financial goals you’ve set for yourself and your family? On “Your Money Manual,” host Vince Annable, CEO of Wealth Strategies Advisory Group, provides a fresh perspective with information on unique and tested investment ideas that many financial advisors don’t share with their clients. If you’ve ever wondered how high net worth investors successfully protect and even grow t ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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Podcast by VOCM
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Investing For Retirement.
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Retirement planning discussion and education for women (and their families) in their 50s and 60s who want to retire on their own terms. We'll cover Social Security, Medicare, tax planning, lifestyle considerations, financial planning, investing, and much more. I invite you to listen and subscribe. **Not currently publishing new episodes**
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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The Best 5 Minute Financial Advice
Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian
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Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email [email protected] or visit www.mercurioadvisors.com online ...
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Are Financial Advisors Really Still Saying THAT?
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We were shocked when we found out that AOL was still around. We are even more surprised to find out that some financial advisors are still using these outdated ideas. 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 informat…
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the…
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Habits That Could Wreck Your Retirement Dreams
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This week on Retirement Results, Ford and Sam unpack four common habits that can quietly derail your retirement dreams — and what you can do to avoid them. From overspending to under-planning, the wrong moves today can cost you big in the future. They also break down why private pensions (sometimes called personal pensions or FIAs) can be the Swiss…
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In Episode 212, Fred Saide discusses the financial challenges and strategies for Generation X as they approach retirement. He emphasizes the importance of understanding the transition from accumulation to decumulation, the need for effective retirement income strategies, and the significance of planning for longevity and healthcare costs. Saide als…
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Retirement isn’t about more hustle—it’s about smarter alignment. Joe Murphy has the story.
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They grew up on mixtapes, weathered two market crashes, and now Gen X is staring down retirement with one eye on the future—and the other on the fine print. For those who’ve saved smartly, the next move isn’t grinding harder, it’s aligning strategically. How do you shift from being a saver to becoming a true steward of your wealth? That’s the conve…
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(Best of) Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management.
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Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the …
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As we approach retirement age, are the finances where they should be at this stage of our lives? Have a money question? Email us here Subscribe to …
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Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?
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To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Futur…
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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners
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In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional …
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Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics
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Discover how money choices today can influence your financial confidence and retirement happiness in this engaging episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain perspective on retirement planning strategies, Social Security rules, tax considerations, and investing trends that could shape your financial journey. • Exam…
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Is it a good move to ditch my target date fund and instead invest a bit more aggressively? Have a money question? Email us here Subscribe to …
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#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!
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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 …
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The Market Experts: Quant AI has made Billionaires! Now Retail Investors Can Do It Too! (OpenQuant)
1:08:52
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From Apple’s Touch ID to a $650M hedge fund–and from Vietnamese medtech to $80M in DeFi–Makoto Tominaga & Quoc Anh Ngo expose why retail trading is rigged, and how their AI platform OpenQuant is rewriting the rules of crypto, equities, and real estate investing. Makoto Tominaga is a quant strategist at a $650M hedge fund and former Apple engineer w…
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Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?
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If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence. Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Ma…
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Expert Mortgage Broker in Dubai – Money Maestro
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Looking for a trusted mortgage broker in Dubai? Money Maestro specializes in helping individuals and businesses secure the best mortgage solutions. Our expert team compares multiple lenders to find competitive interest rates and flexible repayment terms tailored to your needs. Whether you are buying your first home, refinancing, or investing, we pr…
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Should Private Equity Investments Be Part of Your Retirement Plan?
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If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules around investing are changing. And, most importantly, you…
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How much extra money can we afford to spend on "fun" things, such as travel and hobbies? Have a money question? Email us here Subscribe to Jill…
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Ep 17 - Decoding Social Security for Retirement Planning
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Wondering how to navigate the world of Social Security? Join financial advisors Jeb, Ethan and Eric as they tackle one of the most critical topics for retirees. This episode provides a clear overview of how Social Security works, from eligibility requirements and the Full Retirement Age to the often-overlooked spousal benefit. They offer valuable i…
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Welcome New Olim: Should You Bring Your Money to Israel?
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Ready to make your money work as hard as you do in your new Israeli life? I'm spilling the tea on why your finances might need to stay behind in the US while you forge ahead. From avoiding costly mistakes to navigating the minefield of cross-border investing, I'll show you how to keep your wealth growing without getting lost in translation. To lear…
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Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers.
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There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to interest rate cuts. Today's Stocks & Topics: CPB - Campbells Co., Market Wrap, DUOL - Duolingo Inc., Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers, NKE - Nike Inc.…
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Retirement Planning, Fed Updates & Senior Living Insights
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Prepare for an engaging look at today’s markets and the evolving world of retirement living on this episode of Money Matters! Wes Moss and Jeff Lloyd unpack key economic signals before Wes sits down with senior living specialist Jen Franks to explore retirement care and housing options with clarity and practicality. Analyze how Jerome Powell’s dovi…
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The Truth About Your Retirement Costs of Living & Spending
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When most people picture retirement, they imagine slowing down, spending less, and enjoying a simpler life. But the reality? Retirement often comes with unexpected costs of living – and sometimes, those costs are even higher than when you were working. Eric Heckman, President of Heckman Financial and veteran financial planner, is explaining everyth…
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Social Security turns 90. President Trump marking the occasion at the White House.
53:59
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In this episode, Grant and Bill discuss Social Security turning 90, the best financial advice you've ever received, and what if you think you've saved too much for retirement.By Grant Dorhout
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The latest estimate on how much healthcare could cost you in retirement.
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In this episode, Grant and Bill discuss the latest estimate on how much healthcare could cost you in retirement, when to call your financial advisor about a life-changing event, and how where you live can impact how much you save for retirement.By Grant Dorhout
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How I Can Afford a Comfortable Retirement
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In this episode of Your Money, Your Mission., host Kelly Mould interviews Jill Haupt, a retiree and former head of private banking at Johnson Financial Group. Jill shares her experiences and insights on planning for a comfortable retirement, including the importance of starting early, maximizing employer-offered retirement plans and considering hea…
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What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544
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You’ve heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this tax triangle of yours is lopsided? Joe and our special guest co-host, Marc Horner, CFP®, spitball on this quandary for Rae and Roy in Central California, toda…
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Ep #253: The Equity Sweet Spot: Why ER Doctors Can’t Afford to Miss It
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When it comes to long-term success, nothing moves the needle quite like exposure to the equity markets. For most professionals, the sweet spot for taking on that market risk happens in their 30s and 40s — when income is steady, savings are growing, and there’s still plenty of time to ride out volatility. But for ER doctors, that window looks differ…
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292: Ask Hilary: Is Paying an Advisory Fee For Ongoing Financial Support Really Worth It?
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Welcome to another episode of Ask Hilary, where we tackle money questions people are asking our advisors and the internet. Today, Hilary is digging into a question that our team gets asked regularly–and with good reason!–when we’re getting to know potential clients: Is paying an advisory fee really worth it—especially when I could manage things mys…
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Are you too conservative with your investments?
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Motley Fool says without some money in the stock market you risk not achieving the growth you need for a long retirement. Are they correct? 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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Are You Betting Your Retirement on Just 7 Stocks?
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Is your retirement portfolio riding too heavily on the “Magnificent Seven”? In this episode, Charleston’s Retirement Coach Brandon Bowen breaks down the risks of overconcentration in today’s tech-heavy market and explains how to rebalance for long-term retirement success. From Morningstar risk assessments to rules-based investing with Market Guard,…
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When I retire next year, I'll have various retirement accounts, should I look to consolidate them? Have a money question? Email us here Subscribe to …
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Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246
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Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, and more—options typically reserved for pension funds and institutional investors. But what does this really mean for everyday savers? We break down the…
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12 Totally Free Ways to Save Money Fast and Boost Your Passive Income
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There are simple and practical strategies to quickly build savings—including cutting unnecessary subscriptions, automating savings, maximizing rewards, and other smart money moves. Today's Stocks & Topics: SMCI - Super Micro Computer Inc., Market Wrap, Silver, EXK - Endeavour Silver Corp., UPS - United Parcel Service Inc., 12 Totally Free Ways to S…
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Investment Wisdom Through Literature: Faulkner’s Lessons for Modern Kentucky Investors and Lexington’s Economic Challenges
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44:37
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Investment Wisdom Through Literature: Faulkner’s Lessons for Modern Kentucky Investors and Lexington’s Economic Challenges Timeless Investment Principles Hidden in Classic Literature In this episode of the Tom Dupree Show, Kentucky retirement planning Registered Investment Advisor Tom Dupree draws unexpected parallels between William Faulkner’s mas…
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Why Your 401K Target Date Fund Could Be Sabotaging Your Retirement
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Why Your 401K Target Date Fund Could Be Sabotaging Your Retirement: A Financial Advisor’s Guide to Better Planning Are you one of the millions of Americans unknowingly putting your retirement at risk with target date funds? In this episode of The Tom Dupree Show, financial advisors Tom Dupree Jr. and Mike Johnson expose the hidden dangers lurking i…
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How Do I Make My Kid Filthy Rich (Without Going Broke)?
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In case you missed it, check out last week's episode of Your Money Guide on the Side that answers the question How Do I Manage My Own Investments? This Week...Your kid thinks money comes from your phone. Or maybe a magical debit card named Mom. Taxes? Rent? The economics of movie popcorn? Foreign concepts. This episode isn’t about turning your chil…
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With different pension options to choose from, we're not sure which one to pick for my husband. Have a money question? Email us here Subscribe to Jil…
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August 23, 2025 - Author & financial advisor Shannon Lee Simmons
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August 23, 2025 - Author & financial advisor Shannon Lee Simmons by VOCMBy VOCM
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Retire Smart Maryland: The Urgency of Retirement Planning
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In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses the current high interest rates and their impact on retirement planning, particularly regarding annuities. He emphasizes the importance of having a solid retirement plan and the growing interest among individuals in understanding their financial futures. The conversat…
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Market volatility can feel unsettling, especially when you’re thinking about your retirement savings. In this video, we break down what market ups and downs really mean in the context of long-term retirement planning, exploring the factors that drive volatility and how it can impact different types of investments. We’ll discuss strategies for maint…
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What You Need to Know If You Get an Inheritance | THIS Could Be the Biggest Drain on Your Retirement Money | Your 90-Year-Old Best Friend in Retirement
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On this episode: Many people will get an inheritance, but many are not ready for the issues surrounding it. Markets, Fees, and Healthcare can be big costs in retirement. Are you ignoring your biggest threat? Social Security has been around for 90 years. Will it make it another 90? Subscribe or follow so you never miss an episode! Learn more at Gold…
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Wages Are Falling Behind Inflation, Leaving Many Workers Struggling
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Despite some wage growth, the typical American worker’s pay has not kept pace with rising inflation over the past four years, especially in professions like education, while job growth favors sectors like healthcare and hospitality. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Market Wrap, OKE - Oneok Inc., KPP Newsletter, Wages Are Fallin…
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Protecting Your Retirement Income from Volatility and Inflation
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This week on Retirement Results, we focus on helping our listeners create peace of mind and steady paychecks they can count on. From the hidden threat of inflation to the strategies that build guaranteed, increasing income, we show you how to defend your lifestyle and enjoy your retirement years with confidence. ✅ Why inflation is the invisible for…
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In Episode 11 of Money Matters USA, Fred Saide discusses the evolution of retirement planning over the past 30 years, emphasizing the need for adaptability in strategies due to changing market conditions, inflation, and tax implications. He highlights the importance of having a written plan and being flexible with withdrawal rates to ensure financi…
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Joe Murphy kicks things off with a lighthearted look at retirement and why sometimes stepping away early is the smartest move you can make.
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Joe Murphy kicks things off with a lighthearted look at retirement and why sometimes stepping away early is the smartest move you can make. With the theme “Retired early – because working late never suited me,” we explore the humor, wisdom, and life lessons that come from knowing when it’s time to trade the office clock for more freedom. It’s part …
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(Best of)Kevin Brucher discusses the critical balance between saving and investing for retirement.
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Kevin Brucher discusses the critical balance between saving and investing for retirement. He emphasizes the importance of having an emergency fund, understanding sequence risk, and the role of guaranteed income in retirement planning. The conversation also delves into the evaluation of annuities and investment strategies, providing insights on how …
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