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Success in the New Retirement

Damon Roberts, Matt Deaton

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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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The Retirement Summit

Summit Wealth Strategies

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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and s ...
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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Money + Meaning

SOCAP (Social Capital Markets)

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Money + Meaning highlights the stories of innovators in our community who are leveraging the power of capital markets to create a more just and sustainable economy. We expand the conversation around impact investing and explore strategies to finance and support social change.
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As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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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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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
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The Retirement Roux

John Blanchard

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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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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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Associations NOW Presents

associationsnowpodcast

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An original podcast from the American Society of Association Executives where we explore key topics relevant to association professionals, discuss the challenges and opportunities in the field today, and highlight the significant impact associations have on the economy, the U.S., and the world.
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Replace The Job You Hate With A Life You Love. This is the podcast for high performers who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros who’ve ...
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This is The Learnit Lounge, a podcast brought to you by Learnit. In each episode, we sit down with HR and L&D leaders to explore how learning programs have sparked real change—unlocking growth, building trust, and transforming the way their teams work. Hosted by Mickey Fitch-Collins, PhD, a leading facilitator and learning designer at Learnit, this podcast brings you the stories behind successful learning strategies—direct from the people driving them. Learnit is a live learning platform tha ...
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This is Higgle: The B2B Sales Club Podcast, where we bring you actionable insights about sales RFPs, Sales Negotiations and difficult Procurement discussions. It's all about helping you win more deals, and hitting your sales quota. We talk to sales leaders, brand leaders and procurement leaders about lessons learnt on their journey to win more sales deals and get better negotiated outcomes. The podcast is hosted by Mike Lander, an ex procurement director and entrepreneur, talking to guests a ...
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Creative Collaborations

Chuck Anderson

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Let's face it, achieving great business results as an entrepreneur is rarely accomplished alone. There is always someone out there that can solve problems faster and easier than you can. What if you could leverage a strategic partnership or creative collaboration to accelerate the growth of your business? This show is all about how Chuck Anderson and his entrepreneur friends have leveraged partnerships and collaborations to increase our business results and make a BIG positive impact on othe ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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We Are ETH

ETH Zurich

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We Are ETH is a podcast series featuring stories from Alumni of ETH Zurich around the globe. Hosted by ETH Circle Member and Entrepreneur Susan Kish, We Are ETH brings you conversations with the people who have taken their ETH experience out into the world and turned it into a company, a career, and a way of life.
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On Scaling Impact we’ll interview leaders in strategy and impact at mission driven organizations that have dramatically increased the level of impact at their organizations.
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Welcome to Impact with Eddie Wilson Podcast. I'm Eddie Wilson, and I'm excited to share my journey and insights with you. As an entrepreneur who has successfully owned over 125 businesses and developed a unique business operating system, I understand the importance of living intentionally and finding your purpose. In this podcast, we will explore how you can take control of your life, unlock your potential, and create a meaningful impact. I believe that everyone has the ability and responsib ...
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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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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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The TechAfrica News Podcast

TechAfrica News (www.techafrica.news)

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The TechAfrica News Podcast delivers unfiltered conversations with the leaders and innovators driving Africa’s Digital Transformation. We focus on the core forces reshaping the continent: connectivity and infrastructure, emerging technologies, digital health, financial inclusion, and the evolving tech ecosystem. Each episode offers clear-eyed insights into the breakthroughs and challenges defining Africa’s digital landscape. Expect candid discussions, expert analysis, and real stories that r ...
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Corey Hodges is the owner and founder of Fortified Futures Wealth and Retirement Advisors. Corey and his team focus on wealth management and retirement strategies. “Fortify Your Future” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Listen to “Fortify Your Future Radio” Saturdays at 11:30 a.m. and Sundays at 8:30 a.m. on News Talk 94.5 WPTI!
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Commonwealth Club of California Podcast

Commonwealth Club of California

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The Commonwealth Club of California is the nation's largest public affairs forum. The nonpartisan and nonprofit Club produces and distributes programs featuring diverse viewpoints from thought leaders on important topics. The Club's weekly radio broadcast — the oldest in the U.S., since 1924 — is carried on hundreds of stations. Our website features audio and video of our programs. This podcast feed is usually updated multiple times each week.
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Navigate: Housing Unlocked

Navigate Affordable Housing Partners

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So you want to build affordable housing in your community — to create opportunity, close the housing gap, and make lasting change. But is your organization ready to do that? Navigate: Housing Unlocked explores what it really takes to turn community vision into action. Hosted by Navigate Affordable Housing Partners, this video podcast helps nonprofits, community development corporations (CDCs), and mission-driven leaders understand the how behind building capacity, securing funding, and execu ...
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The Shift Code

Project Management Institute

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PMI CEO Pierre Le Manh takes listeners inside real stories of organizational transformation from sectors and regions across the globe. Join us for candid conversations with top leaders in transformation as they give a behind-the-scenes look into the strategic and digital innovation driving their journeys, their lessons learned and the professional skills needed for success.
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The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
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The Purpose Effect

Elena Kersey

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Imagine if all businesses were founded on purpose and built 'for good'. In The Purpose Effect, Elena Kersey gets into the weeds with women building social and environmental impact businesses about the problems they are solving and the lessons they've learned along the way. If you believe in the power of business to solve the worlds biggest problems; then this is the show for you.
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Dave Roberts ,MSW, LMSW is an adjunct professor of psychology child life at Utica University, an author a bereavement support specialist, and a parent who experienced the death of an adult child on March 1,2003. He was inspired to create The Teaching Journeys Podcast by two of his former Utica University students. Dave strives to have meaningful conversations with individuals , young and old, whose life journeys, life skills and challenges ,can teach us about addressing our own challenges. I ...
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A community-organized series of interactive panels, talks, and networking taking place in Davos, Switzerland - and online - in parallel to the World Economic Forum’s Annual Meeting.
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The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subsc ...
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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IFPRI Podcast

International Food Policy Research Institute

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The International Food Policy Research Institute (IFPRI) provides research-based policy solutions to sustainably reduce poverty and end hunger and malnutrition in developing countries. Established in 1975, IFPRI currently has more than 600 employees working in over 50 countries. It is a research center of CGIAR, a worldwide partnership engaged in agricultural research for development.
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Hello. Welcome to LocalLink Hub’s podcast, a show with local impact for global change. Locallink Hub is the localization and partnership initiative for Terre des hommes. Local Link Hub is a global online platform that provides free e-learning and capacity development resources for local and national actors. Through this platform, Terre des hommes aims to contribute to a power shift to localize aid, making the provision of aid more equal and sustainable. We support our local partners to becom ...
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Welcome to Adding the Impact podcast with your host Celine Egan, CEO of Juice Plus+ Australia and New Zealand. Join Celine each week as she dives into the dynamic world of direct selling, where Celine sits down for intimate conversations with individuals who have left a lasting impression on her life. From living intentionally on purpose for purpose to cultivating a life filled with inspiration and inner fulfillment, we leave no stone unturned in our quest for growth and transformation. Whet ...
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The UKFIU Podcast

UK Financial Intelligence Unit

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The UK Financial Intelligence Unit (UKFIU), housed within the National Crime Agency, has national responsibility for receiving, analysing and disseminating financial intelligence submitted through the Suspicious Activity Reports (SARs) regime. SARs alert law enforcement to potential instances of money laundering and terrorist financing and are a vital source of intelligence, not only on economic crime but on a wider range of criminal activity. These educational podcasts are part of the UKFIU ...
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The Deal Board

Andy Cagnetta & JT Tatem

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The Deal Board podcast is a place for small business owners and entrepreneurs to learn the best way sell a business or buy a business. Business Exit Experts, Andy Cagnetta and JT Tatem, lead discussions with expert business brokers, M&A professionals, and entrepreneurs that have sold a business or bought a business. Whether you are looking to learn how to sell a business, information on business valuation, or how to buy a business – The Deal Board gives you the behind the scenes of the entir ...
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Global India

The Brookings Institution

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How does India deal with its friends and rivals, and see its role in the world? On Global India, host Tanvi Madan and guests unpack India's foreign policy and its international impact for experts and new learners alike.
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Podcetera

René Lego & Joe’l Ludovich

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Podcetera is where powerful stories meet honest conversation. Hosted by Joe’l Ludovich and René Lego, the podcast features guests from all walks of life—artists, activists, survivors, and culture shapers—who open up about creativity, identity, adversity, and everything in between. Real talk that inspires, challenges, and connects us through the stories that matter most.
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Welcome to the CM Murray LLP podcast channel where we discuss a wide range of topical issues in relation to partnership and employment law. CM Murray LLP is a leading partnership, employment and regulatory law firm based in London. We advise US and UK law firms and partners, hedge fund and investment management partners, US and other multi-national employers, senior executives and founders on a range of UK partnership and employment law issues.
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This episode of The Teaching Journeys Podcast, hosted by Dave Roberts, features Steve Ramona—a renowned "super connector" and partnership specialist. The conversation explores the power of servant leadership, the importance of meaningful connections, and the ripple effect of small acts of kindness. Steve shares his journey from working at a health …
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In this honest and soul-filling chat, Celine and Maryanne unpack the real journey behind growth, resilience and rewriting your story. Maryanne opens up about the anxiety she carried as a child, the identity she lost and found while raising four kids, the heart attack that pushed her to stop waiting, and the 10-month road trip that helped her create…
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Winning partnerships aren’t built in a vacuum—they thrive on trust, transparency, and true co-creation. This solo episode of The Learnit Lounge Podcast dives deep with host Mickey Fitch-Collins, PhD, Human Skills Facilitator at Learnit, as she turns the spotlight on a crucial—and often missed—leadership lesson: Don’t just support your business, co-…
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This special 200th episode of The Teaching Journeys Podcast, hosted by Dave Roberts, features a heartfelt conversation with Reverend Patty Furino and Noemi Beres. The trio reflects on the serendipitous events that brought them together, the power of spiritual connection, and the lessons learned from loss, synchronicity, and community. They discuss …
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In this episode of the Collaborators Unite podcast, Chuck Anderson and Amanda Slade delve into the transformative power of manifestation. They discuss Amanda's journey from corporate success to spiritual awakening, emphasizing the importance of vibrational alignment, healing, and prosperity consciousness in the manifestation process. The conversati…
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Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 30 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate: How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hus…
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This episode is a powerful year in review and a behind the scenes look at Impact Others and Project Dakota. Eddie shares the story of launching a new “house of refuge” and feeding center in Colombia, why he’s been drawn to protecting children who can’t protect themselves, and the personal origin behind Project Dakota, named in honor of his brother.…
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Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how Social Security, pensions, and IRAs can impact your b…
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What if one decision about your 401(k) could reshape your entire retirement? In this episode, Ken and Nick Tumolo break down the fast‑growing role of Roth 401(k)s, why rising adoption matters, and how contribution choices affect taxes later in life. They explore real client scenarios that reveal how age, income level, upcoming IRS rule changes, and…
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Are you unknowingly leaving your retirement savings stranded in cash? Ryan Herbert dives into the hidden risks of rolling over your 401(k) and letting your money sit idle. Discover why “paralysis by analysis” keeps investors from making smart moves, the pitfalls of market timing, and practical alternatives like annuities and structured notes. Learn…
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What if the biggest retirement mistake happens after you stop working? In this episode, Jon Hicks breaks down why many retirees struggle—not from lack of savings, but from not knowing how to turn those savings into sustainable income. He explores the “descent down the mountain,” outlining the three essentials every retiree must understand: knowing …
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What if the biggest threat to your retirement isn’t market volatility — but an outdated mindset? In this episode, Abe Abich breaks down why so many retirees worry they’ll run out of money, even when they’ve saved millions. He explores how shifting from pure growth to a balanced income‑focused strategy can create more confidence in retirement. He al…
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Joy Clark writes songs that feel lived in, guided by emotion, faith, and instinct. The Louisiana-born singer-songwriter and guitarist joins Podcetera for a personal conversation about music, identity, and learning to fully inhabit your own life. Raised in Harvey, Louisiana, the youngest of five in a deeply religious family, Joy shares how being hom…
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Election Day in the November 2024 presidential election was a pivotal moment in American history, and in his second term, President Trump has moved quickly to imprint his vision on the country and its policies. But before November 5, there was a whole campaign that was wild, unpredictable, fiery and violent. Jonathan Karl, ABC News chief Washington…
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We're so excited to bring you this powerful testimony episode featuring Zoe, one of our newest team members! Join Michelle and Zoe as she shares her incredible journey from growing up in a Christian household to walking away from faith at university, and ultimately experiencing a radical encounter with God that changed everything. Discover how Zoe …
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What if the key to closing more sales lies in understanding body language and reading the room effectively? Kevin Kelly, an international keynote speaker and author, takes us through his Three A's framework (awareness, attention, and action) in this episode. We explore the secrets to forming genuine connections with clients, where likability and tr…
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A single question ignites this week’s conversation: Can you really live on investment income alone in retirement? In this episode from this past weekend’s radio show, Abe Abich breaks down why income planning isn’t one‑size‑fits‑all, how risk should shift as you approach retirement, and what consolidation, diversification, and tax‑smart strategies …
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A warning from financial history sets the stage as Jon Hicks dives into what today’s AI‑driven market surge may really mean. In this episode from this past weekend’s radio show, Jon breaks down why comparisons to 1929 are resurfacing, how interest rates shaped 2022’s downturn, and why the frenzy around artificial intelligence could signal more than…
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The Social Impact Holiday Mixer is an evening of celebration and connection bringing together philanthropists, nonprofit leaders, and changemakers from across the Bay Area. Hosted at Commonwealth Club World Affairs, the program blends festive warmth with civic purpose. Honorary chair and emcee Willie L. Brown, Jr., two-term mayor of San Francisco a…
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BIG. ASIAN. ENERGY. is a Bay Area cultural force, elevating Asian power, women’s leadership, and the unstoppable vitality of our AAPI communities. Through headline events and community activations, BAE champions economic recovery, public safety, and support for small businesses by bringing bold visibility to Asian stories year-round. It’s a catalys…
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On this episode: How will you spend in retirement? Should your kids know the details of your will? Vanguard: Will two wrongs make a right? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for priva…
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On this episode: Vanguard is offering a Target Date Fund with an annuity option. What could go wrong? Turns out, retirees want more stability than the stock market provides. If you DIY your retirement plan, what are the dangers? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse a…
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2025 has been a doozy in so many ways. And climate news has been no exception. Climate One hosts Ariana Brocious and Kousha Navidar look back at what the year has meant for climate progress: the good, the bad, the ugly — and the joyful. According to the World Meteorological Organization, 2025 will go down as one of the ⁠top three⁠ warmest years in …
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In this episode of We Are ETH, host Susan Kish speaks with Joël Mesot, President of ETH Zurich, a scientist and people-first leader who has guided ETH through rapid change with calm resolve and big ambition. With warmth and humility, Mesot explains how collective intelligence across departments turns ideas into impact, from the Geo Lab and next-gen…
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In what is quickly becoming the season of saying, "for the last time in 2025," we bring you the final episode of Mind Your Business for the calendar year! On this week's episode, we take a closer look at the RISE Caldwell Watauga program, and how its connecting local employers with apprenticeships designed to enhance work-based learning for high sc…
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In this episode of Associations NOW Presents, guest host Joanna Pineda speaks with governance experts Glenn Tecker, Mark Engle, DM FASAE, and Jon Hockman, CPF, FASAE about the essential partnership between the board and chief staff officers (CSOs). Together, they break down how these roles differ, why their relationship is inherently interdependent…
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In this episode of The Teaching Journeys Podcast, host Dave Roberts interviews entrepreneur and HeartProfit founder Staci Wright. Staci shares her personal and professional journey, discussing how her experiences with business, loss, and mental health inspired her to create the HeartProfit movement—a new approach to business that prioritizes compas…
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There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/liste…
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Todays episode is a replay episode from May 2024 Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 30 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate: How To Quit Your Job - Grow Your Wealth - And Turn Your …
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Welcome to the Road to Davos webinar Series, our lead-up series helping leaders prepare for the most intentional week of the year. Davos is unique—dense with decision-makers, high in complexity, and rich with opportunity. ​Each session gives you practical insights, insider guidance, and a clearer path to make every hour in Davos count. Here, you ca…
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S6. Bonus Episode: The Journey to Becoming a Coach Supervisor In this bonus episode on systems-inspired supervision, Katie speaks with systems-inspired coach, facilitator, and certified coaching supervisor, Katy Stone about her journey to becoming a coach supervisor Key takeaways from this episode: Understanding coach supervision as a space for coa…
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Brad Hendrickson is the Chief Client Officer and Partner at Magnetic Creative, a leading branding and marketing agency specializing in helping consumer packaged goods (CPG) companies discover their "true north" through strategic brand building and storytelling. With over 15 years of agency and CPG expertise, Brad has played a pivotal role in Magnet…
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In this episode of Getting to Know KRA, we sit down with Reena Singh, Program Director for KRA's Northern Nevada region, to take a closer look at the role of one-stop operations in delivering a seamless, client-centered workforce experience. Hosted by Jonathan Overall, the conversation explores how EmployeeNV Career Hubs coordinate partners, commun…
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Even a national group of financial advisors admits the term fiduciary is vague and, in their words, “means nothing.” Greg gives his opinion on the topic and what is more important when searching for retirement assistance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and Yo…
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Unlocking People Power: Why Training Is the Ultimate Team Advantage. What really keeps top performers loyal—and how do managers move beyond “widgets and cogs” to see their teams as humans first? In this energizing episode of the Learnit Lounge podcast, host Mickey Fitch-Collins, PhD sits down with David Styers—veteran leadership developer and Direc…
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In this episode of The Teaching Journeys Podcast, host Dave Roberts interviews Jon Emery, creator of Life’s Check Mark podcast. Jon shares his story of overcoming job loss and divorce, and how these challenges led him to deeper self-discovery and a passion for helping others. The conversation explores the power of community, the importance of menta…
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In this episode of Collaborators Unite, host Chuck Anderson and guest Tracy Phillips discuss the significance of video in building trust and making a positive impact. Tracy shares her extensive experience in video production and emphasizes the importance of storytelling in engaging audiences. They explore the concept of the 'trust engine' and how d…
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Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 30 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate: How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hus…
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What happens to your retirement plan when inflation, interest rates, and market volatility refuse to play by the rules? In this episode, Shawn O’Keefe digs into the realities of today’s unpredictable economy and what it means for retirees and those nearing retirement. From the challenge of keeping up with rising costs to the importance of portfolio…
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Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and how to make those decisions. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, I…
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Is your Roth conversion strategy keeping you on a financial treadmill? Ken and Nick Tumolo unpack why one-size-fits-all approaches rarely work and how factors like taxes, Medicare, legacy goals, and market performance shape the best moves for your retirement savings. Learn how personalized planning can help you avoid costly mistakes and make smarte…
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What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building …
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Are you ready for the ticking tax time bomb in retirement? Dive into the essentials of Required Minimum Distributions (RMDs) and learn how recent rule changes impact your retirement income. Discover strategies to minimize taxes and avoid costly penalties. Whether you’re planning ahead or facing RMDs now, this episode delivers actionable insights to…
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What does a $102 million art heist have in common with your retirement plan? Both can be undone by a single, simple mistake. In this episode, Steve Anzuoni reveals the hidden pitfalls that threaten your financial future—from underestimating inflation and healthcare costs to the dangers of early withdrawals and credit card debt. Learn how to build a…
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Are you racing the clock on holiday shopping and your year-end financial checklist? Discover why procrastination could cost you more than just last-minute stress. This episode dives into critical financial moves to make before December 31st, from required minimum distributions to maximizing retirement contributions and charitable giving. Plus, we b…
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What It Means to Be a ‘Kingdom’ Financial Advisor In past Countdown to Retirement shows, Gregg MacInnis mentioned that he’s a ‘Kingdom Advisor.’ In today’s episode, he explains what the faith-based organization, how it aligns with the teachings of the Bible when it comes to faith and how it integrates with saving for and spending in retirement. Gre…
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Are you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of “set it and forget it” investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard …
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