The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Retirement Planning Insights, TSP Education, and Family Money Conversations
Manage episode 510095771 series 1098902
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Explore practical retirement planning strategies and gain clarity on key financial decisions in this engaging episode of the Retire Sooner Podcast. Wes Moss and Christa DiBiase discuss common questions and considerations for savers and soon-to-be retirees, providing perspectives on investment options and long-term planning frameworks.
• Discover how a focused 30-minute financial conversation between spouses about income, assets, and liabilities can reduce uncertainty and help families feel more organized and informed in their money matters.
• Understand why nearly half of Americans do not have a written financial plan and what this may indicate for retirement preparedness.
• Clarify retirement account protections within TSPs, along with rules for required minimum distributions (RMDs) and available investment options after age 73.
• Examine UTMA and UGMA accounts for minors, including potential tax implications, gifting considerations, and impact on financial aid eligibility.
• Consider when a financial planner may be appropriate, approaches to managing planning-related FOMO, and the features of advisory services offered by various firms.
• Explore the 0.01% Rule of thumb and how it may guide thinking about saving versus spending without implying specific outcomes.
• Review historically effective withdrawal rates, including whether a paid-off home could influence planning assumptions and evolving perspectives on the 4% rule of thumb.
• Assess strategies such as “buy, borrow, die”, including potential tax considerations, leverage, and portfolio risk factors.
• Compare keeping assets in a TSP for Roth conversions versus transferring them to another custodian, considering fees and investment options.
Gain perspective and knowledge to help support thoughtful retirement planning decisions—listen now to the Retire Sooner Podcast.
Learn more about your ad choices. Visit megaphone.fm/adchoices
432 episodes
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Manage episode 510095771 series 1098902
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Explore practical retirement planning strategies and gain clarity on key financial decisions in this engaging episode of the Retire Sooner Podcast. Wes Moss and Christa DiBiase discuss common questions and considerations for savers and soon-to-be retirees, providing perspectives on investment options and long-term planning frameworks.
• Discover how a focused 30-minute financial conversation between spouses about income, assets, and liabilities can reduce uncertainty and help families feel more organized and informed in their money matters.
• Understand why nearly half of Americans do not have a written financial plan and what this may indicate for retirement preparedness.
• Clarify retirement account protections within TSPs, along with rules for required minimum distributions (RMDs) and available investment options after age 73.
• Examine UTMA and UGMA accounts for minors, including potential tax implications, gifting considerations, and impact on financial aid eligibility.
• Consider when a financial planner may be appropriate, approaches to managing planning-related FOMO, and the features of advisory services offered by various firms.
• Explore the 0.01% Rule of thumb and how it may guide thinking about saving versus spending without implying specific outcomes.
• Review historically effective withdrawal rates, including whether a paid-off home could influence planning assumptions and evolving perspectives on the 4% rule of thumb.
• Assess strategies such as “buy, borrow, die”, including potential tax considerations, leverage, and portfolio risk factors.
• Compare keeping assets in a TSP for Roth conversions versus transferring them to another custodian, considering fees and investment options.
Gain perspective and knowledge to help support thoughtful retirement planning decisions—listen now to the Retire Sooner Podcast.
Learn more about your ad choices. Visit megaphone.fm/adchoices
432 episodes
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Similar to Retire Sooner with Wes Moss
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
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.
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
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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continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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