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Retirement Answer Man
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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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A podcast for everyone who wants to know how to make the most out of retirement. From planning and managing finances to health and fitness in our advancing years, this series of Podcasts has it covered. Experts from many fields and those who already enjoy a successful retirement, offer their advice and talk about their personal experiences to help you make informed decisions about your retirement years.
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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 info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, th ...
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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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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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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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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with ...
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The Remote Work Retirement show helps semi-retirees, working retirees, and people leaving the traditional workforce, bridge the gap between their working years and retirement. Remote work is a solution to help folks get the income they need to enjoy a flexible lifestyle and have peace of mind that they won't run out of money.
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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A top retirement podcast and longevity planning podcast. Dr. Dorian Mintzer, M.S.W., Ph.D., Board Certified Coach, and Certified Professional Retirement Coach guides you on how to revolutionize all aspects of your retirement transition. This podcast will teach you how to retire with joy and confidence, ready to live the fullest in the second half of your life. In this podcast, Dr. Mintzer interviews a wide variety of experts in various areas of retirement and longevity planning, spanning the ...
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and factors that come into play w…
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In this episode Ben and Steven have a less technical discussion and instead focus on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a plan and our ability to really consider changes we may need to make. Ben and Steven also talk about a recent live webinar they did …
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Making the most of the last month of 2023 is ESSENTIAL to the success of your retirement! In this episode, Dave Hall, delves into eight essential year-end planning strategies to help you ensure that your retirement is on-track and optimized for success. From reviewing and updating your retirement plan to maximizing contributions and managing tax im…
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In this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024. Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.…
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What If You Build the Habits You Want Next Year? Join our 3 week Habits group program and get 2024 off to a great start! Learn More | Register Here _________________________ Planning for your retirement? You’ll be crafting a new story – the story of your future. Jeanne Lambin shares how storytelling and improv can help you bring imagination to plan…
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To watch this episode on YouTube visit: https://www.youtube.com/watch?v=lRF4rhdNtRY In this episode Chris Hammond discusses the main types of annuities on the market today. And how to understand which one could be the best one for you. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadee…
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Navigating the Medicare world is confusing and challenging. As a result, many retirees make Medicare decisions without clearly understanding the long-term implications. Long-term implications that, in worst-case scenarios, can put a retirement plan in jeopardy. To help you avoid making costly Medicare mistakes, I'm sharing three (3) big pitfalls to…
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Taxes are a major part of your life, especially your life in retirement. Having a good understanding of how you can prepare may save you in the long-run. Discussing your options with a financial advisor can help point you in the right direction. A big part of the conversation will be about deciding how to best save in a 401(k) or a Roth 401(k). But…
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We’re back to continue our conversation on retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with these employees and is here to share valuable insights and strategies to help you make the most out of your benefits in this two-part episode. This week, we’re going to take a look at Cardinal Wealth's Financial P…
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We look at what people talk about when they talk about risk. We explore the different facets of risk associated with stock market investments. Joe breaks down the nuances of systematic and unsystematic risks, unraveling the uncertainty that often accompanies market fluctuations. With insights into diversification strategies and the importance of un…
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Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From finding the right balance in your cash reserves to consolidating old 401Ks, we're unpacking those seemingly small steps that can bring about big, positive ripples in y…
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Episode 435: The Santa Claus rally is a seasonal phenomenon mostly driven by tax policy. Like New Year’s resolutions, it usually quickly fades…leading to the 2nd Quarter phenomenon known as “sell in May and go away”. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…
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Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner. The post Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® által
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Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Save $100K+ in Taxes Over Your Lifetime. Summary: [165] – Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? In this episode, Jeremy Keil brings on Mike Jesowshek, CPA, Host of S…
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Cortburg Speaks Retirement - Episode #164: Women and Philanthropy: A Guide to Giving / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgo…
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Will the outcome of the next presidential election have an impact on your investment strategy? Should it? Will you be making changes to your investments depending on who is elected? Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNE…
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As the AI Skillet winds down, Camille tells you more about what participants have done in the program and what it will look like in the future. Click here to learn more about The A.I. Skillet (skills program) If you want to learn more about how to leverage your digital products or service visit: www.camilleattell.com/remoteworkschool You can also t…
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Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael. In this episode, I’ll go into further detail about how to do that. Stay tuned for the answer to Michael’s question and many others as well as a chat with Kevin Lyles on how to ease into retirement in the Bring It On segment.…
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The end of 2023 is upon us... Crazy! But this is the time of year to make sure you have completed any tax planning that needs to be done. This includes things like: Roth conversions Tax-loss harvesting Tax-gain harvesting Retirement plan contributions Charitable giving Tune in to this week's episode to gain new insights on the importance of these y…
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When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is not merely about leaving a career; it's about embarking on a new chapter filled with purpose and fulfillment. Joe Kuhn, a seasoned retiree and creator of the "Joe Kuhn Loves Retirement" YouTube channel…
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Today we're bringing back one of our most downloaded episodes: The Three Reasons for Roth Conversions. We released this back in May of 2023 and it’s already shot up to be one of the most listened-to episodes we’ve ever recorded. That’s really no surprise because Roth conversions have become a hot topic, and for good reason too. After paying taxes f…
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Damon Roberts and Matt Deaton explain that getting a plan started now, regardless of where you stand in your income and savings, is the best thing for someone serious about retirement. Plus, Matt details exactly what to expect in the first appointment. For more information or to schedule a consultation call 480-680-6868 or visit www.ssuccessinthene…
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In an era where we're living longer, families are far away, and we want to stay independent, self-help programs like the Caring Collaborative fill a gaping hole, whether you live in the suburbs or a city. The Transition Network's Caring Collaborative program channels the goodwill of our community into practical help with health issues. Grocery shop…
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Steven is joined in this episode by the one and only Michael Kitces to talk about the progression of tax planning in a financial advisor's practice and how the industry as a whole is shifting to better incorporate taxes. They both share their perspective on how Advisors can make sure they are delivering true value and not just beating their clients…
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Rae Dawson discuss the basics of CCRC around cost, the waitlist, deciding a CCRC and the right age to move to a CCRC. Rae is a CCRC expert and spent her original career primarily managing people and projects in high-tech in Silicon Valley for many years before gaining an int…
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We are spending some extra time off from the podcast over this holiday season to spend time with family. I hope you're using this opportunity to spend some time with family as well. I've gone through my favorite episodes of 2023 to bring you some fantastic rebroadcasts. So here's one and I hope you enjoy it! The Puzzling Gap Between How Old You Are…
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Alan discusses a trick banks use by not raising your account's interest rates when they go up. But if you ask them about it, they could get better rates for your account. Later he and Troy visit the challenges women have when putting plans together for their own retirement without a partner.Alan Mercurio által
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"As I lie idly drifting on Walden Pond I cease to think and begin to be". When does that happen? Trouble is; we wake up. We look at the front page of the paper, we talk to our kids or our grandchildren, we know that even though our days might be numbered for people we care about, life goes on.Del Lowery által
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You may not realize it …But filing for social security could be one of the most important financial decisions in your life.Because the difference between your best and worst case scenarios…Could literally be hundreds of thousands of dollars in lifetime income.Learn 5 common misconceptions about filing for social security…that could cost you a fortu…
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I was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of section 1 of Chapter 8 (Safe Money Part III: The KEY to Peace of Mind). How does a Guaranteed Lifetime Income plan actually work? Can it provide income for both spouses as long as either lives? What…
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We’ve been getting a lot of questions about what’s going on with the economy… Many people are wondering if we’re headed for a recession—and what they can do to prepare if we are. The good news is that even if we face economic uncertainty, it won’t be anything new… In this episode, we cover what past economic crises can teach us about how to weather…
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As the year comes to a close, we thought it would be a good idea to revisit a previous two-part episode on financial resolutions. This series was recorded a couple of years ago, but the show still has some great tips that can help you start your year off right. Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https…
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Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about …
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For the second time in 2023, Anchor Capital CEO and Portfolio Manager Garrett Waters is joining Dean Barber on The Guided Retirement Show. Earlier this year, Garrett and Dean discussed investment risk for 2023. Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk …
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(Replay) Inflation went from “transient” to, “it's good for you” to, “we've got to do something before we have a revolution on our hands”. But (the Fed) they're kind of trapped now because they can't keep raising (interest rates) because we're seeing what's happening to the debt and the bond markets. They can't raise and they can't lower and they c…
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Today we're gonna take a quick detour. Well, a not-so-quick detour, actually. If you haven't heard it, you need to hear the speech Bari Weiss gave at the Federalist Society recently. If you don't wanna hear my semi-literate, stammering preamble, you can skip ahead to around 11:30. Her speech, titled "You Are the Last Line of Defense" is the most im…
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Reaching $1,000,000 in savings is a real milestone. But is it enough, on it's own, to last for your full retirement? The Kingsguard Capital J-Team explains why relying on savings alone could let you down. In this episode of Retirement Wars!, Jessica and Joseph Cervinka also outline strategies for stretching and protecting your retirement dollars.…
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Most people would agree that the road to retirement is a long journey. On this episode, we explore this journey utilizing the analogy of mountain climbing. Professional mountain climbers understand climbing the mountain is a challenge but coming down the mountain can be even more challenging. We hope you find insights in our discussion. Glenn is av…
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What are the three most important things a DC plan sponsor should be laser-focused on? Process, process, process. We dig into the latest investment consulting trends and best practices for putting together a retirement portfolio that’s user-friendly and cost-effective for participants — and the structures you need to have in place with your plan. T…
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Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Here’s some of what we discuss in this episode: What can go wrong when you withdraw money from your IRA early. Don’t le…
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Some financial questions are obvious and popular, while others are more hidden. Today, we dig through some of the more overlooked yet equally important questions to ask when going over your retirement plan. From savings that later turn into your largest expense, are you watching these financial elements closely? Do you know how much you can safely …
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Before we reach the end of the year, what financial goals can you easily cross off your list? As a continuation of this two-part series, we discuss five more easy wins you can make when it comes to your financial life. If you didn’t hear part one, go back and listen to hear what other simple financial steps you can take. Here’s some of what we disc…
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In this episode Sports Medicine Doctor, Dinesh Sirisena, talks about a potentially debilitating affliction that affects millions of retired and elderly people. Is it only an affliction for elderly, where in the body can it strike? Can we avoid arthritis in the first place? If we cannot, what can we do, short of surgery, to mitigate the symptoms and…
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In a rapidly evolving world where industries transform at an unprecedented pace, "Adapting and Thriving" serves as the ultimate handbook for navigating the dynamic landscape of the modern economy. This comprehensive guide, comprising ten in-depth chapters, explores the indispensable concept of skill diversification and its pivotal role in shaping s…
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