Retirement nyilvános
[search 0]
Több

Download the App!

show episodes
 
R
Retirement Answer Man

1
Retirement Answer Man

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

Unsubscribe
Unsubscribe
Heti
 
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 ...
 
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 ...
 
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.
 
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 ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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.
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
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.
 
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 ...
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
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 ...
 
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
R
Retirement Plan Playbook

1
Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

Unsubscribe
Unsubscribe
Havi
 
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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. Through Retirement Planning education, resources, an ...
 
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
 
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.
 
Are you getting close to retirement and wondering what comes next? Or maybe you’ve found yourself retired and you weren’t really ready for it? You’re not alone … many people have no idea what retirement is going to bring. And the internet is full of financial advice for retirement, but there's not much about what really goes on after retirement. We all know that life doesn’t end at retirement – there’s potentially two or three more decades that we’re going to have to live through. So, the bi ...
 
Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement.
 
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.
 
Loading …
show series
 
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the Health segment, I discuss considering adding chiropractic care to your lifestyle. It could be a great way to prevent injury, and also help you recover. (starting at 1:45) In the Wealth segment, I think the 4% rule is stupid, and I've got the math…
 
Dr. Jordan Grumet brings a unique perspective to the topics of early retirement and a second act career. He has seen first hand the regrets of patients facing the end of their lives. His new book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life will inspire you to step back, reflect …
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for I Bonds Special 2022. Summary: The interest rate for US Series I Savings Bonds will reset in November 2022 In this episode, Jeremy Keil talks about I Bonds. He discusses when the current interest rate will reset, when it …
 
In today's show we are joined by Benjamin Brandt for a discussion about the 4% rule (and how it goes against human nature), using a dynamic spending approach, and building a retirement budget that actually works. Connect with Benjamin Brandt on his website at https://retirementstartstodayradio.com/ and sign up for his newsletter at https://retireme…
 
This week Matt Deaton discusses the importance of getting a second opinion and why some adults feel like it's wrong to ask for help. Also, more adults believe in UFO's than they do a Financial Advisor. What makes wealth management intimidating to some pre-retirees? For more information on Acute Wealth Advisors or to schedule a complimentary consult…
 
Envisioning what your retirement will look like can often be a challenge, so it may be helpful to hear some examples of people in similar situations. In this week’s retirement headlines segment, we’ll explore a WSJ article from Veronica Dagher and Anne Tergesen that interviews 4 retirees who saved enough for a comfortable retirement. Listen in to h…
 
In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state of the market. Podcast Episodes Referenced: - Episode 54: Hiring the Right Financial Advisor - Episode 89: Active vs Passive Investing YouTube Videos …
 
Joining Steven on the show today is a fellow CPA, Ben Dorsey, who specializes in helping businesses with tax credits. With years of experience in tax compliance, Ben sheds light on how to best approach the Employee Retention Credit, how it differs from the PPP loans, and how to take full advantage of it if you qualify. Listen in as Steven and Ben e…
 
How much will your expenses be in retirement?With soaring inflation…Increasing longevity rates…The potential of higher future taxes…And the skyrocketing cost of healthcare and long-term care…Your expenses could be a lot higher than you realize!Discover 5 overlooked or underestimated expenses in retirement…on Retirement Solutions Radio Show.Air Date…
 
There's a lot of fear about the impact interest rates and rising inventory are going to make on the real estate space. However, if you're really looking to scale your portfolio, you need to be continuously investing your money. Time will help you continue to improve your position and make you truly wealthy. So where should you be investing your mon…
 
For years the 60-40 rule was applied to stock portfolios for income, with a mix of 50% stocks and 40% bonds. But in this environment with stocks in bear market territory and bonds falling as interest rates rise, neither one is providing the performance necessary for retirement income. Today Alan and Troy look at how this happened, and make suggesti…
 
Episode 387: A sell tripwire caused me to sell 30% of my portfolio. Here are two charts to explain why.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------John Pugliano által
 
Like anything in life, taxes are just one piece of the puzzle. So today, Ben and Steven will be talking about some things that are not directly tax related, tackling the topic of gifting to family and some of the numbers involved, as well as tax rules that may come into play. You will get a solid framework to help handle the logistics so you’re pre…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, COLAs, PIAs, annuities, and fun spending. (7:30) A listener asks about the restricted application strategy for Social Security and how it’s monitored/regulated. (16:30) George from Ohio looks for clarification on his spouses Social Security benefit and cost of living…
 
The current rate of inflation in the US is 8.2 percent, slightly lower than last month but a far cry from the 1.3 percent in August of 2020. We’ve put together some strategies to help you navigate the highest inflation in 40 years while in retirement. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide t…
 
A staggering question retirees ask is what they can do to leave behind impactful inheritance for family members. And this week Dave Hall interviews Robert Farrington, The College Investor, to provide an answer: 529 Plans. Dave and Robert cover the benefits and limits of 529 Plans as means to help cover higher education costs for loved ones. As acco…
 
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmy…
 
Things are changing very quickly in the stock market. So what can you do to enhance your portfolio’s performance in such an unpredictable time? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recent news about housing market interest rates, the consumer price index, and the longer than average downturned stock market.…
 
Determining the “right amount” of risk in your retirement can be challenging. This episode explores this topic from a variety of different angles with an emphasis on the differences between risk when saving for retirement versus risk when living in retirement. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize…
 
Whether you are nearing retirement or wanting to buy a new car, taxes are often a big part of the conversation. Thinking through how and when to withdraw from your investments strategically can make all the difference in what taxes you pay afterwards. Today we’ll answer a question that came in about which accounts were best to take withdrawals from…
 
We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just…
 
When it comes to the media, sensational headlines sell, but they might cause you to panic with your finances. Are the angst and fear around the markets or interest rates logical or a little overdramatic? We talk about how to know if the advice and information is a helpful resource to follow. Timestamps: Don’t make knee-jerk reactions to short-term …
 
Part 1 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgage Links in this episode: Replay of the original video with Josh - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
We'll explore the various risks in retirement and discuss which ones are worth taking, especially as you approach and live through retirement. Do your risks change as you get older? Is there a way to insure your retirement like you do your house, car, and life? Don't you think it's time to ask the right questions and get honest answers? Join me eac…
 
Many people choose to save money for their kids and grandkids in a 529 account, but one listener wonders if there is a better way to give. Learn the answer to this question and more on this episode of the Retirement Answer Man show. Make sure to stick around until the end to hear the Coach’s Corner segment with Kevin Lyles. Kevin and I discuss grow…
 
With stock and bond markets down double-digits year-to-date, and inflation at 40-year highs, is it a bad time to retire? Should I delay retirement and continue working another year or two? Should I wait until my accounts rebound? Should I return to work or work part-time? That's our topic on this episode of The Atomic Retirement podcast! Resources …
 
Hello and welcome to this week’s episode, where I am excited to be joined by Dr Ben Webb. Ben is a neuroscientist, psychology lecturer, speaker and author specialising in how the brain works. Ben has spent 20 years researching how the brain works – so he knows his stuff - and now shares this knowledge via his podcast and courses to help us deepen o…
 
In the 1970s, when Paul Volcker was cranking up interest rates to kill off inflation, he could do that because the size of the federal debt was only about 30% of the GDP at the time. Today, the federal debt is about 130% of GDP. No matter what Jerome Powell’s intentions are, even if he has the same fortitude as Volcker had in fighting inflation, he…
 
In this episode of Retirement Unlimited, Randy dives into “How Much More Will You Spend in Retirement Than Expected? My Rule is $400 a Month” in the Retirement Update. Next, Randy reviews “Do Solar Panels Increase a Home’s Value” in Tactical Asset Management. Enjoy!Randy Barkley által
 
Have you ever wondered about the cost of taxes you will pay in your retirement? Will they be more or less than what you are paying today? The short answer is — unfortunately, more. For nearly all of us, taxes will be higher in retirement than they are today. Many people will unknowingly pay thousands of dollars in additional taxes that are hidden t…
 
Rather than trying to predict the future, wouldn’t it be great if there was a way to draw information about expected returns from the market itself? Luckily there is. Through scientific and evidence-based investing, you can take a less subjective and more systematic approach to investing. In this episode, Christian Newton, Vice President of Dimensi…
 
Welcome back to Powering Your Retirement Radio. This week we are talking about the four different Tax buckets to everyone has access to. Ordinary Income Bucket This bucket is your paycheck, regular taxable investments, rental income, and Social Security. It is money you are earning that is taxed at ordinary income rates. Income tax rates are somewh…
 
Retirement brings unique challenges that you may not experience during your working years. Advisors that work with retirees or those close to retirement should understand this and adjust their practices accordingly. In this episode, Joe Allaria is joined by 30-year industry veteran, Scott Carson, as the two discuss five things a retirement-focused …
 
The current yield on a one-year U.S.Treasury bond is 4%. But the yield on a ten-year Treasury bond is only…3.5%. Why is this? What does it mean for retirement savers? And how should investors respond? That’s what I’m tackling today on the show! *** ✏️ Grab the Episode Show Notes 📬 Subscribe to the Stay Wealthy Newsletter! 📊 Get Your FREE Retirement…
 
Federal retirement expert, Chris Kowalik, discusses how playing both offense and defense can help federal employees to retire ready. OFFENSE: Increasing the money you have to live the retirement you want DEFENSE: Protecting that money from others who want to take it from you BIG QUESTION: Are you playing to win, or are you playing to not lose?…
 
The #1 question people have as they prepare for retirement is "Have I saved enough?" In this podcast episode Jason discusses his new book and explains how you can remove the guesswork so that you can enjoy a Sound Retirement. Jason's new book is now available exclusively on Amazon and for a limited time you can purchase the book at a very low intro…
 
Today on The Retirement Café, we are going to discuss how retirement planning is like many things in life. As the famous author Robert Burns once said, “The best laid schemes of mice and men go oft awry," and that statement couldn’t be truer when it comes to a retirement income plan. Contact: https://www.averywealth.com/ 517-783-1695…
 
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the…
 
When it comes to planning for retirement, the decisions you make today determine your destiny tomorrow. And no matter what stage of life you’re at, making a plan now will ensure that you can retire with maximum freedom, security, and enjoyment. If you wait any longer, your time and money are on the line. In this webinar, we answer the most common q…
 
As inflation soars, more and more people are dipping into their savings–or going into debt–to make ends meet. While it may not be an emergency (yet!), it may be time to take a step back and assess your situation. With that in mind, today’s episode is all about how to make sure that your money lasts. We’re talking about why it’s so easy to accidenta…
 
Loading …

Gyors referencia kézikönyv

Google login Twitter login Classic login