Financially Fit Radio
511 episodes - English - Latest episode: about 6 hours ago - ★★★★★ - 2 ratingsSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Secrets for a Happy Retirement: Financial Tips, Health, and Fulfillment
July 14, 2024 05:00 - 34.3 MBDive into the recipe for a fulfilling retirement! We explore financial strategies, health habits for longevity, and tips to design a retirement that fuels your passions and keeps you engaged. Join us as we unlock the secrets to a happy and secure future.
Top IRA Pitfalls to Avoid
July 07, 2024 05:00 - 34.3 MBAre you thinking about setting up an IRA, but worried about making costly mistakes? In this episode, we'll discuss common IRA pitfalls and how to avoid them, so you can make the most of your retirement savings. We'll cover contribution limits, withdrawal rules, and even how to choose the right type of IRA for your needs. Tune in and learn how to navigate the world of IRAs with confidence!
Critical Retirement Pitfalls to Avoid for Financial Security
June 30, 2024 05:00 - 34.3 MBDreaming of a stress-free retirement? This episode dives into critical pitfalls that can derail your financial security. We'll explore common mistakes and provide actionable tips to help you chart a course for a comfortable and confident future.
Retirement Withdrawal Strategies: Securing Your Financial Future
June 23, 2024 05:00 - 34.3 MBIn this episode we dive into retirement withdrawal strategies. We'll explore popular methods like the 4% rule and the bucket system, and discuss how to choose the right approach to secure your nest egg and enjoy a worry-free retirement.
Benefits of Hiring a Financial Advisor: Maximize Your Wealth and Secure Your Future
June 16, 2024 05:00 - 34.3 MBFeeling overwhelmed by your finances? In this episode, we explore the benefits of hiring a financial advisor. Learn how a professional can help you craft a personalized plan, make smart investments, and achieve your financial goals with confidence. Tune in and discover how a financial advisor can maximize your wealth and secure your future.
Turning 65: Your Complete Guide to Retirement Readiness and Financial Well-being
June 09, 2024 05:00 - 34.3 MBIn this episode, we delve into the essential steps for securing your financial future as you approach retirement. We break down critical strategies for maximizing your savings, understanding Social Security benefits, and planning for healthcare costs. Join us for practical advice and insights to ensure a smooth transition into your golden years.
Benefits of Working with a Fiduciary
June 02, 2024 05:00 - 34.3 MBIn this episode we explore the world of fiduciary advisors. We'll break down what it means to work with a fiduciary and why it matters, and uncover the benefits of having someone legally obligated to put your financial needs first.
Essential Steps for Executors: Managing an Estate Efficiently
May 26, 2024 05:00 - 34.3 MBIn this episode we tackle the often complex role of an executor. We'll walk you through the essential steps of managing an estate efficiently, from gathering important documents to distributing assets to beneficiaries. Join us for expert advice to ensure a smooth and organized process during a difficult time.
How to Plan for Your Top Expenses in Retirement - Essential Tips for Financial Security
May 19, 2024 05:00 - 34.3 MBWorried about healthcare, housing, and travel costs in retirement? This episode unpacks how to plan for your biggest retirement expenses. We'll share essential tips to ensure your nest egg lasts and you can live the golden years you deserve. Tune in and gain the financial confidence to approach retirement with peace of mind.
Closing the Retirement Savings Gap: Strategies for a Secure Financial Future
May 12, 2024 05:00 - 34.3 MBWorried you won't have enough saved for retirement? This episode looks at the retirement savings gap and equips you with actionable strategies to bridge it, helping you build a secure and comfortable financial future. Tune in and learn how to take control of your retirement savings today!
Balancing Risk and Reward in Investments: Strategies for Success
May 05, 2024 05:00 - 34.3 MBIn this episode we explore the age-old question in investing: how much risk is too much? We'll unpack strategies for balancing risk and reward to create a successful investment plan tailored to your unique goals and risk tolerance.
Ready to Retire? Follow These Essential Steps for a Smooth Transition
April 28, 2024 05:00 - 34.3 MBIn this episode, we'll guide you through the essential steps for a smooth transition into retirement. We'll cover everything from calculating your retirement needs to making the most of your social security benefits, helping you face your golden years with financial confidence. Don't miss out on these practical tips to ensure a secure and fulfilling retirement!
Financial Freedom After 50 - Tips to Maximize Savings and Ensure a Secure Retirement
April 21, 2024 05:00 - 34.3 MBIn this episode we dive deep into strategies to boost your retirement savings. Learn how to take advantage of employer contributions, explore different retirement accounts, and discover how to invest wisely for a secure and comfortable future.
Planning Your Retirement Budget: Key Expenses You Can't Ignore
April 14, 2024 05:00 - 34.3 MBDreaming of retirement? This episode is your wake-up call! We'll bust open the piggy bank and explore essential, often overlooked expenses you need to factor into your golden years' budget. From healthcare surprises to hidden housing costs, get ready to plan for a secure and happy retirement.
Navigating the Financial Future: Trends and Strategies for 2024
April 07, 2024 05:00 - 34.3 MBIn this episode we dive into the top financial trends you need to know for 2024. We discuss strategies to combat inflation's impact on retirement savings, and unpack the merging worlds of wealth management and retirement planning.
Achieving Retirement Success – Crucial Factors for Financial Security
March 31, 2024 05:00 - 34.3 MBIn this episode we dive deep into the world of retirement planning. Join us as we explore the crucial factors that can make or break your financial security in your golden years, and learn how to craft a strategy that sets you up for a comfortable and fulfilling retirement.
Essential Tips for Transferring Wealth to Your Children
March 24, 2024 05:00 - 34.3 MBBuilding a legacy is great, but leaving it to your kids can be tricky. This episode dives into smart strategies for wealth transfer, from trusts and tax planning to fostering financial responsibility in your children. Tune in and learn how to ensure your legacy strengthens, not burdens, the next generation.
Maximizing Your Retirement with Life Insurance: Essential Strategies & Benefits Explained
March 17, 2024 05:00 - 34.3 MBWondering how life insurance can fit into your retirement plan? This episode dives into using life insurance strategically, exploring benefits like tax advantages, income supplements, and legacy building. We'll break down essential strategies to maximize your retirement security with clear explanations.
Maximizing Retirement Wealth - Strategies and Benefits of Roth IRA's
March 10, 2024 06:00 - 34.3 MBWorried about building a nest egg or taxes in retirement? In this episode we dive deep into Roth IRAs. We'll explore strategies to boost your contributions and uncover the tax benefits that can help supercharge your retirement savings.
Managing Inflation's Impact on Retirement | Essential Tips for Financial Security
March 03, 2024 06:00 - 34.3 MBIn this episode we talk about inflation and what it means to your retirement accounts and also talk about key tips to help achieve financial security.
Estate Planning Essentials: A Comprehensive Guide to Secure Your Legacy
February 25, 2024 06:00 - 34.3 MBIn this episode we discuss estate planning essentials. This will help preserve family harmony and help provide you with a comprehensive guide to secure your legacy.
Understanding the Pros and Cons of Annuities
February 18, 2024 06:00 - 34.3 MBThis episode dives deep into the world of annuities, exploring their potential to provide income in retirement. We'll weigh the benefits, like tax-deferred growth and customization, against possible drawbacks like liquidity. Tune in to learn if an annuity is right for you and unlock the key to a secure financial future.
Why You Need to Have a Financial Plan Now
February 11, 2024 06:00 - 34.4 MBWe talk about why a personalized roadmap is crucial, regardless of your age or income. Plus, expert tips on building your plan, navigating market volatility, and securing your financial future, even in uncertain times. Tune in and take control of your money!
Tax and Saving Changes for 2024
February 04, 2024 06:00 - 34.3 MBNavigating tax and saving changes can be tricky. Tune in for a clear breakdown of key updates for 2024, impacting your IRA contributions, retirement income, and potential tax savings. Don't miss this essential episode to optimize your financial planning for the year ahead!
Mistakes in Retirement Planning
January 28, 2024 06:00 - 34.3 MBIn this episode, we uncover the common blunders people make as they approach retirement, and show you how to navigate them like a seasoned pro. From underestimating expenses to mismanaging investments, we'll have you equipped to make informed decisions and secure a happy, fulfilling retirement.
Withdrawal Strategies for Retirement Accounts
January 21, 2024 06:00 - 34.3 MBWhether you're nearing retirement or already soaking up the sunshine, this episode unpacks smart withdrawal strategies for your golden years. Tune in for pre-retiree planning tips and savvy hacks for maximizing your nest egg as a retiree. Let's make sure your retirement income sings, not sputters!
Avoiding Social Security Mistakes
January 14, 2024 06:00 - 34.3 MBUnravel the web of Social Security confusion! Ditch the myths, understand the math, and maximize your benefits on "Avoiding Social Security Mistakes.
Managing Risk in the New Year
January 07, 2024 06:00 - 34.3 MBIn this episode we talk about how to properly allocate your assets and retirement savings for the year ahead.
The 4 Stages of Retirement
December 31, 2023 06:00 - 34.3 MBThinking about retirement? This episode unpacks the 4 distinct phases you'll face: pre-retirement, early retirement, middle retirement, and late retirement. ️ Tune in for insights and tips to navigate each one with grace and fulfillment!
Financial Milestones for Retirement
December 24, 2023 06:00 - 34.3 MBThere are a number of key financial milestones on the path to, and in, retirement. In this episode we go over each one and what you need to know to plan for a successful retirement.
Economic Factors and Changes in 2024
December 17, 2023 06:00 - 34.3 MBWe look at where we are at financially as we head into a new year, and we talk about what's changing in 2024 that might affect your retirement savings.
Holiday Financial Tips
December 10, 2023 06:00 - 34.3 MBIt's that time of year! The holidays are here and we've got some great financial tips for you.
Filling Your Income Gap During Retirement
December 03, 2023 06:00 - 34.3 MBWhen planning for retirement you need to be aware of the income gap that is left after social security. We talk about strategies you can use to help make sure you are able to fill that gap and make your money last throughout your retirement.
How to Build Reliable Income in Retirement
November 26, 2023 06:00 - 34.3 MBHow to know where to pull money from in retirement, how much per month or year, and how to make it last are all things we talk about in this episode.
Social Security Changes for 2024
November 19, 2023 06:00 - 34.3 MBIn this show we talk about the cost of living adjustment to Social Security, how to maximize Social Security, and what can lower you Social Security check as well.
Is An Annuity Right for You?
November 12, 2023 06:00 - 34.3 MBWe dive into what annuities are and how to know if they can work for your financial and retirement plans.
Year-End Financial Check List
November 05, 2023 05:00 - 34.3 MBIn this episode we discuss what you need to do before the end of the year to help save money and minimize your tax burden.
Advantages of Managed Portfolios
October 29, 2023 05:00 - 34.3 MBWhat is a "managed" portfolio and why is it important to you? In this episode we talk about the answers to those questions as well as helpful financial strategies.
What is a Financial Plan?
October 22, 2023 05:00 - 34.3 MBIn this episode we discuss what it means to have a financial plan and it's key elements.
Impact of Inflation on SS Benefits
October 15, 2023 05:00 - 34.3 MBCan inflation affect your Social Security benefits? What is the impact? We talk about these and other important questions regarding inflation and Social Security in this episode.
Important Steps to Take as You Near Retirement
October 08, 2023 05:00 - 34.3 MBIn this episode we go over what you need to know and do as you near retirement.
How to Become More Efficient with Your Investments
October 01, 2023 05:00 - 34.3 MBIn this episode we talk about various ways to become a better investor and avoid costly mistakes.
The Importance of Saving
September 24, 2023 05:00 - 34.3 MBThe power of saving and compounding interest can make a huge difference in your life, especially in your retirement years. We talk about ways to save and why it's important.
What is the FIRE movement?
September 17, 2023 05:00 - 34.3 MBFIRE is a movement to retire early. Some people are using it to retire very early. But does it work? On today's show we look at the pro's and cons and what you need to be aware of before deciding if it's for you.
Estate Planning Mistakes
September 10, 2023 05:00 - 34.3 MBIn this episode we talk about the importance of estate and legacy planning and the costly mistakes to avoid.
The Importance of Reviewing Your Financial Situation
September 03, 2023 05:00 - 34.4 MBWhen you put your finances on auto-pilot you could be making costly mistakes. In this episode we talk about the importance of regular financial reviews.
Maximizing Social Security Benefits
August 27, 2023 05:00 - 34.3 MBThere are many filing strategies for Social Security and making the wrong decision for you personal situation can be costly. Make sure you have a strategy in place before you file, that best fits your needs. We talk about what you need to know during this episode.
Are Robo Advisors Right for You?
August 20, 2023 05:00 - 34.3 MBWith the increasing popularity and development of AI, many people are questioning using robo-advisors, AI, and computer algorithms to plan their finances. We talk about the problems with this and whether or not it may be right for you.
Benefits of Having Your Investments Professionally Managed
August 13, 2023 05:00 - 34.3 MBIn this episode we look at what it means to have your investments professionally and actively managed.
Questions to Consider Before Investing
August 06, 2023 05:00 - 34.3 MBBefore you make or move investments there a number of critical questions you need to ask and answer. We talk about these and what you need to know to help avoid costly mistakes.