Latest Irem Podcast Episodes

RetireMentorship artwork

Rolling Returns

RetireMentorship - May 30, 2024 09:00 - 14 minutes ★★★★★ - 7 ratings
Episode 168 | Rolling Returns See more at https://RetireMentorship.com/168 Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outp...

Your Life Your Wealth artwork

Buckets Of Money for Your Retirement # 445

Your Life Your Wealth - May 30, 2024 07:47 - 24 minutes ★★★★★ - 27 ratings
When planning for your retirement, having money set aside for short, intermediate and long-term purposes can be a viable approach to securing your future. This process is sometimes called the “bucket approach.” Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED...

Healthy, Wealthy, & Wise Retirement Podcast artwork

Wealth Enhancement Group- with Jim Sandager (Ep. 72)

Healthy, Wealthy, & Wise Retirement Podcast - May 30, 2024 07:00 - 46 minutes ★★★★★ - 10 ratings
For part II of my conversation with Jim Sandager, we talk about Jim's journey within the financial planning industry, and highlight his firm called Wealth Enhancement Group.  Enjoy the conversation, and don't hesitate to reach out if you have any additional questions for Jim. *this episode w...

MoneyWatch with Jill Schlesinger artwork

Can We Afford a Vacation Home?

MoneyWatch with Jill Schlesinger - May 30, 2024 04:00 - 16 minutes ★★★★★ - 235 ratings
We are thinking about buying a second home but I am not sure we have enough money saved. Can we pull it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19...

Radical Personal Finance artwork

1022: Prepare for Sudden Death

Radical Personal Finance - May 29, 2024 22:53 - 50 minutes ★★★★ - 1.8K ratings
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-co...

Your Money Your Retirement Podcast artwork

Questions You Should Be Asked

Your Money Your Retirement Podcast - May 29, 2024 22:12 - 6 minutes ★★★★★ - 3 ratings
Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future?  If not… why not?

HERO'S Talk Radio by Freedom Financial Radio Network artwork

06/01/24 – HERO’S Talk Radio

HERO'S Talk Radio by Freedom Financial Radio Network - May 29, 2024 22:07 - ★★★★★ - 2 ratings
HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-...

The Safe Money Retirement Show artwork

4 BIG uncomfortable questions to ask about your retirement

The Safe Money Retirement Show - May 29, 2024 21:00 - 11 minutes ★★★ - 2 ratings
In this week's episode, we'll explore some uncomfortable questions about retirement. What could happen to make your current plan ineffective? How will your later years in retirement look? What do you want to happen to your money when you're gone? Would you prefer a set income that will cover you...

Through The Pines artwork

Financial Risk Management - Through The Pines Ep. 58

Through The Pines - May 29, 2024 21:00 - 38 minutes ★★★★★ - 29 ratings
Financial risk management - what it means, and what you can do about it.   What is Financial Risk Management? Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, ...

Talking Real Money - Investing Talk artwork

More Investing Mistakes

Talking Real Money - Investing Talk - May 29, 2024 20:39 - 44 minutes ★★★★★ - 113 ratings
In this episode, recorded on Saturday May 22: 0:04 Pre-Memorial Day Weekend Banter 4:00 Focus on Investing Mistakes with Christine Benz 4:54 Portfolio Building and Managing Mistakes 18:30 Being Patient vs. Hands-Off Investing 34:40 Discussing American Funds and Expense Ratios Learn more abo...

The Ramsey Show Highlights  artwork

Family Is Expecting Us To Pay for Their Vacation

The Ramsey Show Highlights - May 29, 2024 20:00 - 10 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

Plan Your Federal Retirement Podcast artwork

Moving TSP Money to G Fund - Here is What You Need To Know

Plan Your Federal Retirement Podcast - May 29, 2024 11:00 - 7 minutes
I am 8 years from retirement and currently invested 100% in the C fund. When should I start moving money to the G fund and should it be based on a percentage of my current balance, or should I base it on how many years of withdrawals I want to protect once fully retired i.e. 8-10 years. -  Paul ...

Preparing For Tomorrow podcast artwork

Pension Protection Act - create tax-free LTC income using taxable gains on non-qualified annuities

Preparing For Tomorrow podcast - May 29, 2024 10:28 - 13 minutes ★★★★★ - 7 ratings
This week, Diane shares how the PensionProtection Act passed in 2010 makes it possible to 1035 exchange non-qualified annuities into various LTC plans that generate tax-free income for extended care needs. Not all annuities are tax-free for LTC.  LIsten and learn how different rules apply to diff...

The Ramsey Show Highlights  artwork

Do This if You Want To Stay in the Middle Class

The Ramsey Show Highlights - May 29, 2024 10:00 - 10 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

You & Your Money artwork

Best Ways to Save for College

You & Your Money - May 29, 2024 09:00 - 4 minutes ★★★★★ - 2 ratings
What is the best way to SAVE for COLLEGE? 👩‍🎓  🎙️ Listen in this #National529Day and explore the different college savings programs to help you determine the best approach.   - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can...

Navigating the World with Your Aging Loved One artwork

The Unseen: Spousal Caregiving with Allison Breininger, Founder of The Negative Space & Caregiver

Navigating the World with Your Aging Loved One - May 29, 2024 09:00 - 45 minutes ★★★★★ - 34 ratings
Allison Breininger became a caregiver for her husband, Sean, during his battle with a rare genetic disease. Through her experiences and the founding of The Negative Space, she has become a voice for those who often go unheard, providing a platform to discuss, support, and empower caregivers. T...

CFO at Home artwork

161. Understanding Long Term Care Options

CFO at Home - May 29, 2024 07:30 - 52 minutes
Long-Term Care Insurance. Perhaps you were looking for something light and maybe a little informative to listen to while driving, walking the dog, exercising, or maybe knocking out a few household chores. Think Long-Term Care Insurance doesn’t fill the bill? Heavy subject? At times. But it’s a t...

Retire With Ryan artwork

How To Find and Hire a Fee Only Financial Advisor (Part 3), #203

Retire With Ryan - May 29, 2024 07:00 - 24 minutes
How do you find a fee-only financial advisor who’s the right fit for you? I’ve outlined a detailed process that you can use to not create a list, research your list, and interview and hire the perfect fit for you. I’ll cover it all in this episode.  This is Part 3 of a seven-part series about ...

Retirement Answer Man artwork

How Can I Get an IRMAA Exception?

Retirement Answer Man - May 29, 2024 07:00 - 52 minutes ★★★★★ - 1.1K ratings
Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her.  On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:14] Recent ...

“Fun With Annuities” The Annuity Man Podcast artwork

There’s No ROI Until You Die With Lifetime Income Annuities: Shootin’ It Straight With Stan

“Fun With Annuities” The Annuity Man Podcast - May 29, 2024 07:00 - 5 minutes ★★★★★ - 41 ratings
In this episode, The Annuity Man discussed:  The four primary annuity types for lifetime income There’s no ROI until you die with lifetime income annuities Two important questions to consider when buying annuities    Key Takeaways:  There are four primary annuity types providing lifetime ...

The Secure Retirement Method Podcast artwork

Navigating Social Security: Expert Insights for Retirees

The Secure Retirement Method Podcast - May 29, 2024 05:00 - 56 minutes ★★★★★ - 5 ratings
In this episode, April Schoen and John Curry dive deep into one of the crucial components of retirement planning: Social Security. They explore the significance of timing your Social Security benefits and how it impacts lifelong income, offering expert insights into making the most info...

Money Meets Medicine artwork

Is Group Disability Insurance Enough?

Money Meets Medicine - May 29, 2024 05:00 - 37 minutes ★★★★★ - 197 ratings
Is group disability offered by your employer enough (the answer is “no”)? Or do you need to supplement with an individual own-occupation disability insurance policy? In this episode, we discuss all things DI from portability, cost-of-living adjustments, how much disability insurance you need and...

Saving With Steve with Steve Sexton artwork

Saving with Steve, May 28, 2024

Saving With Steve with Steve Sexton - May 29, 2024 04:00 - 30 minutes
Saving with Steve with Steve Sexton With Guest, Arvee Robinson, Episode 182: Internation Public Speaker

Financial Detox® Show artwork

Maximizing Returns: Avoiding Common Investor Errors

Financial Detox® Show - May 29, 2024 01:48 - 30 minutes ★★★★★ - 9 ratings
In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith to discuss common mistakes that investors make. They emphasize the importance of asset allocation and diversification, as well as the need to avoid recency bias. They also highlight the potential risks of moving all...

Talking Real Money - Investing Talk artwork

Don't Trust, Verify

Talking Real Money - Investing Talk - May 28, 2024 20:59 - 29 minutes ★★★★★ - 113 ratings
In today's episode: 0:04 The Trust Issue 2:43 Custodians and Fiduciaries 3:12 Finding True Fiduciary Help 3:53 Fee-Only vs Fee-Based 5:43 Various Compensation Models 8:02 Understanding Terminology 10:52 Brokercheck.org Exploration 12:08 Where to Find Trusted Advisors 13:56 Vetting Financ...

Money Unleashed artwork

The conversation delves into the documentary 'Finding the Money' and the confusion surrounding the national debt and government borrowing.

Money Unleashed - May 28, 2024 20:15 - 13 minutes ★★★★ - 7 ratings
The conversation delves into the documentary 'Finding the Money' and the confusion surrounding the national debt and government borrowing. It also emphasizes the importance of personal financial management and the role of financial advisors in retirement planning. Visit Unleash Your Money to lea...

The Ramsey Show Highlights  artwork

Lie for Tax Reasons?

The Ramsey Show Highlights - May 28, 2024 20:00 - 5 minutes ★★★★★ - 357 ratings
💵 Sign up for EveryDollar today - Create a free Budget! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews, and more! Next Steps 📞 Ha...

Ready, Set, Retire! artwork

DIY Home Repairs Gone Wrong: The Hidden Dangers and Smart Retirement Planning Tips

Ready, Set, Retire! - May 28, 2024 14:50 - 19 minutes ★★★★★ - 1 rating
Transitioning from home safety to financial security, the episode dives into why retirement planning is not a DIY project. Steve discusses the complexities of retirement strategies, the challenges of navigating annuities online, and how to create a reliable income plan to ensure you don't outliv...

Financial Straight Talk artwork

Best of: Interview with Chase Matthew

Financial Straight Talk - May 28, 2024 14:03 - 7 minutes ★★★★★ - 4 ratings
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty...

Retire Ready with Kyle Hammerschmidt artwork

Investing Near & In Retirement

Retire Ready with Kyle Hammerschmidt - May 28, 2024 13:00 - 18 minutes ★★★★★ - 1 rating
Summary In this episode of the Retire Ready podcast, Kolin and Kyle discuss investing in and near retirement. They start by explaining the difference between accumulation and decumulation phases and the importance of focusing on decumulation as retirement approaches. They then dive into the con...