Latest Retirementplanning Podcast Episodes
Episode 120: Your Best Financial Life with Anne Lester
Her Retirement’s Walk the Talk Podcast - April 26, 2024 02:22 - 35 minutesMeet Anne Lester, a seasoned leader on a mission to empower rising professionals to save smart and retire happily, all on their own terms. With an impressive background, including 20 years as Head of Retirement Solutions at J.P. Morgan and co-founding The Aspen Leadership Forum on Retirement Sav...
427 Your Best Financial Life with Anne Lester
Sound Retirement Radio - April 24, 2024 22:41 - 1 hour ★★★★ - 376 ratingsIn today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want." Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Management, where she dedicated nearly 30 years of her c...
How to Manage Taxes When You Win the Lottery - 478
Your Money, Your Wealth - April 23, 2024 11:00 - 52 minutes ★★★★★ - 608 ratingsSo you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the sa...
247: How AI is Leveling the Playing Field for Investors with Andrew Einhorn
The Wake Up Call - April 23, 2024 10:00 - 35 minutes ★★★★★ - 46 ratingsDescription: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this episode, we sit down with Andrew, the founder of LevelFields AI, to discuss ...
Breaking Up With Uncle Sam in Retirement
Beyond the Money - April 23, 2024 08:00 - 18 minutes ★★★★★ - 12 ratingsA lot of adults may be feeling burned by Uncle Sam after filing taxes. Maybe you didn't get back what you expected, maybe you got too much or maybe you had to write a huge check. Regardless, Jackie details how the little details now can make a huge difference not just April 15th, but year long. ...
The 10 Commandments Of Retirement
Charleston's Retirement Coach - April 23, 2024 08:00 - 13 minutes ★★★★★ - 3 ratingsNick Saban’s wife Terry wrote to her husband “The 10 Commandments of Retirement” now that the legendary coach has called it a career. While the full list is still private, Ms. Terry did reveal some of things that Coach Saban has to abide by. In this episode, Brandon shares what his commandments...
If you stay in the market can you also reduce risk?
Unleash Your Wealth - April 23, 2024 08:00 - 7 minutesA lot of people want to reduce risk while staying in the stock market. Rah Shah and Rick Borek explain how they help their clients achieve a comfortable and well-balanced portfolio. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah...
How Much Money Do You REALLY Need To Retire?
The Retirement Key - April 23, 2024 08:00 - 15 minutes ★★★★★ - 1 rating$1 Million used to be what you needed to retire, but the latest average according to Schwab is $1.8 Million. Is this number actually accurate? In this episode, Abe discusses if it's possible to retire with under $1 million and how individual circumstances play into a retirement plan. Also, Abe...
Demystifying Retirement Planning: Expert Advice with Kevin Bach from Integrity Retirement Solutions
Retirement Talk with Kevin Bock - April 23, 2024 08:00 - 13 minutes ★★★★★ - 3 ratingsIn this episode, Kevin discusses the startling statistics revealing the lack of retirement savings among Americans and the crucial need for financial education in retirement planning. With over 35 years of experience, Kevin emphasizes the importance of personalized, educational approaches to ret...
Unlocking Retirement Success: Strategies for Financial Freedom and Peace of Mind
Your Retirement Radio With Kevin Madden - April 23, 2024 08:00 - 15 minutes ★★★★★ - 3 ratingsWith nearly one-third of Americans having nothing saved for retirement and 40% not contributing to any retirement fund, Kevin and his guests explore the root causes and actionable solutions to bridge the financial literacy gap. Discover expert insights into building a robust financial plan, und...
Ignoring the Latest Retirement Trends
Retire(Meant) For Living Podcast - April 23, 2024 08:00 - 15 minutes ★★★★★ - 8 ratingsAdults are retiring earlier than ever, but why? Is the market that good? Have they had enough? Are they making a mistake? JoePat details the pros/cons of an early retirement. Plus, the power of building sustainable retirement income. For more information or to schedule a consultation call 704-...
Securing Your Retirement: Strategies to Navigate Financial Literacy Gaps
Ready, Set, Retire! - April 23, 2024 08:00 - 18 minutes ★★★★★ - 1 ratingIn this episode, Steve takes a dive deep into the pressing issue of retirement savings in America. With staggering statistics revealing that one-third of Americans have no retirement savings and 40% don't contribute to any retirement fund, the hosts shed light on the importance of financial lite...
Into the Storm: Navigating The Entrepreneurial Journey with Ryan Madrid
Your Wealth & Beyond - April 19, 2024 12:00 - 59 minutes ★★★★★ - 19 ratingsToday, I’m talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast. After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one billion in mortgage loan sales on his way to being in the...
Pay Now or Pay Later? The Big Tax Question for Retirement Savers
Money Mentors - April 18, 2024 15:50 - 9 minutes ★★★★★ - 1 ratingEvery time you save a dollar into a traditional retirement account versus a Roth, you're making a decision about paying taxes now vs. later in retirement. But which strategy makes sense for you? And why would you want to pay now versus later? Laurel & Taylor dive into this topic this week, as we...
Jason's Journey: How Pickleball Helped Me Lose 20 Pounds In 4 Months (+ Belly Fat)
Sound Retirement Radio - April 18, 2024 00:41 - 21 minutes ★★★★ - 376 ratingsHere is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight, commenting on how skinny I have become and asking me what I was doing. And I have to tell ...
Top 3 This Week: Economic Data / Corporate Earnings / What Investment Ideas are Working or Not
The Allan Small Financial Show - April 17, 2024 23:11 - 14 minutesTop 3 Things to Consider Over the Next 10 Business Days Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]
Top 3 This Week: Economic Date / Corporate Earnings / What Investment Ideas are Working or Not
The Allan Small Financial Show - April 17, 2024 23:11 - 14 minutesTop 3 Things to Consider Over the Next 10 Business Days Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]
The Allan Small Financial Show - April 17, 2024
The Allan Small Financial Show - April 17, 2024 23:06 - 50 minutesListen to the full show as I discussed the latest stock market action, provided my insight on the markets and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]
The Allan Small Financial Show - April 17th, 2024
The Allan Small Financial Show - April 17, 2024 23:06 - 50 minutesListen to the full show as I discussed the latest stock market action, provided my insight on the markets and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]
PFT #95 - Personal Finance Tip of the Week: The Mortgage Refinance Double Trap
Something On My Mind - April 17, 2024 10:00 - 3 minutes ★★★★★ - 168 ratingsIn times of high interest rate environments, most people will not refinance due to the cost. With that being said, circumstances arise to warrant this, such as divorce, marriage or a job relocation. For the most part, people wait for the federal reserve to cut rates so that borrowing money is mor...
How Much Money Do I Really Need to Retire?
Retirement Answer Man - April 17, 2024 07:00 - 38 minutes ★★★★★ - 1.1K ratingsWe would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one. In this episode, I’ll walk a listener through the process of how s...
What’s the Break-Even Point on Roth Conversions? - 477
Your Money, Your Wealth - April 16, 2024 11:00 - 46 minutes ★★★★★ - 608 ratingsAre there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Josep...
246: Navigating the Complex World of College Planning and Financing
The Wake Up Call - April 16, 2024 10:00 - 49 minutes ★★★★★ - 46 ratingsDescription: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your lifestyle and economy. In this episode, Paul and Brad delve deep into the intricate world of college planning a...
When should you move away from safe money in retirement?
Unleash Your Wealth - April 16, 2024 08:00 - 5 minutesThere are different times in your life that are more appropriate to take risk. Raj Shah and Rick Borek explain how they allocate their clients' portfolios properly. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek f...
How to Secure Guaranteed Income for Retirement
Your Retirement Radio With Kevin Madden - April 16, 2024 08:00 - 18 minutes ★★★★★ - 3 ratingsAre you nearing retirement and worried about running out of money? This episode of the Retirement Radio with Kevin Madden discusses the importance of guaranteed income streams in your retirement plan. Learn how to avoid the dangers of delaying retirement and discover strategies for creating a sa...
Milestone Birthday vs Milestone Savings
Beyond the Money - April 16, 2024 08:00 - 19 minutes ★★★★★ - 12 ratingsJackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date? For more information or to sc...
The Impact Of Inflation On Financial Planning
The Retirement Key - April 16, 2024 08:00 - 16 minutes ★★★★★ - 1 ratingThe latest inflation number came in hot, implying that the Fed won't be cutting interest rates anytime soon. Government spending contributes to inflation, which may have an impact on your financial plan heading into retirement. In this episode, Pat Volk explores the different options, such as a...
Facing The Challenges Of Retirement
Charleston's Retirement Coach - April 16, 2024 08:00 - 10 minutes ★★★★★ - 3 ratingsRetirement can be a source of fear and uncertainty for many people. Retirees may face an identity crisis after walking away from work and struggle to find a purpose in their retirement years. In this episode, Brandon discusses how aiming to define your dream retirement may lead to a mindset cha...
Is $1.4 Million the Magic Number in Retirement?
Retire(Meant) For Living Podcast - April 16, 2024 08:00 - 9 minutes ★★★★★ - 8 ratingsShould you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See o...
The key to a proactive retirement plan
Ready, Set, Retire! - April 16, 2024 08:00 - 16 minutes ★★★★★ - 1 ratingIn this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky. Here are some of the key takeaways yo...
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