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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 ...
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on the specific needs of the working class. Curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial plan. Give us a listen. We're here to answer your questions regarding Medicare, Lifetime Income, tax r ...
 
Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long term care planning, business planning, financial. Learn about helping loved ones or aging parents lega ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
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 ...
 
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/
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. We pledge to honor our clients’ trust in us by giving ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Retirement talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
 
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.
 
The Income For Life Show, powered by Folds Of Honor. Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show! Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show. The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to ...
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
Small 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.
 
Did you know the biggest impediment to retiring on time is overpaying for college? Join us each episode as financial planner Bill Mullen breaks down critical college funding conversations to reveal how you can minimize this retirement barrier. You'll learn things like: - How much colleges think your family can afford - Whether or not you'll qualify for grants or scholarships - How much you can expect to pay out of pocket We'll help you identify the answers you need to get the most free money ...
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
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show series
 
Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby boomers can agree on is they want to make sure they live life at the highest level. One way to get there is by going to 920income.com and downloading our fre…
 
What is income Planning? In this weeks episode Terry talks about the simple trick he shares with his retirement income planning clients. It's amazing how simple income planning can be.... it all comes down to a simple number which is 300. Knowing this simple trick can help you tremendously in this short little 10 minute podcast. If you have questio…
 
Where we call home became even more important over the last year. In this episode of the PFP Section podcast, Brad Breeding, continuing care retirement community (CCRC) and lifecare community expert, answers the following questions: Has anything changed in retirement community living with the events of the past year? What should clients be thinking…
 
Even if she wasn’t actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. On this episode of The Retirement Huddle podcast, Mark Howard explains some of these classic Grandma sayings and how they relate to our financial lives. Read more and get additional financial resources here: https://retiremen…
 
Over the last few years, Congress has introduced new legislation that impacts your retirement and how you should be planning for it. In 2019, the Secure Act was passed, but Congress is at it again and has recently drafted the Secure Act 2.0. In today’s episode, we’re discussing the impacts that the Secure Act 2.0 may have on your retirement plannin…
 
In the financial planning process, you may also have your legacy in mind. But is your estate plan set up accordingly? On today’s episode of the podcast, we discuss common needs for an estate plan as well as mistakes often made. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-5-estate-and-legacy-plannin…
 
If you’re 10 years away from retiring, there are some critical things you should do to prepare for retirement. First, you need to decide what’s important to you. Some people want to retire early. Maybe they want to spend more time with their children or grandchildren. Some want to pursue their hobbies or spend time on philanthropy. Some people live…
 
A common income planning tool is to help "replace your paycheck in retirement!" But is that honestly possible? Damon and Matt detail how yes it can be done and they offer tips on how you can start the process now. Plus, the biggest fear in retirement is running out of money. What about retirees not spending enough and having too much money in retir…
 
We discuss how many are learning about their retirement through 'uncommon sense' and also how the Great Resignation is hitting the American workplace right now in a big way. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-…
 
The Biden Administration is proposing a new Capital Gains tax that could affect you before you can even do anything about it. Damon and Matt detail ways to prepare for all tax hikes not just now, but well into retirement. Plus, what is your financial behavior? Are you reacting or overreacting to tax issues in retirement? How can you spend now to sa…
 
On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast: What …
 
If you take a look at history and the trends that led to the Great Depression in 1929, you may see a few similarities to what we’ve experienced in the last few years. This would lead one to believe that there may be another Great Depression on the horizon. Brian Beaulieu, the CEO and chief economist at ITR Economics, is know for the accuracy of his…
 
If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many options there are. We hope to provide some clarity to this situation on today's show. Brent, Matthew, and Joshua discuss some proactive ways to invest a lump sum of money, and why age is such a big fa…
 
Today we’re answering your questions about all things retirement and financial planning. Let’s jump into it. Jim retired last month and wants to do part-time work, but he heard this can mess up his Social Security. Is that true? This is a common question we get. If you retire prior to your full retirement age and you get earned income, then for eve…
 
What happens when the government makes the economy stand on it's own two feet? What will happen when the 'easy money' slows down and stops? Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-88…
 
There are some people that tend to procrastinate on getting tasks done in life. It could be something small like mowing the lawn, or cooking dinner. However, your retirement plan is something that you should get together immediately and not wait to get a plan together. Today we talk about the importance starting to save for retirement as early as y…
 
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on? Read more and get additional financial resources here: https://wp.me/paeqsR-cs What we discuss on this episode: 1:02 - The economy is made up of several components. 4:32 - Fund your Roth 401(k). 6:02 - Is cash value l…
 
On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show, Nathan and Ryan go document-by-document over what’s needed to preserve the estate you are working so hard to create. Estate planning can seem complicated, but Nathan explains why he doesn’t believe it should be by illustrating ho…
 
Healthcare and Long Term Care are not fun to think about when discussing your fun retirement plans. However, healthcare is often overlooked and many times is the biggest retirement expense. Damon and Matt detail the importance of having a healthcare plan in your retirement portfolio. For more information on Acute Wealth Advisors or to schedule a co…
 
We discuss the rise of nursing home costs and how our plans can help pay for this - without underwriting, or extra cost to their retirement plan. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-…
 
This week Damon and Matt discuss the most commonly "Google'd" retirement questions. Some financial questions can easily be found online, but many need a deeper dive. That's why Damon and Matt like to remind clients that Google can't ask you questions back. That's why its important to talk to someone who knows the business. For more information on A…
 
You spend nearly your whole life planning and saving for retirement—are your efforts setting you up to avoid paying taxes on your life’s savings? In this episode, we discuss Ed Slott’s new book, The New Retirement Savings Time Bomb, and share a few things you need to know about The 2019 Secure Act and how it impacts not only your assets in retireme…
 
If you do a quick Google search for "how to select your 401k investments?" You get a mind-numbing amount of results. Since nobody ever goes to Page 2 of Google, I decide to review page one's results and summarize the similar ideas in all the articles. The overwhelm factors came back to three recurring themes, Risk, Fees, and Time Horizon. All three…
 
On this daily dime, we discuss the four personality types of retirees when it deals with how they spend their money. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org fo…
 
Today, we’re focusing on financial decisions people made in the past that they regret. One of the biggest mistakes people regret is that they start living up to the amount of money that they made. It’s known as lifestyle creep. As your income increases, you spend more instead of saving more. You need to ask yourself, “Can I afford it?” Don’t ask, “…
 
Do you have your money in all three worlds of money? We talk about all three, as well as their pros and cons in order for you to strike the right balance for your financial plan. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-6-the-three-worlds-of-money/ What we discuss on this episode: 1:01 - What ar…
 
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. What we discuss on this episode: 0:42 - Setting up today's discussion 1:06 - Importance of periodic check-ups 3:30 - Sometimes you need a prescription 4:58 - Specialties 10:33 - Get a second opinion Contact: If you have any que…
 
There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 7…
 
Every family has a path to a college education. Most of the time they need help in finding it. There are lots of ways to pay for college, but only one way to pay for retirement. Show Notes: Website: https://savinginvestors.com/ Phone Number: 435-655-0508
 
It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process. Show Notes: Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/ Website…
 
On this episode of the Dentist Money™ Show, Ryan and Matt take on crypto. It’s the latest investment obsession with vocal fans … and detractors. On this show Ryan and Matt offer advice to dentists on what they believe should be your crypto strategy. Wondering about investing in Bitcoin or the “Doge” (or just wondering what the fuss is all about), t…
 
We discuss the new US deficit and how it will affect our nation moving forward. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org…
 
This week Damon and Matt discuss the importance of married couples being on the same page financially. Most couples do not have the same goals and unfortunately money causes more divorces than anything else. Plus, what happens when you get a portfolio analysis from Damon and Matt. For more information about Acute Wealth Advisors or to schedule a co…
 
On this episode, Miguel Gonzalez shares 5 factors that can impact your retirement. Although it’s hard to know what will happen in the future to you or your investments, these are the main things that should be addressed in your retirement portfolio.Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® による
 
We were honored to have Kenny Russell, Director of Disability Sales with Crump Life Insurance Services join us this week as our special guest. Do you have plan is in place to protect or replace your income in the event of a disability?Angela Robinson による
 
As a certified long-term care planning specialist, Terry gets to the basics with Alecia Barnett. We get calls for long-term care when someone in the family gets ill. Did you know that the newer policies allow you to leave any money you don't use to your beneficiaries? Also there is a company that allows you get a policy even if you have a chronic i…
 
On today's show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill and the top 9 goals inside it. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vaul…
 
Nationwide did a survey of those already in retirement to find out their biggest financial regrets. The most common answer is not "save more" or "spend more before retirement", the #1 answer is something you can fix TODAY. For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com…
 
Mark and Victor start the show with the question, “Are your retirement goals as detailed as your summer vacation plans?” and emphasize the importance of preparing for life after work. Making the most of Social Security benefits is an important part of your retirement plan. Could you pass a basic quiz on current rules and requirements? Mark and Vict…
 
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth.Let’s discuss how to determine which one is best for you. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.comSteve Davis による
 
The recent bipartisan bill is set to increase RMD ages and also offer lifetime income plans due to the retirement crisis in America today. The government understands the crisis and is offering opportunities for retirees to take advantage of. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Acce…
 
There are 40.4 million unpaid caregivers for adults age 65 and older in the US. Many don’t have professional training which can lead to elder financial exploitation. In this episode of the PFP Section podcast, Lisa Schifferle, with the Consumer Financial Protection Bureau’s Office for Older Americans, provides tips and resources for how you can bes…
 
On this episode of the Dentist Money™ Show, Ryan welcomes back Reese Harper, founder of Dentist Advisors. During the show, Ryan quizzes Reese on his latest business venture, Elements. You’ll hear how focusing on a niche can strengthen any enterprise, plus get a good look at the challenges of a start-up. It’s your behind-the-scenes look at how Reese…
 
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it's important that we take a step back and look at what's actually going on. Brent, Matthew, and Joshua will discuss the current inflation enviro…
 
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