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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.
 
Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, ...
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
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.
 
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Secure Your Retirement

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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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ウィークリー+
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you 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 you ...
 
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 ...
 
On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s 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 ...
 
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/
 
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.
 
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.
 
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To Retirement And Beyond

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To Retirement And Beyond

Brian Armstrong & Shawndi Purselley

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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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Big Picture Retirement

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Big Picture Retirement

Devin Carroll and John Ross

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If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting 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.
 
This is the retirement podcast for successful women professionals in their 40s, 50s, and 60s who are high-income earners with retirement as their primary goal. There is a new retirement reality for women. We are living longer, healthier, and more actives lifestyles. Your retirement years could involve a mix of recreation, relaxation, reeducation, and even total reinvention. I’m your host, Stephanie Sammons. As an experienced Certified Financial Planner™ and Investment Advisor, I’ve been guid ...
 
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.
 
Welcome to Talking About Retirement, where we aim to redefine retirement with your host, Damon Sugden, wealth adviser and master of financial planning at Capital Partners Private Wealth. Damon’s driving ambition is to meaningfully help people gain a sense of certainty about being able to live their best life. Talking About Retirement explores a wide range of retirement and lifestyle topics from a holistic perspective. In this series, Damon is joined by David Andrew and Barry LaValley for eac ...
 
Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
 
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 ...
 
Findings of the research project developed planning that provides Doctors access to earnings management savings management and endowment management to increase savings decrease stress and increase quality time.
 
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show series
 
This week on Make It Last, Mark and Victor will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a successful retirement. They’ll also be discussing the importance of getting to know your attorney, and why it’s important to discuss your goals with someone you know and trus…
 
On this episode Chris discusses why focusing on retirement lifestyle is so important, discusses the new Social Security Trustees report and his thoughts on the viability of Social Security for today's retirees. Then rounds up with a discussion of why the timing of when you retire can have a potentially huge impact on your retirement plan sustainabi…
 
Did you know that there are ways you can save on your taxes as a small business? Big Fortune 500 companies do it all the time, and they make more money than you. There are different ways you can save money on taxes and protect your small business and assets, which include being smart with your pension. Working with a tax attorney is also another ad…
 
Bob Klein’s article, 6 Proven Retirement Income Planning Strategies Beginning at Age 62 was published in The Street’s Retirement Daily. Beginning at age 62, it’s important to develop strategies for creating after-tax retirement income to optimize the longevity of your assets for the rest of your life. The post Bob Klein’s “6 Proven Retirement Incom…
 
Today we’re sharing some wisdom from motivational speaker and coach Tony Robbins about the importance of feeding your mind. Find out five ways you can live your best post-pandemic life. Read more and get additional financial resources here: https://wp.me/paeENs-cM Watch Tony Robbin's video: https://www.youtube.com/watch?v=Aupn1QUSxdw&t=25s Chili Re…
 
In this episode Damon explains that "running out of money" is no longer the number one fear in retirement. Now there are multiple fears retirees and pre-retirees have as they work a financial strategy. Plus, weather its a company buyout, vaccine mandate or you're just ready to quit, Damon and Matt detail the pros and cons of a hurry up retirement. …
 
Are there any “Red Flags” in your financial life or your retirement plan? In this week's episode we explore this question and discuss several possible “Red Flags” and possible strategies to consider. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As al…
 
The economy is recovering and inflation is on the rise. This week Kevin Brucher digs into what higher inflation could do to your retirement plan. He points out that we haven’t seen inflation this high in nearly 13 years. There’s a great analogy of what $60,000 saved for retirement today would be worth in twenty years. Then he shifts into ways to he…
 
If current tax reform proposals become law, there will be many issues to be mindful of with planning for trusts. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, helps you get ahead of these changes so that you can plan for your clients to be ready for impending changes. Bob discusses: How the proposed higher income tax and capital…
 
On this week's episode of Retirement You Radio, Brian Quaranta shares 5 effective ways to protect your retirement savings from rising inflation rates.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment AdviserBrian Quaranta による
 
So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know how it will help you reach your long-term goals. On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on alternative investments and where and when they might fit. There are many ways to invest, but the downside of so…
 
If you are like most people, you probably know you should create an estate plan, but you haven't gotten around to it just yet. Before you do, make sure to learn the similarities and differences between a will and a trust so that you can be best prepared to create an Estate Plan that ensures your wishes are met when (not if) something happens to you…
 
When looking to hire a financial advisor, what are some of the things you need to be aware of? Hiring the right financial advisor for you all comes down to knowing what you’re looking for, what you’re paying for, and whether the person you’re working with knows what they’re doing. In this episode of the Secure Your Retirement podcast, we cover the …
 
In this episode Damon and Matt discuss the importance of being local and how it can make a difference in your retirement planning. Plus, we are in the 4th Quarter of the year is now the right time to take a deep look into your investments or should you wait until after the holidays? For more information on Acute Wealth Advisors or to schedule a con…
 
Do you wish that you could have a mulligan when it comes to taking your Social Security benefit? Once you file for Social Security, it seems like your decision is set in stone. But what if I told you that you have options to reverse your decision? In this episode of Retirement Starts Today, we’ll explore an Investment News article written by one of…
 
How is the economy going to change now that we’re in the fourth quarter of 2021? Is it still going to be like the last 3 quarters or not? How will it impact our economy in 2022 and the coming few years? There has been a lot of uncertainty in how things are happening, which is leading to market volatility. In this episode of the Secure Your Retireme…
 
This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of estate planning? Once you have these two questions answered, you’ll be able to successfully strength test your retirement and estate plans. House Dem’s presented a new t…
 
The market has been on a roller coaster for what seems like ever. This week Kevin Brucher digs into what makes the market do what it does and more importantly how the ups and downs can affect our retirement plans. He offers some things you can do to prepare for the next market ‘whoops’. To learn more call 800-975-6717. Visit SilverLeafFinanical.com…
 
How are you feeling regarding you financial life? This week we revisit the conversation around financial health. Listen in as we discuss possible “prescriptions” or strategies that could enhance financial and retirement health. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com t…
 
With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they’re having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA fina…
 
On this week's episode of Retirement You Radio, Brian Quaranta provides tips on how to keep your retirement savings safe in a volatile stock market.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment AdviserBrian Quaranta による
 
It can be tempting to procrastinate and to figure things out later. But putting certain things off in our finances can really affect our retirement plan. On today's episode, we are going to discuss 5 things that people either want to wait on or have questions about putting off. Writing a will, paying off debt, cashing in on Social Security, are all…
 
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550…
 
One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs. Contact: https://www.averywealth.com/ 517-783-1695Dan Reese による
 
The House Ways & Means Committee recently released its proposed 2021 tax reform legislation. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, covers the changes being considered that would impact income tax planning, including: Funding the IRS and using tax reform to improve social safety nets Additional childcare credits and other…
 
In the current economic situation, excitement can build with the thought of the availability of investing opportunities. However, some opportunities could lead to great risk. Talking about boring investing could really be a valuable conversation. In this episode, Mike talks about the exciting part of boring investing. When it comes to cryptos and s…
 
Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so disorganized it looks like a game of Tetris. On this episode of the Dentist Money™ Show, Ryan welcomes consultant Heidi Mount who has coached dentists across the globe. On this show, Heidi reveals how good coaching can help you unlock the f…
 
One of the most important but often overlooked parts of your financial life is your Estate Plan. Creating (or reviewing) your estate plan, especially before you retire, is of critical importance. In this episode, we will talk about what an estate plan will do for you, why you need one, and some common documents you might need to create.…
 
Have you ever been concerned about identity theft or being a fraud victim? In today’s cyberworld, identity theft and fraud have become more sophisticated than ever before. It is important that you stay aware and protected to avoid being on the receiving end of these cybercrimes. In this episode of the Secure Your Retirement podcast, we share a chec…
 
In this episode Damon and Matt detail the steps you should take in a "shaky" market. Plus, when it comes to a 401k, most adults don't think they pay any fees. Sadly, you do and they discuss how to locate those hidden fees. For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com…
 
Do you wish that there was a list of what to do and what not to do in your retirement? I recently discovered an article from MorningStar.com written by Sheryl Rowling titled 8 Financial Do's and Don'ts for the 7-Figure Retirement, and I thought it would be perfect to share with my listeners. You'll learn several tips that you should consider when p…
 
Ever wonder about COVID’s affect on retiree’s? This week Victor and Mark discuss how the 3 million Baby Boomer’s that retired in the past year have affect on the U.S. economy. What is the sandwich generation? Similar to the meat in an actual sandwich, they’re stuck in the middle…in the middle of raising their kids and taking care of their parents t…
 
Time to break down SECURE Act 2.0. There are many pieces to this and Kevin Brucher digs into what will likely be in the final version. From automatic enrollment in a 401(k) to ending the “back door Roth” Kevin has thoughts on it all and holds nothing back. He winds up the show talking about the roller coaster in the market this week and what effect…
 
If you have clients with more than 10 million in their traditional IRAs, Roth IRAs, and vested defined contribution plans, they may have to take distributions to keep the aggregate plan balances below a certain threshold beginning in 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, gets you up to speed related to: The new pro…
 
The latest proposals suggest that the estate tax exemption may revert back to pre-TCJA levels in January, 2022. In order not to lose the estate tax exemption that exist today, it may be necessary to make use of this exemption before year-end for your relevant clients. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, fills you in on…
 
They say that “Age Is The Price Of Wisdom”. This week our conversation revolves around how age and wisdom come into play when making financial or retirement plans. As you listen in you may reflect on your thoughts, plans and personal situation. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit Sched…
 
On this week's episode of Retirement You Radio, Brian Quaranta explains how to navigate the ins and outs of the SECURE Act 2.0 to help you build a more secure retirement plan.Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment AdviserBrian Quaranta による
 
To make it work, you and your spouse or partner need to commit to the goals in a financial plan. Unfortunately, many couples may need money therapy first. On this episode of the Dentist Money™ Show, Ryan and Matt outline 5 ways to bring your financial objectives together. Isn’t it time you became a team, increasing your net worth growth as you prog…
 
Over the last few years, the stock market has continually hit new, record highs. And it leads many people to ask: Should I really be investing at stock market highs? In this episode, we will discuss when it makes sense not to invest money, and 4 reasons why it makes a lot of sense to invest at stock market highs (as long as you have the right time …
 
A special episode this week as we listen to Matt Deaton's conversation with NFL veterans Andre Reed and Michael Irvin from the Pump Brothers Foundation Charity Gala. They discuss motivation, what they like about the current NFL style, financial security and best advice they have received. For more information on Acute Wealth Advisors or to schedule…
 
What are some mistakes that you want to avoid when choosing an advisor? When choosing an advisor, there are some mistakes that could cause risks and you need to avoid them before they do so. There are different types of advisors you should avoid working with and some things you should pay close attention to before committing with an advisor. In thi…
 
We get a lot of questions about trusts. Who should get one? Who shouldn’t? What are the long-term ramifications? Is it a bad idea to name a trust as the beneficiary of an IRA? Excellent questions! Today, we are going to discuss, specifically, naming a trust as the beneficiary of an IRA. This can be quite overwhelming for the trustee if they are not…
 
Twenty years later and we can all remember the exact moment the attacks on 9/11 happened. I (Shea) was standing at the Folgarelli’s deli counter watching the events unfold on their TV. I assumed at first that I was watching a movie, but sadly I soon realized it was a live news broadcast. The first building was attacked and, in horror, all of us the…
 
Perhaps one of the best and most rewarding conversation topics we can have with clients is, “You should spend more.” This isn’t the advice they were expecting. In fact, for most clients, it’s a real mind shift to go from saving, saving, saving to spending! But it’s truly a rush! Today, we’re going to call out the real fears people have with spendin…
 
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