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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
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.
 
Financial and retirement planning guidance from Phil Telpner of Breakout Private Wealth in Chicago, Illinois. Join Phil each show for helpful conversations about money, life, and retirement. Phil will cover topics like 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources.
 
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 ...
 
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (www.directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDF ...
 
Controlling your spending is hard to do. On every episode of Frugal Friends, we'll try to help you gain a little more control on one aspect of the countless directions your money is being pulled toward through frugality and a few laughs. If you're trying to save money, spend less, adopt minimalism, pay off debt or reach financial independence, we think you'll like the show.
 
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.
 
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We're all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
 
We are recognized as one of the Rio Grande Valley’s leading experts in the field of business protection planning & consulting, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern:•Buy/Sell Agreements & Funding•Estate and Succession Planning•Key-Employee Protection & Executive Bonus Arrangements•Business Consulting & Planning
 
Certified Dave Ramsey Master Financial Coaches providing a fully, well rounded coaching and teaching experience to help you SAVE, INVEST, and PROTECT your hard earned money by self-made, everyday millionaires who have walked the walk. Providing consumer help, how to invest your 401K, and protect your assets and personal information. All free with no sales pitches. Helping everyday consumers save, invest and protect their hard earned money to become financially independent. Saving by becoming ...
 
This is Money Talks on TEA Project, A Personal Finance Podcast. Your hosts, Gadiel and Michelle Espinoza. A husband and wife duo, where they discuss Personal Finance, Managing a Household, and so much more. Gadiel is a father, husband, a Military Veteran, and a Lawyer. Michelle is a mother, wife, BOSS, and a Certified Public Accountant. Each week they will be providing you with fresh and valuable content. So, stay tuned and enjoy.
 
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
 
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show series
 
Not sure about how to use an IRA or which type to choose? Money Girl cuts through the confusion and explains the pros and cons of IRAs and how to know if a traditional or Roth account is best for you. Read the transcript. Check out all the Quick and Dirty Tips shows. Subscribe to the newsletter to get more personal finance tips. Join the conversati…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relatin…
 
Mark and Mat answer your questions about owning crypto in a Roth IRA, like: "Can you move crypto you already own to a Roth IRA?" "How do I save taxes on crypto I already own?" "If I use an IRA to own crypto, can I access my money before retirement?" and more. Visit DirectedIRA.com to learn more!Mark Kohler and Mat Sorensen による
 
The Roth IRA is one of the most versatile financial instruments available. While it gets a lot of attention, it also has some very strange rules that come along with it. We're sharing our top 5 obscure rules about the Roth IRA that you need to know and answering listener questions on this episode of Wise Money! Season 6 Episode 41 Have a question f…
 
We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. If you’ve saved in a 401(k) and are nearing or in retirement, now is the time to s…
 
Jim and Chris sit down to discuss a couple potential provisions of the Securing a Strong Retirement Act of 2021. The post Provisions of the Securing a Strong Retirement Act: EDU #2125 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
June 21, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes today’s guests to talk about how the pandemic has changed career transitions and job searching.Sixteen months into the pandemic and many things have changed for those working in government, looking to transition from government, or already working in the private sector.Alison Bouwmeeste…
 
During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.Cory Sickles による
 
What is Uninsured and Underinsured Motorist coverage and is it important to have on your Umbrella policy? We're going to explain what all of that means and then help you determine if it's necessary for your situation on this episode of Wise Money! Season 6 Episode 43 Have a question for the show? Call or text 574-222-2000 or leave a comment!Want to…
 
Do you experience fears of missing out on Cryptocurrencies? Are these fears associated with feelings of anxiety and depression? Do you experience headaches, chills, body aches or tremors? Do you have never ending fantasies that Cryptocurrencies will solve all of your financial woes? If so, you may be experiencing a debilitating disorder known as Cr…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his…
 
Stashing money under the mattress may work for some, but for us frugal folks, we want to make sure our hard earned cash is being stored in the right place! Here we're talking about what to consider when it comes to savings and the best types of accounts for various goals. Listen in! Get full show notes here!…
 
We have a great lineup of your social media questions. We have received so many positive comments about these episodes. If you have a question for us please email to podcast@rocklandusa.com QUESTION 1Would you count the equity in your home and real estate investments as part of your net worth? Just curious what your opinion […]…
 
What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you. Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/ What we discuss on this episode: 0:42 - How …
 
In May of 2021, the Biden administration asked for a 9.7% increase in the Social Security Administration budget. This is the money used to run the program. In this show we discuss what this money is used for and whether or not the Social Security Administration is being run effectively.Dan Wendol による
 
Choosing a beneficiary for your retirement accounts isn't always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you. Visit DirectedIRA.com for more information.Mark Kohler and Mat Sorensen による
 
We have a great lineup of your social media questions. We have received so many positive comments about these episodes. If you have a question for us please email to podcast@rocklandusa.com QUESTION 1Do you suggest contributing to both 401k and Roth IRA? QUESTION 2Any suggestions on how one can get out of a 34k job […]…
 
Money Girl has 8 micro money habits to help you take control of your finances, feel secure, and reach any realistic financial goal you desire. Read the transcript. Check out all the Quick and Dirty Tips shows. Subscribe to the newsletter to get more personal finance tips. Join the conversation on Facebook and Twitter. Links: https://www.quickanddir…
 
I'm taking it WAY BACK to my high school days with this week's guest, Tiffany Mellard! Tiff and I graduated from the same class at LaGuardia HS in NYC back in 2007! She is an incredibly talented and passionate dancer who turned her passion into her profession. She tells us ALL about the importance of your money mindset when you work in creative art…
 
June 14, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes M. Shane Canfield, CEO; Stephanie Baker, Senior Vice President, Member Services; and Laurie Lee, Senior Vice President, Finance & Administration, WAEPA.After a full year of change, what can we expect as the country heads into a new normal with mask mandates being lifted and vaccinations…
 
Can you buy a house using your 401(k)? What about your IRA? As the housing market is surging, more people are wondering what the rules are for using their retirement money for a down payment. We're covering those rules and reviewing your options in this episode of Wise Money! Season 6 Episode 42 Have a question for the show? Call or text 574-222-20…
 
If you want to hear Ty say $400 million in cash more times, you are in the right episode. You will hear about check book control, garbage fees, cattle, and root canals with the SEC. Learn about self directing your retirement account in the best possible way. Also, how does a Solo 401k work, and what is a Golden Roth? Tune in, we will find out toget…
 
Even if you don't like Star Wars or know who Betsy Roth is, you will like this podcast. If you have a retirement account, or wish you had one (trust me, you fit into one of those categories) you have to listen. There will be references to Will Smith, Bob Marley, the wild west, and Minotaurs. You may be asking, how is that possible? Well, that's the…
 
We have a great lineup of your social media questions. We have received so many positive comments about these episodes. If you have a question for us please email to podcast@rocklandusa.com QUESTION 145 y.o bachelor. Roth 401k through my employer, and a Roth IRA, and I’m fortunate to have a pension as well. With my […]…
 
If someone dies and leaves you their retirement account (IRA), what happens? What are your options? In this show we discuss the new rules (2020) that revolve around inheriting an IRA from a spouse, a parent, or a stranger. Tune in to make sure you aren't penalized for mishandling an inherited IRA.Dan Wendol による
 
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. The post Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Money Girl interviews Paula Pant, founder of the personal finance website, AffordAnything.com. They discuss tips for reinventing your financial life and reaching true financial independence. Get inspired to create your best career, become a better money manager, earn more, and afford anything. Read the transcript. Check out all the Quick and Dirty …
 
If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. Maybe you haven’t traveled much since before the pandemic and want to this summer, or maybe you’ve recently retired and just want to relax and enjoy your free time. However you choose to spend your time in retirement, the great thing is t…
 
June 7, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys with Stein Sperling Bennett De Jong Driscoll PC.The Administration would extend the 2021 broadening of the child tax credit, dependent care credit and earned income credit beyond the current year.Final legislation, if enacted, may …
 
Wow! I could not be more excited to share this episode with you all. My big sister's baby girl (aka my niece) is graduating from high school in June 2021 and before going off to college she saved up $10,000 on her own and opened a custodial Roth IRA with me as her custodian! I know that's right! Daniela is a vocal major at the most prominent perfor…
 
We have so much to talk about that we thought, let's do a podcast, and make a permanent record of our knowledge. Makes sense, right? Trust us, we don't have big egos....I mean, would someone with a big ego record their thoughts because they think everyone will want to listen to them? Exactly!! We will introduce ourselves, briefly (see....small egos…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (2…
 
Are a recent college grad? Do you know a college grad? This episode is for you! The time of life just following college graduation can represent lots of daunting decisions, financial debt, and low cash flow. We're covering some basic financial and frugal tips for this exact life season! Get the full show notes here!…
 
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…
 
What happens to your Social Security if your spouse dies? Do you get to keep your own or your deceased spouse's? What about if an ex-spouse dies? What if you got remarried? In this show we discuss the details of Social Security Survivor Benefits. Learn everything you need to know about getting the most out of this situation.…
 
Jim and Chris sit down to discuss and provide input on a recent article about eight different retirement distribution strategies. The post Retirement Distribution Strategies Discussion: EDU #2122 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Did you know that you can strategically save money and make healthy life choices? Money Girl explains how to take advantage of pandemic relief that puts money in your pocket, use medical savings accounts, claim tax deductions, and find less expensive healthcare insurance for you and your family. Read the transcript. Check out all the Quick and Dirt…
 
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