Retire Smarter
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Modern Tales Of An Ancient Pursuit
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Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Fortnightly on Mondays, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom in navigating through the minefields of misinformation and false promises so you can achieve financial security and peace of mind. Also available in video format on YouTube on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Write to us at communications@providend.com
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Podcast weblog featuring the investment wisdom and principles of John C. Bogle
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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The official podcast of the Center for Innovation in Risk-analysis for Climate Adaptation and Decision-making, i.e. CIRCAD. Bringing you the latest perspective on how we can come together to position the insurance and reinsurance sectors to serve as champions in the fight for climate resilience. CIRCAD is a joint research initiative and prospective IUCRC, representing a partnership between personnel at both Duke University and at the University of Georgia.
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
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Welcome to Riverbank Riches with Desmond Taylor where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a financial advisor with CLC Financial, based in Fayetteville, NC. We believe an informed client is the best client and that’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investing, income planning, IRAs, pensions, 401(k)s and much more. Contact Desmond via www.C ...
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The Wisdom Of... with Simon Bowen delves into the intricate issues of our time. Join Simon as he converses with the world's leading thinkers, entrepreneurs, and visionaries to uncover how they tackle complex problems, ignite innovation, and navigate significant projects. This podcast brings a Renaissance of Wisdom to your week, offering insights into leadership, ethics, global challenges, and cutting-edge ideas. Tune in to gain a deeper understanding of the decisions shaping our world and le ...
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THE BOGART EFFECT: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests having candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life! The audi ...
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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 ...
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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Take two radio pals who've lived long enough to know better (but sometimes don't), have gained wisdom, dropped some filters and just want to talk with you about...everything and you have Gracefully and Frankly. Erin and Lisa share personal takes on their AND your experiences, hot topics and a lot of love. Made possible by enVypillow.com. Use the promo code GF for 10% off all purchases. Presented by SierraSil.com. Use the promo code GF for 10% off all online purchases. Email Erin and Lisa to ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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The One Question Leadership Podcast is designed to highlight executive and organizational leadership with a heavy emphasis on college athletics. 1Q is primarily hosted by @TaiMBrown, but features occasional guest hosts. Subscribe here: 1quest.co/itun
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Insightful Player® podcast shares messages of hope from retired NFL players. Insightful Player® is on a mission to transform culture to be inclusive, kinder, and more loving.
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Retired holistic health enthusiast, Grandpa Bill, shares his wisdom and experiences in the realms of health, wealth, and well-being. Join Grandpa Bill on his journey of holistic health and personal growth. With over 45 years of experience in the industry, he has a wealth of knowledge to share on topics ranging from nutrition and supplements, to meditation and spirituality. In his retirement, Grandpa Bill is dedicated to sharing his insights and helping others to achieve their full potential. ...
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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Retirement Lifestyle Show
with Roshan Loungani, Erik Olson & Adrian Nicholson
Roshan Loungani, Erik Olson & Adrian Nicholson
With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You'll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.
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Welcome to Generation X Wealth, the ultimate destination for Gen Xers seeking financial wisdom and wealth-building strategies. Join us on a journey to unlock the secrets of smart investments, navigate the complexities of personal finance, and build a prosperous future. Whether you’re a seasoned investor or just getting started, our podcast is your go-to resource for practical tips, expert insights, and inspiring success stories tailored specifically for the Gen X generation. Get ready to tak ...
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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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Whether you're already retired, on the brink of retirement, or simply curious about the future, join us on this journey in Courageous Retirement: Finding Fulfillment Beyond the Workplace. Through insightful conversations, stories of courage and resilience, and practical wisdom rooted in biblical truth, Courageous Retirement will empower you to see this best season of life not as an end but as a beginning—a chance to boldly make a difference in a world that shuns God's truth. Join us and disc ...
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Money makes the world go round – but how does it shape you as a person? Join comedian and former Facebook Sales VP Paul Ollinger as he extracts a wealth of wisdom from CEOs and celebrities, authors and artists, Olympic gold medalists and Nobel Prize winners – each with a unique perspective on the role that money plays in our lives. At a time when talking about personal finance can still feel taboo, Paul offers refreshingly honest discussions about the motivations and misconceptions surroundi ...
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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom and wealth creation, we bring you MoneyWise - a podcast series that connects ...
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Fintelligence is the convergence of finance and intelligence, where experts in the field decode and share pearls of wisdom about the world of finance. It helps with management of money for personal and economic betterment. Through our podcast we will try to underscore the importance of smart financial choices which resonate in personal finance, investments, and SIP & more! Sound decisions yield stability, while poor ones lead to stress and missed prospects. Financially adept individuals bols ...
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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Optimal Finance Daily - Financial Independence & Money Advice
Optimal Living Daily | Diania Merriam
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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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 ...
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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of ...
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The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
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Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Join John and David Thompson as they bridge the generational gap in finance. With John’s decades of experience and David’s fresh insights from his first five years in the industry, ”SMPL Money” delves into the complexities of financial planning, investment strategies, and economic trends through a dual lens. Whether you’re a seasoned investor or just starting out, tune in to gain valuable perspectives that span generations. Get ready to enhance your financial wisdom and prepare for a prosper ...
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Retirement Planning Expert Roz Kovel shares her experience and wisdom each week on this special podcast.
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Reby Advisors' Wealth Wisdom podcasts are series of financial education audio files designed to address important topics that affect our clients, their families, their friends and the community at large. Since 1985, our mission is to inspire people to achieve financial peace of mind. This commitment to our clients guides our unique processes and everyday actions.
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The Retirement Savings Time Bomb – Ed Slott
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What’s that sound? Our guest today explains that it’s the retirement savings bomb ticking louder. Listen in and get smarter about RMDs, Roth IRAs – and the tax bomb that’s ticking louder for you. Ed Slott joins us from New York. _______________________ Bio Ed Slott is the author of The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unneces…
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)
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In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle…
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When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money ...
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On this week's show: When is the right time to talk to a retirement planner? The tax planning idea you should grab onto with both hands. Five ideas to consider if we go into a recession. Another reason why the 4% withdrawal rule doesn’t work. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Face…
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According to Ernest Hemingway, "In order to write about life, you must first live it." Eric shares how his years working as a financial advisor have given him the experience to guide others through various market conditions and make a financial plan that is possible to follow. It's not just about understanding the products and tools; it's about kno…
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Beyond Finances: Are You Really Prepared for Retirement? – The Brain Behind (S3E17)
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Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the emotional and psychological readiness that is often overlooked. In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team digs deeper …
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Common Retirement Mistakes – Episode 13
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On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth's Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCL…
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Retired Major General Gus McLachlan on Leadership Wisdom: Navigating Complexity Leadership Wisdom.
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In this insightful episode of 'The Wisdom Of' podcast, host Simon Bowen converses with retired Major General Gus McLachlan. They delve into the necessity of wisdom in leadership amidst today's intricate political, social, and economic landscapes. Major General McLachlan shares his extensive 37-year military career, emphasizing the importance of dee…
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Circadian Wisdom Ep. 002 - Frank Nutter, President of the Reinsurance Association of America (RAA), Retired
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On this episode, we feature Frank Nutter, President of the Reinsurance Association of America (retired). Interviewed by Duke University's Climate Leader in Residence, Francis Bouchard, Nutter discusses climate science and relationship building. Nutter makes recommendations related to state 'safety net' insurance plans, post-event holistic disaster …
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40 Years Of Real Estate Investing Wisdom with Arn Cenedella
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On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in f…
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2862: How to Achieve Long-Term Financial Goals by Honey Smith of Get Rich Slowly on Money Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2862: Honey Smith emphasizes the importance of prioritizing and planning for long-term financial goals, stressing the need for setting achievable mini-goals and maintaining motivation through p…
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Episode #292-The Tale of Two Estate Plans
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Welcome back to the podcast! I'm Kraig Strom, also known as the Income Engineer. I am a certified financial planner and a paralegal at an amazing law firm. Many of you have reached out to me, wondering where I've been. Well, I've been fortunate to be busy but also a bit burned out on procrastination when it comes to essential matters like estate pl…
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Your end of the year retirement planning meeting. What should you be talking about?
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A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.c…
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2861: Magic Beans by JL Collins on True Financial Success & Index Fund Investing
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2861: JL Collins explores the allure of investing fads in "Magic Beans," highlighting the recurring trends of Growth Stocks, Actively Managed Funds, and Dividend Aristocrats. He argues that tru…
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Would you file a lawsuit against Simon Cowel if he smashed into your mom on his e-bike and broke her hip? In this latest video, Kraig Strom sheds light on the often-overlooked aspect of asset protection. Did you know standard home and auto insurance might not cover liabilities if you're involved in an accident while riding your e-bike? E-Bikes are …
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Do I really need bonds in my portfolio?
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Is 100% in Equities the Right Move for Your Retirement? In this episode, financial advisor Jim Martin discusses the risks and potential benefits of investing 100% of your money in equities. He evaluates the common belief that the stock market's average returns make this a foolproof strategy and explains the pitfalls, including market volatility and…
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2860: I’ll Figure Out What I Want To Be When I Grow Up by Mr. 1500 of 1500 Days on Career Happiness
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2860: Mr. 1500 from 1500Days.com shares his unconventional journey from aspiring pilot to computer programmer and blogger, emphasizing the unpredictable nature of career happiness. He highlight…
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Leslie Shannon on Navigating the AI Revolution: Insights from Nokia's Chief Novophiliac on the Future of Leadership and Innovation
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In this episode of 'The Wisdom Show', host Simon Bowen engages in an enlightening conversation with Leslie Shannon, Nokia's Head of Trend and Innovation Scouting. They explore the essence of impactful leadership, emerging technologies, and the role of wisdom behind genius in today's complex world. Leslie explains Nokia's transformation from a mobil…
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Essential Steps for a Successful Business Succession Plan (S3E18)
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As Asia’s leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises and may not have had the chance to develop a comprehensive business exit and succession plan. In this week’s Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Pr…
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Reasons to Fire Your Advisor - September 8, 2024
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Alan and Troy take a look at when it may be time to change your advisor to one focused on retirement planning, especially when it comes to income and distribution rather than just growth.Von Alan Mercurio
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PPR 146_ Introducing a Financial Planner
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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What's Your "Translation" of Brain Capacity
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Grandpa Bill's Grunts & Groans@billholt8792 言行不一 (yánxíng bùyī): "Words and actions are not the same." Grandpa Bill Asks: What are Your Words? What are Your Actions? Leave Your Comments At The pods BH Sales Kennel Kelp Holistic Healing Hour and Here too! Factors Contributing to the Gap: 价值观不一致 (jiàzhíguān bùyīzhì): "Values are not consistent." 害怕后果…
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2859: Frugality Is Not Mainstream by Liz of Frugalwoods on Societal Pressure & Consumerism
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2859: Liz of Frugalwoods.com shares how embracing an unconventional frugal lifestyle has enabled her and her husband to pursue financial independence and early retirement. By rejecting societal…
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2858: Weight Loss Fact and Myths AND Get the Whole Family Eating Healthy by Chalene Johnson on Healthy Living
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2858: Chalene Johnson debunks common weight loss myths, explaining why muscle doesn't weigh more than fat, the truth about calorie burning during and after workouts, the misconception about bul…
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Grandpa Bill's Grunts & Groans@billholt8792, Grandpa Bill, on The BH Sales Kennel Kelp Holistic Healing Hour Podcast and YouTube channel @billholt8792, where we explore the fascinating world of Persian history and poetry. Today, we're focusing on the mystical works of Rumi and Hafiz. What are your favorite poems or verses by Rumi or Hafiz? Why do t…
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Chris McFarlane | Deputy Athletics Director | UCF - One Question Leadership Podcast
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@1QLeadership Question: Do the titles given during a career define the underlying skill? Chris McFarlane is the Deputy Athletics Director for External Relations and Business Development at UCF. At a quick glance, his career arc would have him labeled as a fundraiser. With further study, McFarlane's career is actually rooted in building programs. Hi…
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Terms & Definitions of Income Investing
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Could it be possible that your understanding of the investment terms that your advisor uses is not what he or she means? If you don't understand the terms, you could walk away with a totally different interpretation, and the reality is that your retirement and the dollars you've saved up all of your life could be at risk. Don't miss this episode of…
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PPR 147_ Beware of Falling Advisor Fees
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Does market history mean anything anymore? | A financial advisor that didn’t live up to his promises | Financial moves to consider before the end of the year | Does retiring at 65 bring extra risk?
57:12
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On this week's show: What should (and should not) guide your investment decisions. Language that should be a red flag with your financial advisor. What your end of the year meeting should be addressing. What to consider when retiring early. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebo…
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2857: Why Does Anyone Invest In Expensive Funds? by Kevin Ha of Financial Panther on Index Fund Investing
13:06
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2857: Kevin Ha of FinancialPanther.com explores why people still invest in expensive mutual funds despite the availability of cheaper alternatives. He reveals that a lack of financial literacy …
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How Kids and Grandkids Influence Retirement Planning
21:58
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Many people value family and family relationships more than anything. So on this episode, we discuss a number of ways that kids and grandkids can end up influencing retirement plans. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or v…
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Family Matters Related to Money
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Most people are focused on their family when it comes to planning, and there are some primary issues that need to be addressed ahead of time. In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® joins the show to tackle critical issues head-on. This episode offers a wealth of knowledge on managing finances in challenging times…
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Sound Sleep Equals Good Health
45:44
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Spherehead Pillow with Alizah Josette- Grandpa Bill's world of holistic healing, personal stories, and a touch of humor on my YouTube channel @billholt8792. Discover informative videos on natural remedies, healthy living, and inspiring anecdotes. Today Grandpa Bill Asks: What health challenges have you overcome with the help of natural remedies? Sh…
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PPR 148_ Fixing A Retirement Withdrawal Plan
26:57
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26:57
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Circadian Wisdom Ep. 10 - Stephen Bennett, Chief Scientist @ The Demex Group
19:13
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On this episode of Circadian Wisdom, we interview Stephen Bennett, Chief Scientist at the Demex Group, which focuses on convective storm modeling to support insurance, reinsurance, and brokerage firms. As CIRCAD gears up for its Atlanta summit early next week, we invite you to listen to this long-form episode, hosted by CIRCAD's William N. Ferris, …
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Lessons on Risk – Episode 14
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On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Patrick Marcinko, CFP®, to define risk and how it plays a part in the investment and financial planning choices you can make. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION Past performance is no guarant…
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2856: Best Retirement Advice from Retirees: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired by Bud Hebeler
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2856: Bud Hebeler shares eight invaluable retirement tips gleaned from his own 27 years of retirement, emphasizing the power of compounding, professional advice, careful allocation, and living …
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Get the Facts on Social Security - September 1, 2024
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Alan and Troy revisit one of the most popular government programs for retirement, Social Security. It's more complicated than it appears on the surface, and the guys take you through the most basic aspects of the program and how you can use it to obtain the most benefits for your situation.Von Alan Mercurio
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PPR 149_ The Ultimate Retirement Income Move
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
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303: Why $100K is Key to Becoming a Millionaire
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Johnny and Derek break down the power of compound interest in this back to basics reminder episode. They cover why getting to $100K in investments is a huge milestone in the path to becoming a millionaire. They give real life examples of how fast your wealth can grow when you stay focused and don't pull out your investments on frivolous expenses. S…
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Lessons to Getting to a Profitable Laundromat Business - Episode 89 (Classic Episode)
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We are joined by Jordan Berry, a laundromat business owner with nearly a decade of experience in the industry. Jordan shares his journey from being a pastor to venturing into the laundromat business. He shares his initial challenges with the first laundromat acquisition, including buying a fixer-upper that didn't meet the promised numbers. Jordan a…
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Importance of the Behavioral Approach to Wealth Management & Financial Planning
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Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing. Here’s what we discuss in this episode: 0:00 – Intro 0:…
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Tailoring Your Financial Jersey for a Perfect Retirement Fit
22:27
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Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail from numbers to names can define your financial future. Visit us online: https://blackoakam.com/ Get in touch with the Black Oak team: https://blackoakam.com/contact-us/ Get more financial education on our YouTube Channel: https://bit.l…
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Navigating Spousal Disagreements in Retirement Planning
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Inside a marriage, retirement planning is a journey that ideally involves both partners working together towards a common goal. However, as with any significant life decision, disagreements can arise. Eric sheds light on some of the most common spousal disagreements regarding retirement and offers practical advice on how to navigate them. Here’s so…
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Common Complaints Around Financial Advising
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When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors. Here’s some of what we discuss in this episode: Making sure …
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6: Mutual Funds – Pathway to Financial Growth!
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Mutual Funds – Pathway to Financial Growth is a guide designed to demystify the world of mutual funds, making investing accessible to everyone. This comprehensive overview covers the fundamentals of mutual funds, explaining how they pool money from multiple investors to create a diversified portfolio of stocks, bonds, or other securities. Managed b…
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2855: Umbrella Insurance Policy by Jeff Rose of Good Financial Cents on Personal Financial Planning
12:41
12:41
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2855: Jeff Rose's article on GoodFinancialCents.com reveals how an umbrella insurance policy, often misconceived as a luxury for the wealthy, offers essential financial protection by covering g…
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Gracefully and Frankly Episode 89
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31:57
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In Ep 89 we ask would you PAY to attend a wedding? Lisa's cheese dreams have almost come true but at one store chain they're locking up the fromage! You've heard of the Bucket List; this list rhymes with bucket but it's things you would NEVER do again! All that and more FREE thanks to EnVyPillow.com and SierraSil.com. #cheese #podcast #queenagers #…
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Estate Planning 101: What to Do With Your Home
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Your home is more than just a roof over your head; it’s a treasure trove of memories and emotions. As you consider your estate planning, it’s essential to think about how to pass this cherished asset on to your heirs. The Friends Talk Money team dives into the heart of estate planning and explores all your options for your most emotional asset—your…
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