A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Podcast by Retirement Lifestyle Advocates
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Podcast by B.O.S.S. Retirement Solutions
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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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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Discover stories from real people who are living out their definition of a secure retirement.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Podcast by Mark Falter
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Retire Smarter
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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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The Retirement House Podcast is hosted by a group of six senior citizens that have become a viral sensation across social media. The group is made of working actors that never gave up on their dreams and became breakout stars in their 70s and 80s - through TikTok nonetheless. They’ve become a group of best friends full of life, laughs, and roasts. This is not an ordinary podcast, and this is not an ordinary group of seniors!
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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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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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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... a holistic lifestyle to build & preserve wealth
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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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 ...
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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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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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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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 ...
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
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Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We’re talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we’ll be talking about is to highlight the ...
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement.
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The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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End of World postponed for 30 days 250206
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18:34Episode 462: The Media is breathlessly reporting terrifying news about tariffs, executive orders, DeepSeek and anything else that can be detrimental to the stock market. But you know what? The Dow Jones Industrial average is up over 5% year to date. And better than that, performance is expanding beyond the dozen stocks that had been driving the ral…
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Embracing the Silver Tsunami: How Retirees are Reshaping Society and Healthcare
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24:49The episode delves into the implications of the Silver Tsunami as baby boomers begin retiring en masse, examining demographics, healthcare costs, and the wealth transfer that will impact future generations. Effective retirement planning is crucial to navigating the shifting landscape shaped by this demographic shift. • Discussion on baby boomers an…
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Root Talks: What Does Vanguard Say About Financial Advisors?
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32:46Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers. Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about thei…
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Inbox Questions | Why Use Your IRA First for Long-Term Care Expenses?
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21:37In this episode, we tackle Richard’s question about why it might make sense to use IRA (non-Roth) accounts first to pay for long-term care expenses. We’ll explain the reasoning behind this strategy, including the tax implications, potential benefits for your overall financial plan, and how it fits into managing your retirement assets. If you’re thi…
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Is Your Retirement Based on Wishful Thinking?
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11:50Retirement is often viewed as a golden era of relaxation and enjoyment, but it can also be riddled with misconceptions that can lead to financial pitfalls. Many people fall into the trap of wishful thinking when it comes to what they expect will happen in retirement, but a successful retirement isn’t built on hope and assumptions. In this episode, …
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The Snowbird Retirement: Is a Seasonal Move Right for You?
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9:40Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if…
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5 Financial Mistakes to Avoid in Your 60s
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12:29Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade. As you approach retirement, it's essential to navigate these pitfalls to secure your financial future. We’ll be discussing the importance of retirement pla…
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Breaking: How Long Will $1 Million Last In Illinois?
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14:25For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too littl…
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Ep #127: Retirement Unfiltered: Lessons from the Retirement Journey with David Warren
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48:49Joe interviews David Warren, a retiree with decades of experience in business and personal finance, about his journey through retirement. David shares insights from his phased transition into retirement, emphasizing the importance of staying active, maintaining relationships, and adapting to life’s unexpected challenges, including significant healt…
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For Canadian Eyes Only (bonus episode!)
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25:09Listen in to this BONUS episode as Canadian CFP and host of the Your Retirement Planning Simplified Podcast, Joe Curry, interviews me (Benjamin) about: The non-financial aspects of retirement planning Shifting from a scarcity to an abundance mindset Retiring to something rather than from something and embracing creativity to design a fulfilling pos…
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Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement. While it may be tempting to aim for high returns, a strategy focused on steady, incremental growth is often the key to lasting success. In this ep…
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#137 - 7 scenarios where it might be beneficial to do Roth conversions
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53:08Andy discussed seven common scenarios where it might be beneficial to do Roth conversions: You know your income now is much lower than it will be in the future You're married (and may eventually be single) You have large pre-tax accounts Your eventual heirs are likely to be in higher tax situations than you currently are Your plan on moving to a st…
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What the IRS Doesn’t Want You to Know About Your Taxes in Retirement
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39:58There are some things the IRS DOESN’T want you to know about your taxes in retirement. And they could needlessly cost you a fortune! Air Date: 2/8/25Autor: B.O.S.S. Retirement Solutions
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529 Plans Explained: Tax Benefits & Savings Strategies
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6:53Discover everything you need to know about 529 plans—how they help fund education, provide tax benefits, and act as a wealth transfer tool. Join Miguel Gonzalez, CRC, for insights that can impact your family’s future. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets …
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Retirement Life After Public Service – Dream or Nightmare!?!
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29:27Learn how to find meaning and purpose in retirement after a life in public service with retired librarian and current retirement coach Susan Hawk Schneider. For most, retirement is a release from the necessity of a job that paid your way through the life you and your family desired. For people who dedicated their working lives to jobs in public ser…
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💬 Show Notes In this episode, we explore the complexities of retirement planning amidst a rapidly changing economic landscape. Join us as we discuss the importance of having a structured decision-making process and avoiding unforced errors that could jeopardize your financial future. We also share insights on how to navigate uncertainty in the mark…
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A Discussion on Simplified Retirement Planning: EDU #2506
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59:20While Jim is at a conference, Jake joins Chris to discuss a listener’s simplified retirement planning approach. They examine their straightforward strategy, focusing on key points like living within your means, how finances often simplify in the mid-70s after covering the Minimum Dignity Floor, and the impact of passing the delay period for larger …
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16. REVEAL Conversations with Anita Baker
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58:07Opportunities emerge through meaningful conversations with those who truly understand you. REVEAL conversations provide guided discussions that encourage exploration, bring clarity, and support smarter decision-making. Anita shares how she collaborates with teams, organizations, entrepreneurs, and individuals in transition to help them gain valuabl…
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[Deferred Resignation] Part 9: How to Access TSP (but Beware of the Penalties)
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8:40ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow you to take from your TSP at various ages (and if you’re allowed to access TSP between now and 9/30). KEY TAKEAWAYS: How do employees access TSP after they have separated (resigned or retired) How long employees have to wait take withdrawals from TSP What penalties may apply to withd…
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The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
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22:54The Backdoor Roth might be the greatest tax loophole for high income individuals… But 99% of people have no idea how to do it correctly. So, in this episode, I’m going to tell you exactly how to do a backdoor Roth contribution without messing it up. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbe…
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In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. Th…
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How Could Higher Interest Rates Help Your Retirement Plan?
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7:03Mike Riedmiller highlights the challenges investors face due to mixed messages in the media and emphasizes the importance of a structured planning process to navigate financial uncertainties. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretirementradio.com Mike Riedmiller, President of Riedmiller …
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Creating a Clear Retirement Roadmap Do you get irritated when another driver doesn’t use their turn signal? The same can be true in your retirement planning. In this case, your turn signal begins with a retirement vision with many details to follow. In this episode of Countdown to Retirement, Gregg MacInnis brings up four important points to reach …
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Kevin discusses the importance of preparing for retirement, especially in light of potential layoffs and company changes. He emphasizes the need for individuals to understand their financial situation, including retirement income sources and the significance of having a well-organized financial plan. The discussion also covers strategies for ensuri…
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Retirement Strategies for Every Saver
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18:06John Blanchard discusses various aspects of retirement planning, including the myths surrounding retirement savings, the importance of tax strategies, and how to navigate current market conditions. He emphasizes the need for a dynamic retirement plan that adapts to changing circumstances and highlights opportunities for tax efficiency and investmen…
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Transforming Your Space How Organization Enhances Joy and Reduces Chaos
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24:46In this episode of the "Rock Your Retirement" podcast, host Kathe Kline and long term guest Barbara Mock delve into the transformative power of organization. The conversation begins with Barbara sharing her recent accomplishments in organizing her home, particularly her closet. As she walks into her newly organized space, she describes the happines…
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What’s the current stage of retirement and aging in the US? And how did we get here? James Chappel discusses his new book Golden Years: How Americans Invented and Reinvented Old Age, the impact of The Gray Panthers and why The Golden Girls is “the most important TV show in the history of American aging.” James Chappel joins us from Durham, North Ca…
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Tax Pain Can Be Your Gain with Samantha Russell
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31:52To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the i…
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Imagine retiring and moving to Mexico. Last year I met this guy in Vancouver who was off to join his retired friend in Puerto Vallarta. The friend was living out his retirement dream. He was running a school for dump children at the city dump in Puerto Vallarta.Autor: Del Lowery
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Join us as grandparents share their take on Forrest Gump. The Oscar-winning film that blends history, romance, and unforgettable moments. From Forrest’s iconic one-liners to his incredible journey through American history, we discuss why this movie remains a fan favorite decades later. WE'RE ON: TIKTOK: https://www.tiktok.com/@retirementhouse INSTA…
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2025-02-02 Retirement Lifestyle Advocates Radio w/ Michael Pento
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42:58Dennis Tubbergen hosts RLA Radio with guest Michael Pento, a financial expert and host of the Mid-Week Reality Check podcast. They discuss the inefficacy of the proposed Department of Government Efficiency and skepticism about significant government spending cuts. Pento critiques the Federal Reserve's interest rate policies and predicts a potential…
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No Compromise Retirement - Estate Planning 101
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In this new episode of the Retirement Power Hour, Joe Allaria, CFP®, & Jay Waters break down how financial "experts" consistently make incorrect market predictions. They highlight key misses from 2024, including false recession calls, incorrect volatility forecasts, and failed AI bubble predictions. The takeaway? Ignore the noise, focus on a strate…
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Lessons & Insights From a REAL Retirement Journey with Julian Hince
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1:03:04Summary Welcome to a very special episode 72 of The Humans vs Retirement Podcast… Why is it special I hear you say… Well, its special because it’s a real retirement story and journey as I have a conversation with my wonderful client Julian Hince. Whilst I love bringing expert opinions to you I think nothing hits home and resonates more than a real …
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2025 Market Preview – Fires, Inflation, and AI’s Role in the Economy (Ep. 116)
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45:28In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk dive into what 2025 has in store for the economy, markets, and retirement planning. From navigating California’s devastating wildfires to discussing inflationary trends and the impact of AI on technology and investments, this conversation is packed w…
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3 Ways to Reduce Medicare IRMAA (Now and in the Future!)
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21:20Worried about Medicare IRMAA eating into your retirement savings? Whether you're 10+ years away from Medicare or already enrolled, this episode will help you navigate this pesky surcharge and protect your retirement savings. Key topics covered: ► Updated 2025 IRMAA brackets ► Answers to common planning questions ► 3 strategies to minimize (or avoid…
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Dead Parents, What Now? - Becky Robison
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49:45Becky Robison is a writer who created deadparentswhatnow.com. The website is a resource for those going through the intense process of dealing with their parents passing. Her trademark gallows humor with the subject has garnered her guest spots in Business Insider, WNYC, Salon and more! Listen to the podcast on Spotify, Apple Podcasts, and more! Se…
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072: Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard
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39:35Bitcoin and digital assets are among the most debated, complex, and controversial asset classes on the market today. Despite being a polarizing topic, nobody can deny their growing importance in global finance and even in Trump's administration in the White House. That's why we're thrilled to have Ryan Lessard, a Digital Asset Strategist from Fidel…
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Key Tax Tips Every FRS Member Should Know
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22:52Taxes might be daunting, but mastering them can mean thousands more for your golden years! In this essential episode, April Schoen dives deep into tax strategies specifically designed for Florida Retirement System (FRS) members. Discover how expert tax planning could unlock more wealth and flexibility than you ever imagined for your retirement. You…
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446 Understanding WEP and GPO: What the New Law Means for Social Security
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17:46Big changes are on the horizon for retirees impacted by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The Social Security Fairness Act, signed into law on January 5, 2025, is expected to increase benefits for millions of retirees while introducing new challenges for the Social Security system. In todays podcast, I wi…
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In this episode I discuss Data Center Reits. These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends. Data Center Reits are designed for growth. With the push into AI, the growth of this sector is going to continue. This is a way to make an investment in tech. infrastructure.…
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#150 Eliminate Taxes on Social Security Benefits? Windfall Elimination Provision Eliminated!! LA Fires and Insurance Issues
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51:16Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.PatrickMcNally.com Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_Mc…
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101: Steve Forbes on Tax Cuts, Fed Reform and Deregulation to Stimulate the Economic Revival
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37:28Taxes. Inflation. Economic uncertainty. If you’re approaching retirement, these aren’t just headlines—they’re real concerns that could impact your financial future. And that’s why I’m thrilled to welcome Steve Forbes back on the podcast to get his take on tax policies and the economy with the incoming administration. Steve Forbes is the Chairman an…
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What Does A Republican Controlled Government Mean for Retirement - January 19, 2025
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52:04Alan and Troy take a look at the new Trump administration and discuss what could happen with taxes, government spending and other financial factors going forward. They also revisit how slow progress in your financial plan can help bring the kind of growth you need for your plan in the long run.Autor: Alan Mercurio
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031: 2025 Plans & Resolutions + The Twin Threats of Taxes & Inflation
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52:00The "Own Your Retirement Show," hosted by Josh Bretl and Mark Elliott, dives deep into financial planning strategies designed to help individuals prepare for a successful retirement. This episode kicks off with the hosts catching up on memorable holiday experiences, including Josh's exciting family trip to a Chicago Bulls game. While reminiscing ab…
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Do you have a “Money Mindset” that is holding you back financially? On this episode, we discuss several “Money Mindsets” that can sometimes create difficulties and a few different ways to think about them that we hope will be helpful going forward. Glenn is available for in person and online meetings if you'd like to discuss or strategize about you…
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