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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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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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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Investment ideas and strategies for those in or near retirement. Stocks, Bonds, money market funds, Treasury Inflation-Protected securities, TIPs, life insurance, 401k, IRA, Roth IRA, Pensions, social security all covered.
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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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Discover stories from real people who are living out their definition of a secure retirement.
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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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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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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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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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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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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 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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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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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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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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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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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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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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Retire Smarter
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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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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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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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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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The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of 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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The Make Retirement Great Podcast is your go-to resource for creating a retirement that truly excites you. If you’re ready to simplify retirement planning and learn proven strategies that lead to financial confidence and peace of mind, you’re in the right place. Each week, we’ll dive deep into essential retirement topics, including investment strategies, tax optimization, income withdrawal techniques, Social Security benefits, Medicare and insurance planning, and more. Retirement doesn’t hav ...
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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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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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A top retirement podcast and longevity planning podcast. Dr. Dorian Mintzer, M.S.W., Ph.D., Board Certified Coach, and Certified Professional Retirement Coach, guides you on how to revolutionize all aspects of your retirement transition. This podcast will teach you how to retire with joy and confidence, ready to live the fullest in the second half of your life. In this podcast, Dr. Mintzer interviews a wide variety of experts in various areas of retirement and longevity planning, spanning th ...
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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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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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The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
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Your retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
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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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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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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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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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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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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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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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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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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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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Mastering Retirement Income Strategies
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17:27In this conversation, Damon Roberts and Matt Deaton discuss the intricacies of retirement income planning, emphasizing the importance of sustainable income rather than merely growing assets. They highlight common mistakes retirees make, such as maintaining aggressive investment strategies and the need for a comprehensive financial plan that include…
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Social Security...from job cuts to taxes, what you need to know.
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1:20:27In this episode, Grant and Bill discuss Social Security, your net worth, and retirement as a new beginning.Autor: Grant Dorhout
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Will your next phase be your time? If you’re a people-pleaser, or know someone who is, you’ll want to hear from Hailey Magee, author of Stop People Pleasing and Find Your Power. It’s time to set better boundaries, advocate for your needs and priorities and start living the life you’ve imagined. Hailey Magee joins us from Seattle. __________________…
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How To Instill Financial Values In Children
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19:23Financial literacy starts at home, but teaching kids can be challenging when they develop an abundance mindset and spend everything they make. We explore effective strategies for engaging young people with money concepts by connecting to their existing interests rather than lecturing them about financial terms. • Growing up around money doesn't aut…
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Retiring Without Retiring: What are Hybrid & Mini Retirements?
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23:32In this episode, financial advisors Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the emerging trends of hybrid and mini retirements. They explain how many people are now opting to work fewer hours as they age, gradually easing into retirement, or taking extended breaks during their careers for personal fulfillment. The hosts outli…
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Navigating International Tax Waters with Renato Baccaro
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26:07This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? …
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Words have a way of sometimes getting us into trouble; take the word waffling. Now that word has a negative connotation. No question about it. However, it might indicate a pause in the mind to consider or think of alternatives.Autor: Del Lowery
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WORST SUGAR DADDY OFFER EVER?! | EP 4
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1:01:07Join us as we laugh together over our wild Would You Rather and Never Have I Ever answers, dive into the latest Oscar buzz, and dish out advice on fan questions! Episode Highlights 00:00 Intro 00:33 Never Have I Ever 14:38 Would you rather? 32:57 Current Events - The Oscars 47:53 Call in/Listener questions WE'RE ON: TIKTOK: https://www.tiktok.com/@…
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2025-03-16 Retirement Lifestyle Advocates Radio w/ Harry Dent
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43:55Economist and best-selling author Harry Dent joins Dennis Tubbergen on RLA Radio to discuss his economic predictions and analysis. Dent, known for his accurate forecasts, explains his methodology, which includes demographic spending cycles and technology innovation cycles. He warns of an impending economic downturn, predicting significant declines …
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Are you allowing temptations to jeopardize your retirement? On this episode, we discuss several financial temptations that can sometimes stymie 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 visit ScheduleSomeTime…
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The Retirement Mindset Shift with Lindsay Troxell
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1:07:54Episode Summary Retirement isn’t just a financial transition, it’s a psychological and emotional one, too. In this episode of Humans vs. Retirement, I sit down with Lindsay Troxell, a coach and life planner who has been at the forefront of shifting the financial industry’s focus toward a more human-first approach. Lindsay shares powerful insights o…
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Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
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1:19:10Jim and Chris answer listener questions on Social Security records, GPO, QCD timing, annuity costs, and excess IRA contributions. (10:30) Georgette asks about fixing gaps in her Social Security record. (19:30) The guys discuss how a listener’s spousal Social Security benefits work after the repeal of GPO. (28:30) George seeks clarification on the t…
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449 Expert Investing Insights with Eduardo Repetto, Ph.D. Avantis Investors
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58:18I’m so glad you’re joining me for episode 449, where I have the privilege of interviewing Eduardo Repetto, Chief Investment Officer at Avantis. In today’s episode, we dive into recent market volatility, Warren Buffett’s growing cash reserves, and the investment philosophy behind Avantis Investors. To find links and resources mentioned in today's po…
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Spring Clean Your Retirement Plan: Part I
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24:23We explore several strategies for spring cleaning your retirement plan. Retirement planning deserves regular attention and adjustments as your life circumstances and the economic landscape evolve. • Reviewing retirement accounts regularly to check balances, investment allocations, and risk levels based on your age • Considering contribution limits …
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In this episode of the Kingsguard Capital Retirement Wars podcast, hosts Joseph and Kris Cervinca discuss essential strategies for retirement planning, focusing on understanding different types of accounts, navigating required minimum distributions (RMDs), and exploring tax-free strategies to optimize retirement income. They emphasize the importanc…
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Stock Market Drops—Should You Be Worried? (ep.119)
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35:08In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk tackle the latest market pullback and what it means for investors. Is this a normal correction, or are we headed for something bigger? More importantly—what should you do (or NOT do) right now? 🔍 Here’s what we cover: 📉 Why the market is down & what’…
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Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Security?
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4:53Rosemary’s husband is scaling back to 32 hours a week as part of his transition plan before switching careers. With Social Security in mind, she asks: Will this reduced income impact their future benefits? In this episode, we break down how Social Security calculates benefits, whether lower earnings in the final working years can reduce your check,…
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Ep # 132: Work, Wealth & Well-Being: The New Retirement Mindset with Chris Farrell
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34:25Joe speaks with journalist and economist Chris Farrell to challenge traditional retirement thinking. They examine working in retirement, the purpose and paycheque balance, and why staying engaged later in life is about more than just financial security. Chris shares insights from his books, including how entrepreneurship after 50 is thriving, how e…
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What Game Night Can Teach Us About Financial Planning
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11:13What do Monopoly, Trivial Pursuit, Candy Land, and Risk have in common with retirement planning? More than you might think! In this episode, Eric breaks down the surprising financial lessons hidden in classic board games, offering valuable insights to help you navigate your retirement strategy. From the asset management lessons of Monopoly to the s…
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Do Smart Investors Need to Work With a Financial Advisor?
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13:24If you've successfully managed your own investments for years, do you really need a financial advisor? Many DIY investors see it as an unnecessary expense, but as you approach retirement, it might be time to enlist the help of someone to help you with the other areas of retirement? Today we’ll tackle this common question and explains how advisors a…
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Utilizing tax strategies to minimize tax liabilities.
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20:28In this conversation, John Blanchard discusses various strategies for retirement planning, focusing on tax efficiency, investment strategies, and the importance of understanding market volatility and longevity risk. He emphasizes the need for comprehensive planning to ensure financial security in retirement. Get to know John and schedule a complime…
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#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
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1:29:19Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:42 ) Pros and cons of Treasury Inflation Protected Securities, or TIPS ( 21:32 ) Whether or not to hold international stock…
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Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
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9:58In this episode, I share the two Roth IRA 5-year rules that you should know about. Additionally, I provide a HUGE tip that will help you out when doing Roth conversions in retirement. (Most people don't know this) 👉 Book a call with me: https://www.rivertreewealth.com/get-started Submit your question here: https://www.rivertreewealth.com/ask-a-ques…
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FIRE vs. DIRE: Two Different Retirement Strategies – Which One is Right for You?
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7:18Should you retire early and embrace financial independence (FIRE), or delay retirement and maximize benefits (DIRE)? In this episode, Miguel Gonzalez, CRC®, breaks down the pros and cons of both strategies to help you make an informed decision about your future. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…
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How to Retire and Be Reasonably Happy with Paul Ollinger
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26:39Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction. From growing up in a Depression-era mindset to retiring early to becoming an author and full-time comedian, Paul Ollinger’s story is quite a journey. On this week’s episode of “Retirement Revealed,” Paul joins the s…
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Your Roth IRA Could be Locked For 5 Years. Here's Why
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12:28Roth IRAs are a great way to build tax-free retirement income—but the withdrawal rules can be tricky. In this video, I’ll break down the five-year rules, how contributions, conversions, and growth are treated, and smart strategies to avoid unnecessary taxes. Understanding these rules can help you make the most of your Roth IRA and keep more of your…
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103: Tariffs, Inflation and the Debt Bubble: Examining Market Trends in 2025
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28:44Market uncertainty continues to dominate headlines in 2025. With inflation, rising debt, tariffs, and economic policies creating a ripple effect, how will these factors shape the financial future for investors and retirees? In this episode, Ed and LeAnne Siddell break down the latest market trends, including the disconnect between Wall Street and M…
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In this episode of Your Retirement Radio, Kevin Madden discusses the importance of understanding your 401K holdings, the necessity of diversification, and common financial mistakes people make regarding their retirement plans. He emphasizes the critical need for estate planning and the benefits of annuities in today's market, encouraging listeners …
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Mike Riedmiller talks about the importance of taking advantage of current low tax rates, particularly through strategies like Roth conversions. He emphasizes the need for proactive financial planning to avoid common pitfalls in retirement, such as neglecting customized financial plans and underestimating future medical costs. To schedule your compl…
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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the valu…
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[Reduction in Force] Part 22: How Can I Access My Thrift Savings Plan (TSP)?
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9:02ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow federal employees to take from their TSP at various ages if they are RIF’ed. 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 withdrawals prior to age 59 ½ …
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# 152 Taxes and Backdoor Roth Conversions
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51:28Questions 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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Send us a text Brian Akers and Paul Franco discuss the importance of financial planning in retirement. They address common questions such as when to retire, whether one has enough income, tax planning, and investment strategies. They emphasize the need for a comprehensive financial plan tailored to individual circumstances. Akers highlights the sig…
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Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?
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37:26Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and a new Administration shaping retirement policy in 2025. Both Mindset and the Groom Law Group are general supporters of the Center for Retirement Initiatives. The views and opinions expressed …
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For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. In this show, we discuss the benefits of taking on side gigs during retirement and explore five practical ideas that can help retirees stay engaged and financially secure. Here’s what we discuss in t…
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Morningstar recently published its annual "State of Retirement Income" research report. This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯 In this episode, you'll learn: ► How researchers arrive at different recommended withdrawal rates ► Why popular withdrawal strategies are (likely) too conservative ► 3 pr…
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What Do Proposed Tariffs Mean For Your Portfolio?
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26:05The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs. Show Notes & Info:…
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Preparing for Life After a Career Change
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16:22It’s been a tumultuous start to 2025 in the job market as layoffs are happening across a number of different sectors. No matter how you feel about the state of things, it’s important to take the necessary steps to prepare if you’re worried about that possibility. We’re going to pull insights from the book Upgrade Your Path by Melissa Ceballos, PHR,…
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Today is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios. Thanks for listen…
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How the Three Stages of Your Financial Life Can Drive Your Retirement
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8:22How the Three Stages of Your Financial Life Can Drive Your Retirement Did you know there are three stages to your financial life? They are called accumulation, preservation and distribution. The first two – saving and safeguarding money – feed into the third, which funds your retirement. In this episode of Countdown to Retirement, Gregg MacInnis ex…
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Build Your Resilience to Bounce Forward with Dorian Mintzer and Eileen Caroscio
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1:03:20Send us a text Change happens! Are you ready for what may appear on your horizon in midlife and beyond? Eileen Caroscio will present 3 key strategic ways to navigate those changes and bounce forward from the book, Midlife New Life: Living Consciously in Midlife and Beyond. Eileen's father died suddenly when she was a teenager. This made her realize…
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036: Planning for the Future of Taxes & Timeless Advice
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52:00In this episode of the "Own Your Retirement Show," hosts Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, delve into the intricacies of retirement planning and the impact of taxation. Josh shares personal anecdotes about family trips and sledding adventures, highlighting the importance of creating lasting memories. They discuss the …
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What Are Tariffs, and Will They Affect Me?
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18:35Are tariffs about to hit your wallet and your investment portfolio? In this episode of Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly what tariffs are, how they work, and most importantly—what they mean for your retirement savings and day-to-day expenses. From the latest moves by the U.S., China, Canada, and Mexico to expert opinions…
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Understanding The Basics of Funeral Insurance
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20:42Ready to tackle a topic many avoid but everyone needs to understand? In this episode of Talking Retirement, we sit down with funeral insurance expert Jo Gallo to demystify this essential part of end-of-life planning. Jo breaks down the fundamentals of funeral insurance, explains how policies work, discusses average costs, and shares valuable insigh…
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Hedge Fund Strategy You Can Use To Buy Stocks at a Huge Discount
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7:20Buying a public utility stock as it emerges from Bankruptcy can yield large gains while taking minimal risk. When stocks emerge from bankruptcy most institutional buyers, with the exception of hedge funds, cannot buy the security until it has been relisted to the NYSE or Nasdaq and has been added to the relevant index. This presents an opportunity …
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Plan for Life Surprises: Retirement Strategies Unveiled
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25:56Retirement is a time for relaxation and enjoyment, but what happens when life's unexpected events disrupt your plans? In this episode, April Schoen guides you through crucial strategies to financially prepare for unexpected retirement events. In this episode, you’ll discover: The real-life impact of health-related surprises and how to plan for them…
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What to Look For in 2025 - February 23, 2025
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52:03Alan and Troy take a look ahead at what to expect for the bulk of this year, including what could happen with taxes, inflation and Social Security. Then they revisit how to craft a legacy plan specific to your family's needs and goals on passing things to the next generation.Autor: Alan Mercurio
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