Najlepsze podcasty z kategorii: Retirement Investing (2025)

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Comparative Advantage Market Forces 250215 25:21

18h ago25:21

25:21

Episode 463: Ignore the contemporary arguments about free trade. There is no free trade. What there is, is government policies that attempt to distort market forces. Tariffs are in the news, but deregulation will trump Trump’s tariffs. In this episode we’ll discuss how market forces are defined by comparative advantage. And I’d encourage you to thi…

1
Alabama’s Real Estate Boom: Top Markets & Investment Strategies for 2025 30:02

6d ago30:02

30:02

This episode is sponsored by… NCH: Set up an LLC to protect your investments! – https://nchinc.com/rtr TARDUS: Get expert financial education and build your Income Snowball at https://renttoretirement.com/tarduswealth AVAIL, BY REALTOR.COM: Manage your properties with the all-in-one platform for landlords! https://avail.co/renttoretirement 🏡 Why Al…

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Step-by-Step Guide To Withdrawing Retirement Income 17:27

6d ago17:27

17:27

This episode explores essential strategies for effective retirement withdrawals, emphasizing the importance of minimizing tax liabilities while maximizing fund growth. Listeners gain valuable insights into withdrawal frameworks, tax implications, and the role of technology in planning for a secure retirement. • Understanding income and tax strategi…

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End of World postponed for 30 days 250206 18:34

10d ago18:34

18:34

Episode 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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Ohio Real Estate: The Hidden Goldmine for Cash Flow & Appreciation! 💰🏡 33:28

13d ago33:28

33:28

This episode is sponsored by… CONNECT INVEST: Earn returns up to 9% with as little as $500! https://connectinvest.com/rtr NCH: Set up an LLC to protect your investments! – https://nchinc.com/rtr TARDUS: Get expert financial education and build your Income Snowball at https://renttoretirement.com/tarduswealth REALSOURCE RESIDENTIAL: Invest in multif…

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The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?) 14:38

13d ago14:38

14:38

The episode explores the intersection of financial decisions and emotional well-being through personal stories. It addresses the dilemma between paying off a mortgage and investing extra capital while emphasizing the importance of confidence in navigating retirement planning. • The dentist's journey inspires a discussion on the importance of financ…

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How Does Root Differ From Traditional Financial Firms? 27:41

17d ago27:41

27:41

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture pri…

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How Do We Build The Best Team In The Financial Industry? 24:48

17d ago24:48

24:48

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the p…

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Root's New Community Is Coming! (EXCITING UPDATE) 15:49

17d ago15:49

15:49

Join the new Root Collective HERE! Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make reti…

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DeepSeek good for EVERYONE but ChatGPT 250128 19:21

19d ago19:21

19:21

Episode 461: Some of the kneejerk reaction to DeepSeek has already subsided but I want to make the point that advances in disruptive technology is ALWAYS a good thing and shouldn’t come as a surprise. If DeepSeek is as good as they say, then it will dramatically increase the adoption of AI and strain the electrical grid faster than anticipated. Jus…

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Mastering Short-Term Rentals: Tax Benefits, Market Trends & Success Tips for 2025! 38:38

20d ago38:38

38:38

This episode is sponsored by… ⁠CONNECT INVEST:⁠ ⁠Earn returns up to 9% with as little as $500! https://connectinvest.com/rtr⁠ ⁠NCH:⁠ ⁠Set up an LLC to protect your investments! – https://nchinc.com/rtr⁠ ⁠TARDUS:⁠ ⁠Get expert financial education and build your Income Snowball at https://renttoretirement.com/tarduswealth⁠ AVAIL, BY REALTOR.COM: Manag…

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How Much Should I Be Saving To Retire Early? 15:30

20d ago15:30

15:30

Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and investment strategies. By utilizing tools like the time value of money calculator, you can explore different scenarios to assess how to optimize your financial plan for retirement. • The importance of the …

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Beyond AI … nuts & bolts of the economy 250126 28:36

21d ago28:36

28:36

Episode 460: In this episode I discuss over 50 stocks that I own and believe will benefit from the convergence of the secular trend of technology merging with manufacturing. We’re in a USA manufacturing renaissance. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…

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Kickstart 2025: Real Estate Goals, Market Insights, & New Year Strategies 33:58

26d ago33:58

33:58

This episode is sponsored by… NCH: Set up an LLC to protect your investments! – https://nchinc.com/rtr CONNECT INVEST: Earn returns up to 9% with as little as $500! https://connectinvest.com/rtr AVAIL, BY REALTOR.COM: Manage your properties with the all-in-one platform for landlords! https://avail.co/renttoretirement 🎉 Welcome to 2025! Join Adam Sc…

1
A Complete Guide To Long-Term Care 15:05

27d ago15:05

15:05

Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…

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You Don't Need A Tax Preparer. You Need A Tax Planner. 15:42

1M ago15:42

15:42

This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to…

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Here's How To Live A Retirement Without Anxiety 22:13

1M ago22:13

22:13

Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore the fears surrounding financial security, the mental impacts of excessive frugality, and the regret people feel for not experiencing life fully as they transition into retirement. • Understanding fears…

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How Many Investment Firms Should I Split My Money Between? 21:31

1M ago21:31

21:31

This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration. • Discussing the importance of und…

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Behind The Scenes At Root: A Deep Dive Into Our Business 23:19

1M ago23:19

23:19

We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally. • Discussing…

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Turning Resolutions into Reality with Rent To Retirement Investor Lawrence 44:23

1M ago44:23

44:23

🚀 Start Your New Year Strong! In this inspiring episode, Adam Schroeder and Zach Lemaster sit down with Lawrence, an accomplished investor, to uncover his transformative journey from flipping homes to building a stable, cash-flowing rental portfolio. Discover how he overcame fear, found the right markets, and built a strategy to achieve his long-te…

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Financial Freedom in 5 Years: Liz's Success as a Rent to Retirement Investor 45:44

1M ago45:44

45:44

Simplify Your Real Estate Investing Journey with Expert Support and Turnkey Solutions! Visit https://nchinc.com/rtr to learn more about it! 🌟 In this episode of the Rent To Retirement Podcast, Adam Schroeder and Zach Lemaster are joined by Liz, a driven investor who transitioned from running an HVAC company to building a diversified real estate por…

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7 Steps To Check Off Before Retiring Early 16:29

1M ago16:29

16:29

Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations. • Evaluating how much money you truly need for retirement • Contem…

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How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 14:53

2M ago14:53

14:53

Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic…

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You Won't Believe How This Couple Retired Early With $500k+ 14:39

2M ago14:39

14:39

Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…

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Here's How To Decide When To Turn On Social Security 24:10

2M ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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Master Self-Directed IRAs with uDirect IRA Founder Kaaren Hall 32:31

2M ago32:31

32:31

uDirect IRA: Empowering Rent To Retirement Investors with Self-Directed Wealth Solutions https://udirectira.com/rent-to-retirement 🎙️ Welcome to the Rent To Retirement Podcast! 🎙️ Join hosts Adam Schroeder and Zach Lemaster as they chat with Kaaren Hall, founder of uDirect IRA and author of the new book, Self-Directed IRA Investing: A BiggerPockets…

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Revolutionizing Rental Management: Insights with Hemlane CEO Dana Dunford 🏡💡 52:03

2M ago52:03

52:03

Lear More about NCH: https://nchinc.com/rtr Welcome to another episode of the Rent To Retirement Podcast! 🎙️ Today, hosts Adam Schroeder and Zach Lemaster are joined by the brilliant Dana Dunford, CEO and co-founder of Hemlane. Dive into an eye-opening discussion about the innovative tools and strategies that are transforming property management, m…

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How Do I Invest To Create The Most Income In Retirement? 15:55

2M ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

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INFLATION untamed … good or bad for stocks? 241215 31:13

2M ago31:13

31:13

Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market hasn’t been happy about that. Beyond inflation there are several issues which could impact the stock market early next year, expect a more business friendly environment with less antitrust actions and ro…

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How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

2M ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

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From $0 to $40M: Adam Whitney’s Real Estate Flipping Secrets 34:31

2M ago34:31

34:31

Lear More About AVAIL at https://Avail.co/renttoretirement Lear More About Connect Invest at https://connectinvest.com/rtr 🚀 Welcome to the Rent To Retirement Podcast! 🚀 In this episode, hosts Adam Schroeder and Zach Lemaster are joined by Adam Whitney, CEO of Seven Figure Flipping. Adam shares his incredible journey from active-duty military to ru…

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Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41

2M ago11:41

11:41

This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…

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How Ari & James Met - Here's How Root Was Founded 30:01

2M ago30:01

30:01

Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…

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How Bigger Pockets' Henry Washington Turned Panic into Profit: Mastering Real Estate w/No Money Down 1:02:38

3M ago1:02:38

1:02:38

Learn More about RealSource Residential: https://realsourceresidential.com/rtr Learn More about Connect Invest: https://connectinvest.com/rtr Join Adam Schroeder and Zach Lemaster as they welcome real estate investor Henry Washington to the Rent to Retirement Podcast. In this episode, Henry shares his inspiring journey from a financial panic attack…

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3 Easy Steps For Happiness In Retirement 10:45

3M ago10:45

10:45

Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…

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TRUMP a lot can go WRONG 241128 16:13

3M ago16:13

16:13

Episode 458: Curb your enthusiasm about a Trump Trade because a LOT could go wrong. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————Autor: John Pugliano

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STOP! Consider THIS Before Doing a Roth Conversion 32:25

3M ago32:25

32:25

Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…

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The Ultimate Guide to Real Estate Asset Protection with Nevada Corporate Headquarters 29:36

3M ago29:36

29:36

🏠💼Learn more about Nevada Corporate Headquarters at https://nchinc.com/rtr 🎙️ Welcome to another insightful episode of the Rent To Retirement Podcast! In this episode, hosts Adam Schroeder and Zach Lemaster sit down with Adam Kintigh, an executive corporate analyst at Nevada Corporate Headquarters, to dive deep into real estate asset protection, LL…

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Revolutionizing Property Management: Boost ROI & Streamline Rentals with Avail 36:07

3M ago36:07

36:07

🎯 Start Your Journey to Real Estate Success Today! Click here to unlock your potential: https://bit.ly/3WB2zvN 🏡💼 🎙️ Welcome to the Rent To Retirement Podcast! 🎙️ Hosts Adam Schroeder and Zach Lemaster are joined by special guest Matt Eatherton, Head of Avail, to discuss the game-changing tools available for landlords to simplify property managemen…

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8 Tax Strategies To Consider Before Year-End 23:06

3M ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Join the new Root Collective HERE! (COMMUNITY) Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partn…

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TRUMP love or hate him it’s a trend 241124 17:41

3M ago17:41

17:41

Episode 457: The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers. Since the pandemic, the situation has only gotten worse. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…

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This Is The Danger Of Working One More Year: Goalpost Planning 25:11

3M ago25:11

25:11

Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…

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Building Generational Wealth by Building the Right Team with Rent to Retirement Investor Alex 45:16

3M ago45:16

45:16

💼 Visit https://NCHINC.com/RTR to schedule a FREE Asset Protection and Tax Consultation—plus receive a FREE guide to safeguarding your assets! 🏡 Book your complimentary strategy session with Tardus Wealth Strategies by visiting https://renttoretirement.com/tarduswealth and discover how to optimize your real estate investments! 🌟 In This Episode 🌟 J…

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Mastering Multifamily Investments: Strategies for Success with Mike Madsen 33:37

3M ago33:37

33:37

➡️ Explore RealSource Residential offerings at https://realsourceresidential.com/rtr 📈 Welcome to the Rent to Retirement Podcast! Join hosts Adam Schroeder and Zach Lemaster as they chat with Mike Madsen, VP of Acquisitions and Economics at RealSource Residential. Discover insider strategies for successful multifamily investment, the benefits of ec…

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5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have) 18:37

3M ago18:37

18:37

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …

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How To Discuss Inheritance With Your Parents (with James) 21:40

3M ago21:40

21:40

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retire…

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5 Fun Activities Often Overlooked In Retirement 15:31

3M ago15:31

15:31

What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…

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Learn How to Save Massive Taxes in 2024 Through Real Estate! 1:58:42

3M ago1:58:42

1:58:42

✅ To get started on your path to save thousands in taxes this year, schedule a free consultation with our team Book A Call Here🔑 Welcome back to the Rent To Retirement Podcast! Hosts Adam Schroeder and Zach Lemaster are joined by Amanda and Matt Keystone from Keystone CPA. In this power-packed episode, they cover advanced tax strategies to help rea…

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Special Announcement - NEW SHOW! 9:32

3M ago9:32

9:32

New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email [email protected] "Waitlist" Option 3 - Work With Us Here Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy …

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Good company … overpriced stock 241105 20:13

3M ago20:13

20:13

Episode 456: I think that McDonalds HomeDepot & Costco are good companies but overpriced stocks. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————Autor: John Pugliano

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