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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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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 Awe-Inspired and Retired! Caleb Miller and Riley Anderson of InvestorDNA are helping you understand how to plan for retirement, how to work with a Financial Advisor, finding purpose after retiring, and other retirement planning tips along the way. Be sure to rate and subscribe to Awe-Inspired and Retired on Apple Podcasts, Spotify, or wherever you listen for new episodes every week. https://investordna.ca/
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The Retirement Guide - A Retirement Planning Education Podcast The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode. Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement. In a world of misinformation and sales ...
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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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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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In this episode Chris Hammond goes over some things you can do to put your retirement plan more on auto-pilot. Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=5eGRGwLmz7c…
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We explore the top five non-money mistakes in retirement planning. We look at how retirement isn’t just about financial readiness but also about finding fulfillment and direction in life post-career. We look at the significance of social engagement, staying physically active, maintaining a growth mindset, and transitioning from a savings to a spend…
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Listener Q&A where Andy talks about: How to establish tax residence in a new state, and how to leave tax residence in your old state Carrying over capital loss deductions Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210 When in the tax return season should you file your return Is an advisory fee of 1…
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On this episode of The Retirement Guide, George breaks down the strategy of Roth IRA conversions. Learn the pros and cons of transferring funds from traditional retirement accounts to Roth accounts, including the tax implications. Find out the ideal times for conversions and situations where they may not make sense. Get tips on analyzing future tax…
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Create Your Custom Early Retirement Strategy Here Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking …
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Join Caleb and Riley for episode one of the newly named 8000 days podcast. Resources: https://www.hartfordfunds.com/insights/investor-insight/navigating-longevity/8000-days-of-retirement.html Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google…
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In this episode Chris Hammond goes over some of the reasons you may be disappointed in your portfolio and how comparing it to the wrong benchmark can lead you to make bad decisions. Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.…
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In this podcast episode, hosts Joe Curry and Lindsay Wilson discuss common mistakes in retirement planning, cautioning against relying solely on advice from friends and family who may lack expertise in financial matters. They emphasize the importance of seeking professional guidance tailored to one's unique situation, highlighting scenarios such as…
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is currently in a part-time/transitional work phase leading toward retirement. They talk about a wide array of retirement planning topics such as when Tom started getting serious about retirement p…
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Create Your Custom Early Retirement Strategy Here Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the s…
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Caleb and Riley are joined by Dr. Christina Pierpaoli Parker, PhD, a Board-certified Clinical Psychologist and Director of the Integrated Behavioral Medicine Service at the University of Alabama Birmingham (UAB) specializing in adult and geriatric behavioral medicine. Christina’s thoughts have been featured in The New York Times, Washington Post CN…
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In this video Chris Hammond goes over what he believes is the biggest mistake investors make when they retire and how to overcome this. Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=hJ6MIW1ic7A…
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In this podcast, Dr. Daniel Crosby joins Joseph to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a key bias, emphasizing its role in risk-taking behavior and decision-making. Dr. Crosby advises automating financial processes and seeking professional guidance to bridge the behavior gap. The convers…
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Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement p…
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Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=6VgZJxEH8V8 In this episode Chris Hammond goes over 5 ways to help overcome inertia in your retirement planningAutor: Chris Hammond
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Create Your Custom Early Retirement Strategy Here Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of thei…
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Caleb and Riley are joined by Theoren Fleury, Canadian former professional hockey player, author and motivational speaker. Theo was drafted by the Flames at the 1987 NHL Entry Draft, and played over 1,000 games in the NHL between 1989 and 2003. Theo is not known not just for his electrifying career in the NHL though, but also for his courageous jou…
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In this engaging podcast discussion, the speaker delves into the widespread shift towards subscription models, exploring how businesses and consumers alike benefit from this trend. The conversation underscores the convenience for consumers and improved cash flow management for companies, emphasizing the seamless experience subscriptions offer. Howe…
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Explanation of what the S&P 500 index is, what it measures, how it works and why it's NOT the right benchmark to use for your portfolio and it's returns Links in this episode: Portfolio Visualizer website - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Reti…
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Create Your Custom Early Retirement Strategy Here Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to shield your nest egg from the whims of the market, ensuring it keeps up with inflation while dodgi…
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Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning. They caution against hasty decisions and stress the importance of taking the time to assess goals and intentions before embarking on a…
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Caleb and Riley are joined by Moira Welsh, Journalist at the Toronto Star and author of Happily Ever Older. Moira Welsh is a Toronto Star journalist leading The Third Act project, pushing for changes in the way older adults live. The winner of two Canadian Association of Journalists Awards and three National Newspaper Awards, she is also the author…
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To watch this episode on YouTube visit: https://www.youtube.com/watch?v=94pR2-tT3OU In this episode Chris Hammond discusses when the deadline is for your 2023 IRA contributions, and amounts you can put in one. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/ I am a financial …
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What does it mean to be fair yet unequal in estate planning? Explore how differing financial needs, family contributions, and the complexities of sibling relationships impact retirement planning. Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join J…
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Andy talks with Laura Adams, author and host of the The Money Girl podcast, about retirement planning considerations and issues unique to women Links in this episode: Laura's website - https://lauradadams.com/ Laura's podcast - The Money Girl Laura's newsletter - The Money Stack Tenon Financial monthly e-newsletter - Retirement Planning Insights Fa…
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Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be pr…
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Caleb and Riley are joined by Mary Morency a Retirement coach and co-author of “Rethinking Retirement”. Mary, is a ”retired” Human Resources and Organizational Development leader with over 30 years of experience, Mary has always been passionate about developing human talent and facilitating change within organizations and with individuals. She view…
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In this episode of "The Retirement Guide Podcast" with George Jameson, CFP®, we dive into the top 10 retirement mistakes to avoid in your 50s. George offers invaluable insights to help you navigate this critical phase of life. Learn how to save smarter, manage debt, invest wisely, and more, ensuring a secure and fulfilling retirement ahead. Tune in…
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To watch this episode on YouTube visit: https://www.youtube.com/watch?v=hjgy6pUjJCE In this episode Chris Hammond discusses how different types of accounts are taxed differently, and how this impacts your retirement, and how you can use it to your advantage if you understand the differences. To download a free copy of the Essential Step-By-Step Ret…
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Braden Warwick (PhD, PWL Capital) and Joe look at business owner compensation. They examine the often-debated choice between salaries and dividends. Braden, a financial planning product architect at PWL, shares insights from a comprehensive study he conducted on optimal business owner compensation. They explore variables like provincial residency, …
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Listener Q&A where Andy talks about: The summary of the five different tax return filing statuses Whether a particular listener could file as Head of Household for his 22 year-old son in college How to get the 1099-INT form if you sold any I Bonds last year Whether you can still do a 2023 Roth conversion now, in February 2024 What to look for and a…
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Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, tailor an investment strategy that thrives on your personal circumstances. Through an engaging story about a client who confidently strides with a…
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Caleb and Riley are joined by Mardi Tindal, a writer, adult educator and who we might say has become an expert on the topic of coliving. Mardi joined forces with friends, to create their own coliving community. After many years of wading through legal options, creating legal documents, real-estate viewings and architectural drawings, they’ve now cr…
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Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to trade in their briefcases for a permanent vacation. From confronting the fear of outliving their savings to learning the value of owning a home o…
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To watch this episode on YouTube visit: https://www.youtube.com/watch?v=VtXhQdrecp4 In this episode Chris Hammond shows you how to navigate your retirement journey and what tools you have available to do so. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/ I am a financial ad…
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This week we answer a listener question about defined benefit pension plans: I know not a lot of people have defined benefit plans, but everyone keeps talking about needing $1M-$2M at retirement. How would a defined benefit pension get valued, and does the amount needed at retirement include government programs? We break down the components of reti…
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill started getting serious about retirement planning, what he wishes he would have known…
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Caleb and Riley are joined by Dr. Leigh Vanderloo, Scientific Director at ParticipACTION. Dr. Vanderloo received her PhD in Health Promotion from the University of Western Ontario in 2016. Her area of research focuses on the objective measurement of physical activity and sedentary time, and how these behavior's impact physical, mental, and social w…
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To watch this episode on YouTube visit: https://www.youtube.com/watch?v=Bs_IAlHbjLs In this episode Chris Hammond discusses an article that shows the woes that Aretha Franklin's heirs are going through with her estate. And what are some steps we could all take to help avoid these same things in our own situation. To download a free copy of the Esse…
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New York Times Author Dan Solin joins Joe to discuss common misconceptions, essential factors for retirement planning, and the evolving retirement landscape. Dan emphasizes the impact of emotions on investment decisions and provides valuable advice on asset allocation and dealing with market volatility. Additionally, they touch on the challenges mi…
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Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlo…
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Get expert advice tailored to your unique goals. Join George Jameson, CFP®, MBA, in "The Retirement Guide" as he unveils a revolutionary approach to planning your dream retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement …
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Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Unlock the mysteries of your Social Security…
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We know estate planning is daunting. But it’s essential to address it ahead of time, to ensure that all your wishes are laid out to eliminate potential conflict. We give you valuable tips on evaluating your current financial standing, considering future scenarios, and understanding the nuances of trusts and specific gifts. We also touch on the opti…
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Caleb and Riley are joined by John Kralik, author of "365 Thank Yous, the Year a Simple Act of Daily Gratitude Changed My Life". The book that tells the story of how John wrote 365 thank-you notes to people he encountered in his everyday life over the course of a year. John was born in Cleveland, Ohio, and attended the University of Michigan, from …
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To watch this episode on YouTube visit: https://www.youtube.com/watch?v=AwuliwW7jt4 In this episode Chris Hammond talks about New Year's resolutions, why they often fail and how you can stay on track with yours. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/ I am a financia…
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Fritz Gilbert, the award-winning author of the blog “The Retirement Manifesto” joins Joe to share his unconventional yet successful approach to retirement planning. He emphasizes the importance of not fixating on the financial aspects of retirement but embracing the non-financial elements, such as relationships and purpose, that impact a smooth tra…
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Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc. Links in this episode: Episode #060 of the Retirement Planning Education podcast about mutual funds Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (form…
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Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Ever feel like an early retirement is a dist…
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Caleb and Riley are joined by Nan Ives and Lisa Stornaielo, of “The Future of You”, an organization with a mission to help individuals discover their ultimate life in retirement. Today we are going to make the case as to why you probably need to adopt a framework to help you figure out what your life in retirement will look like. Lisa and Nan are f…
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