Podcasts about 401k

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Type of retirement/pension plan in the United States

  • 2,072PODCASTS
  • 13,862EPISODES
  • 30mAVG DURATION
  • 6DAILY NEW EPISODES
  • Jan 23, 2022LATEST

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Best podcasts about 401k

Show all podcasts related to 401k

Latest podcast episodes about 401k

Fearless Freedom with Dr. G
Generating Income Through Real Estate Investing: Dr. Ronnie Shalev

Fearless Freedom with Dr. G

Play Episode Listen Later Jan 23, 2022 45:08


Two Emergency Medicine Physicians talk burnout and real estate investing!     Dr. Ronnie Shalev went into Emergency Medicine all fired up for the thrill of not knowing what to expect next, despite her father's warning that as a physician too, Emergency Medicine is known for burnout.   And that's exactly what happened.  Dr. Shalev found herself burning out and looking for a way to still utilize her training to help others but just no longer at the bedside.   She ventured into the medical device business and generating income through real estate investing.  Although investing in real estate may sound complicated and perhaps a great risk for your financial future, Ronnie breaks it down into simple steps and explains how to get involved utilizing your 401K. Learn more about Ronnie and how you can get started in real estate investments here: https://www.shalwinproperties.com/ ___________________ Hello Fearless Freedom tribe!  I had such a great time connecting with a fellow Emergency Medicine Physician in this podcast episode.  I am excited to be able to share the real estate investing opportunity with you.  Definitely reach out to Ronnie if you have any questions! ___________________ Podcasting Launch Course for Professionals - Podcast of the Week   Dr. Jennifer Roelands is an OB/GYN and trained in integrative medicine.  I'm so honored that Dr. Jen took the Podcasting Launch Course for Professionals with me and brought this amazingly resourceful podcast to the airwaves.  Ignite Your PowHer https://igniteyourpowher.buzzsprout.com/ ___________________ RESOURCES: Looking to start a podcast? Now is a great time to do just that!  Check out the free podcast launch masterclass I created to see if starting a podcast is a match for you.  http://bit.ly/podcastinglaunchmasterclass    Are you too busy to participate in a facilitated course but still want to get your show started? The Podcast in a Box is for you! You provide the audio for your first 5 five shows to launch with a bang, we do the REST.  http://bit.ly/doneforyoupodcasting   Get off the fear fence today. Your tribe is waiting to hear your voice!

The Investing Podcast
January 21, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 21, 2022 16:55


Members of Narwhal's investment committee discuss three potential drivers of yesterday's wild market swings, earnings from Netflix and Peloton, and what they hope/expect to hear from the Fed in next week's Fed meeting.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Something On My Mind|Personal Finance, Budgeting, Investing
PFT #61 - Personal Finance Tip of the Week: Knowing the True Cost of Appliances and Warranties

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jan 21, 2022 2:24


This week's topic is about the true cost of new appliances and warranties. We are a society that has too much stuff and we have become accustomed to the conveniences that have made our lives easier than it did for our grandparents.  This is a great thing; however, appliances have become increasingly expensive due to the features that they offer as well as the high rate of inflation mainly due to the supply chain shortage.  With that being said when you buy an appliance it is important to consider if there are other costs exists beyond the actual price The first thing is to start with the discount which creates your base price and then add any tax if it exists in your state or municipality.  After that it is important to factor in what you are buying in that it may involve other costs beyond the straight purchase. For example, I just purchased a new washer and dryer set that was $2,800 that was discounted to $2,200; however, I paid additional costs for hooking up the equipment which also came with parts and labor. There was also a charge to haul away the old appliances.  Lastly, I opted for a $200-five year warranty for the washer and dryer each with my logic being that the appliances would need service and would exceed $400. All in all, my total cost was $2,878 with tax which is 31% higher than what the sticker price.  To sum things up, it is important to purchase the product that fits your needs and when you nail that down, think about the appliance protection as the odds are that you'll pay more later for repairs if you opt out of warranty coverage. Lastly, when you budget for major appliances, factor-in at least 25% over the discounted price.  With that being said, the everyday modern appliance is a beautiful thing; however, the major difference is that they do not last as long as they used to - the logic says that when app Website   https://www.somethingonmymind.net/ Merchandise https://www.somethingonmymind.net/shop Social Media  https://www.instagram.com/somm.podcast/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDw https://www.tiktok.com/@somm.podcast?lang=en https://www.facebook.com/somm.podcast https://twitter.com/Somm_podcast

The Investing Podcast
January 20, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 20, 2022 12:30


Members of Narwhal's investment committee discuss the market's continued downward trend, inflation concerns and the Fed's response, headlines from President Biden's presser, the potential market and economic implications of Russia's aggression (and how Tom thinks a fast-food chain could save the day), and earnings from Discover Financial and Proctor & Gamble. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

The Investing Podcast
January 18, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 20, 2022 17:22


Members of Narwhal's investment committee discuss whether or not the market is overreacting to Fed policy, the effect of international conflict on the market, Goldman Sachs earnings, and Mircosoft's acquisition of Activision.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Rock On The Money
EP155 – Which type of 401K will make the most money?; Can a broker get you a better rate of return on your retirement?

Rock On The Money

Play Episode Listen Later Jan 20, 2022 19:32


We have a great lineup of your social media questions. We have received so many positive comments about these episodes. If you have a question for us please email to podcast@rocklandusa.com We begin with a little financial talk on what the Island Boys should be doing with their new-found fame money before the flame runs […]

What's Up Next Podcast
282. She Borrowed From her 401k to Pay for a Mentor w/ Choyo Wilson Daniel

What's Up Next Podcast

Play Episode Listen Later Jan 20, 2022 51:33


Choyo Wilson Daniel grew up spending recklessly but never getting ahead. When her house ended up in foreclosure, she decided it was time to make a change. We talk mentoring, the money mindset, and how to get ahead. 

CBS Eye on Money
Should We Move to Canada for Lower Tuition?

CBS Eye on Money

Play Episode Listen Later Jan 20, 2022 18:42


Given how crazy the cost of college is in the U.S., should we consider moving to Canada for some cheaper options? Have a money question? Email us, ask jill [at] jill on money dot com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Jon DiVito Show
Interview: John Gale

The Jon DiVito Show

Play Episode Listen Later Jan 19, 2022 59:07


We had a very good show today. We had to shift gears when our guest couldn't make it due to Covid. We had John Gale call in. We talked about fights at Boston restaurants over Vaccine ID Cards. We also talked about the HORRIBLE treatment of Shana Cottone! She was put on leave after serving Boston for 14 years! She was a police sergeant. She pushed back against the establishment and was fired! She was a hero during the Boston Marathon bombing! We had an excellent conversation about a variety of different topis. Thank you to my Co-Host Eric for calling in as well. We also had Ziller join the panel.  For the last 15-20 minutes, we share some investing ideas. The theme of the show was supposed to be about money and investing. So we talked about paying yourself first. We suggested to start saving young. We talked about 401K's, IRA's, and Roth IRA's. We also talked about the importance of P/E ratio's when looking at individual stocks. We finished up talking about Crypto.  Follow us on: Facebook: The Jon DiVito Show @thejondivitopodcast Twitter: The_Jon_DiVito_Show  @DiVitoThe Instagram: Jon_DiVito Gettr: @jdivitopod Parlor: @thejondivitoshow Email me at thejondivitoshow@gmail.com

Jill on Money with Jill Schlesinger
Is Moving My 401(k) the Right Move?

Jill on Money with Jill Schlesinger

Play Episode Listen Later Jan 19, 2022 17:40


A big financial firm wants to manage half the value of my still active 401(k). Should I make the move? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

WSJ Your Money Briefing
Companies Boost 401(k) Benefits to Retain Workers

WSJ Your Money Briefing

Play Episode Listen Later Jan 19, 2022 9:46


While some companies are increasing wages to lure new workers and retain existing staff, others are increasing contributions they make to employees' 401(k) retirement accounts. WSJ retirement reporter Anne Tergesen joins host J.R. Whalen to discuss. Learn more about your ad choices. Visit megaphone.fm/adchoices

Verbally Effective
TONY SMITH "I AM THE VIBE" | EPISODE CXCIV

Verbally Effective

Play Episode Listen Later Jan 18, 2022 31:04


Indianola, MS native, Tony Smith, has been setting the vibes for your Memphis night life for the past six years. The oldest of three brothers, Tony grew up in the church and moved to Memphis with his mother around the age of twelve. While attending Hickory Ridge Middle School, Tony played the violin in the orchestra and later moved to bass at Overton High School's orchestra. Tony's love for night life began while in college at Middle Tennessee State University as an aerospace flight dispatch major. Upon graduating from MTSU, Tony moved to Memphis and eventually started his vibe curation in the city. He describes the vibe of his generation as young professionals with 401Ks who love to network and are chasing their goals. Tony gives his thoughts on how covid has affected night life but has not stopped this form of business. Nowadays, Tony is the face of Life Lounge where he sets the vibes and keeps the party lively. He is also a devoted husband and girl dad. Tune in to hear the amazing journey of my first guest of 2022, Tony Smith.

Your Money, Your Wealth
Financially Able But Afraid to Retire - 361

Your Money, Your Wealth

Play Episode Listen Later Jan 18, 2022 31:21


The psychology of retirement: what if you've saved enough and you're financially ready to retire, but you're paralyzed by the idea of no longer earning and saving? Plus, a Roth conversion strategy when your income is too high. How to know if it pays for you to convert & how much, and should you contribute to a rollover IRA before or after leaving a job? Finally, should you purchase long-term care insurance or self-insure? Show notes, free financial resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-361

CBS Eye on Money
How to Allocate My Retirement Investments?

CBS Eye on Money

Play Episode Listen Later Jan 18, 2022 21:34


When it comes to my pre-tax and Roth 401(k), how should each side be allocated?Have a money question? Email us, ask jill [at] jill on money dot com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

B The Trader
New Trader Discovers How to Make Profits | DO THIS NOW

B The Trader

Play Episode Listen Later Jan 17, 2022 60:05


Stuart is a new trader with a year and a half under his belt. He is ready to grow his position in the market and is seeking further insight. He came prepared with questions you will not want to miss! Moments of struggle are not uncommon; we have all been there. Stop and ask yourself, "what setup is working?" You don't want to force a trade and create a greater loss. There are times where the setup is not there, and the trade is not working. Focus on process! Swing trading is a unique process that requires an adjustment to focus. We dive into risk management and over-trading.    Low Commissions, Cheap Borrows, Fast Executions -  https://get.cobratrading.com/bthestory/   Book a 1 on 1 Call with me - https://calendly.com/bthetrader/1-on-1-talk   Click here to sign up for our Newsletter   BTheTrader Merch - https://my-store-11542608.creator-spring.com   Catch me trading live on Twitch - https://www.twitch.tv/bthetrader

Money Guy Show
What Should You Do With Your 401(k)?

Money Guy Show

Play Episode Listen Later Jan 17, 2022 14:14


If most of your savings are in tax-deferred assets like a 401(k), what should your strategy be? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let's make sure you're on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We're financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok

Popcorn Finance
281: What's the Difference Between an IRA and a 401(k)?

Popcorn Finance

Play Episode Listen Later Jan 17, 2022 9:03


Can I contribute to an IRA and a 401(k) at the same time? A listener wrote in with this exact question so this week I'll break this question down and dive deeper in to what makes these plans different.   Today's bag of popcorn is brough to you by H&R Block! Get 20% off your online tax filing by visit https://PopcornFinance.com/HRBlock   Grab a copy of Wallet Activism at https://bookshop.org/a/2450/9781953295590   Have a Question? Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259   Connect with me Instagram - @PopcornFinancePodcast Twitter - @PopcornFinance Facebook - Popcorn Finance   Come Join Me on YouTube! https://www.youtube.com/c/PopcornFinance 

Have It All
Risk Vs Stability: Real Estate Investing Simplifed

Have It All

Play Episode Listen Later Jan 17, 2022 7:17


Whenever you want to invest in anything, you should always be aware of the risk vs stability that will be involved. Society's game plan encourages you to invest your money into 401Ks and IRAs because they are relatively low risk. Kris Krohn simplifies real estate investing, and you may be surprised to learn how much risk is involved when the right strategies are leveraged.

Something On My Mind|Personal Finance, Budgeting, Investing
#94 - Online Shopping Research Tips and Behavior to Pacify People

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jan 17, 2022 45:06


This week we highlight tips for online shopping. What types of research are beneficial and where to obtain it. Also, we perform a historical look at 2021's purchase to reveal the reason why we purchase items. In the roundtable we discuss the words and phrases that people use to intentionally insult people as well what we do pacify their behavior in conversations.  Website   https://www.somethingonmymind.net/ Merchandise https://www.somethingonmymind.net/shop Social Media  https://www.instagram.com/somm.podcast/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDw https://www.tiktok.com/@somm.podcast?lang=en https://www.facebook.com/somm.podcast https://twitter.com/Somm_podcast

Retirement Rescue Radio
Episode 147: Best of RRR - The 401k Scam

Retirement Rescue Radio

Play Episode Listen Later Jan 17, 2022 28:31


What we've been told about the tax savings in these plans is a lie. Key takeaways: How did they sell it to us? Who stands to benefit from it? Nate gives a hypothetical example of how one could potentially end up paying more taxes in retirement that you saved during your working career! What to do instead to help avoid that happening. What amount should you have in these plans when you retire to help avoid paying tax on your Social Security income.

The Investing Podcast
January 14, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 14, 2022 16:22


Members of Narwhal's investment committee discuss the market's continued sell-off, underwhelming retail sales data for the month of December, Fed nominations, and some early data trickling in from bank earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Fierce Lab
Taking Your Finances to the Next Level in 2022 with Maggie Klokkenga

Fierce Lab

Play Episode Listen Later Jan 13, 2022 38:05


This episode is part two of the “New Year, Fiercest You” series dedicated to teaching women how to take ownership of their finances. Tara talks all things money with Maggie Klokkenga, a Financial Coach and Planner at Make A Money Mindshift. Maggie offers women advice on investing, whether they're just starting out or considered more advanced investors. Starting at the beginning Just the word “investment” can elicit fear and anxiety — often, because people don't know where to start. Tara and Maggie launch this episode with guidance for women who may be just starting to take ownership of their finances. An investment account is important to building wealth, and Maggie explains the difference between a savings account through an online bank versus an investment account within the stock market. Maggie describes investing as a way to honor your future self, talks about emergency funds, and details the difference between brick-and-mortar banks and online banks. The next step Once you have a savings account and emergency fund built up, you may be ready to start investing. While you may think you need a considerable amount of money to invest, that is not the case. Maggie typically recommends starting with $100, but you can start with less. Maggie walks us through the steps of investing, from finding an online brokerage account to choosing a fund or a fractional share of a stock. Investment accounts versus funds Maggie uses the analogy of a bag of chips to clarify the difference between an investment account and the actual funds in the account. The investment account is like the bag, and the funds in the account are like the chips within — all the chips have the same taste and texture, but are still a little different from each other. A taxable account, investment account, and 401K are all different bags containing chips. Maggie also explains the difference between a taxable investment account and a nontaxable account, such as a retirement account, and how funds are treated in each. Leveling up Maggie recommends several resources to women who want to learn more about investing, including specific articles, podcasts, and websites. She also discusses capital gains and doing what you can to ensure you stay in a lower tax bracket. For women who may be at a more advanced level with their finances, Maggie suggests they diversify their portfolio — balancing your portfolio with fixed income, such as bonds or CDs, in addition to mutual funds or index funds. SIGN UP FOR THE APP Eager for more tools and resources to help you find your fierce? Now you can access additional content across the four content pillars using the Fierce Lab app. Premium subscribers get access to articles, guides, checklists, video content, and workshops as well as exclusive events for members only. FOLLOW FIERCE LAB Follow Fierce Lab on Instagram or LinkedIn for the latest updates. Please be sure to SUBSCRIBE, REVIEW, and SHARE Fierce Lab with women who are looking to level up.

Dallas Cowboys Podcasts
Football 401K: Super Wildcard Weekend Picks

Dallas Cowboys Podcasts

Play Episode Listen Later Jan 13, 2022 25:00


The NFL Playoffs are finally here and R.J. Choppy shares his picks for Super Wildcard Weekend, while taking a deeper look in the running game of the San Francisco 49ers and more.

The Investing Podcast
January 13, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 13, 2022 15:03


Members of Narwhal's investment committee discuss the PPI print along with some guidance and earnings data from KB Home, Delta, and Taiwan Semiconductor.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Risk Parity Radio
Episode 143: Asset Locations and 401K/IRA Considerations, Catching Falling Knives, Avoiding Poor Information Diets And Simulation Nation!

Risk Parity Radio

Play Episode Listen Later Jan 13, 2022 44:50


In this episode we address emails from Patreon Patron Dominic, Javier, Sebastien, David and Ed.  We discuss allocating a Golden Butterfly - style portfolio, an application of the Macro-Allocation principle to an accumulation portfolio, a potential gambling problem involving leveraged funds, the psychology of avoiding foolish consistencies and the financial media, and applications of the Monte Carlo simulator and Portfolio Visualizer and the calculators at Portfolio Charts to small cap value based portfolios.Links:Portfolio Visualizer Monte Carlo #1 (small cap value):  Monte Carlo Simulation #1 (portfoliovisualizer.com)Portfolio Visualizer Monte Carlo #2 (diversified portfolio):  https://tinyurl.com/2cjfu5vrPortfolio Visualizer Monte Carlo #3 (de-leveraged small cap value):  https://tinyurl.com/2p89vxpnPortfolio Charts:  MY PORTFOLIO – Portfolio ChartsSupport the show (https://www.riskparityradio.com/support)

Talking Real Money
Query Catch-Up

Talking Real Money

Play Episode Listen Later Jan 13, 2022 27:21


We start with a quick Frank Vasquez update. Then, it's off to your questions – which include a coincidence related to yesterday's podcast:First, an ad that lies about 401ks to sell "bank on yourself" life insurance.A listener in Laurel, MS seeks investing help for his mother.Does the amount of money you have determine portfolio allocation?A CA listener looks for 401k in-service Roth conversions.

Something On My Mind|Personal Finance, Budgeting, Investing
PFT #59 - Personal Finance Tip of the Week: Student Loan Moratorium and Future Payments

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jan 13, 2022 2:21


This week's topic is about student loan moratorium. The federal student loan moratorium has been extended for the third time due to the Coronavirus pandemic. The loan relief began in March of 2020 and was set to end September 30, 2021 which was moved to January 31, 2022 and then moved again to May 1, 2022.  Moratorium means that payments for principal or interest are not required and without any penalty. With the suspension payments, we know this is needed for many Americans; however, the important notion is to consider making payments if you have the means to do so. The simple fact is that you are delaying payments which only extends the life of your loan.  So let's take the average student loan interest of 6% and the average loan amount of $30,000 for a 20-year period. That comes to $215 per month or $5,600 over the full moratorium period which is currently 26 months. After this duration, you'd still have a principal balance of $28,201.  The bottom line is that it takes a long time to pay loans off and they are simply a sword in the sides of borrowers. However, amortization is weighed heavily on interest at the beginning of the loan so all payments help, especially additional principal.  The second point is you should not rely on congress for loan forgiveness as the odds are small. Just $10,000 given to each borrower would cost the government over a quadrillion - and if you don't know that's a 1 with 12 zeros after it.  Website   https://www.somethingonmymind.net/ Merchandise https://www.somethingonmymind.net/shop Social Media  https://www.instagram.com/somm.podcast/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDw https://www.tiktok.com/@somm.podcast?lang=en https://www.facebook.com/somm.podcast https://twitter.com/Somm_podcast

CBS Eye on Money
At 37 and 38, Are We on Track?

CBS Eye on Money

Play Episode Listen Later Jan 13, 2022 21:28


As we approach our 40s, are we on track to accomplish our retirement goals? Have a money question? Email us, ask jill [at] jill on money dot com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Investing Podcast
January 12, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 12, 2022 13:39


Members of Narwhal's investment committee discuss the CPI print, takeaways from Jay Powell's commentary, the Omicron variant, the situation surrounding Boris Johnson, a North Korean missile launch, and GM's attempt to follow in Carvana's footsteps.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

The Clark Howard Podcast
01.12.22 New Advice About 401(k)s / YOUR SAFETY: Criminal Tracking of People & Cars.

The Clark Howard Podcast

Play Episode Listen Later Jan 12, 2022 25:15


More companies are offering the Roth 401(k). What you need to know about this retirement savings option. // Crooks are using Apple AirTags to track people and cars. There IS a solid way to protect yourself… Ask Clark topics include: Required Minimum Distributions: How To Calculate, Rules / How To Open a Roth IRA / AAA Membership: Is It Worth It? Want more money advice? Sign up for Clark's free daily newsletter! Free Advice: Clark's Consumer Action Center Learn more about your ad choices. Visit megaphone.fm/adchoices

Prosperity Through Multifamily Real Estate Investing
The Balance of Being A W2 Employee and Small Business Owner with Chris Freeman

Prosperity Through Multifamily Real Estate Investing

Play Episode Listen Later Jan 12, 2022 44:33


Episode 101: Chris Freeman is an experienced real estate investor with $20M in assets under management. His 20 years of real estate investment has focused exclusively on multifamily apartment buildings that can generate immediate cash flow. Over 26 years, he has been fortunate to experience financial success through high-tech sales and sales leadership. Working with companies like Juniper Networks, CIENA, Lucent, and Citrix, he has learned how to achieve a high level of performance in sales while re-deploying a portion of his commissions into cash flow generating real estate. Through a consistent process over time, Chris has created enough passive income to replace his high-tech sales income. This success had inspired Chris to create High Tech Freedom Capital and help his peers achieve their own personal success.For today's episode we will cover: [ 00:00 - 6:00] Opening Segment.Getting to know Chris Freeman. [ 6:00 - 13:11 ] The power of diversification.Being careful with the stock market.The history of the 401K.Lifestyle changes after retiring. [ 13:11 - 20:57 ]  Maintaining a W2 and building a businessMaintaining the W2 while building passive income.Advice for people who have a W2 and building passive income.Keeping an eye on operators and investors.Operating a small business vs being a W2 employee. [ 20:57 - 26:12 ] The insides of operating a small businessHaving a partner from another generation.The importance of having business partners.Self managing everything in the beginning.Don't start in the single family space.Relying on partners.  [ 26:12 - 33:21 ] Mistakes made as a small business ownerHaving high attention to detail.Creating a system in place.The importance of networking.Taking every opportunity. [ 33:21 - 40:56 ] Investing in multi-family as a tech professionalWhy tech professionals should be a passive investor.Finding the opportunity cost.  [ 40:56 - 43:46 ] Hightech freedom podcastWhat the podcast is all about.Being able to provide information. [ 43:46 - 49:17 ] Closing segmentRapid fire questions for Chris.Final words from everyone.Tweetable Quotes: SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #SuccessfulMindset#Smallbusiness#B

Retirement Answer Man
Retirement Plan Live: Dreams for Our New Home

Retirement Answer Man

Play Episode Listen Later Jan 12, 2022 72:24


Welcome to the second installment of Retirement Plan Live. This is the episode where we run the initial numbers for Joelle's retirement. We'll walk through the 3 categories to define Joelle's base needs, wants, and wishes and put number values to each of these areas.  In addition to the interview with Joelle, you'll hear listener questions about how to feel comfortable about retirement, converting 401Ks to Roth IRAs, and how my personal journey finding health insurance has turned out.  As a bonus, you'll hear an interview with Joe Saul-Sehy from the Stacking Benjamins podcast who has written a new book called Stacked. Listen in to hear if it is worth the read.  Check your email this weekend to receive a free retirement planning worksheet If you are following along with Retirement Plan Live and creating your own retirement plan, make sure that you are signed up for the 6-Shot Saturday weekly newsletter. In this Saturday's newsletter, you will receive a link to a simple worksheet that will help guide you through your own retirement plan the way that I am walking through Joelle's retirement plan.  6-Shot Saturday is full of tips, news, listener questions, and more, straight from the Retirement Answer Man to your inbox. Simply head on over to RogerWhitney.com, scroll down to the bottom of the page, and enter your name and email address to sign up.  Financial behavior is at the heart of all money management issues Have you ever listened to the Stacking Benjamins podcast with Joe Saul-Sehy? If so, you'll want to check out his new book, Stacked. If you haven't heard his podcast, check it out on your favorite podcasting app. Joe joins me today to discuss why he wrote his new book, how he wrote it, and why it's important.  Did you know that 150 million Americans have cried about money? This number doesn't only include people who live paycheck to paycheck, people who earn more are also concerned about money. These people aren't crying about the loss of the mega backdoor Roth or cryptocurrency. They are crying about their financial behavior. Many people who are educated about money and finances still struggle with their financial behavior. Mastering your finances isn't about what you know, it's about what you do.  Stacked helps readers take action to improve their financial situation Traditional finance books often overcomplicate finances or hype certain complicated financial strategies. Stacked helps readers understand what they should be thinking about when it comes to financial matters and why they should think about them. Since Joe discovered that people need actionable items to complete to successfully change their financial behavior he decided that his book should help readers change their financial behavior through action. The book is based on achievements that are built on micro-actions. Its format is award-based, similar to the way that many educational apps gamify learning.  Joe begins financial planning with the end in mind Joe's book begins with the end in mind. It is goal-based and helps readers create a timeline to put their goals in perspective. Since most of us are visual learners, the book helps to plot things visually so that readers can begin to work on their financial problems.  As you read, you'll be able to visualize your goals so that you can put a list together to understand what you truly value and how that applies to your financial plan. Check out Stacked if you are interested in a light-hearted approach to a serious subject matter that gives you actionable items to get you closer to your financial goals.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE WITH JOELLE [3:04] Joelle's base spending needs [8:50] Joelle's future expenses [20:25] Budgeting will be a new experience for Joelle and her husband [23:49] Joelle's aspirations [29:35] They plan to age in place LISTENER QUESTIONS [34:25] A 401K to Roth transfer question [38:39] How to help Tracy's husband retire again [43:04] My health insurance journey [46:10] Reverse mortgages JOE SAUL-SEHY INTERVIEW [47:09] Money management can be stressful [51:22] How Joe wrote his book [59:23] Begin with the end in mind [1:07:00] Joe's goals for his book TODAY'S SMART SPRINT SEGMENT [1:10:19] What will you wish you would have done at the end of this year? Resources Mentioned In This Episode BOOK - Stacked by Joe Saul-Sehy BOOK - How to Begin by Michael Bungay Stanier BOOK - Half Time by Bob Buford BOOK - The Second Mountain by David Brooks PODCAST - Stacking Benjamins with Joe Saul-Sehy NeuYear.net Powell's Books

The Investing Podcast
January 11, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 11, 2022 14:56


After a quick victory lap from Andrew, the members of Narwhal's investment committee discuss the equity market's rough day yesterday, the current state of the bond market, Omicron's impact on retailers, the economy through Jamie Dimon's eyes, and Jay Powell's upcoming testimony.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

The Investing Podcast
January 10, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 11, 2022 10:54


Members of Narwhal's investment committee discuss the implications of Lulu's guidance reduction, earnings approaching for big banks, potentially encouraging data coming out of the UK regarding the Omicron variant, the Fed's plans for rates, and some college football championship game predictions.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Wealth Academy Podcast - Wealth Is More Than Just Money
173 Tax Moves To Consider When Filing Your 2021 Taxes

Wealth Academy Podcast - Wealth Is More Than Just Money

Play Episode Listen Later Jan 11, 2022 16:05


The Internal Revenue Service (IRS) begins accepting federal and state taxes on February 12, 2022. What this means is citizens of the U.S. should be gathering all of their financial documents in preparation for meeting the filing deadline which is April 15, 2022.Here are a few things to consider leading up to the tax deadline:U.S. citizens had until December 31, 2021, to make 401K contributions, however, they can make health savings account (HSA) contributions until April 15, 2022.Retirees must make 401K and IRA required minimum distributions (RMD) each year when they reach age 72.Convert money from a traditional IRA to a Roth IRA.Contribute to a 529 account that pays for their children's college expenses while saving them state taxes.When the end of the calendar year is coming to a close, don't invest in mutual funds, dividends from them will be taxable.Harvest your capital gains, if you own stocks and lose money on them, you can sell them and receive a deduction on your federal taxes.Pick up capital gains if you are in a low tax bracket.Harvest losses on cryptocurrency.Donate cash to a charity.Meet with a tax advisor or work with one associated with your online tax filing service.There are more tax tips to share, however, these ten will jumpstart the tax filing season for you. If you have questions and or comments, you can reach Paul Lawrence Vann at info@paulvannspeaks.comListen to all Wealth Academy Podcast episodes at https://bit.ly/3n84XSF

Fifteen Minute Financial Advisor

Fear drives a lot of short term market direction. But somehow, over the long-term optimism seems to rule the markets. It's important to separate Fear from Uncertainty and Uncertainty from Risk. They're interrelated, but they're not the same thing. Don't allow fear to get in the way of making decisions that you believe to be right for you and your future.    Questions? Email me: Mike@ngpfp.com 

Self Storage Income
Firefighter to Self Storage Investor with Ian Horowitz

Self Storage Income

Play Episode Listen Later Jan 11, 2022 53:15


Welcome back everybody to the largest (and the best) Self Storage Podcast in the world - Self Storage Income! I'm your host AJ Osborne, and we have an awesome guest episode lined up for you all today. All too often we hear about the “safe” and “secure” 9-5 career. Get that awesome job with the great benefits, retirement plans, and pension if you can find one. What we don't hear a lot about is the failure of systems like 401K's, pensions, and the like, not to mention the false sense of “security” that a 9-5 often provides. Don't get me wrong here, whatever career path you choose, own it and be the best in it. There is absolutely nothing wrong with pursuing any kind of a career, if that's what you truly want to accomplish for your life. However, don't buy into the idea that whatever systems are supporting that career, those benefits, the retirement, or the pensions will be around forever. Or that they're 100% guaranteed… because they're not. Our guest today is Ian Horowitz, a former firefighter turned real estate and self storage investor. Ian shares with us today exactly why he chose to get into real estate and self storage investing, he shares his first deal, how they found it, funded it, and what their plans are for the future. If you're looking to get started in self storage investing, this is going to be a fantastic episode for you to listen to and take notes on. Thanks everybody! AJ You can get in touch with Ian on his website: https://www.equitywarehouse.com/home1638455564534 Success doesn't happen on an island, which is why I've launched the CRE Circle. Build your community, your resources, and your commercial real estate investing opportunities. That first or even next deal could be right around the corner. You can learn more about the CRE Circle and sign up here: https://www.thecrecircle.com/ Be sure to go to Selfstorageincome.com to get your copy of my Self Storage Playbook. This step by step playbook walks you through from start to finish - how to identify a self storage market, how to perform due diligence, how to contact a current owner, and ultimately how to land a deal and purchase a storage facility. You can also find the Self Storage Income Podcast on: iTunes Spotify Stitcher The Self Storage Income Podcast is Sponsored by: Janus International - https://www.janusintl.com/ Live Oak Bank - liveoakbank.com/incomepodcast Tenant Inc. - https://www.tenantinc.com/ Cedar Creek Wealth: https://cedarcreekwealth.com/

CBS Eye on Money
Can We Buy a House?

CBS Eye on Money

Play Episode Listen Later Jan 11, 2022 24:59


In our 30s and prepping for a big move, are we okay to buy a house when we relocate? Have a money question? Email us, ask jill [at] jill on money dot com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

B The Trader
Scalp Trader Shares the Harsh Realities of a Losing Streak

B The Trader

Play Episode Listen Later Jan 10, 2022 37:46


Bryce is someone you will want to know! He focuses on the long side and scalping trading style. He has found success in different markets along with returning to other markets. Bryce is very open about his process, portraying the good and the bad. Not every day will be a winning day; therefore, it's important to find people who will show the reality of trading. The market may not always favor your style! These moments can be very discouraging, but risk management can change the outcome. It is easy to talk about downsizing; however, learn how to implement it! Watch this video and learn from a talented trader!   Low Commissions, Cheap Borrows, Fast Executions -  https://get.cobratrading.com/bthestory/   Follow Bryce on Twitter: https://twitter.com/TraderBryce   Book a 1 on 1 Call with me - https://calendly.com/bthetrader/1-on-1-talk   Click here to sign up for our Newsletter   BTheTrader Merch - https://my-store-11542608.creator-spring.com   Catch me trading live on Twitch - https://www.twitch.tv/bthetrader

Something On My Mind|Personal Finance, Budgeting, Investing
#93 - The Hidden Details with Your Auto Insurance Policy and Revealing Information About Unusual Names

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jan 10, 2022 37:45


This week we cover important details that are important to understand with your auto insurance policy. Should your rates go up if you are in an accident that is not your fault? There are also some items can save you money while there are hidden items that may cost you money in the long run. In the roundtable we discuss unusual names that people have and how they affect people and what they can do to ease their pain.  Website   https://www.somethingonmymind.net/ Merchandise https://www.somethingonmymind.net/shop Social Media  https://www.instagram.com/somm.podcast/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDw https://www.tiktok.com/@somm.podcast?lang=en https://www.facebook.com/somm.podcast https://twitter.com/Somm_podcast

Your Financial Pharmacist
Ask a YFP CFP® #96: Should I max out my contributions to my 401(k) or 403(b) before contributing to other retirement accounts?

Your Financial Pharmacist

Play Episode Listen Later Jan 10, 2022 13:23


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Jacob in Lancaster, Ohio: Should I max out my contributions to my 401(k) or 403(b) before contributing to other retirement accounts? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Department of Labor EFAST Form 5500 Search YFP 073: How to Determine the Priority of Investing YFP 208:Why Minimizing Fees on Your Investments is so Important Schedule a free Discovery Call with YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

The Wise Money Show™
What to Do With Your 401k at Your Old Job - The Great Resignation

The Wise Money Show™

Play Episode Listen Later Jan 8, 2022 42:09


Lots of people are leaving the workforce or changing jobs, a phenomenon called the Great Resignation. With the Great Resignation there is the great decision - what do you do with your 401(k) at your old job? What are your options and what is the wise decision to make with these dollars? We'll help you answer that on this episode of Wise Money. Season 7 Episode 20 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/dLEpqzbny6s  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Investing Podcast
January 7, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 7, 2022 14:19


Join members of the Narwhal Capital Management Investment Committee for our daily market briefing. We host these pre-market briefing calls for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the latest news surrounding the financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Talking Real Money
Don's Friday Quiz Show

Talking Real Money

Play Episode Listen Later Jan 7, 2022 34:39


A very busy Q&A day as Don take on the last questions of last year, finally:What evidence is there that lump-sum investing beats dollar-cost averaging?What to do when uncomfortable asking an advisor those tough questions?When looking for real estate does Elevate Money make sense?How to make better tax planning moves when you're out of qualified plan options?What's the best place for emergency money?How does one create a retirement asset drawdown strategy?After emergency funds complete where should longer term money be invested? 

Have It All
How Much Should You Contribute To 401k In Your 20s?

Have It All

Play Episode Listen Later Jan 7, 2022 10:09


Something On My Mind|Personal Finance, Budgeting, Investing
PFT #58 - Personal Finance Tip of the Week: The Benefits of Travel Insurance

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jan 7, 2022 1:58


This week's topic is about travel insurance and is it worth the cost? As a result of the Covid pandemic, many vacations have been cancelled and  thousands of people have lost thousands of dollars that can not be redeemed.   This is where travel insurance can soften the blow. Typically it covers medical emergencies, trip cancellation, trip interruption, delays, medical needs, and lost, damaged, or stolen luggage. On the other hand, it may not cover glasses, hearing aids, dental bridges, tickets, passports, keys, cash, cell phones and rental car damage; however, your credit card or renters insurance may cover some of these expenses. So let's get to the cost: Like any insurance, costs vary; however, you can expect to pay  between 4-12% of your total trip cost. Now the proverbial question . . .  Is it worth it?  Just recently, we had a trip cancelled due to Omicron that covered $3,500 in expenses and we paid $140 for the coverage which totaled 4% of the total cost.  So In my opinion the answer is yes. In fact, I have used it on more than one occasion and it has saved me over $10,000. The bottom line is that you can't predict the future and it takes just one missed trip over several vacations to reap the value that the insurance provides. Website   https://www.somethingonmymind.net/ Merchandise https://www.somethingonmymind.net/shop Social Media  https://www.instagram.com/somm.podcast/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDw https://www.tiktok.com/@somm.podcast?lang=en https://www.facebook.com/somm.podcast https://twitter.com/Somm_podcast

The Investing Podcast
January 6, 2022 - Daily Market Briefing

The Investing Podcast

Play Episode Listen Later Jan 6, 2022 13:09


Join members of the Investment Committee of Narwhal Capital Management for our daily market briefing. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the latest news surrounding the financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

CBS Eye on Money
Keep or Sell Rental Property?

CBS Eye on Money

Play Episode Listen Later Jan 6, 2022 14:45


The real estate market continues to be bonkers, causing many to wonder if they should be looking to sell. Have a money question? Email us, ask jill [at] jill on money dot com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Investing Podcast
January 5, 2022 - Daily Market Briefing | 8:30AM

The Investing Podcast

Play Episode Listen Later Jan 5, 2022 15:34


Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

B The Trader
Day Trader Blows Up a 250k Account

B The Trader

Play Episode Listen Later Jan 3, 2022 49:24


Matthew found himself in a moment of consistency, granting him the opportunity to earn 250,000. No set time throughout a trading journey will represent the start of consistency. Some traders find themselves quickly gaining consistency; others find it later on or rediscover it. Matthew has been trading for 10 years part-time and is on a journey to re-establish consistency after a loss. We go through his trading process and approach while addressing many areas of his trade. I provide Matthew with some guidance for moving forward in his journey. Learn from this conversation and move towards consistency.   Low Commissions, Cheap Borrows, Fast Executions -  https://get.cobratrading.com/bthestory/   Book a 1 on 1 Call with me - https://calendly.com/bthetrader/1-on-1-talk   Click here to sign up for our Newsletter   BTheTrader Merch - https://my-store-11542608.creator-spring.com   Catch me trading live on Twitch - https://www.twitch.tv/bthetrader