Podcasts about Financial security

Bonus Episode: Are You Relying Too Heavily on Your Employer for Financial Security? This bonus episode of Clear Money Talk features Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, tackling an important question many people overlook: how dependent are you on your employer for long-term financial stability? Employer-sponsored benefits such as 401(k) plans, pensions, stock compensation, group life insurance, disability coverage, and health insurance can play an important role in a financial plan. However, Tim and Tyler discuss how job changes, layoffs, early retirement, health events, or corporate decisions can expose gaps if those benefits are the foundation of your entire strategy. This educational conversation walks through how financial resilience often requires diversification beyond your employer and a clearer understanding of what happens when employment ends, whether by choice or circumstance. Topics discussed include: Concentration risk tied to employer stock and equity compensation Why pensions and Social Security typically replace only a portion of income The limitations of relying solely on employer-sponsored retirement plans What happens to health, life, and disability insurance after leaving a job The role of emergency savings and liquidity planning Why having a financial "Plan B" can reduce uncertainty and stress

Bonus Episode: Are You Relying Too Heavily on Your Employer for Financial Security? This bonus episode of Clear Money Talk features Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, tackling an important question many people overlook: how dependent are you on your employer for long-term financial stability? Employer-sponsored benefits such as 401(k) plans, pensions, stock compensation, group life insurance, disability coverage, and health insurance can play an important role in a financial plan. However, Tim and Tyler discuss how job changes, layoffs, early retirement, health events, or corporate decisions can expose gaps if those benefits are the foundation of your entire strategy. This educational conversation walks through how financial resilience often requires diversification beyond your employer and a clearer understanding of what happens when employment ends, whether by choice or circumstance. Topics discussed include: Concentration risk tied to employer stock and equity compensation Why pensions and Social Security typically replace only a portion of income The limitations of relying solely on employer-sponsored retirement plans What happens to health, life, and disability insurance after leaving a job The role of emergency savings and liquidity planning Why having a financial "Plan B" can reduce uncertainty and stress

Chris Markowski discusses the pressing issues of inflation and its hidden impact on taxpayers, emphasizing the need for individuals to adapt their financial strategies to combat rising costs. He highlights the growing retirement crisis, urging listeners to rethink traditional retirement planning and to prioritize saving and investing wisely. The conversation also covers essential investing principles, including the importance of patience and the dangers of emotional decision-making in financial markets.

Send us a textIn this episode, Steve Altishin speaks with Speaker and Author of Financial Epiphany, Scott Yamamura, about making personal finance accessible and actionable through simple principles. Scott introduces the concept of "the power of 16," explaining how money can multiply over a 40-year career when invested early. He breaks down complex financial concepts like compound interest into relatable terms, comparing financial ability to athletic ability that diminishes over time. The conversation covers practical strategies for retirement savings, college planning, debt management, and aligning financial goals with life purpose.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about how Scott can help you, you can view his website at: https://financialepiphany.com/Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

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Ready to uncover the hidden factors that can make or break your retirement plan? In this episode of The Retirement Playbook, Rick Hughes dives into critical topics every retiree should understand. From navigating open enrollment periods to evaluating how market conditions and interest rates influence your timing, they break down the essentials that often get overlooked. Plus, discover why wills and trusts aren’t just legal formalities; they’re key to protecting your legacy. This conversation emphasizes building a personalized strategy that accounts for income streams, tax implications, and your unique goals. Tune in for practical insights that help you approach retirement with clarity and confidence. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.See omnystudio.com/listener for privacy information.

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. Economic Briefing is back, and this one is built for investors who want a clear plan for 2026. Recorded live in front of around 600 clients, Andrew and Mitch walk through their latest Economic Briefing and lay out what matters most as markets shift and headlines get louder. In this Economic Briefing, you will hear a direct, fact based view on the big forces shaping the year ahead. The conversation covers the US market story, including the strength in the S&P 500 and Nasdaq, how tariffs are being used, and what the Fed is watching through inflation data like PCE. They also break down why energy prices matter so much, how oil supply can change inflation, and why AI data centre spending is becoming a major driver of growth and market concentration. Then the focus turns to Australia, with a hard look at productivity, cost of living pressure, housing supply, and what those trends can mean for rates, banks, and the broader market. If you want an Economic Briefing that helps turn noise into an investment game plan for 2026, this is the episode to play next. Subscribe, leave a quick review, or share this Economic Briefing with a mate who wants a smarter 2026 plan. Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1  FREE Online Training with Andrew Baxter: https://bit.ly/cod-online   Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/  The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/  The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387  

Tripp Limehouse discusses the importance of a balanced approach to retirement planning, emphasizing the need for both enjoyment and savings. He highlights the significance of having a comprehensive income and distribution plan, understanding social security benefits, and the value of professional financial advice. The conversation also touches on the various retirement accounts and strategies for maximizing financial security in retirement. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Kevin Brucher discusses the intricacies of retirement income planning, emphasizing the importance of understanding income streams, the impact of inflation, and the role of annuities. He highlights the need for a comprehensive financial strategy to ensure long-term financial security, especially in the face of rising costs and economic uncertainty. The discussion also touches on government debt and its implications for future generations, urging listeners to be proactive in their financial planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

Mike Lomas, Mike Sperrazza, and Mike Hoeflich take on immigration enforcement, gang violence, and the public safety crisis being papered over by manipulated crime stats. From ICE removals in Buffalo and MS-13 deportations, to pedophile sting operations, FBI failures, and soft-on-crime policies putting communities at risk, the guys don't hold back. They also dig into the collapsing education system, COVID vaccine concerns the media refuses to confront, and why smart Social Security planning actually matters. Blunt, unscripted, and unapologetically conservative.(00:07:19) ICE Collaboration with Seneca Nation for Enforcement(00:08:03) MS-13 and ICE Collaboration in Law Enforcement(00:13:08) Crime Reporting Accuracy for Effective Community Safety(00:15:16) Undercover Sting Operations Targeting Pedophiles(00:22:08) Low Proficiency Rates and Rising Education Costs(00:25:48) FBI's Failures Impacting Justice and Safety(00:30:18) Myocarditis Risk and Vaccine Concerns Awareness(00:36:39) Navigating Social Security Benefits for Financial Security

In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement. For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Think Social Security will cover your retirement? Think again. In this episode, we explore the tough realities of relying on government benefits and why establishing a dependable income stream is more crucial than ever. You’ll learn practical strategies for managing taxes, investments, and long-term care, without falling into common traps. Retirement isn’t just about saving; it’s about planning for the unexpected and making informed choices that protect your financial future. Tune in for insights that help you take control of your retirement reality. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalised retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

Rate & review the Simply Financial Podcast on ITunesLink to the original episodeBuilt With Solid Gold Podcast ChannelTopics Discussed: Why real estate complements stocks, bonds, and retirement accountsHow to set clear, actionable wealth goalsWhy clarity beats complexity in financial planningHow to intentionally deploy your resourcesThe importance of building the right wealth teamCommon mistakes investors make — and how to avoid them

So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episodes from 2025 to catch up on. Also, listen to hear plans for the podcast in 2026! 2025 Highlights: Top Episodes Topics Money Mindset Wealth Building Investing Episodes on Money Mindset 191 | Navigating Finances with a CFO Mindset 193 | Hip Hop and Financial Literacy 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits 196 | Improve Your Money Behavior Part 2: Investing 197 | From Middle-Class to Millionaire 207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 222 | Love, Money, and Wealth in Relationships Part 1 223 | Love, Money, and Wealth in Relationships Part 2 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Wealth Building 185 | Child-Free Wealth: Rethinking Financial Independence 197 | From Middle-Class to Millionaire 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 210 | 7 Basic Wealth Strategies 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 212 | The Investor's Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy 219 | Lessons from Generational Wealth Part 1 220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy 222 | Love, Money, and Wealth in Relationships Part 1 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Investing 187 | For the Investment Curious 192 | Empowering Women: Investing with Confidence and Values 193 | Hip Hop and Financial Literacy 196 | Improve Your Money Behavior Part 2: Investing 200 | Financial Fees Explained: Navigating the Costs of Investment Advice 205 | Reviving Investment Clubs: Strategies for Young Investors 206 | Creating a Lasting Financial Legacy 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 226 | Demystifying Money, Becoming Financially Empowered Top 5 Episodes based on Downloads 198 | Reverse Budgeting: Turning Your Finances on Their Head 211 |  7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth 199 | Layoff Preparedness: Building Resilience and Financial Security 214 | Navigating Elder Care Part 1 – Protecting Your Family's Wealth  

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. In this episode Andrew and Mitch break down the 3 Money Buckets explained in a way that makes sense for everyday Australians facing different stages of life. Drawing from real client stories and practical examples, they walk through how liquidity, growth, and legacy each play a different part in building long term financial stability. If you have ever wondered how to organise your cash, where to invest next, or how to set yourself up for the future, this is the session to tune into. The conversation starts with the liquidity bucket. This is where the emergency fund, working account, and short term needs sit. Andrew and Mitch explain why this bucket is the foundation of financial safety and how building it properly helps you stay steady when life throws surprises. From there they move into the growth bucket. This is where investing in shares, property, and other assets helps your money work harder over time. The pair break down the time frames, risks, and decision making involved, tying it closely to the core theme of 3 Money Buckets and Stages of Life. The episode wraps with the legacy bucket. This is the long term piece of your financial picture, covering superannuation, long term property holdings, trusts, and the structures that support generational outcomes. Andrew shares clear examples that highlight why getting this bucket organised early can shape your entire future. If you are ready to start applying the 3 Money Buckets Explained in your own life, this episode gives you the roadmap to move forward with confidence. If you enjoyed this episode, please subscribe, leave a review, or share it with someone who might benefit. Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1  FREE Online Training with Andrew Baxter: https://bit.ly/cod-online   Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/  The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/  The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387  

There's a major difference between being financially secure, financially independent, and financially free. Kris Krohn breaks down each wealth tier and the simple math behind reaching them. Once you understand these levels, hitting your financial goals becomes clearer, faster, and far more achievable. This episode is essential for anyone serious about upgrading their financial future.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! What if the years just before retirement could make or break your financial future? In this episode, Nolan Baker dives into why the three-to-five-year window leading up to retirement is the most critical time for planning. Discover strategies to align income streams, optimise taxes, and prepare for healthcare costs, all while safeguarding your investments against market volatility. Our conversation explores how a coordinated approach can help you transition smoothly into retirement with confidence and clarity. Whether you’re nearing retirement or advising someone who is, this discussion offers practical insights to strengthen your financial foundation. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalised retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

Are you ready for the retirement red zone? Discover how sudden layoffs, market swings, and inflation are reshaping the path to financial security for Gen Xers. Steve Hoyl shares real stories and actionable insights on protecting your savings, building sustainable income, and avoiding common pitfalls—whether you’re five years from retirement or already there. Tune in for candid advice and practical strategies to retire with confidence, Texas style. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Rate & review the Simply Financial Podcast on ITunesSource of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html

Ready to retire but unsure where to start? Rick and Granger Hughes break down the critical steps to building a retirement plan that works for you. From navigating Medicare enrollment and timing your retirement to managing investment risks, they share practical insights to help you make informed decisions. Discover why early planning is crucial, learn how to tailor strategies to your specific needs, and consider key factors for tax efficiency and unexpected life events. This episode is packed with actionable ideas to help you feel confident about your financial future, without the guesswork. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.See omnystudio.com/listener for privacy information.

✈️ Retire Pilots the Right Way!

Thinking about giving your kids or grandkids part of their inheritance now? Frank and Frankie Guida unpack the “giving while living” trend, revealing what you need to consider before making a big financial gift. Discover how a retirement roadmap can help you balance generosity with your own long-term security, and hear real stories of retirees navigating these decisions. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

https://andrewhorval.substack.com/p/financial-security

In this Bestie Advice episode, we dive into a powerful career dilemma many women face - staying in a role that no longer values you out of fear, or finding the courage to walk away in pursuit of freedom. How do you honour financial security while also honouring your self-respect? And when fear of the unknown keeps you stuck, how do you finally choose yourself? This is the raw conversation about money, freedom, and the courage to take the next step.See omnystudio.com/listener for privacy information.

This week, we're diving into a topic every self-employed creative needs to understand—but that most of us avoid: taxes. And trust me, this conversation is anything but dry.I'm joined by Hannah Cole, tax expert, longtime working artist, founder of Sunlight Tax, and author of the brand-new book Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Hannah has helped tens of thousands of creatives build confidence around money through her clear, compassionate, jargon-free approach. She believes that financial clarity is a foundation for better, more meaningful creative work.Whether you're early in your business or leveling up, this conversation will leave you feeling empowered, informed, and equipped to make smarter financial decisions—so you can focus on your best creative work.Grab Hannah's book Taxes for Humans, and get ready to rethink what's possible with your money and your creativity.Show notes:Writers Tax Deduction GuideLearn more about Hannah:The Sunlight Tax PodcastWebsiteLinkedInInstagramTikTokYoutubeBook recommendation:Long Walk to Freedom, by Nelson MandelaFollow me on:Instagram @stacyennisFacebook @stacyenniscreativeLinkedInYouTube @stacyennisauthorTo submit a question, email hello@stacyennis.com or visit stacyennis.com/contact and fill out the form on the page.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Are you afraid to spend your own money in retirement?”This episode of How to Retire Radio Show tackles a common but rarely discussed challenge: spendophobia, the fear of using your hard-earned savings. The hosts reveal why this mindset can derail your retirement and share practical strategies to shift from saving to enjoying what you’ve built. You’ll learn how to create a reliable income stream, navigate tax implications, and avoid costly mistakes like draining accounts to pay off debt. Plus, a heartfelt reminder to focus on what truly matters, family and friends, during the holiday season. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

Ethan Glasgow explores how to stay calm when markets get turbulent and why emotional discipline is key to long-term success. He shares practical strategies for retirement planning, tackling inflation risks, Social Security concerns, and the fear of outliving your savings. Discover why trusting the process and working with a financial professional can help you navigate uncertainty with confidence. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com See omnystudio.com/listener for privacy information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3360: Jackie Beck offers a simple, empowering 30-day plan to kickstart your emergency savings, breaking down a goal that often feels overwhelming into small, daily steps. With a focus on creating realistic habits and tracking actual spending, she shows how anyone can begin to build financial security, even on a tight budget. Read along with the original article(s) here: https://www.jackiebeck.com/how-to-build-a-starter-emergency-fund-in-30-days-or-less/ Quotes to ponder: "Any amount is more than you had before. It's something that will insulate you from an emergency that much more than nothing." "Save FIRST and always instead, and then you'll have it done." "Make saving for emergencies a habit, and keep at it until you reach whatever larger goal feels comfortable to you." Episode references: Capital One 360 Savings Account: https://www.capitalone.com/bank/savings-accounts/online-performance-savings-account/ Bankrate Emergency Savings Survey: https://www.bankrate.com/banking/savings/emergency-savings-report/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3360: Jackie Beck offers a simple, empowering 30-day plan to kickstart your emergency savings, breaking down a goal that often feels overwhelming into small, daily steps. With a focus on creating realistic habits and tracking actual spending, she shows how anyone can begin to build financial security, even on a tight budget. Read along with the original article(s) here: https://www.jackiebeck.com/how-to-build-a-starter-emergency-fund-in-30-days-or-less/ Quotes to ponder: "Any amount is more than you had before. It's something that will insulate you from an emergency that much more than nothing." "Save FIRST and always instead, and then you'll have it done." "Make saving for emergencies a habit, and keep at it until you reach whatever larger goal feels comfortable to you." Episode references: Capital One 360 Savings Account: https://www.capitalone.com/bank/savings-accounts/online-performance-savings-account/ Bankrate Emergency Savings Survey: https://www.bankrate.com/banking/savings/emergency-savings-report/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's episode of The Career Confidence Podcast covers an important topic, feeling trapped by the financial security that your current role affords you. In this episode we tak about:The psychological burden of golden handcuffs, where financial security traps individuals in unfulfilling careers. What does success mean beyond financial metrics, particularly in different seasons of life?The importance of financial planning to facilitate career transitions. How increased income can lead to less personal freedom and happiness.Gradual career transitions vs dramatic shifts to achieve sustainable satisfaction. About Nicola SempleI help people build their career confidence and achieve their career goals.You can book a free no-obligation chat about how I can support you to achieve your career goals: https://nicolasemple.com/chatYou can get my free guide "Back Yourself: Your 7 Step Plan to Build Confidence and Achieve Your Career Goals": https://nicolasemple.com/backyourselfYou can buy my book The Career Confidence Toolkit: Take Control of Your Career and Fulfil Your Potential: https://nicolasemple.com/bookConnect with me on Linked In to carry on the conversation: https://linkedin.com/in/iamnicolasempleA new episode of The Career Confidence Podcast is released every second Friday. Hit the subscribe button and you will be the first to know when a new episode goes live.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3360: Jackie Beck offers a simple, empowering 30-day plan to kickstart your emergency savings, breaking down a goal that often feels overwhelming into small, daily steps. With a focus on creating realistic habits and tracking actual spending, she shows how anyone can begin to build financial security, even on a tight budget. Read along with the original article(s) here: https://www.jackiebeck.com/how-to-build-a-starter-emergency-fund-in-30-days-or-less/ Quotes to ponder: "Any amount is more than you had before. It's something that will insulate you from an emergency that much more than nothing." "Save FIRST and always instead, and then you'll have it done." "Make saving for emergencies a habit, and keep at it until you reach whatever larger goal feels comfortable to you." Episode references: Capital One 360 Savings Account: https://www.capitalone.com/bank/savings-accounts/online-performance-savings-account/ Bankrate Emergency Savings Survey: https://www.bankrate.com/banking/savings/emergency-savings-report/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Summary: In this episode of the Retirement LifestyleShow, Adrian Nicholson discusses the ten key values that people prioritize in retirement. He emphasizes the importance of good health, strong relationships, nutritious food, a structured routine, community involvement, respect, physical activity, comfort, financial security, and independence. Each of these elements contributes to a fulfilling and meaningful retirement experience, allowingindividuals to enjoy their later years with purpose and satisfaction.Hashtags: retirement, health, relationships,community, financial security, independence, wellness, lifestyle, longevity, purpose, investmentsChapters00:00 The Importance of Meaningful Retirement02:21 Building Strong Relationships06:01 Health and Wellness in Retirement07:27 Financial Security and IndependenceFollow Us At: Website: ⁠https://retirementlifestyleshow.com/⁠ ⁠https://www.retirewithroshan.com⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠ ⁠https://twitter.com/RoshanLoungani⁠ ⁠https://www.linkedin.com/in/roshanloungani⁠⁠https://www.facebook.com/retirewithroshan⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Are you letting market noise dictate your retirement peace of mind? Ryan Herbert & Lawrence Kiely dive into the crucial difference between chasing stock market gains and securing your monthly income for life. Discover why retirees who focus on income buckets can confidently tune out market volatility, maintain their lifestyle, and avoid the stress of sudden downturns. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

Ethan Glasgow dives into why emotional control is critical during market volatility and shares actionable strategies for building a secure retirement plan. From mitigating inflation risks to understanding Social Security, he addresses common fears about outliving your savings. Discover why trusting the financial planning process and working with a professional can help you navigate uncertainty with confidence. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Health insurance premiums are skyrocketing this year. Understanding why pulls in a multitude of topics: aging populations, expensive new drugs and treatments, rising costs across sectors, the consolidated profit layers baked into our system, and more. Sarah and Beth untangle why and how we got here, what's actually driving costs, and why the solution is not as simple as wishing for a universal healthcare fix. Plus: why everyone seems so angry about everything. Topics Discussed No Dumb Questions About Health Insurance Why Premiums Are Skyrocketing Insurance as Financial Security vs. Healthcare Solution Outside of Politics: Customer Service and Community Ready to go deeper? Visit our website for complete show notes, exclusive premium content, chats and more. If you're not already subscribed, you can use this link to ensure you're getting our show notes, weekly newsletter, and more. See omnystudio.com/listener for privacy information.

The Elder Economic Security Index is a tool that quantifies how much income older Americans need to meet their basic needs and age in place with dignity. On this episode of Policy Outsider, we unpack how the index works, what the latest findings tell us about economic security in later life, and how policymakers, advocates, and communities can use the index to shape better policy and programs. GuestsMaria Alvarez, Executive Director, NY Statewide Senior Action CouncilNidya Velasco Roldán, Post-Doctoral Fellow, Gerontology Institute, UMass BostonDina Refki, Executive Director, Institute on Immigrant Integration Research and PolicyLearn MoreLate-life Financial Security in New York: Evidence from the 2024 Elder Index (PDF)

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Ever wondered how shifting market conditions and new retirement rules could impact your future? This episode unpacks the essentials of retirement planning, from Required Minimum Distributions and annuities to changes in 401(k) contributions and Social Security strategies. We explore why building multiple income streams is important and how to optimize benefits for long-term financial security. Additionally, we tackle a hot debate: Can AI tools rival human financial advisors when it comes to navigating complex retirement decisions? Tune in for insights that help you think smarter about your financial future. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

What happens to your 401(k) when you retire—and how do you avoid costly mistakes? This episode of Empower Your Retirement with Frank and Frankie Guida breaks down the crucial choices facing retirees: keep your savings in a 401(k) or roll it into an IRA? Discover the pros, cons, and tax implications of each move, plus real-life stories of risk, return, and how the right strategy can protect your hard-earned money. Get clear, practical insights to help you make smarter decisions for your retirement years. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

How many income streams does it take to secure your retirement? This episode unpacks why relying on just one or two sources—like Social Security or a single investment—can leave your future exposed. Abe Abich explores the power of diversification, real stories from retirees, and practical ways to build a resilient income plan. From rental properties to annuities, dividends, and part-time work, discover how a balanced approach can help you weather market swings and enjoy lasting confidence in retirement. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ryan Herbert & Lawrence Kiely discuss a dramatic story of two brothers with identical savings but wildly different outcomes, revealing how market timing and preparation can make or break your financial future. They unpack the “sequence of returns” risk, the importance of income planning, and why having a strategy matters more than chasing market highs. Discover how to safeguard your lifestyle, prepare for the unexpected, and focus on enjoying retirement instead of fearing it. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

It's Sunday and I'm wrapping up the week by summarizing this week's theme: Smart Retirement Withdrawals: 10 Principles for Lasting Financial Security Actually this theme ran for 2 weeks because it was such a big topic.  In case you missed any episodes this week, here's the recap…

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereShould you keep your pension—or build your own?If you've left a teaching or public sector job to start a business or invest independently, the idea of commuting your pension can feel intimidating. Do you trade the safety net of a predictable income for the freedom (and risk) of building wealth your own way? In this episode, Jon and Kyle break down the mindset and math behind pensions—revealing what most people misunderstand about “guaranteed” security and how business owners can create their own version of it. Whether you're missing the comfort of a defined benefit plan or wondering if those “golden handcuffs” were ever worth it, this conversation reframes what financial certainty can really look like.You'll discover:The real rate of return behind traditional pensions—and why they're not as generous as they appear.How to replicate pension-like security using a well-structured, high–cash-value insurance policy or other conservative strategies.A practical framework for balancing growth, flexibility, and risk so you can build your own financial “floor” without sacrificing upside potential.Press play now to learn how to design your own pension-style safety net—and take control of your wealth on your own terms.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building lasting financial security in Canada starts with a clear Canadian wealth plan that integrates business ownership, financial planning, and tax-efficient investing. Through smart use of insurance, RRSP optimization, and corporate wealth planning, entrepreneurs can design a path toward financial independence Canada—balancing salary vs. dividends, managing personal vs. corporate tax, and leveraging investment strateReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Tripp Limehouse discusses the critical aspects of estate planning, emphasizing the importance of avoiding common pitfalls such as procrastination and outdated beneficiary designations. He highlights the necessity of having a will and the advantages of establishing a revocable living trust to avoid probate. The discussion also covers the emotional and financial challenges faced by retirees, particularly regarding Social Security decisions and managing family dynamics in estate planning. Tripp offers insights into the Green Line Principle as a safe money strategy for retirement planning, encouraging listeners to take proactive steps in securing their financial future. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

What if entrepreneurship could fundamentally change how we experience aging—making it more joyful, independent, and connected? On this special “ICYMI Aging” episode of The Angel Next Door Podcast, host Marcia Dawood brings together highlights from interviews with three pioneering guests who are reinventing what it means to grow older.You'll hear a recap of the insights from Dr. Kerry Burnight, who blends cutting-edge research and family wisdom to prevent elder abuse and loneliness; Hunter Ziesing, who uses tech and AI to personalize healthcare and empower people to own their wellbeing; and Bruce Simpson, an investor building the largest age tech marketplace to help seniors stay independent and financially secure.If you're curious about the future of aging, entrepreneurship, and technology's role in all of it, this episode will give you the highlights. When it comes to aging, having proactive strategies, community, and smart innovations can help us all thrive—at any age. Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode, financial therapist Lindsay Bryan-Podvin walks you through the essential legal and financial documents unmarried couples (and poly partners or cohabitating besties!) should consider, like cohabitation agreements, estate planning tools, and property titles. Whether you're sharing a home, finances, or a life together, these protections can offer clarity and peace of mind, without a marriage certificate.Planning while you're in love and of sound mind is one of the kindest things you can do for your future selves. TL;DR: If you don't make a plan, the state will make one for you.READ THIS INSTEAD:https://www.mindmoneybalance.com/blogandvideos/protecting-your-relationship-without-marriageJOIN THE NEWSLETTER:https://www.mindmoneybalance.com/newsletter

God offers a safe place.The quest springs from a universal craving of the human heart . . . but only the Bible reveals how we may achieve total, permanent security.Support the show

Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week, we're exploring: The big topic of retirement withdrawals. It's such a big topic that I'm taking 2 weeks to share with you 10 principles for lasting financial security. Managing your withdrawals is key to making your money last in retirement while at the same time spending in a way that brings you happiness and satisfaction.  I'll share with you what to consider as you prepare for retirement. Like nearly everything else in life, we need to measure twice and cut once. Actually when it comes to home improvement projects, my motto is measure never and put 12 extra nail holes in the wall, but I digress. So we'll talk about how to set yourself up for smart retirement withdrawals in the last few months and years before retirement, what you'll need to do around the time of retirement to get started on the right foot, and how to manage your withdrawals in retirement to balance your various financial needs and goals with the limited resources that are your retirement nest egg in order to make it last. 

On practices of empowerment, support and the archetypes that instruct and inspire us to evolve. (0:00) — Introduction and Guest Overview (2:47) — Table of Contents and Initial Discussion (7:34) — Confidence Paradox and Internalized Patriarchy (11:08) — Archetypes and Inner Critic (21:47) — Motherhood Paradox and Reflection Questions (22:26) — Archetypes and Personal Growth (24:44) — Vision for Life and Financial Security (27:24) — Path of Purpose and Job Crafting (41:12) — Final Thoughts and Gratitude Megan Dalla-Camina is the founder of Women Rising, a global women's empowermentcompany supporting hundreds of thousands of women through leadership, education, and transformational growth. A PhD researcher in women's spirituality, she brings more than 30 years of experience in executive leadership and entrepreneurship into her work guiding women to reclaim their feminine power. Megan weaves ancient wisdom, embodied practice, and modern science to help women awaken to the truth of who you are. Megan is the best selling author of 4 books including Women Rising: The Forces That Hold Us Back, The Tools To Help Us Rise (Wiley), and Simple Soulful Sacred: A Woman's Guide To Clarity, Comfort and Coming Home To Herself (Hay House).

Today's episode is about how to get out of debt, save & invest without a strict budget in midlife with Germaine Foley. We're exploring midlife money mindset and how to create the financial future that feels right to you. My guest is Germaine Foley.  Germaine is a Certified Life and Money Coach for women who make good money but aren't building wealth. She helps them take control of their finances and build wealth without losing the freedom to travel &/or buy nice things. Learn more: https://suzyrosenstein.com/podcast/ep-430-how-to-get-out-of-debt-save-invest-without-a-strict-budget-in-midlife/

Josh Tomeoni is a men's coach, financial expert, and host of The Derelict Podcast. With 18 years of experience building financial planning businesses—and learning from failures in marriage and life—Josh offers honest insight into what men face during divorce. Josh's mission is to help men reclaim authentic masculinity, find clarity, and live with courage and purpose. The Derelict: https://thederelict.biz/   Today's Sponsors: Black Rifle Coffee: https://www.blackriflecoffee.com  MudWtr:  Ready to make the switch to cleaner energy? Head to https://mudwtr.com and grab your starter kit today! Right now, our listeners get an exclusive deal—up to 43% off your entire order, plus free shipping and a free rechargeable frother when you use code "clearedhot". That's right, up to 43% off with code "clearedhot". Keep your energy natural and refreshing all year long with Mud/Wtr—because life's too short for anything less than clean, delicious energy.