Podcasts about Financial security

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.

With layoffs, rising costs, and shifting markets, retirement planning has never been more critical. In this episode, Granger Hughes dives into the decisions that shape your future: Medicare choices, income strategies, tax considerations, and long-term care planning. Discover why understanding your options matters now more than ever and how a comprehensive approach can help you navigate uncertainty. From managing income streams to preparing for healthcare needs, this conversation offers practical insights for building resilience in retirement. Tune in for a clear-eyed look at what it takes to stay prepared in today’s changing economy. 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.

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Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. Today we look at the turning point that comes when you stop trying to do everything alone and start building an Investment Team around you. In this conversation, Andrew break down why going solo in the markets can cap your progress, and how surrounding yourself with the right mentors, accountants, brokers, lawyers and peers can change the way you invest. From interviewing advisers, choosing a broker who actually adds value, working with a switched on accountant, through to having a peer group that challenges your thinking, you will hear real stories from their own careers and clients. You will learn how to think about your Investment Team as a group of specialists in their own lanes, so you can focus on yours. You will also hear simple, practical steps for finding people you can trust, asking better questions and avoiding costly mistakes that come from guesswork or bad guidance. If you are ready to take your trading and investing more seriously by building a strong Investment Team around you, this episode is for you. Tune in now, and if you enjoy the show, please subscribe, leave a review, and share it with a mate who needs to hear it. 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 

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:

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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…

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 one of the most important topics for every investor: understanding how your strategy should shift across the Stock Market Phases. From accumulation to expansion and distribution, they uncover how each stage plays out, what the smart money is doing, and how you can position yourself for better outcomes. Markets move in cycles, and each phase presents both opportunities and risks. Andrew explains how to spot the early signs of accumulation when the big institutions start buying, why emotional decision-making can cloud your judgement, and how volatility can actually be a tool for traders. Mitch adds valuable insights into using geared ETFs, options, and technical indicators to adapt as market conditions evolve. You'll also hear real-world examples and strategies that professionals use to manage their portfolios through different Stock Market Phases. Whether you're a seasoned trader or a long-term investor, this discussion will help you understand how to respond when markets shift and sentiment changes. Subscribe, leave a review, and share this episode to help others master the art of managing money through every Stock Market Phase. 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 

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.

Marty discusses the intricacies of retirement planning, focusing on emotional aspects of spending, modern strategies for income diversification, and the importance of having a comprehensive plan to address longevity and family dynamics. The conversation emphasizes the need for preparation and understanding of financial rules to ensure a secure and enjoyable retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See 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

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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

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. In this episode, Andrew baxter tackle some of the dumbest stock market advice they've ever heard and explain why following it could set you back. From “don't invest, you'll lose all your money” to “stocks always go up,” they break down the myths and misunderstandings that keep investors from growing their wealth. You'll hear real examples of how bad advice spreads, what it costs people, and how to spot the red flags before they hit you. With more than 40 years of combined market experience, Andrew and Mitch share the lessons that separate smart investors from those who fall for the noise. Listen now, subscribe to the show, and share this episode with someone who needs better investing advice. 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  

Is your retirement plan as outdated as your old frying pan? Discover how today’s retirees can lock in competitive rates, navigate spending volatility, and rethink income strategies for lasting financial security. Host Kevin Madden shares real stories and practical advice, revealing why guaranteed income and flexible planning matter more than ever. Tune in for insights that challenge the “magic number” myth and help you build a smarter retirement roadmap. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

In this episode of "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the critical importance of emergency funds in today's uncertain economy. He explains what an emergency fund is, why it matters, and recommends saving 9 to 12 months of expenses in liquid, low-risk accounts—challenging the traditional 3 to 6 months' advice. Kevin emphasizes that a robust emergency fund provides financial stability, peace of mind, and flexibility during job loss or unexpected expenses, empowering listeners to make better decisions without fear or desperation.Why Emergency Funds Matter in Today's Economy (00:00:59)The Emotional and Relationship Impact of Emergency Funds (00:03:26)How Much Should You Save? (00:05:39)Where to Keep Your Emergency Fund (00:06:58)Adjusting Financial Priorities to Build Your Fund (00:08:01)The Psychology of Financial Security (00:10:12)Call to Action: Assess and Build Your Emergency Fund (00:12:32)Closing Remarks and Final Advice (00:13:30)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

This week on the Wealth Builder podcast Nick talks to Guidance team member Brenden Butler about ways to build financial security in your thirties. We'd love to hear your feedback. Send us a message via the Guidance website. Need help? - Learn about our Wealth Builder program Subscribe to our weekly GainingCHOICE email General advice disclaimer

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/

Think taxes are your biggest retirement risk? Discover how smart tax planning can preserve your savings, why most retirees struggle to spend confidently, and how life insurance can do more than just cover emergencies. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedIn See omnystudio.com/listener for privacy information.

Episode #177: Join me, Kimberly Lovi, on an insightful journey as we explore the path to financial empowerment and personal growth in this episode of "In Studio." We'll begin by discussing the critical steps needed to expand your business and income. You'll discover the power of setting clear, specific financial goals rather than settling for vague desires. Together, we'll work backwards to assess where you currently stand and map out the steps needed to reach your desired financial future. By breaking down expenses and creating a concrete plan, we'll guide you towards achieving financial security. Next, we'll tackle the transformative shift from a scarcity mindset to one of abundance. It's essential to recognize money as a form of energy that fuels your ambitions and impacts the world around you. We'll talk about the importance of investing in your business and involving others in your vision to drive success. Letting go of limiting beliefs about money is key, and you'll learn how collaboration and financial investment in capable hands can elevate your endeavors. Finally, we'll highlight the significance of investing in personal growth and development. Drawing from my experiences with courses like Amy Porterfield's Digital Course Academy and a Harvard course on data science principles, I'll share how acquiring new skills can propel both your business and personal goals. We'll also emphasize the importance of setting ambitious goals, surrounding yourself with proactive individuals, and avoiding negativity. Plus, for those struggling with mindset barriers, I'll introduce my mindset course to help you gain clarity and overcome obstacles. As we wrap up, we'll reflect on the importance of accountability and invite you to connect and share your progress. Thank you for joining us, and we hope you leave inspired to take action toward your success. Chapters:  (00:00) Empowerment Through Action (09:48) Overcoming Scarcity Mindset for Success" (24:46) Investing in Personal Growth and Development (35:41) Taking Action for Success Follow Kimberly on Instagram and TikTok @kimberlylovi or @iconicnationmedia  WATCH us on YouTube and view our brand new studio! 

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Michael Banner, host of the 62WhoKnew Podcast, about the double-edged sword of longer lifespans—and what it means for how we plan, spend, and protect our financial futures.

Don't mistake high income for financial freedom. That's the hard-earned lesson from CPA and tech strategist Catrina Kraft. After losing 80% of her income overnight, Catrina realized that true wealth isn't about how much you earn, but how much you strategically protect. In this powerful episode, we break down the critical tax strategies and structural changes every entrepreneur, coach, and consultant must implement now to achieve resilient financial security.    

Turning 65 isn’t just a milestone—it’s a crossroads for your health and financial future. In this episode, Jackie Campbell sits down with Karen Lund to unpack the complexities of Medicare, sharing real-life scenarios and expert advice to help you avoid costly mistakes and choose coverage that fits your lifestyle. Learn why personalized guidance matters, how open enrollment works, and what questions to ask before making decisions that impact your retirement security. Whether you’re planning ahead or helping loved ones, this conversation delivers clarity for every listener. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Is your dental practice truly prepared for a crisis? Whether it's a financial surprise, an IRS inquiry, a health issue, or key staff leaving, unexpected challenges are inevitable.Join us as we equip you with the knowledge to create bulletproof contingency plans, establish emergency funds and lines of credit, and organize your financial records for peace of mind. Learn how proactive planning doesn't just protect your practice—it helps you thrive and maximize its value for future growth or sale.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Insurance isn't boring—it's the foundation of your wealth plan. Most people treat it like an afterthought, only glancing at benefits during open enrollment and hoping nothing bad happens. That's exactly why so many families end up scrambling when life hits them with the unexpected.In this episode, I sit down with Maxwell Schmitz, a disability insurance and income protection expert, to rip apart the myths and excuses around insurance. We cover the psychology behind why people ignore it, the real risks you're facing, and why disability insurance is more likely to impact your life than death during your working years.We break down the most common myths:“I'm too young for that.”“I've got coverage through work, I'm good.”“Insurance is a waste of money.”Max exposes the flaws in that thinking with numbers, stories, and blunt truth. We also dive into why group plans don't cover nearly as much as you think, why cost isn't the real barrier, and how insurance fits on the defensive side of your wealth strategy.You'll walk away knowing the exact policies to check before the year ends, the one question you should be asking your advisor, and why your emergency fund is the first move if you do nothing else.This is a raw, no-BS conversation about protecting your income, your family, and your peace of mind. Watch the full episode on YouTube: https://youtu.be/aCx9zCcjhIIAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

In this episode of Operation Be, I'm pulling back the curtain on what security and stability in relationships really mean. This conversation started with a personal story that hit me hard and made me reflect on how often we, especially as women, are conditioned to value the wrong things when it comes to love and partnership. I'll share my perspective on the importance of being whole before entering a relationship, how codependency can sneak in and steal our power, and why emotional stability, communication, and reliability matter so much more than the surface-level stuff society tells us to chase. True security isn't just about finances—it's about feeling safe, supported, and aligned. Let's talk about what that looks like and why you should never settle for anything less.

Jess Fenton dives into a topic every woman needs to hear: individuation and the importance of creating financial security for your future self. From ancestral patterns of vulnerability to activating your inner masculine (the animus) for financial independence, Jess explores how looking after your future self is the ultimate act of self-love.Jess shares her personal journey with money, how she learned to care for her future self, and the practical steps women can take to build passive income and invest in their long-term wellbeing. She also explains how individuation affects relationships, self-worth, and the quality of life you create for yourself.Whether you're just starting your financial journey or looking to align your masculine and feminine energies for abundance, this episode provides insight, inspiration, and actionable guidance for securing a prosperous, empowered future.Key Takeaways:Understanding the ancestral and cellular-level sense of vulnerability women often carry.Why financial stability is a core anchor for feminine empowerment.The difference between feminine energy and inner masculine (animus) activation.How individuation can transform your relationship with money, self-worth, and partners.Practical steps to secure passive income for your future self.The importance of hope and perception in creating wealth and opportunity.Why starting at the top (non-linear thinking) can accelerate your financial and personal growth.Resources & Mentions:Jess's program: The Spiritual Millionaire – a framework for creating wealth and abundance aligned with your inner self.Inspired by conversations with peers and experts in Human Design and spiritual finance.Timestamps:0:02 – Introduction0:17 – Importance of financial security for women1:01 – Cellular memory of vulnerability and ancestral patterns2:08 – Why having your own money matters3:29 – Future self and ultimate self-love5:08 – Jess's personal story and spiritual community context7:00 – Money mindset, optimism, and neglecting the future self8:22 – Individuation in teens vs. midlife9:03 – Taking care of future self improves relationships12:28 – Activating the inner masculine (animus)14:33 – Animus projection and relationship dynamics16:06 – Practical steps for letting the inner masculine manage finances19:28 – Working backwards: determining passive income goals24:49 – The power of hope and perception in wealth creation27:03 – Non-linear thinking: starting at the topConnect with Jess:www.goinward.co.ukwww.instagram.com/goinward

What if retirement isn’t the end, but a new beginning? In this episode, Jackie Campbell explores why many choose to work longer, how women face unique retirement challenges, and what you must know about Medicare open enrollment. Plus, get real talk on market volatility, relationships, and building a plan that lasts as long as you do—while still having fun along the way. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

We'd love to hear from you. What are your thoughts and questions?In this conversation, Dr. Allen Lomax and Andreas Schweitzer delve into the complexities of trade finance, exploring its potential as a lucrative investment opportunity despite the inherent risks of fraud. They discuss the evolution of trade finance, its significance in the global market, and the challenges faced by small and medium enterprises in securing funding. Andreas shares insights from his extensive experience in the field, emphasizing the importance of due diligence and understanding the local market dynamics. The discussion also touches on the publication of Andreas's book, 'Trade Works,' which aims to educate investors about the intricacies of trade finance and its potential for uncorrelated returns.Main Points:Trade finance offers strong returns but carries fraud risks.A significant portion of global fraud is trade-based.Understanding trade finance is crucial for investors.Private debt is a growing market due to bank limitations.Investors should focus on niche markets for better yields.Fraud in trade finance often involves large sums.Due diligence is essential in trade finance investments.Local knowledge is key to successful trade finance.Andreas's book provides insights into trade finance.Investing in trade finance requires careful consideration. Connect with Andreas Schweitzer:as@arjancapital.comhttps://artistradeinvest.com/https://www.linkedin.com/in/andreasschweitzer/

In this episode of the Sunlight Tax podcast, I reveal the #1 habit that sets successful freelancers apart: consistent saving. Discover why saving is like a muscle you need to train, how small, steady contributions to retirement accounts can snowball into long-term financial security, and why waiting for the "perfect" moment to save holds you back. I share my personal journey, real success stories from my community, and practical tips to overcome the psychological barriers that keep many creatives and freelancers from building wealth. Whether you're just starting out or have been self-employed for years, you'll learn how to take imperfect but powerful action toward your financial goals and harness the power of compound interest to create a more secure future. If you've ever felt behind on saving, this episode will give you the motivation and strategy you need to start today. Also mentioned in this episode: 01:11 The Key Habit of Successful Freelancers 03:40 Overcoming Perfectionism in Saving 06:37 The Power of Consistent Savings 09:12 Building a Safety Net with Small Contributions 11:51 The Psychology of Financial Habits 14:54 Real Success Stories from the Community 18:26 The Importance of Habits Over Windfalls 21:10 Encouragement and Resources for Financial Security   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions Check out my program, Money Bootcamp  

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.

The face of lending has changed forever. In this episode, we unpack the new era of digital lending and its impact on the modern consumer. Our special guest, Sachin S from CRIF, explains how credit bureaus work, the rise of quick loans and EMIs, and the importance of monitoring your credit score. Learn how to build a healthy score from scratch, understand what lenders look for, and discover essential strategies to protect yourself from online fraud. Get your questions answered on personal loans, credit cards, and how to master your personal finance journey.✔ Digital Lending: The shift to a quick, tech-driven lending ecosystem, especially for Gen Z. ✔ Building Credit: How to responsibly start your credit score journey with small loans and credit cards. ✔ Role of Bureaus: Credit bureaus like CRIF get data from lenders to build your report. ✔ Fraud Vigilance: Protect your data and check your free RBI-mandated credit report for fraud. ✔ Your Credit Report: Understand what's on your report and how to dispute errors.From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations.Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more Watch full episodes right here on YouTube Explore more at ivmpodcasts.comConnect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We’re @ivmpodcasts on Facebook, Twitter & InstagramSee omnystudio.com/listener for privacy information.

Dr Boyce talks about financial security in the black community

Most people think the key to wealth is working harder, but that's actually what keeps them stuck. In this episode, Lori and I sit down with our friend Mel Abraham, CPA and bestselling author, to talk about redefining wealth and creating financial freedom on your own terms. Mel opens up about surviving cancer and how it reshaped his entire perspective on money. He shares the behavioral traps that keep people from building wealth, the game plan he personally uses to create financial independence without burnout, and the exact framework that helped one of his students go from $2K/month to $10K/month with just one presentation per week. Get ready to stop chasing money and start building your own money machine.   HIGHLIGHTS 00:00 How Mel's cancer battle reshaped his entire perspective on money. 05:00 The best thing money can buy isn't what you think. 11:00 Why does life feel so expensive, and what to do about it? 16:30 Why becoming more valuable is the path to earning more. 19:00 How to face off with yourself when change feels impossible. 20:45 How to save when income is inconsistent. 26:15 The hardest threshold on your path to wealth. 32:45 What is wealth for you? 39:45 The FREE event that will show you how to build your money machine.   RESOURCES Sign up for Mel's The MONEY MACHINE LIVE Experience HERE Join the most supportive mastermind on the internet - the Mentor Collective Mastermind! Make More Sales in the next 90 days - GET THE BLUEPRINT HERE! Check out upcoming events + Masterminds: chrisharder.me Text DAILY to 310-421-0416 to get daily Money Mantras to boost your day.   FOLLOW Chris: @chriswharder Lori: @loriharder Frello: @frello_app Abraham: @melabraham9