Podcasts about Financial security

Retirement planning is becoming more complex as careers grow less linear, lifespans extend, and financial decisions start earlier in life. From early-career savers to small business owners and those approaching retirement, people are asking how to build financial security while staying flexible in an unpredictable world.In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Jaime Magyera, Head of BlackRock's U.S. Wealth Advisory and Retirement Businesses, to answer listener-submitted questions on retirement realities. Jaime shares perspectives drawn from her work with individual savers, financial advisors, and small business owners across the country.The conversation reframes retirement as the freedom to choose what comes next, rather than a fixed end point. Jaime discusses the importance of starting early, maintaining discipline through market cycles, and building plans that can adapt as careers, families, and goals evolve. The episode also explores the role of professional advice, the challenges facing non-traditional career paths, and why preparation — not prediction — is central to long-term financial resilience.Key insights include:• Why retirement is best viewed as a transition, not a destination• How starting early and staying invested can shape long-term outcomes• Why flexible planning matters for non-linear careers and families• What advisors should consider when working with small business owners• How professional advice differs from social and digital guidance• Why preparedness and emergency savings support financial resilienceKey moments in this episode:00:00 Introduction to The Bid00:50 Meet Jamie Magyera: Insights on Retirement Planning01:48 Transitioning into Retirement: Key Considerations04:05 Financial Planning for Younger Generations06:41 Non-Traditional Retirement Timelines09:56 Advisors and Small Business Owners: Planning for the Future12:45 How To Build Long-Term Client Relationships15:33 The Value of Professional Financial Advice17:28 Conclusion and Key Takeaways18:16 Closing Remarks and Up Nextretirement planning, financial security, wealth planning, capital markets, long-term investing,Sources: BlackRock's Read On Retirement Survey, September 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jennette McCurdy is the best-selling author of the memoir I'm Glad My Mom Died and her recent debut novel, Half His Age. Many people were first introduced to McCurdy when she was a child actor, but in her early 20s, she stepped away from her acting career to pursue writing. On this episode, she discusses the messy and uncomfortable power dynamics at play in her new novel, the deeper meaning behind some of her style choices, and why she didn't feel financially secure until the success of her memoir. Half His Age was released on January 20 and is available to order here: https://www.penguinrandomhouse.com/books/735278/half-his-age-by-jennette-mccurdy/

Financial security is about more than just building wealth: it's about resilience, preparation, and having the tools to weather whatever comes your way. And right now, with rising costs, market volatility, and evolving fraud risks, investors need that security more than ever.On this episode, FINRA Investor Education Foundation and Senior Vice President of Investor Education Gerri Walsh discusses what financial security really means in 2026, and how firms can help protect and empower their customers. This conversation that sits right at the heart of FINRA Forward, our commitment to evolving alongside the rapidly changing securities industry in support of our mission of protecting investors and market integrity.Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from FraudFINRA ForwardBlog Post: FINRA Forward's Rule Modernization—An UpdateBlog Post: Vendors, Intelligence Sharing and FINRA's MissionBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeEp. 168: Investing Wisely in 2025: Avoiding Scams and Achieving Your Financial GoalsEp. 183: Investors in the United States: Key Trends and Insights from the National Financial Capability Study Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

In this episode, Travis Chappell sits down with his co-host for a lively and surprisingly deep conversation that begins with TV banter and ends with some serious money talk. From dissecting White Lotus characters to breaking down what true financial security really means, Travis shares insights on why confidence in your ability to earn beats any number in the bank. Known for helping creators and entrepreneurs master income generation, Travis blends humor, vulnerability, and actionable advice that'll leave you rethinking your relationship with money. On this episode we talk about: Why confidence in your earning ability matters more than your savings balance The $10 million security number—does it really mean freedom? Why “comfortably” living in America now means a six-figure income How scarcity can actually fuel productivity and focus The mindset shift that keeps entrepreneurs resilient through financial risks Top 3 Takeaways Financial security isn't tied to a number—it's rooted in your confidence to generate income when needed. Comfort looks different today: for most families, living well now requires over $100K a year in virtually every U.S. state. Investing in yourself and your ability to earn is far more valuable than stockpiling money in a savings account. Notable Quotes “My security stems from my confidence that I can generate money out of nothing.” “If you can wake up tomorrow and know you can earn, you already have real financial security.” “Money only solves your money problems—but it's a lot easier to solve the rest when you've got some in the bank.” Connect with Travis Chappell: LinkedIn: linkedin.com/in/travischappell Instagram: instagram.com/travischappell Website: travischappell.com Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency.Capture leads, nurture them, and close more deals—all from one powerful platform.Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices

WMAL GUEST: LUKE PETTIT (Assistant Secretary for Financial Institutions at the U.S. Department of the Treasury) on the revolutionary "Trump Accounts" summit and the administration's plan to provide a $1,000 long-term financial foundation for American children. WEBSITE: TrumpAccounts.gov Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Wednesday, January 28, 2026 / 7 AM HourSee omnystudio.com/listener for privacy information.

Money stress doesn't come from a lack of income; it comes from a lack of clarity, systems, and emotional safety. Certified money coach Carrie Friedberg shares how breaking the credit card cycle, building intentional savings, and staying connected to your numbers can radically change your financial life and your relationships. This episode reframes personal finance as a learnable life skill, not a moral failing, and shows how small, consistent changes lead to lasting peace with money. Key Takeaways To Listen For Why credit cards quietly keep people stuck, and when stopping their use is the fastest reset 2 savings accounts that prevent financial emergencies from turning into debt What "financial systems" actually look like and why habits matter more than formulas How money stress impacts relationships and why avoidance makes it worse over time Reasons why lifelong financial literacy matters even after you feel "stable"   Resources/Links Mentioned In This Episode At Peace with Money by Carrie Friedberg | Kindle and Paperback The Let Them Theory by Mel Robbins | Kindle, Paperback, and Hardcover Online Course: Financial Wellness Foundations Quicken (Mac) Monarch   About Carrie FriedbergCarrie Friedberg is a money coach and financial empowerment guide who helps individuals transform their relationship with money by addressing the emotional, behavioral, and mindset patterns behind financial decisions. Blending practical money skills with personal development, Carrie works with clients to reduce financial stress, build confidence, and create aligned, values-driven financial lives. Her approach focuses on clarity, self-trust, and sustainable habits rather than shame, restriction, or hustle-based money rules.   Connect with Carrie Website: SF Money Coach   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early. Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode. Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com Find us on YouTube at https://www.youtube.com/@nextsteps4seniorsLearn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Tripp Limehouse and Steve Sedahl delve into the multifaceted aspects of retirement planning, emphasizing that it's not just about financial strategies but also about fulfilling personal dreams and maintaining a quality lifestyle. Tripp highlights the importance of transitioning from merely having retirement accounts to developing a comprehensive retirement plan that ensures financial security and allows for enjoyable experiences. They discuss common misconceptions about retirement, such as the belief that one will spend less money after retiring, and stress the need for a tailored approach to budgeting that includes both necessities and desires. The conversation also touches on the significance of consolidating accounts to streamline retirement income planning and the necessity of having a written plan to navigate the complexities of retirement effectively. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Hey Friend!   Do you currently live paycheck to paycheck? Are you paying bills first and living off of what is remaining bringing inconsistency to your budget? Does this make it hard to save money and reach your financial goals? Are you ready to live in financial security?    After today, you are going to know what it takes to create a stable income even with inconsistent paychecks and bills causing you to ride the feast or famine rollercoaster.    So go get your drink, open your heart to God and I'll see you inside!    Much Love    Molly    P.S. I have a BUDGET PLANNER and next week I am revealing what it looks like. Make sure you join the Budgeting With Confidence Facebook Community or become an insider so that you can see what the planner is going to look like, what it will do for you and learn all of the details behind how you can pre-order your planner. Plus take one more step by setting up your Kickstarter account so that you can be one of the first to pre-order and get a special launch day only pricing.  . . . Next Steps:  . Book a Call  . Join The Community  . Become an Insider . Set Up Your Kickstarter Account . Questions? Email me at mollybenell@gmail.com . Resources:  55. Ready for Financial Stability? How an Emergency Fund Can Get You There Fast. 84. Real Life Budget: How to Know if You're off Budget or if It's Time to Rework Your Categories. 119. Looking for Consistency? My Method to Quit Living Paycheck to Paycheck and Afford Food and Bills at the Same Time. 124. Base Budgeting: The #1 Way to Live on Less and Save More

Serial investor JL COLLINS reveals why renting is smarter than buying, the biggest lies about investing, how tax and debt destroy wealth, and how small savings will TRANSFORM your life!  JL Collins is a financial educator best known for his book ‘The Simple Path to Wealth', which has sold millions of copies worldwide. He's also the author of the JL Collins blog, including the renowned ‘Stock Series', and has been investing for over 4 decades. He explains:  ◼️How “F-You Money” changes every decision you make ◼️Why mortgages lock up opportunity and reduce long-term freedom ◼️Why index funds outperform almost everyone over a lifetime ◼️Why working harder doesn't stop being broke ◼️Why financial independence is about control, not consumption 00:00 Intro   03:27 Common Misconceptions About Money   05:10 Financial Freedom   06:15 Successful People Often Have Trauma   13:11 Mental Benefits of Financial Security   14:22 What Is F.U. Money?   15:59 Buying a House Isn't Always a Good Financial Idea   20:46 The Psychological Impact of Buying a House   22:00 Why Younger Generations Could Benefit From Flexible Living   25:32 The Easiest Path to Wealth   26:49 What's Stopping You From Becoming Financially Independent   29:32 How Spending Habits Reflect Self-Esteem   31:30 Advice for Getting Out of Debt   36:03 Should I Invest in Bitcoin?   38:43 Should I Rush to Pay Off My Mortgage?   40:50 Interest Rates Explained   41:28 How Mortgages Work   42:36 How to Get a Good Interest Rate on Your Mortgage   46:37 Is It Safe to Invest in Stocks in the AI Era?   49:17 Emotional Impact of Investing Without Enough Money   52:33 Do Men Take More Investment Risks Than Women?   54:09 Ads   55:13 The Magic of Compounding Interest   1:02:38 What's the Point of Being Frugal If I Want to Enjoy Life?   1:03:35 Young People Don't Care About Their Future Selves   1:07:08 Why You Should Invest for Your Children   1:10:28 How Much of My Income Should I Be Saving?   1:12:54 Deferring Taxes With Retirement Savings Plans   1:20:04 Index Funds vs Individual Stocks   1:27:39 The Beer Analogy (Stocks) 1:33:40 Don't Sell When the Market Drops   1:35:09 Is Investing Just Gambling?   1:36:06 Are Financial Courses a Scam?   1:37:27 Ads   1:39:26 Do I Need a Financial Advisor?   1:42:13 What Does Your Portfolio Look Like?   1:43:19 What Are Bonds?   1:45:23 Asking ChatGPT the Ideal Path to Wealth   1:46:26 How Do I Earn More?   1:47:14 Why Failure Is Necessary for Growth   1:49:33 You Can Have a Small Income and Still Be Financially Free   1:59:53 What's Your Biggest Regret?   Follow JL Collins:  X - https://bit.ly/4jy2cfp  Instagram - https://bit.ly/49binMk  You can purchase JL's book ‘The Simple Path to Wealth: Your road map to financial independence and a rich, free life', here: https://amzn.to/4aQvBPV  The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/  ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook  ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt  ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb  ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt  ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb  Lucas Jones (poet and artist): https://www.instagram.com/lucassjoness/?hl=en Sponsors: Rubrik - To learn more, head to https://rubrik.com   Stan: NO PURCHASE NECESSARY. VOID WHERE PROHIBITED. For Official Rules, visit https://DaretoDream.stan.store

What if everything you've lived through good, bad, or unexpected could become an income stream?

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.

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.

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.

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  

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.

✈️ 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.

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.

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:

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.

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/

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! 

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.    

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.