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Kelley Slaught discusses retirement planning, building income streams, managing longevity risks, and handling life changes like divorce and the death of a spouse. This episode offers insights on creating a secure financial future and avoiding common pitfalls. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the future of Social Security, the impact of political decisions, and practical strategies for retirement planning amidst economic challenges. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
Join Kelley Slaught, owner and CEO of California Wealth Advisors, as she shares insights on retirement income planning, tax strategies, estate planning, and navigating the complexities of retirement finances. Kelley also discusses a proactive approach with inflation during the retirement years. Learn how to avoid common blunders and create a tailored plan for a secure financial future. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Kelley discusses essential retirement planning strategies, including Social Security timing, tax planning, and investment diversification, to help listeners build confidence and avoid common pitfalls in their financial journey. 800-810-8060 California Wealth Advisors See omnystudio.com/listener for privacy information.
Kevin discusses retirement strategies during economic uncertainties, including inflation, interest rates, stock market tips, and legacy planning. He emphasizes diversification, risk management, and long-term planning to secure a stable retirement. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
In this episode, Kelley discusses the impact of social media on financial perceptions, the FIRE movement, and how to navigate online financial advice. She emphasizes personalized strategies for retirement planning, avoiding trends, and making informed decisions to achieve financial security. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Kevin takes note of the latest economic news with higher prices and interest rate uncertainty in opening a discussion of a slight erosion of confidence among retirees and soon to be retirees. He also points out that having a plan with risk adjustments, proper income strategies, Social Security claiming strategies, and even long term care considerations can help to boost your retirement confidence. Reach Kevin at 800-975-6717. Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind. She then moves into the different layers of income in retirement while also stressing the need to be properly diversified. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Marty opens by pointing out some of the drivers of retiree anxiety. They include a lack of confidence, being fed financial news twenty-four hours a day, inflation and interest rate uncertainty. He then moves into a discussion about easing that anxiety in retirement by building in a good income and spending plan. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
What if the biggest threats to your retirement aren’t market swings—but the everyday costs no one warns you about? On this episode of the Retirement Coffee Talk podcast, Charisse Rivers breaks down the surprising expenses retirees often overlook, from Social Security taxes and Medicare penalties to dental work, healthcare, and long‑term care. Using relatable comparisons and real‑world examples, this episode explores how “one‑time” events and miscellaneous costs quietly add up year after year. The conversation highlights why retirement planning isn’t just about monthly bills, but preparing for unpredictable moments—from major home repairs to milestone trips—and why those details matter more than most people expect. Like this episode? Hit that Follow button and never miss an episode!
Kelley discusses comprehensive strategies for creating sustainable income in retirement, emphasizing layered income planning, tax diversification, and the importance of proactive planning to ensure financial confidence. Reach Marty at 888-519-9096. Smart Money Solutions See omnystudio.com/listener for privacy information.
Kelley shares insights on retirement planning, risk management, and wealth strategies. Discover how to balance growth, income, and safety while avoiding common pitfalls in your financial journey. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Marty discusses essential retirement planning strategies, tax considerations, legacy transfer, and adapting to new retirement realities. Learn how to optimize your finances for a secure and fulfilling retirement. Reach Marty at 888-519-9096 Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Kelley discusses comprehensive strategies for creating sustainable income in retirement, emphasizing layered income planning, tax diversification, and the importance of proactive planning to ensure financial confidence. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.
Marty discusses strategies to turn savings into reliable income, the importance of flexible plans, and how to avoid common pitfalls in retirement. Learn how to create a personal pension, manage taxes, and ensure your money lasts a lifetime. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
On this episode: The fallacy of “When you do better, we do better.” Hidden costs that may surprise you in retirement. Many happy retirees have established this bucket of money. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
In this episode, Marty discusses essential retirement planning strategies, focusing on tax planning, risk management, and creating a guaranteed income stream. He emphasizes the importance of proactive planning to ensure a comfortable and secure retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Kelley Slaught, CEO of California Wealth Advisors, shares insights on retirement planning, risk management, and investment strategies to ensure a secure and prosperous retirement. Discover how to avoid common pitfalls, optimize income, and protect your assets in this comprehensive guide. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
In this episode of Kelley's Bull Market News, Kelly discusses critical red flags in financial planning and retirement, including budget pitfalls, tax strategies, healthcare costs, and exit planning for business owners. Learn how to identify canaries in the coal mine and avoid costly mistakes to secure your financial future. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Marty weighs in on the FIRE and FILE retirement philosophies and discusses the challenges that could be faced by those who subscribe to financial independence, retire early and financial independence, live early. He then moves to strategies that are employed by those taking a more traditional approach to retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Kelley discusses the impact of geopolitical events on the economy. More importantly, she focuses on the effects on our personal financial and retirement plan and how we can gain control in that area. Kelley also describes the benefits of running through a “practice” retirement before one actually retires. Other topics covered include estate planning and strategies for diversification and tax efficiency. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Marty talks about the global unrest and the effects it can have on retirement plans. He stresses that we need to focus on the things we can control and offers strategies to do just that. He also covers how we need to be cautious about not letting our emotions take over in uncertain times. He advises reviewing your income strategy and possibly increasing your financial buffer. Reach Marty at 888-519-9096 Smart Money SolutionsSee omnystudio.com/listener for privacy information.
In this comprehensive episode, Kelley Slaught discusses retirement myths, tax strategies, inheritance rules, and the new way of planning for non-spousal inherited IRAs since the stretch IRA was eliminated by original Secure Act. Learn how to optimize your retirement planning, avoid common pitfalls, and prepare for a secure financial future. Reach California Wealth Advisors at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Marty looks at how we can mirror Warren Buffet’s strategies in our retirement planning. Some of Buffet’s advice that can be custom fit to your plan include principal protection while investing long term. Marty also covered all the considerations of estate planning and strategies to consider now that the stretch IRA is a thing of the past. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
This episode features Kelley Slaught, a seasoned financial advisor, discussing the multifaceted aspects of retirement planning. Topics include emotional preparation, misunderstandings about investments, and the role of annuities, providing listeners with comprehensive strategies for a secure and fulfilling retirement. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
This is episode 133, "Cutting Back to Cover Healthcare Expenses." In this episode, host Joe Sparks discusses a recent survey by the Kaiser Family Foundation (KFF) that revealed that more than 82 million people are cutting back to cover healthcare expenses. Do not miss this episode as host Joe Sparks examines how people are cutting back to cover healthcare expenses and that Medicare for All will eliminate this problem. Here are the links referenced in this episode. Gallup survey: One-Third of Americans Cut Back to Cover Healthcare Expenses New York Times article: A Third of Americans Have Cut Spending or Borrowed Money for Health Care: Washington Post article: One-third of Americans skip meals or other needs to afford health care Here are the links for my previous episodes. Episode 8: The Economics of Health Care, Part 1: The Problem – Our Current Health Care System Is Unaffordable Episode 9: The Economics of Health Care, Part 2: The Solution – Medicare for All
Kelley speaks to the critical need for proper planning even before you make that transition into retirement. She stresses what needs to be addressed in a good retirement plan including paycheck replacement income, your risk, and how your income from two years ago can determine what you pay in Medicare premium. Kelley also talks about good tax planning and some important things to be aware of if you start a business in retirement. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
### HEADLINE: THE TAX CODE ORIGINS OF HIGH AMERICAN HEALTHCARE COSTS SUMMARY:Veronique de Rugy traces modern healthcare expenses to a 1920s tax error and advocates for health savings accounts to restore consumer control and transparency. GUEST: Veronique de Rugy NUMBER: 13 (13)NOVEMBER 1899
In this episode of Kelley's Bull Market News, Kelley Slaught discusses the evolving landscape of retirement, emphasizing the importance of planning for longer lifespans and the financial implications of longevity. She explores the outdated 4% rule, the risks associated with sequence of returns, and the necessity of tax strategies for a sustainable retirement. The conversation also highlights the rising healthcare costs and the introduction of TrumpRx as a potential solution for prescription savings. Additionally, Kelley addresses the demographic shift known as Peak 65, where a significant number of Americans are reaching retirement age, and the implications for Social Security and personal financial planning. Listener questions provide further insights into practical financial strategies and the importance of personalized wealth management. Reach Kelley at 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
This conversation delves into the multifaceted aspects of retirement planning, focusing on the emotional and social challenges retirees face with the big challenge being lonliness. Marty provides lifestyle advice to combat the lonliness. He also emphasizes the need for a holistic approach to retirement, addressing not only financial strategies but also the emotional well-being of retirees. The discussion includes practical advice on managing taxes, utilizing real estate effectively, and ensuring a comfortable lifestyle in retirement. Listener questions further enrich the dialogue, providing insights into common concerns regarding retirement income and legacy planning. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Kelley Slaught discusses the complexities of retirement planning, emphasizing the importance of managing expectations, budgeting, and preparing for unexpected expenses. She highlights the psychological shifts that occur in retirement, the need for clear communication between partners, and the significance of having a shared financial plan. Kelley also addresses common retirement risks, the importance of flexibility in financial strategies, and answers listener questions about various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the evolving landscape of retirement, emphasizing the importance of planning for longevity, income, and the fun aspects of retirement. He highlights strategies for guaranteed lifetime income, the implications of taxes, and the impact of required minimum distributions (RMDs). The conversation also touches on the considerations of downsizing and the costs associated with RV travel in retirement, providing listeners with a comprehensive view of modern retirement planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the quiet fears surrounding retirement that many individuals face. He emphasizes the importance of building financial confidence through comprehensive planning, addressing the emotional transitions that come with retirement, and overcoming spending anxieties. The conversation also touches on the disciplined saver mindset, the significance of feeling prepared for retirement, and strategic planning for unexpected life events. Questions are answered, providing insights into maximizing social security benefits and budgeting for healthcare costs. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning. Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in legacy planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Kelley discusses the importance of having a written retirement plan and dispels common myths that can mislead retirees. She emphasizes the significance of tax-free income strategies, investment diversification, and the necessity of estate planning. Kelley also addresses the impact of taxes and inflation on retirement savings, and provides insights into health savings accounts, municipal bonds, and the role of life insurance and annuities in retirement planning. The episode concludes with listener questions, offering practical advice for various retirement scenarios. Reach Kelley at 800-810-8060.California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the critical balance between safety and growth in retirement planning. He explores various investment strategies, including high yield savings accounts, annuities, and US Treasury Securities, emphasizing the importance of safeguarding wealth while still achieving growth. The conversation also covers the implications of market downturns, early retirement considerations, and the necessity of managing debt and healthcare costs. Listeners are encouraged to take a comprehensive look at their financial situation and consider customized strategies for a secure retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty emphasizes the importance of financial literacy in retirement planning, discussing various aspects such as inflation, social security strategies, legal changes, and the risks of financial scams. He provides insights on creating a comprehensive retirement plan, assessing readiness, and understanding tax implications. The episode also features listener questions, highlighting real-life scenarios and solutions. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Kelley discusses the importance of continuing to invest after retirement, emphasizing the need for proper asset allocation and withdrawal strategies to maximize retirement income. She also covers legacy planning, common investment mistakes, and answers listener questions about various financial concerns. The conversation highlights the significance of tailored financial planning and the unique services offered by California Wealth Advisors. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the critical financial mistakes that baby boomers often make as they approach retirement. He emphasizes the importance of understanding social security benefits, the necessity of saving, and the potential healthcare costs that can arise. The conversation also covers strategies for income distribution, tax implications, and the significance of planning for long-term care. Listener questions provide additional insights into navigating retirement planning effectively.' Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Explore how virtual care keeps employees healthy and focused, boosting productivity, reducing disruptions, and supporting both mental wellness and consistent team performance in today's fast-paced work environment.Learn more: https://telehealthforless.com/ Telehealth for Less City: Sea Girt Address: 2150 NJ-35 Website: https://telehealthforless.com Phone: +1 732 716 2233 Email: scott.hall@betteronlineinfo.com
Donovan Pyle, CEO of Health Compass Consulting, is on a mission to revolutionize how businesses manage healthcare benefits. Drawing on experience from both the carrier and brokerage sides of the health insurance industry, he uncovers the hidden inefficiencies costing companies time and money. Donovan is also the author of the forthcoming book Fixing Health Care: How Executives Can Save Their People, Their Business, and the Economy, sharing bold strategies to transform healthcare and drive real results.Please learn more about Donovan Pyle at www.healthcompassconsulting.comOn this episode of Mr. Biz Radio, Ken “Mr. Biz” Wentworth sits down with Donovan Pyle, CEO of Health Compass Consulting, to reveal how smarter healthcare strategies can transform business performance. Donovan pulls back the curtain on hidden inefficiencies in traditional healthcare plans and shares how leaders can turn benefits from costly obligations into strategic advantages. His real-world insights make it clear: healthcare doesn't have to drain your budget—it can fuel growth.Key Takeaways:-Businesses can save significant sums, reducing waste equating to $4,000 per employee per year by addressing inefficiencies.-Obtaining unbiased advice is crucial for uncovering opportunities within the complex healthcare benefits landscape.-Businesses must focus on transparency, data analytics, and strategic alignment with broader business goals to maximize healthcare program effectiveness.-Mid-sized and smaller companies have a unique opportunity to distinguish themselves by engaging effectively with their healthcare strategies.
NBC's Senior Business Correspondent Christine Romans breaks down how to save on medical expenses and getting the most out of your benefits going into the new year. Also, Brian Cheung gives an inside look into Boston's robot block party and shows how there is a community of people who want to embrace a future where humans and robots can coexist. Plus, Danica McKellar stops by to share all about her 12th book "I Love You 100" a book that teaches children to count to 100 through a story full of love and help them to develop a positive association with math. And, comedian and actor Lil Rel Howery discusses his upcoming holiday film "Unexpected Christmas." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brad and Ginger discuss the importance of asset flexibility, community building, and health savings accounts (HSAs). The conversation emphasizes maximizing contributions to HSAs while addressing financial conflicts that arise within relationships. Key Topics Discussed: Introduction and Community Building (00:00:00) Ginger shares her growing efforts to engage with the community and incorporate more fun activities into her life. Understanding HSA and Healthcare Expenses (00:32:00) The benefits of maxing out an HSA are discussed, highlighting the importance of using it strategically for long-term healthcare expenses. Importance of Asset Flexibility (00:19:00) The discussion covers the flexibility of different asset types and how this can affect financial independence strategies. Overcoming Financial Conflicts in Relationships (00:39:10) Strategies for couples to align financial goals and values while avoiding conflicts are outlined. Conclusion and Resources (00:57:10) Brad shares exciting new developments in the ChooseFI community and invites listeners to engage. Key Takeaways: Maximize HSA Contributions (00:32:00) Take advantage of tax-free growth in HSAs by maximizing contributions, as this can benefit long-term healthcare costs. Engage in Open Discussions (00:44:00) Successful financial planning requires transparent conversations about values and aspirations between partners. Explore Various Account Types (00:19:00) Have a mix of account types (taxable, Roth, traditional) for better flexibility and planning around future income and expenses. Quotes of Note: "Plan ahead to avoid complications later." (Brad, 00:39:00) "Building connections leads to a richer life." (Ginger, 00:05:50) "Your money is not trapped. It's just simply not." (Brad, 00:26:00) "Save for freedom, not deprivation." (Ginger, 00:48:00) "Engage in genuine conversations about finances." (Brad, 00:47:00) Chapter Markers: 00:00:00 Introduction and Community Building 00:32:00 Understanding HSA and Healthcare Expenses 00:19:00 Importance of Asset Flexibility 00:39:10 Overcoming Financial Conflicts in Relationships 00:57:10 Conclusion and Resources FAQs: How can I better communicate financial goals with my spouse? Engage in open discussions about values associated with finance and find common ground. (00:44:00) What are the benefits of maxing out an HSA? Maxing out HSA contributions allows for tax-free growth and withdrawals for qualified medical expenses. (00:33:00) Can I take money out of my retirement accounts before age 59 and a half? Yes, there are strategies that can allow you to access your funds early without penalties. (00:26:00) Related Resources: Risk Parity Radio (00:11:00) Ancestry.com (00:54:00) InsideTracker (00:53:00) Action Items: Join a local FI group to enhance community involvement. (00:03:39) Review your HSA contributions and expenses to maximize benefits. (00:32:00) Discuss financial goals with your spouse to reach consensus. (00:44:00) Discussion Questions: How can we balance spending and saving in our relationship? (00:44:00) What strategies can we use to engage more with our community? (00:01:00) How do we effectively allocate our finances towards asset flexibility? (00:19:00)
Can you replace some or all of your paycheck in retirement? It’s an issue many of us don’t know how to solve. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
In this episode, Nolan Baker discusses strategies for balancing risk and security in retirement portfolios, emphasizing the importance of understanding investment rules, managing emotional reactions to market volatility, and being aware of hidden fees that can erode savings. They also highlight the significance of having a clear retirement plan and the need for regular reviews to adapt to changing circumstances. Register for the upcoming Seminars with America's Retirement Headquarters at ARHQ Events Learn more about America's Retirement Headquarters and upcoming events online. Follow us on Facebook, YouTube and LinkedIn for even more helpful insights you can use for retirement. See omnystudio.com/listener for privacy information.
Richard Rosso and Matthew Doyle discuss rising healthcare costs and their impact on retirement healthcare planning: What would happen if you were to outlive retirement savings...and how to successfully initiate financial planning for medical expenses so you can better manage healthcare inflation in your retirement years. There's also conversation about Tariff Terror and the markets' dislike for uncertainty; what would a Spam tariff look like? Bond pricing and the viability of tariffs if the economy continues to weaken; Seniors living along is on the rise: "Un-partnered." Is America going the way of Japan demographically? Richard's concept for a retirement "village:" Dead Ends. How technology helps Seniors age in place (FiveWishes.org) Richard & Matt discuss Gene Hackman's estate and financial/estate planning foibles of the rich & famous; estimating healthcare expenses in retirement (Richard's birthday is this weekend: What Medicare package will he choose?) The value of nutrition in retirement. SEG-1: Tariff Terror & Market Uncertainty SEG-2: Bond Pricing & Tariff Talk SEG-3a: Candid Coffee preview SEG-3b: Seniors Living Alone SEG-4a: Gene Hackman's Estate SEG-4b: Estimating Healthcare Costs in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s ------- Articles mentioned in this report: "Is The Correction Over?" https://realinvestmentadvice.com/resources/blog/is-the-correction-over/ ------- The latest installment of our new feature, Before the Bell, "Tariff Talk Tatters Traders," is here: https://www.youtube.com/watch?v=vNacMxVvnQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Economic Forecasts Diverge," https://www.youtube.com/watch?v=qizvC5xxIX0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1409s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HealthcareCosts #RetirementPlanning #FinancialWellness #MedicalExpenses #MoneyMatters #EconomicForecasts #GDPNow #Nowcast #MarketOutlook2025 #RecessionOrRecovery #InvestingInUncertainty #TariffTalk #AutomobileTariffs #EconomicOutlook #MarketRisk #FinancialTalk #InvestingInsights #StockMarketRally #BullMarket #InvestingTips #MarketTrends #FinancePodcast #MarketRally #MarketSellOff #MarketCorrection #MarketBottom #MarketVolatility #StockMarketUpdate #MarketCorrection #StockMarketUpdate #MarketCorrection #Investing2025 #Tesla #Savanna Bananas #FinancialNews #EconomicOutlook #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing
Richard Rosso and Matthew Doyle discuss rising healthcare costs and their impact on retirement healthcare planning: What would happen if you were to outlive retirement savings...and how to successfully initiate financial planning for medical expenses so you can better manage healthcare inflation in your retirement years. There's also conversation about Tariff Terror and the markets' dislike for uncertainty; what would a Spam tariff look like? Bond pricing and the viability of tariffs if the economy continues to weaken; Seniors living along is on the rise: "Un-partnered." Is America going the way of Japan demographically? Richard's concept for a retirement "village:" Dead Ends. How technology helps Seniors age in place (FiveWishes.org) Richard & Matt discuss Gene Hackman's estate and financial/estate planning foibles of the rich & famous; estimating healthcare expenses in retirement (Richard's birthday is this weekend: What Medicare package will he choose?) The value of nutrition in retirement. SEG-1: Tariff Terror & Market Uncertainty SEG-2: Bond Pricing & Tariff Talk SEG-3a: Candid Coffee preview SEG-3b: Seniors Living Alone SEG-4a: Gene Hackman's Estate SEG-4b: Estimating Healthcare Costs in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s ------- Articles mentioned in this report: "Is The Correction Over?" https://realinvestmentadvice.com/resources/blog/is-the-correction-over/ ------- The latest installment of our new feature, Before the Bell, "Tariff Talk Tatters Traders," is here: https://www.youtube.com/watch?v=vNacMxVvnQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Economic Forecasts Diverge," https://www.youtube.com/watch?v=qizvC5xxIX0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1409s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HealthcareCosts #RetirementPlanning #FinancialWellness #MedicalExpenses #MoneyMatters #EconomicForecasts #GDPNow #Nowcast #MarketOutlook2025 #RecessionOrRecovery #InvestingInUncertainty #TariffTalk #AutomobileTariffs #EconomicOutlook #MarketRisk #FinancialTalk #InvestingInsights #StockMarketRally #BullMarket #InvestingTips #MarketTrends #FinancePodcast #MarketRally #MarketSellOff #MarketCorrection #MarketBottom #MarketVolatility #StockMarketUpdate #MarketCorrection #StockMarketUpdate #MarketCorrection #Investing2025 #Tesla #Savanna Bananas #FinancialNews #EconomicOutlook #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing
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 2930: Heart disease is the leading cause of death in the U.S., but it often goes overlooked in retirement planning. Kathleen Coxwell highlights that the risks of heart attack increase after retirement due to stress, loss of purpose, and lifestyle changes. By focusing on heart-healthy habits such as a proper diet, regular exercise, finding purpose, and having a detailed retirement plan, retirees can significantly improve both their health and well-being. Read along with the original article(s) here: https://www.newretirement.com/retirement/heart-health-and-your-retirement-well-being/ Quotes to ponder: "Heart disease is both the leading cause of death in the U.S. and the most preventable." "Retirees within a year of transitioning from work were 40% more likely to have had a heart attack or stroke than those who were still working." "The key to regular exercise is less the exercise than the regular." Episode references: Health and Retirement Study: https://hrs.isr.umich.edu Holmes-Rahe Stress Inventory: https://www.stress.org/holmes-rahe-stress-inventory Learn more about your ad choices. Visit megaphone.fm/adchoices