Podcasts about healthcare expenses

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  • 5WEEKLY NEW EPISODES
  • Jun 13, 2025LATEST

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Best podcasts about healthcare expenses

Latest podcast episodes about healthcare expenses

Kelley's Bull Market News with Kelley Slaught
The Blueprint for Retirement Success

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Jun 13, 2025 56:17


In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Spending in Retirement

Financial Safari with Marty Nevel

Play Episode Listen Later Jun 13, 2025 51:35


Marty discusses the complexities of retirement spending, emphasizing that spending patterns change significantly throughout retirement. He highlights the importance of budgeting for the 'go-go years' when retirees often spend more on travel and leisure, the 'slow-go years' where spending may decrease, and the 'no-go years' where health care costs become a major concern. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Retirement Planning Amidst Market Volatility

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Jun 6, 2025 56:28


Kelley discusses essential strategies for retirement planning amidst market volatility. She emphasizes the importance of creating solid income streams, preparing for long-term care costs, and utilizing Roth conversions to optimize tax benefits. The conversation also covers innovative funding solutions for long-term care and the significance of a balanced investment strategy. Listeners are provided with a comprehensive checklist to ensure they are financially ready for retirement, highlighting the need for personalized planning and diversification. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
The Financial Surprises in Retirement

Financial Safari with Marty Nevel

Play Episode Listen Later Jun 6, 2025 51:34


Marty discusses the various financial surprises that retirees may encounter, including fluctuating expenses, the impact of healthcare costs, and the importance of proactive planning. He emphasizes the need for a comprehensive understanding of retirement expenses, including hidden costs and the role of inflation. The discussion also covers lifestyle changes in retirement, spousal strategies for aligning goals, and the complexities of Social Security and healthcare planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

America's Retirement Headquarters
How do you keep your money safe while growing?

America's Retirement Headquarters

Play Episode Listen Later Jun 3, 2025 30:29


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.

Kelley's Bull Market News with Kelley Slaught
The New Age of Retirement Planning

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later May 30, 2025 56:19


Kelley covers the significant changes in retirement planning over the past two decades, emphasizing the need for personalized financial strategies. She highlights the importance of creating income streams for retirement, understanding the limitations of Medicare, and the necessity of planning for a longer life expectancy. The discussion also covers various strategies for maximizing retirement income, including the benefits of employer matching contributions and the importance of starting to save early. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Strategies for a Secure Future

Financial Safari with Marty Nevel

Play Episode Listen Later May 30, 2025 51:32


In this conversation, Marty discusses various aspects of retirement planning, focusing on building a durable income stream through annuities, tax strategies to minimize tax burdens, and managing required minimum distributions (RMDs) effectively. He emphasizes the importance of understanding individual financial needs and the evolving nature of financial products available for retirement planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Holistic Retirement Planning

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later May 23, 2025 56:09


Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets. She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Action Steps for Retirement Readiness

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later May 16, 2025 56:10


Kelley discusses essential strategies for retirees to navigate the current economic landscape. She emphasizes the importance of revisiting retirement income plans, understanding market volatility, and creating a needs versus wants budget. Kelley also highlights the significance of rebalancing portfolios and the benefits of dollar cost averaging. Throughout the conversation, she addresses common concerns about long-term care and the psychological aspects of retirement planning, encouraging listeners to stay calm and focused on their financial goals. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Understanding Economic Indicators

Financial Safari with Marty Nevel

Play Episode Listen Later May 16, 2025 51:10


Marty discusses various economic indicators that may signal a recession, both conventional and unconventional. He emphasizes the importance of understanding these indicators to make informed financial decisions. The discussion also covers the significance of diversifying income streams, maintaining emergency funds, and avoiding common retirement planning mistakes. Marty highlights the necessity of strategic tax planning and the importance of long-term retirement strategies tailored to individual needs. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
The Balance Between Safety and Growth

Financial Safari with Marty Nevel

Play Episode Listen Later May 9, 2025 50:36


Marty covers financial planning strategies for uncertain economic times, emphasizing the importance of preparation and mindset. The discussion also covers inflation's impact on retirement and the balance between cash management and investment strategies. Marty discusses the importance of wise investing for retirement, emphasizing the need to protect savings and avoid unnecessary risks. He highlights the unique financial challenges women face, including the wage gap and longevity issues, and offers strategies to overcome these obstacles. The discussion also touches on the significance of having a solid financial plan, the role of risk aversion in investment strategies, and concludes with light-hearted mom-isms that provide timeless financial wisdom. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Strategies for Pre-Retirees in Today's Economy

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later May 9, 2025 56:31


Kelley addresses the pressing financial concerns facing individuals today, particularly those approaching retirement. The conversation covers strategies for navigating market volatility, the importance of diversification, and proactive tax planning. Kelley emphasizes the need for a comprehensive financial plan to mitigate risks associated with economic uncertainty and offers insights on how to identify trustworthy financial advisors. The episode aims to empower listeners with actionable strategies to secure their financial future. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Avoiding Financial Blunders

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later May 2, 2025 56:05


Kelley stresses the importance of maintaining a steady investment strategy amidst market volatility. She emphasizes the need for sustainable withdrawal plans in retirement, the dangers of high-risk investments, and the significance of tax-efficient strategies. Kelley also highlights the importance of healthcare and long-term care planning, and the role of annuities in providing guaranteed income. The conversation wraps up with a focus on common investment blunders and how to avoid them, ensuring listeners are well-informed and prepared for their financial futures. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Dangerous Retirement Assumptions

Financial Safari with Marty Nevel

Play Episode Listen Later May 2, 2025 51:00


Marty covers common misconceptions about retirement planning, emphasizing the importance of realistic assumptions. He highlights the risks associated with relying on market performance, inflation, and the expectation of inheritance. Marty stresses the need for a comprehensive retirement plan that accounts for potential life changes and economic fluctuations. He also explores opportunities that arise in volatile markets, such as tax loss harvesting and strategic buying, while advocating for guaranteed income strategies to ensure financial security in retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutions.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Building a Lasting Business Legacy

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Apr 25, 2025 55:56


Kelley discusses the importance of planning for business succession and personal legacy as one approaches retirement. She emphasizes the need for clear communication regarding succession plans, financial organization, and the significance of creating a lasting impact beyond business. The discussion also explores the evolving concept of retirement, suggesting a shift towards a more fulfilling 'thrive time' rather than traditional retirement, and highlights the importance of leisure and personal fulfillment in this new phase of life. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Remove Retirement Uncertainty

Financial Safari with Marty Nevel

Play Episode Listen Later Apr 25, 2025 51:02


Marty discusses the challenges and strategies for navigating market uncertainty as individuals approach retirement. He emphasizes the importance of sticking to a financial plan, understanding income-generating investments, and maximizing Social Security benefits. The discussion highlights the need for knowledge and preparation in retirement planning, particularly in light of market fluctuations and the complexities of Social Security. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Smart Moves for Financial Stability

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Apr 18, 2025 56:18


Kelley Slaught discusses essential strategies for maintaining financial stability in retirement. She emphasizes the importance of budgeting, adjusting withdrawal strategies, and exploring additional income sources. The conversation also delves into the significance of life insurance in wealth preservation and estate planning, highlighting its evolving role. Kelley shares practical tips and insights to help listeners navigate their retirement planning effectively. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Navigating Market Recovery: Insights and Strategies

Financial Safari with Marty Nevel

Play Episode Listen Later Apr 18, 2025 51:05


Marty talks about the recent recovery in the stock market, the implications of tariffs on American manufacturing, and the political landscape affecting economic policies. He delves into retirement planning strategies amidst market volatility, emphasizing the importance of guaranteed income streams for retirees. The discussion also touches on budgeting and managing expenses and concludes with insights on consumer confidence and the future economic outlook. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Investment Risks and Longevity

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Apr 11, 2025 56:39


Kelley talks about the multifaceted challenges of retirement planning, emphasizing the importance of addressing investment risks, inflation, healthcare costs, and market volatility. She highlights the need for proactive financial planning and budgeting to avoid pitfalls such as impulse spending and credit card debt. The discussion also touches on the significance of having a comprehensive financial plan that includes estate planning and diversification of income sources. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Your Safety Net for Retirement Income

Financial Safari with Marty Nevel

Play Episode Listen Later Apr 11, 2025 51:30


Marty discusses the critical aspects of retirement planning, emphasizing the importance of tax strategies, the benefits of indexed universal life insurance, and the role of annuities in providing a stable income. He also explores the differences between Roth and traditional accounts, and draws parallels between retirement planning and lessons from classic literature, highlighting the need for a sound strategy in the face of current market trends. Reach Marty at 888-419-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Retirement's Curveballs

Financial Safari with Marty Nevel

Play Episode Listen Later Apr 4, 2025 51:35


Marty discusses the various curveballs that retirees may face, including financial instability, healthcare costs, taxes, inflation, and the importance of estate planning. He emphasizes the need for a flexible retirement plan that can adapt to life's unexpected challenges. The conversation also revisits traditional retirement rules, such as the 4% rule and the 25 times rule, providing insights on how to effectively manage retirement income and expenses. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Retirement Spending Strategies

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Apr 4, 2025 56:24


Kelley discusses the critical aspects of retirement spending, including budgeting, income solutions, and common financial mistakes to avoid. She emphasizes the importance of having a structured financial plan and understanding the role of annuities in retirement. The conversation also highlights the need for diversification in investment portfolios and the significance of taking advantage of employer-sponsored retirement plans. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Lance Roberts' Real Investment Hour
3-28-25 Will Healthcare Expenses Outpace Your Retirement Savings?

Lance Roberts' Real Investment Hour

Play Episode Listen Later Mar 28, 2025 45:52


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

The Real Investment Show Podcast
3-28-25 Will Healthcare Expenses Outpace Your Retirement Savings?

The Real Investment Show Podcast

Play Episode Listen Later Mar 28, 2025 45:53


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

Kelley's Bull Market News with Kelley Slaught
The Financial Landscape: Insights for Retirement

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Mar 28, 2025 56:15


Kelley discusses the current financial landscape, focusing on inflation, tariffs, and social security, while also comparing how different generations approach retirement planning. The conversation emphasizes the importance of diversification, professional financial advice, and proactive strategies to prepare for retirement amidst economic uncertainties. Kelley discusses various aspects of wealth management, focusing on strategies for retirement, estate planning, and the importance of understanding trusts and gifting. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Tariffs: The Myths and the Facts

Financial Safari with Marty Nevel

Play Episode Listen Later Mar 28, 2025 51:31


Marty discusses the complexities surrounding tariffs and their implications for retirement planning. He explores the myths and facts about tariffs, their impact on inflation, and how they affect stock prices and retirement funds. Marty emphasizes the importance of adapting retirement strategies in light of economic changes, including the use of annuities and life insurance for generating income. The discussion highlights the need for a comprehensive retirement plan that considers market volatility and inflationary pressures. Reach Marty at 888-419-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Navigating Retirement Challenges in 2025

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Mar 21, 2025 56:24


In this episode, Kelley Slaught discusses the unique challenges and opportunities for those retiring in 2025. She emphasizes the importance of early planning, understanding Medicare, managing inflation, and diversifying income streams. Kelley also highlights strategic approaches to Social Security, debt management, and the necessity of estate planning to ensure a secure financial future. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Understanding Tariffs and Their Impact on Retirement

Financial Safari with Marty Nevel

Play Episode Listen Later Mar 21, 2025 51:28


Marty discusses the implications of tariffs on retirement planning, the volatility of the markets, and effective debt management strategies for retirees. He emphasizes the importance of understanding how economic changes can affect financial security and offers insights into navigating these challenges. The discussion also highlights the need for a flexible retirement plan that can adapt to market fluctuations and personal financial situations. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Retirement Income Strategies

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Mar 14, 2025 56:07


Kelley discusses the essential steps to replace your paycheck in retirement, emphasizing the importance of a detailed budget and understanding various income streams. She highlights common mistakes made by baby boomers, such as underestimating longevity and ignoring inflation. Additionally, Kelley addresses the need for planning for long-term care and medical costs, advocating for a holistic approach to financial planning that includes estate planning and tax strategies. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Building a Fulfilling Retirement Plan

Financial Safari with Marty Nevel

Play Episode Listen Later Mar 14, 2025 51:32


Marty discusses the complexities of retirement planning, emphasizing the importance of replacing lost income, customizing strategies to individual needs, and the significance of social connections post-retirement. He explores various aspects of financial security, including tax strategies and risk management, while highlighting the necessity of a well-structured plan to ensure a fulfilling retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Navigating Inflation: The CPI's Impact on Retirement

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Mar 7, 2025 56:27


Kelley discusses the latest Consumer Price Index (CPI) report, its implications for inflation, and how it affects retirees. She emphasizes the importance of having a solid financial plan that accounts for inflation and healthcare costs. The conversation transitions into retirement planning, addressing key questions that individuals nearing retirement should consider, including budgeting, income needs, and legacy planning. Kelley provides insights into various investment strategies and the importance of a comprehensive approach to wealth management. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Finding Purpose in Retirement

Financial Safari with Marty Nevel

Play Episode Listen Later Mar 7, 2025 51:30


Marty discusses the various aspects of retirement, including the loss of predictable income, the importance of finding purpose, the implications of losing employer-sponsored benefits, and the need for a solid spending plan. He also delves into tax strategies, particularly Roth conversions, and their potential benefits and drawbacks. The discussion emphasizes the importance of planning for a fulfilling retirement while navigating financial complexities. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Ancient Retirement Lessons

Financial Safari with Marty Nevel

Play Episode Listen Later Feb 28, 2025 50:55


Marty discusses the essential aspects of retirement planning, focusing on how much money individuals need to retire comfortably. He emphasizes the importance of evaluating expenses, maximizing savings, managing debt, and planning for healthcare costs. The discussion also covers strategies for maximizing social security benefits and draws historical parallels to retirement planning from the Roman Empire, highlighting the evolution of retirement systems and the challenges faced in modern retirement planning. Reach marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutions.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught

Kelley Slaught discusses the financial strategies of wealthy individuals, emphasizing the importance of early and consistent investing, maximizing tax advantages, and diversifying investments. She highlights the need for professional guidance in financial planning and the significance of creating multiple income streams. The conversation also covers long-term planning, the strategic use of debt, and the critical nature of estate planning for legacy preparation. In this conversation, Kelley discusses various financial strategies for high-net-worth clients, focusing on tax implications in retirement, the effectiveness of robo-advisors compared to personalized financial advice, and the importance of diversification in retirement portfolios. She emphasizes the need for proactive tax strategies and the significance of client communication and service quality in financial advising. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
“The Silver Tsunami”

Financial Safari with Marty Nevel

Play Episode Listen Later Feb 21, 2025 51:32


The conversation explores the implications of the 'Silver Tsunami' as more baby boomers reach retirement age, discussing the challenges and considerations for retirement planning, including Social Security, income diversification, and the importance of having a purpose in retirement. Various types of retirees are examined, highlighting different approaches to life after work, from those who continue to work out of passion to those who embrace a more leisurely lifestyle. Marty discusses the importance of comprehensive retirement planning, addressing various case studies that highlight common pitfalls and strategies for securing a comfortable retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Proper Retirement Diversification

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Feb 21, 2025 56:04


Kelley discusses essential strategies for investing in retirement, emphasizing the importance of diversification and having a solid plan. She highlights common mistakes people make in retirement planning, such as trying to beat the market or keeping too much money in cash. Kelley also addresses the challenges of managing real estate investments and the benefits of using annuities for income generation. The conversation is packed with insights on how to achieve financial objectives and avoid costly blunders in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Understanding Financial Health

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Feb 14, 2025 56:07


Kelley discusses the importance of financial health, emphasizing the need for budgeting, managing debt, and creating a financial plan tailored to individual needs. She highlights the emotional aspects of money and its impact on mental health, while also providing insights into effective strategies for wealth management. The discussion transitions into lessons from historical figure Jacob Fugger, focusing on diversification, leveraging opportunities, and the significance of having a long-term vision in financial planning. Kelley encourages listeners to invest in their financial education and seek personalized advice for their financial futures. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Balancing Risk and Reward

Financial Safari with Marty Nevel

Play Episode Listen Later Feb 14, 2025 51:33


Marty discusses essential strategies for retirement planning, focusing on balancing risk and reward, ensuring guaranteed income, and navigating the complexities of cryptocurrency and tax-free income sources. He emphasizes the importance of understanding investments, managing risks, and utilizing tools like annuities, Roth IRAs, and HSAs to secure a stable financial future. The discussion also highlights the potential pitfalls in retirement planning, particularly regarding taxes and Social Security. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Retire Right Radio with Paul Roberts
Wealthy Retirement Strategies

Retire Right Radio with Paul Roberts

Play Episode Listen Later Feb 14, 2025 54:18


Weston Lindemann talks about the different strategies that wealthy individuals use for retirement planning. He emphasizes the importance of discipline, maximizing tax-advantaged accounts, and investing wisely. The discussion also covers risk management, asset appreciation, and the benefits of using ETFs over traditional mutual funds. In this conversation, Weston Lindemann discusses the differences between ETFs and mutual funds, emphasizing the liquidity and cost-effectiveness of ETFs. He highlights the importance of tax planning in retirement, particularly in light of changing tax laws and the implications of required minimum distributions (RMDs). Reach Roberts Wealth Management at 800-891-8680. Roberts Wealth Management www.robertswealth.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Understanding Behavioral Finance

Financial Safari with Marty Nevel

Play Episode Listen Later Feb 7, 2025 50:57


Marty discusses the concept of behavioral finance and its implications for retirement planning. He emphasizes the emotional aspects of financial decisions, the importance of understanding one's triggers, and the need for a diversified approach to retirement income. Marty also highlights the role of a financial coach in navigating the complexities of retirement planning, the necessity of regular reassessments, and the application of military strategies to ensure financial security. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutions.com See omnystudio.com/listener for privacy information.

Optimal Finance Daily
2930: Heart Health and Your Retirement Well Being by Kathleen Coxwell on Cost of Healthcare Expenses

Optimal Finance Daily

Play Episode Listen Later Nov 10, 2024 11:33


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

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
2930: Heart Health and Your Retirement Well Being by Kathleen Coxwell on Cost of Healthcare Expenses

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Nov 10, 2024 11:33


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

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
2930: Heart Health and Your Retirement Well Being by Kathleen Coxwell on Cost of Healthcare Expenses

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Nov 10, 2024 11:33


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

Kentucky Horsepower
Customize & Control Your Healthcare Expenses

Kentucky Horsepower

Play Episode Listen Later Oct 4, 2024 10:50


In this episode, our own Sarah Bishop sits down with Colin Royster of Integrum Advisors to talk about our new association health insurance program, Kentucky Auto Dealer Services (KADS).You've heard us announce this program before, but why does it have the potential to be so beneficial to your dealership?Better serviceBetter pricingBenefits your association, therefore your business

The Capitalist Investor with Mark Tepper
The Financial Issues That Come with Longevity, Ep. 287

The Capitalist Investor with Mark Tepper

Play Episode Listen Later Sep 18, 2024 13:07 Transcription Available


In the latest episode of the "Capitalist Investor" podcast, hosts Derek, Tony, and Luke dive deep into some critical issues that impact financial planning and investment strategies. This episode is a goldmine for anyone looking to understand how longevity, inflation, healthcare expenses, and financial planning intertwine to shape our economic futures. Here are the five hot topics discussed:1. The Impact of Longevity on Retirement PlanningTony emphasizes the significant impact that increasing longevity can have on financial planning. As people live longer, the financial strain on retirement funds intensifies. Financial planners must account for the possibility that clients may outlive their savings. Traditional models that assume a static spending rate throughout retirement become obsolete when you factor in the realities of increased lifespans and corresponding expenses.2. Inflation and Its Role in Financial PlanningThe episode dives deep into the role of inflation in financial planning. Luke highlights a crucial misconception: many people fail to understand that inflation and the economy are intrinsically linked. He explains that a strong economy with limited supply leads to inflation, while a weak economy with excess supply leads to deflation. This economic backdrop necessitates a dynamic approach to financial planning, where inflation projections are continually updated to align with current economic conditions.3. Healthcare Expenses in RetirementTony stresses that healthcare expenses rise faster than general inflation, making them a significant factor in financial planning. As medical technologies and services become more expensive, retirees must allocate a considerable portion of their nest eggs to cover these costs. Ignoring these escalating expenses could jeopardize an otherwise sound retirement plan.4. The Importance of Proactive Financial PlanningA recurring theme in this episode is the importance of being proactive in financial planning. Luke criticizes the often-static approach many advisors take, urging for a more dynamic and responsive strategy. Given the ever-changing economic landscape, financial plans should be revisited and adjusted at least annually. Inputting new numbers and projections into financial plans ensures they remain relevant and effective.5. The Debate Over Fixed Income and Investment ReturnsThere is also an interesting discussion about fixed income and investment returns. With fluctuating Federal Reserve rates, the attractiveness of different investment vehicles changes. Luke points out that although cash might be yielding high returns now, expected rate cuts could lower those returns in the future. Similarly, Tony mentions that financial plans should use conservative return projections, arguing against overly optimistic assumptions that fail to account for market volatility.This episode of the "Capitalist Investor" offers valuable insights into how longevity, inflation, healthcare costs, and market conditions should influence financial planning. The hosts underscore the need for a proactive and adaptable approach, given the fluidity of economic conditions and personal circumstances. For anyone serious about fortifying their financial future, these discussions are invaluable.Stay tuned for more episodes where Derek, Tony, and Luke bring you expert perspectives and actionable advice to navigate the complex world of investments and financial planning. If you have any comments, questions, or topic suggestions for the podcast, feel free to reach out @swpconnect.com.

PALADIN FINANCIAL TALK
Navigating Retirement Healthcare Expenses

PALADIN FINANCIAL TALK

Play Episode Listen Later Sep 14, 2024


Paladin Financial Talk is bringing you a three-part series on Funding Your Future: Navigating Retirement Healthcare Expenses. We will break down the basics, clarify common misconceptions, and provide practical tips to help you make informed decisions about your healthcare in retirement. Whether you're navigating Medicare enrollment, considering long-term care options, or planning for future health needs, this episode will equip you with the knowledge you need to feel confident in your choices. Tune in and take control of your retirement health journey!

PALADIN FINANCIAL TALK
Navigating Retirement Healthcare Expenses

PALADIN FINANCIAL TALK

Play Episode Listen Later Sep 14, 2024


Paladin Financial Talk is bringing you a three-part series on Funding Your Future: Navigating Retirement Healthcare Expenses. We will break down the basics, clarify common misconceptions, and provide practical tips to help you make informed decisions about your healthcare in retirement. Whether you're navigating Medicare enrollment, considering long-term care options, or planning for future health needs, this episode will equip you with the knowledge you need to feel confident in your choices. Tune in and take control of your retirement health journey!

Money Unleashed
The conversation covers various topics related to retirement planning and financial management.

Money Unleashed

Play Episode Listen Later Jul 16, 2024 14:57


The conversation covers various topics related to retirement planning and financial management. The main themes include the importance of having a strong team, the need to plan for healthcare expenses in retirement, the benefits of health savings accounts (HSAs), the significance of asset allocation, and the qualities to look for in a financial advisor. The conversation provides recommendations and insights on each of these topics. Visit Money Unleashed to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See omnystudio.com/listener for privacy information.

Your Investment Partners With Paul & Garrett
EP.40 - Healthcare Expenses in Retirement

Your Investment Partners With Paul & Garrett

Play Episode Listen Later May 14, 2024 19:06


Join hosts Paul and Garrett as they explore the important topic of healthcare expenses in retirement. They discuss the financial challenges and decisions surrounding healthcare as we age, outlining the options available for managing these costs. From government programs like Medicare and Medicaid to the details of long-term care insurance and self-funding, Paul and Garrett provide a clear overview of the pros, cons, and strategies to effectively handle healthcare expenses in retirement. This episode offers essential guidance for anyone planning for their future or advising a loved one.Key Points From This EpisodeThree main strategies for managing healthcare costs in retirement.The basics of Medicare and Medicaid and the role of supplements.Insurance options for long-term healthcare needs.Pros and cons of self-funding healthcare expenses in retirement.The financial implications of different healthcare strategies.The importance of planning for potential long-term care needs. Want to learn more? Contact us hereUseful LinksGarrett on LinkedIn Paul on LinkedIn Ascend Investment Partners