Podcasts about income strategies

In this conversation, financial professionals Steve and Derek discuss the critical importance of financial planning for retirement. They emphasize the need for individuals to consult with financial advisors early in life to create a comprehensive plan that addresses not only retirement but also other financial goals. The discussion highlights the common fears and misconceptions surrounding retirement, the necessity of having a written plan, and the importance of stress testing financial portfolios. They also explore strategies for creating sustainable income in retirement and the psychological aspects of financial planning, ultimately encouraging listeners to take proactive steps towards a secure financial future. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

As a health coach, you've got lots of ways to earn income – but not all of them are worth your time or energy. So how do you know where to focus? Based on her 16+ years of experience, Michelle ranks the top 10 ways health coaches earn – from “heck yes” to “you've been warned.” Whether you're brand new or growing an established practice, you'll walk away knowing which income streams deserve your focus… and which ones to leave behind without a second thought. Mentioned in this episode:  → Online Courses Made Simple Workshop: https://HealthCoachPower.com/onlinecourse  → Affiliate supplements via Fullscript: https://HealthCoachpower.com/fullscriptinfo  → Join the free FB community: https://HealthCoachPowerCommunity.com Subscribe and never miss an episode: Apple Podcasts – https://apple.co/2sOjwVA Spotify – https://spoti.fi/2Y0Eu1r YouTube – https://www.youtube.com/healthcoachpowercommunity

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes the need for creative strategies to ensure sustainable income while navigating the complexities of financial planning in today's economy. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Empowering your retirement by making your savings work for you can be a challenging transition. Frank and Frankie Guida discuss various annuity options, including fixed, immediate, and fixed index annuities, which provide income stability and market risk protection. The Guida’s highlight how fixed index annuities can replace bonds and ensure a steady income even in volatile markets. They emphasize the importance of converting portions of your portfolio into income streams using annuities to maintain financial stability throughout retirement. 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.

Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retirement income planning today. You've likely come across his work in Morningstar, Kiplinger, and our Weekend Reading series—and for good reason. His research has earned accolades from nearly every major financial planning organization. In our conversation, we picked up where we left off back in Episode 55 with David's groundbreaking research on retirement spending patterns and adapting it to today's environment of elevated interest rates and persistent inflation. From challenging the idea of a "retirement crisis" that is making headlines everywhere to rethinking the 4% retirement income rule, David helps us distill the data and build income strategies grounded in behavioral and financial realities. In our conversation, we discuss the value and confidence that guaranteed lifetime income annuities provide retirees and how inflation concerns are impacting spending patterns. If you're planning your retirement or considering an adjustment to your current plan, this episode is packed with insights to help you spend your hard-earned dollars with confidence and design a secure and fulfilling retirement. In this podcast interview, you'll learn: Why “retirement crisis” is an overused headline—and why “challenge” is the better word. What David's research reveals about how real retirees spend—and why most don't adjust spending for inflation as expected. Why a 5% withdrawal rate may be more appropriate than 4% in today's interest rate environment. The behavioral power of guaranteed income—and how it gives retirees the freedom to actually enjoy their savings. How to build inflation hedges into your portfolio using tools like TIPS, annuities, and real assets. Show Notes: RetireWithPurpose.com/499

Karen Veraa-Perry looks at hot spots in the fixed income market. She says there's a lot of money still sitting in money market funds waiting for volatility to die down. She also describes how the Fed cutting rates this year could impact fixed income strategies. In general, she advocates for shorter-term fixed income right now, highlighting the “3-7 year” area of the yield curve.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This week on Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding hidden fees in financial portfolios, the value of transparency in financial advising, and the mindset needed for a fulfilling retirement. He emphasizes the need for a customized retirement blueprint to ensure financial independence and confidence in retirement planning. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

This week on Retirement For Living, JoePat Roop discusses the role of gold in retirement portfolios, the complexities of annuities, and the importance of a personalized retirement roadmap. He emphasizes the need for secure income in retirement, the potential risks associated with gold investments, and the critical role of Social Security in funding retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Russ Morgan is the Co-founder of Wealth Without Wall Street, an online community and coaching platform that empowers individuals to achieve financial freedom through passive income strategies outside traditional investments. After beginning his career as an investment advisor in 2004, he co-founded Wealth Without Wall Street in 2015 to challenge conventional financial paradigms. Known as "The Idea Guy," Russ is celebrated for his innovative problem-solving skills and passion for teaching. Beyond his professional endeavors, he is a dedicated family man and actively supports causes such as Campus Outreach and Young Business Leaders. In this episode… Are you stuck chasing financial freedom but unsure which path leads there fastest? Maybe you've heard about passive income, land flipping, or Infinite Banking, but the strategies sound either too complex or too risky. What if the key to unlocking consistent, recession-resistant cash flow is not just in the strategy but in knowing yourself? According to Russ Morgan, a seasoned financial educator and investor, true passive income starts with understanding your “Investor DNA.” He highlights how many people fail with passive income strategies because they chase what works for others instead of aligning investments with their own strengths and preferences. This alignment creates clarity and momentum. Russ also shares how unconventional strategies like land flipping can yield consistent monthly income with minimal involvement. Combined with infinite banking to reclaim liquidity and control, these approaches empower individuals to build wealth outside of volatile markets. In this episode of The Same Day Podcast, host Yoni Schmidt is joined by Russ Morgan, Co-founder of Wealth Without Wall Street, to talk about land flipping, infinite banking, and how to identify your Investor DNA. Russ explains why passive income still requires active thinking, how to structure your cash flow for freedom, and why he targets 200% of monthly income. He also gives advice for people stuck in the 9-to-5 grind.

Kevin Brucher discusses the common assumptions that can jeopardize retirement planning, the current economic climate's impact on investments, and strategies for ensuring a stable income during retirement. He emphasizes the importance of understanding market volatility, sequence risk, and the need for guaranteed income sources. Additionally, he touches on the significance of charitable giving and the complexities of long-term care planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

Karen Veraa Perry of Blackrock looks at fixed-income strategies. She highlights funds that are seeing strong inflows, noting that investors are “reducing risk” by moving into short-duration Treasuries. Long-duration is also seeing interest, with TLT seeing “$11 billion a day.” However, municipal bonds are underperforming. She also says there are still billions in money market funds sitting on the sidelines.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of Retirement For Living, JoePat Roop discusses the evolving landscape of retirement planning, emphasizing the importance of flexibility in retirement age and the need for a comprehensive financial strategy. He highlights the unpredictability of life events that can impact retirement plans and stresses the significance of regular reviews of financial assets, particularly 401(k) accounts. The conversation also covers the necessity of understanding tax implications and having a clear income strategy to ensure financial security in retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In our experience, it takes some retirees over a year to get comfortable spending their retirement savings. These four retirement income strategies can help change your thinking around spending money in retirement. By aligning your spending with specific goals, you can feel better about using your hard-earned savings. Understanding how your savings continue to work for you in retirement is important. Jake and Cory provide some guidance on ways to manage your retirement income and make more informed decisions. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe  Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #financialliteracy #retirementincome #investmentstrategies #financialfreedom #retirementtips #wealthmanagement #financialadvisor #retirementgoals #moneytips #retirementplanningtips #financialsecurity #retirementstrategy #personalfinance

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the challenges faced by widows and divorcees in financial planning, the impact of market volatility on retirement savings, and the emotional responses that can arise during uncertain times. He emphasizes the importance of having a solid income-focused retirement plan and encourages listeners to seek second opinions on their financial strategies. The conversation also touches on legacy planning and the need for timely financial decisions to avoid regrets later in life. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of the Retirement Playbook, Rick and Granger Hughes discuss essential strategies for retirement planning, focusing on income generation, the role of annuities, tax implications, and navigating Medicare. They emphasize the importance of having a comprehensive plan to address potential future changes in Social Security and taxes, while also providing insights into the evolving landscape of retirement products and services. Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/ See omnystudio.com/listener for privacy information.

Market swings and economic shifts can leave retirees feeling uncertain about their financial future.  How can you ensure your income remains steady, even when the unexpected happens? In this episode, Peter Raskin explores retirement income planning strategies that help individuals stay financially stable despite market fluctuations. He breaks down the “bucket approach” to managing assets … Read More Read More

In this conversation, Steve and Derek from the Hoyl Financial Group discuss the critical aspects of retirement planning, including the impact of market corrections, tax implications, and the importance of having a comprehensive financial plan. They emphasize the need for proactive planning to ensure financial security in retirement, addressing common fears such as running out of money and the psychological aspects of managing finances. The discussion also highlights various income strategies, including the use of annuities, to create a reliable income stream during retirement. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

In this episode of the Ready, Set, Retire Podcast, Steve discusses the evolving landscape of retirement planning, focusing on annuities, micro retirements, and the importance of financial advice. He emphasizes the need for individuals to explore various retirement options, including sabbaticals and alternative living arrangements, while also addressing the misconceptions surrounding annuities. The conversation highlights the significance of understanding one's financial situation and making informed decisions to maximize retirement income. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

On this episode: Should your retirement income always come from the same place? Avoiding one of the biggest retirement mistakes. Many people who take a lump sum pension are out of money in 5 years. The main questions people are asking their financial advisors right now. Like this episode? Hit that Follow button and never miss an episode!

Why This Episode Is a Must-Watch Planning for retirement can feel overwhelming with its complexities and uncertainties. This episode of "Inspired Money" tackles the essential question: How do you turn your savings into reliable income that will last throughout retirement? We bring together a panel of four esteemed experts to share proven strategies, actionable insights, and industry wisdom to help you craft a solid retirement income plan. Whether you are just beginning to think about retirement or looking to refine your strategy, this episode offers valuable advice on diversifying your income, managing taxes, and inflation-proofing your financial future. Meet the Expert Panelists Wade Pfau, PhD, CFA, RICP®, is one of the foremost thought leaders in retirement income planning. He's a professor at The American College of Financial Services, a partner at McLean Asset Management, and the author of the widely acclaimed "Retirement Planning Guidebook." Holding a PhD in Economics from Princeton University, Wade's research has shaped how retirees and financial professionals approach sustainable income strategies. Mary Beth Franklin, CFP®, is a leading authority on Social Security and Medicare. A veteran financial journalist, she's spent over 40 years educating both consumers and financial advisors. She's also the author of "Maximizing Your Social Security Retirement Benefits." If you want to get every dollar you're entitled to, Mary Beth's insights are invaluable. William Bengen revolutionized the way we think about retirement withdrawals and is author of "A Richer Retirement". Best known for creating the "4% Rule," his research has guided countless retirees toward sustainable spending strategies. With an Massachusetts Institute of Technology background in aerospace engineering and a second career in financial planning, Bill brings both precision and practicality to the table. Dana Anspach, CFP®, RMA®, CFP®, RMA®, is the founder and CEO of Sensible Money, LLC. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of "Control Your Retirement Destiny" and "Social Security Sense." Dana's hands-on experience makes her a wealth of practical knowledge. Key Highlights: The Importance of a Diversified Income Portfolio Bill Bengen reveals insights into maintaining a balanced portfolio with an optimal stock allocation to protect against market volatility. He notes, "You need to keep a healthy allocation to stocks to ensure your portfolio generates enough return." Tax Efficient Withdrawal Strategies Wade Pfau discusses maximizing the longevity of retirement funds through strategic tax withdrawal strategies, emphasizing, "Managing an effective marginal tax rate in a strategic manner can have a huge impact on the sustainability of funds in retirement." Social Security as a Foundational Income Source Mary Beth Franklin underscores the critical role of Social Security, providing guidance on maximizing benefits while addressing public concerns about its future reliability. Inflation Risks The episode highlights the threat of inflation and offers strategies to protect retirement income, with Bill Bengen noting that "Inflation is the greatest risk to retirees. Call-to-Action This week, take a closer look at your retirement income plan. Start crafting or refining your strategy to ensure that you have a diversified mix of income sources, consider the impact of inflation, and explore avenues for making your withdrawals more tax-efficient. Planning and flexibility are your keys to a secure financial future. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

This conversation between Steve & Derrick delves into the complexities of retirement planning, emphasizing the importance of personalized strategies tailored to individual financial situations. The hosts discuss the varying success rates of retirement plans, the impact of economic factors like inflation and market volatility, and the future of social security. They also explore the role of annuities in retirement income and the necessity of diversifying income sources to ensure financial stability in retirement. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

Eric Kearney discusses the implications of recent tariffs on the economy and the stock market. They explore how these tariffs can create uncertainty, affecting consumer prices and retirement funds. The conversation emphasizes the importance of sticking to a financial plan amidst market volatility and the growing national debt, which poses a risk to Social Security and other programs. Eric highlights the need for proactive financial planning to navigate these challenges and ensure sustainable income in retirement.The episode concludes with practical advice for listeners on how to navigate their financial futures and the importance of seeking professional guidance. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

In this conversation, Damon Roberts and Matt Deaton discuss the intricacies of retirement income planning, emphasizing the importance of sustainable income rather than merely growing assets. They highlight common mistakes retirees make, such as maintaining aggressive investment strategies and the need for a comprehensive financial plan that includes tax considerations and social security optimization. The discussion also touches on the emotional aspects of financial decision-making and the importance of seeking professional guidance to navigate retirement effectively. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of The Art of Money, Art McPherson discusses the critical importance of retirement planning, emphasizing the need for individuals to invest time and effort into their financial futures. He highlights the role of financial coaches in helping clients set and achieve their retirement goals, navigate job transitions, and understand the benefits and limitations of annuities. The conversation also touches on the significance of planning for inheritance and long-term care, ensuring that listeners are well-prepared for their financial journeys. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of ThimbleberryU, we dive into a detailed case study centered on Stan and Jan, a fictitious couple navigating the complexities of retirement planning with a focus on creating income, simplifying finances, and leaving a meaningful legacy. With $5 million in assets—$3 million in qualified accounts like IRAs - and 403(b)s and $2 million in taxable accounts—they are financially secure but face challenges in optimizing their retirement strategy.We begin by addressing their primary goal: replacing Stan's paycheck as he retires. Given their modest spending of $100,000 annually, the focus is on balancing stability, flexibility, and efficiency. Strategies include leveraging Stan's Social Security at age 70, drawing from qualified accounts to manage required minimum distributions (RMDs), and addressing the 10-year fixed distribution requirements from certain accounts. Consolidating multiple accounts into a single IRA for administrative simplicity is another point of emphasis.Once income is stable, we explore aligning their investments with their goals. A mix of bond ladders, dividend-paying stocks, and liquid investments ensures consistent income while managing risk. We emphasize a conservative-to-moderate approach for near-term needs, with some growth-focused investments to combat inflation and support their longer-term financial stability.Taxes play a significant role, and we discuss strategies like Roth conversions before Stan's RMDs begin, allowing funds to grow tax-free for future needs. Charitable giving through Qualified Charitable Distributions (QCDs) and donor-advised funds offer opportunities to support causes while reducing taxable income. For family, gifting up to $19,000 per year per recipient tax-free enables Stan and Jan to enjoy seeing their loved ones benefit from this money during their lifetime.Ultimately, this case study highlights that retirement planning is about more than just numbers—it's about aligning financial strategies with personal values and creating a fulfilling, stress-free retirement. Whether simplifying accounts, managing taxes, or crafting a legacy, thoughtful planning helps ensure a meaningful and secure future.  Having "enough to retire" may only be the first piece of the puzzle. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Retirement Income Strategies - Four Retirement Pillars by Kristian Finfrock

On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use? Like this episode? Hit that Follow button and never miss an episode!

The conversation explores the significant milestone of 'Peak 65', where more individuals are reaching retirement age than ever before. The hosts discuss the implications of this demographic shift on retirement planning, healthcare, and financial strategies. They emphasize the importance of learning from the experiences of baby boomers, highlighting key lessons such as starting early with savings, diversifying income sources, and preparing for healthcare costs. The segment also addresses listener questions, providing expert advice on managing retirement accounts and charitable donations. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this episode, The Annuity Man discussed:  Gap Filling and Annuity Options: Social Security Timing and Considerations: Balancing Emotional and Financial Well-being: Flexibility and Lifetime Guarantees with Annuities:   Key Takeaways:  You need to find ways to cover your income needs before Social Security kicks in, typically from ages 62 to 70. Consider using strategies like Single Premium Immediate Annuities (SPIAs) or Multi-Year Guarantee Annuities (MYGAs) to provide contractual income during this gap. SPIAs pay a guaranteed income for a specific term, while MYGAs offer a fixed interest rate with the potential to preserve your principal. When deciding whether to take Social Security at age 65 or 70, consider your personal circumstances. Factor in the payments you'll miss while waiting for a higher payout and how long it will take to recoup those amounts. Think about living for the present and enjoying your money now rather than solely focusing on maximizing every penny. Reflect on the emotional and lifestyle aspects of your financial planning. Prioritize your personal happiness and well-being by doing things for yourself and living life to the fullest. Stan encourages turning on the lifetime income stream sooner rather than later, especially if you've spent a lifetime scrimping and saving. Use annuities to provide both lifetime guarantees and gap-filling strategies. Explore these options based on your specific needs and circumstances to bridge the gap between now and when Social Security kicks in. Consider both period certain Immediate Annuities for guaranteed income over a specific term and MYGAs for interest income while preserving your principal.   "If it sounds too good to be true, it is. Every single time. There are limitations to every strategy. You just have to weigh the good and the bad to see if it makes sense." —  Stan The Annuity Man.    Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com  Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!   

In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss common mistakes individuals make as they approach retirement, the importance of seeking financial advice, and the need for a comprehensive retirement plan. They emphasize the significance of understanding one's financial situation, the risks involved in DIY investing, and the necessity of tailored strategies for income and tax planning as retirement approaches. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Retirement Income Strategies - Retirement for Small Business Owners by Kristian Finfrock

Tripp Limehouse and Steve Sedahl discuss essential strategies for retirement planning. They explore the concept of 'your number' for retirement, emphasizing the importance of understanding personal expenses and income needs. The conversation highlights the significance of maximizing employer contributions, managing debt, and preparing for healthcare costs in retirement. Listeners are encouraged to track their spending and seek personalized financial advice to ensure a comfortable retirement. They introduce the Green Line Principle as a safe money strategy and highlight the need for a comprehensive retirement plan that considers various income sources and potential future changes in Social Security benefits. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this episode of Retirement For Living, JoePat Roop discusses common mistakes individuals make in their retirement planning, particularly focusing on the importance of understanding fees and the impact of taxes. He emphasizes the need for a comprehensive approach to retirement income, including social security strategies and the integration of tax planning. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses the implications of the Trump tax cuts, strategies for retirement planning, and the importance of creating personal pensions. She explores the potential shortcomings of 401(k) plans and emphasizes the need for a balanced approach to growth and protection in retirement investments. The conversation also touches on the risks associated with cryptocurrencies and the necessity of comprehensive financial planning. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Retirement Income Strategies - Retirement Checklist by Kristian Finfrock

In this episode, Certified Retirement Counselor Miguel Gonzalez shares essential income management techniques to help you budget, save, invest, and plan for your future.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#MoneyManagement #FinancialSuccess #CareerGrowth #SmartInvesting #BudgetingTips #RetirementPlanning #WealthBuilding #FinancialFreedom #EmergencyFund #DebtFree #SmartSpending #FinanceGoals #SavingsPlan #FinancialPlanning #InvestWisely #WealthMindset #FinancialAdvisor #MoneyMatters #SecureFuture #RetirementReadyWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. The conversation emphasizes the necessity of personalized financial planning and the benefits of proactive retirement strategies. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!See omnystudio.com/listener for privacy information.

If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals.  In this episode, we discuss:  How income strategies have evolved Why retiree spending changes What makes an income strategy “flexible” How to know which income strategy is best for you Today's article is from Morningstar.com titled, The Best Flexible Strategies for Retirement Income. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/481 Rate & Review the Podcast: RetireWithPurpose.com/review

Episode Summary:In this episode of Business Chop, host Audrey “Tech Diva” Wiggins sits down with Aurora Winter—bestselling author, entrepreneur, TV writer/producer, and founder of Same Page Publishing. Aurora shares powerful insights on how experts can transform their words into wealth through books, branding, and business. She dives into the neuroscience of communication, the importance of storytelling, and practical strategies for monetizing your message. Aurora also discusses her own pivot from business success to fulfilling her childhood dream of writing a fantasy series and how she helps others achieve their publishing goals.Listeners will discover the key to crafting compelling stories, why every thought leader should write a book, and how to create multiple streams of income with their expertise. Plus, Aurora shares free resources to help aspiring authors get started on their journey!Episode Description:

Ready to boost your income without adding more hours behind the chair? In this episode, we're diving into creative strategies to grow your salon business and increase revenue. Learn how to make retail sales a natural part of your service, leverage affiliate marketing, and create digital products that keep clients coming back. We'll also discuss hosting client education events, teaching at beauty schools, and collaborating with brands to build new revenue streams. From high-ticket services like extensions to e-commerce opportunities, this episode is packed with actionable tips to help you reach your financial goals while elevating your client experience. Get FREE access to our Creative Service Profit Maker Webinar now! https://small-kiwi-98108.myflodesk.com/ao7u0l0qzq  Email & text marketing is the quickest way to increase your income and GlossGenius has AI support to make this as simple as clicking a button! Try it out for 2 weeks FREE: https://glossgenius.biz/AmbrosiaCarey Key Take-Aways: 1. Retail Sales: Make its a part of your service and not an add-on. 2. Talk retail during the consultation to know what you need to recommend. It's a deeper way to take better care of your client. 3. With the average 15% commission with retail, even if you only sold 10 products per week, that's close to an extra $250 per month…without having to do extra behind the chair. 4. Affiliate marketing will also become more natural if you talk retail in the salon. You can send the link to your clients as well. 5. Add your affiliate links into places that have clickable links such as Pinterest & Facebook. 6. Create digital products such as quick video tutorials for your clients. 7. Digital products also make you irreplaceable. 8. Host an educational event for your clients, it can also bring added income into your space. 9. Start teaching in a beauty school to be a better presenter and offer a low-ticket class for students. 10. Collaborate with brands by having a clear goal and approach from a place of giving, not taking. 11. Work with a brand you've already been using, reach out, showcase examples of your work or create a clever offer. 12. If you've already established a relationship with the brand, propose Sponsorship. 13. Extensions bring added income both as a high ticket service, retail sales on the hair, and a reoccurring service that has an average higher price per minute. 14. If you added a $400 installation twice per month, thats close to $10k per year. 15. Ecommerce is another way of expanding your sales; from retail purchases on your website to sending kits to clients. Take 15% off our favorite skincare line, Pharmagel with code SSA15: http://www.pharmagel.net/discount/ssa15?redirect=%2F%3Fafmc%3Dssa15  

This week, JoePat Roop emphasizes the importance of gratitude in retirement, discussing how true success is a state of mind rather than a monetary achievement. He highlights the significance of building good financial habits early on, such as budgeting and saving, which can lead to a secure retirement. The conversation transitions into the necessity of shifting from an accumulation phase to an income phase in retirement, ensuring a stable and sustainable income. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Frank Hacklander discusses fixed income strategies in the energy sector. He says opportunity is in the smaller names, calling bigger companies basically a proxy for bonds. He likes names in the Permian Basin and names that could generate buyout interest. He's also looking for companies that have the opportunity to deleverage, which he says boosts fixed income returns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Kris Krohn breaks down three passive ways to invest in real estate, which can help you succeed without getting stuck in the typical pitfalls of direct property management. He explains the benefits of Real Estate Investment Trusts (REITs), partnerships, and syndications, along with a bonus opportunity to invest in his own Kronos Fund. Whether you're looking for liquidity, diversification, or high returns, Kris walks through how each strategy works, the pros and cons, and why passive investing could be the best option for you if you're looking to grow wealth without doing all the heavy lifting.

Explore how to score big with creative income strategies with us! Today, we'll dive into an in-depth case study on private equity in professional sports teams and discover how to use similar strategies to increase your wealth growth. You'll learn actionable advice on maximizing revenue sources, including tactics like Roth IRA conversions, covered calls, and creative investments like drop shipping during retirement and car rentals. We'll share a host of diversified financial insights that can help optimize your assets...all while having a bit of fun along the way. Later, catch our hilarious TikTok minute where we highlight a woman's misguided attempt to buy quarters on Amazon. In the 'Better Call Saul' segment, we tackle a listener's question about retirement planning, providing practical tips that can be applied to everyday life. Of course, you don't want to miss Doug's trivia segment, where you'll gain intriguing knowledge, like the anniversary of Marie Antoinette's last day and the history of Cutco knives. Hopefully you'll walk away with both valuable takeaways and a smile. Run of Show: Unexpected Shopping Spree Welcome to the Stacking Benjamin Show Money Urologists and Case Analysis The Value of Cash Payments Inflation and Economic Insights Private Equity in Professional Sports Leveraging Personal Finances Creative Income Streams Maximizing Investment Returns Flexibility in Financial Planning Mark Cuban's Business Insights Real Estate Ventures and Lessons The TikTok Minute: Math Mishap Trivia Time with Doug Roth Conversion Strategies Show Wrap-Up and Listener Review FULL SHOW NOTES: https://stackingbenjamins.com/big-money-in-sports-1588 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices