Podcasts about investment options

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(10:26) Exploring Undervalued Stocks(26:29) Investment Strategies and Market Trends(31:40) The Limitations of 401(k) Investment Options(33:44) Exploring Companies with Pricing Power(38:02) Consumer Pricing Power: A Deeper Dive(41:11) Analyzing Lululemon's Earnings(44:11) Wise vs. Remitly: The Future of Money Transfers(50:14) The Rise of Nuclear Energy Stocks(55:46) Dollar General and Economic Indicators*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this episode of the Retirement Playbook, Granger Hughes discusses essential strategies for retirement planning, focusing on market volatility, the 4% rule, social security timing, and the role of annuities. They emphasize the importance of a customized retirement plan tailored to individual needs and circumstances, highlighting the need for education and informed decision-making in financial planning. Get to know the Hughes team and schedule a time to speak with them or see the upcoming events at https://hughesretirementgroup.com/See omnystudio.com/listener for privacy information.

Jeff Junior, Founder and CEO of Trajan Wealth, joins Bob Sirott to talk about what people should invest in as the markets react to tariffs and whether or not we should still keep a diversified portfolio. He also shares some alternatives that people can invest in, like bonds and gold, as well as when we could […]

Dealing with a large number of investment products and options in financial market is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Daniel dos Passos, senior portfolio manager at FNB ETFs. Topics of discussion include the paradox of choice in investments; active versus passive investment; impact on retail versus professional investors; FNB's use of passive products; the state of the market, and an outlook for the sector. Business Day Spotlight is a MultimediaLIVE Production.

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.

Raj Shah and Rick Borek explain the intricacies of managing 401k accounts, emphasizing the importance of understanding one's holdings and the potential for over-concentration in tech stocks. They discuss the benefits of in-service rollovers for individuals over 59 and a half, allowing them to diversify their investments beyond the limited options typically available in a 401k. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Parents! Are you saving for your child's education? The Arizona 529 Plan offers tax advantages and flexible investment options—starting at just $15/month! Kids can enter the AZ 529 Art Contest to win $529 for their savings plan! Learn more at SmartShopperDaphne.com

A new survey from Bankrate says Americans still prefer the stock market as their top investment option, beating out real estate, savings accounts, crypto and more. Bankrate's James Royal tells us more.

What if your charitable donations didn't just support causes—but actually helped build impactful businesses?In this episode of The Angel Next Door, host Marcia Dawood gives a quick 7-minute overview of the growing interest in investing with philanthropic capital and answers some of the most common questions about how it works. Using insights from past conversations with experts like Sally Boulter of Impact Assets and Patrice and Leah Brickman of Inspire Access, Marcia breaks down how Donor-Advised Funds (DAFs) and nonprofit organizations are revolutionizing the way we think about philanthropy and investment. You'll learn about: - How DAFs work – A simple, tax-advantaged way to invest in for-profit impact companies while keeping funds designated for charitable giving. - Inspire Access' unique model – A 501(c)(3) that allows donors to contribute directly, ensuring capital reaches underrepresented founders working on innovative solutions. - Non-accredited investors can participate too – You don't need to have a certain amount of wealth or income to make a donation; now more people than ever can back mission-driven startups. Instead of just ‘making a donation', discover how to create a lasting impact by strategically investing in businesses that align with your values—all while staying within a philanthropic framework. Tune in now to rethink how your giving can fuel innovation and drive meaningful change! Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode brain and Jeff discuss investment options you may wabt but can't get on your won and how President Trump could affect you retirement. 

On this week's show: Thinking about your tax bill 20 years from now. Going from worry to wonder with your retirement. Wall Street’s model of paying for financial services works for them but not you. Those unused gift card are dead money. Do you have the same in your 401(k)? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Eric Kearney and Joseph Lanza discuss critical financial concerns for retirees, including the importance of proper planning, understanding employer resources, and the mismanagement of 401(k) plans. They emphasize the need for a proactive approach to retirement planning, the impact of daily market fluctuations, and the role of technology in financial advice. The conversation also highlights valuable financial advice and the significance of focusing on income rather than just wealth in retirement. The discussion also covers investment options, the complexities of long-term care insurance, and insights into market predictions for the future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Do you feel overwhelmed by financial jargon and retirement planning? In this episode, Certified Financial Planner Mike Douglas discusses the realities of required minimum distributions (RMDs) and how they affect your retirement funds. He highlights the age requirements, the differences between qualified and non-qualified money, and how to handle your RMDs effectively. Mike also explores strategies like charitable contributions and Roth conversions to help make the most of withdrawals. Ready to develop a strategy with your RMDs? Visit MichigansRetirementCoach.com to schedule an appointment with Mike and his team today!See omnystudio.com/listener for privacy information.

Mike Douglas explains the historical context of retirement tools and why the 401k on its own is not a retirement plan. With pensions becoming rare and Social Security facing potential cuts, understanding and maximizing your 401k is essential to income planning. Mike explores strategies for supplementing retirement income, including the rule of 4%, dividend funds, and annuities. He lays out the pros and cons for each why the focus needs to be on individual circumstances and goals. Ready to see if you’re maximizing your 401k? Visit MichigansRetirementCoach.com to connect with Mike and his team today!See omnystudio.com/listener for privacy information.

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Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by Chad Burton, CFP®, this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy.   In this recording, we discuss topics such as: Understanding 1031 exchanges and how they work Exploring the factors of DSTs for passive investment income Considerations for real estate owners looking to diversify Strategies for deferring capital gains taxes while maintaining income flow This seminar is ideal for real estate investors, property owners, and individuals interested in simplifying their real estate portfolios while seeking tax-efficient investment strategies. The information being presented in this video is aimed at individuals who have at least $500,000 in investable assets.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.  

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Ever wondered how to truly secure your financial future in the dental profession? Join us as Mr. Anick Sharma returns for his third appearance on the Dentists Who Invest Podcast, where he shatters common myths about financial planning and investment. We begin by revisiting foundational concepts like the time value of money and inflation's relentless impact on your savings. Anick underscores why investing is non-negotiable for maintaining and growing your purchasing power, and we explore the stock market's efficiencies and the critical importance of not missing the best days for investment returns.For those just starting their careers, we discuss the pathway to financial freedom, emphasizing the importance of income generation and reinvesting into diversified assets. Anick cautions against the lure of speculative investments, like Bitcoin, advocating instead for a disciplined, rules-based approach to withstand market volatility. Highlighting the power of compounding, we delve into the necessity of starting early and maintaining a steady hand to avoid emotional decision-making during market fluctuations.Shifting gears to retirement planning, we emphasize the dangers of holding cash and the value of investing for long-term growth. Anick provides insights into understanding personal financial goals and the flexibility dental business owners have in planning their futures, including strategies for business exits. Learn why selling at a sufficient value, rather than holding out for the highest price, can offer the freedom to enjoy your desired retirement lifestyle. Tune in for a balanced perspective that aligns financial strategies with your life goals—a must-listen for anyone serious about securing their financial future.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.Send us a text

Avoiding common mistakes in 401k rollovers could save you from unexpected tax consequences. In this episode, Mike Douglas dives into the intricacies of rolling over your 401k into an IRA, focusing on neglected required minimum distributions and the potential benefits of Roth conversions. He explores how the current historically low tax brackets offer a unique opportunity to roll over your savings into a Roth IRA for tax-free growth. Mike highlights the importance of understanding the rules and limitations, especially for high earners who face contribution limits but can still benefit from the backdoor Roth conversion. He also warns of the long-term tax implications that come from converting your IRA into a Roth. Ready to see if 401k Rollovers are right for you? Visit MichigansRetirementCoach.com to connect with Mike and his team today!See omnystudio.com/listener for privacy information.

In this week's podcast, I talk about investment options in Ireland. There are a bucket-load of investment options in Ireland. It is one of the biggest questions we see and hear from people. Yet, the landscape is fairly straight-forward once we get your head around it. Plus, the route someone will take with their investments is often not led by logic, but by their internal biases. The same occurs when one is choosing their next car to buy! Show me someone's car, and I'll tell you what kind of investments they have! So much so, I'll go on record as saying; "The type of car you drive is a lead indicator of the type of investments options you choose" -Paddy Delaney :) And to jump right-in, here is how I see the investment routes comparing to cars on the Irish roads!!..... Discretionary Investment Manager = BMW Life Insurance Investment Product = Volkswagen Advised Investment Platform = Honda Civic This week, having had time to do so, I share: The main investment options in Ireland (via personal & corporate investment and/or pensions) How they compare to the car you might (or might not) drive, and why.... I hope it helps! Disclaimer

In this insightful episode of "Money Talk With Tiff," host Tiffany Grant dives deep into the pros and cons of various investment options. From the dynamic world of stocks to the stability of bonds, the tangibility of real estate, the convenience of mutual funds, and the high potential yet volatile nature of cryptocurrencies, Tiffany offers a comprehensive overview to help you make informed investment decisions. Whether you're a seasoned investor or just starting, this episode provides valuable insights to guide your financial journey.Check out the full shownotes: https://moneytalkwitht.com/podcast-show-notes/pros-and-cons-investments/Key Points DiscussedStocks: Ownership in companies and potential for high returns but with volatility and emotional stress from market fluctuations.Bonds: Steady income and lower risk, ideal for diversification, but with lower returns and interest rate risks.Real Estate: Tangible asset with rental income potential and tax benefits, though requiring significant capital and management costs.Mutual Funds: Diversification and professional management with accessibility for small investors, balanced with management fees and lower control over individual investments.ETFs (Exchange Traded Funds): Traded like stocks with generally lower fees but come with market risk and possible complexity.Cryptocurrencies: High potential returns and increasing acceptance but highly volatile and with regulatory uncertainties and security risks.Resources MentionedWebsite: moneytalkwitht.comAsk Tiffany a question: moneytalkwitht.com/asktiffanyJoin the community: https://academy.moneytalkwitht.com/offers/vXQV4zb2Become a host on AirBnB: https://moneytalkwitht.com/airbnbBuy Real Estate on Fundrise: https://moneytalkwitht.com/fundriseIf you have a question you want Tiffany to answer on the podcast, visit the website to submit your question. Don't forget to share this episode, subscribe, and leave a review to support the podcast!Connect with TiffanyTwitter: @moneytalkwithtInstagram: @moneytalkwithtFacebook: Money Talk with TiffDisclaimer: The content provided in this podcast is for informational purposes only and should not be considered as financial advice. Please consult with a financial professional before making any investment decisions.This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

“We're nothing if not resourceful. That's our generation's superpower.” -Kevin   In celebration of the 100th episode of Take Back Retirement, our hosts Stephanie and Kevin Gaines reflect on the defining characteristics of their very own generation–Gen X–and key lessons that women in this age bracket can put into practice today in preparing for retirement.   From the seismic shift from pensions to 401(k) plans, to navigating the rollercoaster of financial events like the 1987 Black Monday and the dot-com bubble at the turn of the century, today's conversation explores the pivotal moments that molded an entire generation's approach to financial planning.   Our hosts shed light on the realities of midlife day-to-days in the 2020s, from dealing with the fallout of being the “Sandwich Generation” to considerations around financially supporting family members amid shaky times.   At the same time, Stephanie and Kevin celebrate the unique brand of resourcefulness that defines GenX, emphasizing their quest to find “balance, flexibility, and self-determination.”   Key Topics: The Defining Characteristics of GenXers (5:14) Why GenXers are More Cautious with Money (10:11) The “Sandwich Generation” (12:41) “How Do We Deal With All This Crap?” (18:05) Accepting That You Can't Control Everything (22:28) Financially Supporting Family (32:02) Key Takeaways (34:12)     Resources: Leave a Voice Memo for Take Back Retirement Personal Financial Inventory Downloadable Resource Take Back Retirement Ep 15: What Women Need to Know About Social Security Take Back Retirement Ep 82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber Take Back Retirement Ep 21: Simplifying Medicare: What's Important For You To Know with Susan Sloan Take Back Retirement Ep 14: What Women Need to Know About Caregiving and Elder Law with Cathy Sikorski     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Ryan discusses the often-overlooked fees associated with 401k plans and provides actionable strategies for lowering these costs. He emphasizes the importance of understanding the fees you are paying, reviewing your investment options, and seeking independent financial advice to ensure you are not overpaying for your retirement savings. The conversation highlights the need for financial literacy and proactive management of retirement funds to maximize savings and investment returns. Want to begin building your retirement plan? Schedule a call with us here:

Abe Ashton explores the options retirees have regarding their 401k plans, the implications of rolling over to an IRA, and the influence of social media on financial advice.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they've worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

In this episode, Craig Jeffery and Paul Galloway discuss the "efficient frontier." They explore risks, rewards, and trade-offs between options like money market funds, ECR, and IDA/ICA. They also talk about liquidity needs and capital access. Listen in to learn more.

In this episode of the RE Social Podcast, hosts Andrew McCormick and Vince Rodriguez talk about how they made $1 million in real estate from Bakersfield, a city that many overlooked! They share stories about buying and selling properties, including a key deal at 713 Iris Bakersfield. They discuss the challenges they faced, how government policies, market changes, and inflation affected their investments. They also explain the importance of having the right partners, taking smart risks, and managing cash flow and property value. Tune in now to learn some tips on achieving this success and the hard work needed to get there! Key Takeaways 00:00:00$1 Million Out of a Ridiculed City 00:01:56Property Investment Journey 00:04:12Challenges and Learning Experiences 00:07:02Reason for Investing in Bakersfield 00:13:27Profits and Property Management 00:16:01Selling and Buying in Orange County 00:20:35Managing Properties in Different Areas 00:23:48Balancing Cash Flow and Appreciation 00:32:40Risk Tolerance in Investments 00:35:20Work-Life Balance and Passion 00:36:22Passive Income and Investment Options 00:39:35Starting Small and Partnering 00:41:25Coaching and Personal Growth Resources and Links Keller Williams https://www.kw.com/ Learn more about AnVi Invest

Are you an incorporated business owner struggling to determine the best retirement investment vehicle for the profits you retain in your corporation each year while minimizing the overall tax burden?Incorporated business owners often face the challenge of effectively managing retained earnings while planning for retirement. Traditional strategies like Registered Retirement Savings Plans (RRSP) Investment Options and Individual Pension Plans (IPP) might not offer the best tax efficiency or flexibility, leaving you to slowly meltdown the funds to try and limit substantial taxes the entrepreneur must pay when accessing these funds in retirement. This episode of the Canadian Wealth Secrets podcast dives into innovative approaches that can help you grow your wealth within your corporation to provide the most flexibility and access to funds while strengthening your long-term Canadian retirement financial security.Imagine having a strategy that not only shields your retained earnings from heavy taxation but also allows you to leverage those earnings for personal income and investment opportunities. By exploring the benefits of permanent life insurance policies such as participating whole life insurance, this episode provides insights into how you can use corporate dollars to create a tax-efficient and growth-oriented financial plan, ensuring you leave a lasting legacy while enjoying the Canadian retirement an RRSP or IPP simply cannot provide. What you'll learn:Learn how to convert retained earnings into a tax-efficient, growth-oriented financial tool to grow wealth during your capitalization years and financial security during retirement.Discover ways to leverage against corporate assets for personal income without heavy income tax burdens.Gain insights into creating a legacy and securing financial stability for future generations.Tune in now to unlock strategies that can transform your business earnings into lasting wealth and tax-free personal income!Resources:Canadian Wealth Secrets Show Notes PageCalling All Canadian Incorporated Business Owners & Investors:Consider booking a discovery call with Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.This episode helps entrepreneurs and incorporated business owners to determine where they should be investing their retained earnings - inside the corporation or outside - in order to accumulate a high net worth over time and a low Canadian income tax stream of retirement income later. We will explore Registered Retirement Savings Plans (RRSP), Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Welcome to the State 48 Homeowner podcast! In this episode, we're thrilled to have JP Dahdah, CEO of Vantage IRA, discussing the untapped potential of self-directed IRAs. Discover how you can leverage your retirement funds to invest beyond the stock market, and unlock new investment opportunities. JP Dahdah breaks down the essentials of self-directed IRAs, explaining how they offer greater flexibility and control over your investment choices. Learn the types of investments you can make, from real estate to private lending, and gain insights on how to diversify your retirement portfolio effectively. Don't miss out on this opportunity to enhance your financial future and avoid missing out on lucrative investment opportunities. Tune in now and start making the most of your retirement savings!

This week Stephanie and Katie explore ways to elevate your home's aesthetic. In this episode, they'll walk you through simple touches that can transform your home from ordinary to extraordinary. Join us as we uncover how to bring that extra flair to your living space!

In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority. 

Interview with Colin Healey, CEO of Premier American UraniumRecording date: 28th June 2024Uranium: A Compelling Investment Opportunity in the Clean Energy TransitionThe global shift towards clean energy sources has brought uranium, the primary fuel for nuclear power plants, into the spotlight as a potentially lucrative investment opportunity. As countries worldwide grapple with the dual challenges of reducing carbon emissions and ensuring energy security, nuclear power is increasingly recognized as a vital component of the energy mix. This growing recognition, supply constraints, and geopolitical factors create a favorable environment for uranium investments.Supply-Demand Dynamics Drive Bullish OutlookThe fundamental driver of the uranium market's attractiveness is the significant imbalance between supply and demand. Colin Healey, CEO of Premier American Uranium, highlights this disparity: "We've got production of 140 million pounds, we've got demand of over 190 million pounds." This supply deficit, which has persisted for several years, is expected to widen as global demand for nuclear power grows.The supply side has been constrained since the 2011 Fukushima disaster, which led to a prolonged period of low uranium prices and reduced investment in new production. Many mines were shuttered or placed on care and maintenance, significantly reducing global output. Restarting these mines or bringing new projects online is a time-consuming and capital-intensive process, meaning supply cannot quickly respond to increases in demand or price.The outlook on the demand side is increasingly positive. Many countries, including China and India, embark on ambitious nuclear power expansion programs. Additionally, life extensions for existing reactors in countries like the United States contribute to sustained uranium demand.Geopolitical Factors Enhance Market DynamicsGeopolitical considerations add another layer of complexity and opportunity to the uranium market. Concerns about energy security and the desire to reduce dependence on Russian nuclear fuel have led to initiatives in the United States and other Western countries to develop domestic or allied sources of uranium and nuclear fuel cycle services.The U.S. government has taken steps to support its domestic uranium industry, recognizing its strategic importance. Recent developments include a $2.7 billion allocation to support the development of non-Russian nuclear fuel supply chains. This increased government support, both in terms of funding and potential regulatory streamlining, could accelerate the development of new uranium projects in the United States.Investment Options and ConsiderationsInvestors interested in gaining exposure to the uranium sector have several options:Uranium Producers: Companies already in production can provide more immediate exposure to uranium price movements.Developers and Explorers: Earlier-stage companies offer potentially higher upside but with increased risk.ETFs: Uranium-focused ETFs provide diversified exposure to the sector.*Physical Uranium: Some funds allow investors to gain exposure to physical uranium holdings.While the outlook for uranium is generally positive, investors should be aware of potential challenges and risks. These include regulatory hurdles, public perception issues, competition from alternative energy technologies, and project development risks inherent in the mining sector.The uranium market presents a compelling investment opportunity driven by strong fundamentals and potential catalysts for price appreciation. The supply-demand imbalance, geopolitical factors, and increasing government support for nuclear energy all contribute to a positive outlook for the sector. As Healey notes, "The most compelling thing is this supply deficit and the fact that the highest marginal cost production... has very bullish implications for the uranium price in my opinion."However, as with any investment, thorough due diligence and an understanding of the risks are essential. Investors should carefully consider their risk tolerance and investment goals when evaluating uranium-related opportunities. As the global energy landscape continues to evolve, uranium could play an increasingly important role, potentially rewarding well-positioned investors.—Learn more: https://cruxinvestor.com/companies/premier-american-uraniumSign up for Crux Investor: https://cruxinvestor.com

In this episode of the AIA podcast, host Alex Perny welcomes financial planning expert Malcolm Ethridge for a discussion on the different types of alternative investment options. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about our guest, Malcolm Ethridge: https://www.malcolmethridge.com/ Order Malcolm's new book: https://www.amazon.com/dp/1963911180/ref=sr_1_1?dib=eyJ2IjoiMSJ9.ZkwGQNj3eHQoYZ2SFoDU6aSppBUiB0TFSBYLRHnsBMg.iRgat8-gPLbN9JCaLo_qx1-JwxxWhGk8JUAaTvEUrro&dib_tag=se&qid=1713470584&refinements=p_27%3AMalcolm+Ethridge&s=books&sr=1-1&text=Malcolm+Ethridge The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. #financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

The podcast episode emphasized the importance of viewing sex as a pleasurable experience rather than a chore and addressed the need to confront any feelings of guilt, shame, or misconceptions surrounding sexual health and contraception. Here are key points to expand on this topic:Sexual Pleasure: The discussion highlighted that sex should be a beautiful blessing and a source of intimacy and joy within a marriage. It should not be seen as a duty or task but as a way to deepen the connection with one's partner. By approaching sex with a focus on pleasure and intimacy, couples can enhance their relationship and strengthen their bond.Guilt and Shame: The episode stressed the importance of working through any feelings of guilt or shame related to sexual health and contraception. These negative emotions may stem from societal norms, religious beliefs, or personal experiences. It is crucial for individuals to address these emotions and recognize that sexual health is a natural and essential aspect of human relationships.Misconceptions about Contraception: The conversation also emphasized the need to dispel myths and misconceptions surrounding contraception. By seeking accurate information from reliable sources such as medical professionals and reputable organizations like ACOG, CDC, or WHO, individuals can make informed decisions about their reproductive health. It is essential to understand that contraception is a personal choice and should be approached with knowledge and understanding.Open Communication: To overcome feelings of guilt, shame, or confusion about sexual health and contraception, open communication with a partner is key. Couples should feel comfortable discussing their needs, preferences, and concerns regarding contraception. By fostering a safe and open dialogue, individuals can address any issues or misconceptions together and make informed decisions that align with their values and beliefs.Seeking Support: The episode highlighted the importance of having a supportive network, whether through friends, mentors, or healthcare providers. A trusted support system can help individuals navigate the complexities of sexual health and contraception with confidence and clarity. By seeking guidance and support from those who understand and respect their choices, individuals can feel empowered to make decisions that are right for them.In summary, the episode emphasized the importance of viewing sex as a positive and pleasurable experience, addressing any negative emotions or misconceptions surrounding sexual health and contraception, and fostering open communication and support within relationships to promote healthy sexual well-being.Timestamps[00:03:17] Contraceptive myths and discussions.[00:06:40] Contraception and fertility misconceptions[00:09:23] Birth control challenges.[00:14:12] Fertility awareness methods in marriage.[00:17:13] Women advocating for themselves.[00:20:15] Sex builds intimacy and communication.[00:23:44] Supportive spouse.[00:26:45] Sex and performance pressure.[00:29:40] Choosing a trusted gynecologist.[00:33:02] Sexuality and contraception decision-making.Connect with Zhara:Follow Zhara on Instagram @ zhara.marie -  https://bit.ly/4aPXjtjFollow our podcast page @beyondthebouquetpod - https://bit.ly/3xzcKqJ

Chris Hoffman discusses various investment options and strategies. He covers topics such as real estate, bond funds vs. bonds, structured notes, high-yield savings accounts, and municipal bonds. They also touch on the importance of considering tax implications and planning for retirement, including required minimum distributions (RMDs). Overall, the conversation provides insights into different investment opportunities and considerations for individuals at various stages of their financial journey. Visit Unleash Your Money to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See omnystudio.com/listener for privacy information.

In this episode of the Beyond the Bouquet podcast, Zhara interviews financial expert Renate McDonald about the importance of understanding financial freedom as a wife. They discuss the myths and misconceptions surrounding couple finances and the need for both partners to be involved in financial decision-making. Renate emphasizes the importance of open communication, visibility of accounts, and joint responsibility in managing finances. They also touch on the topic of investments and provide practical steps for couples to take, including assessing their current financial standing, establishing goals, and assessing investment options. In this conversation, Renate McDonald shares her expertise on investing as a couple. She emphasizes the importance of research and narrowing down investment options to a maximum of three. Renate also discusses the need for couples to have a similar risk tolerance and to walk together in their investment journey. She highlights the importance of open communication, vulnerability, and breaking down walls in order to have a healthy financial partnership. Renate provides practical tips for tracking expenses and recommends using Excel and the Home Budget app. She also addresses the question of marrying down and emphasizes the importance of seeking God's guidance and surrounding oneself with godly counsel.TakeawaysBoth partners in a marriage should be involved in financial decision-making and have visibility of accounts.Financial independence and separate accounts can lead to problems in a marriage.Understanding your current financial standing and establishing goals are important first steps in managing finances as a couple.Assessing investment options and risk tolerance is crucial for couples looking to invest.Open communication and joint responsibility are key to a healthy financial relationship. Narrow down investment options to a maximum of three and research them deeplyCouples should have a similar risk tolerance and walk together in their investment journeyOpen communication, vulnerability, and breaking down walls are essential for a healthy financial partnershipUse tools like Excel and the Home Budget app to track expensesSeek God's guidance and surround yourself with godly counsel when making important financial decisionsConnect with Renate here:LinkedIn :https://www.linkedin.com/in/renatemcdonald/?originalSubdomain=jmLearn Grow Invest : https://learngrowinvestclub.com/Connect with Zhara:Follow Zhara on Instagram @ zhara.marie -  https://bit.ly/4aPXjtjFollow our podcast page @beyondthebouquetpod - https://bit.ly/3xzcKqJ

In today's Q&A Glen and financial adviser James Millard chat about:

#BRNAM #1665 | Considering Private Real Estate as a Foundation for Multi-Asset Defined Contribution Plan Investment Options  | Jonathan Epstein, DCALTA, Jani Venter, J.P. Morgan Asset Management,  Clint Cary, Cary Solutions & Hayden Gallary, Cambridge Associates   | #Tunein: broadcastretirementnetwork.com #JustTheFacts | For more information visit https://www.dcalta.org/  

Dive into the transformative world of real estate with the latest episode of the Real Estate Runway Podcast, where host Chad Sutton and guest Frank Rohde from Onify unveil an innovative solution to the first-time homebuyer's dilemma. Discover how Onify's fractional ownership platform is revolutionizing the market by allowing buyers to purchase "bricks" of a property, offering a unique path to homeownership without the burden of traditional mortgages. This game-changing conversation sheds light on the challenges facing new buyers, such as skyrocketing home prices and the competitive disadvantage against corporate cash buyers. With a focus on multi-family real estate investment opportunities and the societal impact of making homeownership more accessible, this episode is a must-listen for investors and industry enthusiasts looking to stay ahead of the curve in the dynamic landscape of real estate. Tune in to explore how Onify is creating a double bottom line, blending attractive returns with a mission-driven approach to property investment. 00:00 Introduction and Welcome 03:30 Frank Rohde's Background 05:33 Identifying the Problem for First-Time Homebuyers 07:35 Challenging the Traditional Mortgage System 09:29 The Current Challenges for First-Time Homebuyers 15:54 The Solution: Fractional Ownership with Onify 17:20 How Onify Works for Homebuyers and Investors 23:45 Mitigating Risks for Investors 28:27 Investment Options and Charitable Capital 40:31 Superpower and Lessons from Failure 44:05 The Importance of Having Enough Capital 45:16 Getting Involved with Onify 46:23 Philanthropy and Giving Back 47:39 Closing Remarks Check out Ownify! https://ownify.com/ Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypod

Learn how to expand your portfolio away from traditional investments by listening to our guest today, Paul Shannon.In this episode, he walks us through his journey of getting out of the corporate world through real estate investing, how they keep growing from single-family to multifamily, and his focus now on raising capital and delivering exceptional returns to investors across various asset classes. Let's dive into this interview for more talks about time freedom and how investing can positively impact your life!Key Points & Relevant TopicsPaul's sales background and his entry into the real estate investing businessThe role of family life in valuing time freedomThe moment that triggered Paul to start on single-family propertiesWhy task delegation plays a big role in scaling a business fasterPartnership and its impact on portfolio expansion and diversificationWhy you should build and nurture relationships with bank institutionsPaul's insights on what's going on with the real estate marketSignificance of underwriting, minimizing risks, and trusting sponsorsHow should you look at real estate investing?Resources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Paul ShannonSince transitioning to real estate investing full-time in 2019, Paul has acquired over 200 residential units, many deep value-add properties, starting with single-family and transitioning to multifamily, by recycling his equity and/or joint venturing. Paul has experience in underwriting, acquisitions, raising capital, property management, project management, and is a licensed Realtor.  Paul also an experienced limited partner, investing in over 1,500 multifamily units across the country. In addition to multifamily, Paul has invested as a LP in NNN, industrial, sale leasebacks, preferred equity, 1st and 2nd position notes, ATMs, mixed-use development and private equity.  These experiences have led to the formation of InvestWise Collective, a customizable fund aimed at helping investors diversify out of traditional markets into passive real estate opportunities.  Get in Touch with PaulWebsite: www.investwisecollective.com / www.redhawkinvesting.com   LinkedIn: Paul ShannonTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Are you considering maxing out your 401(k) but unsure what to do next? We face this question all the time at the Sierens Financial Group so today we'll explore if it's wise to max out your 401(k) before investing anywhere else.   Here's some of what we discuss in this episode: 0:00 – Intro 2:44 – What's on today's show 4:33 – What's in the news right now? Spot Bitcoin was just approved by the SEC. 8:40 – What should you know about Spot Bitcoin? 10:50 – An 85-year study from Harvard reveals the one simple element that is the key to happiness. 14:26 – Should you max out your 401(k) first, or consider other options before contributing the max? 16:13 – Reasons you might want to max out your 401(k). 19:23 – Reasons you might NOT want to max out your 401(k). 23:08 – Exploring your options and how taxes play a role. 27:00 – Jacob's question: Should you start Social Security at 67 if you're still working?   References for this episode: https://www.sec.gov/news/statement/gensler-statement-spot-bitcoin-011023 https://scoop.upworthy.com/harvards-85-year-study-reveals-the-number-one-key-to-happiness?utm_source=flipboard&utm_content=topic/personalfinance   Want to get in touch? Web: https://sierensfinancialgroup.com/ Email: office@sierensfinancialgroup.com Phone: 847-235-6989 Read more and get additional financial resources here: http://lifemoneyshow.com  Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ 

A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This episode is about how to build wealth and avoid financial struggles as a woman physician so that you will never be broke.In the ppisode, I shared  four key principles that I believe will help you achieve financial security.You will learn:Why you should avoid spending everything you earn and prioritize saving and investing. How to plan your long-term financial goals and invest in your future self. Why you must reinvest your earnings to accelerate your financial growth. How to know your numbers: Track your income and expenses, understand your debt, and learn about different investment options. This knowledge will empower you to make informed financial decisions.The importance of having a clinical income alongside your investments can never be over emphasised. Listen to this episode, take control of your finances, learn about money management, and create a plan for your financial future.Finally, you can now be part of  a money in-person gathering created with you in mindDo you want the freedom to live life on your terms without being limited by your finances or golden handcuffs?  Register now https://www.moneyfitmd.com/wycReady to liberate yourself and become the CEO of your money & life? Join the only community exclusively for women physicians. Apply here https://www.moneyfitmd.com/assessments/2147991133What kind of Investor are you? Take this quiz to find out www.moneyfitmd.com/quizif you haven't already, snag my video guide on creating your Seven Figure Life at www.moneyfitmd.com/tmdReady to liberate yourself and become the CEO of your money & life? Join the only community exclusively for womena physicians. The doors are open https://www.moneyfitmd.com/msbDo you have questions/ topics you want addressed in an upcoming episode? Fill out this form.https://www.moneyfitmd.com/podcast-questionsWe are social:Facebook: https://web.facebook.com/MoneyfitMD/Instagram: https://www.instagram.com/moneyfitmd/Youtube: youtube.com/@moneyfitmd

This episode features a conversation with Naseem Sayani, the co-founder and managing director of Emmeline Ventures. We discuss the importance of women getting financially literate and investing, especially in women-led ventures. Naseem explains that only a small fraction of venture capital goes to women-founded companies and argues that getting more women involved as check writers could help bridge this gap. She also emphasizes the importance of investing in women's health and how building data-driven startups could significantly impact women's health outcomes. The discussion ends with strategies women can use to start investing, even in relatively small amounts. (01:18) Investing in Female Founded Organizations (01:50) Understanding Venture Capital and Investment Options (02:11) Encouragement for Women to Enter the World of VC (04:37) The Role of Diversity in Venture Capital (13:45) The Impact of Women's Health on Investment (15:39) The Importance of Financial Literacy for Women (16:37) Investing vs Saving: Making the Right Choice (17:18) Investing in Real Estate vs. Public Markets (17:51) Venture Capital and the Barriers for Women (18:57) Investing in Philanthropy vs. Venture Capital (19:49) The Influence of Marketing on Women's Financial Decisions (20:36) Starting Small in Venture Capital (21:54) Understanding the Risks and Rewards of Venture Capital (22:24) The Importance of Diversification in Investments (22:44) Investing During Economic Downturns (23:19) The Power of Women in the Consumer Market (24:36) The Importance of Women in Product Design (28:46) The Power of Community in Women's Investing (30:57) The Risks of Real Estate Investments   Naseem's Links: Emmiline Ventures: https://www.emmelineventures.vc/ LinkedIn: https://www.linkedin.com/in/nsayani/    

In today's episode, Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, shares a concise exploration of brokered CDs. You'll learn what they are, how they differ from traditional CDs, the associated risks, what happens at maturity, tax considerations, and the option to sell them. Listen in for more information!

It's a brand new season with brand new topics! It's time to unravel the intricacies of charitable giving.   In this episode, Zacc Call and Laura Hadley discuss the benefits of donating cash versus stocks, and the potential tax advantages associated with each option.    They also explore potential tax implications and limitations based on your income level and the type of charity you give to.    Join the conversation as Zacc and Laura discuss: Why donating stocks as your form of charitable giving is extremely “tax savvy” The varying processes for donating stocks versus cash to a charity “The Happiness Factor” and how it contributes to charitable giving And more   Resources: Guided Path: Seasons 1 - 6    Connect with Capita Financial Network: info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network  

Today, we're talking about making smart financial decisions. Let's plan your financial future. Our journey today includes multi-generational caregiving and tax-free investing. A life review can show us if our current plan is working or if we need to make changes. Let's prepare for the future of our loved ones. Lastly, we dive into insurance contracts. We'll answer key questions and explain what happens if you stop paying or withdraw money. Financial planning is like cooking a well-planned meal, and we're here to guide you through it. Let's prepare to live life rich! In this episode, you will hear: The parallels between physical and financial self-defense Investment Options for Life Insurance Understanding Different Insurance Illustration Rates Life Insurance for Single Individuals Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: https://marissanehlsen.com  Facebook: https://www.facebook.com/marissa.nehlsen Instagram: https://www.instagram.com/marissanehlsen/ Standard of Living Budget Worksheet: https://marissanehlsen.com/standard/ Bulletproof Your Business: https://marissanehlsen.com/bulletproofyourbusiness/ Get my “15 Ways to Create Cash in Your Business” download: https://15stepstofreedom.com Join the Live Life Rich Community Facebook group: https://www.facebook.com/groups/liveliferich/ *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know I sent you.

Facebook/Instagram: Haws Federal Advisors Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Unlock the booming potential of the self-storage industry in our latest episode. As urban dwellers increasingly opt for compact living spaces, the demand for additional storage skyrockets. Fernando Angelucci, a top-tier expert and pioneer in the self-storage realm, delves deep into this trend, explaining the drivers behind the immense growth and how you can tap into it. Whether you're an accredited investor, someone interested in joint ventures, or just curious about real estate asset classes, this episode is a treasure trove of insights. Learn about the intricacies of 506 B syndications, the unique opportunities in community-driven campaigns, and the global scope of self-storage investments, including potential ventures in Canada and beyond. Equip yourself with the knowledge to make informed decisions and explore investment avenues that promise substantial returns. Dive in now!   Chapter Stamps:   Introduction [00:00:00] The Self Storage Opportunity [00:07:30] Investment Options [00:15:00] Community Engagement [00:18:30] Closing Remarks [00:20:38]   Pullout Quotes:   “The two largest generations in US history are driving a lot of this demand, leading to a surge in the self-storage space."   "People are using a storage facility as a second or third closet because the cost per square foot is substantially less."   "Almost 30 percent of our deals are joint ventures with operators experienced in different real estate asset classes."   "Self-storage is a hyper-localized business. Our trade area is typically between one to five miles around our facility."   "It's not a one-size-fits-all approach. It's based on the needs of the community and we allow our local managers to spearhead that effort."   "90%+ of the self-storage in the world is based in the United States. Emerging markets just require us to get comfortable with their laws and tax environments."   "Our core values are about bringing tax-advantaged self-storage investments to investors in a way that mitigates downside risk while also being social stewards to the local community."   Socials:   Website: https://ssse.com/ Facebook: https://www.facebook.com/SelfStorageSyndicatedEquities Facebook: https://www.facebook.com/TheStorageStud   ----more---- Notice to the Super Entrepreneurs community:   Before we part, remember to join our Private Facebook group, 'Mindset for Business Success.' Here we share mindset wisdom to elevate your life and business, ready for a transformative journey? This group is your key to unlocking potential and achieving business growth. Don't miss out on this incredible free resource. Join us in 'Mindset for Business Success' today!   https://www.facebook.com/groups/mindsetforbusinesssuccess/   Shahid's Links:   https://zez.am/officialshahiddurrani   ----more---- Affiliate Disclaimer: If you buy through one of the links provided, I may receive a commission (without any additional charge to you).   Disclaimer: Please be aware that the opinions and perspectives conveyed in this podcast are solely those of our guests and do not necessarily represent the views, ideologies, or principles of Super Entrepreneurs Podcast, its associated entities, or any organizations they represent or are affiliated with. We provide a platform for discussion and exploration, and the content of each episode is understood to be independent expressions from our guests, rather than a reflection of the beliefs held by the podcast or its hosts.

Along with debt, this is something I really wish I would have understood sooner. Owning a physical gym was my first exposure to having expenses and investing most online coaches don't experience especially first starting out. Fast forward to today with a net worth of multi-millions, I've learned how to use money and investments as a tool for growing wealth and growing a business. I want this same mindset shift for you too and I want you to be able to adopt the investment mindset.   Time Stamps:   (0:47) Debt Episode (1:00) Having the Privilege to Invest (2:30) Investment Options (4:25) The Investment Mindset (7:58) Investing In A Program ---------- Whenever You're Ready, Here Are 5 Ways We Can Help You (For Free) (Community) Join the Fitness Business Secrets FB  Community to Unlock Your Free 5 Clients in 5 Days Mini-Course (Content) Grab our exact post templates that are responsible for more than 3,500 online clients in our business Automated Post Planner   (Instagram) 3-5x Your Engagement, Grow an Audience and Generate Dream Clients from Instagram IG Playbook For Health & Fitness Coaches (Training) Get Access To The  5 Most Popular Training We Created in 2022 (Get Clarity) Schedule a FREE No-Obligation 15-minute Call to Explore How To Add 10,000/Mo to Your Business–Guaranteed

Greg Ward with Financial Finesse discusses investment options for those on the brink of retirement Episode 2348: MONDAY MASTERY - Investment Options For the Soon-to-Be-Retired by Greg Ward with Financial Finesse After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor's. This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce. They've helped hundreds of thousands of employees change their lives. The original post is located here: https://www.financialfinesse.com/2013/08/21/investment-options-for-the-soon-to-be-retired/  Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices