Podcasts about life planning

In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real impact and create meaningful experiences for loved ones. Roger also answers listener questions, providing clear guidance to help you navigate your retirement with confidence.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This podcast is dedicated to helping you rock retirement.(00:57) Today Roger talks about annual gifting limits.RETIREMENT TOOLKIT(01:45) In today's Retirement Toolkit, Roger explores year-end planning by breaking down the 2025 annual gift exclusion.(04:05) Roger discusses giving money during your lifetime and shares the reasons why it can be beneficial.(12:05) Roger shares his observations on giving money, noting that gifts can feel most meaningful when attached to a specific purpose rather than given with expectations.(14:21) Strategies for impactful gifting are explored, including transferring appreciated assets, paying medical expenses, and covering tuition directly, showing ways to help others while maximizing meaning and efficiency.LISTENER QUESTIONS(19:00) Mary shares feedback on qualified charitable distributions (QCDs).(21:27) Lee describes his “shoulder bonus” strategy to spend excess retirement funds while staying within a safe withdrawal rate.(30:10) John asks when to switch from a general financial advisor to a retirement planner(34:19) Rick asks about gifting appreciated stocks to adult children.(35:17) Steve asks about building a resilient retirement plan at age 80.SMART SPRINT(38:13) In the next seven days: Do you want to give? Can you? How much and to whom? Can it have a purpose? Even small gifts can make a big impact.CLOSING THOUGHTS(40:00) Giving money can bring profound joy, often the greatest gift is the one you give yourself by helping others. REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer Man

“Personal finance is personal.” — Anthony Weaver In this episode of Better Call Daddy, host Reena Friedman Watts and her dad, Wayne, welcome Anthony Weaver, a financial educator and podcast host, to dive deep into the fascinating world of personal finance and the stories our wallets tell. Anthony shares his journey from teaching mathematics to exploring the nuances of money management, discussing how his relationship with money has evolved over time. He reflects on the importance of understanding the psychology behind spending and saving, emphasizing that personal finance is not just about numbers, but about the choices we make based on our values and experiences. Understanding Money Mindsets Anthony explains how our upbringing shapes our financial habits, from couponing to hoarding, and how the mindset of scarcity can affect our ability to enjoy life. He encourages listeners to rethink their money narratives and to consider what truly brings joy in their lives. He shares valuable insights on: - The thrill of couponing and how it can lead to significant savings - The importance of enjoying experiences while being financially savvy - How to navigate insurance and healthcare costs effectively - Strategies for teaching financial literacy to younger generations Life Lessons & Future Aspirations As a member of the sandwich generation, Anthony discusses the realities of caring for aging parents while planning for his own future. He reveals his curiosity about the funeral industry and the importance of discussing end-of-life plans with loved ones, emphasizing that it's never too early to have these conversations. Wayne adds his wisdom, highlighting the balance between saving for the future and enjoying the present, reminding us that life is precious and should be lived fully. Keywords & Core Themes Personal Finance, Couponing, Financial Education, Money Mindset, Insurance, Healthcare Costs, Financial Literacy, Parenting, Saving, Spending, Life Lessons, Podcasting, End-of-Life Planning, Money Management Episode Highlights (00:00) Welcome to the Better Call Daddy Show (01:20) Meet Anthony Weaver: From Teacher to Financial Educator (05:45) The Evolution of Money Mindsets (12:30) The Thrill of Couponing: Tips & Tricks (20:15) Navigating Insurance and Healthcare Costs (30:00) Teaching Financial Literacy to Kids (40:50) Conversations About End-of-Life Planning (50:00) Wayne's Wisdom on Saving and Enjoying Life (55:30) Closing Thoughts and Reflections Connect with Anthony Weaver Podcast: About That Wallet  Connect with Reena Friedman Watts Better Call Daddy Website | LinkedIn | Instagram | YouTube Thank you for tuning in to Better Call Daddy—where wisdom, creativity, and heart meet!

Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews Nick about how life planning has become a core part of the SRB client process. Nick shares how training with George Kinder and the EVOKE model shaped the way SRB helps clients think through retirement, not just from a numbers standpoint, but from the perspective of values, priorities, and real life goals. They walk through how the EVOKE structure fits into SRB's retirement planning work, what actually happens in those conversations, and the kinds of insights clients discover when they finally slow down and think about what they want the next phase of life to look like. Nick also explains why most client “dreams” are less about big, flashy goals and more about time, family, and reducing worry. You will hear: How SRB discovered life planning through George Kinder's work A plain language overview of the EVOKE process and how SRB uses it with new retirement clients Why the first three stages focus on widening the conversation beyond money Real outcomes from clients who learned they were either not ready to retire or more than ready Why many clients already have “enough” and what to do with that knowledge How life planning shifts decisions about Roth conversions, gifting to kids, and travel The link between clear life goals and better follow through on investment and tax strategies How life planning helps advisors avoid assumptions about what clients value Why the plan on paper will always change, and why that is expected Nick's experience being life planned himself, and why he keeps going back to the process How SRB is expanding life planning capacity by training Cole as a Registered Life Planner If you are approaching retirement, feel like you might have “enough” but are not sure what comes next, or want your financial plan to reflect your real life priorities, this conversation will give you a feel for how life planning works at SRB and why it might be the missing piece in your retirement planning. Ready to talk about your own life plan?Start with a relaxed fit meeting to see if SRB is a good match for your needs. Visit: srbadvisors.com Contact: info@srbadvisors.com Subscribe to Kitchen Table Finance for more conversations about retirement, investing, and planning for the future. https://youtu.be/1xbJ_Uhvpfg

Living Stones Church - Ali'i Drive - Our passion at Living Stones Church is to be the kind of church described in the Bible: A Culture of Faith. Together we love to actively pursue Spirit and Truth.

This week's about cutting through the BS, owning your darkness, and using it to heal. If you're ready to stop guessing and actually use astrology to plan your life, join my 6-Hour Personal Forecasting Masterclass where we'll cover unprecedented astrology, how to decode your chart, the core timing techniques, trusting transits, and your 5-year forecast - so you can stay focused, confident, and aligned with your natal promise

In this episode, Roger Whitney continues his four-week series on retirement goal setting, focusing on the importance of building agile retirement goals. He emphasizes creating the right conditions for discovering what you truly want in retirement, rather than fixating on specific desires. Roger shares insights on self-discovery, the anatomy of goals, and the significance of establishing a solid foundation for a fulfilling retirement. Tune in to learn how to navigate your retirement journey with confidence and purpose!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This week Roger talks about building agile retirement goals.PRACTICAL PLANNING SEGMENT(03:10) The intent is to build goals that are more meaningful to you so you can rock retirement.(07:00) How do you set goals that are meaningful to you in an agile way?(07:39) You want to start with self-discovery and establishing or revisiting your values.(09:53) Focus on creating conditions to explore your values and build a life where fulfillment naturally follows. (13:43) You have to experiment to determine what is right for you.(18:30) Roger talks about the anatomy of a goal, specifically low stakes goals that maximize optionality in retirement planning.(21:08) Roger talks about high stakes goals.(25:04) Low-stakes goals help you experiment, make confident decisions, and discover what truly supports a fulfilling retirement. LISTENER QUESTIONS(27:30) Roger answers Melissa's questions about rolling over an IRA without penalty and whether to trust a flat-fee fiduciary firm that offers to manage her accounts. (33:06) Greg asks Roger to revisit healthcare before Medicare. (34:17) Rob asks about deferring Social Security to age 70 and whether he still receives COLA increases in addition to the 8% delayed retirement credit.(36:03) Chris asks about using only a total world stock and bond index for his portfolio.(40:20) Roger advises keeping a local contingency fund so you always have accessible cash and don't feel “cash poor.”SMART SPRINT(43:20) Go back to your retirement goals and the plan you've put together. Look at them through the lens of our recent discussionRESOURCESSign up for our next Webinar!Scarcity Brain: Fix Your Craving Mindset and Rewire Your Habits to Thrive with Enough- Michael EasterSubmit a Question for RogerSign up for The NoodleFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

This week is all about fun, pleasure, and some dark truths coming to light. With Venus entering Libra and Pluto stationing direct, things that once felt heavy start to flow with more ease - if you've done the work to let go. Expect lighter energy, new confidence, and revelations that test how you handle the truth. If you're ready to stop guessing and actually use astrology to plan your life, join my 6-Hour Personal Forecasting Masterclass where we'll cover unprecedented astrology, how to decode your chart, the core timing techniques, trusting transits, and your 5-year forecast - so you can stay focused, confident, and aligned with your natal promise.  Get the Life Planning with Astrology Course & Join us LIVE on October 26th: https://www.camwhiteastro.com/life-planning-with-astrology Get the Monthly Game Plan, Rising Sign Horoscopes & Courses: https://www.camwhiteastro.com/memberships . 00:00 intro 03:04 monday 10:10 tuesday 12:30 wednesday 15:36 thursday 20:44 friday 22:55 saturday 25:19 sunday 29:39 next week

Retirement isn't just about the numbers. Tim Ulbrich, PharmD and Tim Baker, CFP® and Registered Life Planner, explore how life planning can help you design a retirement filled with purpose, meaning, and fulfillment, not just financial security. Episode Summary When it comes to preparing for retirement, most conversations focus on the financial side—things like income planning, Social Security timing, withdrawal strategies, and tax-efficient investing. But true retirement readiness goes beyond the numbers. In this episode, Tim Ulbrich, PharmD, is joined by Tim Baker, CFP® and Registered Life Planner, to explore how life planning can help you design a retirement that's rich with meaning, purpose, and fulfillment, not just financial security. As you step away from decades of work—often after raising kids, building a career, and living within a structured routine—you enter a new phase of life where the biggest challenges aren't just financial, they're personal. Who are you now? What does your ideal day look like? How do you make this season of life one that aligns with your values and brings you joy? In this episode, you'll learn: What life planning is and how it complements financial planning How to navigate the personal and emotional transition into retirement Practical ways to align your money with your values and goals How to create a vision for a fulfilling and purpose-driven retirement Whether you're approaching retirement or simply thinking ahead, this conversation will help you see how life planning can make the next chapter not only financially sound but deeply satisfying. Mentioned on the Show Your Financial Pharmacist Your Financial Pharmacist on YouTube YFP 394: Crafting a Rich Life in Retirement: Insights from David Zgarrick, PhD Vanguard Study Advisor's Alpha Changes in US Family Finances from 2019 to 2022: The Federal Reserve Board of Governors

Rob Spivey, director of research at Valens Securities, says many investors believe the current stock market run to record levels has been about price momentum, but he says that earnings momentum has shown growth that is strong enough that it should calm the nerves of investors who think the artificial intelligence business is inflating a market bubble. Valens' research revolves around "uniform accounting," and Spivey discusses proposals that would change how often public companies must report earnings, and talks about why he believes it would not have as much impact on the market as many observers expect. Todd Rosenbluth, head of research at VettaFi makes the newest fund created by Vanguard — an emerging markets fund that excludes China — his pick for "ETF of the Week," noting that the ETF is a solid passive adjunct to actively managed emerging-markets strategies. Excluding China, Rosenbluth noted, is a strategic choice that may depend on an investor's gut feeling over the potential for a trade war or bigger tariff problems in the future. Financial adviser Dan Dorval of Dorval & Chorne discusses 'Financial Success for the Rest of Us: Quality of Life Planning for Mainstream America," the book he wrote 20-plus years ago and just revised. He discusses how planning has changed but how developing investor discipline has remained one of the key factors of whether a person will achieve financial prosperity.

If you think numbers and charts are enough to win clients, think again. In this episode, Referral Coach Bill Cates interviews renowned author and speaker Mitch Anthony about the decisive role of storytelling and life-centered financial planning.  Mitch shares how neuroscience has proven that emotional connection, not just data, drives decisions, and how financial advisors … Continue reading #99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony →

Astronomy Cast Ep. 766: How Spacecraft End By Fraser Cain & Dr. Pamela Gay End-of-Life Planning for Your Spacecraft! Streamed live October 1, 2025. Your spacecraft has reached the end of its mission. You've done everything you can to keep it operational, but now it's time to say goodbye. How do space agencies deal with spacecraft to shut them down gracefully, protect future missions and life on other worlds. So, the time has come to see your mission across the Rainbow Bridge. How exactly do you say goodbye? Let's discuss. 

https://www.youtube.com/watch?v=kXkqLQ1oBk8 End-of-Life Planning for Your Spacecraft! Streamed live October 1, 2025. Your spacecraft has reached the end of its mission. You've done everything you can to keep it operational, but now it's time to say goodbye. How do space agencies deal with spacecraft to shut them down gracefully, protect future missions and life on other worlds. So, the time has come to see your mission across the Rainbow Bridge. How exactly do you say goodbye? Let's discuss.    Support our shows through https://Patreon.com/AstronomyCast   We've added a new way to donate to 365 Days of Astronomy to support editing, hosting, and production costs.  Just visit: https://www.patreon.com/365DaysOfAstronomy and donate as much as you can! Share the podcast with your friends and send the Patreon link to them too!  Every bit helps! Thank you! ------------------------------------ Do go visit http://www.redbubble.com/people/CosmoQuestX/shop for cool Astronomy Cast and CosmoQuest t-shirts, coffee mugs and other awesomeness! http://cosmoquest.org/Donate This show is made possible through your donations.  Thank you! (Haven't donated? It's not too late! Just click!) ------------------------------------ The 365 Days of Astronomy Podcast is produced by the Planetary Science Institute. http://www.psi.edu Visit us on the web at 365DaysOfAstronomy.org or email us at info@365DaysOfAstronomy.org.

End-of-Life Planning for Your Spacecraft! Streamed live October 1, 2025. Your spacecraft has reached the end of its mission. You've done everything you can to keep it operational, but now it's time to say goodbye. How do space agencies deal with spacecraft to shut them down gracefully, protect future missions and life on other worlds. So, the time has come to see your mission across the Rainbow Bridge. How exactly do you say goodbye? Let's discuss. 

It's go time. We kick off this week with a Full Moon in Aries, and Mars — the planet of action, drive, and energy — is finally strong again. This is the moment to move forward, take action, and actually feel like you've got the fuel to do it. This week is all about cultivating trust in your timing, acting with courage, and staying aligned with the bigger plan. If you're ready to stop guessing and actually use astrology to plan your life, join my 6-Hour Personal Forecasting Masterclass where we'll cover unprecedented astrology, how to decode your chart, the core timing techniques, trusting transits, and your 5-year forecast - so you can stay focused, confident, and aligned with your natal promise.  Get the Life Planning with Astrology Course & Join us LIVE on October 26th: https://www.camwhiteastro.com/offers/VHoL8F7z/checkout Get the Monthly Game Plan, Rising Sign Horoscopes & Courses: https://www.camwhiteastro.com/memberships . 00:00 intro 03:12 monday 08:40 tuesday 12:59 wednesday 18:45 thursday 20:13 friday 20:58 saturday 23:53 sunday 26:56 next week  

SHOW NOTESIn this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of “elegant simplicity,” the importance of knowing your goals, and making decisions that actually work for you. Plus, hear inspiring stories from club members to help you rock your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) The ultimate goal in building a retirement plan of record is elegant simplicityCHAT WITH CARL RICHARDS(02:00) Roger introduces Carl Richards.(03:50) Carl started sketching to help explain complex financial concepts.(07:33) Roger asks Carl about his new book coming out in October.(11:00) Roger and Carl talk about the differences between simplistic and elegant simplicity in retirement planning.(17:55) How do you decide when you have enough information to make a decision?(22:19) There are many different types of decisions that need to be made- Decisions where you need a lot of research versus decisions where you already have all of the information.(26:58) Writing makes decisions tangible versus rehashing them in your brain(28:19) Carl talks about mimetic desire and figuring out what it is that you really want.(39:45) Carl says he loves the idea of experiment design.(41:40) Carl talks about living a life of meaning.(46:50) There is a deep source of identity and purpose that comes from work. When you remove that, what do you replace it with?(52:58) Carl talks about competing values.(55:00) Roger talks about the Retirement Life Lab in the Rock Retirement ClubSMART SPRINT(56:43) In the next seven days, review your retirement plan and look for ways to simplify it so it's easier to manage.CONCLUSION(57:37) Roger says that what stuck out to him from the conversation is how difficult it can be to truly know what we want and how easy it is to just grab someone else's goals, when what we really need is to slow down and take the time to define our own so we don't end up living a life that doesn't fit us.REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer ManBehaviorGap.com- Carl RichardsFOLLOW US ON SOCIALS!Follow Us on Facebook!Follow Us on Instagram

Yes!  You are in!  Thank you for sharing when worthy.  We'll see how this one stacks up.  Did you know you are a surfer?  Ok, maybe you've never touched the ocean.  You are absolutely surfing waves called life.  Some waves can be thrills of a lifetime.  Some waves can wreck you, destroy relationships and even you.  Here you go...Thank you Pastor Rick Warren, Daily Hope and Saddleback Church.  I start off almost every day with Daily Hope.  How about you?  Do you start your day with something uplifting and strengthening or the news or Fakebook or Instabrag?When I have my A game.  I start the day in the Word, prayer and iron sharpens iron listens.  Oh, to hear more on that one, please click below...https://www.pastorrick.com/current-teaching/series/a-toolbox-for-life-2025?view=learning-to-be-both-fast-and-slow---part-1So I do call SoCal home.  I do surf.  And that's when the vision came to me.  To catch waves you need intention.  You need to train.  You best take some lessons.  Better yet, you go with a pack so you can keep an eye on each other.  When it comes to Life Planning, that's how GCrossSurf was born.  My wife still thinks we should rebrand and maybe we do.  What was fun to learn that Pastor Rick and team also use waves for teaching.  I love affirmations.  I had no idea.  First time I ever heard him mention waves.  And I pretty much listen to him 5 out of 7 days per week.  Anyway, smarty pants out there will say you can create waves behind a wakesurf boat or wave pool.  Yet that isn't what Pastor Rick was teaching on.  In life, you hop into the ocean called this broken planet.   And you have to ride with what God gifts you and also what this broken planet will serve up.  If we could all just create our own destinies then we would all be Michael Jordans or Lebron James or Taylor Swifts or Lord knows what.  The woman at the well had waves of failed relationships.  Check John 4.  Joseph's brothers threw him into a pit to die.  Genesis 37.  Daniel was enslaved by Babylonia.  Check the book of Daniel.  Moses thought he was leading his people out of slavery in Egypt and ended up enslaving themselves in the desert. Check Exodus.  And we can go on and on.  Some fair, some deserved, some definitely not deserved, all crappy waves that eventually turn into beautiful surf of life...for those that love and seek Him.  Rom 8:28Odds are you are in crappy surf right now.  Maybe you are in the best surf of your life.  Ok, enjoy it while it lasts.  Give God thanks.  Yet for those in crappier surf, learning to be content (not happy) content (big difference) shows your might faith and strength.  Knowing that Rom 8:28 waves are going to pay...someday is mighty Faith.So if so inspired, hit us up at FriDudes.com and we'll give you a free GCrossSurf workbook.  Planning and riding the most important waves of life.  If you are tech savvy, we'll even give you early access to the beta web app.  For it needs some lovin and shapin.  Ending on a prayer note...  

SHOW NOTESIn this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid unexpected penalties and interest on your IRA distributions and Roth conversions. We also share an inspiring retirement success story from Lottie, reminding us of the importance of clarity and simplicity in planning. Tune in for practical advice that will help you rock your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Today Erin Coe joins Roger to talk through penalties and interest during retirement, what those things are.ROCKIN' RETIREMENT IN THE WILD(01:30) Lottie says she got caught up in ideas about the perfect retirement and it was getting in her way.PRACTICAL PLANNING SEGMENT WITH ERIN COE(03:31) Today we're going to talk about penalties and interest when it comes to taxes.(04:52) Erin explains the difference between a tax penalty and interest.(11:14) Roger asked Erin how to calculate an estimated quarterly tax if not doing safe harbor?(13:55) Erin shares her tips on tax returns.(16:08) Being prepared is always better than being taken by surprise when it comes to taxes.LISTENER QUESTIONS(16:40) Roger makes a correction on a past statement.(17:25) Jeff asks a question about the pie-cake explainer video.(20:30) Dave asks a question about helping his elderly mother with her finances.(26:11) Robert asks about getting two mortgages near retirement.SMART SPRINT(32:15) Over the next seven days, download the 1040 form and review how it applies to your retirement income. Decide whether you'll handle taxes through estimated payments, safe harbor payments, or automatic withholdings from distributions.REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer ManIRS.gov FormsFOLLOW US ON SOCIALS!Follow Us on Facebook!Follow Us on Instagram

George Kinder is an author, international thought leader, and founder of Kinder Institute of Life Planning with more than 35 years of experience as a financial planner and tax advisor. George is dedicated to guiding individuals in uncovering their deepest values and leading more fulfilling lives. His ultimate aim is to promote greater freedom in every aspect of existence. In this conversation we discuss:  The importance of living in the present moment and mastering one's life. George's three questions to help identify goals and priorities and how the answer to the "having 24 hrs left" question helps you realize what you've missed in life.  The balance between short-term pleasure and long-term financial planning.  How to find a trust-worthy financial planner who will help with your life plan George's approach to parenting is being a good listener & showing empathy, rather than being overly restrictive or reactive + more! Watch this episode on YouTube below or by clicking here. Other Links Mentioned in episode: Get George's book, The Three Domains of Freedom Apply to Share Your Journeyer Story, here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here!  Get your copy of my book: Your Journey To Financial Freedom Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with George: Website: https://KinderInstitute.com Website: https://www.GeorgeKinder.com Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide  

George Kinder's latest book, The Three Domains of Freedom, draws on the work of his lifetime, empowering readers to experience profound freedoms and aspires to change civilization. Drawing on his expertise in mindfulness and financial life planning, he offers a transformative guide to living authentically, discovering one's purpose, and contributing to creating a humane and just society. The book lays the foundation for a new social contract between consumers and institutions. Kinder says, "It's time we established civilization as a fiduciary culture. I'm pitching a particular fiduciary legislative proposal that takes the essence of ESG and expands to include the planet, humanity, democracy, and the truth, and argues that it should be written into law, not just voluntary." Kinder aims to bring trustworthiness to every large institution, whether a corporation, government, or nonprofit, by ensuring they prioritize the truth, democracy, the planet, and humanity over their self-interest. In this episode, you'll discover how to: Experience the present moment through simple mindfulness practices and their connection to your freedom. Design and deliver a clear vision of a profound and meaningful life using life planning techniques. Appreciate and celebrate the gifts of civilization so that you are in a position to address its challenges best. Get involved with the FIAT movement to advocate for fiduciary standards across all institutions. About George Kinder:  Author and international thought leader, George Kinder is known in the financial industry as the Father of Life Planning. George authored three books on money as he revolutionized client-centered financial advice through experiential training courses for thousands of advisors from over 30 countries. A mindfulness teacher for 35 years, Kinder has led weekly meditation classes and residential retreats around the world. Kinder is a published poet and photographer. His recent books focus on civilization, understanding civilization as both human evolution and the evolution of environments of freedom. His passion is to foster the very best of humanity. Get in touch with George Kinder: Buy George's book: https://revolutionizeretirement.com/domains    Visit George's website: https://www.georgekinder.com/  Reflections on Spectacle Pond series: https://www.georgekinder.com/subscribe-reflections-on-spectacle-pond  Subscribe to George's Substack publication: https://georgekinder.substack.com/ What to do next: Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition Please leave a review at Apple Podcasts. Join our Revolutionize Your Retirement group on Facebook.

What does it truly mean to care for aging parents while preserving their dignity, independence, and joy? This conversation explores the emotional and practical realities of caregiving, from the strain of daily responsibilities to the deep rewards of being present and actively listening. Through personal stories, the speakers highlight the need for open communication about end-of-life planning, the emotional weight of anticipatory grief, and the delicate balance between prolonging life and ensuring its quality. They emphasize shifting expectations, finding joy in shared moments, and cherishing family gatherings as a way to strengthen bonds and create lasting memories—reminding us that, in the end, family connections are what matter most.Feeling stuck? If you need help getting out of your rut, Will can help - head to willnotfear.com to learn more about his coaching to get you off the hamster wheel. More from MTM at: https://mentalkingmindfulness.com/ Timestamps:00:00 - Introduction02:46 - Navigating the Challenges of Aging Parents05:58 - Being Present and Actively Listening 08:54 - Shifting Perspectives on Aging11:32 - Finding Joy in Shared Moments14:53 - The Emotional Strain of Caregiving 17:45 - Maintaining Dignity and Independence20:56 - Practical Support for Aging Parents23:55 - Conversations About End-of-Life Planning 26:39 - The Role of Communication in Caregiving29:50 - Anticipatory Grief and Emotional Challenges32:40 - Quality of Life vs. Prolonging Life35:47 - Lessons Learned from Aging Parents38:57 - The Value of Family Gatherings41:49 - Preparing for Our Own Aging44:52 - Closing Reflections and TakeawaysHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Life Planning 101's Black and White Market Minute, Aaron Kennedy and Sam Barker discuss the potential impacts of tariffs, the performance of their stock strategies, and the valuation of companies in the current market. They also explore the implications of allowing Bitcoin in 401(k)s and the democratization of alternative investments.

In this episode, Roger Whitney welcomes Michael Easter, New York Times bestselling author of 'The Comfort Crisis' and 'Scarcity Brain.' They delve into the concept of overcoming frugality and the evolutionary mismatches that affect our resource management in retirement. Discover how short-term discomfort can lead to long-term growth, the importance of taking the stairs in life, and the psychological implications of our modern abundance. Tune in for insights that can help you not just survive retirement, but thrive in it!*Episode originally aired March 27, 2024OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN[01:04] Today we have Michael Easter, author of Scarcity Brain, on the show.PRACTICAL PLANNING SEGMENT WITH MICHAEL EASTER[02:20] Roger introduces Michael Easter to the show[03:14] The Comfort Crisis falls into the Energy Pillar- building energy so you can show up for your life.[04:30] Roger asks Michael what his objective was in exploring the Comfort Crisis[09:40] Why is it a bad thing to be comfortable?[12:40] How do we start being more uncomfortable?[16:11] The Scarcity Brain falls into the Vision Pillar.[18:00] Why do we have a constant feeling that we don't have enough?[25:25] Quantifying goals is not always the best thing to do.[29:01] Michael defines what the scarcity loop is.TODAY'S SMART SPRINT SEGMENT[33:21] In the next seven days, take the stairs! Do something that most people don't do.RESOURCESBOOK - The Comfort Crisis by Michael EasterBOOK - Scarcity Brain by Michael EasterStutzRock Retirement ClubFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

THE GOOD DEATH VIRTUAL BOOK TOUR: Suzanne B. O'Brien RN in Conversation with Reena Lazar. Imagine finding unexpected peace in facing mortality—and letting that awareness transform the way you live right now. In this episode, Reena shares her remarkable journey from surviving a life-changing car accident at sixteen to becoming a pioneer in end-of-life education and co-founding Willow with Michelle Pante, a groundbreaking platform reshaping how we talk about and prepare for death. Together, they champion a pay-what-you-feel approach to workshops that empower people to plan ahead, downsize, and leave behind a final legacy of love and ease for those they cherish. Reena's experiences, including her eye-opening peace work in Israel and Palestine, reveal how compassion, courage, and community can help us dismantle fear and embrace life with radical gratitude. This conversation invites you to discover how facing death can awaken you to what really matters—connection, forgiveness, and living with purpose before your time is up.   (00:02) Exploring End-of-Life Education and Awareness (08:49) Navigating End-of-Life Planning and Downsizing (19:49) Fostering Compassion Through Connection (27:17) Embracing Life Through End-of-Life Work    Register to join us for FREE: THE GOOD DEATH BOOK CLUB EXPERIENCE: 12 MONTH FREE DEATH AND DYING COURSE  Or visit our website here!  GET THE GOOD DEATH BOOK Here     Meet our guest: Reena Lazar Owner and Managing Director, Willow EOL Education & Planning Website: www.willoweol.com LinkedIn: Willow End of Life Education and Planning Facebook Group: willoweol Instagram: @willoweol YouTube: WillowEoL    Please Share! Know someone who is a caregiver, healthcare worker, or spiritual seeker? Share this episode and invite them to join this sacred and supportive experience.    Listen & Subscribe: Available on Apple Podcasts • Spotify • Google Podcasts • YouTube       JOIN MY FREE TRAINING AND MEMBERSHIP SITE   This is a community-supported group hosted by Suzanne B. O'Brien RN, founder of the International Doulagivers Institute for training those who want to be professional End of Life Doulas, Doulagiver Practitioners and for anyone wanting more EOL education Join Here: 4491664174178077   ⚑ SUBSCRIBE TO MY CHANNEL ⚑ If you want to do great things you need to have a great environment. Create the life you want by surrounding yourself with positivity and watching daily.  Click here to subscribe!   ツ  CONNECT WITH ME  ツ Leave a comment on this video and it'll get a response. Or you can connect with me on different social platforms too: Instagram Facebook TikTok Website Podcast     #deathdoula #deathdoultraining #dyingwell #death #life #deatheducation #doulagivers #hospice #hospicecare #hospicenurse #deathdoula #soulmidwife #deathmidwife #endoflifeplanning #healthcareproxy #funerals #fearofdeath #endoflifedoula #thegooddeath #hospice #grief #deathawareness #birth #endoflife #deathpositivity #consciousdying #dying #advanceplanning #deathpositive #gooddeath #consciousliving #endoflifedirective #palliativecare #advancedirective #livefully #suzannebobrien. #lifecafe #consciousness #awarenes

In this enlightening episode, we tackle the often overlooked mental shift required in retirement: transitioning from a saver to a spender. Join us as we revisit a compelling conversation with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisory Services. We'll explore the psychological barriers many face in letting go of frugality and how to embrace the resources they've accumulated to enhance their lives. Discover practical strategies to gain confidence in spending, overcome the fear of uncertainty, and ultimately, live a fulfilling retirement without the regret of dying with too much money. Tune in for insights that could transform your approach to retirement!*This episode originally aired March 20, 2024OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN[00:30] Overcoming frugality is a major crisis for many in retirementINTERVIEW WITH DAN CROSBY[01:19] Roger introduces Daniel Crosby.[02:50] How do we overcome frugality?[04:30] There are a lot of behavioral things that change when you leave full-time work.[09:45] How to gain confidence in the midst of uncertainty.[17:22] People are wired to avoid regret.[18:01] What are some basic things people can do to overcome frugality?[22:16] You can't undo 40 years of programming in 4 minutes- experiment with behavior and small commitments.TODAY'S SMART SPRINT SEGMENT[25:15] In the next seven days, I challenge you to examine your retirement plan and ask yourself- is there something else I should add that's important to my life?RESOURCESBOOK - The Soul of Wealth by Dan CrosbyBOOK - The Top 5 Regrets of the Dying by Bronnie WareBOOK - Die with Nothing by Bill PerkinsRock Retirement ClubFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANA MINI CASE STUDY[01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.[09:30] Roger asks Brad what led them to explore 55+ communities.[11:35] Brad explains how The Villages community is organized.[19:14] Roger asks Brad what advice he would give to someone exploring places to retire.TODAY'S SMART SPRINT SEGMENT[22:09] In the next seven days, think about where you are going to live in retirement.RESOURCESThe Villages CommunityRock Retirement ClubFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

All of July we will be replaying some of our popular past episodes. In this episode, we engage with retirement planning expert Michael Kitces as we explore the evolving landscape of retirement planning. Discover the importance of flexibility in retirement spending and how to select the right retirement planner for your needs. We also discuss the implications of dying with too much money and the critical questions you should ask when interviewing potential advisors. Tune in for insights that will empower you to not just survive, but truly rock your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(0:00) The key to finding a retirement planner is to find someone that puts YOU and not your money in the center of everything.(00:45) Today we have a replay of last year's interview with Michael Kitces.INTERVIEW WITH MICHAEL KITCES(02:11) Roger introduces Michael Kitces and chats about flexibility.(13:30) Michael says as a professional, he does not want to have a client fail on his watch.(19:21) Roger says the quote that comes to mind when he thinks about retirement planning is: “You're never going to be exonerated from uncertainty, pain, or the need to do work” Stutz(24:00) Most people understand that change is to be expected.(29:05) Michael talks about risk tolerance.(32:55) Michael reflects on the question “How do we help clients actually make better decisions?”(33:51) Tips on how to choose a retirement planner.SMART SPRINT (45:55) In the next seven days, evaluate the quality of your process for making decisions in retirement.RESOURCESBOOK - Die with Zero by Bill PerkinsBOOK - It's Not Complicated by Rick NasonKitces.comBOOK - Rock Retirement  by Roger WhitneyRoger's Retirement Learning CenterFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

All July long, we're featuring a special replay series of standout episodes—and this week is no exception.Join us for a special episode as we welcome Christine Benz to discuss her book, "How to Retire." In a captivating conversation in the Rock Retirement Club, we dive into topics like long-term care, the 4% rule, investing strategies, and simplification. Featuring insights from Fritz Gilbert, a member of the club and contributor to Christine's book, this episode offers a holistic view of retirement planning. Discover how to balance financial and non-financial aspects for a fulfilling retirement journey.*Episode Originally Aired December 4, 2024*OUTLINE OF THIS EPISODE OF RETIREMENT ANSWER MAN(00:55) We are going to play some past impactful episodes for the whole month of July INTERVIEW WITH CHRISTINE BENZ(01:28) Today we start off the month with a replay of our interview with Christine Benz.(03:17) Roger asks about the goal for the readers of this book.(04:48) Christine: The goal was to cover retirement in a really holistic way and include as much non-financial as financial information on retirement planning.(06:10) Roger thinks the interview style of the book helped make it more approachable.(08:13) Roger asks Christine about any big, unexpected insights that came up when she was writing her book.(11:12) Fritz Gilbert says I give Christine serious kudos for the approach she took and the amount of homework she did.(12:35) Christine tells Fritz that she loves his methodical approach to dealing with the years leading up to retirement.(14:16) Marla asks Christine if she would change anything if she was writing this book today to accommodate the 2024 election results and also asks about managing portfolios on Morningstar.(18:15) Roger says when it comes to portfolio construction, it's easy to overcomplicate things(21:14) Larry asks Christine what challenges her or confounds her most about her own retirement planning.(23:35) Larry asks “Are you concerned that we may not find people to provide long term care?”(31:08) Kevin Lyles asks Christine about asset allocation in retirement.(37:55) Laura asks: When talking about high quality bond portfolios, do bond funds work?(42:00) Roger asks about indexes and broad diversification. (44:37) Roger says someone had a comment related to some of the research on small cap value and asks Christine her view on having a more diversified small cap value tilt?(48:19) Eric asks “what is the argument for using TIPS (Treasury Inflation-Protected Securities)  for retirees?” (51:28) Roger asks Fritz if he has been simplifying his portfolio or working more on optimization since retiring in 2018.(53:52) Roger says the optimization part of retirement sometimes dominates the conversation.(54:44) Roger asks Christine: Have you found in your own life a balance between making sure you don't get too complicated in investments?(57:55) Brianna asks Christine what question she has been reflecting on after the 20 interviews?(58:45) Christine she's been thinking more about whether the concept of retirement is flawed.BONUS(01:01:26) Roger reads an excerpt from his grandfather's WWII journalResources Mentioned In This EpisodeWade PfauMorningstar The Retirement Manifest- Fritz GilbertDaughterhood.orgChristine BenzSix Shot SaturdayBOOKSHow to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement - Christine BenzBeing Mortal: Medicine and What Matters in the End - Atul GawandeKeys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years - Fritz GilbertRock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future - Roger Whitney

What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes.  Together, they explore how to create meaningful conversations and a values-aligned financial life. Carolyn discusses: How her husband's career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of “no mean people” Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Carolyn McClanahan:  LinkedIn: Carolyn McClanahan X (Twitter): Carolyn McClanahan Facebook: Carolyn McClanahan Website: Life Planning Partners About our Guest: Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.