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Are financial headlines making you anxious about retirement? Michigan’s Retirement Coach, Mike Douglas, reveals how to cut through market noise and build a plan that brings confidence and clarity. From Fed rate drama to tax surprises, discover real stories and strategies for protecting income, managing risk, and minimizing taxes. Learn why a personalized retirement plan beats generic advice—and how intentional planning can lead to a truly tax-efficient future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.
Kelley discusses the importance of early retirement planning, the significant wealth transfer expected from baby boomers, and effective tax strategies for retirement. The conversation emphasizes the need for proactive financial planning to prepare for unexpected life changes and the importance of educating heirs about managing inherited wealth. Listener questions cover various topics, including tax implications of selling a business and strategies for improving annuity performance. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the often surprising transition into retirement, emphasizing the importance of planning and establishing a routine. He highlights the emotional and psychological adjustments retirees face, the significant healthcare costs they may encounter, and the necessity of planning for long-term care. The conversation also covers the importance of financial flexibility in retirement planning, creating a guaranteed income plan, and addressing listener questions about IRA withdrawals and inflation. Marty provides insights into how retirees can navigate these challenges and ensure a comfortable retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Expert tips for mitigating market risk. Why the timing of avian influenza's return could make it worse. A garlic farm in South Dakota. Minnesota cereal company cares for people and the planet.
In this week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder and chief investment officer of AQR Capital Management. AQR is a global investment management firm known for quantitative investing, an approach that builds strategies based on data and research. Asness discusses one of the market's biggest trends: the explosion in popular ETFs designed to protect investors from downturns. But do they actually work? Later, Asness shares why he thinks trading on Robinhood can feel more like betting on FanDuel, why the stock market has become less rational due to social media, and whether Palantir and Tesla are on the meme stock spectrum. Then, he weighs in on companies reporting earnings every six months, market froth and the bind facing the Federal Reserve. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading [NOTE: URLS Should end with - ?mod=WSJ_TOTWPOD ] Funds Promising Shelter From Wild Swings Are Booming. But Do They Deliver? Traders Are Snapping Up Bullish Bets on Tesla In This Frothy Market, It's Boom Times for Brokers Like Robinhood A New Generation of ‘Buy the Dip' Investors Is Propping Up the Market For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distributions (RMDs), and common mistakes to avoid. She also delves into the complexities of annuities, providing insights into their various types and how they can fit into a retirement strategy. Listener questions highlight the need for effective tax strategies and the importance of having a comprehensive financial plan. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty explores retirement planning fundamentals, including income replacement strategies, tax considerations, and the significance of planning for longevity. The conversation also addresses emotional investing, withdrawal strategies for retirement savings, and the implications of inherited IRAs. Finally, the role of annuities in retirement planning is discussed, emphasizing the need for safety and security in investment strategies. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Is your retirement plan built to weather market storms and rising costs? In this episode, Kevin Madden reveals how everyday retirees can learn from Warren Buffett’s risk strategies, boost monthly income, and avoid common tax pitfalls. Discover real-life stories, smart budgeting tips, and why a lifetime tax plan matters more than a one-year refund. Whether you’re worried about streaming bills or interest rates, this show helps you rethink your financial roadmap for lasting peace of mind. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
Are you saving for retirement but afraid to spend when the time comes? Discover why sticking to a plan beats chasing headlines, how retirees can enjoy their savings without fear, and the secrets stealthy millionaires use to build wealth quietly. Abe Ashton breaks down spending strategies, market risks, and practical tips for living your best retirement. 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.
Kelley discusses essential strategies for a successful retirement, debunks common myths, and addresses the unique challenges faced by couples who retire at different times. She emphasizes the importance of planning, budgeting, and understanding the implications of Social Security, taxes, and healthcare in retirement. The episode also features listener questions, providing expert insights on various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty Nevel delves into the complexities of financial planning for second marriages and retirement. He emphasizes the importance of understanding social security benefits, Medicare implications, and strategies for managing 401(k) accounts. The discussion also touches on unconventional retirement lifestyles, highlighting how people are approaching retirement in unique ways. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty Neville discusses the evolving landscape of retirement planning, particularly focusing on Generation X as they prepare for retirement. He emphasizes the importance of having a comprehensive plan that includes health care costs, income strategies, and the transition from accumulation to de-accumulation. The discussion also touches on the significance of timing in retirement, the necessity of a spending plan, and the need to keep money working for you even after retirement. Marty addresses common concerns about Social Security and the importance of staying active and engaged in retirement life. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Kelley Slaught discusses the importance of giving while living, exploring how retirees can share their wealth joyfully and strategically. The conversation transitions into the bucket strategy for income generation, emphasizing the need for a diversified approach to retirement planning. Kelley also revisits the 4% rule for retirement withdrawals, questioning its relevance in today's financial landscape. The episode concludes with listener questions, addressing various financial strategies and tax-saving opportunities. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Kelley discusses essential strategies for retirees to manage their tax burdens, navigate market corrections, and make informed decisions for a smooth retirement. The conversation covers the importance of understanding tax implications, the benefits of Roth conversions, and the significance of passive income streams. Kelley also addresses common listener questions regarding retirement income and investment portfolios, emphasizing the need for personalized financial planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the evolution of retirement planning from the 1990s to today, emphasizing the importance of adapting strategies to current economic realities. He highlights the longevity of retirement, the relevance of the 4% rule, the impact of inflation, and the role of annuities in providing guaranteed income. Additionally, he addresses tax strategies, legacy planning, and the differences between Roth and traditional IRAs, ultimately advocating for a comprehensive and customized approach to retirement planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Morgan Stanley CIO Jim Caron explains how Trump's tariff-funded fiscal policy could impact market volatility, sector trends, and investor portfolios. Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts
Kelley talks about the importance of reviewing old annuities in light of current market conditions, strategies for a successful retirement, and how to manage income and spending effectively. She emphasizes the significance of debt management, estate planning, and healthcare considerations in retirement. Kelley also provides insights on creating a realistic budget and explores various income strategies to ensure financial stability. Listener questions are addressed, covering topics such as real estate investments and tax strategies. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
In this conversation, Marty discusses the current landscape of annuities and interest rates, emphasizing the importance of understanding modern annuity features and their tax implications. He highlights strategies for managing retirement income, including the significance of required minimum distributions (RMDs) and the potential tax bomb they can create. The discussion also covers the benefits of Roth conversions, legacy planning for special needs dependents, and the necessity of a comprehensive retirement plan that addresses healthcare costs and inflation. Throughout, Marty encourages regular reviews of retirement strategies to adapt to changing financial needs and goals. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
On this episode: How much should we follow the investment moves of people like warren Buffett? New data on what people need and spend in retirement. A retirement lesson from George Carlin. 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.
Kelley talks about essential strategies for growing your nest egg wisely, busting common retirement myths, and the importance of estate planning. She emphasizes the need for proactive financial management, including maximizing retirement account contributions, understanding tax implications, and preparing for the future through effective estate planning. The episode also features listener questions, providing practical advice on various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty talks about the critical aspects of retirement planning, emphasizing the difference between thinking one has a retirement plan and actually having a comprehensive, written plan. He addresses common misconceptions about retirement, including the belief that Medicare covers all health care costs and the dangers of procrastination in planning. The discussion also covers the importance of estate planning, various income sources for retirement, tax strategies, and the benefits of health savings accounts. Marty highlights the role of annuities in retirement and provides insights into navigating estate planning for blended families. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving sustainable development. Tune in to gain valuable insights on the challenges and opportunities that lie ahead, as well as the leadership strategies that can guide us through an ever-changing world. Chapters: 0:00 Introduction and Overview 2:31 Current Trends in Global Energy 10:16 Geopolitical Influences on Energy Markets 20:46 Innovation and Sustainability 30:01 Leadership in Times of Change 40:31 Looking to the Future 50:01 Q&A Session 55:01 Closing Remarks Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Subscribe (YouTube): https://www.youtube.com/@spglobalproud/podcasts Watch on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders
Kelley covers strategies that can build an income component in your retirement that can mimic your paycheck. She talks about calculating your retirement expenses, assessing your savings, developing a withdrawal strategy, and exploring additional income sources. She also warns of retirement mistakes some boomers and older members of Generation X could be making. Kelley also covers real estate strategies in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies. He addresses common concerns such as mortgage management, determining retirement income needs, the implications of downsizing, and the impact of inflation on retirement savings. The conversation also covers healthcare costs, housing choices, and the balance between supporting grandchildren and ensuring personal financial security. Listener questions provide further insights into managing retirement funds and legacy planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Kelley discusses the unique mindset and strategies of the wealthy when it comes to retirement planning. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. The conversation also covers common financial mistakes to avoid, such as trying to beat the market and keeping too much money in cash. Additionally, Kelley answers key retirement planning questions and addresses listener inquiries, providing valuable insights into effective wealth management and investment strategies. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty covers the essential aspects of retirement planning, focusing on income needs, healthcare, long-term care, and common missteps to avoid. He emphasizes the importance of personalized planning and preparation to ensure financial security in retirement. The conversation also addresses the gap between optimism and preparedness, the significance of diversifying income streams, and the necessity of having a long-term care plan. Listener questions are answered, providing insights into specific retirement concerns. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Why do so many people hate annuities—even when they solve the very problem retirees fear most? In this episode, the team at Better Way Financial breaks down the myths, fees, and facts around annuities. They explain why some annuities get a bad rap, how to spot the good from the bad, and when they can be a smart alternative to bonds. Plus, a real-life case study shows how one couple turned a potential shortfall into a secure income stream. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today's most pressing topics:
In this episode, Jay speaks with Maria Filmanovic, Co-Founder and Director of Abatable, to explore how risk, transparency, and trust are helping reshape the voluntary carbon market. They dive into why carbon market integrity must go beyond quality, and how a more rigorous approach to risk is key to scaling credible climate finance.Maria explains how Abatable is helping organizations navigate carbon procurement with better data, stronger due diligence, and tools like the VCM Investment Attractiveness Index. She also shares insights into how political, operational, and methodological risks shape project viability, and what it takes to build investor confidence in a complex and fast-evolving landscape.Tune in to learn why risk is the missing piece in many climate finance conversations, and how Abatable is working to turn carbon markets into engines of real, lasting impact.--About:Untangling Climate Finance explores the dynamic field of climate change finance through conversations with industry experts about topics including climate solutions, global carbon markets, carbon projects, novel technologies such as AI and distributed ledger, and much more.If you have any questions, comments, a future guest recommendation, or are interested in joining Jay for an episode, please shoot him a message at: jtipton@gordianknotstrategies.comCredits:The podcast is produced by Gordian Knot Strategies.It is written, narrated, and edited by Jay Tipton.Music is by Diamond_Tunes.
Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats
In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today's most pressing topics:
“It's absolutely amazing to be honest.” Zed Francis looks at realized volatility over the past few months. “Risks used to be centered in a handful of institutions that reacted in a very similar fashion, ie banks…now risk is spread around,” which can mute market reactions. He also discusses hard economic data vs soft data and what they're telling markets. He thinks tariffs will have “benign” effects on megacaps this quarter.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What if your retirement income never ran out—no matter how long you live? In this episode, Brandon Bowen breaks down how to build a retirement paycheck using Social Security, annuities, and flexible withdrawal strategies. He explains how to replace bonds with guaranteed income, when annuities make sense (and when they don’t), and how to protect your portfolio from market downturns. With real-life stories and a cookie cake analogy you won’t forget, Brandon shows how to retire with confidence, clarity, and control. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing
The big divergences between markets and their moving averages typically resolve themselves to the downside. There is now risk down to about 6,000 on the S&P, which would bring us back to the breakout prior to the all-time high. A correction would help reset the market's over bought condition. Volatility is down; that's a function of options trading, and no one seems to want to hedge portfolios against a downsized market. There is no risk control in portfolios presently because investors would rather chase the upside in markets. That's always a danger. A correction could come at any time. All the ingredients are in place, just waiting for a catalyst to get buyers out of the market and bring sellers back in. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing
More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing
Stocks are still in a technical breakdown, approaching a test of the 20 Day daily moving average (DMA)Portfolio manager Lance Roberts thinks the S&P could easily drop another 100 points or more until it hits support.Once it does, he thinks that will be a good time to add capital back into quality stocks that have sold off a bit.So in the near term, keep your powder dry -- but be ready to act once that moment arrives.Lance and I discuss this coming oppportunity, as well as AI, energy, Tesla, why the Fed is 'too late' in its policy response yet again, as well as Lance's firm's latest trades in this week's Market Recap.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #tesla #artificialintelligence _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
What if your biggest retirement expense isn’t healthcare—but taxes? In this episode of Empower Your Retirement, Frank and Frankie Guida of A Better Way Financial explore how guaranteed income strategies, tax planning, and risk management can shape a more confident retirement. From real-life case studies to smart annuity options and portfolio adjustments, they break down how to align your financial plan with your lifestyle goals. Whether you're nearing retirement or just starting to plan, this episode offers practical insights to help you think differently about your future. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. 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.
Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo, Japan
“If you want to impact people, first, you need to trust them—and then give them space.” “You forget about collective decision-making in Japan—you build consensus privately, one by one.” “The best execution comes from ideas people believe are their own.” “I listen first. Then I discuss. Then I decide. But always, I listen first.” “Leadership is not about being the hero—it's about helping the team become the heroes together.” Previously for Societe Generale, Bruno was Head of Risk on Capital Market Activities and ALM, Co-Head of Market Risk, Risk Assessor on Capital Market Activities; Head of Market Risk for Natixis, Head of Market Risk on Capital Market Activities ENGIE, Head of Market Risk On Credit Derivatives Credit Agricole CIB; Head of UK Market Risk for LCL. Bruno emphasizes that trust is the foundation of leadership—both giving it and earning it. He believes in creating space for team members to voice their ideas, as people are most committed when implementing their own suggestions. When he arrived in Japan, he made it a priority to listen first. Recognizing that he was new to the local context, he relied heavily on the insights of his team, who had decades of experience. His role, as he sees it, is to synthesize their ideas into a clear strategy, advocate for it at headquarters, and ensure it gets the green light. He highlights the cultural difference in decision-making between France and Japan. In France, decisions emerge through open challenge and brainstorming. In Japan, consensus must be built privately through one-on-one discussions before any meeting. He adopted this approach, understanding that Japanese professionals are less likely to speak up in group forums but are open and candid in private. These individual conversations are time-consuming but essential for building alignment and trust. Bruno also sees leadership as deeply tied to authenticity and leading by example. His background in risk management taught him that courage—especially the courage to stand up for what's right, even against pressure—is critical. His teams observe whether he is willing to defend their ideas and protect their interests. That credibility is what earns their loyalty. He's learned that new ideas are more likely to succeed when they come from the team, not top-down. Japanese staff often hesitate to share ideas if early feedback is lukewarm, so Bruno takes care to signal encouragement and patience, giving them time and space to think creatively. When they do, the results are powerful—his team's strategic proposal was not only approved by Paris but became the only strategic initiative for Japan in the region. Bruno's approach is to listen deeply, guide gently, champion ideas effectively, and push for change when it makes sense locally. He believes culture is not something to impose, but to live consistently. By modelling respect, patience, courage, and transparency, he creates an environment where trust grows and leadership becomes a shared endeavour. He calls this collective success—not about being the hero himself, but about helping the team become successful. Unlock Your Leadership Potential: Be the Leader Everyone Wants to Follow Are you tired of watching your team struggle while you figure out leadership through trial and error? Wish you could inspire genuine commitment and achieve remarkable results? You're not alone—and there's a better way. There is a perfect solution for you- To LEARN MORE click here (https://bit.ly/43sQHxV) At Dale Carnegie Tokyo, we've helped thousands of professionals transform into confident, effective leaders who drive real results. Our proven methodology eliminates the guesswork and accelerates your leadership journey. To get your free guide “How To Stop Wasting Money On Training” click here ( https://bit.ly/4agbvLj ) To get your free “Goal Setting Blueprint 2.0” click here (https://bit.ly/43o5FVK) If you enjoy our content then head over to www.dale-carnegie.co.jp and check out our Japanese and English seminars, workshops, course information and schedules and our whitepapers, guidebooks, training videos, podcasts, blogs. About The Author Dr. Greg Story, President Dale Carnegie Tokyo Training Contact me at greg.story@dalecarnegie.com Bestselling author of “Japan Sales Mastery” (the Japanese translation is "The Eigyo" (The営業), “Japan Business Mastery” and "Japan Presentations Mastery". He has also written "How To Stop Wasting Money On Training" and the translation "Toreningu De Okane Wo Muda Ni Suru No Wa Yamemashoo" (トレーニングでお金を無駄にするのは止めましょう) and his brand new book is “Japan Leadership Mastery”. Dr. Greg Story is an international keynote speaker, an executive coach, and a thought leader in the four critical areas for business people: leadership, communication, sales and presentations. He leads the Dale Carnegie Franchise in Tokyo which traces its roots straight back to the very establishment of Dale Carnegie in Japan in 1963 by Mr. Frank Mochizuki. He publishes daily blogs on LinkedIn, Facebook and Twitter Has 6 weekly podcasts: 1. Mondays - The Leadership Japan Series, 2. Tuesdays – The Presentations Japan Series Every second Tuesday - ビジネス達人の教え 3. Wednesdays - The Sales Japan Series 4. Thursdays – The Leadership Japan Series Also every second Thursday - ビジネスプロポッドキャスト 5. Fridays - The Japan Business Mastery Show 6. Saturdays – Japan's Top Business Interviews Has 3 weekly TV shows on YouTube: 1. Mondays - The Cutting Edge Japan Business Show Also every Second Thursday - ビジネスプロTV 2. Fridays – Japan Business Mastery 3. Saturdays – Japan Top Business Interviews In the course of his career Dr. Greg Story has moved from the academic world, to consulting, investments, trade representation, international diplomacy, retail banking and people development. Growing up in Brisbane, Australia he never imagined he would have a Ph.D. in Japanese decision-making, become a 40 year veteran of Japan and run his own company in Tokyo. Since 1971, he has been a disciple of traditional Shitoryu Karate (糸東流) and is currently a 6th Dan. Bunbu Ryodo (文武両道-both pen & sword) is his mantra and he applies martial art philosophies and strategies to business.
Many of us have resigned ourselves to: You need your money to grow, so I have to be in the stock market.... Is that true? 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.
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk
The trio gang (Brian, Jeremiah, and Nic) goes into the real economic impact of tariffs, rising uncertainty, and how financial planning needs to adapt to both market volatility and emotional behavior. As headlines swirl about the administration's evolving trade strategy, the guys challenge listeners to examine their own “fortitude” for this economic shift—and whether they're reacting emotionally or strategically. Jeremiah emphasizes that personal impact matters more than GDP headlines, reminding listeners that preparation and liquidity are key to managing any downturn. Nic draws from his personal experiences to explain how unease around money often stems from deeper concerns—goals, family, and long-term plans—not just market performance. The episode also tackles estate planning with practical advice: when a will isn't enough, why trusts often make more sense, and how proper account titling and beneficiary audits can prevent probate delays. Plus, listener questions round out the hour, ranging from home buying decisions during economic uncertainty to the future of crypto and the Treasury's recent moves. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley & Jeremiah Bates ————————————————————— SPONSORS: Guild Mortgage: https://guildmortgage.com Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ Formations: https://get.formationscorp.com/real-money-pros —————————————————————
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk
On this week's episode: Is Chasing Stock Gains Worth the Stress in Retirement? The Power of Roth Conversions Annuities: The Missing Piece in Your Retirement Plan? Are Your Retirement Dreams Getting Lost in Market Noise? 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.
William Bengen created the 4% rule in the 1990s. Now, Bengen says INCREASE your exposure to stocks while you’re IN retirement. Greg disagrees…LOUDLY. 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.
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend Bambi, whom he rescued and went everywhere with me in my travels. In my business model, he works in many states but primarily the Michigan and Ohio areas, fighting for my students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend Bambi, whom he rescued and went everywhere with me in my travels. In my business model, he works in many states but primarily the Michigan and Ohio areas, fighting for my students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk
On this episode: How Wall Streets’ concerns and your concerns aren’t the same. Gold is going up, should you consider investing? More “paint by numbers” advice from the national financial media that isn’t helping. 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.
We help navigate the space of dairy market risk from understanding the basics to future implications. The first part cover dairy risk management options to important deadlines and the second part discusses what dairy market risk will look with changes in the Federal Milk Marketing Orders to the Farm Bill. Dairy Stream host, Joanna Guza, and guest, Dr. Chris Wolf, discuss the following topics: Why do we have dairy market risk tools Dairy market risk options Options for certain size dairies Recommendations for beginners in risk management Important dates and timeframes Federal Milk Marketing Orders impact on dairy market risk Potential for new risk management tools Resources Future of dairy market risk management This episode is brought to you by the Voice of Milk. About the guest Chris Wolf is the E.V. Baker Professor of Agricultural Economics and the Director of Land Grant Programs in the Dyson School of Applied Economics and Management at Cornell University. Wolf conducts research, extension and teaching focusing on dairy markets and policy, livestock disease economics, farm business management, risk management, and farm animal welfare. He has published widely in academic and industry outlets. Wolf's extension program stresses the effect of public policy on farm behavior and financial outcome, aiming to focus on issues of current and future importance to policy makers and industry decision makers. A native of Wisconsin, Wolf received his B.S. from the University of Wisconsin and his Ph.D. from the University of California-Davis. Episode recorded February 27, 2025 Compeer Financial is proud partner of Dairy Stream. Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com.
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