Podcasts about mind wealth management

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway—Implementation. This is where the planning becomes reality. After building your personalized retirement roadmap, it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this episode walks you through what happens after you say, “I'm ready.” It's not just about moving assets—it's about building a solid structure to retire confidently and comfortably.Listen in to learn about the intentional and methodical approach used at Peace of Mind Wealth Management to ensure your retirement income strategy, healthcare coverage, long term care planning, and retirement tax planning are all set up efficiently. This step-by-step retirement planning process also includes evaluating your current estate plan, understanding your Medicare and retirement options, and implementing a bucket strategy for retirement that aligns with your comfort level and goals. Discover how implementation isn't a one-time task—it's the beginning of a lasting, flexible retirement journey.In this episode, find out:· What happens when you decide to move forward with your retirement plan.· How asset transfers are managed through trusted custodians like Schwab or Fidelity.· Why implementation is paced over months to ensure thoughtful decision-making.· The key components of investment strategy for retirees, tax efficiency, and legal documentation.· How the Peace of Mind Pathway supports retiring comfortably through long-term care and Medicare strategy.Tweetable Quotes:“Implementation is not a one-and-done step—it's the launchpad for long-term retirement success.” – Radon Stancil “We take baby steps with purpose, so every element of your retirement plan gets the attention it deserves.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit: POMWealth.net/podcast

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of the Medicare Advantage Open Enrollment Period with Shawn Southard, the Medicare aficionado at Peace of Mind Wealth Management. If you've ever felt overwhelmed by the intricacies of Medicare Advantage plans, prescription drug coverage, or Medigap policies, this episode is a must-listen. Shawn breaks down the options available, clarifies the rules for switching plans, and highlights key considerations for ensuring your Medicare coverage fits your unique needs.Listen in to learn about the differences between Medicare Advantage and original Medicare, how to navigate maximum out-of-pocket costs, and what to look for when considering switching plans. Whether you're planning retirement, retiring comfortably, or just looking to secure your retirement, understanding your Medicare options is crucial for avoiding costly mistakes.In this episode, find out:· The key differences between Medicare Advantage plans and original Medicare.· How Medicare Advantage Open Enrollment works and what changes you can make.· The importance of evaluating Medicare Advantage networks and prescription drug coverage.· Potential pitfalls when switching to original Medicare and Medigap policies.· How maximum out-of-pocket costs and co-insurance impact your financial planning.Tweetable Quotes:· “Understanding your Medicare Advantage plan can mean the difference between peace of mind and unexpected financial stress.” – Radon Stancil· “Your healthcare coverage should work for you, not against you. Take the time to explore your options.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Are you considering taking that complimentary call and possibly working with us? Here at Peace of Mind, we have a well-curated system from the first meeting we have with a potential client to the actual job of managing their financial retirement plan. In this episode of the Secure Your Retirement podcast, we take you through our process and the four steps to secure your retirement. Listen in to learn how we conduct a risk assessment on your investments, plus come up with an active retirement financial plan for you. In this episode, find out: ●     Personalized introduction meeting – a no-obligation meeting checking where you are and if we're potentially a good fit. ●     The two reasons why we might think you're not a good fit for us on the first meeting. ●     Personalized planning meeting – putting your information together into a retirement focus financial plan. ●     Things that go into a risk assessment that we conduct during our second meeting. ●     The advantageous aspects of the complimentary personalized planning meeting. ●     Personalized options review – walking you through all the options as to how we can start a working relationship. ●     Personalized monitoring – an ongoing process of actively managing your money accounts and financial plan. Tweetable Quotes: ●     “We have a process/ system, you either like, or you don't like it we're comfortable with that.”- Radon Stancil ●     “If you have investments, we're going to take a look at what your investments are and essentially do a score as to how risky they are.” - Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit https://pomwealth.net/3-keys-to-secure-your-retirementlp/ (POMWealth.net/podcast.)

Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement' show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. With over 25 years of experience, Radon is an award-winning advisor who is highly sought after to work with executives, business owners, engineers, pharmaceutical professionals and more. Radon's father was 52 years old when he was born. Having an older father that was born during the great depression had a great impact on how he thinks. His father shared stories of what it was like to see a car for the first time and the privilege to have ice delivered to the house. Radon's father instilled in him a work ethic and the understanding of the value to save for the future. In this episode, Radon shares true and time tested retirement strategies. Tune in to learn how to use them yourself... _____________________________________________________   Rajeev Mudumba's Website: www.rajeevmudumba.com   Plan B Success Podcast: Available on your favorite platform including iTunes @ https://apple.co/2JCSysL?ls=1 or www.planbsuccess.live or www.planb.live   https://www.planbsuccessschool.thinkific.com - You can be a successful Entrepreneur and can do a LOT with your very own podcast. Follow Rajeev's FREE training & you'll discover How to ideate, create, launch, monetize and grow your podcast in just a couple of hours!   Rajeev's Book - My Inspiration: Quotes that shaped my self-improvement journey - Available on Amazon Worldwide on your local Amazon site or @https://amzn.to/2JG1DRL   Plan B Success YouTube Channel: http://bit.ly/2YegieF   Medium Articles: https://rajeevmudumba.medium.com   LinkedIn: https://www.linkedin.com/in/rajeevmud...   Facebook Plan B Success Page: https://www.facebook.com/planbsuccess...   Facebook My Inspiration Book Page: https://www.facebook.com/myinspiratio...   Instagram: @hifromraj1  

Client case studies are a holy grail piece of content for getting that ‘yes' from potential new customers. So shouldn't your awesome case study content be exploded into new formats and shared across more platforms? In this episode, we share how to break your case studies free from their text-only bounds and talk about how to repurpose them into exciting new formats that spread your client success stories further. Amy Woods is a content repurposing expert and the CEO and Founder of Content 10x – a specialist content repurposing agency helping tech and professional services businesses worldwide repurpose their content. Amy is a best-selling author, hosts two content marketing podcasts (The Content 10x Podcast and B2B Content Strategist), and speaks on stages all over the world about the power of content repurposing. Find out: How to repurpose text-only case studies for different platforms, including social media 6 creative ways to repurpose your client case studies Bonus tips to help your case study content go further Important Links & Mentions Case study, Peace of Mind Wealth Management: https://www.content10x.com/content-repurposing-case-study-pom/ (https://www.content10x.com/content-repurposing-case-study-pom/) Case study, TechSmith: https://www.content10x.com/case-study-techsmith/ (https://www.content10x.com/case-study-techsmith/) Why LinkedIn Carousels are Perfect for Repurposing: https://www.content10x.com/why-linkedin-carousels-are-perfect-for-repurposing/ (https://www.content10x.com/why-linkedin-carousels-are-perfect-for-repurposing/) 4 Ways to Repurpose Content into an Instagram Carousel: https://www.content10x.com/4-ways-to-repurpose-content-into-an-instagram-carousel/ (https://www.content10x.com/4-ways-to-repurpose-content-into-an-instagram-carousel/) My book: https://www.content10x.com/book (Content 10x: More Content, Less Time, Maximum Results) Join hundreds of business owners, content creators and marketers and get content repurposing tips and advice delivered straight to your inbox every week https://www.content10x.com/newsletter (https://www.content10x.com/newsletter)

Securing Peace of Mind When Money Matters Our Host, Lori La Bey will be talking with Murs Tariq.  He is a CERTIFIED FINANCIAL PLANNER™ and partner at Peace of Mind Wealth Management.  Murs focuses on working with people close to or already retired; helping them navigate not just the investment side, but also all the major decisions that come with retirement.  They are a holistic financial planning company that works in the world of investing, retirement planning, taxes, and estate planning.  We are live today so call in and ask your questions  (323) 870-4602 Contact Murs Tariq      Website     Phone 919-787-8866 Contact Lori La Bey or visit www.AlzheimersSpeaks.com Alzheimer's Speaks Radio - Shifting dementia care from crisis to comfort around the world one episode at a time by raising all voices and delivering sounds news, not just sound bites since 2011.

Life keeps us so busy that we barely have time to worry or think about our retirement. But, as it is inevitable, start thinking about it is probably a good idea. To our guest, Murs Tariq, the sooner we start thinking about a retirement plan, the better, but it is never too late to come up with one. From a financial standpoint, Murs believes that having an exciting and comfortable retirement is not about how much money we earn during our active life. It is about how much money we saved and what our habits are when it comes to spending. Murs Tariq is a Certified Financial Planner, Author, Podcast Host, and Partner of Peace of Mind Wealth Management. He is a first-generation American; Murs and his family came from Pakistan to live the American dream. Throughout his upbringing, the family experienced some tough moments, where there was a lot of thought on every dollar spent. Eventually, Murs' family behavior around money paid its dividends in the long term, and he had a very comfortable childhood. Still, that part of his life would influence his relationship with money and set his career path. In this episode, our conversation revolves around the importance of having a well-thought retirement plan. Murs shared details of his childhood and why he decided to work with retirement plans being so young. He also described the differences between the two types of Certified Financial Planners, the kind of work they do at Peace of Mind, and their ideal clients. We also talk about how we can deal with the things we can't anticipate, what type of retirement plan he advises for those who will keep working after retirement age, and more. Some Questions I Ask:What is a Certified Financial Planner, and what do you bring to the table to help people secure their retirement? (3:26)When should a person start thinking about what they're doing with their money? Perhaps seeking help from a finances specialist (12:08)I know several other professionals who enjoy what they do, and they're keeping on working. Does that mean they can save less than somebody planning on retiring? (21:35)In This Episode, You Will Learn:Murs talks about the two types of Certified Financial Planners and what they offer to the client (7:48)About why Murs decided to go through the Financial Planning path (9:27)Although never is too late, the sooner we create a financial retirement plan, the better (11:13)What are the pitfalls all of us should avoid when thinking of our retirement plan (23:57)Resources:Peace of Mind Wealth Management websitePeace of Mind Wealth Management YouTubePeace of Mind Wealth Management InstagramPeace of Mind Wealth Management FacebookBook: Murs Tariq, Radon Stancil - Secure Your Retirement: Achieving Peace of Mind for Your Financial FutureSecure Your Retirement podcastConnect with Murs:LinkedIn See acast.com/privacy for privacy and opt-out information.

Murs Tariq is a Certified Financial Planner and Partner at Peace of Mind Wealth Management. He has over a decade of expertise in retirement planning and a lifetime of knowing the importance of saving, investing and building wealth. As a first-generation American, Murs was brought up knowing the value of a dollar and the importance of budgeting, saving, and planning for the future. He now uses those same skills to help others plan for a great financial future!

Welcome back to the Scale Your Small Business Podcast with your host, Jillian Flodstrom. Joining us this week is Radon Stancil, CFP, a best-selling author and founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement' show his insights have been featured in Forbes and many others.    After being raised by an older father, working in a family-run heating and air-conditioning business, Radon went down the path of finances, going to school, and becoming and certified financial planner. Now, he helps people build a solid retirement plan.   The biggest fear Radon finds in his work with people is the fear of running out of money. It makes sense–for decades people do a good job of saving. They work, save, don't touch those accounts. And then, one day, they decided to retire. Suddenly that hard work that they put into building those accounts is not being drained. It is an emotional situation.   Investment strategy certainly dictates the quality of a person's retirement. Many people lived through a very volatile market, watching their investments rollercoaster as time went on. Radon works with a more sound strategy–one that will earn consistent returns without risk.    He believes in getting a financial planner as early as possible. That way, the person can start understanding saving and set goals for themselves. It's good to work with somebody who's a certified financial planner because they have a wide array of understanding of financial planning. It's important to work with a fiduciary, so you know they have your best interests as a priority.    If you are a solo, self-employed person and you don't have any employees, you can easily set up a solo 401(k). Charles Schwab will allow you to set up a solo 401(k). And that allows you to start putting away money that you can match yourself. It helps you out on your current taxes, as well as getting some money into savings. In a Roth IRA, everything you put in is going to now be able to grow potentially for decades, all tax-free. Whatever you put into a Roth, you can take back out with no penalty (up to a certain amount).    Getting a loan as a small business owner should only happen after you've had as much growth without one as possible, even if that means that your growth is a little bit slower than what you want. if you have to take that loan on, make sure you have a business plan that can pay it back in a short period of time. It should generally be going back into the business as an investment.    Checking in on your finances quarterly is crucial to keep tabs on how your money is doing. Radon's clients get a report from him in the form of a 10-minute video that makes sure they know what the market is doing every week.    Radon has a book named after his podcast, Secure Your Retirement.  It's a guide to help think through a lot of the questions you may ask. How should I be looking at my investments? How do I prepare for an income plan? What do I need to know about IRAs? What do I need to understand about the economy, just to look at the economy? How do I pick a financial advisor? LINKS   https://pomwealth.net/   Key Takeaways   Investment strategy certainly dictates the quality of a person's retirement.  Get a financial planner as early as possible. If you are a solo, self-employed person and you don't have any employees, you can easily set up a solo 401(k). Getting a loan as a small business owner should only happen after you've had as much growth without one as possible, even if that means that your growth is a little bit slower than what you want.

How to Easily Use Podcasting to Grow Your Business Have you been thinking of branching into podcasting as a way to grow your business? Podcasting when done right, is an easy way to grow your business and add value to your clients.  In this episode of the Content Creator podcast, we have Radon Stancil, the owner of Peace of Mind Wealth Management and the host of the Secure Your Retirement podcast. He has found podcasting as a huge way that adds value to his business and his clients. Listen in to learn how you can use social media marketing to put your podcast out there without having to do all the work.  In this episode find out: Why Radon started doing podcasting and the value it has added to his business. The strategy they used to ensure they had valuable content that answered their clients' questions. Don't waste time trying to learn all the podcasting production stuff and instead delegate those tasks. All the elements that make podcasting successful through content repurposing.  Quotes: “Don't try to figure out how to do all the editing, posting, and all that kind of stuff because that just eats away from what you actually make money at.”- Radon Stancil  “If you want everything to look good with your podcast, you need to have somebody who knows what they're doing.”- Radon Stancil

In this episode of Life Lessons, Gin and Sheri talk with Radon Stancil. Radon is a Certified Financial Planner and the founder of Peace of Mind Wealth Management, and he shares strategies that will help listeners prepare for retirement and have financial peace of mind. His goal is to help people feel better prepared so they can focus on things other than money during retirement. Resources used for today's podcast can be found here: www.pomwealth.net radon@pomwealth.net Today's podcast was made possible through our affiliation with the following companies. When you shop with us, you help us bring you further Life Lessons. Beautycounter: http://beautycounter.com/sheribullock The Girlfriend Doctor: https://drannacabeca.com/?rfsn=5645452.cf899a5 You can also visit https://www.lifelessonscommunity.com/shop-with-us.html and shop with us at any time. Or you can make a donation directly through paypal.com using our email address: connect@lifelessonscommunity.com. Do you have a good news story, a listener-led lesson, or special quote to share? Email us at connect@lifelessonscommunity.com and listen each week to see if we share your submission. Join our Facebook community! Go to https://www.facebook.com/groups/LifeLessonsWithGinAndSheri and become a member today. You'll be glad you did. Thank you for listening!See omnystudio.com/listener for privacy information.

In this episode of Life Lessons, Gin and Sheri talk with Radon Stancil. Radon is a Certified Financial Planner and the founder of Peace of Mind Wealth Management, and he shares strategies that will help listeners prepare for retirement and have financial peace of mind. His goal is to help people feel better prepared so they can focus on things other than money during retirement. Resources used for today's podcast can be found here: www.pomwealth.net radon@pomwealth.net Today's podcast was made possible through our affiliation with the following companies. When you shop with us, you help us bring you further Life Lessons. Beautycounter: http://beautycounter.com/sheribullock The Girlfriend Doctor: https://drannacabeca.com/?rfsn=5645452.cf899a5 You can also visit https://www.lifelessonscommunity.com/shop-with-us.html and shop with us at any time. Or you can make a donation directly through paypal.com using our email address: connect@lifelessonscommunity.com. Do you have a good news story, a listener-led lesson, or special quote to share? Email us at connect@lifelessonscommunity.com and listen each week to see if we share your submission. Join our Facebook community! Go to https://www.facebook.com/groups/LifeLessonsWithGinAndSheri and become a member today. You'll be glad you did. Thank you for listening!

Radon Stancil - Peace Of Mind Wealth Management Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement' show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. With over 25 years of experience, Radon is an award-winning advisor who is highly sought after to work with executives, business owners, engineers, pharmaceutical professionals and more. http://www.pomwealth.net/podcast (www.pomwealth.net/podcast) First of all…we get so focused on saying ‘I'm just going to reinvest in the company…'…in addition to that, you've gotta make sure you're setting aside something for yourself. Down the road…all you have is a big company…and unless you can sell it and get something back out of it, it's really not gonna help you for retirement. You need to have a cash reserve…6 months at the bare minimum…than…Roth IRA… With a Roth, I can pull the money back out.  I just can't touch the growth… You can also build your own…401K In my head I thought, I'm a small business.  I might need capital.  If I put money into my 401K and I need that capital, I'm gonna pay a penalty to get that back out.  So I did my order the way I just described to you. From a finance standpoint, there's no advantage (LLC, DBA).  There is one on that S Corp because you can pay yourself an income…and not pay some of that tax. I never wanted to have to put money back into the company….I don't think you should take distributions…leave enough of operating capital in your corporation…so that you don't have to pull from savings.   I always make sure I've got at least 3 months of operating capital in my corporate account… I have 3 months of operating capital to run the company.  Now, part of that might be paying me.  But then I've got my personal…there I need 6 months. …If push comes to shove, typically a small business owner will pay everybody but themselves…so what if you had to go two months…and I can't pay myself.  But I've got my personal savings that say's I can survive… That's the juggling act…but you've got the big picture in your head… I think everybody needs an advisor.  What I mean by that is, I'm a financial advisor, but I still need advisors.  I have business coaches.  Every single year I make it a rule that I have to have somebody in my life that's telling me what I need to do to do better…mastemind groups, coaching programs.  Every year I have to be in two or three… A financial advisor can help you work along with your CPA to set things up…you then need to have the money managed.  And if that's not what you do then I don't think you need to be doing it. I think you have an advisor so you can concentrate on what you know how to do best. If you're starting to hit your goals…how do I structure that…I'd say sooner than later (hire an advisor)….As soon as you can do it.  Do it. Small business owners…don't have as much of a retirement goal.  They've got more of a time goal…I want to get to a point where I don't have to come into the office everyday.  I want to get down to a two day work week…whatever that is….and I want to hit that much earlier than 65…and it's the easiest part of my business career because I have all the things that I've built…So unless I sell…I don't really have a retirement goal. Whatever your goal is, think that way….because it may be different. Just think about time and compound effect.  If a person is starts at 20 and they go to 65, they can save $1M with just some growth and a very small amount of money.  I'm talking $100 or so dollars a month….The longer we wait…we have to save a much larger amount of money in order to catch up. The earlier you can save, the...

Radon Stancil, CFP is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement' show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. With over 25 years of experience, Radon is an award-winning advisor who is highly sought after to work with executives, business owners, engineers, pharmaceutical professionals and more.  

Are you thinking about how you will retire? Do you know how much is needed to retire?  In this episode we discuss the fear of retirement and we are joined by Murs Tariq, a Certified Financial Planning and partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. As an author and co-host of the ‘Secure Your Retirement' show, Murs speaks on investing with risk management, income planning, and tax planning for and during retirement. As a first-generation American, Murs was brought up with a different perspective on the value of the dollar and the importance of proper budgeting, saving, and overall financial planning. It is this upbringing that led him to his Finance degree from North Carolina State University and eventually finding his passion in shaping the financial future of others Connect With Murs www.pomwealth.net Instagram.com/mmtariq Facebook.com/murst linkedin.com/in/murstariq/   Follow the Podcast on Instagram  Join Milestones, Motivation & Money on Clubhouse  Join the Milestones, Motivation & Money Facebook Group Book Angel to speak here Be a guest on the Podcast, Apply here  Order the Ballin On A Budget Workbook Order Upfront: An Entrepreneur's Quick Start Guide   Have a podcast? Need to Create Promo Graphics?  Get 2 Weeks FREE of Headliner Looking for Podcast Guests? Or Wanting to be a guest on other podcasts?  Check out this podcast matching service

As I say each week, if you haven't listened to last week's interview, stop here and go back to listen now. I was talking with Radon Stancil, a financial planner who focuses on preparing people for retirement. Radon believes that financial planning needs to be both financial and intellectual, so his firm, Peace of Mind Wealth Management, focuses on 3 key concepts – your financial needs, your legacy and your lifestyle – because they all play a role in how your retirement works out for you. I think Radon and his team have the right idea. Their goal is to help you make the plan and get into the right mindset to be retired. And that's what this show is all about, isn't it! It's important to pick something that you want to do in retirement. I've talked about this before. It needs to be something that you really enjoy, so you look forward to doing it. It's a passion project, ultimately, so it doesn't matter if it makes money or not. It can truly be anything, as Radon suggests, like baking or scuba diving. You just have to find something to look forward to. The other big point that Radon makes is that there are stages to retirement and you have to plan for each of them, so you know how much money you'll need to have set aside. For example, the first year or so after retirement will probably be quite busy as you run around making sure all the proper arrangements have been made and things are all in place. Then the next 2-4 years are the “fun” years, where you might have grandchildren to spend time with, maybe you're going to be travelling, that sort of thing. Basically, you're doing all the things that you thought retirement would allow you to do. Then along about year 5 and continuing on from there, things start to settle down a bit. You've got the hang of it – this retirement thing is a piece of cake, a walk in the park (maybe quite literally). Maybe you'll start getting involved in your community or in a local charity, or maybe you'll decide it's time to offer to share some of your wisdom and experience with others, setting up a consultant practice or something like that. One of the most important things, in my opinion, that Radon mentioned is the exercise of writing down the IDEAS you have for your future. Not the full-blown plans, but the general concepts of what your future is going to look like. You know me – any chance I get, I'm telling you to “make a list”! By writing down the ideas you have about what you'll do in retirement, you give your brain something to focus on. It's not going to be anything concrete, but the plan is to get things started. Because each of us has different ideas about what lies beyond retirement, I'm not going to make any suggestions here – I don't want to mess up your plans by throwing in other thoughts that aren't really yours. Just remember – at the start, write down all the things you think of. Don't censor the list when you're starting to come up with ideas and activities. You can always scratch something off the list later, when the plan starts to come together. For now it's just brainstorming. And this is a list that you should probably keep with you because you never know when something in your daily life will trigger the feeling that you'd like to pursue that thing further...so you add it to the list. It's like a dream board or vision board for your future life. I'm going to call it a day here and sign off with a reminder to be sure to tune in next Sunday for my interview with Eric Brotman. He's going to share his own point of view on retirement and preparation for it. Now go start that activity list!

If we're going to retire, we want to seriously ROCK that retirement! But many of us have fears and worries when retirement begins to draw near. Such as... will there be enough money to do the things we want to do? Will our money outlast our years? What about budgeting health insurance such as Medicare Supplements and Prescription Drug Plans? Social Security! Thinking of all these things can definitely feel overwhelming. But to the rescue is today's guest who definitely brings peace of mind to this conversation and quells our fears with sensible approaches and answers that relieves fear and put us in the driver's seat! Meet Murs Tariq, a Certified Financial Planner™ and Partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. Murs Tariq knows all too well what people most commonly fear when planning for retirement. In this episode, he shares the top 3 things someone should do when they are ready to retire, how they can invest and not have to worry about a market crash, how to plan for the future -- without a crystal ball -- and even the pitfalls people should avoid regarding their retirement plan. In this power-packed hour, we cover a lot of ground, including Murs advice on how to vet your advisor to ensure he's not the next Bernie Madoff. As a co-author and co-host of the Secure Your Retirement show and book, Murs speaks on investing with risk management, income planning and tax planning for and during retirement. As a first generation American, Murs was brought up with a different perspective on the value of the dollar and the importance of proper budgeting, saving, and overall financial planning. It is this upbringing that led him to his Finance degree from North Carolina State University and eventually finding his passion in shaping the financial future of others. Passionate about his profession, Murs values education as an important component of working alongside his clients and encourages them to get very involved in the process of investing their money. He discusses investing on your own verses with a professional, and even shares his philosophies on investing. Listeners will love how he defines the difference between being rich and being wealthy! A must-listen, power-hour of enlightYOUment from beginning to end for everyone that appreciates the value of the money they earn, wonder if money makes their world go around, and is looking forward to one day retiring or is already to that point and ready to embark on their next many adventures that await!Secure your retirement is a ready, set, GO-FOR-IT-episode...that every Aging GreatFULLy listener will appreciate!To connect with Murs Tariq and his amazing team at Peace of Mind Wealth Management regarding any questions you may have on investing, financial advice, or retirement planning, purchase a copy of his Secure Your Retirement book, co-authored with POM Wealth Founder, Radon Stancil, CFP® or listen to their Secure Your Retirement podcast visit www.POMwealth.net. Thank you, amazing Aging Rebels, for tuning into the show from all over the world! It is you the amazing listener and awesome guests like today that make the show what it is! We appreciate every one of you! If you enjoy this episode or feel someone you know may benefit from it please share it with your friends and family and leave us a positive show review on your favorite platform. We love recognizing listeners on the show who do! We strive to be The Listener's Show! To connect, share, download, stream or find more ways to listen, including Audible, Amazon Music, Ask Alexa, visit us at www.CTRNetwork.com/holleykelley or www.HolleyKelley.com. Remember, YOU Rock and YOU Role Model!

Are you ready to begin your next chapter and step into retirement? You may not be sure how to start transitioning yourself into your retirement phase, but this episode will take away the fear of stepping away from your business and give you some great tips to get started!Murs Tariq is a Certified Financial Planner and a partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. As an author and co-host of "Secure Your Retirement" show, Murs speaks on investing with risk management, income planning, and tax planning for and during retirement. As a first generation American, Murs was brought up with a different perspective on the value of the dollar and the importance of proper budgeting, saving, and overall financial planning. It is the upbringing that led him to his Finance Degree from North Carolina State University and eventually finding his passion in shaping the financial future of others.Episode Highlights:Retiring does NOT have to be scary!The most common question asked is "Do I have enough?"Through years of hard work and investing, you want to make sure you are taken care of in the future, and that all of your "What if?" questions are answered - that's where a financial planner can come in!Each retirement plan is unique to the personThere is no set formula or dollar amount that is required to retire - it's all dependent on how you picture your retirement and how you'd like to spread your money outThe earlier your plan, the BETTER!Understand what you have now and how you can make it work for you in the futureThere are a number of investment strategies available - 401K, Roth IRAs, and GIAs are a few examplesWorking with a financial planner can help you take a look at the bigger picture early on, which can take away the stress and give you peace of mind when you enter retirementLinks & ResourcesPeace of Mind Wealth ManagementSecure Your Retirement - PodcastSecure Your Retirement by Murs Tariq and Radon Stancil Flash Boys: A Wall Street Revolt by Michael LewisGreenOak AccountingTherapy For Your Money

Murs Tariq is a certified financial planner and partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. Heis also an author and co-host of the Secure Your Retirement Podcast, where he speaks on investing with risk management, income planning, and tax planning for and during retirement.As a first-generation American, Murs was brought up with a very different perspective on the value of the dollar and the importance of proper budgeting, saving, and overall financial planning. It is this upbringing that led him to acquire his finance degree from North Carolina State University and eventually helped him find his passion in shaping the financial future of others. Join us today as we discuss the complexities of succession planning, why people are afraid of planning for retirement, and how the uncertainty of the pandemic has influenced the field of wealth management. In this episode, you'll learn about the impact of rising taxes on your retirement plan, how to factor in the possibilities of a longer lifespan into your retirement plan, and when it is too early to retire, so tune in today as Murs breaks down the four main pitfalls that people make in their retirement plan.What you'll learn about in this episode:Get to know Murs Tariq and how his upbringing led him to his finance degree. How Murs' journey as a first-generation American has shaped his perspective on financial planning and his career path. An introduction to the complexities of succession planning: business owners often have trouble stepping down or developing a succession plan.Why people are afraid of planning for retirement: fear of the unknown. The goals of Peace of Mind Wealth Management as a holistic financial planner. How the uncertainty of the pandemic has influenced the field of wealth management and how to plan for the future in these uncertain times.How upcoming tax increases will affect your investments or future retirement.The difference between being a good steward of your resources and living in fear and scarcity. How Peace of Mind Wealth Management err on the side of caution by accounting for low interest rates and high inflation. The impact of lifespan: how to avoid outliving your finances. The problem of retiring early and thoughts on the recommended retirement age. Murs breaks down the four main pitfalls that people make in their retirement planning. The importance of having a retirement income plan, understanding what are your expenses are going to be, and knowing how these amounts work against your assets. Why you shouldn't compare your retirement plan with someone else's.  Why a retirement income plan is as important as your investments.How people often don't realize how much risk they have on their investments. The importance of revisiting your 401(k) plan and being more conservative with your investments as you get closer to retirement age. Mur's biggest tip for anyone listening, young or old: take an interest in your financial life!The value of getting a wealth manager, even if you are not wealthy.Thoughts on the K economy and how the pandemic has affected interest in financial planning. Murs shares some resources, like The Three Keys to Secure Your Retirement course and the Secure Your Retirement podcast.Click Here to Download the Transcript

Paying off your mortgage is more than just a financial decision. It can be an emotional one too. Perhaps it’s one of your long-term goals to live mortgage-free or you want to go into retirement without the burden of large monthly payments. Whatever your motivation is, it’s best to find out the best way to tackle this financially before you make a decision. In this episode, we share the key things you need to think about when it comes to paying off your mortgage. We also discuss the importance of cash flow and how opening a home equity line of credit could be the solution you’re looking for. In this episode find out: Which savings account is best to use for paying off your mortgage Why cash flow is king in retirement What to consider when thinking about investing vs. paying off your mortgage When to think about refinancing What to do when paying off your mortgage will wipe out your savings When to open a home equity line of credit Tweetable Quotes: “It is nice not to have a mortgage, but sometimes it doesn't make sense for everyone” – Murs Tariq “Paying off your mortgage isn’t just an emotional decision” – Radon Stancil Important Links & Mentions: https://pomwealth.net/blog (Peace of Mind Wealth Management blog) https://www.appointmentcore.com/app/freeslots/ZjtcsuW (Book your complimentary call) Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast). To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net. 

Are you truly ready for a financially fit retirement? Have you taken the critical steps to manage your investments, cash, tax liabilities and estate planning? If you aren't sure, our next guest can help. Murs Tariq is a CERTIFIED FINANCIAL PLANNER™ and a Partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. As an author and co-host of the ‘Secure Your Retirement' show, Murs speaks on investing with risk management, income planning and tax planning for and during retirement. In this episode he tells us why his ideal client is 10-15 years away from retirement, because there is still much to do, plenty of time to do it, and opportunities to review and adapt along the way. In addition, he talks about the importance of a written retirement income and spending plan, an investment strategy that fits your comfort level, having beneficiaries in order, and more.   Listen in! CONNECT WITH MURS https://facebook.com/murst/ https://www.pomwealth.net/ https://instagram.com/mmtariq/ https://LinkedIn.com/in/murstariq/ …………………………………………………. Thank you to our April Sponsor: Entrepreneur's Guide to Financial Well-Being or Wayne Titus Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That's exactly what it's like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families. Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur's Guide to Financial Well-Being.  With the right adviser at your side, you'll have the freedom to focus on what really matters to you. Get The Entrepreneur's Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.  

Murs Tariq, CFP talks to Dr. Justin Trosclair, DC on A Doctor's Perspective Podcast We saved for 40 years now what and how do we plan to take out the money once we are in retirement. CFP Mars Turiq helps us understand the pitfalls and what to do now so we can be comfortable later. What are his views on the student loan forgiveness proposal? How do we manage a mortgage, student loans and retirement savings during this current virus situation? What type of goals setting does he find most important? Living within your means. A terrible sentence for some and the mantra of life for others. You can spend all your money on houses and cars etc but not amass affluence. CFP, Certified Financial Planner - Murs is a Fiduciary, but what does that mean for you? Fiduciary vs Suitability standards. He covers the differences. What is the ideal amount of money for retirement? How much does your expenses and standard of life dictate what is enough money to retire? If you are fully invested in the stock market, at what age is it a good idea to switch some to bonds, annuity's, life insurance, real estate and more? Common pitfalls people make and could avoid when planning for retirement thats 10 years away or sooner. what is your risk exposure to a fluctuating marketwhat is your plan for liquidate your retirement accounts so it lastssocial security benefits, pension withdrawals, 401k and Roth IRAs, real estate income, annuity income etc Is a 15% savings rate enough? Advantages of Roth vs traditional IRA retirement deal with pre or post tax savings. Mars sheds some light not just that taxes may go up in the future but what happens to the tax brackets could greatly affect your long term gain and tax burden. 529 Funds for your kids education. What happens if you super fund it and they don't use it all? What can we do with that extra money and the taxes and penalties involved? What lessons can we learn from a 1st generation American? With a 1 year old and his own business, he finds that being present in the few hours he has with his kid and then his wife is paramount to keep the family side of life healthy. Podcast: the Daily, Rory Vayden Influential Personal Brand, Secure Your Retirement show since September Murs Tariq 10 years as a Certified Financial Planner with Peace of Mind Wealth Management. www.pomwealth.net Raleigh, NC Show notes can be found at https://adoctorsperspective.net/172 here you can also find links to things mentioned and the full transcript Full Transcript of the Interview (it will have grammatical errors and mistakes). Just Click to expand. Thanks audioburst! Episode one hundred seventy two year retirement now. What host. Dr justin trust glaring. Today mars respect during twenty seventeen eighteen. Podcast awards nominated best selling off author on amazon as we get a behind the curtain. Look at all types of doctor. And get specialties. Let's hear a doctor's perspective now the second month of the year. Twenty twenty one. I hope you're still at the gym. I still hope you're trying to reach your goals. If you haven't yet reached out to people including myself we can help you. Create some manageable goals goal setting and all those types of things that you need that way your rest of twenty twenty. One is your best year ever. It's easy to get distracted with all the election. Thank goodness that's over corona and all those types secondly if you haven't revamp jer curriculum vitae your cv. If you will in a while you've never had one to begin with reach out to me. I can do those. enjoy him. The people who have done them for have said good things and you can find that. At a doctor's perspective dot net slash one sheet and of course that one sheet is a single pdf. It looks good and introduce you. In a way that podcast host a local businesses local chamber would say yes. Please come to my vent speak to my audience. You have value for them at this point.