I have a pretty small pension fund from a former job that has offered me a lump-sum pay out for 118% of the pension value and I'm not sure what to do. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
A practitioner in Jiangxi Province, after having been illegally sent to prison for distributing truth clarification materials, is ordered to return 120,000 yuan in pension funds received while she was imprisoned. She and her brother use the opportunity to prove that her prison sentence, and the order to return pension funds, are both outside the […]
In this episode, Kevin delves into the complex world of pension decisions, addressing the concerns of a 60-year-old listener who is pondering retirement. Kevin offers insights into the options available for individuals with pensions and provides valuable advice on how to maximize retirement income while considering factors like leaving a legacy. Whether you're considering pension choices or seeking inspiration for a vibrant retirement, this episode has something for everyone. Join us as we navigate the intricacies of retirement planning and discover the keys to living life to the fullest. #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #taxes #income 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 Listen to “Your Retirement Radio” podcast anytime on Apple or Spotify!
In this captivating episode, we sit down with one of our Founding WealthBuilders Members, Andreas Loizou, to explore his remarkable title-splitting property deal. Andreas shares the intricacies of how he discovered and navigated this deal, shedding light on his invaluable learning experiences after going through multiple challenges. Andreas credits his Wealth Coach, Manish Kataria, and the WealthBuilders community for playing pivotal roles during this project, highlighting the guidance and camaraderie that have been instrumental in his success. This episode is a must-listen for anyone seeking inspiration, practical property advice, and a deeper understanding of the profound impact a supportive community and mentorship can have on your financial journey. Resources In This Episode:>> Andreas Loizou [LinkedIn]>> WT144: Member Spotlight: Andreas Loizou>> Register for Families launch webinar Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Instagram/Facebook: Haws Federal Advisors Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.
We've spent two episodes talking to 20-30-year-olds and even 40-50-year-olds, but what about our over-60 crowd? Well, here's your chance!What if you could redefine retirement and live it on your own terms? Be our guest and absorb invaluable insights as we demystify financial independence and guide you on how to make stress work in your favor for a truly fulfilling retirement. Learn the art of reinventing yourself and letting go of financial anxieties. For couples, we have a special segment discussing setting financial goals and having harmonious conversations about money. Embark on your journey towards retirement with the right mindset and a well-structured plan. We debunk the financial challenges of retirement and equip you with practical strategies to ensure you have sufficient funds to cater to your needs and desires. With Travis' expertise, we guide you on treating your retirement fund as a business and making wise choices during your transition. From choosing a financial planner to understanding their significance, every detail is covered in this episode.Ready to explore the world of financial planning and investment management? We've got you covered! Learn to distinguish between 'product pushers' and rigid planners, and identify the best advice suited to your needs. We introduce you to fee-only financial planners, highlight their fiduciary responsibility to you, and guide you in avoiding conflicts of interest. ______________________________________________________________Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.comDitch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell. You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia
Kevin and Kieran discuss the news that Farhad Moshiri has agreed to sell Everton to 777 Partners, and find out whether players are required to be part of club pension schemes. COVERED IN THIS EPISODE: - Farhad Moshiri and Everton - Qatar Sports Investments and the Premier League - Nottingham Forest sponsor - Portuguese branded financial investment funds - Standardized club accounts - Independent Regulator - Altrincham FC - Brighton season tickets - Footballers' personal finances - Player pension schemes - Disciplinary penalties Follow Kevin on Twitter - @kevinhunterday Follow Kieran on Twitter - @KieranMaguire Follow The Price of Football on Twitter - @pof_pod Support The Price of Football on Patreon: https://www.patreon.com/priceoffootball Check out the Price of Football merchandise store: https://the-price-of-football.backstreetmerch.com/ Visit the website: https://priceoffootball.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
It might seem to be a subject that would interest only wonks and retirees, but "pensions can reshape an entire society." Ajay Shah and Renuka Sane join Amit Varma in episode 347 of The Seen and the Unseen to explain why -- and to take a deep dive into the crisis India is facing right now. (FOR FULL LINKED SHOW NOTES, GO TO SEENUNSEEN.IN.) Also check out: 1. Ajay Shah on Twitter and Substack. 2. Renuka Sane on Twitter and The Print. 3. Episodes of The Seen and the Unseen with Ajay Shah: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12. 4. In Service of the Republic — Vijay Kelkar and Ajay Shah. 5. XKDR Forum (where Ajay Shah is co-founder). 6. TrustBridge (where Renuka Sane is research director). 7. The Project Oasis Report (2000). 8. A sustainable and scalable approach in Indian pension reform (2005) -- Ajay Shah. 9. Towards estimating India's implicit pension debt on account of civil service employees (2006) -- Gautam Bhardwaj and Surendra A Dave. 10. Pension guarantees are subtle (2006) -- Ajay Shah. 11. Understanding the Indian financial environment (2015) -- Ajay Shah. 12. The way forward with one-rank-one-pension (2015) -- Ajay Shah and Renuka Sane. 13. Stay the course on the NPS (2018) -- Ajay Shah. 14. Fund management that you buy (2022) -- Ajay Shah. 15. The NPS challenge (2022) -- Ajay Shah. 16. Jayaprakash Narayan Wants to Mend Our Democracy -- Episode 334 of The Seen and the Unseen. 17. The Greatest Productivity Mantra: Kaator Re Bhaaji! -- Episode 11 of Everything is Everything. 18. Whose Money is it Anyway? -- Amit Varma. 19. What is Libertarianism? — Episode 117 of The Seen and the Unseen (w David Boaz). 20. Episodes of The Seen and the Unseen on GST: 1, 2, 3. Amit Varma and Ajay Shah have launched a new video podcast. Check out Everything is Everything on YouTube. Check out Amit's online course, The Art of Clear Writing. And subscribe to The India Uncut Newsletter. It's free! Episode art: ‘Wilderness' by Simahina.
Spencer from militarymoneymanual.com tackles two questions from an active duty Army E-6: Is it a good idea to invest $18,000 of my $50,000 reenlistment bonus into the Thrift Savings Plan (TSP)? If I'm in the Blended Retirement System (BRS), will I receive a military pension if I serve 20 years? Show notes can be found at militarymoneymanual.com/ep93 If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email email@example.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon at or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.
In this episode, Alex discusses retirement planning and the various vehicles to help you get ready. The beer of the day is an amber ale from Fired Up Brewing in Colville, WA. If you would like to learn more about this beer, please visit their website https://www.facebook.com/firedupbrewing/ If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
Crain's Chicago Business political reporter Leigh Giangreco joins Rob Johnson on the Big 89 to discuss the significant effects of migrants on the budget, who might feel the impact of the budget gap, and Mayor Johnson's ability to maintain lower property taxes.See omnystudio.com/listener for privacy information.
Le mix de S James R Marciano dans 103 Klubb le 07 Septembre 2023 de 21H à 22H Tracklist: LP Giobbi feat. DJ Tennis & Joseph Ashworth - All In A Dream (LP Giobbi Club Edit) | FISHER & Kita Alexander - Atmosphere | SIDEPIECE - Westside | Bontan - Despacio | Steve Angello & AN21 - Valodja (Kryder Remix) | Mochakk - Jealous | Thomas Newson & Novak - Do My Thing | Ryan Arnold x Pension x Kapoh - Torta | Sunnery James & Ryan Marciano x Gian Varela feat. Bla-De - Keloke | Harry Romero - Liquid Samba | Deeper Purpose - The Stutter | Capa - Tell Me | THAT KIND - More Than Friends | Massimo Conte - Goodbye (Mihalis Safras Remix) | Eran Hersh, Anorre - Regained
On Episode 489 of Morning Kombat Brian Campbell and Luke Thomas give their picks for UFC Noche. Next up the guys discuss the UFC and WWE Merger. What could this mean for UFC? The guys also break down some recent fight announcements and play matchmaker for the middleweight division. As always on friday we close the show with Dead Wrong. (00:10:00) - Ok, Bet (00:37:40) - UFC & WWE Merger (00:48:30) - Fight News and Announcements (01:03:20) - Matchmaking the Middleweight division (01:32:40) - What We missed (01:46:30) - Dead Wrong Morning Kombat is available for free on the Audacy app as well as Apple Podcasts, Spotify, Google Podcasts and wherever else you listen to podcasts. For more Combat Sports coverage subscribe here: youtube.com/MorningKombat Follow our hosts on Twitter: @BCampbellCBS, @lthomasnews, @MorningKombat For Morning Kombat gear visit:morning kombat.store Follow our hosts on Instagram: @BrianCampbell, @lukethomasnews, @MorningKombat To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Bloomberg Radio host Barry Ritholtz speaks with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Prior to joining the firm, Elizabeth was chief investment officer at the Employees' Retirement System of the State of Hawaii. Before that, she served as a managing director in the quantitative strategies group at the Maryland State Retirement Agency, where she was responsible for the agency's absolute return portfolio and oversaw risk management. Elizabeth serves on the board of directors of the Chartered Alternative Investment Association. In addition, she serves on the board of the Hill School. Elizabeth earned an MBA in finance and econometrics and statistics from the University of Chicago in 2011. She is a charterholder of CAIA. See omnystudio.com/listener for privacy information.
As they don't teach financial literacy at schools, colleges or the workplace, we believe it is vital for parents to be the best money role models they can be. At WealthBuilders, we're on a mission to help parents and grandparents ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead. We want to help nurture a financially wise generation, ensuring wealth isn't just consumed but grown and passed down. This is why we have created the following 7 principles. Listen now to find out how you can be part of this truly life-changing community as a founding member. Resources In This Episode:>> Register for Families launch webinar Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In part three of our pensions law episode with Ross Gascho, we chat about how recent Income Tax Act amendments can provide more flexibility as to how defined contribution pensions plans can correct for under-contributions and over-contributions. ✨ Read the full episode transcript HERE ✨ Learn more about the topics/cases on the Lawyered website✨ Help to declutter the law on the Lawyered crowdfunding page
President and Chief Executive of the Better Government Association David Greising joins the Steve Cochran Show to discuss what happened to Pritzker's 2019 pension plan, how the Civic Committee's new plan can solve the state's pension problem, and what voters can do to help.See omnystudio.com/listener for privacy information.
The state pension is likely to rise by 8.5% in April because of the ‘triple lock'. The policy means that the value increases in line with average earnings, inflation or 2.5% - whichever is highest. Adam and Chris are joined by our Economics Editor Faisal Islam and Jonathan Cribb from the Institute for Fiscal Studies to explore the ramifications. Google has been in court for a trial brought by the US government. The company has been accused of ‘hobbling rivals' to dominate the search market. The BBC's Zoe Kleinman talks us through the stakes. And Europe Editor Katya Adler is on to discuss what she learned whilst making her new documentary, 'Living Next Door to Putin'. You can join our Newscast online community here: https://tinyurl.com/newscastcommunityhere Today's Newscast was presented by Adam Fleming. It was made by George Dabby with Stephanie Mitcalf and Keiligh Baker. The technical producer was Gareth Jones. The senior news editors are Jonathan Aspinwall and Sam Bonham.
Maria Kirilenko and Koren Holden, members of the Pension Committee and authors of the new issue brief Valuing Gender Expansive Data join Actuary Voices to discuss issues pension actuaries may consider when performing valuations using sex/gender expansive data. They also discuss their experience as Academy volunteers and how they joined the profession.
Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo), where she oversees $160 billion on behalf of 17 pensions, endowments, insurance and government funds in the province of Alberta, Canada. AIMCo is one of the “Maple 8” Canadian pension managers that together oversee $2 trillion in assets and are innovators in institutional portfolio management. Our conversation covers Marlene's path to pension management from roots in academia and fixed income, her first CIO role at the Canadian National corporate pension fund, and transition to AIMCo earlier this year. We discuss AIMCo's asset-liability matching investment strategy, global team, internal and external management, compensation, external manager selection, opportunities and risks, and the unique qualities of Canadian pensions. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Sunnery & Ryan come once again with the goods. A Triple A Track from Mochakk, their latest single with Gian Varela and also fire tracks from Bontan, SIDEPIECE, Harry Romero and Thomas Newson. 1. LP Giobbi 'All In A Dream (feat. DJ Tennis & Joseph Ashworth)' (LP Giobbi Club Edit) [COUNTER]2. FISHER & Kita Alexander ‘Atmosphere' [CATCH & RELEASE_GOOD COMPANY]3. SIDEPIECE - Westside [D4 D4NCE]4. Bontan ‘Despacio' [CLUB BAD]5. Steve Angello & AN21 - Valodja (Kryder Remix) [SIZE]:::TRIPLE A TRACK:::6. Mochakk 'Jealous' [CircoLoco Records]7. Thomas Newson & Novak - Do My Thing [SIZE]8. Ryan Arnold x Pension x Kapoh 'Torta' [The Orchard]9. Sunnery James & Ryan Marciano x Gian Varela feat. Bla-De - Keloke [SONO Music]10. Harry Romero - Liquid Samba [DFTD]11. Deeper Purpose - The Stutter [Toolroom]12. Capa - Tell Me [Zerothree]13. THAT KIND - More Than Friends [Get Together]14. Massimo Conte - Goodbye (Mihalis Safras Remix) [Adesso]15. Eran Hersh, Anorre - Regained [Heldeep]
In this episode, The Annuity Man discussed: Transferring risk through annuities Single Premium Immediate Annuities Annuities are commodity products Structuring annuities to combat inflation Key Takeaways: Annuities are transfer of risk products. You are transferring the risk to the annuity company to pay as long as you're breathing. Through annuities, you can create an income floor that you can never outlive. A SPIA or Single Premium Immediate Annuity is when you want income to start as soon as 30 days from the issuance of the policy to as far out as a year. There are no moving parts, no market attachments, and no annual fees. It is a very simple transfer of risk. SPIAs, DIAs, QLACs, and Income Riders are all going to pay as long as you are breathing, all four can be set up so that 100% of the unused money is going to go to the beneficiaries instead of the annuity company. There is no “best” when it comes to these commodity products. The best is the one that gives the highest contractual guarantee. You can attach increases to annuity products that increase to hopefully combat inflation. However, annuities decrease the initial payments to make up for that increase whether potential or contractual. It sounds good in theory, but mathematically, it typically doesn't hold up. "The COVID wake-up call for all of us is ‘go live your life' and because of that you need to look at how you create your own personal pension." — Stan The Annuity Man. Connect with The Annuity Man: Website: http://theannuityman.com/ Email: Stan@TheAnnuityMan.com Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!
In this captivating episode of WealthTalk, we shine a spotlight on one of our founding WealthBuilders members, Glyn Wilkinson. Join us as we delve deep into Glyn's inspiring journey within the WealthBuilders, where financial transformation and empowerment are at the forefront. Having been one of the 100 founding WealthBuilders members when he joined in 2019, Glyn Wilkinson, shares his invaluable experiences, the challenges he's had to overcome and his success stories since joining the programme. Listen in as he discusses how WealthBuilders has empowered him to take control of his financial future, make informed investment decisions, and build a path towards financial independence. Whether you're a seasoned investor or just starting your wealth-building journey, this episode offers valuable insights and motivation to help you achieve your financial goals. Resources In This Episode:>> Glyn Wilkinson [LinkedIn]>> WT018: SSAS Pensions [The Director's Pension]>> WT163: From Zero To £20k A Month w/ Heather Smail Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
How will a diet COLA on a pension affect retirement plans for Joe and Barb in Tulsa? Percy in South Carolina has a pension too. He's timing the market, but should he change his investing strategy as he approaches retirement? Plus, Michael in Virginia needs ideas to fund a custodial Roth IRA for his 3-year-old and 2-month-old kids, and Rocco in NYC catches Big Al on capital gains exclusions. But first, will scary future events mean Michelle in San Diego will have to pay more tax and the highest possible Medicare premiums? Timestamps: 00:44 - Will Scary Future Events Mean Paying More Tax and Highest Medicare Premiums? (Michelle, San Diego) 10:46 - Market Timing, Pension & Roth Retirement Spitball (Percy, North Myrtle Beach, SC) 18:34 - FERS & Military Pension Diet COLA Retirement Spitball (Joe and Barb, Tulsa, OK) 26:49 - Can I Employ My 3-Year-Old and 2-Month-Old Kids to Fund a Custodial Roth IRA? (Michael, VA) 29:38 - Capital Gains Exclusion: Both Members of a Married Couple Need to Be on Title? (Rocco, NYC) 35:16 - COMMENT: Semi-Retired at 65 (Jetta Jay from Raleigh) 39:00 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-445 EASIRetirement.com - new free retirement calculator! Retirement Rescue Plan - Your Money, Your Wealth TV Retirement Rescue Guide - limited-time offer, download by Friday 9/8/23 Episode Transcript Ask Joe & Big Al On Air
In this episode, we dive deep into the dynamic world of property investment with property entrepreneur, author, investor and mentor, Simon Zutshi. Join us as we explore the ever-evolving landscape of property and answer the burning question on every investor's mind: "Can you still make money from property?" With years of experience and a keen eye for market trends, Simon Zutshi guides us through the intricate pathways of property investment. Simon unpacks the strategies and mindsets that can lead to profitable ventures, even in uncertain times. Tune in as we unravel the secrets to success in property investment and gain valuable insights from an industry expert. Discover how to identify opportunities in the ever-changing property market, leverage creative financing techniques, and harness the power of networking. Whether you're a seasoned investor or just stepping into the realm of property, If you're curious about the potential of property investment in today's world, this episode is a must-listen. Resources In This Episode:>> Simon Zutshi [LinkedIn]>> Simon Zutshi [Website]>> Lease Options Magic [Simon's Brand New Book]>> FREE pin Meeting Ticket. Voucher Code: WealthBuilders Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
This week I share some lessons we can learn from Johnny Sexton's reported pension planning in recent weeks! I've not even met the man (yet!) but he is a sporting legend, and I admire everything that he's done (even balling the referees for some of their Cup Final decisions!). And he has set yet another fine leadership example in terms of his pension planning. Let's learn from the boss! I hope you enjoy it!
Like most people who run for a constitutional state-level row office, Dan Elliott has a business background and a desire to focus on “worker bee” type issues, such as cyber-security. But on the campaign trail running for Indiana Treasurer, he met a law-abiding gun store owner who had his bank account cancelled for no reason other than being a gun store owner. That's when Elliott became aware that ESG and corporate politicization was going to be battle he would have to fight. Treasurer Elliott talks with Jerry about his frank conversations with Blackrock about retirees who had to decide between food and medicine, and why financial return--and only financial return--should be the focus of the pension plans under his supervision. Elliott also talks about the importance of school choice, and why he administers a program that aids young people who don't go to college, but instead want to apprentice in the real world.See omnystudio.com/listener for privacy information.
On this week's show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? Tax planning and legacy planning are two examples of the importance of working with an advisor to these important elements right. A third area to really take advantage with an advisors is diversification. We will discuss the importance of being truly diversified. If you have any questions about your own retirement reach out to Garry Thurman 800-517-1575. Retirement, Planning, Save, Taxes, 401K, Pension,See omnystudio.com/listener for privacy information.
Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.
Extinction Rebellion's co-founder Clare Farrell and conservation scientist Dr Charlie Gardner team up once more to discuss issues and stories they feel are not getting enough airtime. They want to make sure that the latest news in science and important reports that are relevant to the climate and ecological crisis are flagged and explained in ways that are easy to understand.EPISODE 2: Aerosol masking, geoengineering, and the pension problemIn this episode they discuss the evolving discourse on aerosol masking, particulates and solar radiation management approaches, plus the pensions report from carbon tracker that shows the flawed economics of climate overlooks science and leaves the pension sector in grave risk. In fact the assumptions used to make decisions in finance cite risks that the scientific community describe as incompatible with organised human life as ‘acceptable'.https://carbontracker.org/millions-of-pensions-at-risk-because-investment-consultants-overlook-threat-of-climate-tipping-points/--------------------- If you found this useful please, share, comment, subscribe, like, mobilise, and donate! https://chuffed.org/xr/uk
On this episode: Vic, Chris, Rashad & Kisha are working overtime this week. OG Lana joins in for a fireside chat of sorts, ranging from therapy & parenting, to body counts & dating. The cast recaps the Sha'Carri win, Coach Gillie's woes & “Sex” on the beach. Flow gets a fine, Pension withdrawal warnings & things get pissy with the pranks. Shoutout to Chris's dad on the birthday & to Rackham's Curry Cheese Fries, this & much more!Support the show
Join us as we sit down with business owner, property investor and developer, author, husband and father, Mark Stokes. Mark left his successful corporate career to build a portfolio of multi-generational assets from property through to business ownership and investment, achieving financial independence in his mid-forties. In the episode, Mark delves into the importance of education, communication, and aligning family values with financial goals. This episode equips you with the tools to embark on your own journey of building and maintaining wealth that stands the test of time. If you're looking to secure your family's financial future and navigate the complexities of generational wealth, this episode is a must-listen. Resources In This Episode:>> Mark Stokes [LinkedIn]>> EquaAcademy [Website]>> Advice To Your Younger Self: A unique collaboration of reflections, lessons and advice, inspiring you to fulfil your unlimited potential>> Join the Waitlist – WealthBuilders for Families Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
How can rising interest rates impact your pension value?In this week's episode, we analyze a real-life scenario from our listener, Mark, who is weighing the pros and cons of an early retirement, a higher lump sum, or a commit to an annuity. Learn how to calculate the imputed returns of an income annuity and how to determine if taking the lump sum and investing it would be the better option. Questions Answered:What considerations and calculations can be used to decide between a lump sum payout or an annuity?Are you working against yourself by continuing to work?Timestamps:0:00 Intro2:40 Mark's question4:24 Unpacking it7:38 Don't do your analysis this way14:09 Here's how to do your analysis18:54 Risk19:58 Planning20:50 Takeaway24:47 OutroCreate Your Custom Strategy ⬇️ Get Started Here.
With the launch of WealthBuilders for Families just around the corner, we sit down with Shaz Nawaz – a seasoned entrepreneur, accomplished investor, and expert property tax accountant. In this insightful episode, we delve into Shaz's journey as he unveils his role as a financial role model for his four children. Drawing from personal experiences, Shaz imparts invaluable money lessons cultivated during his upbringing. Learn how these lessons now empower him to share financial wisdom with his own children, shaping their understanding of investments and the true worth of money. Tune in to discover how you, too, can initiate transformative conversations with your loved ones and create a legacy of financial literacy. Resources In This Episode:>> Shaz Nawaz [LinkedIn]>> AA Accountants [Website]>> Join the Waitlist – WealthBuilders for Families>> RSVP for our London Meetup - Thursday 17th August
9 considerations when changing financial advisors: Are you on track to accomplish your goals? How will your retirement accounts work together with Social Security, Pension, ESOP, etc.? How much risk are you taking in your investments and what is your target rate of return? Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney, Health Care Directive, pour over will, etc.? Will your advisor be able to see you through retirement or do they have succession plan in place to make sure you're not looking for a new advisor in your 80's. Have you reviewed your insurance needs to prepare for the “what ifs?” Do you know how your advisor gets paid? Does your advisor make it easy to understand financial concepts? Do you regularly meet with your advisor? Our Advisors for this episode is planwithbaxter.com Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates Financial Advisors: Baxter, Nelson & Associates Contact: firstname.lastname@example.org Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams. **** This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. Through the Pines Podcast Copyright, The Banyan Collective - 2023
Consumer debt on credit cards has hit the $1 Trillion mark. This definitely shows that the stigma around debt has clearly changed, as it's no longer seen as a "bad" way to conduct your finances. Although there are ways debt can be abused, what are the other negative implications that this trend could have on household budgets and the U.S. economy as a whole? Jeremiah gives his market update, which includes commentary around Fitch's downgrade of U.S. bank lending and the forecasted recession that we're supposedly going to see at the end of 2023. In the last two segments, Nic and Alex talk about pensions and what options should be considered if you have one. There are multiple ways you're entitled to receive your pension payments, but maybe only one of those options is best for you. Be sure to work with an advisor to make sure you're able to maximize your benefit. Hosts: Jeremiah Bates, Financial Advisor Nic Daniels, BFA™, Financial Advisor Alex Lundgren, AIF®, Financial Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle boarding, this is Through the Pines… On this episode we'll chat when to change advisors 9 considerations when changing financial advisors: Are you on track to accomplish your goals? How will your retirement accounts work together with Social Security, Pension, ESOP, etc.? How much risk are you taking in your investments and what is your target rate of return? Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney, Health Care Directive, pour over will, etc.? Will your advisor be able to see you through retirement or do they have succession plan in place to make sure you're not looking for a new advisor in your 80's. Have you reviewed your insurance needs to prepare for the “what ifs?” Do you know how your advisor gets paid? Does your advisor make it easy to understand financial concepts? Do you regularly meet with your advisor? Our Advisors for this episode is planwithbaxter.com Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates Financial Advisors: Baxter, Nelson & Associates Contact: email@example.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams. **** This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. Through the Pines Podcast Copyright, The Banyan Collective - 2023
On this week's Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to know whether he can afford to self-insure his long-term care. Plus, Allworth advisor Steve Hruby joins the show, to discuss the danger of investment products. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at firstname.lastname@example.org. Download and rate our podcast here.
durée : 00:05:11 - Au jour le jour - par : Jean-Christophe Ploquin - Aujourd'hui en France, la pension de réversion, c'est-à-dire la part versée au conjoint vivant de la retraite -future ou actuelle- d'un défunt, n'est pas demandée par beaucoup de concernés. L'occasion pour La Croix de se pencher sur les raisons de ce phénomène.
Corey Carbon I'm not your typical "finance guy." I've gotten to where I'm at by fighting through adversity and not giving up. I use fitness and boxing to create the mental toughness needed to succeed as an investor. ================ Please Consider Donating so I may Continue to Create FREE Content https://www.podpage.com/the-crypto-podcast/support/ ================ All Episodes can be found at www.thecryptopodcast.org Podcast Coaching + All Social Media + Donations link https://bio.link/podcaster Our Facebook Group can be found at https://www.facebook.com/thecryptopodcast ======================== Bio of Corey Carbon: I'm not your typical "finance guy." I've gotten to where I'm at by fighting through adversity and not giving up. I use fitness and boxing to create the mental toughness needed to succeed as an investor. After following my "passion" for years in the fitness industry I found myself working insane hours running a chain of gyms in SoCal. During the pandemic, I decided to go back to my roots in the financial services industry. I wrote two books, built a consulting company and investment fund which eventually took off. I was able to let go of my six figure job and dive all-in with my hedge fund and coaching business. What we Discussed: - How Warren Buffett influenced his business - How Mindset helps your Financial Success ( 4:30mins) - Insurance Fraud ( 6-12mins) - Pension that do not allow rollover (13 mins) - How to pass your crypto investment in your will (17mins) - Use a Notepad with Invisible Ink to Protect your seed phase (19mins) - Corey's own Crypto Journey (21mins) - Advantages of mining (28mins) - Thoughts on Regulation (30 mins) - Asset allocation (35mins) - His Hedge Fund & Coaching Company (37mins) - How they protect the clients funds (41 mins) - His Books (43mins) - How he is able to simplify blockchain technology (45mins) - His thoughts on Social Media (47mins) and more How to Contact Corey Carbon: https://www.pivotalpointinvesting.com/ https://www.linkedin.com/in/coreycarbon/ https://www.instagram.com/cm.carbone/ https://www.youtube.com/@TheMambaApproach
Christine isn't sure that Roth conversions are all they're cracked up to be. Erick needs a retirement spitball analysis for his Roth conversions, annuities, and the real estate in his self-directed IRA, Billy the disgruntled attorney wants to know if he can retire now, and Zach wonders just how bad is it to rely on the lottery for retirement? But first, Joe and Big Al spitball military retirement strategies. Timestamps: 01:16 - I'm 22, Military. Should I Be Spending More Instead of Saving So Much? (Cole - voice) 06:19 - I'm 27. How Should I Max Out Military and Second Job Retirement Contributions? (Adam) 09:08 - Retiring With Pensions at Ages 59 & 63. Is Our Retirement Plan Sound? (Scott, AL) 16:55 - I'm Not Sure Roth Conversions Are as Good as They Sound! (Christine, Seattle) 26:44 - Roth Conversion, Annuities, Real Estate in Self-Directed IRA Strategy? (Erick, CA) 37:23 - Can a Disgruntled Attorney Quit and Retire Now? (Billy, Joplin, MO) 39:53 - Just How Bad an Idea Is Relying on the Lottery for Retirement? (Zach, Tuscaloosa, AL) 47:18 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-440: 6th Annual YMYW Podcast Survey - one randomly-chosen participant will win a $100 Amazon e-gift card! Financial benefits for military families 2023 Key Financial Data Guide Episode Transcript Ask Joe & Big Al On Air
Today's Suze School is a lesson on choosing the right joint and survivor benefit pension option for you and your spouse. Remember to think of all the potential things that can happen after you retire. You'll want to make sure your spouse is provided for. Take advantage of the Ultimate Certificates with Alliant Credit Union at: bit.ly/3kwMcjR Get Suze's special offers for podcast listeners at suzeorman.com/offer Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.