Podcasts about Pension

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Best podcasts about Pension

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Latest podcast episodes about Pension

The Retirement and IRA Show
Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629

The Retirement and IRA Show

Play Episode Listen Later Jul 18, 2026 88:05


Jim and Chris discuss the new PROMISE Act’s potential impact on Social Security before covering listener emails on pension RMD timing, interest taxation versus capital gains indexing, and portfolio strategy around Social Security survivor benefits and multi-account allocation. (5:30) — Chris discusses the new PROMISE Act and how it may impact Social Security. (17:15) — George asks how long he can delay pension distributions without violating RMD rules, given his 73rd birthday falls in February 2027. (29:45) — A listener asks whether interest income should be inflation-indexed the same way some propose indexing capital gains for wealthier taxpayers. (43:00) — The guys field a two-part question on how a surviving spouse’s Social Security loss factors into MDF portfolio and annuity design, and how to allocate a portfolio strategy across different account types. The post Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629 appeared first on The Retirement and IRA Show.

Money Box
Pension delays and fraud figures

Money Box

Play Episode Listen Later Jul 18, 2026 24:54


Capita chiefs promised MPs on the Public Accounts Committee it would fix long-running problems with its administration of one of the biggest pension schemes in the country by the end of this month. Tens of thousands of retired and serving civil servants have been reporting long delays to payments, leading to serious financial hardship to pensioners and their families.  But Money Box has learned the deadline isn't likely to be met. We speak to the chairman of the Public Accounts Committee about what happens next. And cases of reported are still increasing. We explain how AI has become the latest weapon in the fraudsters' armoury. Also, holiday season is upon us. What can we do to minimise the hit from those annoying non-sterling transaction fees levied every time we use our plastic. A consumer expert shares his advice.

The Fran Spielman Show
Joe Ferguson on Chicago's parking meter transfer, budget shortfalls, CPS cuts, and pension risk

The Fran Spielman Show

Play Episode Listen Later Jul 17, 2026 51:32


Fran Spielman interviews Chicago Civic Federation president and former inspector general Joe Ferguson about the pending sale of Chicago Parking Meters LLC's remaining 57 years to Stone Peak Partners, which City Council must authorize by Sept. 30. Ferguson says the city has limited leverage and should negotiate marginal contract improvements—especially reducing “true-up” reimbursements—rather than reject the transfer and risk lawsuits, financial damages, and reputational harm. 

Kelley's Bull Market News with Kelley Slaught

Kelley discusses common retirement mistakes, the importance of personalized planning, and strategies to optimize your financial future. Learn how to avoid costly errors and create a tailored retirement plan that works for you. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

4BC Breakfast with Neil Breen Podcast
'Beaten by the bureaucracy': How the Australian pension system beats down retirees

4BC Breakfast with Neil Breen Podcast

Play Episode Listen Later Jul 17, 2026 5:31


Gary explains why Australia’s complex, means-tested pension feels like a bureaucratic trap compared to New Zealand’s simple, universal retirement system.See omnystudio.com/listener for privacy information.

The Chris Hogan Show
How Does a Pension Affect the 15% Retirement Rule?

The Chris Hogan Show

Play Episode Listen Later Jul 15, 2026 2:34


Eins zu Eins. Der Talk
Podcast-Tipp: Zitronen. Leben am Limo mit Caro Matzko

Eins zu Eins. Der Talk

Play Episode Listen Later Jul 15, 2026 1:47


Neuer Podcast: Wenn dir das Leben Zitronen gibt: Caro Matzko besucht Menschen, die eine große Veränderung durchlebt haben - Pferdezahnarzt Albert, der sich mit 40 outet, oder Gina, die in ihr Heimatdorf zurückkehrt, um die Pension ihrer Eltern zu retten.

SAfm Market Update with Moneyweb
Employers face prosecution over unpaid pension contributions

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 15, 2026 8:01


Takalani Lukhaimane – Manager: Retirement funds conduct supervision, FSCA SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
Employers face prosecution over unpaid pension contributions

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 15, 2026 9:17


Takalani Lukhaimane – Manager: Retirement funds conduct supervision, FSCA SAfm Market Update - Podcasts and live stream

Was mit Reisen
KI revolutioniert die Reisebuchung Aus Suchmaske zur Sehnsucht - Stärke der Reisebüros

Was mit Reisen

Play Episode Listen Later Jul 12, 2026 26:28


Früher begann die Urlaubsplanung mit Sehnsucht. Nach Sonne, Meer oder einfach einem Ort, an dem niemand fragt, ob man „kurz noch in diesen Call springen“ kann. Dann kam das Internet und machte aus Sehnsucht eine Suchmaske. Also, wenn man nicht zu den Nostalgikern zählt, die nach wie vor denken, eine gute Expedienten-Beratung im Reisebüro ist das Beste, was mir als Urlauber passieren kann.. Also mussten wir Formulare bedienen, um ans Meer zu kommen: Reisedatum, Zimmerkategorie, Transferwunsch, Haustier. Wer bloß eingab: „Ich will irgendwohin, wo es warm ist und die Kinder nicht nach drei Stunden durchdrehen“, galt im System als Störfall. Aber auch diese Ära endet gerade. Künstliche Intelligenz bricht die Reisebuchung um. Aus der starren Suche wird ein Gespräch, aus der Liste mit 1.743 Treffern ein konkreter Vorschlag. Die Maschine lernt, was wir meinen Der Unterschied zu früher: KI verarbeitet keine Schlagwörter mehr, sie erkennt Absichten. Wer heute tippt: „Wir wollen im Sommer mit den Kindern und dem Hund an den Strand“, füttert ein System, das mitdenkt. Die KI kombiniert die Daten im Hintergrund: Sie sieht den Abflugort Berlin, filtert passende Strände von der Ostsee bis Dänemark, prüft Einreisebestimmungen für den Hund und berechnet die Fahrtzeit. Wenn Italien mit dem Camper 18 Stunden dauert, schlägt das System einen Zwischenstopp vor – bevor die Familie auf Höhe München kollektiv die Nerven verliert. Die Maschine zwingt uns nicht mehr in ihre Tabellenlogik, sie passt sich unserer Sprache an. Für uns Reisende fühlt sich das an wie das alte Reisebüro an der Ecke – nur eben digital, rund um die Uhr und mit der Leistung eines Rechenzentrums im Hintergrund. Der neue Luxus und die unsichtbare Sortierung Das klingt bequem: Keine 36 offenen Browser-Tabs mehr, kein nächtliches Vergleichen von Hotelbewertungen. Die KI nimmt uns die kognitive Schwerstarbeit ab. Wir äußern Wünsche, die Maschine sortiert vor. Aber genau hier entsteht eine neue Abhängigkeit. Wenn die KI auswählt, sehen wir nur noch das, was der Algorithmus für relevant hält. Die alte Ergebnisliste war mühsam, bot aber Kontrolle. Die KI liefert weniger Chaos, aber auch weniger Transparenz. Wir bekommen eine kuratierte Antwort. Wer sortiert hier eigentlich für uns? Dabei bleibt offen, nach welchen Kriterien das System filtert: Qualität, Preis, Provision oder Verfügbarkeit? Für Reiseanbieter verschiebt sich der Markt komplett. Früher kämpften sie um Plätze bei Google. Künftig geht es um GEO: Generative Engine Optimization. Wer seine Daten nicht maschinenlesbar bereitstellt, existiert für die KI nicht. Das Angebot ist dann nicht schlecht – es ist schlicht unsichtbar. Die besten Empfehlungen sind nicht automatisch die objektiv besten Reisen, sondern die, die das System am leichtesten verarbeiten kann. Bei Algorithmen zählt vor allem Vertrauen Das erklärt, warum der Mensch die Blackbox retten muss. Je stärker Algorithmen vorsortieren, desto wichtiger wird Vertrauen. KI formuliert beeindruckend, aber sie halluziniert auch. Sie missversteht Verfügbarkeiten oder klebt Details aus unterschiedlichen Quellen zu einem allzu schönen Gesamtbild zusammen. Bei einem Ladekabel ist das egal, bei einer Familienreise für 5.000 Euro nicht. Hier schlägt die Stunde für echte Reisebüros und Touristiker. Sie sind keine analogen Restposten, sondern das Gütesiegel in der Flut. Ein guter Berater weiß, ob das „charmante kleine Hotel“ wirklich charmant ist oder nur winzig. Er weiß, ob der flache Strand für Kinder taugt und wann er dem Kunden sagen muss: „Diese Flugverbindung ruiniert Ihnen den ersten Urlaubstag.“ Das ist Expertise, keine Romantik. Reisebüro stirbt nicht – aber muss besser werden Einfache Buchungsarbeit, das reine Eintippen von Daten und Preisvergleiche, wird die Maschine übernehmen. Menschliche Beratung verschwindet nicht, sie verändert ihren Wert. Erfolgreiche Reisebüros müssen künftig Kurator und Vertrauensinstanz sein. Für junge Touristiker heißt das: KI ist kein Feind, sondern ein Werkzeug. Datenkompetenz, Zielgebietswissen und Empathie gehören ab jetzt zusammen. Brauchen perfekte Reisen etwas mehr Chaos? Vielleicht plant die KI irgendwann den perfekten Urlaub: wetteroptimiert, stressfrei und hundefreundlich. Dann merken wir vermutlich, dass perfekte Reisen langweilig sind. Die besten Geschichten entstehen dort, wo der Plan versagt: im falschen Bus, im seltsamen Restaurant oder in der Pension ohne Website, deren Gastgeber den besten Sonnenuntergang kennt. Der neue Luxus ist nicht die perfekte Maschine, sondern der Mensch, der weiß, wann fünf Prozent Chaos einer Reise guttun. Die schönsten Wochen des Jahres brauchen mehr als Daten: Sie brauchen Vertrauen, Erfahrung und jemanden, der sagt: „Nehmen Sie nicht das perfekte Hotel. Nehmen Sie das, an das Sie sich erinnern werden.“ Die V-I-R Innovationstage und ihre Botschaft Das ist auch das Thema in meinem heutigen Deep Dive Podcast. Inspiriert wurde ich dazu von den, wie immer, hervorragenden Innovationstagen des V-I-R. Bei diesem Verband geht es logischerweise komplett um die „neue Internet-Reisewelt“, und wie sie sich verkaufen lässt. Das klassische Reisebüro ist da eher nicht Mitglied.  Aber gerade deshalb – auch durchaus im Sinne des Stationären Vertriebs – findet im Virtuellen derzeit die Entscheidungsschlacht statt, wie wir in Zukunft unsere Reisen buchen. Wie sehr die KI die Touristik gerade umkrempelt. Es gibt kaum ein spannenderes Thema. Wer hat künftig die beste Expertise und ist der beste Reiseberater und Kümmerer? KI-Impulse für die Zukunft der Beratung Grundlage für unsere Analyse des Status Quo – der sich, wie wir wissen, wahnsinnig schnell und radikal verändern kann – sind zwei Vorträge auf den V-I-R Innovationstagen 2026: Marco Otte-Witte und Florian Pichler von Mainmatter haben sich gefragt, was die neuen KI-Wege der Informationssuche für klassische Reiseangebote und ihre Darstellung bedeuten. Und Henrike Lewerenz (Google), Henning Höne (FDP), Salim Sahi (Holologix) und Marco Otte-Witte (Mainmatter) haben sich, moderiert von Travelholics-Host Roman Borch, vorsichtig der Frage angenähert, ob KI nicht gleich ganz die Tourismus-Branche übernimmt…? Ich denke, in unserem Podcast haben wir es geschafft, die vordergründig sehr technische Seite sehr erlebbar und verblüffend Augen-öffnend zu analysieren. Um den Podcast zuhören, bitte auf das Kopfhörer-Symbol im Titelbild klicken. Der Beitrag KI revolutioniert die Reisebuchung Aus Suchmaske zur Sehnsucht - Stärke der Reisebüros erschien zuerst auf Was mit Reisen.

Money Makers
342: Money Makers Investment Trusts Podcast - Max King (11 Jul 2026)

Money Makers

Play Episode Listen Later Jul 11, 2026 26:06


In this edition of the Money Makers Investment Trusts Podcast, Max King, former fund manager at Investec and writer for Money Week, joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). Their discussion includes overall market optimism despite doom-mongering predictions, the role of Saba in a revived sector, and more! This discussion was recorded on Friday 10 July 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:37 - Introduction 0:00:49 - Doom-mongerers missing the mark 0:04:37 - A change in Prime Minister 0:05:48 - The prospect for UK stocks 0:07:09 - The reducing discounts on investment trusts 0:11:18 - Three notable poor performers 0:14:23 - A short break 0:15:08 - Favourites in the UK 0:16:41 - Exposure to the US, Asia, and the influence of AI 0:18:27 - Max's use of AI 0:20:33 - Pension funds and the UK stock market 0:22:21 - The threat to investment trusts from alternative vehicles 0:23:58 - Gold, bitcoin, and defensive trusts 0:25:16 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of 3i Infrastructure (3IN). Future profiles include AVI Global (AGT) and TwentyFour Select Monthly Income (SMIF). Our weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 340 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

Les Experts
Les Experts : La croissance résiste malgré les défaillances - 10/07

Les Experts

Play Episode Listen Later Jul 10, 2026 27:18


Ce vendredi 10 juillet, les signaux mitigés concernant la croissance économique française, ainsi que la nécessité de réduire les pensions versées aux retraités afin de maîtriser le déficit budgétaire, ont été abordés par Laurent Vronski, directeur général d'Ervor et sécrétaire général de Croissance Plus, Erwan Le Noan, fondateur d'AKA Strategy et directeur de l'IREF, et Rayan Nezzar, professeur à Sciences Po, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Retirement Ready
Mailbag: Military Pension Mistakes & Retirement Decision Paralysis

Retirement Ready

Play Episode Listen Later Jul 9, 2026 9:52


HERO'S Talk Radio by Freedom Financial Radio Network

HERO'S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution. As founders of HERO'S Strategies, … 07/11/26 – HERO’S Talk Radio Read More » The post 07/11/26 – HERO’S Talk Radio appeared first on HERO'S Strategies, Inc..

The Chris Hogan Show
Should I Trust My Pension to Still Be There When I Retire?

The Chris Hogan Show

Play Episode Listen Later Jul 8, 2026 5:37


America's Work Force Union Podcast
SAG-AFTRA on AI Protections, No FAKES Act and the 2028 Pension Merger

America's Work Force Union Podcast

Play Episode Listen Later Jul 8, 2026 44:10


Someone created a deep fake video of SAG-AFTRA's chief negotiator saying false things about the union's own contract during the 2023 ratification vote. Tens of thousands of people saw it before Instagram took it down five days later. It is the kind of story that explains why the fight for AI protections in the entertainment industry matters far beyond Hollywood. On today's episode of America's Work Force Union Podcast, SAG-AFTRA National Executive Director and Chief Negotiator Duncan Crabtree-Ireland discusses a ratified 2026 contract that achieved what the 2023 strike demanded — without another strike. He walks through the contract's two-tiered AI protections covering both digital replicas of real performers and the use of synthetics — AI-generated performances with no human source — and explains the bipartisan No FAKES Act moving through Congress that could give every American a legal right in their own image and voice for the first time. He also discusses the planned merger of the SAG Producers Pension Plan and the AFTRA Retirement Fund, set for early 2028, which will provide retirement benefits to nearly 1,000 SAG-AFTRA members per year who currently earn enough across both plans to qualify but not enough in either one to collect. Visit sagaftra.org for more.

Haws Federal Advisors Podcast
How Unused Sick Leave Adds Months (or Years) to Your FERS Pension

Haws Federal Advisors Podcast

Play Episode Listen Later Jul 8, 2026 5:32


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 Want to schedule a consultation? Click here: https://app.hawsfederaladvisors.com/whatservicemakessense 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.

BiggerPockets Money Podcast
Should You Stay for the Military Pension? The Math Might Surprise You

BiggerPockets Money Podcast

Play Episode Listen Later Jul 7, 2026 62:52


Military service offers more financial advantages than most Americans realize, but is staying for a 20-year pension always the smartest move? In this episode of the BiggerPockets Money Podcast, Mindy Jensen and Scott Trench sit down with Carol and Doug to discuss how military benefits can accelerate financial independence. They cover military pensions, VA disability compensation, TRICARE, reserve retirement, and the opportunity cost of leaving active duty for a civilian career. Carol shares how she left active duty after five years, joined the reserves, and built wealth through disciplined investing. Doug explains why military compensation is worth more than base pay alone, how to think about pensions as a probabilistic asset, and why quality of life should be part of every financial decision. Whether you're active duty, a reservist, a veteran, or pursuing Financial Independence (FIRE), this episode is packed with practical strategies for building long term wealth. To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney  Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Carol and Doug: Carol: https://www.facebook.com/NextGenFinance Doug: militaryfinancialindependence.com AND Nordsnords@gmail.com Resources from Todays Episode: https://themilitarywallet.com/leave-active-duty-for-reserves/ https://militarypay.defense.gov/Calculators.aspx https://militarypay.defense.gov/calculators/rmc-calculator/ https://tricare.mil/Plans/HealthPlans https://militaryfinancialindependence.com/2024/06/27/why-you-file-your-veterans-disability-claim-not-just-how/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

The Money Show
ADNOC to acquire Shell stations in $1Bn deal & FSCA reports R8.3bn in unpaid pension contributions

The Money Show

Play Episode Listen Later Jul 7, 2026 75:35 Transcription Available


Ray White speaks to Ali Siddiqi, Chief Financial Officer at ADNOC Distribution, about the company's definitive agreement to acquire Shell Downstream South Africa in a deal valued at approximately $1 billion (R16 billion). The acquisition includes Shell's network of 580 fuel stations, as well as its wholesale fuel, aviation and lubricants businesses, and forms part of ADNOC Distribution's strategy to expand its footprint across Africa. In other interviews, Zareena Camroodien, Divisional Executive of Retirement Funds Supervision at the FSCA, talks about the FSCA’s latest list of more than 6,000 employers behind on retirement fund contributions, the growing R8.33 billion arrears burden affecting over half a million fund members, and what tougher enforcement could mean for defaulting employers. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
R8.3bn in unpaid pension contributions

The Best of the Money Show

Play Episode Listen Later Jul 7, 2026 9:32 Transcription Available


Ray White speaks to Zareena Camroodien, Divisional Executive of Retirement Funds Supervision at the FSCA, about the body's latest list of more than 6,000 employers behind on retirement fund contributions, the growing R8.33 billion arrears burden affecting over half a million fund members, and what tougher enforcement could mean for defaulting employers. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Manila Times Podcasts
DEAR PAO: Applying for survivorship pension at the Social Security System | July 7, 2026

The Manila Times Podcasts

Play Episode Listen Later Jul 7, 2026 3:03


DEAR PAO: Applying for survivorship pension at the Social Security System | July 7, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Jill on Money with Jill Schlesinger
Pension Options and Roth Conversions

Jill on Money with Jill Schlesinger

Play Episode Listen Later Jul 6, 2026 25:52


With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠"Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Divorce Master Radio
What Happens to Your Pension in a Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jul 4, 2026 0:23


Regionaljournal Basel Baselland
Traditionslokal in Gefahr: Confiserie Schiesser meldet Konkurs an

Regionaljournal Basel Baselland

Play Episode Listen Later Jul 3, 2026 27:39


Das Kaffeehaus mit Backstube am Basler Marktplatz gibt es seit 1870, es ist eines der ältesten der Schweiz. Gestern meldete der Betrieb Konkurs an – die Stammgäste zeigen sich betroffen. Ausserdem: - Coop-Passerelle in Pratteln wird nicht weitergebaut – Stimmrechtsbeschwerde muss geklärt werden - Finanzkommission Landrat zufrieden mit Geschäftsbericht der Pensionskasse BL - Fussball-Morgestraich: Reportage aus einem Public Viewing «Schweiz vs. Algerien» - Wochengast: Grenzwache-Kommandant Roger Zaugg geht nach 40 Jahren in Pension

Regionaljournal Basel Baselland
ZACK-Demo mit Nachhall: Grosse Schäden und politische Empörung

Regionaljournal Basel Baselland

Play Episode Listen Later Jul 2, 2026 22:12


Die Demonstration am Abend in Basel im Zusammenhang mit der Besetzung im Klybeck-Quartier hat Spuren hinterlassen. Einerseits wurden viele Gebäude verschmiert. Andererseits hallt die Demonstration politisch nach. Bürgerliche fordern Konsequenzen, Links gibt es auch Verständnis. Ausserdem Thema: · Schiesser meldet Konkurs an · Frank Walter Steinmeier zu Besuch in Riehen · Teufelhof-Chefkoch Michael Baader geht in Pension

HERO'S Talk Radio by Freedom Financial Radio Network

HERO'S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution. As founders of HERO'S Strategies, … 06/04/26 – HERO’S Talk Radio Read More » The post 06/04/26 – HERO’S Talk Radio appeared first on HERO'S Strategies, Inc..

Ring P1 - 099-510 10
Föreningslivet, elstöd, pension

Ring P1 - 099-510 10

Play Episode Listen Later Jul 1, 2026 29:55


Ring P1 från Göteborg om bland annat föreningslivet, elstöd, pension och idrott efter skoltid. Programledare: Carina Holmberg, producent: Tove Orrbeck Lyssna på alla avsnitt i Sveriges Radios app.

The Best of Azania Mosaka Show
Finance Feature: What happens to your pension or provident fund when you resign?

The Best of Azania Mosaka Show

Play Episode Listen Later Jul 1, 2026 11:10 Transcription Available


Relebogile Mabotja speaks to Luca Folpini a Holistic Financial Advisor about what happens when you resign from a job, your salary stops and what happens to the pension or provident fund you have been contributing to? Do you take the money, move it, or preserve it? 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

City Cast Philly
Can a Free July 4 Concert Keep You in Philly? Plus, Pension Loophole & SEPTA Housing

City Cast Philly

Play Episode Listen Later Jun 30, 2026 40:48


Are you sticking around for the semiquincentennial celebrations this weekend? Host Trenae Nuri, senior producer Abby Fritz, and Fae Ehsan, a board member of the urbanist group 5th Square Advocacy, make a list of pros and cons to help you decide. Plus, they discuss the couple in City Hall taking advantage of a retirement incentive — without retiring — and the neighborhoods that could get more housing near public transit.  Our Tuesday news roundups are powered by great local journalism:  Fourth of July travel: Best and worst times to travel in Philly region This Philly City Hall power couple stands to reap up to $750K by briefly retiring — then continuing to work for the city Philly has a new law to boost development around transit. Which neighborhoods will benefit? The Other Way Mayor Parker is Stepping Up for Transit Our newsletter has Philly news & events in your inbox every weekday morning. Call or text us: 215-259-8170 Instagram: @citycastphilly Support our show and get great perks as a City Cast Philly Neighbor: membership.citycast.fm Advertise on the podcast or in the newsletter: citycast.fm/advertise Learn more about the sponsors of this episode: Four Seasons Philadelphia Brooklyn Bowl Philly Philadelphia Union Arbor

Ask Martin Lewis Podcast
Question Time: Is saving 15% of my salary into my pension enough? How long do I keep financial docs? ISA rules when I die?

Ask Martin Lewis Podcast

Play Episode Listen Later Jun 29, 2026 40:15


In our Question Time podcast, Martin Lewis gives you answers on anything and everything, including: I'm 23 and saving 15% of my salary into my pension, is that enough? I'm starting to see my credit card debt grow, what should I do? How long should I keep my financial documents for? What happens to an ISA when you die? Plus, we have a shares Junior ISA success! If you want to ask Martin a question, you now can! His Question Time podcast lets you ask Martin absolutely anything and everything (within reason!). So, if you've always wanted to know his favourite weather, which factor suncream he uses, or have a very complicated question about your finances, email it to MartinLewisPodcast@bbc.co.uk.

Scottish Property Podcast
Pension Funds Are Buying Rental Homes — So Is Buy-to-Let Really Dead?

Scottish Property Podcast

Play Episode Listen Later Jun 29, 2026 43:19


Pension funds are quietly buying up rental homes across Scotland. If buy-to-let was dying, nobody told them.

Unf*cking The Republic
Is Private Credit the Pin That Pops the Bubble?

Unf*cking The Republic

Play Episode Listen Later Jun 28, 2026 29:56


Is private credit the pin that pops the market bubble? The short answer is no—but that’s the wrong question entirely. Private credit is now a $1.8–$3.5 trillion market, rivaling the entire U.S. leveraged loan and high-yield bond markets combined. It’s direct lending, shadow banking, and middle-market finance all rolled into one, and firms like Ares, Apollo, Blackstone, Blue Owl, and Morgan Stanley are at the center of it. Business development companies (BDCs), are gating redemptions. Pension funds, insurance companies, and retail investors are all exposed. And the Financial Stability Board issued a formal warning in May 2026. So what is private credit, how did it get this big, and what does it actually mean for the broader economy if it seizes up? In this episode, Max breaks down the entire private credit ecosystem—from its origins in post-2008 regulation to the mechanics of SOFR-linked floating rate loans, PIK interest, covenant-lite structures, and the $410–$540 billion in bank lending that ties the whole system together. We look at the BDC redemption crisis of 2025 and 2026, the First Brands and TriColor fraud cases and Jamie Dimon’s cockroach comment that won’t go away. Resources J.P. Morgan: Understanding Private Credit Bloomberg Television: Why Private Credit Is Not a Financial Crisis Threat Blackstone: What’s Really Happening in Private Credit? Expert Answers CNBC Television: Inside Alts: Private credit fears resurface CNBC Television: This is the start of a big crisis for private credit, says Verdad’s Rasmussen The Federal Reserve: Bank Lending to Private Credit: Size, Characteristics, and Financial Stability Implications Federal Reserve Bank of Boston: Could the Growth of Private Credit Pose a Risk to Financial System Stability? IMF eLibrary: Chapter 2 The Rise and Risks of Private Credit in: Global Financial Stability Report, April 2024 Financial Stability Board: FSB warns on private credit vulnerabilities NAIC: How State Insurance Regulators are Responding to Growth in CLOs and Private Credit Bloomberg: Ares Private Credit Fund Caps Redemptions After 14% Seek to Exit Bloomberg: Apollo Caps Private Credit Fund After 17% Request to Exit Bloomberg: Private Credit Is Still a Hot Asset for Bond Investors Buying Debt Bloomberg: Morgan Stanley Caps Private Credit Fund After 11.6% Exit Request Bloomberg: Cliffwater Private Credit Fund Stung by 17% Redemption Requests Bloomberg: Blackstone Limits Withdrawals From $79 Billion Private Credit Fund BCRED Bloomberg: Private Credit BDC Redemptions Exceed Fundraising for First Time The Lead Left: Middle Market & Private Credit – 1/5/2026 - The Lead Left Financial Times: US debt investors raise alarm over lending standards UNFTR Resources Video: Will Private Credit’s Death Spiral Pop the Market Bubble? Essay: Is Private Credit the Pin That Pops the Bubble? UNFTR Newsletter UNFTR Progressive Trivia -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Money Box
Civil Service Pension Debacle and Cheaper Energy?

Money Box

Play Episode Listen Later Jun 27, 2026 24:59


The PCS union is calling for Capita to lose its contract to administer the Civil Service Pensions scheme six months after it took over. It follows problems which have seen thousands of retired civil servants waiting months for pension payments. The Union says it would like the contract to be managed by the government instead. Capita says it is making progress on getting things 'back to normal levels' and that it's got extra trained staff working on the backlog.Why is the take-up of child benefit, which is worth at least £1,400 per year, at its lowest level for more than twenty years? HMRC says it works with 'many partners' to promote take-up and provide information to new parents in hospitals across the UK. But what else can be done?A debt advice provider calls for a new social energy tariff to give cheaper gas and electricity to those on lower incomes, ahead of price rises in July.And, the new rare bank note to celebrate Scotland qualifying for the World Cup for first time in more than 25 years.Presenter: Paul Lewis Reporters: Hannah Mullane and Jo Krasner Researcher: Catherine Lund Editor: Jess Quayle(First broadcast 12pm Saturday 30th May 2026)

Talkback
Should politicians convicted of serious crimes lose their public pension?

Talkback

Play Episode Listen Later Jun 24, 2026 31:22


Current rules do not automatically remove pensions after conviction. Critics want reform.

Your Money, Your Wealth
Roth Conversions vs. RMDs: Which Tax Bill Hurts More? - 587

Your Money, Your Wealth

Play Episode Listen Later Jun 23, 2026 44:15


Financial Assessment (Meet with an experienced professional):https://bit.ly/PureFreeAssessment11 rapid-fire spitballs today from Joe Anderson, CFP®, and Big Al Clopine, CPA, on Your Money, Your Wealth® podcast number 587, on everything from Roth conversions and RMDs to whether a guy named Wayne can finally treat himself to a seventy-five-thousand-dollar Audi. Aaron in Syracuse just hit a million bucks in his 401(k) and realizes he needs a spitball on keeping his RMDs low. Do new Roth conversions restart the 5-year clock? 72-year-old Mike in Texas wants to know. Marion inherited a not-yet-five-year-old Roth, and an IRMAA problem along with it. Lu and Stephen each argue that the fellas' conversion and retirement spitball math might be misleading. Teachers Tony and his wife have pensions that cover everything, so should they even keep saving? John and Peggy need a retirement spitball, Rajesh wonders if he should pay off his mortgage or convert to Roth, and Mike in San Marcos asks about funding a Roth with pension money.Free Financial Resources in This Episode: https://bit.ly/ymyw-587 (full show notes & episode transcript)Retirement Accounts Guide - free download:https://purefinancial.com/white-papers/retirement-accounts-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-retirement-accounts-guide&utm_content=ymyw-pod-ep587-description-whitepaper401(k) vs. IRA vs. Equity Compensation: The Real Math - YMYW TV:https://purefinancial.com/ymyw/episodes/recipe-for-retirement-retirement-plans-explained/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep587-description-tv-s10e12Financial Blueprint (free, self-guided):https://purefinancial.com/financialblueprint/?utm_source=captivate&utm_medium=podcast&utm_campaign=financial-blueprint&utm_content=ymyw-pod-ep587-description-blueprintREQUEST your Retirement Spitball Analysis:https://bit.ly/AskJoeAndAlDOWNLOAD more free guides:https://bit.ly/PureGuidesREAD financial blogs:https://bit.ly/PureFinBlogWATCH educational videos:https://bit.ly/PureEdVideosSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWNewsletterConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - Intro: This Week on the YMYW Podcast01:32 - $1.1 Million in My 401(k) at 56: Should I Do Roth Conversions Before RMDs Hit? (Aaron, Syracuse, NY04:51 - Can You Fund a Roth IRA With Pension Money? (Mike, San Marcos, CA)06:14 - Can You Roll an UTMA Into a 529 for Tax-Free Education Savings? (Bob the Builder, Westchester, NY)10:29 - I'm 72 With a 25-Year-Old Roth. Do New Conversions Trigger the 5-Year Clock for Roth Withdrawals? (Mike, TX)11:43 - Inherited a Roth Less Than 5 Years Old: Are the Earnings Taxable? Can IRMAA Be Avoided? (Marion)15:59 - You Ignore Future Income! How to Spitball Spending When a Pension and Social Security Are Coming (Stephen)21:02 - Are Your Roth Conversion Calculations Misleading? Why Future RMDs Need an Inflation Check (Lu)24:57 - We're Teachers With Pensions That Cover Everything. Should We Stop Saving and Fund the 529s? (Tony, NY28:23 - $4 Million and Ready to Exit the Rat Race at 61. Do the Numbers Work? (John and Peggy, San Jose, CA34:37 - $4 Million 401(k) and a 6.5% Rental Mortgage: Pay It Off or Convert to Roth? (Rajesh)38:42 - We're 62 With $1 Million. Can I Finally Buy the $75K Audi, or Should I Lease? (Wayne, Long Beach, NY)43:17 - Outro: Next Week on the YMYW Podcast

All About The Archers - A podcast about
Keira Speaks at Last, Brian's Toast Goes Down Badly & Adam's Pension Problem | Archers Week in Review

All About The Archers - A podcast about

Play Episode Listen Later Jun 23, 2026 16:20


Philippa and Katie cover the week in Ambridge — Sunday 21st to Tuesday 23rd June — and it's a big one for new voices and old grudges.Keira finally speaks for the first time, and fits straight into the Aldridge/Pritchard family dynamic. George appears to have had a complete personality transplant — is "nice George" here to stay, or is something brewing? Anne-Marie's hovering is reaching new levels of intensity. Ruth gets roped in as mediator between Adam and Brian, with predictably chaotic results. And Brian wants Kate to toast the dissolution of the partnership — she is having absolutely none of it.Plus: Adam's terrifying lack of pension planning, the countdown to the Borchester show, predictions for the mystery celebrity guest, and a big thank you and good luck to Katie ahead of her wedding in two weeks.Topics covered: Keira | George Grundy | Anne-Marie | Brian Aldridge | Adam Macy | Kate Aldridge | Ruth Archer | Borchester show | Lillian Bellamy | Tony Archer | The Archers June 2026You can BUY US A COFFEE here: buymeacoffee.com/allaboutthearchersYou can buy our MERCH here: https://www.redbubble.com/people/aboutthearchers/shopDo join our FACEBOOK Group: https://www.facebook.com/groups/1127587031446013/ Hosted on Acast. See acast.com/privacy for more information.

The Broadcast Retirement Network
#PAYGO vs. Fully Funded: #SocialSecurity isn't Funded like a #Corporate #Pension

The Broadcast Retirement Network

Play Episode Listen Later Jun 23, 2026 20:56


#thismorning | #PAYGO vs. Fully Funded: #SocialSecurity isn't Funded like a #Corporate #Pension | Andrew Biggs, PhD., American Enterprise Institute| #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

The Chris Hogan Show
Should I Retire Now or Work Longer for a Bigger Pension?

The Chris Hogan Show

Play Episode Listen Later Jun 22, 2026 6:43


Thinking Crypto Interviews & News
URGENT! IT'S MAKE OR BREAK FOR CLARITY ACT THIS WEEK! HUGE PENSION INVESTS IN CRYPTO!

Thinking Crypto Interviews & News

Play Episode Listen Later Jun 22, 2026 13:44 Transcription Available


Crypto News:The Senate is holding emergency meetings this week ont he clarity act. Tech, crypto firms to help tackle illegal wildlife trade. Japan's National Business Corporate Pension Fund to allocate 1% of its assets to cryptocurrencies.

Gimme Some Truth
Wisconsin Retirement System Explained — What Every WRS Participant Should Know

Gimme Some Truth

Play Episode Listen Later Jun 22, 2026 21:32


The Wisconsin Retirement System is one of the best-funded public pension plans in the country — but most participants don't fully understand how it works or how to maximize it.In this episode of Gimme Some Truth, Nate, Andrew, and Clint break down everything you need to know about the WRS and ETF. Whether you're a state employee, teacher, or public sector worker in Wisconsin, this episode is packed with practical insight to help you make smarter decisions with your retirement benefits.Topics include how the pension actually works, the Core vs. Variable investment decision, what to do as retirement approaches, common misconceptions that cost people money, and how to think about it if you're considering leaving public service for a private sector role.

Founded & Grounded
Splutter: Held Hostage in Beirut for 45 Minutes. Later Dave Risked His Pension to Buy the Business He Worked For.

Founded & Grounded

Play Episode Listen Later Jun 22, 2026 139:06


Surviving crisis - from a Beirut hostage ordeal to losing every client overnight. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/founded. Application times may vary. Rates may vary.  Dave Mason has survived two crises most people never face: being held hostage for 45 minutes in Beirut and every client cancelling in a single afternoon. Now he helps companies survive theirs.  ⚠️ Note: this episode contains a first-hand account of violence and trauma (a hostage situation and PTSD).  Listener discretion advised. In 2006, Dave Mason was reporting on displaced families in Beirut when his car was surrounded by a mob. For 45 minutes, he and his colleague held on in the back of that car, fighting for their lives, punched, robbed, and threatened- before, of all groups, Hezbollah ended up getting them to safety, and he was taken to meet the Prime Minister of Lebanon.  This is not the only crisis Dave has survived. From a media-obsessed teenager -  fired up by a single teacher's offhand comment - Dave built a 30-year career spanning local radio (he founded the much-loved Orchard FM), GMTV breakfast TV and NATO media training. Then he backed himself, financing a management buyout against his own pension to buy the agency he worked for. Three months later, COVID hit and every single client cancelled in one afternoon. This is how he rebuilt in 48 hours, turned crisis into a four-day-week business, and spun out Splutter -  a real-time social media crisis simulator now used in one of the world's largest financial-sector crisis exercises (1,000+ participants, Hong Kong).  Along the way: honest financial advice for freelancers, why local media still matters, what AI really means for PR, and why your health is worth more than the money. If you're a founder weighing up a risky bet, a management buyout, or how to survive when the market disappears overnight, this one's for you.  KEY TAKEAWAYS  1. Resilience is adaptability. Dave didn't survive COVID by waiting it out,  he rebuilt in 48 hours and pivoted his media training into a digital-first product. When the market vanishes, the move is to reshape what you offer, fast.  2. Use AI to amplify people, not replace them 3. Your health is the real wealth. Dave's line "if you've got your health, you are a millionaire" lands hard. Money is the trade-off freelancers make; protecting your wellbeing is what makes the success sustainable.  WHAT WE COVER - Beirut, 2006: 45 minutes that became a near-death experience - and the PTSD treatment that followed - The teacher's comment that lit the fire, and breaking into media with cold letters as a 15-year-old (75 rejection letters kept to this day) - Founding Orchard FM - why local radio mattered, and what we lost when the corporates took over - The freelance reality: "no show, no dough", saving for sickness, and the holiday that costs double - Financing a management buyout against your pension - and what the regulators put him through - The COVID afternoon every client vanished - and the 48-hour pivot that saved the business - Building Splutter: simulating thousands of hostile avatars to stress-test real organisations - What AI really means for PR, focus vs adaptability, and why careers only make sense looking backwards 

MoneyWise on Oneplace.com
What Does Tithing Look Like in Retirement? with Anthony Saffer

MoneyWise on Oneplace.com

Play Episode Listen Later Jun 18, 2026 24:57


During our working years, giving often feels straightforward. A paycheck comes in, and many believers give a set portion from that income. But retirement can make the question more complicated. That's why Anthony Saffer, CEO of One Degree Advisors, a Certified Financial Planner, Certified Kingdom Advisor® (CKA®), and host of the Retire Confidently YouTube channel, joined the show today to help retirees think wisely and biblically about giving in this season of life. Instead of a single paycheck, income may come from Social Security, pensions, investments, rental income, or savings. Some of that money may represent new earnings or investment growth. Some of it may be money already earned—and perhaps already tithed on—during the working years. So how should Christians think about tithing in retirement? The goal is not to create a perfect formula, but to pursue faithful, joyful generosity before the Lord. Giving Begins with the Heart Before considering the practical details, it's important to begin with the biblical foundation. 2 Corinthians 9:7 says, “Each one must give as he has decided in his heart, not reluctantly or under compulsion, for God loves a cheerful giver.” While Christians may differ on how the Old Testament tithe applies today, Scripture consistently calls God's people to generosity. Giving is not meant to be driven by guilt, fear, or pressure. It is a response to God's grace. That remains true in every season of life—including retirement. For many believers, the tithe continues to serve as a helpful starting point. Randy Alcorn has called it the “training wheels of giving” because it provides structure, consistency, and a simple framework for generosity. But the tithe is not the finish line. It is a starting point for a life of open-handed stewardship. Why Retirement Makes Giving More Complicated In retirement, the question often becomes less about whether to give and more about how to apply giving wisely. That's because retirement income can come from several sources. Social Security may reflect years of payroll taxes. Pension income may include contributions from both the employee and employer. Investment withdrawals may include both principal and growth. Brokerage accounts, IRAs, and rental income can blur the lines even further. This is where the distinction between “increase” and “return of principal” becomes helpful. Increase refers to new earnings or growth. A paycheck is typically easy to identify as an increase. Investment gains, interest, dividends, or employer-funded benefits may also fall into that category. Return of principal refers to money already earned or contributed in the past. For example, if you withdraw money from an account that was funded with income you already tithed on, part of that withdrawal may simply be returning money you previously set aside. That distinction does not answer every question, but it gives retirees a helpful lens for thoughtful giving. Approach One: Give on the Increase One option is to tithe on the portion of retirement income that represents new growth or increase. For example, someone withdrawing from an investment account may try to estimate what portion of the account represents original contributions and what portion represents growth. The tithe could then be based on the growth portion rather than the full withdrawal. This approach may be especially meaningful for those who tithed consistently on gross income during their working years and want to avoid “re-tithing” on money they already gave from. Of course, the calculation will rarely be exact. Many retirees may not have decades of contribution records available. In that case, it may be wise to review statements, consider contribution history, and choose a reasonable estimate that can be applied consistently. The goal is not precision for precision's sake. The goal is thoughtful, intentional stewardship. Approach Two: Give on Income as It Is Received A second approach is to tithe on retirement income as it is received, including Social Security, pension payments, and investment withdrawals. This mirrors the way many people gave during their working years: income comes in, and a portion is given back to the Lord. The benefit of this approach is simplicity. It avoids ongoing calculations and allows giving to remain consistent and easy to understand. For many retirees, that clarity helps them stay faithful in their generosity. Some may ask, “But wouldn't that mean I'm giving again on money I already tithed on?” In some cases, yes. But those who take this approach often prioritize generosity over precision. They see every provision as a gracious gift from God and respond by giving systematically and joyfully. For them, the question is not, “What is the least I am required to give?” but, “How can I continue to honor the Lord with what He has entrusted to me?” Which Approach Is Best? There is not one answer that fits every retiree. Some believers value precision and want to avoid double-counting. Others value simplicity and consistency. Some are working with tight retirement budgets and need to think carefully about sustainable giving. Others may be able to give more generously than ever before. Married couples should talk and pray through the decision together. A financial advisor who understands biblical stewardship can also help retirees evaluate their income sources, giving goals, and long-term needs. What matters most is that the decision is made prayerfully, joyfully, and without compulsion. Both approaches can honor the Lord when they flow from a heart of gratitude and faithfulness. Faithfulness Is Not a Math Equation It is easy to overcomplicate giving in retirement. Some may feel pressure to find the perfect formula. Others may feel guilty because they are unsure whether they are doing enough. But Scripture points us back to the heart. Jesus warned against a kind of religious precision that counted every detail while neglecting justice, mercy, and love. Giving matters, but it must never become merely a calculation. It is an act of worship. So when the paycheck stops, and retirement income begins, the question is not simply, “What counts as income?” The deeper question is, “How can I continue to reflect God's generosity in this season?” Retirement may change the way income arrives, but it does not change the calling to steward faithfully. Whether you give based on estimated increase or on income as it is received, the goal is the same: faithful, joyful giving that honors God and blesses others. In the end, tithing in retirement is not about perfect math. It is about a faithful heart. On Today's Program, Rob Answers Listener Questions: My mom is 78 and still manages her own finances, but we're planning ahead. She doesn't want a general power of attorney because she wants to keep control for now. She's interested in a springing power of attorney, but I'm having trouble finding one. How can we get that set up? I live in Magnolia, Texas, where many families can't afford youth sports like flag football, baseball, or jiu-jitsu. I've been meeting with kids at the park once a week, but the group is growing, and I need help with equipment. How do I ask NFL teams or others for sponsorship? Do I need to start a nonprofit first, or can I seek support as I am? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) One Degree Advisors | Retire Confidently | Anthony Saffer & Alex Okugawa Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor® (CKA) FaithFi App Remember, you can call in to ask your questions every weekday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

REL Freedom Podcast
Tim Kelly - Why I Walked From Military Pension

REL Freedom Podcast

Play Episode Listen Later Jun 18, 2026 28:17 Transcription Available


What would it take for you to walk away from a guaranteed pension… and bet on yourself instead?F ormer United States Navy Chief Petty Officer Tim Kelly made one of the boldest decisions of his life: leaving the military four years before retirement eligibility to pursue true financial freedom through real estate, mindset, and high-performance living.After spending 15 years leading under pressure in the Navy, he realized he wanted more than just security—he wanted freedom of time, freedom of choice, and the ability to build a life fully on his own terms. That journey led him deep into real estate investing, personal growth, and wealth-building strategies that ultimately helped him become involved in nearly 2,000 commercial real estate units.Today, he serves on the Board of Directors for Active Duty Passive Income, is a certified High Performance Coach, and co-authored the bestselling book “Military House Hacking,” helping service members, veterans, and entrepreneurs create financial independence through disciplined execution and intentional living. We dive into military leadership, mindset shifts, building passive income, overcoming fear, and what it really takes to transition from a life of structure and certainty into entrepreneurship and investing. SUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY ✅ http://relfreedom.tv  GET STARTED INVESTING TODAY AND ACCESS OUR DEAL LIST! 

The Daily Sun-Up
As Colorado's pension suffered, investment managers' bonuses grew

The Daily Sun-Up

Play Episode Listen Later Jun 17, 2026 28:38


Today we’re talking to Brian Eason, a Colorado Sun investigative reporter and the assistant editor of our politics and policy team. Last week, the Colorado Sun published a stunning investigation by Brian into huge bonuses worth six figures given to investment managers at Colorado PERA, the largest public pension plan in the state. Read more: https://coloradosun.com/2026/06/08/colorado-pera-staff-bonuses-shrinking-pension-fund-analysis/See omnystudio.com/listener for privacy information.

Jill on Money with Jill Schlesinger
Can I Take My Pension and Run?

Jill on Money with Jill Schlesinger

Play Episode Listen Later Jun 16, 2026 14:01


We have saved over the past 30 years, live frugally, and I am hoping I can retire in July 2027, or possibly sooner. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠"Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

money pension joel goodman
The Planning For Retirement Podcast
127: (Case Study) Pension + Social Security + $2 Million Saved...The Retirement Planning Opportunities Change!

The Planning For Retirement Podcast

Play Episode Listen Later Jun 16, 2026 22:12


⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Many retirees spend decades worrying about whetherthey'll have enough money.But what happens when you've already solved the incomeproblem?In this case study, we examine a 65-year-old retiree witha $1.9 million portfolio, an $85,000 pension, and Social Security benefits thatcover nearly all of her retirement spending needs.We discuss:Why retirement planning changeswhen income is already covered How pensions affect investmentstrategy Roth conversion opportunitiesbefore required minimum distributions begin Lifetime gifting strategies foradult children Charitable planning usingQualified Charitable Distributions (QCDs) Creating a tax-efficient legacyIf you've accumulated significant retirement assets andwant to optimize retirement, this episode is for you.The big question isn't whether you can retire.It's what to do next after you've already won theretirement income game.Connect with me here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Followthe podcast​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠JoinMy Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠***This is for general education purposes only and shouldnot be considered as tax, legal or investment advice.

99% Invisible
100 Objects #3: The Pension Files

99% Invisible

Play Episode Listen Later Jun 5, 2026 43:24


What do Civil War pension files reveal about one of history's most successful slave rebellions? Historian Edda Fields-Black joins Roman to trace a story of fire, flight, and freedom — beginning on a South Carolina rice plantation in 1863, where a Union raid liberated over 700 people in a single night. By unearthing Black soldiers' testimonies buried in military pension applications, they resurrect not just the raid, but the lives and communities it transformed. Subscribe to SiriusXM Podcasts+ to listen to new episodes of 99% Invisible ad-free and a whole week early. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.