Podcasts about pensions

Oklahoma Republican Senator Markwayne Mullin, a former MMA fighter who serves on the Senate Committees on Armed Services, Environment and Public Works, and Health, Education, Labor, and Pensions, joined The Guy Benson Show today to reflect on the evil assassination of Charlie Kirk in Utah. Mullin spoke about the Charlie Kirk he knew personally as a close friend, father, and follower of Jesus, and he and Guy discussed the urgent need to stop the rising tide of political violence that is plaguing the nation. The senator also briefly addressed the president's nomination process, explaining why Senate Republicans are turning to the "nuclear option" to push Trump's nominees through as Democrats grind the process to a historic halt. Listen to the full interview below. Learn more about your ad choices. Visit podcastchoices.com/adchoices

An impromptu cabinet reshuffle last Friday has seen Pat McFadden take the reigns at the Department of Work and Pensions, DWP. But who is he? And could this mean that the benefits arguments will reopen after the big government climbdown back in the summer?A report this week shows that people with learning disabilities are still dying significantly earlier compared to the general population. The LeDeR review regularly tracks the problem of appropriate medical care for those who can't communicate easily. (With thanks to Mencap for helping us put this piece together).Plus neurodivergent workers who don't perform at their best when tied to a desk (metaphorically speaking). Accessible pregnancy tests for blind women. And some great lyrics from songwriters who reflect their disability experience in their music.Presented by Emma Tracey with Alex Collins Sound Mixing: Dave O'Neill Producers: Alex Collins, Emma Tracey, Lucy Proctor and Phoebe Keane. Editor: Damon RosePlay the programme on your smart speaker, just say: "Ask BBC Sounds for Access All"Share the programme with friends and family and email us on accessall@bbc.co.uk

In today's episode Ang talks with Susan Bennett, a chartered financial planner specializing in divorce financial planning. Susan shares expert insights on the importance of financial advice during and after divorce, focusing on long-term planning for income, housing, children's expenses, and pensions. They discuss the emotional aspects of divorce finances and the benefits of having a financial neutral to help both parties reach amicable agreements. Susan also explains Advanta Wealth's specialist divorce proposition, offering fixed-price financial planning packages to help those navigating the financial challenges of divorce with empathy and clarity.   (00:00) Introduction to Susan (01:02) Financial Planning During Divorce (01:16) Guest Introduction: Susan Bennett (03:13) The Importance of Financial Advice in Divorce (07:22) Building Financial Models for Clients (19:34) The Role of Financial Neutrals (23:26) Financial Considerations During Divorce (27:00) Emotional Support in Divorce (28:36) Common Financial Mistakes in Divorce (29:54) Pension and Inheritance in Divorce (31:54) Personalized Financial Planning (34:54) Advanta's Divorce Support Services (39:02) Conclusion and Final Thoughts KEY TAKEAWAYS Early financial planning in divorce helps reduce fear and leads to better long-term outcomes.   Modeling different financial scenarios provides clarity for decisions on housing, income, and children's needs.   Pensions and future retirement funding are often overlooked but crucial to secure financial stability post-divorce.   Divorce financial advice should be empathetic and tailored to individual lifestyles and needs. BEST MOMENTS   "Fear around money was huge... what price do you put on that emotional peace of mind?"   "You don't really want your lifestyle to be compromised... everyone is completely unique."   "If everybody could get to a stage to do it amicably, life would be quite different."   "People not being open and honest makes it very difficult to get the best results for them." EPISODE LINKS Advanta Wealth on LinkedIn https://www.linkedin.com/company/advanta-wealth-ltd/ Advanta Wealth's specialist divorce proposition offering independent financial advice with fixed-price packages for divorce planning. Visit https://www.advantawealth.co.uk/services/divorce/ Susan on LinkedIn https://uk.linkedin.com/in/susanbennett3   Use the link below to sign up to the TalkingParents App. 30 Day FREE trial available alongside a completely FREE option too!   https://talkingparents.com/dirhm   If you enjoy this podcast here is the link to the book 'Do I Really H*te Men?'. It's packed with actionable and inspirational content to help you think, feel, heal and create your beautiful life that you deserve!   UK: https://www.amazon.co.uk/dp/1068789107 USA: https://www.amazon.com/dp/1068789107   Exciting news! I now have four powerful and affordable course downloads available in my Patreon Shop—starting at just £20. Each one is designed to help you take meaningful steps forward in your healing and growth journey.  

AP correspondent Charles de Ledesma reports a Russian glide bomb attack in eastern Ukraine has left at least 21 people dead.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! This episode from America’s Retirement Headquarters reframes retirement not as a static endpoint but as a continuously evolving chapter. Nolan Baker, President and CEO of ARHQ, emphasizes: Retirement Readiness: It’s not just about hitting a number—it’s about understanding your expenses, income sources, and risks like healthcare and market volatility. Proactive Tax Planning: Nolan discusses how retirees can shift assets into tax-free buckets to extend the longevity of their savings. Smart Investment Adjustments: The episode highlights the importance of adapting investment strategies post-retirement to preserve wealth and generate income. Resilience and Empowerment: With pensions shrinking and lifespans increasing, retirees are encouraged to embrace technology, rethink outdated strategies, and build a financial life aligned with their values. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing one location for your entire retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

What if your million-dollar retirement nest egg isn’t enough? On this episode of the Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down why guaranteed income—not just savings—is the real key to financial peace of mind. They explore strategies like creating your own pension, maximizing Roth IRA conversions, and preparing for retirement without relying solely on market performance. Plus, they tackle estate planning essentials and how to avoid costly tax mistakes. It’s a must-listen for anyone serious about securing their financial future. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Corporate careers don't offer the same safety net they once did. Pensions are gone, promotions are slow, and many roles feel like dead ends. That's why more professionals are turning to side hustles—and Kendall Berg is one of them. In this episode of Secrets of the Career Game, Kendall shares how she built a career coaching business while still working a demanding corporate job. She breaks down what it really takes to launch without waiting for the “perfect plan,” how one TikTok video changed everything, and the pricing mistakes that nearly burned her out. With candor and a bit of irony about corporate culture, Kendall shows why messy action, social media, and smart pricing are the real game-changers. In this episode, we discuss: Why are so many professionals starting side hustles in 2025? How can you balance a corporate job and a growing business? What's the real secret behind going viral and turning followers into clients? How do you know if you're charging enough for your services? What systems make scaling a side hustle actually possible?

From the BBC World Service: Up to now, bosses and employees in China have frequently bypassed pension regulations in return for higher wages; from this week, however, the rules are being enforced. We'll hear more. Plus, Jaguar Land Rover's embattled management has told staff to stay at home until Tuesday following a cyberattack. And, with fuel prices in Nigeria quadrupling over the last two years, many farmers are now tapping into the sun's energy to keep water flowing.

From the BBC World Service: Up to now, bosses and employees in China have frequently bypassed pension regulations in return for higher wages; from this week, however, the rules are being enforced. We'll hear more. Plus, Jaguar Land Rover's embattled management has told staff to stay at home until Tuesday following a cyberattack. And, with fuel prices in Nigeria quadrupling over the last two years, many farmers are now tapping into the sun's energy to keep water flowing.

After a much-needed long break, The Sh*t Show is back, and while we have an amazing line-up of guests to discuss all angles of the polycrisis between now and the end of the year, this show is just the four of us, making sense of everything that's been going on these last couple of months. It's been something hasn't it?Where do we even start? The US moving towards an authoritarian state might be a good place, and at least we know Trump is still alive now. Or should we focus on the surge in anti-immigration protests around the globe, bringing some common sense to the discussion? Gaza and Ukraine continue, with forever wars on the horizon, and is China making its play to be the world leader?The climate emergency continues to accelerate with scientists getting increasingly urgent in their message, and of course, AI maintains its place in the headlines – the good, the bad and the ugly. We also have the global economy in the mix of everything that's going on and understanding that is critical. How do we get ready for such an uncertain future – whether its losing our jobs to AI or societal collapse due to geopolitics, climate calamities, war, or more? It's a complex time, people are seriously struggling with their mental health, the far-right movement is on the rise, and even if we don't acknowledge it, something has got to give. No doubt the anticipation of that is not helping anyone. Yep, it's intense, so tell us - what's another big topic front of mind for you?Come and join us, get caught up, this Friday 5th September 2025, 8am UK, 9am EU, 2pm TH, 3pm SG, 5pm AEST. Streaming across various locations, and no doubt about it, we'd love your support. The Sh*t Show is a Livestream happening every Friday, where Andrea T Edwards, Dr. David Ko, Richard Busellato and Joe Augustin, as well as special guests, discuss the world's most pressing issues across all angles of the polycrisis, working to make sense of the extremely challenging and complex times we are all going through, plus what we can do about it. Help us move the needle so we can change the name of the show to something more genteel when (or if) it is no longer a sh*t show. #TheShitShow #UncommonCourageTo get in touch with me, all of my contact details are here https://linktr.ee/andreatedwards My book Uncommon Courage, an invitation, is here https://mybook.to/UncommonCourage My book 18 Steps to an All-Star LinkedIn Profile, is here https://mybook.to/18stepstoanallstar

What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital's Louai Bibi and Ben Wilson for a deep dive into how advisors guide clients through the most important portfolio decision they'll ever make. Louai walks us through the research, psychology, and planning frameworks behind determining the right stock/bond mix, while Ben shares real-world insights from client cases where risk tolerance, pensions, and life events shifted the balance. We explore how Monte Carlo simulations stress-test financial plans, why spouses often disagree on risk, and how pensions act as “bond-like assets” in the bigger picture. Ben Wilson also takes us behind the scenes of PWL's post-OneDigital acquisition journey, revealing why advisors are drawn to join the firm, how succession planning shapes their choices, and why a unified evidence-based philosophy matters in Canada's wealth management landscape. The episode wraps with a fascinating look at surprising stock return outliers—like Build-A-Bear outperforming Nvidia—and what that teaches us about the futility of stock-picking versus the power of diversification. Key Points From This Episode:   (0:01:00) Introducing PWL's Louai Bibi and Ben Wilson—today's topics: asset allocation, advisor succession, and surprising stock return data. (0:03:35) Louai explains the asset allocation decision: balancing stocks vs. bonds and why it's the biggest choice investors make. (0:05:12) Why asset allocation matters: inflation erodes purchasing power, and stocks/bonds help investors keep up or outpace it. (0:06:50) Historical lessons: $1 invested since 1970—outcomes for bonds, balanced portfolios, and 100% equities. (0:08:35) The risks of downturns: 2008 as a case study in how stocks vs. bonds shape losses and recovery times. (0:11:39) Risk tolerance questionnaires: how PWL uses surveys to gauge willingness vs. capacity to take risk. (0:13:45) When spouses disagree on risk tolerance—balancing perspectives and sometimes splitting portfolios. (0:16:42) Risk capacity: pensions, insurance, income stability, and emergency funds all shape asset allocation. (0:20:08) Real client cases: retirees discovering they don't need as much stock exposure, or elderly clients increasing equity later in life. (0:22:47) How often do clients change asset allocations? Rarely—except for life events like retirement. (0:27:10) Why Monte Carlo simulations are essential for stress-testing financial plans beyond straight-line projections. (0:30:20) PWL's “asset allocation email”: summarizing risks, pensions, debt, emergency funds, and personalized tradeoffs. (0:34:02) Pensions as “bond-like assets”—how they increase ability but decrease need to take risk. (0:37:11) Closing thoughts from Louai: think in dollar terms, investing is a marathon, and build confidence gradually. (0:39:32) Education shifts clients' choices: some reduce risk after learning the realities of volatility, others increase equity exposure with context. (0:43:10) Advisor “fixed effects”: research shows the advisor's own perspective strongly shapes client allocations. (0:45:39) Transition to Ben Wilson: what motivates advisors to join PWL post-OneDigital acquisition. (0:47:52) Reputation and content: how Rational Reminder, YouTube, blogs, and Canadian Couch Potato attract advisors. (0:50:34) PWL's unified philosophy: evidence-based, passive investing with a planning-first approach. (0:56:30) Key motivators for advisors: reducing admin burdens, escaping “aggregator” models, and building integrated team structures. (1:00:15) Succession planning: why advisors seek peace of mind for their clients and teams by partnering with PWL. (1:03:04) Ben Felix on why these conversations are exciting and why advisors should reach out early. (1:04:54) After show: Nvidia's insane 70% annualized 5-year return—and why lesser-known names like Build-A-Bear, Celestica, and Dillard's did even better. (1:06:33) Celestica's role in DFA funds and how it helped them keep pace with Shopify-driven indexes. (1:09:25) Why broad diversification captures unexpected winners (Build-A-Bear included) without speculation. (1:10:45) Active advisors pitch “winner-picking”—but history shows how impossible that really is. (1:12:16) Reviews and wrap-up. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)  

In this episode, Christian Rodwell speaks with Tracy Hilliard about the unique challenges women face on the journey to financial independence. Tracy shares her personal transformation—from financial insecurity to independence in under five years—and discusses the societal, educational, and confidence-related barriers that often hold women back. The conversation also introduces the WealthBuilders for Women programme, designed to provide tailored support, education, and community for women ready to take control of their finances.Key Topics CoveredWhy Wealth-Building is Different for WomenThe impact of societal expectations and traditional rolesLack of confidence and financial educationThe gender pay and pension gaps, and their long-term effectsBarriers to Financial IndependenceGender pay gap: women earn on average 13% less per hourPension gap: women's average pension pot is less than half men's (£39k vs £84k)Women typically live longer, requiring more financial security in later lifeTracy's Wealth JourneyStarted with limited financial knowledge and confidenceUsed the WealthBuilders process: mapped assets, consolidated pensions, and diversified investments (stocks, crypto, property)Achieved financial independence in under five years by focusing on asset income and recurring revenueLessons for Women in WealthThe importance of taking stock: knowing where your money and assets areBuilding confidence through education and community supportSimple steps like setting up ISAs and writing willsThe power of learning from others and asking questions in a supportive environmentIntroducing WealthBuilders for WomenA new programme in development, led by Tracy, focused on education, support, and connectionDesigned for women, shaped by women's input and needsWaitlist now open: no commitment, just an opportunity to express interestPractical TakeawaysTake stock of your finances: list your assets, pensions, and savingsDon't be afraid to ask “basic” questions—education is keyUse tax-efficient investment vehicles like ISAs, even with small amountsThe right community can boost your confidence and accelerate your resultsWriting a will is a simple but crucial step for protecting your wealth and familyCall to ActionIf Tracy's story resonates with you and you'd like to be part of a supportive community focused on women's wealth-building, join the waitlist for the WealthBuilders for Women programme.No cost, no commitment—just the first step towards your financial independence.Resources Mentioned:Join the Waitlist: WealthBuilders for WomenConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Pensions : when should you set them up, and how much should you be saving?Joining Kieran to discuss and give his best advice is Financial Adviser, Padraic Kissane.

Susannah Streeter and Sarah Coles explore how property has become less rewarding as an investment, with more tax on landlords, rising costs of new legislation and higher mortgage interest. They also cover the latest Budget rumours affecting property, including speculation on changes to stamp duty, CGT, and NI on rent.Helen Morrissey discusses the issues with being a landlord in retirement, questions around downsizing and weighs all this up against pensions.This podcast isn't personal advice. If you're unsure what's right for you, seek financial advice. Investments can go up and down in value, so you could get back less than you invest. Hosted on Acast. See acast.com/privacy for more information.

What will give you a stronger financial future? Buying a home or putting extra into your pension so you have enough to retire one day. With high property prices and changing retirement plans, millennials and Gen Z face a tricky financial dilemma. In this episode, Iona Bain sits down with Claer Barrett, Consumer Editor at the Financial Times and host of the Money Clinic podcast, to unpack the debate around investing in a property and building a good pension pot. They explore why home ownership feels like the top priority for many and the benefit longer term of putting more money into your pension. Claer also shares practical insights on mortgage terms, overpayments, workplace pension contributions and the power of starting early. Whether you’re dreaming of your own home, being mortgage free or a retirement filled with treats, this conversation offers clarity, encouragement and steps to make your money work harder for your future self. You can watch episodes on L&G’s YouTube channel And see behind the scenes content on TikTok and Instagram You can play the podcast and find other useful content on L&G’s website: https://www.legalandgeneral.com/podcasts/a-little-bit-richer Follow Claer Barrett on Instagram. You can find information on the Retirement Living Standards here: Home - Pensions UK - Retirement Living Standards Iona and her guests share their own personal thoughts and opinions in this podcast. These might be different from L&G’s take on things. They give financial guidance for a UK audience that’s relevant at the time of recording. It’s general best practice, not the kind of personalised advice you’d get from a financial adviser.See omnystudio.com/listener for privacy information.

When a client passes away an option for their spouse is to take their death benefit in the form of an income stream, such as an account based pension. However, these death benefit pensions have a number of rules and issues associated with them that can unexpectedly catch advisers out from time to time. Hosted on Acast. See acast.com/privacy for more information.

A summary of the key cases and legislative updates in the pensions industry between June and August 2025 together with some dates for your diary for future events. Here is a link to the text version of the Quarterly Update which includes additional links and references.

On this week's Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilities while gaining more flexibility than traditional index funds. They also take listener calls on pension decisions, including whether to choose a lump sum or annuity, and how required minimum distributions factor into long-term planning. With real-world stories and clear guidance, Scott and Pat show why the right approach to tax planning and direct index investing can protect your retirement income and grow wealth for decades to come. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders 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 questions@moneymatters.com. Download and rate our podcast here.

Do you have a pension? If so, how vegan is it? How vegan can pensions and other investments be?     Lawyer, Jonathan Dennis, and independent financial adviser, Chris Welsford, join Damian Watson to discuss an ongoing case where a vegan is challenging their employer's pension investment strategy and what the case might mean for other vegan investors in a predominantly non-vegan investment market.

Dagens vigtigste nyheder på 15 minutter. Mulighederne for tidlig tilbagetrækning fra arbejdsmarkedet skal ændres markant, hvis det står til Moderaternes formand Lars Løkke Rasmussen. Spillefirmaer forsøger i stigende grad at lokke os til at spille om penge, når vi åbner for fjernsynet eller radioen. Problematisk, lyder kritikken. Flere og flere har lyst til at blive frivillige hos Marine-hjemmeværnet, når de inde farvande skal overvåges eller der skal inddæmmes olieudslip. Vært: Morten Schnell Lauritzen

Welcome to Episode 2 of MM Unpacked! Join Kimberley Dondo alongside Money Marketing's editorial team, Dan Cooper and Tom Browne, as they discuss the Government's controversial decision to push ahead with including unused pensions in Inheritance Tax and how the industry is reacting. They also cover the latest on financial scams, the rise of apprenticeships as a new route into advice, and the FCA's ongoing battle against toxic workplace cultures. Listen now:  

Welcome back to another episode of Magic Moments ✨ In this episode, our Tax expert Tej breaks down how savvy entrepreneurs can turn pensions into powerful tax-saving tools.  Far beyond retirement planning, we explore how the 2023 pension cap changes and unlock new opportunities to boost profits, build wealth, and strengthen your business. From SIPs to SSAS, Tej shares practical tips on contribution limits, tax perks, and smart financial planning. Making this a must-listen for anyone serious about long-term success.  Did you enjoy this Magic Moment? Click here for the full episode.

Stephen Grootes speaks to Sikonathi Mantshantsha, Journalist at News24 Investigations, about the suspension of GPAA CEO Kedibone Madiehe amid allegations of procurement misconduct and the appointment of Job Stadi Mngomezulu as acting CEO to ensure continuity and stability in the administration of government pensions. 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.

On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor's Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the significance of understanding investment strategies and the need for guidance in today's investment landscape. For more about Frank and The Investor's Golden Playbook, visit investorsgoldenplaybook.com Key Topics: Frank's Journey: From $2,000 Contributions to $8 Million in Savings The Importance of Maxing Out Your 401(k) Navigating Market Downturns: Lessons from the Great Recession The Shift from Pensions to 401(k)s: A New Era of Retirement Planning Building a Legacy: Passing Wealth and Knowledge to the Next Generation Understanding the Need for Investment Guidance Key Links: Investors Golden Playbook Contact - Investors Golden Playbook Contact the Host - vince@thecfoathome.com  Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

Are you making the most of your pension? Most people aren't — and it could be costing them thousands. Journalist Alice Guy is former Head of Pensions at Interactive Investor and a qualified chartered accountant. She breaks down how to get the most from your DC pension: from salary sacrifice and tax relief, to checking out how you're invested and boosting your long-term pot.  Here's our pension provider cheat sheet: https://makingmoney.email/pension-cheat-sheet  If you have a DB pension listen to our episode with expert Peter Lawlor: https://makingmoney.email/DB-pensions 

Bashing government handling of public sector pensions used to be top of the list for wannabe MHKs looking for an easy vote winning target so what if anything has changed? The deficit between contributions and payments will be around £48 million this year that's slightly less than the net spend for the Department of Infrastructure so it remains a substantial sum but the Public Sector Pensions Authority argue that the Tynwald approved plan is getting this spending under control. Are gold plated government pensions really a thing of the past? It seems so.

Welcome back to The Midlife Mentors! We're shaking things up with a brand new format we're calling Hot Topics.Each month we'll take a look at some of the stories making headlines that we think matter most to us in midlife - whether that's health, money, culture, or just things that get us talking.This week we're diving into the shocking Mounjaro price hike and what it means for people trying to look after their health, the growing Gen X pension gap, and the controversy around L'Oréal hiring an OnlyFans model for a major campaign.Plenty of food for thought, a bit of debate, and of course, our take on what it all means for midlifers like you. So let's get into this month's Hot Topics.Ibiza Retreat: https://themidlifementors.com/retreats/The Midlife Male Handbook available now:AmazonWaterstonesWH Smith Please remember, if you find the show helpful or it makes you laugh, motivates and inspires you - please do like, share and rate us. We don't run ads on the podcast or for the show, because we want to keep it as enjoyable for you to listen as possible. So if you can help us spread the word, we'd be incredibly grateful.For more information about The Midlife Mentors, click the below link:https://linktr.ee/themidlifementors.comTik Tok: @themidlifementorsIG: @midlifementors

When will you retire? And will you have enough money to live comfortably? Big questions and this week the government announced two major reviews to study them after concerns that today's workers will be poorer in retirement than their parents. The first is a revived Pension Commission with a wide remit. The second is a review into the state pension age. We'll speak to Pensions UK, which represents pension schemes that together provide a retirement income to more than 30 million people. From September working parents of children aged 9 months to school age will get 30 hours of childcare funded by the Government. It simplifies the present system which has different rules at different ages and means working parents of children under three will potentially save thousands of pounds on the cost of childcare. Who is eligible and how does it work?Thousands of people who were retained firefighters are being urged to claim pension payments worth thousands or tens of thousands of pounds. Retained or on-call firefighters generally work part-time. Sixteen thousand of their colleagues have already claimed but a further 10,000 could be eligible to buy back pensions after two legal changes in the past few years.And some money saving tips for anyone going abroad for their summer holiday.Presenter: Paul Lewis Reporters: Dan Whitworth and Jo Krasner Researchers: Eimear Devlin and Catherine Lund Editor: Jess Quayle(First broadcast 12pm Saturday 26th July 2025)

The UK government is coming for everything you've got. In this urgent episode, we break down the shocking new tax laws being passed quietly during periods of political chaos. We detail how your pension, your savings, your home, and even your children's inheritance are now squarely in the crosshairs to fill a £50 billion budget black hole. This isn't speculation—it's official. We'll explain the massive inheritance tax trap threatening to steal an average of £82,000 from homeowners and how the new "National Wealth Fund" aims to mobilize your pension. But it's not all doom and gloom; we also provide crucial guidance and legal strategies, from trusts and allowances to spousal transfers, to help you protect your wealth before it's too late. This is essential listening for every UK taxpayer.Support the showThanks for listening. For more commentary, join my newsletter! To Stay In Touch: Click Here To Subscribe To My NewsletterSee you next time!

The Bureau of Labor Statistics revealed that the average spend for a household in retirement aged 65-74 is $5,400 per month. Mike Canet and Lawrence Kiely break down this and other data points including the average Social Security benefit for a couple and explain the emotional and financial crossroads of retirement planning. They cover income and tax buckets, as well as Roth conversion considerations. Mike and Lawrence highlight a real-world example of a federal employee that revealed how pensions, TSP balances and timing decisions come together to answer the question of, "Do I have enough in retirement?" Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here:

Ein Grund für die Alterung Österreichs ist männlich, ledig, jung und sucht das putzlose Leben. Das geht aus den Daten von Forscher Norbert Neuwirth hervor. Ein Podcast vom Pragmaticus.Das Thema:Wie ein Damoklesschwert hängt die statistische Glocke der Demographie über den Pensions- und Sozialsystemen Österreichs: Immer weniger Menschen wollen als Paar zusammenleben und Kinder bekommen, nicht mal ein einziges. Österreich altert. Warum entscheiden sich immer mehr Menschen gegen eine Familie? Und tun sie das „freiwillig“?Der Familien- und Demographieforscher Norbert Neuwirth hat die Ursachen der Alterung von Gesellschaften in Daten gefunden. Eine dieser Ursachen ist männlich, ledig, jung und sucht nach einem Leben ohne kochen oder putzen zu müssen. Der Befund gilt nicht nur für Österreich, sondern für viele europäische Länder. Mit Ausnahme von Frankreich. Warum? Weil dort die Geschlechterrollen egalitärer sind. Denn auch die jungen Frauen wollen sich nicht hauptsächlich um Heim, Kind und Herd kümmern. Das ist aber genau das, was sie erwartet, sobald sie in einer Partnerschaft ein Kind bekommen. Norbert Neuwirth zeigt, mit welchen sozialwissenschaftlichen Methoden die moderne Demographieforschung solche Erkenntnisse gewinnt und spricht auch darüber, was Menschen mehr Lust auf Familie machen könnte. Denn ganz freiwillig ist der kinderlose Lebensentwurf nicht immer. Unser Gast in dieser Folge: Norbert Neuwirth ist Sozialwissenschaftler am Institut für Familienforschung an der Universität Wien, Ökonom und leitet das Generations- und Gender-Programm (GGP), das von der Wirtschaftskommission der Vereinten Nationen für Europa (UNECE) durchgeführt wird. Neuwirth betreut unter anderem die Datenerhebung in Österreich. Dafür kooperiert er mit dem Vienna Institute of Demography (VID) an der Österreichischen Akademie der Wissenschaften. In diesem Rahmen ist zuletzt die Studie Familien in Österreich. Partnerschaft, Kinderwunsch und ökonomische Situation in herausfordernden Zeiten unter der Ägide Neuwirths erschienen. Seine Forschungsschwerpunkte liegen in der quantitativen Analyse sozialer Prozesse.Dies ist ein Podcast von Der Pragmaticus. Sie finden uns auch auf Instagram, Facebook, LinkedIn und X (Twitter).

#ThisMorning | #Retirement | Do #Pensions Help #Retain #State #Workers? | Melissa Trujillo, Reason Foundation | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Daily life depends US-based cloud computing. What happens if Trump decides to use it as a weapon against his enemies, as he does with tariffs? Just three American firms – Google, Amazon, and Microsoft – control around two-thirds of Europe's cloud infrastructure including the UK's Home Office, HMRC, Department for Work and Pensions, and MoD. Could Trump order his cowed techbro allies to simply cut us off? And is anyone preparing for moment when America could hold us to digital ransom? Kieron  O'Hara – computer scientist, philosopher and co-author with Wendy Hall of Four Internets – talks to Andrew Harrison.  • Buy Four Internets through our affiliate bookshop and you'll help fund The Bunker by earning us a small commission for every sale. Bookshop.org's fees help support independent bookshops too. • Support us on Patreon for early episodes and more. • We are sponsored by Indeed. Go to indeed.com/bunker to get your £100 sponsored credit. • Advertisers! Want to reach smart, engaged, influential people with money to spend? (Yes, they do exist). Some 3.5 MILLION people download and watch our podcasts every month – and they love our shows. Why not get YOUR brand in front of our influential listeners with podcast advertising? Contact ads@podmasters.co.uk to find out more. Written and presented by Andrew Harrison. Audio production by Robin Leeburn. Music by Kenny Dickinson. Art by Jim Parrett. Managing Editor Jacob Jarvis. Group Editor Andrew Harrison. THE BUNKER is a Podmasters Production www.podmasters.co.uk Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week's Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space, modernizing the compensation scheme, asset allocation, and governance in a public pension fund – a notoriously tricky political seat. Original Release Date: July 7, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

A.M. Edition for Aug 8. Wall Street is finally getting what it's long hoped for - the ability to invest pension funds in assets like real-estate, crypto and private equity. But as WSJ deputy editor Quentin Webb explains, that doesn't come without its risks. Plus, Israel's cabinet approves Prime Minister Benjamin Netanyahu's controversial plan to take over Gaza City. And, why using old-school ways to land a job might be more effective than using AI to spray your resume all over the net. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Christian and Kevin revisit the hot topic of the government's proposed inheritance tax (IHT) changes affecting pensions from 2027. Following a surge in listener interest, they clarify what's changed, who's now responsible, and what practical steps listeners must take to protect their wealth and family.Key Discussion Points:Background:The government plans to tax pensions on death, a major shift from past policy.The responsibility for reporting and paying this tax will now fall on personal representatives (executors), not financial services companies.Why This Matters:Most executors are chosen for trust, not financial knowledge.Executors are now legally liable for getting it right – mistakes could mean personal financial penalties.Practical Risks:Many people don't know where all their pensions are or which are taxable.Appointing a professional executor (like a bank) could cost families a significant portion of their inheritance, sometimes unnecessarily.Action Steps:Review your will and your choice of executors.Ensure your executor is financially savvy or has access to professional advice.Consolidate pensions where sensible for simplicity and clarity.Avoid defaulting to professional institutions as executors without understanding the costs.WealthBuilders' Support:WealthBuilders is creating two practical guides:For those making a will (how to choose an executor)For executors (what their new responsibilities entail)Guides will be available soon at wealthbuilders.co.uk/IHT and wealthbuilders.co.uk/executorFinal Advice:Awareness is key: know your assets, your will, and your executor's readiness.Take action now—don't wait until it's too late.Call to Action:Sign up for the forthcoming guides at wealthbuilders.co.uk/IHTReview your will and executor choicesShare this episode with anyone who has a pension and a familyContact WealthBuilders with questions or to book a call via the websiteResources Mentioned:Download our free guide on inheritance tax changes for pensions: wealthbuilders.co.uk/IHT Be the first to access our upcoming Guide for Executors — register your interest here: wealthbuilders.co.uk/executorCatch up on WealthTalks episode on IHT changes: How to Protect Your Pension from Inheritance Tax Changes Coming in 2027Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

What if your federal pension is small and you're not relying on it—should you still elect survivor benefits? In this episode, John and Tommy respond to a listener's detailed YouTube question about pensions, TSP, and survivor benefits when service time is short and other retirement savings are strong. They break down the real value of keeping survivor benefits, even when your pension isn't your main income stream. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn:  LinkedIn John Mason: LinkedIn Federal Employees - DO NOT Decline Survivor Benefits! 

Chaque jour, retrouvez les journaux de la rédaction d'Europe 1 pour faire le tour de l'actu.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Reform of the state pension, auto-enrolment into company pensions and consolidation of small pensions spread across several providers are proposed this week in a major report on the future of pensions. It says major changes are are necessary to ensure today's workers have an adequate income in retirement. The conclusions come at the end of a two year study by the independent research organisation the Institute for Fiscal Studies, we'll speak to them about the report.Hundreds of thousands of people whose homes are heated using communal heat networks are less than 6 months away from greater protection as the industry gets ready to come under Ofgem regulation for the first time. Up until now people in homes that are on heat networks, which use a single heat source to pipe hot water to multiple households, have not had the same rights as those on mains gas or electricity, but that is about it change. What difference could the new regulations make?How could the way you get financial advice change in the future? We'll discuss new proposals by the regulator the Financial Conduct Authority aimed at helping more people get financial advice.And, what would you like to see on a new bank note from the Bank of England? Email us now moneybox@bbc.co.uk Presenter: Paul Lewis Reporters: Dan Whitworth and Jo Krasner Researcher: Eimear Devlin Editor: Jess Quayle(audio credit British Pathé)(First broadcast 12pm Saturday 5th July 2025)

Anne Kinsella, Agricultural economists at Teagasc

Hosts: Dr. Ashlee Gethner, LCSW – Child of a Police Officer Jennifer Woosley Saylor, LPCC S – Child of a Police Officer Guest: Brian Box CFS, Retired US Army & Police Sergeant Episode Overview: In this enlightening episode, Ashlee and Jennifer welcome Brian Box—former army officer, police sergeant, and now financial advisor—to unpack the unique financial challenges and opportunities faced by first responders. The conversation weaves Brian’s personal journey from military to law enforcement and eventually into financial planning, illustrating firsthand how these careers impact financial wellness, family life, and long-term stability.   Key Topics Covered Brian’s Journey: Brian shares his background from Texas A&M to the U.S. Army, his years as a police officer, and ultimately the career pivots and financial planning that led him into advising other first responders. Unique Financial Challenges for First Responders: The trio discusses overtime as a built-in option for many first responders, the trap of “lifestyle creep” with higher base pay, and the stress of balancing multiple roles at home and work. Financial Wellness & Family Impact: How money stress contributes to marital strain and higher-than-average divorce rates among first responders, and practical tips for healthy budgeting. Budgeting & Debt: Brian dives into why a budget is your top wealth-building tool, the debt snowball method, and how to break the paycheck-to-paycheck cycle common in 80% of U.S. households. Retirement & Pensions: Explanation of first responder pension systems, their limits, and what planning for retirement really looks like—especially for those entering the field later in life. Teaching & Resources: Details about the financial education classes Brian and his team provide to academies and departments, plus online resources like their “Legacy Go Bag” for organizing wills and vital documents. Success Stories & Impact: Brian shares small but important victories—helping first responders pay off debt, retire with confidence, and break destructive financial cycles for good.   If this episode resonated with you or if you have stories to share about living with a first responder, reach out to Ashlee and Jennifer on their social media platforms!   Thank you for tuning in! Don't forget to subscribe, rate, and review "When The Call Hits Home" on your favorite podcast platforms!   Follow Us: - Facebook: When The Call Hits Home Podcast - Instagram: @whenthecallhitshome - Whenthecallhitshome.com --- This podcast does not contain medical / health advice. It is not intended to be a substitute for professional medical or mental health advice, diagnosis or treatment and should not be relied on as health or personal advice. The information contained in this podcast is for general information purposes only. The information is provided by Training Velocity LLC and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the Podcast or the information, products, services, or related graphics contained in the podcast for any purpose. Any reliance you place on such information is strictly at your own risk.  WE ARE NOT RESPONSIBLE NOR LIABLE FOR ANY ADVICE, COURSE OF TREATMENT, DIAGNOSIS OR ANY OTHER INFORMATION, SERVICES OR PRODUCTS THAT YOU OBTAIN THROUGH THIS PODCAST.  Always seek the advice of your physician or other qualified health care provider with any questions you may have regarding a medical condition or treatment and before undertaking a new health care regimen, and never disregard professional medical advice or delay in seeking it because of something you have heard on this podcast.

Bernie goes big and introduces the Pensions for All Act. Republicans are working hard to block it. Cult Alert! Trump cult followers dismiss Epstein files because it's "human nature" to molest children. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In our latest edition of  Pensions in a pod UK, Emma King is joined by Simon Daniel and Jen Green to what the reforms contained in the Pension Schemes Bill are likely to mean for hybrid schemes.

PREVIEW: UK TAXES Colleague Joseph Sternberg comments on the Labour government's plan to raise taxes, including a tax on pensions—living or not. [MORE] 1653 REGICIDE

The aim of the government's Access to Work scheme is to provide support for disabled people to get into and stay within employment. It can provide support with things like specialist equipment, support workers and transport to and from work. But over the past few months, there have been rumours circulating that there are proposed cuts to parts of the scheme which is causing uncertainty amongst disabled people. In Touch attempts to dig a little deeper into what could be happening to the scheme. The Work and Pensions committee is calling for disabled people's experiences of seeking employment and support into work. If you would like to submit your experiences, you can do so via the committee's online form: https://committees.parliament.uk/work/9270/employment-support-for-disabled-people/ or call 020 7219 8976.Presenter: Peter White Producer: Beth Hemmings Production Coordinator: Liz Poole Website image description: Peter White sits smiling in the centre of the image and he is wearing a dark green jumper. Above Peter's head is the BBC logo (three separate white squares house each of the three letters). Bottom centre and overlaying the image are the words "In Touch" and the Radio 4 logo (the word ‘radio' in a bold white font, with the number 4 inside of a white circle). The background is a bright mid-blue with two rectangles angled diagonally to the right. Both are behind Peter, one is a darker blue and the other is a lighter blue.

Is the Epstein story a distraction from the real issues and the oligarchy's move to end Trump?. Sanders proposes 'Pensions for All' as Trump aims to open 401(k)s to private equity vultures.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Can a pilot really be the change-maker who helps us to holiday nearer home? Why aren't governments and institutions doing more to help climate activists? And can climate progress happen without sacrificing prosperity, especially in countries like Brazil?Christiana Figueres, Paul Dickinson and guest host Fiona McRaith (Director of The Climate Pledge at Global Optimism) are back with more of the knottiest and most urgent questions you've ever sent us.Plus: are the world's biggest financial institutions abandoning climate action? Sue Reid (Climate Finance Advisor at Global Optimism) explains how banks and insurers are reacting to political pressure, why some net zero alliances appear to be fracturing, and why “green hushing” doesn't mean giving up entirely.And: from climate visas to sponge cities, adaptation is finally rising on the global agenda - but is it fast or fair enough? Irene Suárez Pérez (Senior Advisor to Groundswell) walks us through some of the global hotspots of climate resilience, and why adaptation isn't a consolation prize.Learn more Listen back to episodes referenced in this Q&A, including:⏳ Momentum vs Perfection, where Fiona joins Tom to explore different theories of change within the climate movement.

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! They talk about relying on pensions during retirement, investing throughout college, mortgages in Australia, accessing investments before 59.5 years of age, when it's appropriate to begin talking about money with your partner, saving for a down payment for a new duplex, and driving Uber full-time to fund an IUL. ---

In this special AMA Mailbag episode, Jean sits down with two thoughtful guests navigating how to prepare for the future as single moms. First up is Rebecca, a mom of two in Oregon, about 15 years out from retirement. She's wondering if she's doing enough to get there. Then we hear from Sarah, a mom in Virginia with a big question: If something happens to her, how can she ensure her assets go directly to her daughter, not her ex?