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When planning for retirement, most people focus on reaching a target nest egg number. But how can you build a reliable income stream if you haven't counted the true costs of living in retirement? In this episode of Game Plan for Retirement, host Peter and Chris McIntire, President and Founder of McIntire Retirement Services, dive deep into the everyday and long-term expenses that retirees face. From rising housing costs and grocery bills to tax strategies, healthcare premiums, and travel in your "go-go" years, they break down why retirement is far more complex than just paying one big bill. Tune in to discover practical strategies for creating a resilient, inflation-adjusted income plan so you can navigate retirement with financial confidence and peace of mind. For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/. More content like this is always available on our Youtube channel "@GamePlanForRetirement", because we believe Planning Matters. -Our Channel | www.youtube.com/@GamePlanForRetirement Like, subscribe to our channel, and share with all your friends and family. -Game Plan For Retirement Playlist | https://youtube.com/playlist?list=PLtf_wVWO2hUf3_NXVQacmaoBLitphgB5N -McIntire Retirement Service Shorts | https://youtube.com/playlist?list=PLtf_wVWO2hUc4QXHu68SuUoOETkr0XO-A For other resources click this link | https://linktr.ee/chrismcintire For more updates on when McIntire Retirement Services uploads a new video follow these social medias Facebook - https://www.facebook.com/McIntireRetirement If you prefer to listen to the videos they will be posted in audio form on this page. https://mcintireretirement.libsyn.com/ Find more information about Chris McIntire & McIntire Retirement Services, request your Game Plan For Retirement, or download the resources mentioned in this week's episode by visiting http://mcintireretirementservices.com/helpful-resources/. DISCLAIMER Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and McIntire Retirement Services are independent of each other.
Is your 401(k) doing all it can for your future, or are you sitting on financial cruise control?
This week on The Alpha Wealth Hour with Tom Fortino, Tom Fortino explores the benefits and limitations of using artificial intelligence in financial planning. He also provides an update on Social Security and the potential impact of pending changes. In addition, Tom examines whether the anticipated “Great Wealth Transfer” may fall short for some Americans and shares […]
Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you could. Robert Brokamp looks at some rules of thumbs that may be overly cautious.Also in this episode:-A study finds that financial mistakes can be a predictor of dementia-Saving more for retirement not only boosts your portfolio but lowers the amount you need to have saved before you retire because you learn to live on less-The father of the so-called “4% rule” says it's 5.5% for someone retiring today-Money management tools not only track your spending but help you plan for retirement Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the Wealth With Purpose Podcast. In this episode, Alex Cook, founder of Wealth With Purpose, talks about is it biblical for Christians to plan for retirement.To learn more about what the Bible says about money, wealth, and business, visit www.wealthwithpurpose.com.Support the show: https://www.christianwealth.com/See omnystudio.com/listener for privacy information.
I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
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Every year, Wall Street rolls out its market predictions. Targets get published, expectations get set, and the headlines make it sound like the future is just a spreadsheet away. But markets have a long history of humbling even the most confident forecasts, and that creates a real problem for retirement savers. Because, while short-term forecasts are usually noise, ignoring market expectations altogether isn't the answer either. So in today's episode, I break down how to think about market outlooks the right way. We'll cover why forecasts so often miss the mark, when long-term assumptions actually matter, and how market research can be used as a planning tool (not a prediction engine). I also share key themes from Vanguard's Economic and Market Outlook for 2026, focusing on growth, inflation, and expected returns—and why all of that matters for your portfolio and retirement plan. ***
Is gold a better retirement hedge than a 401(k)? In this episode, we break down the merits of each to help pre-retirees worried about their post-employment future make an informed decision on which one to focus on.Learn more at https://augoldira.com/analyst-say-gold-set-to-bounce-back-after-recent-fall/ AuGold IRA City: Cushing Address: 2340 East Main Street Website: https://augoldira.com
Learn how to pick the right health plan for your situation and build a stronger retirement even if you feel behind. How do you choose the best health plan during open enrollment? What can you do to secure retirement if savings feel like they're falling short? In the first of a two-part series, hosts Sean Pyles and Elizabeth Ayoola break down open enrollment decisions so you can protect your health and long-term wealth. But first, NerdWallet senior writer Kim Palmer joins them to present this month's book club conversation about Gen X's path to retirement security. She talks to Kerry Hannon and Janna Herron, authors of “Retirement Bites: A Gen X Guide to Securing Your Financial Future,” about how to take control of retirement even when you feel like you're late to the game. That includes revisiting cash flow and lifestyle creep, attacking high-interest debt, considering step-down or flexible work to extend earning years, and planning for healthcare costs in retirement. Then, NerdWallet writer Kate Ashford joins Sean and Elizabeth to present a clear walkthrough of healthcare plans as we enter open enrollment season. She discusses premiums vs. deductibles vs. out-of-pocket maximums, when an HMO or PPO fits best, and how Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) work — including the triple-tax edge of HSAs. They share practical, listener-first guidance on running plan comparisons, checking drug prices and doctor networks, watching ACA subsidy changes and deadlines, and building a values-driven, realistic retirement health plan you can start acting on today. From comparing health insurance plans to understanding out-of-pocket costs, here's NerdWallet's free step-by-step guide to help you choose the best coverage: https://www.nerdwallet.com/article/health/choose-health-insurance Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: health coverage options, ACA marketplace, premium tax credits, health insurance subsidies, annual enrollment period, insurance plan comparison, coinsurance examples, copay structure, catastrophic health plans, employer benefits package, dependent coverage, preventive care coverage, out-of-network costs, provider networks, telehealth coverage, prescription tiers, pre-tax savings, IRS contribution limits, healthcare inflation, medical cost planning, retirement healthcare expenses, long-term care costs, catch-up contributions, IRA rollover, compound growth, late retirement planning, work after retirement, side income in retirement, debt-free retirement, financial independence, budgeting for healthcare, reducing healthcare costs, maximizing employer benefits, flexible work transition, delayed retirement, insurance renewal tips, healthcare budgeting, and cost-of-living planning. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices
Retirement isn't about luck - it's about planning, action, and time.In this live webinar, James and Justin break down what Kiwis really need to retire comfortably - from understanding how much you'll need for a $100K annual income, to paying off your mortgage faster, leveraging property and shares, and building a financial plan that actually works.Next Steps:Ready to see what your retirement number looks like? Book a free 30-minute discovery call with Lighthouse Financial to start your personalised plan today.For more money tips follow us on:FacebookInstagramThe content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
26% of Irish adults have no retirement plan in place. That's according to new figures released by the Consumer and Competition Protection Commission. So what's standing in the way of proper pension planning, and why do 61% of those without a plan expect the State Pension to fund their retirement? Newstalk's Sarah Madden reports.
In this week's episode, we'll discuss how you can make a solid plan for a 30+ year retirement and what impact the Fed changing the rate will have on your retirement plan. Is the plan you moved forward with years ago still the best plan for you now? Who is on your retirement "team" and do they have your best interests at heart? What is really important in retirement? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.Safe Money Retirement® - Insuring Your Retirement Dreams
Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn't depend on Congress. If you're nearing retirement—or just want peace of mind about your future—you won't want to miss this conversation. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gmail.com
Anne Kinsella, Agricultural economists at Teagasc
Looking back on 30 years of ministry, Pastor Roger shares what really matters as we plan not just for retirement, but for eternity: living a life shaped by love for God and others. Discover three ways you can live with true purpose today!Stay up to date by following us on your favorite social networks.Facebook | Instagram | YouTube Have questions or comments? Email us at contact@kingofkings.org. Thanks for listening!
Taxes, savings, and retirement planning work differently for pastors, and if you're in ministry, you need to understand how these unique rules impact your financial plan. In our first Wise Money Spotlight bonus mini episode, we are joined by Brandon Stoller, CFP®, CKA®, for a deep dive into the complex financial planning landscape for pastors and ministers. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/yjcVN9_M1dE Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Mike Switzer interviews Becca Mathis, a certified financial planner with Jeter Hrubala Wealth Strategies in Spartanburg, SC.
You've saved, you've budgeted, and you've run the numbers—but have you really thought about how you'll live in retirement? In this episode, we highlight common lifestyle pitfalls that can lead to boredom, frustration, or missed opportunities.We explore four key traps many retirees fall into: making emotional decisions, spending too little out of fear, letting others' opinions influence your choices, and entering retirement without a clear sense of purpose.This episode shines a light on the lifestyle pillar, offering insights to help you align your time, values, and resources—so your retirement feels intentional and meaningful.--Ready to take the next step? Schedule a call now at https://bit.ly/4jDirGq to get answers to your retirement questions.Get the tools you need to prepare for retirement with our complimentary toolkit: https://bit.ly/45Jd59n--Loren MerkleCFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Chawn HonkompCFP®, RICP®, Certified Financial Fiduciary®, CPA® https://merkleretirementplanning.com/staff-members/chawn-honkomp/Molly NelsonHost of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/-- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
The cost of living crises is a buzz term which has been banded about ever since the end of the Covid pandemic. The economic state of the UK and even further afield has been many a discussion amongst peers and politicians alike. However, we don't often hear of how people can or have taken control of their own financial situation or circumstances to contradict what the media constantly likes to portray. One man who is well equipped to provide guidance on taking your financial health and wellbeing into your own hands is financial advisor Franklin Asante. Guest on many a platform and having started his own platform, he has often left many wanting more and now he has provided some literative guidance with the release of his book, The Money Ladder. Join the Full e-Booked team as we get to grips with the book and dissect the key terms, references and phrases to understand whether or not this book really is one for the realist or one for the fantasists. Full e-Booked Team!
Running a business is demanding—but so is planning for your own financial future. In this episode, we explore the challenges and opportunities business owners face when it comes to personal financial planning. From separating business and personal finances, to tax-efficient retirement strategies and succession planning, we'll break down the key steps every entrepreneur should take on their path to financial independence. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. All investing involves risk including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. This recording contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your financial professional. This video is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage
When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do? Like this episode? Hit that Follow button and never miss an episode!
THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.
Snag Our Simplified Budget System!Budget Besties, grab your coffee and your confidence — because this episode is all about stepping into your power as the CFO of your home, even if you're not bringing in a paycheck.
In this episode of Beer and Money, Ryan Burklo discusses essential aspects of retirement planning, focusing on cash flow, taxation, and the risks associated with relying solely on market returns. He emphasizes the importance of setting up a flexible balance sheet to ensure financial security in retirement, while also addressing legacy objectives and minimizing tax liabilities. Check out our website: beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways We care about the highest cash flow to live the life we want. We want to pay the lowest rate of tax on that cash flow. We never want to outlive or outrun our money. We want to hit legacy objectives for our family. We want to do these with minimal dependence on rate of return. Understanding tax distribution status is crucial for retirement planning. Relying solely on market returns can be risky. Setting up a flexible balance sheet is essential for financial security. Life insurance can provide both protection and cash value. It's important to consider how to turn on income streams in retirement. Chapters 00:00 Introduction to Retirement Planning 01:24 Understanding Cash Flow and Taxation 04:51 The Risks of Relying on Rate of Return 09:12 Setting Up a Flexible Balance Sheet
In this episode of Beer and Money, Ryan Burklo discusses the essential elements of retirement planning, emphasizing the importance of making informed decisions today to secure a successful retirement in the future. He outlines key factors that individuals should consider when saving for retirement, including income needs, tax implications, and the desire to leave a legacy. The episode also delves into asset allocation strategies and the use of Monte Carlo simulations to assess the risk of outliving one's savings. Ryan concludes by hinting at future discussions on cash flow strategies and retirement planning techniques. Check out our website: beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways We're making decisions today that will affect our lifestyle. They want the highest cash flow possible. They want to pay the lowest rate of tax. They never want to outlive their money. They want to meet any legacy objectives. Most wealth is in 401k type plans. Monte Carlo simulations help assess financial risks. A conservative portfolio can yield an average of 8%. The 4% rule is a common guideline for withdrawals. Building a flexible bucket of money is crucial. Chapters 00:00 Introduction to Retirement Planning 01:15 Key Factors in Retirement Savings 02:40 Understanding Asset Allocation 04:56 Monte Carlo Simulation Explained 06:56 Strategies to Avoid Outliving Your Money 08:53 Conclusion and Next Steps
What happens when the paycheck stops, but the bills don't? In this episode, Mark cuts through the noise and gets real about why a true retirement income plan is your financial foundation. Spoiler: it's not about picking the right annuity or hoping Social Security is enough. It's all about strategy, and there's no silver bullet. Here's what we discuss in today's show:
Tim Stearns, owner and president of TJ Stearns Financial Planning & Benefits, joins Jon Hansen to discuss how to succeed in the markets. Tim breaks down risks, exploring annuities, and more! For more information, call 800-640-2256 or visit tjstearns.com.
Wondering where your next paycheck is coming from in retirement? Frank and Frankie Guida discuss various strategies for creating personal pensions to ensure a steady income stream after you stop working. They explore options like fixed index annuities and tax-efficient withdrawals while focusing on customized planning for individual circumstances. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
Well someday- you will retire! Some do it well- some crash and burn. We continue Pat's Case Study to see what we can learn and apply to our own future :) (FYI- to synch up with my Youtube and other platforms we have 2 episode 4's -different content- same number)
Of the many things to consider when you are planning for retirement, making sure to factor longevity into your strategy is a must. Chris Hoffman discusses the importance of creating a plan that is built to stand the test of time.Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
In this final installment of our four-part retirement series, we're diving deep into the financial planning nuances specific to physicians approaching retirement. Joining us is Dr. Carolyn McClanahan, a former physician-turned-certified financial planner. With her insider's perspective, Dr. McClanahan offers invaluable insights on everything from assessing retirement needs to navigating long-term care and tax strategies. We'll uncover the often-overlooked financial aspects of retirement planning that are particularly relevant to physicians. Whether you're grappling with savings goals, long-term care costs, or unexpected expenses, this episode is your roadmap to a financially secure and fulfilling retirement. You can find the show notes for this episode and more information by clicking here: www.doctorscrossing.com/episode208 In this episode we're talking about: Determining how much money is needed to retire comfortably. The role of long-term care insurance and when it's necessary. Strategies for effective tax planning in retirement. Financial considerations for the “sandwich generation” – balancing support for aging parents and college-bound kids. Key estate planning tips to ensure a legacy without overspending. How to prepare for financial shifts if downsizing or relocating. Common mistakes physicians make in retirement planning. Links for this episode: Take the next step in your career transition with our Carpe Diem Resume Kit and LinkedIn for Physicians course—now available for 50% off! This offer is only valid through Monday, December 2nd at midnight. Use the links below to unlock this limited-time discount. Carpe Diem Resume Kit - Converting your CV to a resume helps recruiters better understand why you are a great match for a specific job. My resume kit will guide you through creating a polished resume for your desired job. Templates are included as well as a bonus on writing your cover letter. Give yourself the best chance of getting that interview! LinkedIn for Physicians Course - If you'd like to learn how to customize your LinkedIn profile to make it stand out to recruiters, this course walks you through all the steps with short, actionable videos and cheat sheets for each lesson. This course takes the guesswork out of using LinkedIn! Previous installments of our four-part retirement series: Episode #204: Finding A New Path and Happiness When You Slow Down And Plan For Retirement Episode #202: Not Ready to Retire? Discover Rewarding Part-Time Physician Opportunities Episode #195: Are There Nonclinical Options For Older Physicians?
Abe discusses the complexities of retirement planning, emphasizing the importance of transitioning into retirement with a solid plan. He introduces his book, 'The Retirement Mountain,' which outlines seven steps to achieve a fulfilling retirement. Abe highlights the stark contrast in retirement confidence between those who are already retired and those still planning, stressing the need for personalized financial advice and realistic spending expectations. He also underscores the significance of having a lifestyle plan that complements financial planning, encouraging individuals to dream big and actively pursue their retirement goals. Ready to build your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe's book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!See omnystudio.com/listener for privacy information.
How do you know how much money you need to save in order to retire? How do you calculate what that looks like? How do you allocate spending for expenses, fun, and savings from your paycheck so you stay on track? What kind of investments should you make and how does where you are in life impact that? What about saving and paying for your kid's college? How important is life insurance and having a trust and will? These are just some of the questions we tackle on this week's episode with Laura Rotter, CFA, MBA, CFP™ and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm focused primarily on serving professionals in mid-life. This is a must listen to take ownership of your financial future. Be sure to share this conversation with a friend! This is for informational purposes and is not financial advice. Consult your financial advisor for assistance. RESOURCES MENTIONED JOIN MICHELE'S NEWSLETTER + Receive A Free Curated List of 52 Self-care Tips Michele on IG GUEST INFORMATION LAURA'S FREEBIE – Laura created a great tool that might be of interest. Please take 2-3 minutes to respond to a set of questions focused on where you are today, how you think about the future and what, if anything may get in the way. If you're part of a couple, it highlights differences worth discussing. You'll automatically access a personalized summary and the questions that will help you think about the future. Creating a Meaningful Vision for the Future Website: TrueAbundanceAdvisors.com Social Media: https://www.linkedin.com/in/laurarotter RESOURCES MENTIONED: Bank account with “buckets” Ally Bank Budgeting apps: https://www.tillerhq.com monarchmoney.com Books: Talking Money with Your Honey The Algebra of Wealth GUEST BIO: I am Laura Rotter, CFA, MBA, CFP™ and founder of True Abundance Advisors. After 30 years of successfully managing money for institutional investors including Citicorp and Para Advisors, I found my definition of abundance shifting. As I reviewed my own financial landscape, I realized that abundance wasn't just about accumulating more wealth, but about employing my wealth to do the things I most valued. My mindset changed from “I must use my life to make money,” to “I can use my money to make a life,” I am passionate about sharing my financial planning process, which guides my clients toward decisions that integrate the attainment of both financial security AND life satisfaction as they near retirement. If you enjoyed this interview, please take a moment to rate and review it on Apple podcasts. Your reviews are so appreciated! Not sure how to do it? Instructions are below. XO, Michele
Today we continue our series on retirement with Dr. Dike Drummond. Dr. Drummond is a family physician, coach, and CEO of The Happy MD, specializing in helping physicians navigate burnout and retirement with purpose and clarity. In this episode, Dr. Drummond shares his personal experiences and insights on how to approach retirement with a focus on self-identity, purpose, and fulfillment. We'll discuss the psychological aspects of transitioning away from a medical career, the grief that can come with letting go of your physician identity, and how to create a fulfilling retirement that aligns with your values and goals. You can find the show notes for this episode and more information by clicking here: www.doctorscrossing.com/episode204 In this episode we're talking about: The challenges physicians face when letting go of their identity as a doctor. Psychological barriers to retirement and overcoming the fear of the unknown. How to navigate the different stages of contemplating retirement. Strategies for finding purpose and joy in life beyond clinical practice. Real-life examples of physicians at the retirement crossroads and how they are navigating this transition. Dr. Drummond's approach to coaching physicians through the transition process. Links for this episode: The Happy MD Website https://thehappymd.com Stop Physician Burnout Podcast https://stop-physician-burnout.captivate.fm/ Transitions by William Bridges Modern Elder Academy: Midlife Wisdom School - recommended by Dr. Drummond Episode #195: Are There Nonclinical Options For Older Physicians? Episode #202: Not Ready to Retire? Discover Rewarding Part-Time Physician Opportunities If you've enjoyed listening to the Doctor's Crossing Carpe Diem podcast, please take a moment to rate and review the show. Your feedback not only helps us improve, but it also helps other physicians and healthcare professionals discover the valuable insights we share each week. By supporting the podcast with a rating or review, you're helping to grow our community and ensure we can continue bringing you inspiring stories and practical tips for navigating your career journey.
In this episode, Wendy is joined by retirement planning expert Dominic to explore key strategies for securing your financial future. They discuss how to determine the amount of money needed for retirement by factoring in lifestyle, health costs, and inflation. Dominic shares insights on estimating retirement income, using various account types, and understanding Social Security and pension benefits. He highlights powerful saving strategies like compounding interest and dollar-cost averaging. Whether you're just starting or catching up, Dominic emphasizes that it's never too early or too late to begin planning for a comfortable retirement. Tune in for expert advice on bridging financial gaps and making informed decisions for your golden years!Support the Show and Next Steps 4 Seniors: https://nextsteps4seniorsfoundation.orgSee omnystudio.com/listener for privacy information.
Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. This podcast continues a series on establishing financial literacy and the postive impacts it can have on young ballplayers. Through these discussions, ballplayers can understand common terms and financial workings. John takes a dive into 401K and IRAs with key info to know. To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com
Chuck Zodda and Mike Armstrong discuss Lina Khan's noncompete ban being struck down in court. Mike Simonsen, President of Altos Research, joins the show to share his thoughts on the housing market. How to plan for retirement if you're behind on savings in Middle Age. How Taylor Swift fans broke economics. Chick-Fil-A hatches plans for streaming service as reality TV comes home to roost.
Welcome to this enlightening meditation centered on retirement planning and cultivating financial peace as you approach the golden years of your life. In these serene moments, you'll effortlessly outline your aspirations, visualize, and manifest a future where financial worries are a thing of the past. Unwind now with our positive sleep affirmations podcast. Our soothing affirmations relax the mind and prepare the body for rest. Hit play, and drift into Good Sleep... Listen to more positive sleep affirmations by subscribing to the audio podcast in your favorite podcast app: Apple Podcasts: https://podcasts.apple.com/us/podcast/good-sleep-positive-affirmations/id1704608129 Spotify: https://open.spotify.com/show/3OuJvYoprqh7nPK44ZsdKE And start your morning with Optimal Living Daily! Apple Podcasts: https://podcasts.apple.com/us/podcast/optimal-living-daily-mental-health-motivation/id1067688314 Spotify: https://open.spotify.com/show/1hygb4nGhNhlLn4pBnN00j?si=ca60dcfd758b44b4 Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this enlightening meditation centered on retirement planning and cultivating financial peace as you approach the golden years of your life. In these serene moments, you'll effortlessly outline your aspirations, visualize, and manifest a future where financial worries are a thing of the past. Unwind now with our positive sleep affirmations podcast. Our soothing affirmations relax the mind and prepare the body for rest. Hit play, and drift into Good Sleep... Listen to more positive sleep affirmations by subscribing to the audio podcast in your favorite podcast app: Apple Podcasts: https://podcasts.apple.com/us/podcast/good-sleep-positive-affirmations/id1704608129 Spotify: https://open.spotify.com/show/3OuJvYoprqh7nPK44ZsdKE And start your morning with Optimal Living Daily! Apple Podcasts: https://podcasts.apple.com/us/podcast/optimal-living-daily-mental-health-motivation/id1067688314 Spotify: https://open.spotify.com/show/1hygb4nGhNhlLn4pBnN00j?si=ca60dcfd758b44b4 Learn more about your ad choices. Visit megaphone.fm/adchoices
Chuck Zodda and Mike Armstrong discuss why the travel boom is beginning to slowdown. US officials to visit China for economic talks as trade tensions rise. StubHub continues to customers with ridiculously high fees. Why getting a late start on retirement savings isn't the end of the world. Disney unveils billions of dollars in theme-park expansions. Will the Olympics in LA be a boon for the city?
What steps can you take today to secure your financial future? In this episode, B.I.G Dreamz dives into the essentials of effective financial planning, offering four practical steps to guide you toward financial freedom. He explains the differences between gross and net profit and provides actionable advice on budgeting across three key areas. You'll find out why saving is crucial for your financial stability and learn how to differentiate between good debt and bad debt with real-world examples. Get equipped with effective retirement planning strategies, from knowing when to start saving to diversifying your portfolio. Learn about the benefits of tools like the FDIC retirement calculator and gain practical advice to help you stay on track. Whether you're just starting out or looking to refine your financial strategy, this episode is packed with insights to help you secure your financial future. “Budgeting… that's a big piece. Because if you can't budget, you can't plan for the future” - B.I.G Dreamz You'll leave this episode with… Four steps that will help you effectively plan for financial freedom The difference between gross and net profit Three different areas you need to budget for Why you need to have savings Examples of good debt and bad debt The best time for you to start saving for retirement A plan that will help set you up for a successful retirement The two parts of retirement planning What does it mean to diversify your retirement How real-estate can be an asset for you The Manhood Experiment of the Week that will get you started on the path to financial freedom ----- Leave a Review: If you enjoyed the show, please leave us an encouraging review and tell us why you loved the show. Remember to click ‘subscribe' so you get all of our latest episodes. https://ratethispodcast.com/man What is the Manhood Experiment? It's a weekly podcast where we give you one experiment to level up your mind, career, business, health, relationships and more! For more tips and behind the scenes, follow us on: Instagram @ManhoodExperiment Tiktok @ManhoodExperiment Threads @ManhoodExperiment Submit your questions @ www.manhoodexperiment.com Resources Mentioned: MHE Episode: 4 Steps on How to Implement a Budget Plan So You Can Be Financially Secure
Maybe you have heard of retirement "gap years" or maybe it's a new concept to you, but how to plan for your retirement gap years is a common question for retirees.The value of these years is that they are likely going to be the lowest tax years for the rest of your life. This means you could have an opportunity to take advantage of those lower tax rates and lower your lifetime tax bill.In this episode of Retirement Answers, we cover:What these gap years areDiscuss how you can use them to your advantageWalk through a real life example of this in actionMy big takeawayThe most important thing you can do is evaluate your situation to see what opportunities you can take advantage of during this crucial time in retirement because you won't get those opportunities back in the future.Want help with your retirement plan?
Discover the truth about infinite banking with Chris Naugle as he joins Ryan Pineda in a conversation debunking misconceptions and explaining the optimal use of Whole Life.---If you want to level up, text me at 725-444-5244! Get access to our community, coaching, courses, and events at Wealthy University https://wealthyuniversity.com/Secure your spot at the #1 conference for real estate, entrepreneurship, and social media here - https://www.wealthcon.org/---Connect with Chris! Instagram - https://www.instagram.com/thechrisnaugle/YouTube - @TheChrisNaugle Websites - https://moneyschoolrei.com https://privatemoneyclub.com/ https://www.chrisnaugle.com/the-money-multiplier/In 2022, Ryan Pineda hosted Chris Naugle, renowned for his infinite banking strategy. For those skeptical about infinite banking, Chris debunked misconceptions and elucidated how Whole Life is intended to be employed for optimal results. The conversation extended to Chris's earlier life as a professional snowboarder, unraveling how he transitioned into the financial realm. They explored his journey into TV with a show on house flipping, a milestone Ryan is yet to achieve!Chris's multifaceted life and diverse projects made for an engaging discussion. The audience is sure to find their conversation compelling and insightful!
James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone.He explains the key concepts that can help your child develop strong money management skills. From starting early to diversifying your investments, learn how you can help set your child up for financial successQuestions Answered:Why is it important to start investing for retirement early in life?How does early investment preparation not only benefit your retirement but also your financial well-being in your younger years?Timestamps:0:00 Intro3:42 Here's where to start7:36 Owner vs lender13:46 Diversification15:42 Starting early18:26 Why it matters21:53 Where are you investing?25:11 Questions to consider26:08 OutroCreate Your Custom Strategy ⬇️ Get Started Here.
Listen to how ordinary people built extraordinary wealth - and how you can too. You'll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John Delony, George Kamel & Jade Warshaw. Helpful Resources: Need Help with your investments? Click here to connect with a SmartVestor Pro. To learn more about how to plan for Retirement click here To learn more about Investing click here Create a college savings plan for your child's future. Click here to connect with a SmartVestor Pro. Learn more about your ad choices. https://www.megaphone.fm/adchoices Ramsey Solutions Privacy Policy
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