POPULARITY
148 episodes with plan for retirement
8 episodes with plan for retirement
2 episodes with plan for retirement
2 episodes with plan for retirement
2 episodes with plan for retirement
2 episodes with plan for retirement
3 episodes with plan for retirement
2 episodes with plan for retirement
2 episodes with plan for retirement
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
Mike explains the different aspects of a financial plan, such as taxes, estate planning, and risk management. He shares why it's important for these factors need to work together to create success in retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!See omnystudio.com/listener for privacy information.
In this week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them as a couple. Is there a way to ensure both spouses are happy with the plan? How can someone who likes growth and someone who wants guaranteed income both get what they want in the same plan? How important is it for your plan to be designed specifically for you? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.Safe Money Retirement® - Insuring Your Retirement Dreams
On this episode, Val discusses the benefits of federal employees buying back time for retirement purposes. He explains that military time and previous federal service time can be purchased to enhance pension calculations and allow for earlier retirement eligibility. He also highlights the cost-saving advantage of buying back time early to avoid accumulating interest. Finally, Val outlines the process for purchasing military time and re-depositing federal service time, urging employees to seek personalized advice to maximize their own retirement benefits. Visit Federal Retirement Show for more information and to request a complimentary copy of Val's book on federal benefits. Current or former federal employees are entitled to a complimentary consultation now! Book yours today at FederalRetirementShow.com Call our office: (833) 777-7ABXSee omnystudio.com/listener for privacy information.
Greg Taylor, Founder of Legacy Retirement Group has some very important tips to help get you to the finish line while saving more money along the way
There is less than a decade of time left for Congress to repair Social Security before funds are depleted, according to a new report from Social Security trustees. If ignored, the loss could result in a cut in payments of up to 21% for millions of retirees. With the future of the government program being unstable, how can we prepare for a retirement without social security? James Royale from Bankrate lends advice on how individuals can prepare for that possibility.
Are you approaching retirement and feeling overwhelmed by the financial planning process? On todays episode we will discuss... The importance of acknowledging and managing your emotions when planning for retirement. How to create a realistic budget that considers future expenses, including potential assistance for your children. Why having a consistent, dependable income stream is crucial for a stress-free retirement. Strategies to avoid the biggest threat to your retirement security: market downturns. How tax laws can impact your retirement income and the benefits of tax-planning strategies. Get your FREE Retirement Roadmap! See omnystudio.com/listener for privacy information.
Got a business? Got retirement? Often the first answer is “yes” and the second is “no”. Learn tips from Tim and Tyler as they share four retirement planning strategies for business owners.
Each week BusinessDesk and the NZ Herald's Cooking the Books podcast tackles a different money problem. Today, it's how sole traders can still protect their future finances, in a tough economic environment. Hosted by Frances Cook. If you have a question about this podcast, or a question you'd like answered in the next one, come and talk to me about it. I'm on Facebook here, Instagram here, and Twitter here.See omnystudio.com/listener for privacy information.
Are you in your 50's and planning the steps to retire? Ashley Micciche from True North Retirement Advisors has some tips to remember and how to get on track.True North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.
A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he's not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown children in retirement can be detrimental to your overall retirement. Gary Nolan has a trip planned back to 1924 and you've got first class seats. Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you can have your very own podcast and never have to leave your office.See omnystudio.com/listener for privacy information.
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!
This episode of WealthWorks Radio discusses the similarities between football and retirement planning. Eric Kearney and Joseph Lanza emphasize the importance of analyzing the field and creating a game plan for retirement. They highlight the need for a team of professionals, including financial advisors, to guide individuals through their retirement journey. The episode also explores the role of offense and defense in retirement, the implementation and monitoring of financial plans, and the importance of customization in financial planning. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.See omnystudio.com/listener for privacy information.
A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he's not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown children in retirement can be detrimental to your overall retirement. Gary Nolan has a trip planned back to 1924 and you've got first class seats. Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you can have your very own podcast and never have to leave your office.See omnystudio.com/listener for privacy information.
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.
Warwick Life host Scott Nerney talks with Spinnaker Asset Management Certified Financial Planner Lisa Picillo. Spinnaker Asset Management is a small Warwick firm that offers customized and personalized retirement planning. Hear myths about financial planning, how financial planners work with clients of all ages to set and meet their retirement goals, and how expert advice can help you navigate complex investment options. Visit the Spinnaker Asset Management website. Write to Lisa at lpicillo@spinam.com. Warwick Life highlights what's special in Warwick, Rhode Island and helps listeners get the most from this seaside community. Warwick Life is produced by Scott Nerney and presented by the Varnum Memorial Armory Military & Naval Museum. Write to warwicklife@gmail.com. Music by Tess Der Manouelian.
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
Many Americans stopped contributing to retirement savings in the past 24 months. If you live in Franklin, Tennessee, Goldstone Financial Group (630-620-9300) can help you cover your current and future needs. Go to https://goldstonefinancialgroup.com/ for more information. Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com
These little gems of financial advice has gi ven me peace of mind and a path to financial stability. If you're just starting out as a teacher or you're a veteran; listen to find out what these gems are and how you can evaluate and adapt them to your situation to gain peace of mind. So grab a cup of coffee or tea and enjoy. You can thank me later.Show your support for the podcast: 1. Signing up for our newsletter/Classroom Management Template Letter at https://teachersimpact.net 2. Follow us on Instagram or Threads: @teachersimpactpodcast Disclaimer: I am not an attorney, accountant or financial advisor, nor am I holding myself out to be, and the information contained in this podcast is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.
Welcome to the ninety eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we talk about when should a Australian expat start planning for retirement. When Australians move overseas quite often their superannuation fund and the mechanisms behind saving for retirement tend to fall by the wayside as they focus on building their wealth using other vehicles. What a lot of people don't realise is that when they are living overseas and they are not contributing at least 10% of their income to superannuation unless they are saving this amount elsewhere they could be financially disadvantaged compared to their colleagues back in Australia. In this episode we run through the following topics: • Do I need superannuation if I am not retiring to Australia? • Can I contribute to my superannuation just before I retire? • What structures should I consider when retiring? • Can I utilise foreign pensions and social security? Links that we discussed in this episode include: • Tax Residency and Financial Planning Seminars in Dubai and Abu Dhabi - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/ If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community. Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Charisse Rivers of Zinnia Wealth Management sits down with former Rascal Flatts lead singer Gary LeVox. They discuss the award-winning vocalist's new solo career, the importance of having the right team around you and his plan for retirement.
A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he's not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown children in retirement can be detrimental to your overall retirement. Gary Nolan has a trip planned back to 1924 and you've got first class seats. Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you can have your very own podcast and never have to leave your office.See omnystudio.com/listener for privacy information.
Business coach Ari Iny joins Melinda to answer a listener's question regarding retirement. As a business owner, the strategy and approach isn't the same as it is for an employed person — and Ari provides a framework for coaches to plan accordingly.
How Medical Professionals Plan for RetirementAbout Drew PowersDrew Powers is the Founder of Powers Financial Group LLC, a Registered Investment Advisor, specializing in advanced investment and insurance strategies for Medical and Dental Professionals, Business and Practice Owners, and Successful Professionals.Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies.At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. He holds FINRA Series 7 & 66 registrations, as well as Life and Health Insurance licenses. As a member of Ed Slott's Elite IRA Advisor Group, Drew receives in-depth technical training on advanced retirement account planning strategies and estate planning techniques, new tax laws, and proactive preparation for pending legislation. Drew has also trained under former IRS trainer Sandy Botkin, and he has been named a Five Star Wealth Manager for 2019 and 2020. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.Chapters00:00 How Medical Professionals Plan for Retirement00:57 How did Drew get started helping folks in the medical industry on retirement planning?01:44 Why are medical residents important to Drew as clients and what do they do?03:29 How does Drew counsel someone who is deeply in debt?05:12 What is the first thing Drew focuses on with his clients?06:59 What kind of disability insurance do residents who aren't making a lot of money get?08:53 It is more difficult to ensure one type of medical practitioner than another?10:18 How does a retirement plan work for medical professionals? 12:56 How does a minimum-wage earner in the medical industry obtain a retirement plan?15:31 What ERISA stands for and what are the things that they allow people to achieve that make them so vital to Drew's business with his clients?17:19 How to buy the assets for less money while avoiding taxes?18:53 Why do many believe that wealthy individuals do not require insurance?23:50 How much of Drew's business comes from referrals?25:08 What should people pay attention to when referring Drew?26:17 Which one would Drew prefer to work with: someone who has already started working with a financial advisor or a new one?28:11 What information must a client provide for Drew to assist them?29:52 What will an estate planning attorney hear that will make them want to visit Drew?32:54 How does Drew help families who have list a loved one?
It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast This week the theme was: 5 Benefits of A Financial Plan For Retirement
This week's theme on the Retirement Quick Tips Podcast is: 5 Benefits of A Financial Plan For Retirement Today, I'm talking about when you should embark on the planning process if you're going to create a financial plan for retirement.
This week's theme on the Retirement Quick Tips Podcast is: 5 Benefits of A Financial Plan For Retirement Today, I'm talking about the number 1 benefit of having a financial plan for your retirement: Clarity/Confidence.
Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing over $300 million in client assets. I'm a Chartered Retirement Planning Counselor and I'm using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision. On this podcast, I cover everything from investing, to retirement spending, to taxes in retirement in just a few minutes each day, so if you're 5-10 years on either side of retirement, and looking for some daily doses of retirement planning wisdom, stick around this week as I talk about: 5 Benefits of A Financial Plan For Retirement
How to Plan for RetirementAbout Patrick Cote:AssetGrade is a fee-only Registered Investment Advisor firm that provides financial planning and investment management services for HENRYs (High Earners, Not Rich Yet) and businesses.Prior to launching AssetGrade in 2013, Pat held a number of executive roles at Fidelity Investments, including running operations for communications and investment reviews for more than 13,000 clients with retirement plan assets totaling more than $600 billion. Pat also ran strategy and acquisitions for OneShield, a KKR-backed insurance software and services provider. He is a former strategy consultant from Bain & Company in London and Boston. Pat is a Chartered Financial Analyst® and earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from McGill University.Patrick R. Côté, Founding Partner AssetGrade(617) 933 7257patrick.cote@assetgrade.comwww.assetgrade.comChapters00:00 How to Plan for Retirement00:51 How did Patrick become a financial advisor?01:50 Patrick's advice for people who are unable to retire due to financial obligations07:03 Patrick's advice for people that start their businesses late09:35 What are the strategic differences between being an entrepreneur and a wage earner?12:08 How does Patrick prepare his clients for what their future lifestyle would be like?13:46 What are Patrick's clients' retirement misconceptions?15:33 How damaging are credit cards?20:59 How did Patrick's firm become one of the best in the country?22:21 Who is Patrick's ideal client?23:52 What are Patrick's strategies for dealing with clients?25:38 What is the difference between a fee-only financial advisor and someone who earns a commission by selling a product or service?28:52 Who is the type of person Patrick wants to work?31:35 Why investing in only one company is a bad idea?32:46 What is the advice Patrick has given as a result of COVID?34:11 How does Patrick handle clients who want to invest in S&P 500 Index Funds?36:30 People should consider their stock portfolio in the same way they consider the investment in their home
Learn about the 5 financial areas you should focus on when planning for retirement in your 60s. | Keil Financial Partners
This weekend a man in his 20's drowned in Rice Lake. And that's raising warnings about water safety. Next, we're talking how to prepare for retirement. Are you looking at the next stage?
You can save for retirement and still enjoy the fun part of being 50+. Tune in to learn about how to plan for retirement within your fifties, in five steps.
There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That's why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver. https://pfgwm.com/wp-content/uploads/sites/2/2023/04/Investing-Simplified-04.16.23.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment Matt Sudol, Wealth Advisor Email: mattsudol@pfgwm.com Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible! Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.
100 minus your age is a poor retirement formula.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.In this eye-opening podcast, we sit down with Jamie Hopkins, an expert in retirement planning, to discuss the retirement lie that many of us have been told. For years, the conventional wisdom has been that you should subtract your age from 100 to determine the percentage of your retirement portfolio that should be invested in stocks. However, as Jamie points out, this formula is outdated and can actually be detrimental to your retirement savings.By relying on this formula, you could be missing out on critical opportunities to diversify your portfolio and maximize your returns. Jamie walks us through the flaws in this formula and offers alternative strategies for retirement planning. He also touches on the importance of developing a comprehensive retirement plan and the role that factors like healthcare and longevity should play in your planning.If you're nearing retirement age or just starting to think about your retirement strategy, this podcast is a must-listen. Don't fall for the retirement lie - take control of your financial future and make informed decisions based on the latest research and data. Join us for an insightful discussion with Jamie Hopkins and take the first step towards a secure and comfortable retirement.Join this channel to get access to perks:https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/joinDon't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsDavid C Barnett Small Business and Deal Making M&A SMBI discuss buying, selling, financing and managing small and medium sized businesses...Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Welcome to Investories Deep Dive Season 1: Creative Financing We're breaking down the strategies to empower your Real Estate investing journey. Season 1 is all about creative financing. The who, the what, and importantly the how. Creative financing isn't just seller financing, and we're going to dive into it all, from subto, to hard money. Today is a little different. A self-directed IRA is an individual retirement account that allows you to invest in a wide range of assets beyond the typical stocks, bonds, and mutual funds. With a self-directed IRA, you have the freedom to invest in alternative assets such as real estate, private equity, cryptocurrency, and more. Kaaren Hall is the founder of uDirectIRA.com, a third-party administrator providing complete and accurate information on self directed IRAs so you can make the most of your retirement funds. They do not promote any investments. Rather, they provide the knowledge, tools and information you need to make self-direction easy. uDirect help you get started quickly and easily, and stay with you every step of the way. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Because self-directed IRAs can have a dramatic impact on retirees' quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kaaren Hall uDirectIRA: https://udirectira.com/ Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A/featured Email: info@uDirectIRA.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John: Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus
We put Artificial Intelligence to the test and ask it to list out the seven steps to create a successful retirement. Jim Fox breaks down the plan and points out some issues that he sees missing.
The one and only Ben Shearon returns, speaking to us about the financial vehicles, strategies and tactics available to those living in Japan who wish to save, invest and plan ahead for their retirement.
This week, Caprice Black joins us on Upticks to discuss Health Insurance for individuals both prior to and after turning 65. Caprice has a wealth of knowledge, and this show could have gone on for hours. If you or someone you know wants to learn more about Health Insurance, please let me know. I'm happy to make an introduction to Caprice. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 15 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics. In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees. Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them. Visit Our Website https://www.falconwealthadvisors.com/ Listen to our Podcasts https://www.falconwealthadvisors.com/content.html We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #healthinsurance #medicare #retirementplanning #upticks #retirement #kansascity
The only time it's too late to start planning for retirement is the day you retire! Up until then, there are still plenty of things you can do, even if your current retirement plan is nonexistent. On this episode of the Messy Wonderful podcast, I'm going to tell you the 4 action steps you need to take if you want to plan for a safe and comfortable retirement. I'm also going to give you the plug-n-play tool that every business owner needs to give themselves a better retirement package than ANY employer! Get the Know Your Biz Numbers TemplateTo see the full blog post (show notes) head to: https://messywonderful.com/feel-like-youre-too-late-to-plan-for-retirement-start-here/Grab my Monthly Meal Plan System to easily plan your meals for an entire month.DM us on Instagram if you need any help at all: https://www.instagram.com/messy_wonderful/We're in this together because life is messy but oh so wonderful!As always, you can find everything on the blog www.messywonderful.com
Football season is here. Do you have a playbook for the retirement red zone? Bud Kasper and Logan DeGraeve discuss creating your game plan for retirement and what you need to know to score. Start Planning and Read the Article Here: https://barberfinancialgroup.com/creating-a-game-plan-for-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign=creating-a-game-plan-for-retirement
Keeping assets of retired participants in plan is the topic of discussion between Ron Cohen, head of Defined Contribution Investment Only Distribution, and Nate Miles, head of Retirement, at Allspring Global Investments. Podcast length – 12:44, Disclosure length – 1:50 Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0922-00225
Keeping assets of retired participants in plan is the topic of discussion between Ron Cohen, head of Defined Contribution Investment Only Distribution, and Nate Miles, head of Retirement, at Allspring Global Investments. Podcast length – 12:44, Disclosure length – 1:50 Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0922-00225
Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through the three major mistakes you should avoid when planning for retirement. They talk about risk versus reward during retirement, why so many retirees are returning to work, and the benefits of proper retirement planning. [02:40] Introduction [03:33] Risk Versus Reward During Retirement [06:49] Understanding the Two Major Types of Investment Risk [09:15] The Difference Between Individual and Portfolio Volatility [14:20] Investment Risk During the Accumulation Versus Distribution Phase [19:10] Why So Many Retirees are Going Back to Work [22:38] Why You Need to Test Drive Your Retirement [30:25] Always Have a Plan For Retirement [34:30] Understand That Your Goals and Lifestyle During Retirement Will Change [36:55] The Benefits of Proper Retirement Planning [39:50] Parting Thoughts Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
Welcome to The Freedom Investing Podcast!We share tips from experts on investing in personal finance and mindset so that you can finally have the freedom to work less and live more. Hosted by Kris Toribio.The Freedom Investing Podcast was created to help everyone regain control over their time and achieve true financial freedom! In the second episode, I talk with Camilla Jeffs!Camilla Jeffs is the Founder and CEO of Steady Stream Investments, an education company teaching people how to add passive income streams to their lives via apartment group investing. Camilla is a general partner in over 1,000 multifamily units and a 65-bed assisted living community. In addition to her 20 years of experience investing in real estate, she holds an MBA and was known as an innovative HR leader for tech companies. Camilla has started four successful businesses and is the mother of five amazing children. She loves to play soccer and tennis and raise farm animals.Camilla talks with us about why her family drove her to explore investing. She also gives us amazing insight on how to thrive outside of corporate life and how you can manage your time more effectively to live the life you have always wanted.Join us for our second episode as we explore ways to help you live the life you deserve! Subscribe to my Youtube channel, so you never miss an episode! Visit www.freedominvesting.com to see how we can help you!
41 years old and self-employed, what's the best way for me to save for retirement? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Too often, investment advisors focus on "reverse dollar cost averaging" strategies for retirement planning and ignore longevity risk. All too frequently, women - who happen to live longer and earn less than men - find themselves at the most risk in this scenario. David Macchia, Retirement Income Entrepreneur, Founder of Wealth2k and author of Constrained Investor and Lucky Retiree joins us today with guest host, Bruno Caron - Associate Director at AM Best to discuss in depth. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/macchia/ https://davidmacchia.com/ https://www.constrainedinvestor.net/ https://www.amazon.com/Lifetime-Income-Retire-Strength-associated-ebook/dp/B08W2GWYNJ/ref=sr_1_1?keywords=bruno+caron&qid=1652878959&sprefix=bruno+caron%2Caps%2C307&sr=8-1
© 2020-2025 Ivy Podcast Discovery LLC
