Podcasts about portfolio review

Play Episode Listen Later Apr 28, 2026 6:39

What happens when your retirement dreams collide with risky decisions inspired by social media? This episode dives into the challenges of making bold financial moves, the value of trusted advice, and how a portfolio x-ray can reveal hidden strengths and weaknesses in your retirement plan. Join Ethan for real stories, practical insights, and a candid look at balancing ambition with caution. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

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What a Portfolio X Ray Can Reveal

America's Retirement Headquarters

Play Episode Listen Later Mar 24, 2026 16:10

A fresh breeze can reveal what’s been hiding—and the same can be true for your portfolio. In this episode, Brandon Bowen uses the idea of “spring cleaning” to explain why a portfolio review can uncover hidden risks, high costs, and overlapping investments. The conversation walks through what a portfolio X‑ray looks for, including risk exposure, investment fees, and redundancy across holdings. Listeners will hear how portfolios can quietly drift out of balance over time and why getting a clear picture matters most for those nearing or already in retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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America's Retirement Headquarters WSPD 032426 Podcast

Play Episode Listen Later Mar 24, 2026 38:55

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! What if tax season is the moment you discover your retirement plan deserves a closer look?As filing deadlines approach, many people focus on paperwork while overlooking how taxes may quietly shape their retirement income year after year. In this episode, Nolan Baker explores why taxes shouldn’t be treated as a once-a-year task, but as an ongoing conversation within a broader retirement strategy. Drawing from a real-life experience of discovering significant overpayments, the discussion highlights how gaps in coordination between tax professionals and financial planners can lead to missed opportunities for clarity and planning. If your tax conversations feel reactive, or stop once the return is filed, this episode raises important questions about proactive planning, professional collaboration, and understanding how today’s tax decisions can influence tomorrow’s retirement picture. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that 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.com See omnystudio.com/listener for privacy information.

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The "Zombie Company" Purge

InvestTalk

Play Episode Listen Later Jan 29, 2026 45:41 Transcription Available

Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

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Listener Questions Answered : Defensive assets, super tax sting and US investment risks

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Jan 29, 2026 28:33 Transcription Available

The sharemarket is surging and we are trading like it's late 2007, which makes it a very good time to review how your portfolio would fare if things turn sour.It's also time to catch up on new changes in super. Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby in this episode In today's show, we cover: Cash, annuities and hybrids Stings in the new super tax bill US investments and Australian tax Should I transfer my UK pension back to Australia? See omnystudio.com/listener for privacy information.

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The Struggle to Find Your Original Voice as an Artist

This is How We Create

Play Episode Listen Later Jan 28, 2026 14:14

What does the advice, "Just be yourself," mean when you are still figuring out who you are as an artist? In this episode photographer, Martine Severin, shares her "prickly" journey to discovering her creative voice and why the path from imitation to authenticity is rarely a straight line. We discuss the "gap" between our taste and our abilities, the pressure artists of color face to be original yet palatable, and why a simple concept changed how she approaches her work. If you are tired of performing for applause and ready to find a voice that feels like home, this episode is for you. Chapters 00:13 The Taste Gap 02:29 The Portfolio Review 04:40 Imitation vs. Authenticity 07:02 The Trap of Originality 09:20 The Burden of Representation 11:38 Voice as a Garden Support the Show Website: http://www.martineseverin.comFollow on Instagram: @martine.severin | @thisishowwecreate_ Subscribe to the Newsletter: http://www.martineseverin.substack.com This is How We Create is produced by Martine Severin. This episode was edited by Daniel Espinosa. Podcast show art is designed by Violetta Encarnación. Music by Timothy Infinite. Subscribe wherever you get your podcasts Leave a review Follow us on social media Share with fellow creatives

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Five Retirement Opportunities You Don't Want to Miss in 2026

Retirement Key Radio

Play Episode Listen Later Jan 20, 2026 14:52

What if the biggest retirement opportunities of 2026 are hiding in plain sight? Abe Abich breaks down five practical moves retirees and pre‑retirees can make this year, from strengthening portfolios after a long market run to leveraging new contribution limits, combating inflation, maximizing HSAs, and getting intentional with estate and legacy plans. Learn how small, strategic adjustments can help you stay prepared as economic factors shift. This episode delivers clear guidance to help you navigate a new year with confidence. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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The Retirement Wake‑Up Call Too Many Savers Ignore

Retirement Key Radio

Play Episode Listen Later Jan 18, 2026 12:42

What if one market downturn could change the entire course of your retirement? In this episode from this past weekend’s radio show, Abe Abich breaks down the five key opportunities retirees can examine entering 2026, including portfolio review, contribution updates, inflation protection, HSA advantages, and legacy planning. He also explains how recent market swings, higher contribution limits, and RMD considerations impact those nearing retirement. Real client stories highlight why planning, not guessing, is essential as economic uncertainty continues. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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Is Your Retirement Coach Stuck in the Past?

Michigan's Retirement Coach

Play Episode Listen Later Dec 7, 2025 21:11

Is your retirement plan running on a playbook from a decade ago? Mike Douglas tackles why sticking to outdated strategies can cost you, the importance of proactive tax planning, and how building multiple income streams can protect your financial future. Hear real stories of retirees who revamped their approach and gained confidence in uncertain times. Catch all the insights from this past weekend’s radio show. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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#149: Homeschool OT Explains Reflex Integration, Picky Eaters & Kids Who Won't Sit Still

The Homeschool How To

Play Episode Listen Later Dec 6, 2025 44:50 Transcription Available

What happens when vaccine mandates, school regulations, and a mama's intuition collide? In this episode, I sit down with Tiffany, a homeschool mom of almost-seven-year-old twin boys in West Virginia and an occupational therapist who now serves the homeschool community.Tiffany shares how COVID, vaccine requirements, and a strong Christian conviction opened the door to homeschooling—not just for her twin boys, but for her stepkids too. We talk about co-ops, jujitsu, piano lessons, state requirements, and why “freedom” is the first word that comes to mind when she thinks of home education.As an OT, Tiffany also dives into reflex integration—how primitive reflexes can affect things like handwriting, reading, attention, picky eating, emotional regulation, and why some kids “can't sit still” no matter how hard they try. If you've ever wondered, “Is this just a phase, or does my child actually need help?” this conversation is for you.In this episode, we cover:Homeschooling energetic twin boys with totally different strengthsNavigating co-ops, church life, and daily rhythms in West VirginiaHow vaccine mandates and religious convictions pushed some families toward homeschoolingThe difference between classical education and programs like Classical ConversationsWest Virginia vs. New York homeschool requirements (portfolio reviews, testing, paperwork)What pediatric occupational therapy actually is for homeschoolersReflex integration 101 and how unintegrated reflexes can show up asPoor handwritingTrouble sitting stillVisual scanning issues when readingPicky eating, chewing on clothes/pencilsBig emotions and meltdownsWhy it's okay to ask for help and build your “village” as a homeschool parentConnect with Tiffany:Www.agapelove.comFacebook: The Homeschool OT, Tiffany ParsonsOther therapy resources: Www.HomeschoolOT.com Facebook: The Homeschool OT, Sarah CollinsHarkla (parent trainings): https://harkla.co/?rfsn=8716597.365cfaeLearn more about Green Ember: Helmer in the Dragon Tomb—the new prequel book from S. D. Smith—and explore the companion video game now available on Steam: sdsmith.com/helmer Perfect for parents seeking meaningful, courage-building stories for kids ages 8–12.

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Why Strong Earnings Aren't Lifting Stocks | Q3 2025 Earnings Breakdown

Left Brain Thinking

Play Episode Listen Later Dec 2, 2025 26:49

Strong results, soft reactions. In this month's Jarvis Update, CIO Noland Langford and Director of Research Brian Dress review Q3 earnings trends, consumer weakness, AI infrastructure growth, and what executives should evaluate as year-end approaches. Links: • Download the Executive Stock Compensation Guide • Download the Income Securities Guide • Schedule a Portfolio Review

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Is It Time to Fire Your Financial Coach? Spotting the Red Flags

A Better Way Financial Podcast

Play Episode Listen Later Dec 2, 2025 14:49

Is your financial advisor still the right coach for your retirement? Brandon Bowen breaks down the warning signs that it’s time for a second opinion, from outdated strategies to poor communication. Learn how to spot red flags, ask the right questions, and make sure your retirement plan is truly working for you. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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Is Your 401k at Risk? The Hidden Pitfalls Revealed

Play Episode Listen Later Nov 18, 2025 12:26

What if your retirement plan is quietly putting your nest egg at risk? In this episode, Frank and Frankie Guida break down why popular 401k strategies like target date funds and the classic 60-40 rule may leave you exposed to market downturns. Discover overlooked options for reducing risk, boosting returns, and making smarter choices as you approach retirement. Real stories and practical analysis reveal how a risk and return review can help you avoid costly surprises and take control of your financial future. 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.

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Retirement Risks: Are You Listening to the Right Voices? | From IPO FOMO to Financial Wisdom: Lessons for Retirees | Portfolio X-Ray: What's Really in Your Retirement Drawer?

Play Episode Listen Later Nov 11, 2025 6:39

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Is Your Retirement Cash Working Hard Enough? | Unlocking Hidden Returns: Beyond Money Markets | Portfolio X-Ray: Are You Missing Opportunities?

Your Retirement Radio With Kevin Madden

Play Episode Listen Later Nov 4, 2025 5:43

Are you missing out on higher returns by playing it safe with your retirement cash? This episode explores how shifting interest rates impact money market funds and why structured investments could offer better yields. Ethan breaks down strategies for protecting your principal, maximizing returns, and re-entering the market with confidence. Plus, learn what a portfolio x-ray can reveal about your financial future—all in a practical, jargon-free conversation As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

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Is Your Retirement Income About to Disappear?

Unlock Your Wealth

Play Episode Listen Later Oct 14, 2025 16:48

Are your savings safe from the Fed’s next move? Dive into the realities of falling interest rates, renewal risk, and the “spending smile” in retirement. Raj Shah and Rick Borek reveal how to lock in lifetime income, avoid costly mistakes with old annuities, and plan for unpredictable retirement spending. Real client stories and actionable strategies show why a second look at your portfolio could be the smartest move you make this year. 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.

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How Much Can You Stomach? Rethinking Risk in Retirement

Play Episode Listen Later Sep 9, 2025 16:08

What if your retirement plan is built on assumptions you’ve never questioned? In this episode of Your Retirement Radio Podcast, Kevin Madden breaks down risk tolerance, inherited IRAs, and the myth of the “magic number” for retirement. With real-life examples and a relaxed, conversational tone, Kevin explores how personalized planning—not guesswork—can bring clarity and confidence to your financial future. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

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From Touchdowns to Purpose: Finding Your Post-Career Game Plan

Play Episode Listen Later Sep 9, 2025 7:23

What do baseball trades and retirement planning have in common? More than you think. In this episode, Abe Ashton draws parallels between mid-season roster changes and mid-year financial checkups, urging listeners to reevaluate their retirement strategies. From portfolio reviews to finding purpose post-career, Abe and his team explore how structure and intention can transform the retirement experience—especially for men who may feel adrift. Plus, hear insights inspired by NFL legend Larry Fitzgerald’s candid take on life after football. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

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The Truth About Target Date Funds

Play Episode Listen Later Jul 29, 2025 10:47

Target Date Funds (TDFs) might seem like a simple solution for your 401(k), but are they really working for you? In this episode, Brandon Bowen breaks down the pros and cons of TDFs, why they may be too “vanilla” for your retirement goals, and how a personalized portfolio review can uncover hidden fees, overlap, and missed opportunities. If you’re relying on a set-it-and-forget-it strategy, it might be time to rethink your approach. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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Retirement Risk: Are You Driving Too Fast?

America's Retirement Headquarters

Play Episode Listen Later Jul 8, 2025 12:17

Are you speeding toward retirement without checking your risk? In this episode, Brandon Bowen shares a cautionary tale of a couple who lost half their portfolio just as they were ready to buy a home in retirement. He explains why de-risking your investments before retirement is critical—and how to know if you're going too fast. From market volatility to forced layoffs, Brandon outlines the signs that it’s time to slow down and protect your nest egg before it’s too late. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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The Retirement Fee Trap: What You're Really Paying

Play Episode Listen Later Jun 24, 2025 33:30

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! What do Ticketmaster fees and your retirement account have in common? More than you think. In this episode of America’s Retirement Headquarters, Nolan Baker breaks down the hidden costs that could be quietly draining your retirement savings. From 401(k)s to annuities, we explore how even a 1% fee difference can cost you tens of thousands over time. Learn how to uncover these fees, compare them to industry benchmarks, and make smarter decisions to stretch your retirement dollars further—no matter where you live. 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 that 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.

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Navigating Summer Vacations with Financial Planning

extraETF Podcast – Erfolgreiche Geldanlage mit ETFs

Play Episode Listen Later May 20, 2025 22:28

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially during the summer vacation season. He shares personal anecdotes about family vacations and emphasizes the need for proper financial preparation for spontaneous trips. The conversation shifts to the differences between captive and independent insurance agents, highlighting the potential savings when working with independent advisors. Brandon also addresses the hidden costs associated with financial advice and the importance of understanding investment fees. He encourages listeners to consider a portfolio x-ray to identify any excessive fees they may be paying, ultimately aiming to provide a clearer financial picture for retirement planning. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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#249 Ich zeige dir mein Depot | Portfolio Review

Play Episode Listen Later May 7, 2025 20:17

In diesem Podcast gebe ich dir ein Update zu meinem privaten Depot – das letzte Depot-Update war im November 2023. Seitdem hat sich einiges getan: Verkäufe, Umschichtungen und neue Erkenntnisse. Ich zeige dir, wie ich mein Portfolio an reale Lebenssituationen angepasst habe. Wenn du dein Depot auch professionell tracken willst, nutze den kostenlosen extraETF Portfolio Tracker. Viel Spaß beim Anhören! ++ Werbung ++ Wie navigierst du in einem volatilen Markt und erhältst potenziell regelmäßige Einkünfte? Dividenden können helfen, zusätzliches Einkommen zu erzielen und langfristig Vermögen aufzubauen. Invesco bietet ETFs an, die auf Unternehmen mit hohen Dividenden und geringer Volatilität setzen. Besuche www.invesco.de und probiere den ETF-Sparplanrechner aus, um zu sehen wie du auch schon mit kleinen, regelmäßigen Investitionen einen langfristigen Vermögensafbau starten kannst. Als einer der weltweit größten unabhängigen Vermögensverwalter und ETF-Anbieter, bietet Invesco eine breite Auswahl von über 140 ETFs an, die Indizes, wie den Nasdaq, S&P 500 oder FTSE All World als ein möglicher zentraler Bestandteil des Portfolios abbilden. Kapitalanlagerisiko. Mehr Infos unter: https://go.extraetf.com/invesco-podcast-etf-sparplanrechner-07052025 ++++++++

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Navigating Scams in Retirement Planning

Success in the New Retirement

Play Episode Listen Later Apr 8, 2025 13:01

This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper planning to ensure financial security in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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The Importance of Personalized Financial Planning

Play Episode Listen Later Apr 1, 2025 24:03

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of personalized financial planning, particularly in retirement. He critiques popular financial gurus for their broad advice and emphasizes the need for tailored income planning that addresses longevity, tax risks, and market volatility. Through client success stories, he illustrates the benefits of having a comprehensive income plan and highlights common pitfalls in portfolio management. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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When to look at your portfolio, when to take action

Agent Survival Guide Podcast

Play Episode Listen Later Mar 6, 2025 13:24

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

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Hold vs Sell: How to Know When to Take Profits

The Investor Lab

Play Episode Listen Later Feb 15, 2025 87:16

That property in your portfolio that's been performing well... have you been wondering if it's time to cash in? You're not alone. This week, we're tackling the age-old property investor's dilemma: Hold vs. Sell. We dove deep into the science and strategy behind knowing exactly when to take profits – and when to hold for another growth cycle. What you'll learn:• The truth about 'Buy & Hold' (and why it's not always the best strategy)• How to read suburb-level data to spot stagnation before it hits• Real case studies: Including a high-growth property owner facing the "sell or buy more" decision• Practical frameworks for analysing your own portfolio If you've been wondering when to hold 'em or when to fold 'em, this is the episode for you. See you on the inside WATCH ON YOUTUBE TO SEE THE CHARTS: https://www.youtube.com/watch?v=gVM0xAYBzwE -- Join Property Pathfinder, for free Real Estate Market Intelligence here: http://propertypathfinder.io Apply for a Portfolio Review here: https://pages.dashdot.com.au/TILportfolioreview Got a question? We're all ears!https://bit.ly/tilqs Want help to invest in 2025? Book in a quick chat here and we’ll point you in the right direction:https://bit.ly/3E0wKGa Need finance guidance? Chat with Callum: http://hey.dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: Bitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect: https://www.dashdot.com.au https://youtube.com/@theinvestorlab https://instagram.com/dashdotproperty https://instagram.com/goosemcgrath https://instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.

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Top 5 Episodes of 2024

Play Episode Listen Later Dec 27, 2024 93:40

Join Sarah as she counts down the top 5 Agent Survival Guide Podcast episodes of 2024! Find out if your favorite episode made the cut… and thanks for listening this year! Number Five: [02:22] Number Four: [21:29] Number Three: [31:18] Number Two: [39:18] Number One: [01:04:19] Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Links to Individual Episodes: 5 Perks of Being a Part-Time Insurance Agent: https://pod.fo/e/28ab20 Agent's Guide to Email Communication Resources: https://pod.fo/e/28ab27 Developing a Retention Mindset ft. Blake Amos: https://pod.fo/e/28ab52 Key Changes for ACA Open Enrollment 2025 ft. Ross Baker: https://pod.fo/e/28aaeb Using a SWOT Analysis to Review Your Insurance Business: https://pod.fo/e/28ab7f Additional Episodes You Might Like: 5 Things About Prepping for the Insurance License Exam: https://pod.fo/e/28ab2c 9 Essential Tools for Beginner Insurance Agents: https://pod.fo/e/28ab2e How Much Can Agents Make Selling Under-65 Insurance: https://pod.fo/e/28aaf7 Simplify Marketplace Enrollments with HealthSherpa: https://pod.fo/e/27a351 Steps to Get Ready for OEP: Federal & State Exchanges: https://pod.fo/e/28aaf6 What Today's Financial Environment Means for Medicare Beneficiaries & Agents: https://pod.fo/e/28aafb Resources for Insurance Agents: Developing an Agency — Your Guide to Getting Started: https://www.ritterim.com/agency-guide/ Email Template for Client Check-in: https://ritterim.com/documents/client-check-in-email-template.docx FMO vs. IMO vs. NMO vs. MGA vs. GA: What's the Difference? https://ritterim.com/blog/fmo-vs-imo-vs-nmo-vs-mga-vs-ga-whats-the-difference/ How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/ Increase Sales and Productivity with the Busy Medicare Agent's Sales Planner: https://www.ritterim.com/blog/increase-sales-and-productivity-with-the-busy-medicare-agents-sales-planner/ Modern Medicare Marketing for Today's Agents: https://www.ritterim.com/modern-marketing-guide/ Request a Portfolio Review from Ritter Insurance Marketing: https://ritterim.com/portfolio/ Ritter Agent Handbook: https://docs.ritterim.com/documents/compliance/Ritter-Agent-Handbook-2024.pdf Ritter Insurance Marketing Official Site: https://ritterim.com/ Stay Organized with the Busy ACA Agent's Sales Calendar: https://www.ritterim.com/blog/stay-organized-with-the-busy-aca-agents-sales-calendar/ The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/ The Complete Guide to Selling Affordable Care Act Insurance Plans: https://ritterim.com/aca-ebook/ The Ultimate Agent Resource List Pt. 1: Market Yourself: https://www.ritterim.com/blog/the-ultimate-agent-resource-list-pt.-1-market-yourself/ Your Step-By-Step Guide to Getting Started in Insurance Sales: https://ritterim.com/free-guide/?utm_source=asg_podcast_link Not affiliated with or endorsed by Medicare or any government agency. The resources in Agent's Guide to Email Communication Reesources are the opinions of staff and agents who work with Ritter Insurance Marketing. We cannot guarantee that an agent's business will succeed if utilizing these recommendations. An agents is solely responsible for making all decisions and taking actions related to their business.

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Portfolio Review after almost 8 years

Agent Survival Guide Podcast

Play Episode Listen Later Jul 31, 2024 11:56

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar: Invest with conviction: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income

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EP #204 | How our savings rate evolved over time? | & Unilever firing people

Dividend Talk

Play Episode Listen Later Jul 13, 2024 61:39

In Episode 204 of Dividend Talk, titled "How Our Savings Rate Evolved Over Time," we dive deep into the journey of personal savings rates. We begin by reflecting on our initial savings rates and how they have shaped our investment strategies over the years. From managing lifestyle inflation to grappling with the concept of not living like students anymore, we discuss the practical challenges of maintaining a healthy savings discipline amidst life's changing financial demands. Our discussion extends to the assumptions we make about future expenses and how these impact our long-term financial planning. We share our experiences with income fluctuations and how they have influenced our ability to save consistently. In our Portfolio Review segment, we discuss a portfolio submitted by Markus. It is an interesting one, especially due to his number 1 holding of 20% Last but not least, we discuss several listeners questions ranging from how to deal with takeover offers to whether Wallgreens will find a path back to growth again. Overall, Episode 204 of Dividend Talk is packed with information again and we wish you all a lovely summer!

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5 Perks of Being a Part-Time Insurance Agent

Play Episode Listen Later Jun 28, 2024 8:34

What if you could give being an insurance agent a practice run before giving up your full-time job? We get it! Learn how to start out as a part-time insurance agent before making the jump to a new career. Read text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 5 Things About Prepping for the Insurance License Exam: https://link.chtbl.com/ASGF20240607 9 Essential Tools for Beginner Insurance Agents: https://link.chtbl.com/ASG595 How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/ Request a Portfolio Review from Ritter Insurance Marketing: https://ritterim.com/portfolio/ Ritter Insurance Marketing Official Site: https://ritterim.com/ The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/ Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://link.chtbl.com/ASG437 What Today's Financial Environment Means for Medicare Beneficiaries & Agents: https://ritterim.com/blog/what-todays-financial-environment-means-for-medicare-beneficiaries-and-agents/ Why Now is the Time to Start Selling Insurance: https://ritterim.com/blog/why-now-is-the-time-to-start-selling-insurance/ Your Step-By-Step Guide to Getting Started in Insurance Sales: https://ritterim.com/free-guide/ References: Captive Agent: What it is, How it Works, Pros and Cons: https://www.investopedia.com/terms/c/captive-agent.asp Five Tips for the Part-Time Agent: https://www.insurance-forums.com/practice-building/hiring-staffing/five-tips-for-the-part-time-agent/ Independent Agent: What It Is and What They Do: https://www.investopedia.com/terms/i/independent-agent.asp Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

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Managing Fees and Fund Selection in 401k Investments

Retire Texas Style!

Play Episode Listen Later Jun 25, 2024 19:05

The conversation discusses various topics related to retirement planning, including the impact of the Dow Jones surpassing 40,000 on 401k investments, the importance of understanding fees and fund selection in 401ks, the potential for interest rate hikes and their effects on the economy, the challenges of high interest rates and inflation on retirees, the need for debt management and emergency funds, the importance of diversification and avoiding excessive risk aversion, the considerations of claiming Social Security benefits and long-term care planning, and the significance of estate planning in retirement. Get your Portfolio Review for FREE NOW! See omnystudio.com/listener for privacy information.

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Taking Action: Proactive Steps for Financial Success

Ready, Set, Retire!

Play Episode Listen Later Jun 25, 2024 19:51

The conversation discusses the opportunity to capitalize on high interest rates before and during retirement. Then, the importance of refinancing retirement plans to take advantage of higher rates. Steve shares examples of how individuals can benefit from refinancing annuities and highlights the need for proactive action. The conversation also addresses the eligibility and benefits of lifetime income annuities and accumulation products. Take advantage of your financial future and call Steve today 508-544-0560 for your complimentary Portfolio Review! See omnystudio.com/listener for privacy information.

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I sold this position in my portfoilo

Agent Survival Guide Podcast

Play Episode Listen Later Jun 6, 2024 11:00

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Increase Sales and Productivity with the Busy Medicare Agent's Sales Planner

Play Episode Listen Later Jan 23, 2024 17:22

Stay organized and on top of sales with Ritter's planner just for insurance agents selling Medicare! We walk through the year, highlighting what agents should focus on during each quarter. Read text version Download your Months of Medicare At a Glance planner NOW! Test Drive the Tools Ritter Insurance Marketing Offers Quarter One: [03:23] Every 'Second' Counts: Why Sell Cancer, Heart Attack and Stroke Insurance? https://www.ritterim.com/blog/every-second-counts-why-sell-cancer-heart-attack-and-stroke-insurance/ How to Follow up with Medicare Clients Compliantly: https://link.chtbl.com/ASG417 Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488 The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/ The Complete Guide to Client Loyalty and Retention: https://www.ritterim.com/client-retention-guide/ The Top 5 Products to Sell During Medicare's Lock-In Period: https://link.chtbl.com/ASG513 Quarter Two: [06:10] AHIP Test Tips and Tricks for Medicare Certification: https://www.ritterim.com/blog/ahip-test-tips-and-tricks-for-medicare-certification/ Build Your Brand with Community Involvement: https://www.ritterim.com/blog/build-your-brand-with-community-involvement/ Carrier Pages: https://docs.ritterim.com/products/carriers/ Certification Center: https://docs.ritterim.com/products/certification/ Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533 FAQs About NABIP Medicare Certification: https://www.ritterim.com/blog/faqs-about-nabip-medicare-certification/ Sense Success with Dental, Vision, and Hearing Plans: https://www.ritterim.com/blog/sense-success-with-dental-vision-and-hearing-plans/ The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG409 The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/ What Is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525 Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://www.ritterim.com/blog/where-how-to-start-cross-selling-to-fill-insurance-coverage-gaps/ Quarter Three: [09:43] 3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP: https://www.ritterim.com/blog/3-benefits-of-contracting-to-sell-medicare-advantage-plans-outside-of-aep/ Get a Portfolio Review from Ritter Insurance Marketing: https://www.ritterim.com/portfolio/?utm_source=asg_podcast_link Quarter Four: [12:26] ACA 101: Selling Under-65 Health Insurance: https://www.ritterim.com/blog/aca-101-selling-under-65-health-insurance/ ACA Basics Knight School Training: https://www.ritterim.com/knight-school/solid-foundation/aca-basics/1/ Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545R Five Reasons Clients Switch Medicare Plans During AEP: https://link.chtbl.com/ASG471R The Complete Guide to Selling Affordable Care Act Insurance Plans: https://www.ritterim.com/aca-ebook/ Things to Think About Post-AEP: https://www.ritterim.com/blog/things-to-think-about-post-aep/ Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ General Resources: Do's and Don'ts of Medicare Compliance: https://link.chtbl.com/ASG542 Meet Your Sales Team at Ritter: https://www.ritterim.com/meet-your-sales-team/ Shop & Enroll: https://www.ritterim.com/shop-and-enroll/ Ritter Registration: https://app.ritterim.com/public/registration/ The Ritter Blog: https://www.ritterim.com/blog/ The Ritter Platform: https://www.ritterim.com/the-ritter-platform/ References: 10 Volunteering Opportunities in Your Community: https://www.dosomething.org/us/articles/volunteering-opportunities-in-your-community 40 Volunteer Statistics That Will Blow Your Mind: https://volunteerhub.com/blog/40-volunteer-statistics 2023 Heart Disease and Stroke Statistics Update Fact Sheet: https://professional.heart.org/-/media/PHD-Files-2/Science-News/2/2023-Heart-and-Stroke-Stat-Update/2023-Statistics-At-A-Glance-final_1_17_23.pdf American Heart Association: https://www.heart.org/ Dual Eligible Special Needs Plans (D-SNPs): https://www.cms.gov/medicare/enrollment-renewal/special-needs-plans/dual-eligible Surprising Statistics about Strategic Planning: https://fundingforgood.org/statistics-about-strategic-planning/

Securing Your Retirement: Long-Term Care Planning and Annuity Trading Insights

Retirement Talk

Play Episode Listen Later Jan 17, 2024 7:18

In todays episode, Kevin sheds light on the often-overlooked topic of long-term care, emphasizing the need for a proactive plan. Discover real-life scenarios where families faced financial challenges due to unforeseen healthcare expenses and learn how strategic planning can safeguard your assets and ensure peace of mind. Then, Kevin explores the potential benefits of trading annuities, especially in today's market with higher interest rates. Uncover how reevaluating and possibly trading an old annuity can lead to increased income during retirement. Kevin shares success stories and valuable insights into optimizing your annuity portfolio. Don't miss this episode for practical tips and expert advice on securing a stable and fulfilling retirement. Call Kevin today for your complimentary Portfolio Review with a Long Term Care Plan! See omnystudio.com/listener for privacy information.

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3-Step Portfolio Review To Not Lose Money For Nothing