Podcasts about portfolio review

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.

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.

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.

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

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.

  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.

In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.Thema: #29 - Portfolio Quartalsupdate Q3 2024 + Community Feedback In der heutigen Folge geht es ausnahmsweise mal nicht um die Quartalszahlen von Unternehmen. Wir veröffentlichen erstmals ein eigenes Quartalsupdate und resümieren über die Positionen in unserem Depot, Performance, Gründe für Käufe und Verkäufe sowie Erwartungen für die nähere Zukunft. Ursprünglich hatten wir einen anderen Inhalt für die Folge geplant, aber unser Gast musste leider krankheitsbedingt absagen. Wir haben diese Folge daher spontan aufgenommen und würden uns dieses Mal noch mehr als sonst über Feedback freuen. Habt ihr allgemein Interesse an derartigen Updates? Was war zu langatmig, was kam dagegen zu kurz? Abschließend gehen wir auf das reichhaltige Community Feedback zur letzten Folge ein.Ein großes Dankeschön gilt auch unserer Community für die Unterstützung! [00:00] Intro + Themenvorstellung[01:10] Portfolio Review[14:24] Position 1 ($IMB.AX, $DR.TO)[26:25] Position 2 ($RGS)[32:57] Position 3 ($KINO.L ,$SUP.L )[49:51] Position 4 ($IVFH, $KINO.L)[01:03:02] Position 5 ($COV.V, $IVFH)[01:11:18] Position 6 ($IMB.AX, $SUP.L)[01:12:47] Positiion 7 ($DSW.L, $COV.V)[01:22:36] Position 8 ($DR.TO,$BABA )[01:27:26] Position 9 ($KLNG, $DSW.L)[01:34:17] Position 10 ($MIND, $ALTO)[01:42:40] Patricks Resterampe ($JOY.TO,$GFP.TO,$5253.T,$EVO.ST)[02:04:38] Verkäufe in den Portfolios[02:13:23] Community Feedback ($MOB.ST)[02:30:47] Disclaimer⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about

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

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!

  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/ 

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.

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.

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

https://weekly52.de/weekly/371 . Stimmungsvolle schwarz-weiß Bilder sind sein Ding, da hat er seine Passion gefunden. Heute geht es nicht um Technik oder Geräte, sondern nur um das Bild. Heute rede ich mit Maik Kroner über das Making of seiner ikonischen Fotos. Wir schauen ihm bei einer Bilderschau über die Schulter und er erzählt hier (und im YouTube-Video), wie und wo er die Motive gefunden hat und wie er die Bilder mit Licht und Schatten komponiert. Es geht um Motivation, Selbstkritik, Kreativität und der eigenen Zufriedenheit in der Fotografie. Dranbleiben - hoffentlich spannend . (00:00) Moin Maik → Grüße an Gate7 und Bettina Arens-Kardell (04:00) Monatsrückblicke: Monatliche Bilderschau auf YouTube (06:20) Tipp: Sounds und Musik für die Bilderschau  (11:50) Jeweils TOP50 Stars-Bilder im Katalog → gnadenlos im Löschen (14:10) Black Magic Photography → sein Ding finden (19:00) Workshops, Feedback und Portfolio-Review mit Maik Kroner (22:00) Anhand der Bilder den Charakter erkennen (30:50) Making of Radio38 in Braunschweig → Schwarz/weiß Sehen und Denken (36:00) Making of Braunschweig Dom und Museum → Licht und Schatten (39:40) Making of Elevador de Santa Justa in Lissabon → Silhouette  (43:00) Making of Phæno, Autostadt in Wolfsburg → Leica Master Shot „Magisches Licht“ (48:45) Making of Quedlinburg → Atmosphäre, Stimmung und zeitlos (54:20) Making of Kapelle in Cadiz → Streetfotografie mit Stimmung (56:15) Making of Nürnberg bei Nacht → Mit offenen Augen: Lichtspot und Schatten (1:00:00) Making of Parkhaus in Braunschweig → Linien und Symmetrie (1:01:30) Making of Koch in der Autostadt → Zeitgeschehen unter Corona (1:03:00) Wer ist der Star auf dem Bild? Ist das s/w oder kann das weg? → https://weekly52.de/weekly/12 (1:07:00) Pläne und aus Fehler lernen  (1:10:50) Fruchtbare Zusammenarbeit mit Leica (1:13:00) Die Zufriedenheit in der Fotografie finden (1:16:00) Dranbleiben, hoffentlich spannend - werdet oder bleibt gesund (1:18:45) Outtakes  . Blog, Podcast & Artwork ● https://www.weekly52.de ● https://anchor.fm/weekly52 ● https://open.spotify.com/show/5dcxplgYqorBM19rDGr2xm ● https://podcasts.apple.com/us/podcast/weekly52/id1602894305https://www.instagram.com/weekly52.dehttps://www.facebook.com/weekly52https://www.facebook.com/thomas.fuengerlingshttps://www.youtube.com/@weekly52 ● weekly52 Signup Newsletter → https://dashboard.mailerlite.com/forms/434333/87863711890408956/share ● PayPal Link → https://www.paypal.com/donate/?hosted_button_id=DMS3EEKCCU3T4 - Neben meiner gerne investierten Zeit und (leider) auch Geld steigen die Kosten für die Web- und Clouddienste. Deine Unterstützung trägt zur Kostendeckung von weekly52 bei und hält motiviert. Danke! . . . . . . . . . . . . . 47126Ob4k3h3hyr5r5wxobfpw24wfLcg7s5np7f

  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/

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.

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 Next webinar How to Invest in 2024: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income Dividend Portfolio Dashboard: https://www.dividendstocksrock.com/my-dsr-pro/

The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 financial goals worth considering. 

A recent survey found that nearly 60% of retirees aren't ready to fully retire. Many Americans are choosing to continue working, whether part-time or full-time, well into their retirement years. Kevin shares insights into the benefits of postponing retirement and explores the potential obstacles individuals may face. Discover the diverse paths retirees are taking, from pursuing hobbies like teaching skiing or working at golf courses to finding new purposes that keep them engaged and fulfilled. Kevin emphasizes the importance of having a sense of purpose in retirement and shares personal stories that illustrate the power of blending passion with work. As a seasoned retirement professional with 34 years of experience, Kevin provides valuable advice on the considerations and challenges individuals may encounter when contemplating retirement. Learn about the critical role of income planning, leveraging assets, and making informed choices about pensions and lump sum options. Discover how Kevin can help you navigate the complexities of retirement planning, ensuring a secure and fulfilling future with your custom Portfolio Review!   See omnystudio.com/listener for privacy information.

In this episode, we explore Black Rock's recent report, revealing insights into creating a successful retirement. With an astonishing $8.5 trillion in assets under management, Black Rock shares unconventional strategies that go beyond market risks. Join hosts Steve, Derrick, and Jess as they discuss key recommendations from Black Rock, including delaying Social Security for higher benefits, considering a delayed retirement if needed, decreasing risk, optimizing asset allocation, and exploring guaranteed income products like annuities. Steve and Derrick analyze the surprising shift in Black Rock's stance, moving towards strategies like annuities that were once downplayed. Get insights into common concerns, such as when to retire and the significance of Social Security decisions. Learn why sooner is always better than later when it comes to retirement planning and how delaying retirement might not always be the best solution. Visit retiretexasstyle.com for more details and take control of your retirement today. Call Steve today for a complimentary Portfolio Review!  See omnystudio.com/listener for privacy information.

A Market Microcosm, a Rip-Your-Face-Off Rally & Your Portfolio Review and Analysis The Money Wise guys are back after three weeks of college football preemption, and there's much to discuss! They start with last week's numbers from Wall Street, which showed the Dow up 0.7%, the S&P 500 up 1.3%, and the NASDAQ up 2.4%. YTD the Dow is now up 3.4%, the S&P is up 15%, and the NASDAQ is up 31.8%. Of course, the markets have been busy over the last three weeks, and the Money Wise guys cover topics like the NASDAQ and S&P rallying, why things got bright and shiny for the markets as October ended, one of the longest strings of back-to-back up days that we've had in several years, why the last two trading days are a microcosm for the last three weeks, and much more. They also discuss why they believe market sentiment keeps changing on a daily basis, why we're watching bond auctions like never before, ongoing concern about interest rates, and what led to Friday's rip-your-face-off rally. Portfolio Review and Analysis with The Money Wise Guys With all that's going on in the markets, it's smart to check in on your investments and conduct a portfolio review and analysis from time to time. One of the services offered by Davidson Capital Management is, in fact, a portfolio review and analysis - and you may notice it mentioned at the start of every show. Now, a portfolio review and analysis is something you can conduct on your own, but a portfolio review and analysis with the Davidson Cap team means you'll have 34 years of service and experience to help you determine whether you can make moves to strengthen your positions, enhance your diversification, and build a portfolio that better serves your needs. If you want a portfolio review and analysis with the Money Wise Guys, call 1-800-275-2162 or email moneywise@davidsoncap.com. Click here to learn more about the importance of a regular portfolio review and analysis. In the second hour, the Money Wise guys share Retiree Spending Rules you won't want to miss! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

First, we explore the often-avoided topic of long-term care. While many of us prefer not to think about it, the reality is that we're living longer lives, and that means we need our retirement savings to stretch as far as we do. Unexpected medical expenses, especially those related to long-term care, can take a significant toll on your finances. We discuss a recent client case where an addition of $800,000 to their portfolio ensured they were prepared for long-term care expenses, granting them financial security. We also share a cautionary tale of someone who had a million-dollar portfolio but was unprepared for the financial strain of a prolonged illness. The lack of a comprehensive plan to address long-term care led to significant financial difficulties for the family. It's a stark reminder of why addressing long-term care in your retirement plan is crucial. The financial landscape is ever-changing, and there are new opportunities to optimize your retirement plan. It's essential to explore all options to ensure your financial security in your golden years.  If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review!   

In this episode, hear Kevin explore the impact of inflation and the Federal Reserve's role in shaping the future. Will the 4% or even 4.8% rule withstand the test of time? The uncertain economic environment has everyone on edge. With over three decades of experience, Kevin explains the importance of creating a personalized retirement plan. He introduces the idea of a customized withdrawal strategy based on individual circumstances, such as risk tolerance and specific financial goals. This ensures a more secure financial future. As times change, so do the rules of retirement planning. But, as Kevin emphasizes, personalization and preparation are keys to securing your financial future, no matter how different the times may be. The number one fear of retirement is outliving your money. With Kevin's guidance, you can put a plan in place tailored to your unique circumstances. Call 724-488-7868 or visit the website at integrityretirementsolutions.com to begin planning your financial future today.   If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review!   

re you prepared for the journey into retirement? As the financial landscape evolves, it's essential to protect your retirement savings. The traditional solution? Bonds. However, in these volatile times, bonds might not be the best choice. Kevin expands on this notion, emphasizing the benefits of annuities as bond replacements. He explains how annuities can provide a safer and potentially more profitable alternative. Looking for consistent income? Annuities might be the answer. But retirement isn't just about financial security; it's about fulfilling your dreams. As you plan for retirement, Kevin sheds light on the importance of crafting a post-retirement lifestyle. What will you do with your newfound free time? Kevin's advice: don't retire into nothing. Fill your days with purpose, whether through part-time work, pursuing hobbies, or even starting your own business.  Are you ready to retire with confidence? Find out and call Kevin today- 724-488-7868! If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review!   

Jason talks to Elliott Limb, founder and CEO of Cubed. It is a company assisting fintech companies scale, while mitigating the high failure rates commonly faced by startups.Episode Highlights 00:21 Elliott discusses Cubed's mission, which is to help fintech companies overcome high failure rates. Cubed serves as growth partners, actively involved in running and growing fintech businesses.06:45: Elliott acknowledges that the cultural divide between traditional finance and fintech is a common issue. He mentions that this divide is gradually improving, but it has been a significant challenge in the past.09:37: Jason seeks advice from Elliott on how to prevent the challenge of knowing when to decline potential sales and engage in the difficult conversations with clients who demand hyper-specific, non-scalable solutions that offer significant financial incentives for custom development work.10.25: Companies should take a more strategic approach rather than jumping straight into execution, even if it means walking away from potentially lucrative opportunities initially.14:51: Jason acknowledges that for technical founders and entrepreneurs, constantly seeking funding can be frustrating and time-consuming.16:39: Jason and Elliott discuss common issues faced by fintech companies and methodologies for course correction.23:57: Elliott's assessment suggests that the fintech industry faces unique challenges related to due diligence, investor experience, and rapid funding cycles, which could contribute to a higher failure rate compared to other sectors in the venture capital market.36:02: Elliott is driven by the goal of making the market better and increasing innovation within the fintech sector.3 Key PointsElliott provides a holistic view of the challenges and responsibilities that both start-ups and investors face in the fintech industry. He highlights the need for strategic planning, rigorous measurement, and a strong focus on team execution to improve success rates.Elliott explains that Cubed's involvement with fintech companies from the venture capital side usually happens for three main reasons: Due Diligence Support, Portfolio Review and Turnaround Assistance.Jason and Elliott highlight the need for fintech founders to strike a balance between loyalty to early employees and the necessity of bringing in diverse talent that can help the company navigate the challenges of growth and innovation.Tweetable Quotes“Building a great piece of software is not enough for success; you must consider distribution and other business aspects.” – Jason“Companies should position their technology in a way that clearly demonstrates how it will improve the customer's business and provide a sustainable business model.” – Elliot“Companies often hire experienced individuals but fail to provide the necessary enablement and alignment to ensure success.” - ElliotResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLinkedIn – Jason Pereira's LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Is Social Security's future secure? The history of Social Security reforms and potential future cuts loom large. If you've ever wondered whether Social Security will be there for you, this is a must-listen episode. In 1983, Congress made pivotal changes to Social Security, including cutting benefits and raising retirement ages. Fast forward 40 years, and Social Security faces new challenges. Kevin Bach breaks down the potential risks to your Social Security income and discusses the significance of a potential 23% benefit cut in 2033. If you're concerned about the future of Social Security, this episode provides critical insights. But the retirement discussion doesn't stop there. We transition to a heartwarming story of love and late-life adventures with the "Golden Bachelor." Meet Gary Turner, a 71-year-old father and grandfather, who decided it's never too late to find love again. Gary's journey on the Bachelor spin-off, "Golden Bachelor," reminds us that life is full of surprises, even in retirement. #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review!   

Only 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement planning. The conversation unfolds with real-life examples of how expert advice can make an enormous difference in retirement outcomes. Kevin shares a case study where they transformed a potentially massive tax burden on highly appreciated assets into a $35 million tax-free legacy for a client's five children. Whether you're dealing with highly appreciated assets, company stock, or complex financial situations, this episode showcases how a knowledgeable financial advisor can help you make informed decisions that maximize your legacy and minimize taxes.  #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review! 

In a recent survey of 2,000 individuals, conducted by a Harris Poll, a staggering 70% found retirement planning unnecessarily complicated. That's a sentiment many of us can relate to. So, where are people turning for information? The survey revealed that 43% rely on their own research, while 39% look to their employers, 27% seek advice from family members, and only 10% attend retirement planning classes or seminars. Steve recognizes the challenges of navigating this complex landscape. He acknowledges the frustrations many face when trying to decipher financial jargon and overwhelming information online. Retirement planning should be straightforward, centered on the idea of saving to replace your paycheck when you retire. But, as Steve points out, the financial world has a knack for making simple concepts seem daunting. That's where Steve steps in as a translator and educator. His mission is to simplify retirement planning and help his clients understand their options. He's a firm believer in providing clients with all the available choices, as acting in their best interests is his top priority. Steve emphasizes the importance of protecting your hard-earned money, especially as you approach retirement, when it becomes increasingly difficult to recover losses. Steve's dedication to demystifying retirement planning led him to write the book "Tee Up Your Retirement," a resource designed to provide a foundational understanding of retirement finances. He's even offering free copies to those seeking guidance. If you're feeling overwhelmed by the complexities of retirement planning or just want to ensure you're making the right decisions for your financial future, Steve and his team at Fairway Financial are here to help. They'll guide you through the maze of options and tailor a plan to fit your unique needs. #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   Visit Fairway Financial TODAY for your complimentary Portfolio Review!    Subscribe and Follow the “Ready Set Retire" podcast on Apple or Spotify! 

Telling important stories about the struggles that occur through the coexistence of wildlife and humanity is no easy task, yet it is of tremendous importance, especially today. Telling the stories can bridge the gaps between groups that disagree on handling these delicate situations while shedding light on potential solutions that may meet the values that coexist in both groups of people. Today's guest on the F-Stop Collaborate and Listen Podcast, Morgan Heim, is a master at telling such stories about wildlife and human interaction. She founded Neon Raven Story Labs, a storytelling and strategy platform for conservation, and in 2020 co-launched Her Wild Vision Initiative to raise the voices of diverse women in the craft of conservation visual storytelling. On this week's episode, we discuss: How Morgan got into conservation photography and wildlife photojournalism. Telling the stories about conservation that are close to home. The coexistence of wildlife and man and telling the stories about those intersections. How to get started in conservation photography. How limitations can improve our photography. Ignoring the "shoulds" that are in our mind. Telling the human side of the story in conservation. Showcasing our work in a fine art aesthetic. How to remove barriers for new and more diverse talent in the photography industry. Morgan's Consultation Services for Portfolio Review and Project Review (use the code FSTOPMO10 when you sign-up for 10% off). And a lot more! Other topics/links discussed on the podcast this week: Support the podcast on Patreon. Watch podcast episodes on YouTube, where we overlay photos with our conversation via video. Here is who Morgan recommended on the podcast this week: Esther Horvath. Steven David Johnson. Michael Forsberg. Dave Showalter. Jen Guyton. I love hearing from the podcast listeners! Reach out to me via Instagram, Facebook, or Twitter if you'd like to be on the podcast or if you have an idea of a topic we can talk about. We also have an Instagram page, a Facebook Page, and a Facebook Group - so don't be shy! We also have a searchable transcript of every episode! Thanks for stopping in, collaborating with us, and listening. See you next week. P.S. you can also support the podcast by purchasing items through our B+H affiliate link.

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through 11 year-end financial planning and investing tips to ensure you end the year on a high. They cover topics like the benefits of having a financial calendar, tax-efficient routes to charitable donations, and things to consider when reviewing your portfolio. [00:00] Introduction [01:22] The Benefits of Reviewing Your Financial Plan [05:37] Why You Need to Start Maximizing Your 401Ks [08:23] Saving Money on Taxes [12:18] Check on Your Health and Insurance Coverage [13:21] Year-End Tax Review [16:20] The Dos and Don'ts of Making Charitable Donations [18:15] Gifting and Financial Planning [20:28] Always Ensure You Have Enough Cash at Hand [25:29] Planning and Reviewing Your RMDs [27:39] The Benefits of Creating a Financial Calendar [28:58] Portfolio Review and Why It's Important [31:04] 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 #retirement #investing 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.

In this episode Kevin discusses the four worst mistakes people make in withdrawing from their accounts. He also talks about the importance of having a plan for retirement and how to make sure you're doing it the right way.  Here are the four worst mistakes people make in withdrawing from their accounts: Not having a plan. Withdrawing too much money too soon. Not taking into account taxes and healthcare costs. Not having a diversified portfolio. Kevin discusses the importance of having purpose in retirement and how to find it. He also talks about the different types of income streams available to retirees and how to create a plan that meets your individual needs.  If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review!   #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   

In s3e31 of Platemark, host Ann Shafer speaks with Lothar Osterburg, artist, professor and leading expert on the fine art of photogravure. These are basically photographs transferred to copper plates and printed as etchings. (It's, of course, more complicated than that.) In this way, it is possible to get images to print with continuous tone, as opposed to half-tone, or stepped biting.  The results are luminous photographs printed with printer's ink. It's a result that cannot be achieved in any other way. Of course, one can manipulate the plate after etching the photographic image into it, adding drypoint, engraving, and even further etching. These hybridizations are intriguing, rare, and special. There are very few practitioners who are truly experts in it.  Lothar helps us understand the process, and we take a look at both his work as a master printer at Crown Point Press in the 1990s, and his own work in which he builds sculptures (often in miniature) and photographs them to create eerie scenes that recall the antique and conjure fantasy. Episode image: Elizabeth Brown Christian Boltanski (French, 1944–2021). Untitled, from the portfolio Gymnasium Chases, 1991. Portfolio of 24 photogravures. Plate: 461 x 319 mm. (18 1/8 x 12 9/16 in.); sheet: 592 x 419 mm. (23 5/16 x 16 ½ in.). National Gallery of Art, Washington, D.C. John Baldessari (American, 1931–2020). Hand and Chin (with Entwined Hands), 1991. Photogravure with color spit bite aquatint. Plate: 24 x 14 in.; sheet: 33 x 22 in. Published by Crown Point Press. Markus Raetz (German, 1941–2020). Reflexion, 1991. Set of three photogravures with aquatint. Plate (each): 19 x 26 in.; sheet (each) 36 x 42 in. Published by Crown Point Press. Francis Bacon's studio at 7 Reece Mews, London, 1998. Photo: Perry Ogden. © Estate of Francis Bacon. Lothar Osterburg (American, born Germany, 1961). Lunch Box Studio, 2022. Lunch Box, lens, paper, paint, LED lights. 10 ½ x 5 x 8 in. Lothar Osterburg (American, born Germany, 1961). Gloomy Artist's Studio, 2022. Photogravure with surface roll. 11 x 11 in. Lothar Osterburg (American, born Germany, 1961). The Tower of Babel, 2017. Wood, cardstock, and book pages. 7 x 7 x 28 feet. 2017. Installation at the Esther Massry Gallery, Albany, New York. Ole Worm (Danish, 1588–1654). Frontispiece from Museum Wormianum seu Historia Rerum Rariorum. Amsterdam: 1655. Special Collections, University of Reading. Lothar Osterburg (American, born Germany, 1961). Cabinet of Buttons, 2022. Wood, lens, Japanese, silk, buttons, metal, paper, and LED lights. 11 x 13 x 9 in. Lothar Osterburg (American, born Germany, 1961). Cabinet of Buttons, 2023. Photogravure with surface roll. 11 x 11 in. Rembrandt (Dutch, 1606–1669). St. Jerome in a Dark Chamber, 1642. Etching, engraving, and drypoint. Sheet (trimmed to platemark): 6 × 6 15/16 in. (15.3 × 17.6 cm.). Metropolitan Museum of Art, New York. Lothar Osterburg (American, born Germany, 1961). Portfolio Review, 2022. Wood, paper, glass, LED lights. Lothar Osterburg (American, born Germany, 1961). Portfolio Review, 2023. Photogravure. 16 x 21 in. Lothar Osterburg (American, born Germany, 1961). A Shakerbox Full of Chairs, 2022. Shaker box with lens, paper, LED lights. 11 x 8 x 5 in. Lothar Osterburg (American, born Germany, 1961). A Room Full of Chairs, 2023. Photogravure with surface roll. 10 x 14 in. Leo Zhao (American, born 1999). Printmaker's Aquarium, 2023. Various techniques. Sheet: 30 x 44 in. Key to techniques used.

In today's episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds. Netflix Surpassed ExpectationsUnited Airlines Q2 Results SoaredPNC Projected Slower Growth Inflation, Cash, and BondsBond Outlook 2023Why Should Investors Consider Bonds?Opportunity Costs of Holding Money in Bond FundsIncome In Investor's Portfolio5 Surprising Investments That Shouldn't Be Long-Term Core Holdings Read about topics from this episode. Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber GrowthUnited Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor AgreementsPNC Earnings: Funding Pressure Remains, but Smaller Changes to OutlookIs It Time to Break Up With the Bonds in Your Portfolio?What Role Should Cash Play in Your Portfolio? What to watch from Morningstar.Nasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)Firing Your Financial Advisor? When To Stay, When To GoMidyear Market News: 'Unusual' Stock Rally and Today's Sticky Inflation  Read what our team is writing:Ruth SaldanhaMadeline HumeChristine BenzAmy C. Arnott  Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

The list of headwinds to the economy continues to grow.  Inflation, rising interest rates, bank failures, recession, and more. Are we headed for another 2008? Think about this, if you knew that 2008 was going to happen, you probably would have made some moves with your money.  Steve explains how he can help you create a plan where you can be invested in the market, be protected from a potential decline and protect your income - find out how when you meet with Steve for your complimentary Portfolio Review! 

If there is a recession, when will it hit? If someone is going to retire this year, would you tell them to wait or forget about the market and move forward? Then, the cost of Long-Term Care can be $10,000 or more a month!  No wonder so many say it's one of the huge “gotcha” expenses in retirement.  And now, a dozen states are considering implementing a mandatory tax on people who don't carry long-term care insurance.  Steve weighs in and discusses the best approach to covering these costs.     Call Steve today for your complimentary Portfolio Review with a healthcare plan analysis!  

EP 112:  Miquel Quiles is a Sony Artisan of Imagery portrait photographer and digital creator, and in this episode, he's looking at my book and helping me navigate my next moves in wedding photography.  If you've never had a portfolio review before, or are nervous about getting one yourself, hopefully, this behind-the-curtains peek of a real review will help ease your anxiety.  www.miguelquiles.com@miguelquilesjrYoutubeThis episode is brought to you by Bay Photo Lab. For all your professional photography printing services, go to bayphoto.com for 25% off your first time order! Support the show

Here we continue our conversation about getting feedback on our work. The last episode was focused on getting positive feedback and how that can be important too, but the best way to grow is by getting CRITICAL feedback, or CRITIQUE. This opens us up to bruised egos and discouragement, but in the end, if we want to grow, we really need it. In this episode I share one experience in getting feedback on my work, and how it both stung and helped me grow. I then give some ways in which we can seek critical feedback on purpose — who can we reach out to for it, and how can we get the most out of it? HOW TO SUPPORTMy team and I work hard to produce each episode for this podcast. You can support what we're doing by joining me on Patreon at http://Patreon.com/tomfroeseYou can also support me by taking my Skillshare classes. Visit http://tomfroese.com/teaching to find links to all my classes. Use these links and get 30 days of free membership on Skillshare! IN THIS EPISODEChapter 1: "Edward" - A story about getting a professional portfolio critiqueChapter 2: The purpose of feedbackComfort vs. Solutions: Solutions = CritiqueTwo kinds of feedback: Project and PortfolioGetting feedback on a ProjectWhen Project feedback is most helpfulGetting feedback on a PortfolioSummary of everything so farWhere to find feedback Closing remarks - It's your job to know what you want! LINKS FROM THIS EPISODESuggestions for where to seek feedback (these are starting points for your information, not endorsements!)Paid Illustration Coaching ServicesThe Illustration Department — https://illustrationdept.com/classesThe Business of Illustration — http://businessofillustration.com/one-on-one-consultations/The Illustrators Guide — https://theillustratorsguide.com/coaching/Paid and Free Portfolio Reviews3 x 3 Magazine — https://3x3mag.com/events/reviewsSPD Portfolio Reviews – https://www.spd.org/portfolio-reviewsCreative Lives — https://www.creativelivesinprogress.com/articles/portfolio-reviewsBusiness of Illustration — http://businessofillustration.com/portfolio-reviews/The Illustration Department — https://illustrationdept.com/classes/emailed-portfolio-review-with-giuseppe-castellanoNational Portfolio Day — https://nationalportfolioday.orgCritique GroupsThe Illustration Department Free Online Critique Group — https://illustrationdept.com/critique4 Questions for a Critique Group (SCBWI) — https://www.scbwi.org/4-questions-for-a-critique-group/View/Watch Portfolio Reviewshttps://www.youtube.com/watch?v=iPxVJLA9U2E PODCAST TEAM/CREDITS Julia Herrick, Script Editorhttps://julesherrick.comMark Allan Falk, Audio/Video Engineerhttp://markallanfalk.comAll Music, including Theme Song and Cues by Mark Allan Falk. FIND ME ELSEWHERE http://linktr.ee/mrtomfroese

Sometimes a rocky economy is like a football game.  Market volatility, high inflation and the threat of recession can tackle even a good retirement plan and throw it for a huge loss.  So, is there a tool that can withstand these threats? Hear how Kevin can you help navigate the numerous choices of guaranteed income for life! For a change, the IRS has good news for retirees.  For the first time in 20 years, it has updated its actuarial tables, which raised average life expectancy from age 84 to 86.  This helps set how much someone has to withdraw from their retirement account beginning at age 72, also called a required minimum distribution or RMD.  The bottom line is you should be able to keep more of your money.  Hear Kevin's strategies to claiming RMDs and putting MORE money back in your pocket!   Call Kevin today for your Portfolio Review!  

Wall Street is famous for saying, “The market always comes back.”  And it usually does.  The question is how long it will take?  Amid the ups and downs, hear how Steve can you help limit the losses and cut down on recovery time!  Call Steve today for your complimentary Portfolio Review!  

Sometimes a rocky economy is like a football game.  Market volatility, high inflation and the threat of recession can tackle even a good retirement plan and throw it for a huge loss.  So, is there a tool that can withstand these threats?  Kevin discusses different tools and strategies that help you protect and grow your income.  A recent survey (by GOBanking Rates) shows that many Americans are in desperate need of retirement information.  More than half wish they had more education on how to invest.  But only 7% said they got their answers from a financial advisor.  How would you help someone in this situation?  What are their most common questions?   Call Kevin today for a Portfolio Review! 

When your teacher gives you a bad grade, that's not good.  But when a professor at the Wharton School of Business says the Federal Reserve is failing, that's not good.  The higher interest rates are hurting our market-based money.  Do these rates have any positive side that could help our retirement accounts? Wall Street will tell you that the stock market will average a 7% return over time.  But what will it do over the next 20 years of your retirement?  Vanguard just released its prediction for the next 10 years and the numbers are much more conservative.  They see around 3.5 to 5.5% annually.  Will that kind of slower growth sustain the average retirement portfolio, and if not, are there other alternatives?  Call Kevin today for a Portfolio Review - stop losing money!    

Rick Rule comes back on to talk uranium and principle risks of the investment. We talk Cameco, and where he sees the bond market heading. Then we answer your questions and submissions for the portfolio review. At the end, Rick gives us his top 3 oil and gas royalty companies. Thank you for listening :) Watch on YouTube! Portfolio Review: https://ruleinvestmentmedia.com/ Rule Investment Channel: https://www.youtube.com/watch?v=UMa-DMslG-w&list=PLcVjw7FDXXrZXrV2iuXNTTpL3jiMAX_dE Follow us on Social Media! Twitter: https://twitter.com/stevebarton101 Contact Andy Schectman at Miles Franklin to order precious metals. Tell him you heard it on "In it to Win it" and Andy guarantees you the best price on silver and gold in the country. Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial adviser, do not take this as financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. This is just what I am doing. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission. economy forecast 2023, economy, money, investing, finance, poker, dividends, gold, silver, platinum, palladium, precious metals, crazy economic news, high energy costs, economy news, economy collapse, economy about to crash, trade deficit, debt, good debt, bad debt, economic bubble, doge coin, gas prices, stocks, global supply chains, the fed, Jerome Powell, forbearance ending, consumer sentiment, Elon Musk, Jeff Bezos, EV, cargo ship traffic, CPI, new stimulus checks, Bitcoin, Litecoin, Bitcoin Cash, Etherium, Walmart, evictions, Peter Schiff, inflation tax, stagflation, shrinkflation, deflation, disinflation, hyperinflation, retirement, millennial money, supply chain broken, supply chain issues, gas prices, banking playbook, moratorium, international monetary policy, remote workers, trade deficit, jobs numbers, credit lines, inflation pressure, Bank of England, banks closing, credit lines closing, U.K.'s consumer price index, stimulus, stimulus check, nightmare economy, prepping, MBS, mortgage backed security, Roth IRA, pension, housing collapse, housing market, bonds, TLT

If most of your money is in a 401(k), how and when do you access it?  Do you retire and start pulling money as you need it?  Do you wait until the government says you have to take it?  Two retirement and Social Security experts say that a customized tax strategy is very important and can reduce a couple's tax liability by more than 300-thousand dollars.  Is an income plan really complete without a tax plan?  Call today for your Portfolio Review! 

So, when will the soaring prices come back down to earth?  Right now, the market is wondering if the Fed will get it right.  Should we even worry about a correction at this point? The Money financial website advised those nearing retirement not to panic.  Hear John talk about when it's time to panic, what to do NOW to protect and grow your income IN the market and inflation proofing your income plan!  Call John today for a Portfolio Review! 

Kelly Kim—a Senior Product Designer at Redfin—and Joie Chung—the Director of Product Design at Realtor.com—review design portfolios from participants. These are mock portfolio review presentations and gives the participants a chance to get real feedback from hiring managers. View images from the Portfolio Review on YouTube: https://www.youtube.com/watch?v=u8bFcJQNfLw Check out producthive.org to see the latest events, join our community on Slack, and much more. Thanks to Joakim Karud for our music: soundcloud.com/joakimkarud/keep-on-going

The biggest fear of planning retirement is running out of money. Good news is, John has tools and strategies that give you income for life!  Call John today for a Portfolio Review!  

Tiffany Koval—a digital product designer at Casper—and Carolyn Glasser—a UX Design Strategist and Creative Director—review design portfolios from participants. These are mock portfolio review presentations and gives the participants a chance to get real feedback from hiring managers. View images from the Portfolio Review on YouTube: https://www.youtube.com/watch?v=pXcLlnVu5N0 Check out producthive.org to see the latest events, join our community on Slack, and much more. Thanks to Joakim Karud for our music: soundcloud.com/joakimkarud/keep-on-going

David and Travis weigh in on the seven financial spring-cleaning tips to tidy up money matters and more!  Plus, Travis talks about tax information for small business ERC credit that changed in Nov of 2021! Call David and Travis today for a Portfolio Review! 

Heidi is the new IAYT Accreditation Manager and the Lead on the Certification Exam. She was recently hired by IAYT and has extensive experience in Higher Education. Amy and Heidi have a heady discussion about this emerging Allied Healthcare Field, on credentialling of individuals, accreditation of programs/ schools, the upcoming certification exam that all graduates will have to take before becoming certified by IAYT, licensing in the field of yoga therapy and how yoga therapist can team up with healthcare facilities to promote their services. Warning: You may only like this episode if you are a yoga therapy nerd!·        Heidi Crocker's background in Higher Education and Integrative Health·        Defining Credentialling of Individuals ·        Graduating from an Accredited Program vs. Portfolio Review as a path to certification·        The Certification Exam and progress of the development and implementation·        The path for licensing, pros and cons·        ICD-10 Codes what are they and how they can be used under the umbrella of a licensed healthcare provider·        8E0ZXY4 is a billable procedure code used to specify the performance of yoga therapy. The code is valid for the year October 2021- September 2022 for the submission of HIPAA-covered transactions.·        CPT Codes, what are they and how can they be used under the umbrella of a licensed healthcare provider November's podcasts are sponsored by:  Optimal State Foundations we supporthttp://www.kym.orgWe have all benefitted from the ancient wisdom of India and her people, so it feels really great to be able to serve in this way. The Optimal State family has pledged on-going support of $500 per month, to go directly to KYM Mitra (www.kym.org). We will collect the monies and gift them each month. Please consider a recurring monthly payment to the fund. Even a small gift or intention makes a difference! If we make more than $500 in any given month, it will roll into the following month's payment. The hope is that we can contribute for many years to come. If you even lose the link to donate, it is at the top of the homepage at www.amywheeler.com also. I will be reporting on the website the progress; how much money is coming in at any given time and where we are in the process of getting this project off the ground.Here is the link for you to get started with your donation. We are so happy that you have decided to join us. We thank you for the bottom of our hearts!Link to click in the description: http://Paypal.me/KymMitraDonation Related Links from the IAYT.ORG website for more Information:Heidi Crocker: https://www.iayt.org/page/IAYTManagementCertification: https://www.iayt.org/page/certificationPortfolio Review: https://www.iayt.org/page/AccreditationCommitt#Accreditation: https://www.iayt.org/page/AccreditationLandingA related article: Alternative Billing Codes and Yoga: Practical Issues and Strategic Considerations for Determining “What is Yoga Therapy?” and “Who is a Yoga Therapist?”https://cdn.ymaws.com/www.iayt.org/resource/resmgr/PDFs/AltBillingCodes.pdf Check out Amy's website http://www.amywheeler.comIf you would like to sponsor the podcast, please contact us at Amy@AmyWheeler.Com