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Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?!
Ep 188: “Protect Your Wealth: Tax-Free Strategies for Retirement”
Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Many people work hard to save for retirement—but saving isn't the same as planning. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down why having a strategy matters and how to avoid relying on “hope” alone for your financial future. If you've ever wondered whether you're truly prepared for retirement—or simply crossing your fingers that it will all work out—this episode can help you think through what's next.
Many people work hard to save for retirement—but saving isn't the same as planning. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down why having a strategy matters and how to avoid relying on “hope” alone for your financial future. If you've ever wondered whether you're truly prepared for retirement—or simply crossing your fingers that it will all work out—this episode can help you think through what's next.
Dustin Poirier went to battle for the final time in the main event of Saturday night's UFC 318 pay-per-view card in New Orleans, but Max Holloway spoiled the party and became the first fighter to successfully defend the UFC's BMF title. "The Diamond" left it all inside the octagon in his sendoff fight, but his career didn't get the fairy tale ending. Following the wild fight card, MMA Fighting's Mike Heck and Jed Meshew react to all things UFC 318, the main event between Poirier and Holloway, discuss the go-to Poirier fight, and where Holloway goes from his impressive performance. Additionally, they talk the rest of the standout moments, the insane battle between Daniel Rodriguez and Kevin Holland, Paulo Costa's lopsided decision win over Roman Kopylov in the co-main event, the incredible preliminary portion of the card, and much more. Follow Mike Heck: @m_heckjr Follow Jed Meshew: @JedKMeshew Subscribe: http://goo.gl/dYpsgH Check out our full video catalog: http://goo.gl/u8VvLi Visit our playlists: http://goo.gl/eFhsvM Like MMAF on Facebook: http://goo.gl/uhdg7Z Follow on Twitter: http://goo.gl/nOATUI Read More: http://www.mmafighting.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Chris Plank gives his immediate reaction to the Mariners wild win in extra innings against the Astros earlier in the night. Plank also begins to wonder if it really is panic mode for the suddenly slumping Dodgers and also in Los Angeles there may be a possible retirement tour is store for LeBron James. Plus, Plank dissects Scottie Scheffler's mindset on being fulfilled in Golf, Nick Saban's possible return or not to coaching in college, nearing the start of the NFL preseason, Terry McLaurin's unease in Washington, and more!!See omnystudio.com/listener for privacy information.
Dustin Poirier went to battle for the final time in the main event of Saturday night's UFC 318 pay-per-view card in New Orleans, but Max Holloway spoiled the party and became the first fighter to successfully defend the UFC's BMF title. "The Diamond" left it all inside the octagon in his sendoff fight, but his career didn't get the fairy tale ending. Following the wild fight card, MMA Fighting's Mike Heck and Jed Meshew react to all things UFC 318, the main event between Poirier and Holloway, discuss the go-to Poirier fight, and where Holloway goes from his impressive performance. Additionally, they talk the rest of the standout moments, the insane battle between Daniel Rodriguez and Kevin Holland, Paulo Costa's lopsided decision win over Roman Kopylov in the co-main event, the incredible preliminary portion of the card, and much more. Follow Mike Heck: @m_heckjr Follow Jed Meshew: @JedKMeshew Subscribe: http://goo.gl/dYpsgH Check out our full video catalog: http://goo.gl/u8VvLi Visit our playlists: http://goo.gl/eFhsvM Like MMAF on Facebook: http://goo.gl/uhdg7Z Follow on Twitter: http://goo.gl/nOATUI Read More: http://www.mmafighting.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill's tax incentives spurring investment and growth. Join Brian Jacobsen for our Week-in-Review. Plus, meet the newest member of the Annex Private Client team, explore six key benefits of trusts, learn how Annex supports clients planning a part-time retirement, and discover ways grandparents can financially support their grandchildren.
Hans and Robby are back again this week with a brand new episode! This week, they discuss 2025 medicare and your handbook. Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
Episode: 259 I remember Saturday nights as a kid. I talk about my Dentist's music selection. I talk about Dr. Demento's Retirement. To see a video of the recording of this episode or hear a commercial free version, become a patron at patreon.com/saturdaymorningmedia Mentioned on the show: Love's Been A Little Bit Hard On Me - https://www.youtube.com/watch?v=1tatoOZ2-uw Dr. Demento - https://www.drdemento.com FOLLOW GRANT http://www.MrGrant.com https://instagram.com/throwingtoasters/ ©2025 Saturday Morning Media/Grant Baciocco
Welcome to "Your Retirement Highway," where we explore the twists and turns of preparing for the golden years that await you. This week, financial guru Matt Allgeyer takes the wheel, steering you through the often-complex and winding road of retirement planning. With Kyle Jones on a sunny getaway, Matt invites you to imagine yourself basking in the liberating freedom of retirement. But before you can hit the snooze button indefinitely, critical questions linger—how much can you really afford to spend from your nest egg, and will your money last as long as your dreams?Join us as Matt demystifies retirement myths and unveils the real secret to financial serenity. From colorful graphs that predict your future wealth to candid discussions on why you should maybe splurge on that first-class flight, this episode holds the keys to a stress-free retirement journey. Tune in to discover how a calculated plan can ensure that your post-work years are filled not with financial worry, but with boundless opportunity. So, fasten your seatbelts and prepare for the ride of your life—or at least, the ride to your next worry-free vacation.
On this episode: Taxes, Social Security, and Medicare: What are the changes under the Big Beautiful Bill? We are all scared of the next stock market crash. Should we be? How can we solve the problem that scares retirees the most? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a hidden hazard—and how smart planning, asset allocation, and timely Roth conversions can help you sidestep it. In this episode, we discuss: Why RMDs are self-regulating The RMD tax chain reaction Why withdrawal timing and asset allocation matters The power of Roth conversions Today's article is from the Best Interest blog titled, RMDs + Sequence Risk = Retirement Destruction? Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: HowardBailey.com/511
Why This Episode Is a Must-Watch Are you rethinking what retirement means? Forget the “end-of-the-road” narrative. Today's retirement is about launching a purposeful, fulfilling new chapter on your own terms. In this episode of Inspired Money, host Andy Wang brings together a expert panel of retirement planning, financial wellness, and lifestyle experts to share actionable strategies for creating a holistic, sustainable, and satisfying retirement. Whether you're decades away from hanging up your hat or already on your early-retirement path, this discussion will challenge how you think about mind, body, and money—and what it really takes to thrive in your next chapter. Meet the Expert Panelists Christine Benz is Director of Personal Finance and Retirement Planning at Morningstar, where she has helped millions of investors make smarter decisions through her writing, speaking, and podcast, The Long View. She is the author of the forthcoming book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, and has been recognized by Barron's as one of the most influential women in finance. https://www.morningstar.com Pete Neuwirth, FSA, FCA, is a senior consulting actuary with over 35 years of experience helping Fortune 500 companies design and fund executive and retirement benefit programs. A thought leader in holistic financial wellness, he is the author of What's Your Future Worth? and Money Mountaineering, and continues to consult, write, and speak on retirement, longevity, and decision-making in a complex world. https://neuwirthassociates.consulting Jason Vitug is a bestselling author, wellness advisor, and storyteller who empowers people to live with purpose, financial confidence, and emotional well-being. As the author of You Only Live Once and Happy Money Happy Life, and founder of Phroogal and The Smile Lifestyle, he blends personal finance, travel, mindfulness, and self-development to inspire holistic living. http://phroogal.com Jordan Grumet, MD is a hospice physician, personal finance educator, and host of the acclaimed Earn & Invest podcast, where he explores the intersection of money, purpose, and meaning. He is the author of “Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life” and "The Purpose Code,” blending his unique medical and financial perspectives to inspire intentional living. https://jordangrumet.com Key Highlights: Social Wellness: The Overlooked Retirement Strategy Christine Benz emphasizes that while most people obsess over the money piece, “relationships and social connections are a very underrated component of life satisfaction and happiness.” Long before you retire, invest as much in your social life and purpose as you do in your portfolio. The Holistic, Multi-Dimensional Approach Jason Vitug stresses the interconnectedness of mental, emotional, physical, and financial well-being: “If we let go of one area or focus too much on one dimension, that has a negative ripple effect on the others when we neglect them.” He urges proactive self-care for a genuinely fulfilling retirement, not just a financially secure one. Planning for Risk and Flexibility Pete Neuwirth reveals that successful retirement involves more than numbers: “It's really all about managing the risks in the decumulation in the retirement phase, including sequence of returns, but also longevity, spike expense and other things like taxes.” He recommends home equity and part-time work as often-underused “buffer” assets. Emotional Preparedness: Redefining Identity Post-Career Jordan Grumet and Christine highlight the emotional side: retirees often struggle with identity and purpose once their work routines and roles fall away. Jordan suggests revisiting childhood passions. Christine recommends testing meaningful activities in advance so retirement transitions are smoother and more joyful. Call-to-Action Here's your one thing you should do this week: Take 20 minutes to write down your vision for retirement... not just the numbers, but the life. What does a meaningful day look like? Who are you with? What are you doing? Then ask: What small step can I take now to start living that vision today? Then reverse engineer that back to your finances. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money
The guys are back and open the show talking some nonsense before diving into what you're really here for: hot OU Football talk. What's happened since our last episode? We've got you covered. And OU's season win total is set at 6.5 (3:20). SEC Media Days happened. It's over. Not much came out of it. Brent Venables talked for a long time. He mentioned some young players we may get to see play this fall. We couldn't get through much of the players so we're just gonna assume they didn't say anything of note. Plus some guy asked a really weird question about Navy (13:30). How are we feeling about Javonnie Gibson's injury (36:55)? Jackson Arnold made his second SEC Media Days appearance, but this time for a new team (40:45). Where do we think the SEC media will pick the Sooners to finish? Grant is putting a lot of stock in OU-Michigan (50:00). Thoughts on Joe Castiglione's upcoming retirement (1:04:35). The recruiting for 2026 doesn't sound like it's going very well, but a good 2025 season can easily reverse that trend. Are you pumped to tailgate on the North Oval (1:21:30)? Grant thinks this upcoming college football season is going to be pretty interesting. He doesn't see any obvious picks to win the National Championship (1:25:30). We read some comments from the WoE Facebook page and Lee admits he recently suffered a really stupid major injury (1:29:00). Some updates on the future of the podcast and how it may change in the coming weeks and months (1:34:00). | Like the show on Facebook: @westofeverest | Follow Grant on Twitter: @GrantBenson25 | Follow Lee on Twitter: @LeeBensonTweets
The Fat One closes out the week with a recap of his day that included ice cream, Big Brother, Seniorcize class, a new subscription and several surprises from the Lesbiterian Delivery Service. Happy National Sour Candy Day.
What is a Roth IRA, and How can you use a Roth to build wealth? On this episode of Through The Pines, we'll discuss all things Roth IRA's, including… Roth vs. Traditional IRA's What is a Backdoor Roth Contribution? When can you do Roth Conversions? What is a MEGA-Backdoor Roth? Does your 401K Allow Roth's? 3 Money Types in a Roth IRA What is the 5 Year Rule? Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while Rollerblading the Newport Beach Boardwalk, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com 2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award - Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2 __________________________________________________________________________ This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah. ***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia WATCH & SUBSCRIBE to us on YouTube @throughthepines LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams. **** This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. Through the Pines Podcast Copyright, The Banyan Collective - 2025
If you think your morning walk or water aerobics are enough physical work to keep you strong and healthy as you age, stay tuned. According to our guest, Dr. Robert Nied, older adults need strength, balance and flexibility training to maintain our health and independence. And that means working with weights.Listen and learn how strength training is a must and then just do it!Brought to you by NEXTVillageSF.orgNEXT Village SF is a neighborhood nonprofit providing services and support that empowers members to live independently. Contact them at (415) 888-2868
Send us a textThe first day of Chargers training camp brought some major headlines. Mike Williams officially announced his retirement from the NFL, rookie wide receiver Tre Harris signed his rookie deal, and Justin Herbert gave fans a preview of what's to come with a couple of impressive throws during Day 1.To break it all down, the Compas are joined by Fox Sports NFL reporter Eric D. Williams to react to the biggest storylines from camp, discuss the impact of Mike Williams stepping away from football, and share what they saw from Herbert and the rest of the squad on the field.Tap in for all the Chargers insight from Day 1 — it's going to be a wild camp!Don't forget to like, comment, and subscribe for more Chargers content!COMPAS ON THE BEAT MERCHhttps://compas-on-the-beat.myshopify.com/DONATIONS: https://www.paypal.com/donate/?hosted_button_id=FQEW7RNJW7GNASUBSCRIBE TO THE COMPAS YOUTUBE CHANNELSCompas on the BeatCombat CompasWhat's Up BoltsHouse of HornsFOLLOW THE COMPAS ON SOCIALTikTok: @compasonthebeatInstagram: @compasonthebeatTwitter: @CompasOTBTwitter: @gmanzano24Twitter: @realframirez
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about my pre-retirement plan! It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars
Matt and James discuss the retirement of Mike Williams (02:20) and the latest legal updates on both Jordan Addison (06:15) and Rashee Rice (14:09). Then, we break down the profiles of Chris Olave (27:22) and Khalil Shakir (44:30). Whether it's the biggest stars in the league or new rookies bursting on the scene, you won't get better wideout information anywhere else. Along the way, they'll break down the biggest stories in the NFL and offer up a few big-picture fantasy football thoughts. Follow the guys on Twitter @JamesDKoh and @MattHarmon_BYB. Follow Reception Perception @RecepPerception. Download and Subscribe to the Reception Perception Show anywhere you get your podcasts. Watch segments of the show on YouTube at Matt Harmon!! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
#ThisMorning on #BRN #Wellness | #Helping #Kids Who Don't Visit a #Dentist as Much as They Should | Megha Sata, MD, American Dental Association r | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness
Check it out before you throw it out with Americash! Brian Hoogeveen, The Cash Man from Americash Jewelry & Coin Buyers, joins Jon Hansen to talk about items that could be worth money. Brian answers questions on autographed portraits, baseball cards, 1920s antiques, grandfather clocks, and more. If you think you have items you'd like to have […]
Daniel Cormier is BACK with another episode of DC Check-In with Dustin Poirier ahead of his retirement fight for the BMF title against Max Holloway at UFC 318. Dustin reflects on his Hall of Fame career, and how finishing his career with a third win against Max in his home state of Louisiana would be a dream come true. #VolumeSee omnystudio.com/listener for privacy information.
Shaun gives the five number retirements you can expect soon in New York
More on the retirement of Bev PlockiSee omnystudio.com/listener for privacy information.
A recent study reported that 76% of retirees regret not saving more money. But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered something interesting: Their deepest regrets actually have little to do with financial shortfalls. Instead, they revolve around critical aspects of financial planning that significantly impact purpose, independence, and fulfillment in your golden years. In this episode, I'm revealing three (3) retirement regrets that many people don't consider until it's too late. I'm also sharing how to avoid the same mistakes so YOUR retirement is fulfilling instead of filled with regret. *** SCHEDULE A COMPLIMENTARY DISCOVERY CALL: Looking to hire a retirement and tax planning expert? We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.
Want to know the biggest reason your marketing isn't working? It doesn't reflect you.Most ads are generic. They could work for any business. But the best ads only work for one—because they're built around the true personality of the founder or brand. They're specific, not because of the product, but because of who's behind it. That's what makes them powerful. That's what makes them real. That's the heart of relational marketing— which is what today's episode is all about.I'm joined by Roy H. Williams—better known as the “Wizard of Ads”—who has helped iconic companies like 1-800-GOT-JUNK craft ads that fueled billion-dollar growth. Over the past 40 years, Roy has advised hundreds of founders, showing them how to grow through story, truth, and personality, instead of gimmicks, hype, or shallow tactics.If you want to write ads that break through the noise and actually connect with your buyers, this episode will change the way you think about marketing forever.In this episode, you'll learn: 1.) How Roy helped grow 1-800-GOT-JUNK from $97M to $1B—by leading with truth and identity, not data or demographics.2.) Why identity—not logic—drives every buying decision, and how your brand can tap into who your customers really are in order to better serve them.3.) What makes a company truly remarkable—and the one question Roy uses to test if your marketing actually makes people care.4.) The 4 things every human is secretly looking for—and how to build them into your ads so people don't just notice you… they trust you.Show Notes: LifestyleInvestor.com/247Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Take the next step in your retirement planning. Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you'll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement. • Explore ways to optimize Social Security benefits, including timing strategies, spousal considerations, and personalized withdrawal approaches. • Understand common sources of retirement anxiety, even among high-net-worth individuals, and consider approaches for managing emotional and financial uncertainty. • Learn how trusts can support estate planning goals, from avoiding probate to managing real estate assets within your long-term financial plan. • Consider retirement account strategies such as the Rule of 55, Roth conversion timing, and prioritizing tax-efficient cash flow. Review your investment mix by comparing target date funds and balanced funds, and evaluate which may better align with your risk tolerance and retirement timeline. • Weigh different withdrawal strategies by comparing the timing of distributions from retirement accounts versus claiming Social Security. • Examine how 529 plans and Roth IRAs may fit into your education and retirement planning—especially if you're part of a high-income household navigating recent tax law changes. Compare the structure and features of S&P 500 mutual funds and ETFs to help determine which may be more appropriate for your investment preferences.
This year, the U.S. will see a record 4.18 million people turn 65. As more look toward retirement, how can you prepare for the changes, whether soon or years from now? On the next Equipped, guest host Roy Patterson welcomes James Meeks. He was megachurch pastor in Chicago until his retirement a couple years ago and he'll reflect on lessons he's learned and talk about the legacy he left behind. July thank you gift:Surrendered Sexuality by Dr. Juli Slattery Equipped with Chris Brooks is made possible through your support. To donate now, click here.
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…IGNITE FUNDING: Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1ECKARD ENTERPRISES:Build wealth through alternative investments in U.S. oil & gas with Eckard's tangible, tax‑advantaged energy assets: https://eckardenterprises.com/rent-to-retirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/HEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/Thinking about investing in the Midwest?
Retirement isn't just about reaching the finish line—it's about making sure your money lasts as long as you do. In this week's episode of The Capitalist Investor, Tony and Derek break down five critical retirement moves that often get overlooked:✅ Recheck your withdrawal strategy ✅ Lock in healthcare coverage costs ✅ Review and adjust your tax strategy ✅ Simplify and consolidate accounts ✅ Establish a realistic monthly spending plan. Plus, they wrap things up with their picks for this year's British Open. If you're in or approaching retirement, this episode covers real-life insights and strategies to help you stay on track.
The Fat One is back with a recap of his day which includes nattering about sportsball, butter, the coupon and more. Plus there's an International voiceletter to enjoy. Happy National Ice Cream Day.
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.”With those words, Warren Buffett reminded us that character and integrity matter—especially in the world of money. Now, after more than sixty years of market-shaping moves and famous one-liners, Buffett is calling it a career. Today, Matt Bell joins us to reflect on his legacy and share what timeless lessons every investor can learn from it.Matt Bell is the Managing Editor at Sound Mind Investing, an underwriter of Faith & Finance. A Track Record That's Hard to IgnoreIf you had invested $100 in Berkshire Hathaway back in 1965, that single investment would have grown to over $5.5 million by the end of last year. Compare that with the S&P 500 over the same period, which would have turned $100 into just $39,000. Clearly, Buffett did something different.One unconventional move? He never issued dividends for Berkshire Hathaway, instead reinvesting profits to increase share value. That patient, long-view approach paid off—and it hints at biblical principles like delayed gratification and wise stewardship (Proverbs 21:20).Buffett famously said, “Be fearful when others are greedy and greedy when others are fearful.” While Christians would rightly reject greed and fear as motivations, the deeper principle here is about remaining steady and disciplined in volatile times—echoing Proverbs 14:15: “The simple believe everything, but the prudent give thought to their steps.”Buffett often waited with cash on hand until the right opportunities appeared, especially during downturns. That patience and discernment mirrors biblical instruction to avoid impulsiveness and instead seek wisdom in decision-making.Investing Lessons With Biblical ParallelsOver the years, Buffett offered dozens of pithy insights that mirror biblical truth. Here are a few standouts:“If you don't find a way to make money while you sleep, you'll work until you die.”—This speaks to the wisdom of putting money to productive use—earning a return through thoughtful investing, a principle echoed in the Parable of the Talents (Matthew 25). “Risk comes from not knowing what you're doing.”—In Proverbs 15:22, we're reminded that “Plans fail for lack of counsel, but with many advisers they succeed.” Financial ignorance creates risk, but biblical stewardship calls for wisdom and learning. Diversification, emotional control, and long-term vision—Buffett emphasized all three. These align with a measured, prudent approach to money that Scripture continually encourages.Buffett never let global turmoil shake his confidence in long-term investing. He wrote, “In the 20th century, the U.S. endured world wars, recessions, a depression, oil shocks, and more—yet the Dow rose from 66 to 11,497.” His takeaway: “It's been a terrible mistake to bet against America.”While our hope as Christians isn't rooted in any one nation's economy, Buffett's long view reminds us of the value of endurance and not making decisions based on fear or short-term noise (see James 1:5–6).Generosity and LegacyPerhaps most inspiring is Buffett's commitment to give away 99% of his wealth. He plans to direct his Berkshire Hathaway shares toward philanthropic causes within ten years of his estate being settled. While we may differ on where those funds go, the posture of open-handed generosity reflects Jesus' teaching: “It is more blessed to give than to receive” (Acts 20:35).Buffett's success wasn't just about intellect—it was about character: discipline, patience, and generosity. These are values every believer is called to cultivate. As you manage your resources, consider how biblical principles—often echoed in even the most unlikely places—can shape a wise, faithful financial life.To explore these ideas further, read Matt Bell's full article, The Wisdom of Warren Buffett at SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I've never had a credit card before, but I recently received a pre-qualified offer from Capital One. They mentioned they've reviewed my credit and noticed I'm keeping up with my bills. Should I consider applying for this card, and how can I verify that the offer is legitimate?As a grandmother, I'm concerned that my grandchildren aren't learning essential financial skills from their parents. I'd love to step in and help, especially with my 20-year-old grandchild. What is the best way to encourage them to save money and manage their finances wisely?Over the past couple of years, God has really blessed me with increased income, and I'm incredibly grateful. I live simply, help my parents, and avoid lifestyle inflation—but I want to make sure I'm handling this increase in a way that honors God. How can I manage this money with biblical stewardship in mind?I'm in a strong financial position—no debt, and I tithe faithfully. I just received $15,000 from selling off some business assets and want to invest it wisely. I'd like it to earn a good return, but I also want it to remain accessible if needed. What are some smart options that fit my situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Sound Mind InvestingThe Wisdom of Warren Buffett by Matt Bell (Sound Mind Investing Article)Bankrate | NerdwalletOpen Hands FinanceChristian Community Credit UnionWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.
Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee
Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return
Many believe that hitting the $1 million savings milestone automatically grants financial freedom in retirement—but that's far from the truth. In this eye-opening episode, retirement expert Adam Olson breaks down why having a million dollars in your portfolio doesn't guarantee peace of mind, freedom, or even the confidence to retire. He shares real-world client experiences, including Joe and Jennifer, a couple who had crossed the seven-figure threshold but still felt paralyzed when it came to spending.Adam uncovers the emotional and practical reasons why retirees hesitate to draw from their savings, and how fear of running out of money leads many to live far more frugally than necessary. More importantly, he offers clear, actionable strategies to help you confidently transition from accumulation to distribution, so you can enjoy the life you worked hard to build.In this episode, you'll discover: • Why income—not savings—is the key to retirement security • The critical questions you need to answer before retiring • How to create stable “retirement paychecks” that mirror your working years • What the Red Zone Retirement Planning process looks like in action • How to manage risks like market downturns, long-term care, and tax bombs • How to use asset allocation, cash reserves, and guaranteed income for peace of mind • Why planning for the Go-Go, Slow-Go, and No-Go years is a game changerIf you're within 10 years of retirement or already there, this episode is a must-listen to help you rethink how to use your wealth with clarity and confidence.Want personalized insights about your retirement readiness? Take the free Retirement Assessment today using the link in the show notes. After completing a short questionnaire, Adam will send you a custom video walkthrough with strategic guidance to help you build your ideal retirement plan.“Having a million dollars saved doesn't mean you know how to spend it in retirement.” - Adam OlsonLearn more about Adam Olson by visiting the following links:FacebookPersonal WebsiteBusiness WebsiteRetirement Quiz--Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
10 Assets That Destroy Your Retirement SecurityIn this video, the host identifies 10 specific assets that can undermine retirement security, even for those who have saved over a million dollars. The discussion covers why the traditional milestone of $1 million is no longer sufficient, citing factors like inflation, longer retirements, and higher cost of living. The video delves into the financial pitfalls of expensive primary residences, vacation homes, luxury cars, RVs, boats, high-fee investments, structured products, jewelry, country club memberships, and living in costly cities. The host provides actionable strategies to defend against these wealth-destroying assets, emphasizing the importance of liquidity, strategic location choices, cutting unnecessary fees, and aligning lifestyle with a fixed income. Viewers are encouraged to fill out a questionnaire for personalized advice on optimizing their retirement plans.00:00 Introduction: The Million Dollar Retirement Myth00:45 The Erosion of Retirement Savings02:42 Asset #1: Expensive Primary Residences03:25 Asset #2: Vacation Homes and Timeshares04:09 Asset #3: Luxury Cars04:44 Asset #4: RVs and Boats05:34 Asset #5: High Fee Investments05:58 Asset #6: Structured Products and Whole Life Insurance07:02 Asset #7: Jewelry and Collectibles07:38 Asset #8: Country Club Memberships and Concierge Services08:15 Asset #9: Living in Expensive Cities08:55 Asset #10: Expensive Lifestyle Expectations09:39 Wealth Preservation Strategies11:34 Conclusion and Call to Action11:54 Disclaimer8138141.1
Hoss and Charlie previewed the upcoming UFC 18 event in New Orleans, featuring Lafayette native Dustin Poirier.
When should you tap into your Roth IRA—and when should you not? Jake and Cory discuss one of retirement's most misunderstood questions: Roth IRA timing. From tax brackets and Medicare premiums to estate planning and emotional decision-making, they unpack the real-world impact of getting it right (or wrong). With practical examples and a three-phase framework, we hope this episode provides insights to help you make smarter, more confident choices with your retirement dollars. --------------- Complimentary ‘Retiring Right' ebook: https://bit.ly/3I7UwSF Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #rothira #retirementplanning #taxstrategy #financialfreedom #medicareplanning #wealthmanagement #rothconversion #estateplanning #personalfinance #financialadvisor
We talk to Kim Kelly about her new book. We react to more dumb business speak. We take calls! You can also leave a voicemail at 844-899-TVLR.https://www.gofundme.com/f/tyree-ford-philadelphias-dc33?lang=en_US&v=amp14_t2✦ ABOUT ✦The Valley Labor Report is the only union talk radio show in Alabama, elevating struggles for justice and fairness on the job, educating folks about how they can do the same, and bringing relevant news to workers in Alabama and beyond.Our single largest source of revenue *is our listeners* so your support really matters and helps us stay on the air!Make a one time donation or become a monthly donor on our website or patreon:TVLR.FMPatreon.com/thevalleylaborreportVisit our official website for more info on the show, membership, our sponsors, merch, and more: https://www.tvlr.fmFollow TVLR on Facebook: https://www.facebook.com/TheValleyLab...Follow TVLR on Twitter: @LaborReportersFollow Jacob on Twitter: @JacobM_ALFollow TVLR Co-Creator David Story on Twitter: @RadiclUnionist✦ CONTACT US ✦Our phone number is 844-899-TVLR (8857), call or text us live on air, or leave us a voicemail and we might play it during the show!✦ OUR ADVERTISERS KEEP US ON THE AIR! ✦Support them if you can.The attorneys at MAPLES, TUCKER, AND JACOB fight for working people. Let them represent you in your workplace injury claim. Mtandj.com; (855) 617-9333The MACHINISTS UNION represents workers in several industries including healthcare, the defense industry, woodworking, and more. iamaw44.org (256) 286-3704 / organize@iamaw44.orgDo you need good union laborers on your construction site, or do you want a union construction job? Reach out to the IRONWORKERS LOCAL 477. Ironworkers477.org 256-383-3334 (Jeb Miles) / local477@bellsouth.netThe NORTH ALABAMA DSA is looking for folks to work for a better North Alabama, fighting for liberty and justice for all. Contact / Join: DSANorthAlabama@gmail.comIBEW LOCAL 136 is a group of over 900 electricians and electrical workers providing our area with the finest workforce in the construction industry. You belong here. ibew136.org Contact: (205) 833-0909IFPTE - We are engineers, scientists, nonprofit employees, technicians, lawyers, and many other professions who have joined together to have a greater voice in our careers. With over 80,000 members spread across the U.S. and Canada, we invite you and your colleagues to consider the benefits of engaging in collective bargaining. IFPTE.org Contact: (202) 239-4880THE HUNTSVILLE INDUSTRIAL WORKERS OF THE WORLD is a union open to any and all working people. Call or email them today to begin organizing your workplace - wherever it is. On the Web: https://hsviww.org/ Contact: (256) 651-6707 / organize@hsviww.orgENERGY ALABAMA is accelerating Alabama's transition to sustainable energy. We are a nonprofit membership-based organization that has advocated for clean energy in Alabama since 2014. Our work is based on three pillars: education, advocacy, and technical assistance. Energy Alabama on the Web: https://alcse.org/ Contact: (256) 812-1431 / dtait@energyalabama.orgThe Retail, Wholesale and Department Store Union represents in a wide range of industries, including but not limited to retail, grocery stores, poultry processing, dairy processing, cereal processing, soda bottlers, bakeries, health care, hotels, manufacturing, public sector workers like crossing guards, sanitation, and highway workers, warehouses, building services, and distribution. Learn more at RWDSU.infoThe American Federation of Government Employees (AFGE) is the largest federal employee union proudly representing 700,000 federal and D.C. government workers nationwide and overseas. Learn more at AFGE.orgAre you looking for a better future, a career that can have you set for life, and to be a part of something that's bigger than yourself? Consider a skilled trades apprenticeship with the International Union of Painters and Allied Trades. Learn more at IUPAT.orgUnionly is a union-focused company created specifically to support organized labor. We believe that providing online payments should be simple, safe, and secure. Visit https://unionly.io/ to learn more.Hometown Action envisions inclusive, revitalized, and sustainable communities built through multiracial working class organizing and leadership development at the local and state level to create opportunities for all people to thrive. Learn more at hometownaction.orgMembers of IBEW have some of the best wages and benefits in North Alabama. Find out more and join their team at ibew558.org ★ Support this podcast on Patreon ★
Today's guest, financial professional and author of The Future Poor, Jonathan Grimm, believes the post-1945 version of retirement planning (stockpiling as much cash as possible for 40 years and praying you can leave paid work) isn't going to work for much longer. But as a financial “ethicist,” Grimm's unique approach centers the social determinants of health and begins from the belief that we should figure out what's best for people—and work backward from there. Transcripts, show notes, resources, and credits can be found at: https://moneywithkatie.com/future-of-retirement. — Money with Katie's mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Get your copy of Rich Girl Nation: https://moneywithkatie.com/rich-girl-nation Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANA MINI CASE STUDY[01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.[09:30] Roger asks Brad what led them to explore 55+ communities.[11:35] Brad explains how The Villages community is organized.[19:14] Roger asks Brad what advice he would give to someone exploring places to retire.TODAY'S SMART SPRINT SEGMENT[22:09] In the next seven days, think about where you are going to live in retirement.RESOURCESThe Villages CommunityRock Retirement ClubFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram
Braden Herrington and Davie Portman are back to give their thoughts on The Great American Bash and review the July 15th, 2025 episode of WWE NXT!Start of show: 00:00:00Great American Bash Thoughts: 00:13:30Seth Rollins' Injury: 00:27:10Goldberg's Retirement: 00:31:04WWE Evolution: 00:44:02NXT July 15th 2025 Review: 01:11:30The show includes:Tony D'Angelo vs Channing “Stacks” Lorenzo vs Luca CrusifinoMasha Slamovich, Sol Ruca and ZARIA vs Fatal InfluenceKali Armstrong vs Karmen Petrovic (EVOLVE Women's Championship)Trick Williams, Joe Hendry & Mike Santana vs DarkStateUndertaker announced for NXT in Houston next week Oba Femi, Josh Briggs & Yoshiki Inamura Triple threat set for next week The lads also chat about WWE Great American Bash, SNME with Goldberg's retirement match (and his post retirement comments), plus Seth Rollins' injury, WWE Evolution 2, plus the build with WWE stars on TNA Slammiversary this weekend and so much more! Join our live NXT POST Shows every Tuesday night at YouTube.com/POSTWrestlingFollow more of Davie and Braden's work at Poisonrana.ca, with a weekly show covering everything in the world of wrestling, Shot in the Dark, Eagles Don't Hunt Flies, and more!Apple Podcasts: https://podcasts.apple.com/ca/podcast/poisonrana/id1361208631Spotify: https://open.spotify.com/show/1jTsPUNnwHzQHNGj7GIS04Only $5 for “Friend” tier to access all these shows and everything in the back catalogue! Movie reviews, PPV reviews and so much more!!! Patreon.com/PoisonranaThis week on the POISONRANA Patreon and Free Feed:Best Match Ever: Goldberg (Poisonrana Patreon)Last week on the POISONRANA Patreon and Free Feed:AEW All In: Texas Review (Poisonrana Free Feed)Snap-Rana: Dallas Trip Road Diaries (Poisonrana Patreon Feed)Reviews From The 6ix: JFK (1991) (Poisonrana Patreon Feed)Best Match Ever: Omega v OkadaPhoto Courtesy: WWEupNXT Theme by: Warren-D, PXCH and Shaheen AbdiPoisonrana Merch: https://www.chopped-tees.com/PoisonranaSubscribe: https://www.postwrestling.com/subscribeFacebook: https://www.facebook.com/groups/702343790308154Patreon: http://www.patreon.com/PoisonranaYouTube: https://www.youtube.com/@PoisonranaPodDiscuss: https://forum.postwrestling.com#wwe #wwenxt #nxt #snme #wweevolution #wweraw #smackdown #aew #aewdynamite #nxtgab Our Sponsors:* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Investing in Real Estate with Clayton Morris | Investing for Beginners
Today's first caller owns a couple of rental properties alongside her husband. As they reach retirement age, what's the best investment type? Should they open a self-directed IRA or buy properties in other ways? That's the first question I'm answering on today's show! This encore episode of Investing in Real Estate features three of your investing questions on topics like retirement, the best incentives of investing in the US from overseas, and how to decide if you should convert your home into a rental property. As always, I appreciate your great questions, and I hope you find this episode helpful on your real estate investing journey.