Podcasts about Retirement

Point where a person ceases employment permanently

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    Best podcasts about Retirement

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    Latest podcast episodes about Retirement

    WSJ What’s News
    America's Road to a DIY Retirement

    WSJ What’s News

    Play Episode Listen Later Mar 8, 2026 32:10


    Who should be responsible for an American retirement? For the early part of the nation's history, that was never a consideration. The fate of older Americans was on them. Then in the early 20th century, a host of movements ushered in company pensions and Social Security, helping to create the modern-day idea of retirement for many workers. But as pensions fade into 401(k)s and Social Security teeters, workers again find themselves bearing more responsibility and risk of financing their golden years.  This episode is part of The Wall Street Journal's USA250: The Story of the World's Greatest Economy, a collection of articles, videos and podcasts aiming to offer a deeper understanding of how America has evolved. Further Reading: The Struggle To Keep America's Workers Safe An Economy Built on Speculation Americans Are Claiming Social Security Early, Fearful of Its Future This New Investing Idea Isn't Right for Your Retirement Plan How to Keep This Hot Stock Market From Melting Your Retirement Dreams Lloyd Blankfein Misses Being Goldman Sachs CEO—Mostly When There's a Market Crisis Wall Street Is Pushing Private Assets Into 401(k)s. We Asked Whether Anyone Wants Them. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ready For Retirement
    4 Retirement Income Strategies: Which One Wins with $1+ Million?

    Ready For Retirement

    Play Episode Listen Later Mar 8, 2026 16:30 Transcription Available


    In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just how much income you can generate from one million dollars. It is how that income behaves over time.Annuities can create predictable lifetime income, but often sacrifice flexibility and inflation protection. Dividend strategies feel stable, yet may concentrate risk and limit overall growth. The traditional 4 percent rule provides structure, but was built around worst case scenarios and may cause many retirees to underspend what they safely could have enjoyed.Then there is the guardrails approach. Instead of setting income on autopilot, it adjusts based on market performance. Spend more when the portfolio supports it. Pause or adjust when conditions require it. The goal is not just safety. It is balance. Protect against downside while allowing for upside when the opportunity is there.No single strategy wins for everyone. The right approach depends on what your money needs to do, how flexible your spending can be, and how much certainty you value versus adaptability.Retirement income planning is not about finding the perfect formula. It is about building a system that funds your lifestyle without forcing you to live in fear of the markets.Learn the tips & strategies to get the most out of life with your money._ _ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

    The Retirement and IRA Show
    IRMAA, RMDs, Conduit Trust: Q&A #2610

    The Retirement and IRA Show

    Play Episode Listen Later Mar 8, 2026 65:48


    Jim and Chris discuss listener emails on PSAs regarding IRMAA reimbursements, RMD in-kind transfers, and naming a conduit trust as a retirement account beneficiary. (8:15) A listener shares a PSA that an IRMAA reimbursement was applied as a credit balance drawn down over several months rather than a lump sum. (17:00) The guys discuss a listener PSA on SSA-44 filing: when income is underestimated and IRMAA is owed, Medicare reconciles the difference the following November or December with no penalties or interest assessed. (33:45) George asks whether an RMD can be satisfied through an in-kind transfer of mutual funds to a brokerage account, and whether only a portion needs to be sold to cover the tax bill. (46:00) Jim and Chris take up a listener question about naming a conduit trust as a contingent beneficiary for retirement accounts, kicking off Part 1 of a broader discussion on see-through and conduit trusts — what each structure is, how they differ, and what happens when an IRA names a trust as its beneficiary. They begin exploring the tax implications and planning considerations involved, noting that these arrangements can create both benefits and unintended complications depending on how they’re set up. The conversation will continue on the next week’s Q&A episode, where they’ll complete this listener’s question and address additional questions received on the topic. The post IRMAA, RMDs, Conduit Trust: Q&A #2610 appeared first on The Retirement and IRA Show.

    Beyond Retirement
    Midlife is a Launch Pad: Reimagining Retirement for Personal Fulfillment

    Beyond Retirement

    Play Episode Listen Later Mar 8, 2026 12:43


    In this episode, I dig a bit deeper into the idea Sairan Aqrawi brought up in her interview: that we all have "hidden gems" within us, and that as we hit midlife, we have the opportunity to uncover them. My suggestions for you from this conversation are:Allow yourself time for reflectionExperiment and exploreBuild a supportive communityReframe your mindset about agingGive back or mentor othersTake care of your body and mindIf you're struggling to figure out your next step, reach out! Talk to me at retireabc@gmail.com

    Wiser Roundtable Podcast
    331. Crypto, Retirement, and Taxes: What's the Strategy?

    Wiser Roundtable Podcast

    Play Episode Listen Later Mar 8, 2026 33:36 Transcription Available


    Crypto is becoming a bigger part of retirement conversations, but how does it actually fit into a coordinated tax and estate strategy? In this episode of A Wiser Retirement® Podcast, we break down how to thoughtfully integrate crypto into a diversified retirement plan without derailing your long-term goals.Related Podcast Episodes: Ep 326. Why Crypto Still Confuses InvestorsEp 306. Crypto in Your 401(k)? The Future of Retirement InvestingEp 286. How can I evaluate crypto as a potential investment?Other Links:Teton Crypto CapitalLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    The Broadcast Retirement Network
    #Saving on #MedicareAdvantage by Comparison #Shopping

    The Broadcast Retirement Network

    Play Episode Listen Later Mar 8, 2026 7:42


    #ThisMorning | #Saving on #MedicareAdvantage by Comparison #Shopping | Whitney Stidom | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

    Finishing Well
    Long-Term Care Benefit - Relaxed Health Qualification

    Finishing Well

    Play Episode Listen Later Mar 7, 2026 28:52


    Hans and Robby are back again this week with a brand new episode! This week, they discuss long-term care benefits with relaxed health qualifications.  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.

    The Jon Sanchez Show
    Are Your Retirement Investments Safe Right Now?

    The Jon Sanchez Show

    Play Episode Listen Later Mar 7, 2026 34:51


    In this episode, Jon Sanchez discusses the recent market volatility, oil price surges, and what it means for your retirement savings. He provides insights on market resilience, the impact of geopolitical events, and practical advice for investors during turbulent times.Chapters00:00 The Week in Review: Market Resilience05:51 Oil Prices Surge: Economic Implications10:56 Market Volatility: Understanding the Current Landscape20:48 Retirement Planning: Ensuring Your Financial Safety33:50 DisclaimerResources & LinksSanchez Gaunt Wealth ManagementConnect with Jon SanchezLinkedInFacebookInstagramYouTubeBlog

    Expedition Retirement
    Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together

    Expedition Retirement

    Play Episode Listen Later Mar 7, 2026 54:11


    On this episode: You buy something and they try to add on and add on. Is your financial advisor doing it too? Your risk profile: Where is your bottom? Or is that even the right question? This could be your biggest hurdle if you retire early. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

    The Broadcast Retirement Network
    Building the first #dementia #village in the U.S.

    The Broadcast Retirement Network

    Play Episode Listen Later Mar 7, 2026 9:32


    #ThisMorning | Building the first #dementia #village in the U.S. | Lynne Sexten, Agrace | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

    Richon Planning LLC
    Retirement Milestones: The Ages That Trigger Big Financial Decisions

    Richon Planning LLC

    Play Episode Listen Later Mar 7, 2026 13:52


    There are a few birthdays that matter a lot more than the candles on the cake

    So Money with Farnoosh Torabi
    1953: Ask Farnoosh: Inheriting a 401(k), Emergency Fund vs. Retirement, and Tax Identity Theft

    So Money with Farnoosh Torabi

    Play Episode Listen Later Mar 6, 2026 32:20


    On this week's Ask Farnoosh, Farnoosh answers listener questions about navigating complicated financial decisions — from inheriting retirement accounts to protecting yourself from tax fraud.First, Farnoosh shares personal reflections on the unfolding war in Iran and how global conflict can ripple into markets, oil prices, and the broader economy.Then she dives into listener questions, including:• What happens when you inherit a 401(k) — and whether you must take distributions • How to prioritize emergency savings vs. retirement investing when your budget can't do both • What to do if your tax return is rejected due to potential identity theft • Is it possible to invest too much when you're feeling cash-strapped?Plus: • Why more Americans are taking hardship withdrawals from retirement accounts • Why Farnoosh is skeptical about MrBeast entering the banking world • And a surprising pop culture reflection on Carolyn Bessette Kennedy Hosted on Acast. See acast.com/privacy for more information.

    Retire With Purpose: The Retirement Podcast
    552: By the Numbers: The Anchors of Retirement Confidence, Part 3 — Why Tax Flexibility Matters More Than Tax Savings

    Retire With Purpose: The Retirement Podcast

    Play Episode Listen Later Mar 6, 2026 21:37


    Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3, we explore why the biggest threat to your retirement isn't always market volatility, but the taxes you didn't see coming until it was too late.  In this episode, you'll learn:  How tax concentration quietly limits income flexibility The three core tax buckets every retiree should understand How Roth accounts help create control in an unpredictable tax system Real-life case studies showing why "textbook" strategies don't always work Today's article is from Morningstar titled, 8 Tips to Stop Worrying About Running Out of Money in Retirement. 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/552

    Backstage at the Vinyl Cafe
    The World of Work - Boy Wanted & Carl's Retirement

    Backstage at the Vinyl Cafe

    Play Episode Listen Later Mar 6, 2026 49:24


    “It was Sam's first year in high school. And it was not going well.”On today's episode: two of Stuart McLean's hilarious Dave & Morley stories about the wonderful world of work. And Jess talks about her work on the Vinyl Cafe.Ad-free listening is here! Listen to the pod ad-free and early, PLUS a whole bunch of other goodies – like virtual parties, Q&As, listener shout-outs & more. Subscribe here: apostrophe.supercast.com Hosted on Acast. See acast.com/privacy for more information.

    retirement wanted acast morley stuart mclean vinyl cafe
    The Bid
    252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending

    The Bid

    Play Episode Listen Later Mar 6, 2026 21:16


    The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovations reshape behavior, the consumer landscape is becoming more uneven.In this episode of The Bid, host Oscar Pulido is joined by Lisa Yang, Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock Fundamental Equities, to assess the state of the U.S. consumer heading into 2026. From wage growth and labor market dynamics to fiscal policy, tariffs, and immigration, Lisa explains how macro forces are influencing spending patterns — and why resilience is strongest at the high end. The conversation also explores structural shifts shaping stock market trends, including the rise of value-focused retailers, the impact of GLP-1 weight-loss drugs on food and apparel demand, and how AI-driven “agentic commerce” could transform retail media and brand discovery. As capital markets digest these changes, understanding the nuances of consumer behavior is critical for investors.Key insights from this episode:02:11 Introducing The "Two Speed Consumer"04:26 Yellow Flags Ahead - Why the U.S. Consumer Remains Resilient But increasingly K-shaped05:46 Policy Shocks 2026 - How fiscal policy and tariffs could widen income-driven spending gaps08:45 Why Value Retailers and Discounters are Outperforming12:01 GLP One Ripple Effects - How GLP-1 Drugs Are Reshaping Grocery, Apparel, and Beauty categories14:40 How AI Will Change Shopping Trends - What agentic commerce means for retailers, brands, and advertising models17:43 Other Trends Watchlist - Why Health and Wellness Remains A Durable Long-term Consumer Trend20:02 ConclusionsK-shaped economy, U.S. consumer spending, AI in retail, GLP-1 drugs, capital markets, stock market trends, consumer investing, megaforcesSources: “Advance Monthly Sales for Retail and Food Services” February 2026, United States Census Bureau; US Bureau of Economic Analysis (PCE data); FRED 2026, Bureau of Labor Statistics; Wage Growth Data, January 2026, Federal Reserve of Atlanta; Tax refunds per Morgan Stanley, Piper Sandler estimates; “US food outlook 2026”, Bernstein; “GLP-1 Boom Accelerates Nationwide Shift in Size Curves, Putting $5 Billion in U.S. Apparel Retail Inventory at Risk, According to New Impact Analytics Study”, Global Newswire, September 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Big Fatty Online
    BFO4716 – Give Him a Pencil

    Big Fatty Online

    Play Episode Listen Later Mar 6, 2026 20:01


    On the saddest weekend of the year, the Fat One closes out the week with a recap of his day which included a gas report, nattering about Survivor and sportsball and some very So-So questions. Don't forget to SPRING forWARD on Saturday night. Happy National Oreo Cookrie Day.

    On Investing
    A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

    On Investing

    Play Episode Listen Later Mar 6, 2026 25:53


    This episode marks Kathy Jones' farewell as co-host of On Investing. Collin Martin, Schwab's head of fixed income research, takes over as co-host starting on March 20. As Kathy prepares for retirement after a decades-long career in finance, she reflects back on some of the most important lessons she learned throughout her career. She recounts how she started out as a runner at the Chicago Board of Trade before moving into research. Some of her core investing lessons from 50 years in markets include: The trend is your friend, don't marry your investments, and understand risk management.  Then, in light of recent military action in Iran, Kathy and Liz Ann also discuss the state of geopolitical risk and its market implications. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0326-L457) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Lighthouse Retirement Hour
    03-08.2026 The Lighthouse Retirement Hour- Part 2

    Lighthouse Retirement Hour

    Play Episode Listen Later Mar 6, 2026 54:01


    Lighthouse Retirement Hour
    03-07-2026 The Lighthouse Retirement Hour- Part 1

    Lighthouse Retirement Hour

    Play Episode Listen Later Mar 6, 2026 54:00


    All Access Water Polo Podcast
    Ep.30 - Kyra Christmas - 2020 Olympian with Team Canada & Professional Player in Greece

    All Access Water Polo Podcast

    Play Episode Listen Later Mar 6, 2026 38:46


    In Episode 30 I sit down with 2020 Olympian with Team Canada, UOP Alumni and current professional player in Greece, Kyra Christmas. We talk about the younger years and college, 2020 Olympics, Retirement, return the sport, and much more.

    Moose on The Loose
    5 moves to make 5 years before retirement

    Moose on The Loose

    Play Episode Listen Later Mar 6, 2026 12:00


    The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I discuss 5 moves to make 5 years before retirement: #1 Make a list of your assets, debts and income sources #2 How much will you spend at retirement #3 Bridge gaps #4 Determine your investment strategy #5 Optimize your plan It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

    Rod Arquette Show
    The Rod and Greg Show: Rep. Burgess Owens on Retirement; Day 44 at the Utah Legislature

    Rod Arquette Show

    Play Episode Listen Later Mar 6, 2026 88:28 Transcription Available


    The Rod and Greg Show Daily Rundown – Wednesday, March 4, 20264:20 pm: Congressman Burgess Owens joins Greg for his first interview since he announced he will not seek reelection in 2026 and will retire following his current term. Owens has represented Utah in the House since he was first elected in 2020.5:05 pm: Representative Cory Maloy joins Greg live at the state capitol building for a conversation about his bill, HB 209, which has passed the legislature and will require proof of citizenship to vote in state elections.5:38 pm: Utah Speaker of the House Mike Schultz joins Greg for a conversation about the 2026 Utah Legislative session, how it's going and what to expect during the session's last 30 hours.6:05 pm: Senator Todd Weiler joins Greg for a conversation about the efforts of the Better Boundaries group to have voters remove their signatures from the Proposition 4 repeal initiative. What are the odds they'll be successful?6:38 pm: Andrew Arthur, Resident Fellow in Law and Policy at the Center for Immigration Studies, joins the show for a conversation about changes the Department of Homeland Security is making to asylum applicant work permit rules.

    The Broadcast Retirement Network
    #2026 #Senior #Living #Trends

    The Broadcast Retirement Network

    Play Episode Listen Later Mar 6, 2026 10:13


    #ThisMorning | #2026 #Senior #Living #Trends | Michele Holleran, De Arment Consulting | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

    McNeil & Parkins Show
    Mark Potash believes Bears will overcome Drew Dalman's retirement (Hour 4)

    McNeil & Parkins Show

    Play Episode Listen Later Mar 5, 2026 45:24


    In the final hour, Laurence Holmes was joined by veteran Chicago sportswriter Mark Potash to discuss the latest Bears storylines, including center Drew Dalman's sudden retirement. After that, Holmes and the crew discussed the grades the Bears received in the recent NFL Players Association team report cards.

    The Lifestyle Investor - investing, passive income, wealth
    280: How Niching Down Led to a 10x EBITDA Exit with Andrew Lassise

    The Lifestyle Investor - investing, passive income, wealth

    Play Episode Listen Later Mar 5, 2026 48:29


    One of the biggest reasons many entrepreneurs struggle to scale their businesses is that they focus on attracting more clients by casting a wide net and pouring money into marketing that doesn't generate and convert enough leads.But everything changed when today's guest did the opposite by narrowing his focus, niching down, which ultimately skyrocketed business growth and positioned his company for a huge exit.Andrew Lassise is the founder of Tech for Accountants, a cybersecurity and IT company built exclusively for accounting firms. After initially struggling to sell his company, Andrew rebuilt it with tighter systems, sharper positioning, and a deliberate niche strategy. The result? A sale at a 10x multiple of projected EBITDA, more than double the industry norm.In this conversation, Andrew shares how sobriety became a competitive advantage and why systematizing your business is the key to turning it into a sellable asset. We also discussed how to leverage AI and automation to scale your business without burning out.In this episode, you'll learn: ✅ How niching down skyrockets Andrew's business growth and created market dominance in a crowded industry.✅ Why AI isn't a silver bullet and how to use it to create real leverage and buy your time back.✅ The mindset shifts from being the operator to building a business that scales sustainably towards a successful exit.Show Notes: LifestyleInvestor.com/280Tax 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.

    Money Matters with Wes Moss
    Behind on Retirement Savings? Roth 401(k), Rule of 55 & Investment Decisions Explained

    Money Matters with Wes Moss

    Play Episode Listen Later Mar 5, 2026 34:31


    Retirement planning is often shaped by disciplined decisions, market realities, and investor behavior. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase address timely retirement investing questions and frame them within a long-term, evidence-based approach designed to inform—not predict—financial outcomes. • Compare dollar-cost averaging versus lump-sum investing and evaluate how investor psychology may influence portfolio results. • Reassess what it means to feel behind on retirement savings and explore catch-up strategies, contribution limits, and long-term discipline. • Evaluate how to handle windfalls, consolidate retirement accounts, and apply the Rule of 55 guideline when considering early access to employer plans. • Interpret average versus median retirement savings data to better contextualize your own retirement planning progress. • Weigh Roth 401(k) contributions later in your career, particularly in high-tax states, within a broader tax-aware retirement strategy. • Analyze covered call ETFs, bond allocations, and diversification across U.S. stocks, international markets, real estate, and commodities. • Emphasize consistent participation over market timing when attempting to build a resilient retirement portfolio. Clear context may lead to better decisions. Listen to—and subscribe to—the Retire Sooner Podcast to stay informed and continue refining your retirement investment strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Capitalist Investor with Mark Tepper
    Debt in Retirement: What Investors Should Know

    The Capitalist Investor with Mark Tepper

    Play Episode Listen Later Mar 5, 2026 13:28


    Debt can be a powerful financial tool, but it can also become a major obstacle as retirement approaches.In this episode of The Capitalist Investor, Derek Gabrielsen and Jack Root explore how debt affects retirement planning and why managing liabilities becomes increasingly important as earning years begin to shrink.The conversation covers how business owners should approach debt tied to their companies, why exit planning matters for entrepreneurs, and why not all debt needs to disappear before retirement. They also explain the difference between mortgage debt and lifestyle debt such as credit cards or home equity lines.If you are thinking about retirement or planning your financial future as a business owner, this discussion offers practical perspective on how debt fits into a sustainable retirement strategy.

    The Retirement Wisdom Podcast
    What Can Make or Break Your Retirement – Rod Yancy

    The Retirement Wisdom Podcast

    Play Episode Listen Later Mar 5, 2026 23:05


    What’s next? Don’t drift. Design. Our next small group coaching program starts in April. Learn more here. ________________________ Most retirement planning conversations start and end with money. Rod Yancy, founder of Oath Planning, challenges that assumption head-on — arguing that mindset, emotional health, and identity matter more than any portfolio balance when it comes to actually thriving in retirement. In this conversation, Rod shares data from Oath’s latest client survey, their Q1 2026 Money and Meaning Institute survey of over 500 retirees and near-retirees, and some the findings may surprise you. For example, the biggest regrets aren’t about money. The financial advisory industry is structurally incentivized to keep money at the center of retirement planning — even when that leaves clients less than fully prepared for what they’ll face in planning for life in retirement. He offers a candid, practitioner-level view of what he actually sees working (and failing) in retirement transitions. Rod Yancy joins us from Tulsa, Oklahoma. _________________________ Bio Rod Yancy is a multifaceted entrepreneur, writer, attorney, and leader. His personal mission to empower others to live their lives to the fullest is woven into both his business ventures and creative projects. After graduating from the University of Oklahoma in 2002 with a double major in philosophy and political science, Rod made adventure his top priority, traveling in search of new experiences, inspiration, and deeper meaning. He began writing about his journeys while immersing himself in diverse fields, from mindfulness to literature to software development. Recognizing the importance of legal expertise for his entrepreneurial goals, Rod pursued a J.D. at the University of Oklahoma College of Law, graduating in 2006. He quickly put his education to use by founding two app-based software companies in fantasy sports and photo sharing, before shifting his focus to creating what became one of his life's major undertakings – Oath. Since its inception in 2010, Oath Law has been guided by Rod's belief that life is short and everyone should embrace their unique journey to achieve their full potential. With this perspective, Rod utilized estate planning as a means to help people recognize life is short and organize their affairs, allowing them to focus on what truly matters: enjoying life. _____________________________ For More on Rod Yancy Oath Planning _____________________________ Retirement Podcast Conversations You May Like Retire with Purpose – Cesar Aguirre Design a Phased Retirement – Anna Rappaport Coming of Age in Retirement – Tom Marks _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On Mindfulness  “I remember hearing when I was young, about a farmer whose crops had failed. And when they asked him what he would have done different, he said I would have cared for the soil sooner. And that that really is the thing. Oftentimes, we really don’t care for what matters until after it’s too late to fix it. And I think that when it comes to emotional well being and mindfulness, people sometimes don’t even know what they were missing. But when we sit down with our clients who are retirees, we see clearly that their mindset does shape their experience in retirement even more than money.” On Resilience “Oftentimes, resilience determines whether the change going into retirement feels like freedom, or feels like a loss of identity. And their purpose or what they what they mean to do with their life can make their calendar either feel very empty or open for for better things for them to do.  I don’t know if it’s counterintuitive, but I just keep seeing it time and time again, that people really need to pay attention to who they are before retirement.” On Taking Aim in Retirement “A man without an aim or a woman without an aim…is just that drifting. Taking aim at something is really important even in retirement. I think that is where you find the peace and that’s where you find that purpose.” _____________________________

    Stick to Football
    Gareth Bale: Real Madrid Reality, Turning Down United & Life With Ronaldo | Stick to Football 119

    Stick to Football

    Play Episode Listen Later Mar 5, 2026 94:26


    Welcome back to a huge episode of Stick to Football, brought to you by ARNE.Gary Neville, Paul Scholes, Jill Scott, Roy Keane and Ian Wright are joined by former Spurs, Real Madrid and Wales star Gareth Bale for a fascinating look back at his incredible career.We dive into the reality of playing for Real Madrid, the pressure that comes with the badge and what it was really like sharing a dressing room with Cristiano Ronaldo & Co. under Zinedine Zidane. And yes, the golf debate makes an appearance too.Bale also reflects on his rise to superstardom at Tottenham, revealing that a move to Manchester United was on the table not once, but twice.From Champions League glory to leading Wales on the international stage, he opens up on the highs, the scrutiny and life after football, including his spell in MLS and what keeps him busy now.Who is the greatest Welsh footballer of all time? Let us know in the comments and don't forget to like and subscribe so you never miss an episode of The Overlap.This episode is sponsored by Huel.Gary Neville and the Stick to Football team know - when your day's full-on, you need fuel that's fast and actually good for you.Huel is the ultimate meal on the go - high protein, packed with 26 essential vitamins & minerals, and ready in seconds.

    Minnesota Vikings - Wobcast
    Skol Stories: Anthony Barr On His Retirement Decision and How He Continues To Raise The Barr

    Minnesota Vikings - Wobcast

    Play Episode Listen Later Mar 5, 2026 26:28 Transcription Available


    Welcome back to another edition of Skol Stories.  Hosts Pete Bercich and Mark Rosen welcome Vikings Legend Anthony Barr to the show.  Anthony reflects on his journey from California to Minnesota, the life lessons learned along the way, the leadership displayed by Harrison Smith and Eric Wilson, the importance of continuing his Raise The Barr foundation, and the process of transitioning into a post football lifestyle. All of this and more is in this edition of Skol Stories.See omnystudio.com/listener for privacy information.

    The D Shift
    Social Security and Retirement After Divorce

    The D Shift

    Play Episode Listen Later Mar 5, 2026 31:11


    Retirement planning after divorce can feel overwhelming, especially when you are suddenly responsible for your financial future on your own. In this episode of The D Shift, Strategic Divorce Consultant Mardi Winder speaks with certified financial planner Eric Blake about how women can make confident, informed retirement decisions after divorce, widowhood, or remaining single.They break down one of the most confusing topics for many women. Social Security. You will learn how ex-spousal and survivor benefits work, why the 10-year marriage rule matters, how remarriage affects eligibility, and how the timing of your claim can significantly impact your long-term income.The conversation also explores:• How to create a retirement strategy after a gray divorce• Why becoming overly conservative with investments can be risky• The impact of inflation on long-term retirement planning• How to manage cash flow, debt, and tax strategy post-divorce• Why women must be active decision makers in their financial futureThis episode is designed for women who want to move from financial uncertainty to clarity and take a strategic approach to retirement after divorce.About the Guest:Eric Blake is a CERTIFIED FINANCIAL PLANNER® professional and the founder of Blake Wealth Management, specializing in helping women 55+ navigate retirement with clarity and confidence. With more than 25 years of experience, Eric provides strategies to optimize investments, create reliable income, and minimize taxes. Inspired by his mother and grandmother's financial journeys, Eric has a personal passion for empowering women to take control of their financial future.For Eric's gift: www.womenssocialsecurityguide.comTo connect with Eric: Blake Wealth Management: www.blakewealthmanagement.com The Simply Retirement Podcast: www.thesimplyretirementpodcast.com LinkedIn: linkedin.com/in/ericblakecfp Facebook: www.facebook.com/EricBlakeCFP YouTube: www.youtube.com/@TheSimplyRetirementPodcastAbout the HostMardi Winder is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/YouTube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have feedback or questions about this episode? Leave a comment in the section below!Subscribe to the PodcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts. You can also subscribe in your favorite podcast app.Leave us an Apple Podcast ReviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

    Uplevel Dairy Podcast
    319 | Farm Forward Conversations: Unpacking Family Dynamics and Succession with Elaine Froese

    Uplevel Dairy Podcast

    Play Episode Listen Later Mar 5, 2026 46:39


    Today on the Uplevel Dairy Podcast, Peggy highlights the upcoming Farm Forward Conference on Friday, March 27, at the Farm Wisconsin Discovery Center in Newton, Wisconsin. Presented in partnership with Zoetis, Menn Law, AgriGrowth Solutions, and Leading Edge Consulting, the event is designed to help farmers and advisors navigate farm transition—especially the hard conversations that often stall progress.The day includes a hands-on workshop led by farm family transition coach Elaine Froese, along with an afternoon panel featuring legal, financial, and farmer perspectives. Attendees will walk away with practical next steps, communication tools, and greater clarity around transition planning.In the podcast interview, Elaine shares her background as a farm-raised home economist and certified conflict-resolution coach. She explains her coaching process and the tools she uses to help families move through procrastination, avoid unnecessary conflict, and separate family dynamics from business decisions.She emphasizes the importance of financial transparency, regular family meetings, clearly defined expectations and timelines, and understanding that fairness does not always mean equality. The conversation also addresses retirement planning, long-term care considerations, and how to reduce anxiety around money and scarcity.Join us for the Farm Forward ConferenceFriday, March 27, 9 a.m.-3 p.m.Farm Wisconsin Discovery Center7001 Gass Lake Rd, Manitowoc, WIRegister Here: https://pci.jotform.com/form/260474594709165For more from Elaine Froese:www.ElaineFroese.comelaine@elainefroese.comConflict Dynamics Profile: https://elainefroese.com/coaching/conflict-dynamics-profile/Farm Family Harmony Podcast: www.farmfamilyharmonypodcast.com00:00 – Farm Transition Anxiety00:27 – Farm Forward Conference Overview01:53 – Meet Elaine Froese04:39 – How Her Coaching Process Works07:44 – Addressing the “Bull in the Room”10:11 – Common Transition Misconceptions14:49 – Why Clarity and Timelines Matter20:20 – Fair vs. Equal in Farm Transitions25:48 – Retirement and Financial Realities29:51 – Effective Advisor and Family Meetings34:37 – When Change Stalls37:56 – Vulnerability and Shared Goals41:01 – Conference Details and Next Steps42:54 – Coach on Call in the Hall44:51 – Final Takeaways

    Joe Ostrowski Show
    Makhlouf: Chris Emma interview, how high are you on the Bears after Dalman's retirement? (Hour 1)

    Joe Ostrowski Show

    Play Episode Listen Later Mar 5, 2026 45:05


    Makhlouf: Chris Emma interview, how high are you on the Bears after Dalman's retirement? (Hour 1) full 2705 Thu, 05 Mar 2026 01:14:38 +0000 KLCwfLmPTULtgA8BdG9YdrMYsldgn1Yg sports Score Evenings sports Makhlouf: Chris Emma interview, how high are you on the Bears after Dalman's retirement? (Hour 1) Score Evenings sets the tone for Chicago sports at night, offering clear-eyed analysis and confident opinions on the teams that matter most. From Bears storylines to Cubs breakdowns — plus analysis on the Bulls, White Sox and more — the show dives deep into games, rosters, coaching decisions, and breaking news. With interviews and in-the-moment reaction, Score Evenings keeps fans plugged in and informed on everything related to Chicago sports as the day winds down. © 2026 Audacy, Inc. Sports False

    Joe Ostrowski Show
    Makhlouf: Would you still want a Maxx Crosby trade after the Drew Dalman retirement? (Hour 2)

    Joe Ostrowski Show

    Play Episode Listen Later Mar 5, 2026 42:45


    Makhlouf: Would you still want a Maxx Crosby trade after the Drew Dalman retirement? (Hour 2) full 2565 Thu, 05 Mar 2026 02:09:30 +0000 S8Fhdvfpg7ClP3RdC0d5olNUwAtlQraX sports Score Evenings sports Makhlouf: Would you still want a Maxx Crosby trade after the Drew Dalman retirement? (Hour 2) Score Evenings sets the tone for Chicago sports at night, offering clear-eyed analysis and confident opinions on the teams that matter most. From Bears storylines to Cubs breakdowns — plus analysis on the Bulls, White Sox and more — the show dives deep into games, rosters, coaching decisions, and breaking news. With interviews and in-the-moment reaction, Score Evenings keeps fans plugged in and informed on everything related to Chicago sports as the day winds down. © 2026 Audacy, Inc. Sports False

    Bleachers to Speakers: A Detroit Lions podcast
    NFC North_ Shocking Retirement, Trades & Crazy! _ Who Will Be King

    Bleachers to Speakers: A Detroit Lions podcast

    Play Episode Listen Later Mar 5, 2026 69:45


    NFC North Show Learn more about your ad choices. Visit megaphone.fm/adchoices

    Retirement Ready
    Retirement & Emotions: How Feelings Can Derail (or Improve) Your Plan

    Retirement Ready

    Play Episode Listen Later Mar 5, 2026 13:00


    The Stacking Benjamins Show
    Around the World in 80 Days: The Travel Mindset That Makes Retirement Bigger (SB1811)

    The Stacking Benjamins Show

    Play Episode Listen Later Mar 4, 2026 70:49


    What if retirement isn't about doing less, but about becoming more? George Jerjian spent his career as a retirement mindset coach, helping others navigate life after work. Then he decided to practice what he preached. He planned an 80-day round-the-world journey, intentionally choosing unfamiliar countries where he'd be forced out of his comfort zone and into transformation. This greatest hits crossover from Stacking Adventures brings George's story to the basement, not because it's about exotic travel (though the destinations are incredible), but because it illustrates something crucial about the retirement mindset. The question isn't whether you can afford to travel. The question is whether you're willing to reinvent yourself when the structure of work disappears. George shares the planning behind his epic journey, including why he used a travel agent (yes, really), how he chose destinations that would challenge him rather than just relax him, and what each stop taught him about identity, purpose, and staying relevant after a career ends. From South Africa's Robben Island and a five day safari that taught him about patience, to Australia's Great Barrier Reef and a Melbourne Immigration Museum exhibit that forced him to rethink identity, to New Zealand's Milford Sound and a Maori dance lesson about seeking approval, to Japan's samurai service culture and Hiroshima's lesson in resilience, to Canada's awe inducing Rockies and French-flavored Quebec. Every stop was chosen deliberately to teach him something, not just show him something. The conversation explores his DARE method for retirement planning, why so many retirees struggle with identity once their business cards disappear, and how intentional travel creates the mindset shift that makes retirement feel expansive rather than diminishing. Along the way, Joe and Crystal plug the "Where in the World is Crystal Hammond?" guessing game (she's not in the continental U.S. or Aruba), announce Seattle and Boston community meetups, and mention the Vault tool for credit monitoring. Plus, you'll hear about George's book, Odyssey of an Elder: Around the World in 80 Days. What You'll Learn: • Why retirement success depends on mindset transformation, not just financial preparation • George's DARE method for retirement planning and identity • How to plan transformational travel versus just vacation travel • Why choosing unfamiliar destinations matters more than comfortable ones • What each stop on George's journey taught him about life after work • How travel forces identity shifts that make retirement feel expansive • Why so many retirees struggle once their professional identity disappears • Practical strategies for reinventing yourself when work ends • How to use travel as a tool for personal growth, not just leisure This Episode Is For You If: • You're approaching retirement and worried about losing your identity • You've saved enough money but haven't thought about who you'll become • You're recently retired and struggling with the transition • You want retirement to feel like expansion, not contraction • You believe travel can transform you, not just entertain you Question for You: If you could take an 80-day trip designed to transform you (not just relax you), where would you go and why? Drop your answer in the comments or the Basement Facebook group. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Retirement Answer Man
    How to Feel Loved with Dr. Harry Reis

    Retirement Answer Man

    Play Episode Listen Later Mar 4, 2026 67:51


    Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Together they explore the science behind belonging and loneliness, introduce practical mindsets for deepening relationships, answer listener questions, and close with the team's latest book recommendations.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement but have the confidence and clarity to lean in and rock it.(00:27) Roger outlines the month ahead: a focus on relationships, an upcoming financial deep dive with Wade Pfau, wisdom from retirees navigating health care before Medicare, a candid discussion on retirement calculators, and a live Noodle hangout.CONVERSATION WITH HARRY REISS(02:00) Roger introduces Harry Reis, co-author (with Sonja Lyubomirsky) of How to Feel Loved, for a conversation recorded live in the Rock Retirement Club.(05:17) Roger asks Harry what led him down the path to study relationships and partner with Sonja Lyubomirsky for the book.(15:00) Harry talks about the loneliness epidemic and the effects of not feeling loved.(17:45) Roger and Harry talk about the obstacles and myths of being loved. (23:15) Harry introduces the sea-saw framework for relationships.(27:00) Harry shares practical mindsets for strengthening connection, including listening to learn, radical curiosity, multiplicity, and mutual vulnerability.(43:30) Roger reflects on why this is important.LISTENER QUESTIONS(45:00) Listeners share questions about one-sided conversations, vulnerability, and love languages, leading to practical discussion about compatibility, communication, and choosing people willing to “play seesaw.”WHAT'S ON THE BOOKSHELF?(58:00) The team shares recent reads.SMART SPRINT(1:05:55) Consider one relationship you want to deepen. Practice listening to learn this week. Ask one more follow-up question than you normally would and notice what happens.REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer ManHow to Feel Loved  by Sonja Lyubomirsky and Harry Reis

    Under Center Podcast
    NFL Combine Recap + What Drew Dalman's Retirement Means

    Under Center Podcast

    Play Episode Listen Later Mar 4, 2026 48:05


    Ruthie Polinsky and Clay Harbor unpack everything coming out of the NFL Combine, spotlighting the prospects who boosted their stock and the ones who may have left teams with more questions than answers. The conversation quickly pivots to breaking news as the Chicago Bears deal with the sudden retirement of center Drew Dalman and begin evaluating options, including a visit from a recently released center. The episode also dives into the ripple effects around the league, from the latest on Maxx Crosby and where he could ultimately land to edge rusher Trey Hendrickson hitting the open market after not being franchise tagged. Plus, the crew discusses Bears offensive line coach Dan Roushar, who made an appearance on Terron Armstead's podcast.

    McNeil & Parkins Show
    Carmen Vitali shares her reporting on what led to Drew Dalman's retirement (Hour 1)

    McNeil & Parkins Show

    Play Episode Listen Later Mar 4, 2026 47:39


    Matt Spiegel and Laurence Holmes opened their show by welcoming on Fox Sports reporter Carmen Vitali to share her reporting on why Bears center Drew Dalman stunningly decided to retire at age 27. After that, Spiegel and Holmes shared a few options for the Bears to fill Dalman's void at center.

    McNeil & Parkins Show
    Mark Potash believes Bears will be able to overcome Drew Dalman's retirement

    McNeil & Parkins Show

    Play Episode Listen Later Mar 4, 2026 26:23


    Laurence Holmes was joined by veteran Chicago sportswriter Mark Potash to discuss the latest Bears storylines, including center Drew Dalman's sudden retirement.

    The Retirement and IRA Show
    Fisher’s 99 Retirement Tips, Part 2: EDU #2609

    The Retirement and IRA Show

    Play Episode Listen Later Mar 4, 2026 75:56


    Chris’s Summary Jim and I continue our discussion on 99 Retirement Tips from Fisher Investments, picking up where we left off last week. We cover involving children in financial decisions, the liquidity trade-off of paying off a mortgage early, renting before buying in a new retirement location, lifetime gifts as part of the fun budget, and watching for financial predators including a disputed suggestion that low advisor fees may be a warning sign. Jim’s “Pithy” Summary Chris and I are back where we left off, working through Fisher Investments’ 99 Retirement Tips, and there’s still plenty to dig into. Tip 23 makes the case for involving your children in your financial decisions — and the reasons go deeper than most people think about. Tip 26 gets into mortgage payoff, and while we partially agree with what Fisher says about it — paying it down doesn’t change your net worth. But it does change your liquidity, and that distinction is worth considering. Tip 32 is one I feel personally right now: if you’re relocating in retirement, rent first. Never move anywhere with a vacation mindset. I’m doing it in Ohio as we speak, and I’d tell anyone thinking about a move to do the same. Tip 74 recommends lifetime gifting — and the way we handle it, that spending belongs in your Fun Number budget. There’s no written rule you have to wait until you’re gone to help the people you care about. And tip 86 covers financial predators, which is largely solid — but there’s one line in there that made my blood boil when I read it. The implication is that an advisor charging lower fees might be a warning sign. I have never seen any consumer advocate say that. The 99 retirement tips review of this particular point raises a question worth sitting with: who exactly benefits from that framing? The post Fisher’s 99 Retirement Tips, Part 2: EDU #2609 appeared first on The Retirement and IRA Show.

    Bernstein & McKnight Show
    What's the No. 1 priority now for the Bears after Drew Dalman's retirement?

    Bernstein & McKnight Show

    Play Episode Listen Later Mar 4, 2026 17:24


    Leila Rahimi and Mark Grote discussed what the Bears' top priority should be this offseason following center Drew Dalman's surprising retirement at 27 years old.

    Bernstein & McKnight Show
    What's the No. 1 priority now for the Bears after Drew Dalman's retirement? (Hour 1)

    Bernstein & McKnight Show

    Play Episode Listen Later Mar 4, 2026 46:00


    Leila Rahimi and Mark Grote opened their show by discussing what the Bears' top priority should be this offseason following center Drew Dalman's surprising retirement at 27 years old. After that, Hall of Fame offensive tackle Joe Thomas joined the show to react to Dalman's decision to retire. Later, Rahimi and Grote explained how Dalman has meant so much to Bears quarterback Caleb Williams.

    Bernstein & McKnight Show
    Mike Florio talks Drew Dalman's retirement, latest NFL headlines (Hour 2)

    Bernstein & McKnight Show

    Play Episode Listen Later Mar 4, 2026 42:04


    In the second hour, Leila Rahimi and Mark Grote were joined by Mike Florio of Pro Football Talk to discuss Bears center Drew Dalman's surprising retirement from the NFL at 27 years old. Florio also discussed the latest NFL news and rumors, with a focus on the Vikings' quarterback situation and where Raiders star Maxx Crosby could be traded. After that, Rahimi and Grote discussed why Dalman chose to retire now. Later, they held the Halftime segment.

    Bernstein & McKnight Show
    Mike Florio talks Drew Dalman's retirement, Maxx Crosby trade buzz

    Bernstein & McKnight Show

    Play Episode Listen Later Mar 4, 2026 17:51


    Leila Rahimi and Mark Grote were joined by Mike Florio of Pro Football Talk to discuss Bears center Drew Dalman's surprising retirement from the NFL at 27 years old. Florio also discussed the latest NFL news and rumors, with a focus on the Vikings' quarterback situation and where Raiders star Maxx Crosby could be traded.

    Bernstein & McKnight Show
    Hall of Famer Joe Thomas talks Bears center Drew Dalman's retirement

    Bernstein & McKnight Show

    Play Episode Listen Later Mar 4, 2026 12:40


    Leila Rahimi and Mark Grote were joined by Hall of Fame offensive tackle Joe Thomas to react to Bears center Drew Dalman's surprising decision to retire from the NFL at 27 years old.

    Unashamed with Phil Robertson
    Ep 1281 | Jase Sounds the Alarm on the Blood Moon & End-Times Hysteria

    Unashamed with Phil Robertson

    Play Episode Listen Later Mar 3, 2026 55:51


    A blood moon sparks fresh waves of end-times predictions, apocalyptic charts, and doomsday rhetoric — but is that really the point? Jase, Al, and Zach push back on the obsession with “when” and “where,” arguing that Scripture shifts the focus to who you're with and whether you're ready. From 1 Thessalonians to Jesus healing on the Sabbath, the conversation reframes heaven not as escape, but as meaningful work in a renewed creation.  In this episode: 1 Thessalonians 4, verses 13–18; 1 Thessalonians 5, verses 1–4; 1 John 3, verses 16–19; John 5, verses 1–17; Matthew 11, verse 28; Romans 8, verse 19; Genesis 1, verse 28 “Unashamed” Episode 1281 is sponsored by: https://texassuperfood.com — Get 35% off your first order when you use code Unashamed. https://trustandwill.com/unashamed — Get 20% off and protect your legacy today!  https://chministries.org/unashamed — See why Christians are ditching health insurance for good. Get a simpler alternative at half the cost! http://unashamedforhillsdale.com/ — Sign up now for free, and join the Unashamed hosts every Friday for Unashamed Academy Powered by Hillsdale College Check out At Home with Phil Robertson, nearly 800 episodes of Phil's unfiltered wisdom, humor, and biblical truth, available for free for the first time! Get it on Apple, Spotify, Amazon, and anywhere you listen to podcasts! https://podcasts.apple.com/us/podcast/at-home-with-phil-robertson/id1835224621 Listen to Not Yet Now with Zach Dasher on Apple, Spotify, iHeart, or anywhere you get podcasts. Chapters: 00:00 Anna Turns 40 05:42 Life Is a Vapor 10:18 Blood Moon & End-Times Hype 14:36 The Wrong Question 20:41 Who Are You With? Paul's Answer 25:58 Heaven Isn't a Vacation 31:44 Jesus & the Sabbath 39:52 Scarcity vs. Expansion 47:18 Retirement, Purpose, & Are You Ready? — Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Clark Howard Podcast
    03.03.2026 Ask An Advisor With Wes Moss

    The Clark Howard Podcast

    Play Episode Listen Later Mar 3, 2026 36:28


    Lump Sum Investing vs. Dollar-Cost Averaging & Is It Ever Too Late To Save for Retirement? Wes Moss tackles one of the most paralyzing questions in finance: should you "cannonball" into the market or wade in slowly? While historical data shows that one method wins about two-thirds of the time, Wes explains why participation will always trump perfection. Also, a sobering new study claims the average American has less than $1,000 saved for retirement. However, when you look past the headlines at the actual math, the story changes – and so does the outlook for "Late Start Larry and Lisa." If you're in your 50s and feel like you've missed the boat, this segment is for you. Wes breaks down the 2026 contribution limits and shows how aggressive saving in your final working years can still turn a modest nest egg into a million-dollar retirement. Mentioned on the show: How Psychology Can Make or Break Your Portfolio Retirement Calculators What's the Average Retirement Account Balance in America? Is It Ever Too Late To Save for Retirement? - Clark Howard 8 Retirement Catch-Up Secrets for Savers 55+ - Clark Howard Retirement Savings Limits in 2026 - Clark Howard Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the March 3, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices