Podcasts about retirement fund

On this week's episode, we're pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil's Financial Dictionary. In his most recent project, Jason published an update of Ben Graham's classic book, The Intelligent Investor. And we've devoted a portion of today's episode to delving into Graham and the Intelligent Investor with Jason. Please note that we recorded this interview on April 8, 2025.BackgroundBioYour Money and Your Brain: How the New Science of Neuroeconomics Can Help Make Your RichThe Devil's Financial DictionaryTariffs and TIPS“Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves,” by Jason Zweig, wsj.com, April 4, 2025.“The Mistake You're Making in Today's Stock Market—Without Even Knowing It,” by Jason Zweig, wsj.com, April 25, 2025.“Four Questions You Should Ask to Combat the Market Chaos,” by Jason Zweig, wsj.com, April 10, 2025.“Inflation Isn't Going Away? Some Tips on How to Buy TIPS,” by Jason Zweig, wsj.com, Feb. 14, 2025.The Intelligent InvestorThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin GrahamThe Intelligent Investor Third Edition: The Definition on Value Investing, by Benjamin Graham and updated with new commentary by Jason Zweig.Jonathan Clements“The WSJ's Jonathan Clements Wants to Leave a Living Legacy,” by Jason Zweig, wsj.com, May 8, 2025.“Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful,'” The Long View podcast, Morningstar.com, Dec. 26, 2023.“Jonathan Clements: ‘Life Is Full of Small Pleasures,'” The Long View podcast, Morningstar.com, Oct. 15, 2024.Private Markets“Private Markets Seem Out of Reach for Individual Investors. BlackRock Thinks It Has an Answer,” by Jason Zweig, wsj.com, Sept. 12, 2024.“You're Invited to Wall Street's Private Party. Say You're Busy,” by Jason Zweig, wsj.com, Dec. 20, 2024.“Don't Buy Into This Easy Fix for Stock-Market Craziness,” by Jason Zweig, wsj.com, April 18, 2025.Other“SEC, States Investigate Firm Holding Couple's $763,094 Retirement Fund,” by Jason Zweig, wsj.com, Dec. 4, 2024.“David Swensen's Coda,” Yale News, news.yale.edu, Oct. 22, 2021.

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Nosipho Radebe speaks to Janina Slawski, Head for Investments Consulting at AlexforbesSee omnystudio.com/listener for privacy information.

Trouble with taxes as a foreigner with business in the US? Or how can you legally reduce your tax to $0? Adam Bergman is a 9-time author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Adam is a leading voice in the self-directed retirement industry and has been interviewed on CBS News and quoted in over one hundred and thirty major news publications in retirement tax planning - listen to one of the best tax interviews this season.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal***WHY LISTEN TO OUR INTERVIEW WITH ADAM BERGMAN:[00:00-04:40] It all started with IRAs[04:41-07:25] Real Estate Investments with IRA and 401k[07:26-15:02] Leverage saving accounts BETTER I[15:03-16:12] Sponsor: Franchising made easy[16:03-20:48] Leverage saving accounts BETTER II[20:49-26:44] International Investments and Tax Implications[26:45-29:37] Get the best tax advice to your door[29:38-32:18] Sometimes it's all luckReach out to Adam at  https://www.irafinancial.comAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

Are HSAs one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? This is what a listener wants to know so we'll analyze whether that's a potential pitfall or if she's maximizing this planning tool. Here's some of what we discuss in this episode:

Is betting your retirement fund on bitcoin actually a smart move? Meet the man who seems to think so… We sit down this week with Matthew Fraser from the Crypto Collective as he shares the story of how he made a million dollars from the brink of bankruptcy thanks to Uber, Amazon, and Bitcoin.  Now a hardcore Bitcoin advocate, Matt shares with us his method to create generation wealth using Michael Saylor's famous prediction, as well as the thought process that went into dropping 1.2 million in one night.  You'll hear:  The importance of education and mentorship in navigating the crypto market. Why Matt sees Bitcoin as a long-term wealth-building tool. The pitfalls of traditional retirement funds and how crypto can secure a better future for you. The process of setting up a self-managed super fund for crypto investments. How you need to approach crypto investing if you want to build long-term generational wealth How Matt went from Uber Driver to Bitcoin Millionaire … and much more! Find Matt Fraser and the Crypto Collective on Instagram here and on TikTok here Want to see what we're looking at every episode? Watch the YouTube version of the podcast here. Keen to join in TIC Tipping? Reset your demo mode and let us know your picks on @tappingintocrypto on instagram or X @tappingintocrypto Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc  To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto If you can't wait to learn more, check out these blogs from our friends over at Swyftx. The Tapping into Crypto podcast is for entertainment purposes only and the opinions on this podcast belong to individuals and are not affiliated with any companies mentioned. Any advice is general in nature and does not take into account your personal situation, if you're looking to get advice, please seek out a licensed financial advisor.

In celebration of Women's Month, here's an article that helps women build a strong retirement nest egg despite the many money challenges faced. Listen.

06 Feb 2025. Companies can use it to replace the traditional gratuity system. We speak to the man who’s been running a similar scheme in DIFC for years, Wilson Varghese, Senior Executive Officer at Zurich Workplace Solutions. We also find out what does it mean for employers & employees with financial coach Steve Cronin of DeadSimpleSaving.com. And, the Dubai’s property market is off to a strong start in 2025, but with new rules on upfront costs, what’s next for buyers and sellers? We asked Matthew Montgomery of Espace Real Estate.See omnystudio.com/listener for privacy information.

Planning for retirement is a crucial part of financial planning and one of the many tools designed to help is the Supplementary Retirement Scheme or SRS. And why is it that we tend to talk about the SRS at the end of the year and can it really help power-up our retirement savings? Howie Lim speaks to Shawn Lee, assistant vice president, financial planning literacy, DBS Bank to find out. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:14 Why year-end is SRS season 03:30 The downside to the SRS 05:57 Do not leave the SRS idle 08:06 Will changes to the CPF Act have an impact? --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Shawn Lee, assistant vice president, financial planning literacy, DBS Bank Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim Engineered by: Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Planning for retirement is a crucial part of financial planning and one of the many tools designed to help is the Supplementary Retirement Scheme or SRS. And why is it that we tend to talk about the SRS at the end of the year and can it really help power-up our retirement savings? Howie Lim speaks to Shawn Lee, assistant vice president, financial planning literacy, DBS Bank to find out. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:14 Why year-end is SRS season 03:30 The downside to the SRS 05:57 Do not leave the SRS idle 08:06 Will changes to the CPF Act have an impact? --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Shawn Lee, assistant vice president, financial planning literacy, DBS Bank Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim Engineered by: Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Happy feast of St. Francis Xavier! On today's show, Matt Swaim and Anna Mitchell discuss the life and legacy of one of the Church's greatest missionaries. Guests include John Knutsen to talk about this weekend's collection for the Retirement Fund for Religious, and Kris McGregor from Discerning Hearts to reflect on the Office of Readings. Plus news, weather, sports and a whole lot more

Happy feast of St. Francis Xavier! On today's show, Matt Swaim and Anna Mitchell discuss the life and legacy of one of the Church's greatest missionaries. Guests include John Knutsen to talk about this weekend's collection for the Retirement Fund for Religious, and Kris McGregor from Discerning Hearts to reflect on the Office of Readings. Plus news, weather, sports and a whole lot more… ***** Collect for the Memorial of St. Francis Xavier O God, who through the preaching of Saint Francis Xavier won many peoples to yourself, grant that the hearts of the faithful may burn with the same zeal for the faith and that Holy Church may everywhere rejoice in an abundance of offspring. Through our Lord Jesus Christ, your Son, who lives and reigns with you in the unity of the Holy Spirit, God, for ever and ever. ***** Support the Retirement Fund for Religious at retiredreligious.org. Andrew Petiprin is online at spesalviinstitute.org. Full list of guestsSee omnystudio.com/listener for privacy information.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, including Pathstone naming Eddie Brown as Chief Growth Officer and Hamilton Lane bolstering its direct equity and impact investment teams with multiple key hires. CAPTRUST has acquired Boston Financial Management, adding $5B in client assets, while Raymond James expands in Ohio, bringing on teams managing $1.8B in client assets. Institutional updates include a planned private equity manager search from the City of Hartford Municipal Employees' Retirement Fund, major commitments from CPP Investments, and CalPERS allocating significant capital across private equity, private credit, and infrastructure strategies. Fundraising news highlights Pender Ventures closing its second venture fund at $100M and Pantheon launching two evergreen funds targeting secondaries in private credit and equity markets. Tune in for the latest insights in institutional and wealth management news!

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The Physician Retirement Fund is this province's new tool for recruiting and retaining doctors. It's based on a program that's been running in British Columbia for more than 30 years. The president of Doctors of B.C. explains how their program works and whether it's made a difference.

Our profile interview this evening is Mr. Zamani Letjane, Founder and CEO of Akani Retirement Fund Administrators which is SA's first 100% black-owned retirement fund. He started the company in 2001 with just a dream and today the company's assets are valued at R26 billion. He is also the Managing Director for Akani Properties; Akani Energy; Munghana Corporate & Leisure Travel, Tours & Car Hire and Neighbour Funeral Scheme.See omnystudio.com/listener for privacy information.

Ah, the years of 35-55. When you are either too old to know the latest TikTok trends or young enough to have a general understanding of what TikTok is. Welcome to the sandwich generation, where you're caught between raising kids and/or taking care of aging parents. Your wallet feels thinner than a supermodel on a juice cleanse, and what about your time? Forget about it. But do not worry, your financial coach is here to help you navigate these treacherous waters with a smile.   Learn the fundamental concepts of how budgeting and saving are important to your financial well-being. Registration is now open for the course: Mastering Budget and Saving Techniques. This is a hands-on course with me guiding you on how to budget, track and look at managing your money like a pro.   Follow us on our social media channels: INSTAGRAM: https://www.instagram.com/kareng_adams/ FACEBOOK: https://www.facebook.com/karengfm101 VISIT OUR WEBSITE: https://financialmanagement101.com.au/

As we enter yet another round of the superannuation debate, I note it was led off last week by a group that wanted what they termed a “top up“, i.e. a pay rise for those who couldn't save.  You can see how fraught that concept is from the get go.  Why couldn't you save? You had 40 years. Actually, that's another aspect of this whole mess that's changed.  Do you have 40 years? Or 50 years? People work longer so surely a chance to save more?  Superannuation fits an almost unique category of topics that is so entrenched it won't change.  It's a futile exercise. A few bring it up, only to be beaten down by the time-honoured belief that, for whatever reason, if you get to 65 you are owed something by the state if you paid your taxes.  Of course, your taxes have been well and truly spent. For most people, whatever you handed over is long gone and in that is one of the great sadnesses of the New Zealand economic story.  We have very few net creditors, but a lot of net debtors.  People who actually pay more to the system than take from it are rare indeed.  When I started work in 1982, I took out a scheme whereby if you put a few dollars a week aside you would become a millionaire by the time you got to 60. I had completely forgotten about it, mainly because I stopped paying because I worked out it was bollocks.  I was reminded the other night when a text came through from an old girlfriend who had, when we were together, taken out her own but had stuck with it.  40 years later she was to collect $106,000.  Not quite a millionaire and not really a stunning return on investment.  But what I had worked out all those years ago was the Government were not to be part of my retirement. Why would they be?  Governments let you down. Governments change rules and have their own interests at heart, not yours.  So I sorted myself. Am I lucky? Not really.  Did I work hard? Yes.  Do I care what the retirement age is? No.  Do I care what the rules are? No.  That's the value of charting your own course and not being beholden to overlords. See omnystudio.com/listener for privacy information.

It's TV that's changing Friday nights! September 9th, 2005 was the debut of WWE SmackDown! on Friday nights! On the new time slot we get a stacked card on paper! A US title match, tag team title match, a steel cage match, and a bull rope match for the WWE championship! Also, Randy Orton has been battling The Undertaker since WrestleMania and he finally defeated The Deadman after help from his dad, Bob Orton! On WWE.com Orton had auctioned off a signed copy of The Undertaker's DVD! He matched the donation and all the proceeds went into a retirement fund for The Undertaker. On this episode Randy is going to present The Phenom with a giant check! LOD, Ken Kennedy, the in ring debut of Paul Burchill and more!⦁    Deadlock Discord: https://discord.gg/E4BvR4W⦁    Deadlock Shop: https://shop.deadlockpw.com⦁    Deadlock Patreon: https://patreon.com/deadlockpw⦁    Deadlock Twitter: https://twitter.com/deadlockpw⦁    Deadlock Instagram: https://instagram.com/deadlockwrestling⦁    Deadlock Reddit: https://reddit.com/r/deadlockpw⦁    Deadlock Pro Wrestling: http://deadlockpro.com

In this episode of "The Real Estate Vibe Show," host Vinki Loomba engages with Joel Landon, VP of Partner Relations at eQRP. With a wealth of experience in helping thousands maximize their retirement potential, Joel unveils the unique benefits of eQRP's self-directed plans and the comprehensive resources they offer.Highlights from this episode include: ✅ Joel's transition from banking to becoming a self-directed retirement plan expert. ✅ The importance of understanding and planning for personal retirement goals. ✅ Advantages of eQRP's self-directed 401(k) plans compared to traditional options. ✅ Exploring alternative investments, like real estate, within eQRP. ✅ Strategies for rolling over existing retirement funds into eQRP without tax penalties. ✅ The value of continuous learning and staying informed about investment opportunities. ✅ Real-life success stories of eQRP clients transforming their retirement strategies.Joel underscores the need to take control of your retirement funds and utilize eQRP's self-directed plans to diversify and enhance returns. He also stresses the importance of being knowledgeable and proactive in managing retirement investments.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the basics of a retirement fund including how to get started, the benefits of starting one, and the types of plan options you should consider.

Tune in to listen to the full podcast!The Real Estate Vibe Show!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Zyn's smoke-free nicotine pouches are surging like Juul 2.0… but is it a tobacco on-ramp or off-ramp?Nespresso is opening up theme-park style experiential stores… because even lattes need a test drive.Need $1,000 now?... Well, the IRS will now let you get that money from your retirement fund.Plus, the latest Airbnb destination is… the US Forest Service Watchtowers (FYI, here's a booking link for ya: https://shorturl.at/w1hAj)$PM $NSRGY $SPYSubscribe to our Saturday Newsletter: tboypod.com/newsletter Watch us on YouTube Submit Facts & Shoutouts Instagram, TikTok, LinkedIn (Nick) & LinkedIn (Jack)About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today's top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.0:00 - intro01:!3 - Wildfire Lookout Tower!04:05 - Zyn's tobacco off-ramp/on-ramp 08:43 - Nespresso's latte test drive14:08 - Your retirement fund's emergency ATM18:54 - Takeaways19:35 - OTHER NEWS!20:51 - Best Fact Yet22:09 - Shout OutsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The board that manages Ohio's teacher pensions has been split for years, and now the AG has launched an investigation.

Sloan discusses the shakeup at CPS and the State teachers Retirement Fund with Eve Bolton, discusses the pension fund with Dr. Robin Rayfield, and Todd Palmeter, C.E.O. of Great Parks, discusses proposed trail expansions.

Sloan discusses the shakeup at CPS and the State teachers Retirement Fund with Eve Bolton, discusses the pension fund with Dr. Robin Rayfield, and Todd Palmeter, C.E.O. of Great Parks, discusses proposed trail expansions.

Warren Ingram, personal finance expert and co-founder of Galileo Capital and Bruce Whitfield delve into the essential strategies for achieving genuine financial freedom. Warren explains why relying solely on your retirement fund or RA is not enough for securing your retirement goals; and he explores alternative avenues for building a robust financial futureSee omnystudio.com/listener for privacy information.

Taking extra time to contribute to your retirement fund before the tax deadline could come with unforeseen penalties — And that's interest gained. WWJ's Murray Feldman has more. 

We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more!   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

In this week's episode, Warren Ingram delves into the complexities of optimizing retirement funds within the South African context. He offers strategies for individuals aiming to maximize their retirement savings and achieve financial security. We also highlight the importance of utilizing the 27.5% taxable income contribution to gain significant tax rebates and strategically navigate the 350,000 ZAR ceiling, enhancing future financial stability.Themes/Topics:Retirement Fund Options: Unveiling the array of retirement savings vehicles tailored to South Africans.Investment Strategies: Learn how to balance risk and return for long-term growth.Tax Efficiency: Explore the power of utilizing tax benefits and navigating ceilings for enhanced financial stability.Long-Term Planning: Set achievable retirement goals and adapt your savings strategy accordingly.Behavioral Finance Insights: Overcome emotional decision-making and maintain discipline amidst market fluctuations.Don't miss out on Warren's invaluable insightsFor more valuable insights from the 10x team, click here.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

This week, I'm joined by Parker Pursell, the CEO of eQRP. If you're looking to invest outside of the stock market but you don't have the capital to get started, this is where eQRP can help you leverage your 401(k), 403(b), or even an IRA so you can invest the way you really want to and set yourself up for retirement.   eQRP gives you the opportunity to avoid taxes and diversify your portfolio outside of Wall Street, and Parker is explaining how an investment vehicle like this is perfect for physicians who want to prepare for retirement as soon as possible.   Get full show notes and more information here: https://wealthymommd.com/201

My first meeting with a financial advisor was an earthquake. I was stunned and discouraged at the consequences of my past/current choices. However, the numerical and clear goal provided comforting guidance for my future choices. Now, I view myself as a mental health "retirement" advisor. I can look at your past and current habits and see if it is giving you the best "return on investment" for you. This "end goal" perspective of your life can guide you in your mental health journey.  With this perspective, what would you change in your current habits or choices? #mentalhealth #wisdom #perspective #advice #journey #lifeFind this podcast in your favorite Podcast Platform**Disclaimer: This site's content is not intended to diagnose or treat any disorders but rather for informational, educational, and empowerment purposes. Please consult with your physician or mental health provider for specific medical and mental health needs. Our connection via social media platforms does not constitute a patient-physician relationship.**Dr. Kim's private practiceSpeakpipe to send Dr. Kim your questions

Good morning! On today's show, Matt Swaim and Anna Mitchell welcome John Knutsen from the Retirement Fund for Religious to share how you can support those who have given a lifetime of service to Christ and His Church. Other guests include Steve Ray on blessing and cursing in the Bible, and Kris McGregor with more thoughts from the Office of Readings. Plus news, weather, sports and a whole lot more...

Good morning! On today's show, Matt Swaim and Anna Mitchell welcome John Knutsen from the Retirement Fund for Religious to share how you can support those who have given a lifetime of service to Christ and His Church. Other guests include Steve Ray on blessing and cursing in the Bible, and Kris McGregor with more thoughts from the Office of Readings. Plus news, weather, sports and a whole lot more… ***** St. Francis of Assisi's Prayer for Enlightenment Almighty, eternal, just, and merciful God, grant us in our misery [the grace] to do for You alone what we know You want us to do, and always to desire what pleases You. Thus, inwardly cleansed, interiorly enlightened, and inflamed by the fire of the Holy Spirit, may we be able to follow in the footprints of Your beloved Son, our Lord Jesus Christ. And, by Your grace alone, may we make our way to You, Most High, Who live and rule in perfect Trinity and simple Unity, and are glorified God all-powerful forever and ever. Amen. ***** Dr. Jeffrey Morrow is online at ascensionpress.com. John Knutsen is online at retiredreligious.org. John Leyendecker is online at schooloffaith.com. Full list of guestsSee omnystudio.com/listener for privacy information.

For more than 100 years, the School Sisters of Notre Dame have been serving the people of Minnesota. Host Patrick Conley sat down with Sr. Stephanie Spandl to explore a little of the order's history along with where and how they're serving this local Church today.  The 2023 Retirement Fund for Religious annual appeal begins December 9 and runs through January 2024. To find out how you can support our local religious and consecrated men and women in their golden years, visit the Archdiocesan website. To learn more about the School Sisters of Notre Dame, visit the website for our local province. Like what you're hearing? Leave us a review, subscribe, and follow us on social media @practicingcatholicshow! Social media direct links: Instagram Facebook YouTube

Brian Menickella of Beacon Financial joins Dawn to expand on the deception of Retirement services, and the schemes to get your money in retirement years.  As co-founder and managing partner of The Beacon Group of Companies, Brian Menickella has over thirty five years in the financial services industry. His core competence is in Corporate Retirement Plans and Wealth Management. Brian is widely known in the retirement plan marketplace and is a contributor for Forbes Magazine. He has also appeared in publications such as The Wall Street Journal, US News & World Reports and Philadelphia Inquirer. He is also a multiple recipient of the "Five Star" wealth manager award as seen in Philadelphia Magazine. Along with his wealth management practice Brian also works closely with professional baseball and football players, helping them with money management. Tune in 10 AM - 12 PM EST weekdays on Talk Radio 1210 WPHT; or on the Audacy app!

Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you're not careful where the filling lands, you might cut them more than their fair share. Listen to Nate and Kyle discuss how to keep more 401k money for yourself on your journey to retirement.   ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE? To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go   GOT A QUESTION? Write to us at podcast@physicianfamily.com.   NOTICE Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.  

Unveiling today, we delve into the art of effective capital raising with Mat Sorenson, the esteemed CEO of Directed IRA and Directed Trust Company. With an impressive record of opening over 300 accounts and amassing a staggering $30 million in investments within a mere 90 days, Mat unravels the potency of a simple query: "Do you have funds in an IRA or 401k?"In this enlightening discourse, Mat illuminates the nuances of Solo 401k and diverse investment strategies, underlining that only self-employed individuals sans employees are eligible for a Solo 401k. He accentuates the critical role of third-party support for capital raisers and underscores the necessity of investor education.Transitioning, Mat guides us through the labyrinth of private capital raising, providing insights into the realms of 401k plans, IRAs, and self-directed accounts. Aimed at simplifying investing while ensuring compliance, he dispenses priceless advice on strategizing private capital raising for optimum efficiency.So, if you're intrigued by the prospect of harnessing the power of the $35 trillion retirement accounts, this episode is an indispensable listen. Tune in as we decipher the intricacies of investment for you, enhancing your understanding of the financial world and optimizing your investment strategy.Ready to reshape your financial future? Don't wait! Visit Mat's website, DirectedIRA.com, to dive deeper into self-directed retirement accounts. Whether you're a novice or seasoned investor, there's a wealth of knowledge waiting for you. Start exploring today and take the first step towards a more prosperous retirement.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Voiceover Actor, Singer, Actor and Author Rodney Saulsberry narrates this important podcast episode about how you can plan for a succesful future both financially and emotionally. Topics include finding your passion and monetizing it. Trusting your gut and trusting others who can help you reach your goals.

Everyone knows they should be saving money, but most people don't take it a step further and specify what that savings should be for. I've worked with clients who would save money consistently, but never had a strategy around that savings. There are certain things everyone should be saving for, but it's not always clear what those things should be. Don't get me wrong, saving money just to save money is better than the alternative – not saving money at all, but when you don't have a purpose for your savings, it can be easy to spend it on things you don't necessarily need. If you're unsure about what to save for, in this episode, I'm sharing 8 things everyone should be saving for over time. Here's a glance at this episode: [01:47] In this episode's City Girl Solutions question, I'm sharing what I think about Dave Ramsey and his teachings. [04:00] Believing that you are capable of achieving the things you want out of life is a huge part of actually achieving them. [08:45] Stop what you're doing and go contribute to a retirement plan – through your employer (if available) or through an IRA (if your employer doesn't have a plan). [13:09] A dream vacation is worth saving for. While other priorities may come first, don't rob yourself of an amazing travel experience. [17:00] One thing that we all should be working towards is a life free of debt. Subscribe, Rate, Review, & Follow on Apple Podcasts This helps me support more people — just like you — to make the best money moves as they make their way to their dream life. Resources mentioned in this episode: Listen to Episode 53 – My Personal and Business Goals for 2023 Listen to Episode 44 – Why You Need to Think About Retirement Now Betterment is a great way for beginners to start investing Listen to Episode 12 – An Introduction to Travel Hacking Get your question answered on the podcast! Ask your question here. Learn more about my 1-on-1 money coaching program. Struggling with your finances? Request a call with me (and get a budget)! Follow City Girl Savings on Instagram Follow City Girl Savings on TikTok Check out the City Girl Savings blog!

It is Thursday on The Rickey Smiley Morning Show Podcast. We are having a problem with our students. The math skills of American eighth graders have dropped the largest amount in fifty years according to the National Report Card. Test scores have been dropping since 2012 and the pandemic did not help any at all when it comes to the test scores for American children. Ike Turner Jr., the son of Tina and Ike Turner, was arrested in Texas. He was stopped for a traffic violation but the 64 year old man had crack and meth on him. Ike Turner Jr. tried to eat the drugs to hide the evidence. Scottie Pippen is required to give his ex-wife, Larsa Pippen, half of his Chicago Bulls retirement money. The courts are saying that she is entitled to that money since they were married in 1997. Courts are saying that the money is to come to Larsa Pippen in one lump sum. Previous rumors that Tyler Perry has finalized a deal to buy BET is not correct. It is said that Tyler Perry is still trying to finalize the deal but he is balking at the amount it is selling for, which is over $3 Billion. There is a decision looming by the Supreme Court that could end Affirmative Action when it comes to college admissions. The RSMS crew talked about how this could affect black and brown students. AND MUCH MORE!!!See omnystudio.com/listener for privacy information.

Do you have a retirement fund?Book a call with Greg's team here - https://horizontrust.com/ryanpineda/Are you living The Wealthy Way? Take my free quiz with the link below and get FREE access to my course the “Wealth Builder Academy” where I go over all the fundamentals of building wealth in all areas of life.https://www.wealthyway.com/______________________________________________________Here's how my businesses can help you:Want to be coached by me on real estate investing? Apply at http://www.wealthyinvestor.com/case-study/ytLooking to grow in your faith and business? Join the premiere community for Christian entrepreneurs and business people. Develop your leadership, discipleship, and your faith at https://wealthykingdom.com/Are you an entrepreneur who wants to build their personal brand on social media? Go to https://wealthycreator.ioWant to utilize a full service social media agency? At Pineda Media, we film, edit, post, and personally coach you to create top level content and build your personal brand. Apply now! https://www.pinedamedia.com/Want to partner with me to supercharge your business? Apply at https://www.pinedapartners.com/You can invest in my real estate deals! Go to https://pinedacapital.comNeed tax and accounting help? Contact my CPA Firm! https://TrueBooksCPA.com/______________________________________________________My other social media channels:Subscribe to my real estate only channel "Wealthy Investor" https://www.youtube.com/c/futureflipper1Follow me on Social Media: https://www.instagram.com/ryanpinedahttps://www.tiktok.com/@ryanpinedahttps://www.twitter.com/ryanpineda______________________________________________________Did you know you can use your retirement find to invest? Before you actually retire? Greg and Ryan discuss how you go about this process.

Katie wants to know what the point of a tax deferred investment is when she's going to be stinking rich when she's old (and wrinkly like a raisin).  You can send us your question, too! Do it here: speakpipe.com/erinskyekelly   _________________________ The NEW book, Naked Money Meetings, is out September 5! You can pre-purchase your copy now from your fave online bookstore.   If you plan to be debt-free in 2023, here's where to find Erin and Get The Hell Out Of The Debt: The online Get The Hell Out Of Debt course that started it all and has helped thousands is here: https://www.erinskyekelly.com/get-the-hell-out-of-debt-course The book, Get The Hell Out Of Debt, is available here (or from your favorite bookstore!): https://amzn.to/3Vdelum  Check this out for some free resources to get you started: www.financialtransformation.ca  If you have something nice to say (and want to be featured on the podcast!), record your message here: https://www.speakpipe.com/erinskyekelly  Follow Erin here: https://www.instagram.com/getthehelloutofdebt/  And her personal account here: https://www.instagram.com/erinskyekelly/  And the website for everything else: www.erinskyekelly.com    If any of the links provided here receive affiliate commissions, it goes to support sponsoring people into the Get the Hell Out of Debt online program who otherwise could not attend. You are changing lives!    

The latest episode of joining me now with hosts Rob Black and Chad Burton features a discussion on withdrawal strategies in retirement. Next, Rob and Chad discuss what yesterday's 60/40 portfolio has evolved to in the modern age of retirement planning. Don't miss the latest from Rob and Chad. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

 As we continue exploring the world's “super-allocators”, we're learning how different they are in approach and dispersed in investment decisions. In this episode we examine these questions through the prism of one of the largest US public pension plans, The New York State Common Retirement Fund, with over $250 billion in assets and more than one million members (as of 31/03/22). Anastasia explains her switch, after several years, from sell-side to buy-side, and from private to public. She discusses why the Fund is widely regarded as one of the nation's best-managed and best-funded pension plans, their objectives, restrictions and where and how they prefer active over passive. She describes the infrastructure component, real assets, PE and overseas investing as well as why emerging managers are considered an important element in their portfolio construction.  Finally, she acknowledges the limitations that come with managing such a large pool of capital in terms of mobility when compared to an endowment, but equally explains their reach, reputation and results. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.      

It takes courage to forge your own way and take risks. That's exactly what our newest

There's a misconception among young people that there's no need to do any form of estate planning. As tough as it is to think about our untimely passing or incapacitation, we have to deal with those thoughts and get a plan in place. In this episode, I'm talking with Crista Hermance, attorney and founder of the Estate Planning Mom about what estate planning actually means and how millennials can take action today. Here's a glance at this episode: [04:56] What is an estate? Crista breaks down the basics of estate planning. [16:50] Got bank accounts and retirement plans? Discover how to bypass the lengthy probate process. [41:40] Have assets in multiple states? Crista explains how to protect all of your assets. Subscribe, Rate, Review, & Follow on Apple Podcasts This helps me support more people — just like you — to make the best money moves as they make their way to their dream life. Resources mentioned in this episode: Learn more about Crista Hermance Follow Crista on Instagram Listen to the Planning Parent podcast Download the Free Money Moves Packet

3 helpful tips about what to do when experiencing lossesThe importance of being a resilient real estate investorWhy you should seek advice from the right peopleHow negative experiences can affect you positivelyA reason why you need to start attending real estate conferences The Life & Money Show Spotlight:Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now? Life & Money in the World: What's the one thing you're doing right now to make the world a better place? ABOUT JASON KLEIMANJason is the Director of Investor Relations of Goodegg Investments. He leads capital raising and investor relations with more than 20 years of experience in the investment community. Jason is the managing partner of HealthCo Ventures. He led corporate service companies in the past and was a previous real estate broker.  CONNECT WITH JASONWebsite: Goodegg Investments CONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--Thanks for listening, and until next time, keep investing for good!

Your financial besties are back to answer your juicy finance questions.First, a listener wants to know if she should take money out of her retirement fund to start a food truck business. Mandi and Tiffany give their expert advice on why they think this is a horrible idea.Then, listener Ken writes in to say he's drowning in debt and needs advice on how to pay off debt and boost his credit score. As usual, the ladies do not disappoint with their answer!We want to hear from you! Drop us a note at brownambitionpodcast@gmail.com or hit us up on Instagram @brownambitionpodcast. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee omnystudio.com/listener for privacy information.

Your financial besties are back to answer your juicy finance questions. First, a listener wants to know if she should take money out of her retirement fund to start a food truck business. Mandi and Tiffany give their expert advice on why they think this is a horrible idea. Then, listener Ken writes in to say he's drowning in debt and needs advice on how to pay off debt and boost his credit score. As usual, the ladies do not disappoint with their answer! We want to hear from you! Drop us a note at brownambitionpodcast@gmail.com or hit us up on Instagram @brownambitionpodcast. Learn more about your ad choices. Visit podcastchoices.com/adchoices