Podcasts about retirement issues

Jimmy Butler and The Heat along w/ Pat Riley's relationship is on the rocks but will they make nice one day and retire his #22 in the rafters.

Hello Listeners!  We have a great Research Insights Podcast Classic to bring to you today. October is National Retirement Security Month, and we dug through our archives for a retirement-focused podcast and found “Aging and Retirement Issues for People of Different Races and Ethnicities – Essay Collection.” Enjoy this Research Insights Podcast Classic! Essay Landing Page:  https://www.soa.org/resources/research-reports/2021/aging-retirement-different-races/   Send us your feedback at ResearchInsights@soa.org 

Roger and Elias discuss how people's spending habits are changing, financial planning tips for people who think they will never retire, how to deal with market volatility, and how technology is changing the way we age and the way we should be looking at longevity.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set fort may not develop as predicted and there can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  All investing involves risk including possible loss of principal. Data Sources: Consumer Price Index Standard & Poor's Harvard Study of Adult Development Nationwide Hartford Funds #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement

Medicare is going up again in 2024, and Alan and Troy discuss how to control how you take your income before they affect your taxes, which could relate to Medicare premiums. They also revisit the subject of making marginal retirement gains on a consistent basis to mitigate market volatility.

05-20-23See omnystudio.com/listener for privacy information.

04-29-23See omnystudio.com/listener for privacy information.

Are you wondering what you can do now at the beginning of this year to prevent you from scrambling at the end of it? Whether you're in the retirement or accumulation phase of your life, it is important that you have goals for the new year. Writing down your goals increases your chances of achieving them. In this episode of the Secure Your Retirement podcast, we talk about your 2022 financial goals to help you maintain an active retirement plan. We cover why topics on cash flow, emergency funds, taxes, and debt should be considered as part of your 2022 issues to look into. In this episode, find out: ●     Take a moment and write down the top 3-5 goals you have this year. ●     Consider how your goals will affect others even as you think of how they'll affect you. ●     Set attainable short-term goals not to overwhelm yourself. ●     Documenting your goals makes it easier to hold yourself accountable and accomplish them. ●     The things to think about to get your cash in order when you're in the accumulation phase. ●     The strategies to consider with your RMDs and QCDs as a way of managing your cash flow. ●     Reevaluate your emergency fund when it overgrows and invest in an earning account. ●     Review your risk tolerance and understand that you can become more or less risky at any moment. ●     Take advantage of the current low tax environment and look into mortgage refinancing. ●     Come up with a plan to attack any debt you have unless it's a mortgage. ●     Plan and be ready to file your taxes in April on the normal tax date. ●     Review your estate plan and ensure you have a power of attorney and healthcare power of attorney in place. Tweetable Quotes: ●     “Really understand what your risk tolerance is and realize that it can change, you can become riskier and you can become less risky.”- Radon Stancil ●     “You never want to miss an RMD; there's a significant penalty for missing an RMD, so if you're above age 72, think about your RMD.”- Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit https://pomwealth.net/3-keys-to-secure-your-retirementlp/ (POMWealth.net/podcast.)

Listen to Steve Siegel, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary discuss the Aging and Retirement Issues for People of Different Races and Ethnicities – Essay Collection  with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. The Society of Actuaries' Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA)  released this collection of essays in response to a call for essays aimed to explore how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences. We welcome your questions or comments at researchinsights@soa.org.

David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues. Co-chair of the firm's employer focus practice, David advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters. Today he joins the show to discuss how the election results and control of Congress by the Democrats may impact the retirement industry and some of the key elements of the Secure Act 2.0 that was introduced in October with strong bipartisan support. Listen in to hear what's happening in the space of MEPs and PEPs. David will also shed light on the litigation environment that has been coming to the forefront lately and the future showdown brewing between advisors and recordkeepers for the future of financial wellness. 

This week’s podcast features a chat with Steve Webb and Dan Mikulskis from Lane, Clark & Peacock about some of the big issues facing people in retirement today. They talk about changes to the way pensions are accessed, making sure your pension pot isn’t depleted too quickly, and finding decent sources of income. Elsewhere on this week’s show, Dan weighs up the impact of some big news over the past fortnight that has impacted stocks and shares around the world. He examines the impact on the market of the Brexit trade deal, why new lockdown restrictions haven’t troubled investors, and why changes to the US political backdrop have had a sudden impact on tech stocks and bond yields. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Chris sits down with special guest, Kevin Lyles, to discuss some important non-financial retirement issues. The post Non-Financial Retirement Issues: EDU #2050 appeared first on The Retirement and IRA Show.

#32 Pensions:  Do you take the Pension Income or Lump-Sum? Also, We'll discuss the 4 Unforeseen Retirement Issues that can derail your Retirement Plans. Hit subscribe on your favorite channel to join our personal finance unfiltered family so you can receive notifications on future episodes. www.personalfinanceunfiltered.com

Your success or failure in retirement … will be determined by one thing. And that one thing … is timing. On this episode, learn how to navigate the timing of critical issues that could make or break your retirement.

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we're going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we're going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

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Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we're going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we're going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we're going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we're going to talk about 5 Retirement Issues couples need to talk about,

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

On this edition of the Wealth Guardians Radio show, Doug discusses how the presidential candidates view retirement issues. The Wealth Guardians Radio show is hosted by Doug Ray and broadcasts live each Saturday morning at 9:30 on Greensboro, NC’s 94.5 WPTI FM. Listen live or online at 945wpti.iheart.com/

The ONS is going to release its GDP growth figures next week with the expectation of positivity amid the uncertainty surrounding Brexit and the country's future trading relations.To discuss this in this week's Personal Finance Show, the team is joined by Merchants Trust (MRCH) manager Simon Gergel, who also reflects on how recent outflows from the UK market have left value opportunities in income major stocks.Emma Agyemang provides an update on changes at Fidelity, following the announcement that Ian Spreadbury, Strategic Bond (GB00B469J896) and MoneyBuilder Income (GB00B3Z9PT62) fund manager, is going to retire at the end of the year.This is also a segway into a chat about retirement and the big mistakes people always make and how to avoid them. See acast.com/privacy for privacy and opt-out information.

With Guest: Tenney Lantz

Today our guest is Chris Cooper.  Chris is a passionate advocate for people trying to meet the often crushing costs of medical care. He found his passion early on, while working in nursing homes and hospitals. After completing paramedic training and obtaining a nursing degree, he pursued his interest in how people could finance health care, primarily acute care. He realized that chronic long-term care leads to financial devastation for many people, especially retirees. Chris is a professional fiduciary licensed with the state of California. As a professional fiduciary, Chris works with seniors, disabled individuals and others who can’t manage their affairs on their own. He assists them with everything from day-to-day financial issues to investment and estate management. Chris is also the founder of Eldercare Advocates, which provides geriatric care management and long-term-care consulting. Chris holds a Masters of Science in financial services with specialization in estate planning and a graduate certificate in Gerontology. He is a CERTIFIED FINANCIAL PLANNER™ certificant and is enrolled to practice in audit and administrative proceedings before the Internal Revenue Service and state and local taxing authorities. Chris is a member of the National Association of Personal Financial Advisors, and an associate member of the California Society of CPA’s, the Los Angeles County Bar Association, and the San Diego County Bar Association. Chris has been a regular guest on CNBC, and is regularly quoted in newspapers and magazines nationwide.

Topics include:Janet YerllenMarket highsInvesting in waterWarren Buffet & moreSee omnystudio.com/listener for privacy information.

Topics include:Janet YerllenMarket highsInvesting in waterWarren Buffet & more

Overcoming all kinds of shocks, the S&P 500 has posted a gain of nearly 325 percent since March 2009. Today's Stocks & Topics: Buying IPOs, Beware of Conventional Wisdom, Retailers, Retirement Issues, LAND - Gladstone Land Corp., Internal Rate of Return – IRR, CLF - Cleveland-Cliffs Inc., Banks Performance, XLF - Financial Select Sector SPDR ETF, FB - Facebook Inc. Cl A, NDVAX - MFS New Discovery Value Fund A.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations