Podcasts about retirement lifestyle

What if you could test-drive retirement before diving in? In this episode of Retirement Planning Simplified, Joe sits down with Jillian Johnsrud, financial independence expert and author of Retire Often, to explore how mini retirements can help you design a meaningful, purpose-driven life before and during retirement. From saving aggressively in her 20s to taking over a dozen mini-retirements by age 42, Jillian shares her journey and practical tools to help you: ✅ Live intentionally ✅ Manage time in retirement ✅ Balance financial security with everyday joy Whether you're approaching retirement or coaching the next generation, this episode is packed with insights on building a life aligned with your values. Check out the show notes for EP 143 HERE

What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American College of Financial Services tells us what his research shows. He also shares his insights on the four percent rule for retirement withdrawals and whether there is anything we can do to stave off the effects of aging on our cognitive abilities. That's today on Your Money, Your Wealth podcast number 523 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joe and Big Al do some retirement spitballing: can Jon in Pennsylvania retire early at age 56, and would it be better for him to take his pension monthly or as a lump sum? Steve and his wife in Colorado are 48 and 54 and have $3 million saved. When can they retire? Eager Eagle and his wife in Washington state have $2 million saved at ages 61 and 63. Can they retire next year? Free financial resources & episode transcript: https://bit.ly/ymyw-523 DOWNLOAD The Retirement Lifestyles Guide  DOWNLOAD The Social Security Handbook WATCH: Social Security Basics You Need to Know: Common Social Security Questions Answered on YMYW TV  WATCH/LISTEN: What's Your Retirement Income Style?  ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter

Eric Kearney and Joseph Lanza discuss the multifaceted aspects of retirement, emphasizing the freedom it brings alongside the challenges of financial planning and identity shifts. They explore the importance of creating a sustainable income in retirement, the psychological adjustments required when transitioning from a working life, and the strategies for de-risking investment portfolios. Additionally, they delve into the nuances of Roth conversions as a strategic tax planning tool, highlighting the need for careful consideration and planning to maximize retirement savings. The conversation also touches on personal anecdotes and lessons learned from a Navy SEAL's inspiring story, reinforcing the idea that retirement should be an exciting phase of life. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

On this week's episode: Do you have “one more year” syndrome? Everything you need to know about Required Minimum Distributions An IRA-to-Roth Conversion may help you save big in retirement taxes. Like this episode? Hit that Follow button and never miss an episode!

If someone lives to live to age 90, which is now true for over half of Canadians, and they retire at 60, that's a 30 year, post-work life. At age 60, they have half their life more to live. So, what's next for them? How will they find purpose and meaning across 30 more years? And who is there to help them design their lifestyle?   ⁠Mike Drak⁠ is a Retirement Lifestyle Designer. After a 30+ year career in financial services, Mike retired. He quickly realized he needed to figure out what to do in his post-work life. Which he set out to do. Now, he's author of three books: Victory Lap Retirement, Retirement Heaven and Hell and Longevity lifestyle by design.  He's a public speaker and workshop leader on the topic of non-financial aspects of retirement. And he's currently training for IRONMAN competition.

If someone lives to live to age 90, which is now true for over half of Canadians, and they retire at 60, that's a 30 year, post-work life. At age 60, they have half their life more to live. So, what's next for them? How will they find purpose and meaning across 30 more years? And who is there to help them design their lifestyle?    Mike Drak is a Retirement Lifestyle Designer. After a 30+ year career in financial services, Mike retired. He quickly realized he needed to figure out what to do in his post-work life. Which he set out to do. Now, he's author of three books: Victory Lap Retirement, Retirement Heaven and Hell and Longevity lifestyle by design.  He's a public speaker and workshop leader on the topic of non-financial aspects of retirement. And he's currently training for IRONMAN competition.

Navigating retirement finances can be tricky, especially when using home equity. Today, I will break down the pros and cons of reverse mortgages. It could give a great boost to your lifestyle, but the hidden costs and compounding interest might make them riskier than they seem. My parents recently went through researching this process, and I’ll share key insights, including eligibility and how the different options compare. If you or someone you know is considering tapping into home equity for their retirement years, this episode is a must-listen! Let’s go inside. Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Using Home Equity to Fund Lifestyle in Retirement [01:49] Understanding Reverse Mortgages [02:55] Costs and Repayment of Reverse Mortgages [06:15] Home Equity Access Scheme [08:16] Comparing Reverse Mortgages and Home Equity Access Scheme [09:34] Considerations and Drawbacks [13:13] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

On this week's show: Interest rates, the politics, the Fed, and the markets. What happened in 2024 and where are we going in 2025? The boulder people forget about in retirement planning. A million dollars should be enough in retirement savings…isn’t it? Want to do-it-yourself? Here are the Top 5 things people miss. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this episode, Dr. Preston Cherry dispels common myths about retirement age and encourages proactive emotional and financial preparation to ensure that retirement is approached with confidence and clarity.He emphasizes the significance of redefining retirement not just as an end but as a transition into a phase of freedom and opportunity.Key Points:• Redefine Retirement• Know Your Freedom Number• Implement a Spending Plan• Emotional Intelligence Preparation• Prioritize HealthWant to learn more? Connect with us below!Pre-Order Dr. Cherry's book 'Wealth In The Key of Life: https://www.amazon.com/Wealth-Key-Life-Finding-Financial/dp/1394268661Sign up for 'Make Your Finances Flourish' Live Workshop! https://concurrentfp.mykajabi.com/transformyourfinancesGet a Free Finances Guide and Check Out Financial Planning Services https://www.concurrentfp.com/Receive Our Free Personal Finance Newsletter https://concurrentfp.mykajabi.com/life-money-balance-personal-finance-newsletterDr. Preston D. Cherry: https://www.concurrentfp.com/dr-preston-cherry/What we share here is for educational purposes only, not personal financial advice. Feel free to join in the discussion! See our disclosures for more information: https://www.concurrentfp.com/disclosures/

Many people have a year, an age, or even a date when they want to retire. Something interesting happens as soon as they set that date. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

What will you leave behind when your story ends? For women in or nearing retirement, there's no greater gift than the wisdom, lessons, and experiences you've gathered over a lifetime. Yet too often, these treasures go undocumented, leaving loved ones—and the world—without the full impact of your life's journey. In this thought-provoking episode, legacy advocate and tech expert Terry Loving shares how you can take charge of your narrative and create a meaningful legacy that echoes for generations. Whether it's through a memoir, a book, or a digital project, Terry's mission is to empower women to preserve their stories before it's too late. You'll discover how “living a life that outlives you” can shape how you approach your next chapter and why it's essential to document your knowledge now—not someday. Terry introduces practical strategies to overcome the overwhelm and procrastination that hold so many back, combining the timeless concept of Ikigai (your purpose) with the transformative power of AI tools to make the process not only accessible but deeply rewarding. If you've ever felt the pull to create something that matters, don't wait. This conversation is your call to action. Start now to ensure your legacy isn't lost but cherished and shared. Plus, hear about Terry's January workshop, Designing Your Legacy with Ikigai and AI, where you can take the first step toward bringing your vision to life.    Guest BIO: Terry Loving A techie at heart, Terry was online early as a middle school science teacher developing curriculum and teaching at the first online public school in the nation. Terry then started her internet business out as LOVING VISIONS creating websites (html and then focused on WordPress) for local businesses in the late 1990's in the early days of online businesses. (She calls herself an internet dinosaur.) Because a website needs to be maintained securely and is only a fancy brochure if not discovered by the search engines, her business soon evolved into LOVING MARKETING covering all aspects of relationship building through social media and email marketing. Today her passion is to help individuals produce their legacy projects in a lasting digital format so that their body of work outlives them. She also operates an agency of WordPress website services that focus on managing your WordPress site and keep it secure.   Guest Website: Visit Terry's website for details and resources: lovingvisions.com/Special

On this week's show: Dave Ramsey gets into it with a caller who disagrees with his investment philosophy. If you have a pension, how do you determine whether to trust the company or take the lump sum? Five things that you should do five years before you retire. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The FIRE movement has existed for a few years. This way of living especially attracts people in their 30s or less. However, it is only made for some, so let's explore FIRE, Fat FIRE, FIWOOT, and Lifestyle Design. Which one appeals to you the most? Save your Spot for the Upcoming Free Webinar. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Text us your financial questions!Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Read the Article: https://www.henssler.com/is-your-retirement-plan-on-track-how-to-know-in-your-40s-and-50s   

Text us your financial questions!Henssler Money Talks — October 19, 2024Season 38, Episode 42This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week's market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Molly break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Piggybacking off the case study conversation, the experts address a listener's question on how to figure out what his withdrawal rate should be from his portfolio in retirement.Timestamps and Chapters00:00: Market Roundup: Oct. 14 – Oct. 18, 202423:29: Case Study:  Test Driving a Retirement Plan 35:33: Q&A Time: Retirement Portfolio Withdrawal RatesFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys to a Successful Retirement, who has been retired for six years. Fritz discusses his journey to retirement, emphasizing the importance of physical fitness, financial planning, and finding purpose post-retirement. He shares insights on maintaining a healthy lifestyle through activities like trail running and strength training, while managing finances with strategies like the bucket approach and delaying Social Security. Fritz highlights how the transition to retirement requires more than just financial preparation—it also demands planning for purpose and fulfillment. He encourages retirees to focus on what brings them joy, embrace curiosity, and live intentionally, fostering both personal and community connections for a rewarding retirement experience.

Gregg Rockett visits the Fly Fishing Consultant studios to share anecdotes from his past careers in hospitality and his rewarding life of fishing in retirement. Gregg learned the art of fly fishing across the pond. His fly fishing has led to a special fondness for blue lining and brook trout. Although he has extensively studied Virginia brook trout, he's struggled to find similar literature on brook trout from New Jersey. In this episode, Gregg takes us on a tour of his fly fishing adventures, including fishing in English lochs and recent trips for a galivant in New Jersey.  Gregg has two blogs, "The Trout Bandit" and "The Rockettman." Don't miss Gregg's fly fishing escapades on Instagram.  Episode Note: Rob's mic was not set up for two people, which means Gregg's volume is a bit lower than usual. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar: Invest with conviction: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income

This week's interview on RLA Radio features Karl Denninger. RLA host Dennis Tubbergen gets Denninger's comments on the economy, medical system, and politics. They also discussed the current state of the economy and the stock market. Denninger compared the market’s refusal to decline despite bearish economic indicators to Pavlov’s dog experiment, suggesting that the market…

Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Our interview on RLA Radio this week features Alasdair Macleod, head of research at Goldmoney. Your host, Dennis Tubbergen discusses with MacLeod the state of the US economy and the future of the dollar. Macleod argued that the real economy in the US is contracting when government spending is taken into account. He also suggested…

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today - Retirement can be the beginning of a wonderful new life! But it can also present serious challenges after a lifetime of working, including depression. Clark talks about avoiding this pitfall, and making the most of your golden years.  Clark Stinks: Segments 1 & 2 Joy In Retirement: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Costco vs. Sam's Club: What Is the Difference? Overdraft Protection: What Is It? Do You Really Need It? 5 Tips To Protect Your Digital Privacy How age-friendly universities can improve the second half of life — The Conversation Why Retirees Are Going Back to College What the Heck is a Core Pursuit? Five Things I Wish I'd Known Before I Retired The Center for Auto Safety: Learn the latest news in auto safety. Virtual Credit Cards: An Online Security Measure Worth Taking? Thank you for listening today, Clarkies! If you want to be part of our “Clarkie” segment, call 404-981-2071 to leave a comment or story. We may play it during a future episode! Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on RLA Radio, your host, Dennis Tubbergen, talks with Jeffrey Tucker, founder of The Brownstone Institute, about the history of government control over money and the potential for digital currencies. Tucker explained that historically, markets have been capable of producing their own money, but governments have consistently sought to maintain a monopoly over…

This week, RLA Radio features an interview with investor and author Jim Rogers, where he talks with your host, Dennis Tubbergen, about his views on the global economy, suggesting that the current economic boom, fueled by massive borrowing and government spending worldwide, will not last forever. He expressed concern about the staggering amount of debt…

Karl Denninger joins your host Dennis Tubbergen on this week's Retirement Lifestyle Advocates radio show. Denninger expressed skepticism about the recent healthy jobs report, noting that many of the jobs added were in healthcare and government, sectors that add cost to living but not necessarily betterment. He also pointed out that employment in sectors that…

In this episode of "Rock Your Retirement," host Kathe Kline is joined by Barbara as they delve into a deeply personal and poignant discussion surrounding Barbara's recent breast cancer diagnosis. This heartfelt conversation touches upon the emotional upheaval and complexities of navigating medical procedures, support, and the fear of recurrence. The episode also explores the impact of the diagnosis on Barbara's family dynamic and provides valuable insights on navigating the challenges of a cancer diagnosis. Join us as we explore the importance of early detection, coping strategies, and the significance of seeking support during challenging times.

Our guest this week on Retirement Lifestyle Advocates radio Dr. Charles Nenner, an analyst who uses cycles to analyze markets, predicts a major depression worse than the 1930s is coming. Your host, Dennis Tubbergen, talks with Dr. Nenner about what else his computer-based neural network analysis of various cycles predicts for the markets. Nenner also…

In this week's Retirement Lifestyle Advocates radio show, host Dennis Tubbergen interviews Kerry Lutz, founder of the Financial Survival Network, who discusses the current economic climate and investment strategies. Lutz suggested that inflation is likely to continue to rise and that investing in assets that generate cash flow, such as residential real estate, is a…

This week's interview with your host, Dennis Tubbergen, on RLA Radio, features Simon Popple, a gold investment expert, discussing his views on the current state of the banking sector, commodities, and the real estate market. Popple believes that banks have been able to rely on central banks to print money, but this may not be…

On this week's episode of Retirement Lifestyle Advocates Radio with your host Dennis Tubbergen, economist Harry Dent predicts a significant economic downturn in the US, with the government adding a trillion dollars in debt every 100 days. He believes that the US has been avoiding a second Great Depression since 2008 by printing money and…

Kathe Kline invites special guests Barbara Mock and Marni Jameson to unwrap the art of living simply and meaningfully as we progress through the various stages of retirement. Marni's newest book, Rightsize Today, is a must read for anyone considering changing homes, changing locations, or rethinking how to live in their current home.

In this week's interview with Dennis Tubbergen on RLA Radio, Brien Lundin, editor of Gold Newsletter and host of the New Orleans Investment Conference, discussed the current state of the global economy. Lundin believes that 2024 could be a significant year for gold and silver due to increasing debt levels and the de-dollarization movement led…

In an interview with Kerry Lutz, financial expert Dennis Tubbergen discussed the current state of the economy. Tubbergen believes that the economy is artificially inflated due to government spending and that without this spending, the US would be in a severe recession. He also suggested that the current economic situation is akin to a Ponzi…

Retirement Lifestyle Advocates radio host Dennis Tubbergen speaks with Michael Pento, founder and president of Pento Portfolio Strategies, this week about the current state of the stock market and the potential implications of insider selling. Pento highlights the high ratio of insider selling to insider buying, suggesting that insiders may know something that the mainstream…

This week host of Retirement Lifestyle Advocates radio, Dennis Tubbergen, talks with Dr. A. Gary Shilling, publisher of the Insight newsletter, about the state of the US economy and the possibility of a recession. Dr. Shilling points out several recessionary indicators, such as declining consumer intentions to buy houses and cars, declining consumer confidence, and…

Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

This week on Retirement Lifestyle Advocates Radio, your host, Dennis Tubbergen, talks and discusses the current state of the Federal Reserve and the potential for rate cuts in 2024 with guest Mark Jeftovic. He believes that the Fed and other central banks have started a slow-motion pivot, pretending to be hawkish while being unable to…

Your host, Dennis Tubbergen, speaks with John Rubino on this episode of Retirement Lifestyle Advocates radio about the state of the US economy and the potential for a financial crisis. Rubino discusses the emergence of what he calls “The Everything Bubble” and how it is causing inflation and threatening the financial system. He also highlights…

Karl Denninger, a writer and analyst, joins your host, Dennis Tubbergen, this week on Retirement Lifestyle Advocates radio to discuss the current state of the stock market and the potential for a recession. He questions the belief that the Federal Reserve will cut interest rates, pointing out that there is no official statement from the…

Murray Gunn, the head of global research at Elliott Wave International, joins your host, Dennis Tubbergen, today on Retirement Lifestyle Advocates radio. Mr. Gunn explains the concept of Elliott wave analysis, which is a model of the economy that identifies repeatable patterns in market behavior. He discusses how these patterns can be used to forecast…

Michael Oliver, the founder of Momentum Structural Analysis, joins your host, Dennis Tubbergen, for this episode of Retirement Lifestyle Advocates to discuss his unique approach to analyzing markets and his predictions for the future. Oliver believes that 2024 and 2025 will be years of massive price and market movements that will benefit and hurt people…

In this Retirement Lifestyle Advocates radio episode, your host, Dennis Tubbergen, speaks with Selwyn Duke, a journalist and commentator, about the attacks on Western civilization. Duke argues that Western civilization is under attack from the left and that the West should be proud of its achievements and should mount an offensive in defense of Western…

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Your host, Dennis Tubbergen, speaks with Dr. Bob McHugh, a technical analyst, about his concerns regarding the current state of the economy and markets. McHugh highlights five fundamental economic points that suggest a potential economic recession and stock market crash. These points include the historical pattern of recessions and stock market crashes following the end…

This week's edition of Retirement Lifestyle Advocates radio features an interview with Alasdair McLeod, the head of research at GoldMoney. Your host, Dennis Tubbergen, talks with McLeod about the potential impact of the BRICS Coalition on the US dollar as an international reserve currency. McLeod suggests that the US is already fighting back against the…

This week on Retirement Lifestyle Advocates radio, your host, Dennis Tubbergen, speaks with Jeffrey Tucker about the state of the US economy and the health of liberty in the US. Tucker expresses concern about growing US government debt and the potential for inflation. He also discusses the manipulation of economic data and the need for…

The yield curve has been inverted for over a year, which is unusual and suggests a recession is likely on the horizon. Our guest this week, Karl Denninger, discusses with your host, Dennis Tubbergen, the inverted yield curve and its implications for the economy, along with other economic indicators, such as retail sales and housing…

(Replay) Inflation went from “transient” to, “it’s good for you” to, “we’ve got to do something before we have a revolution on our hands”. But (the Fed) they’re kind of trapped now because they can’t keep raising (interest rates) because we’re seeing what’s happening to the debt and the bond markets. They can’t raise and…