Podcasts about retirement planner

Retire on Dividends: Is It Really Possible?**Schedule your free virtual consultation

How Long Will $1 Million Last in Retirement?**Schedule your free virtual consultation

We were shocked when we found out that AOL was still around. We are even more surprised to find out that some financial advisors are still using these outdated ideas. 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.

On this episode: An old financial practice is making a comeback. What are the benefits of converting IRA money to Roth? Retirees aren't buying into financial "rules of thumb" anymore. Like this episode? Hit that Follow button and never miss an episode!

Retire at 55 with these 2 Retirement StrategiesRetire at 55 with these 2 Retirement Strategies**Schedule your free virtual consultation

On this episode: Warren Buffett is pulling back from the stock market. Should you? We all need a place for our stuff. Is all your financial stuff in the right place? Are you ready to retire? First ask yourself THIS. Like this episode? Hit that Follow button and never miss an episode!

How Can I Retire with 100k Saved For Retirement?**Schedule your free virtual consultation

61 with $375K Saved: When Can They Retire?**Schedule your free virtual consultation

**Schedule your free virtual consultation

Retiring at 60: The Hidden Cost of Inflation**Schedule your free virtual consultation

Can I Retire at 55 with $2 Million? Let's Find Out…**Schedule your free virtual consultation

How Much Income Will $500K Actually Give You in Retirement?**Schedule your free virtual consultation

Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)**Schedule your free virtual consultation

Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **You've saved $2.8 million and you're ready to retire at 59—but how much can you actually spend each year in retirement without running out of money? And can you still take advantage of Roth conversions to reduce taxes over time?❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

When it comes to retirement planning, two deceptively simple questions can reveal everything: Am I going to be okay? What rate of return do I actually need? In this episode, Nick and Jake unpack what those questions really mean and why getting clear answers can make or break your retirement. From defining what “okay” looks like (hint: it's not just a dollar amount) to calculating how hard your money needs to work without taking unnecessary risk, they illustrate how a solid retirement plan is more like tubing behind a boat than picking the hottest stock. You don't want to go so slow that inflation sinks you, or so fast that you wipe out. Join us to get more clarity, balance, and confidence in the next phase of life. Here's what we discuss in this episode:

$900K Retirement Plan at 60: Stock Market Analysis**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **Wondering if $900K is enough to retire comfortably at 60? In this retirement video, we dive deep into stock market analysis and retirement strategies tailored for those nearing retirement with a $900K retirement nest egg. We'll explore key retirement investment opportunities, stock market trends, and potential risks to help you make the most of your retirement portfolio and maximize your retirement income. Whether you're already retired or planning your exit from the workforce, this retirement analysis will give you the confidence and insights you need to plan your future.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Can I Retire at 55 with $1,000,000: Is it ENOUGH?!?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **Thinking of retiring at 55 with $1 million in retirement savings? In this retirement video, we break down whether that retirement nest egg can support your early retirement plans. We'll cover everything from retirement withdrawal rates and Social Security to lifestyle factors and retirement healthcare costs. Watch now to see if $1 million saved for retirement is enough for your retirement dreams!❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Turning 65 and thinking about retirement? One of the biggest retirement expenses you'll face is healthcare—and Medicare doesn't cover everything. In this retirement video, we break down what you need to know about healthcare planning at retirement, including Medicare basics, out-of-pocket costs, and smart strategies to protect your retirement savings.**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

This $400K Roth Strategy at 55 Might Change Your Retirement**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **If you're 55 years old with around $400,000 saved for retirement, a Roth IRA conversion could be a game-changer for your retirement future. In this retirement video, we break down a smart, tax-efficient Roth conversion retirement strategy specifically designed for pre-retirees in their mid-50s. Learn how to potentially reduce your future retirement tax burden, increase tax-free retirement income in retirement, and avoid costly retirement mistakes.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

How Much Do You Need To Invest To Retire Early?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **How much do you need to invest to retire early? In this retirement video, we break down the exact retirement numbers and retirement strategy you need to achieve early retirement—whether that means retiring at 60, 55, or even 50.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Think you must have $1 million to retire? Think again.In this retirement video, I break down why $1M isn't a magic number — and how you can create a successful retirement plan with much less.**Free Retirement Download: The Checklist to Retirement:**

Can you retire at 60 with $450,000 if Social Security goes bankrupt? In this retirement video, we break down what your retirement could look like without relying on Social Security benefits. I'll walk you through real-world numbers, retirement income planning strategies, and what steps you can take right now to prepare — even if you're behind.**Free Retirement Download: The Checklist to Retirement:**

56 With 130k Saved For Retirement: When Can I Retire?!?Are you 56 years old with around $130,000 saved for retirement and wondering when you can realistically retire? In this retirement video, we break down what your retirement could look like based on your current retirement savings, retirement income needs, Social Security benefits, and more.**Free Retirement Download: The Checklist to Retirement:**

What do you want to know about your money right now? We look at an article that boils it down to 4 questions. 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.

If you have little to nothing saved for retirement, don't panic—you're not alone, and it's not too late to take action! In this retirement video, we'll break down practical retirement steps to start building your retirement savings, even if you're starting from scratch in your 50s.

Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Mark's advisory company website - Dunes Financialhttps://www.kitces.com/Wade Pfau - Retirement Planning Guidebook: https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009XRetirement & IRA Show: https://podcasts.apple.com/us/podcast/the-retirement-and-ira-show/id656868743All-In Podcast: https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393The Drive Podcast: https://podcasts.apple.com/us/podcast/the-peter-attia-drive/id1400828889The Retirement Nerds: https://www.youtube.com/@TheretirementnerdsCar Dealership Guy: https://x.com/GuyDealershipColin Stroud: https://www.linkedin.com/in/gosomewhere/His points service website: https://www.gosomewhere.world/Ramit Sethi MoneyDials: https://www.iwillteachyoutoberich.com/money-dials/To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-planning-guide

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-planning-guide

Are you 60 years old with a low income and wondering, "Can I still retire?" In this retirement video, we explore practical retirement strategies to help you retire on a limited budget and make the most of your retirement savings.

Thinking about retiring at 62 with just $100,000 saved for retirement?

Can I Retire at 60 with $200,000 (Is it possible)?!?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Visit our Store for Retirement Resources: https://www.amazon.com/shop/drewblackstoncrc **Are you wondering if you can retire at 60 with $200,000? In this retirement video, we break down whether that amount is enough to sustain your retirement, covering key factors like social security, retirement investment returns, expenses, and budgeting.

Want to retire early at 55 with $1,000,000 in Retirement savings? In this Retirement video, we break down the step-by-step Retirement strategy to achieve financial independence, grow your retirement savings, and live comfortably without worrying about money.**Free Retirement Download: The Checklist to Retirement:**

Thinking about early retirement? This retirement video dives into the big question: "Can I retire at 57 with $800k, and where will my retirement income come from?!" We explore the feasibility of retiring before 60 with $800,000 saved, breaking down key factors like safe retirement withdrawal rates, retirement investment strategies, and potential retirement income sources. **Free Retirement Download: The Checklist to Retirement:**

Andy chats with fellow retirement planner Liz Yoder, CFP®, ChSNC® from Dependent Financial Planning. In this episode they talk about a wide array of retirement planning topics with a particular emphasis on special needs planning and the unique considerations and areas to consider when you or your child has or is likely to have a disabilityLinks in this episode:Liz's advisory company website - Dependent Financial PlanningLiz's LinkedIn profile - Elizabeth (Wolleben) YoderTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking about retiring at 60 with $480,000 saved? This retirement video dives deep into whether that's a realistic goal.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Should You Draw Your IRA to DELAY Social Security? Wondering if it's a smart financial move to delay taking Social Security and use your IRA instead? In this retirement video, we'll dive into the pros and cons of this retirement strategy. We'll discuss factors like your age, expected lifespan, and retirement goals to help you make an informed decision. **Free Retirement Download: The Checklist to Retirement:**

Planning for retirement and wondering how much income $250,000 can provide in retirement? This retirement video explores various strategies for generating retirement income, going beyond just the 4% rule. We'll discuss different retirement investment approaches, retirement income streams, and factors that can impact your retirement income. **Free Retirement Download: The Checklist to Retirement:**

How Much Do You Need To Retire at 55?!? How Much Do You Need To Retire at 55?!?

Retire at 60 with $400,000? Where to take income from first? Dreaming of retiring at 60 with $400,000? This retirement video explores the key retirement strategies for generating retirement income in retirement. **Free Retirement Download: The Checklist to Retirement:**

Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Eric's advisory company website - Retirement Roadmap Financial PlanningTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Retire at 55, 60, or 65 with $800,000? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Is $800,000 enough to retire early? In this retirement video, we explore different retirement scenarios and see if you can retire at 55, 60, or 65 with $800,000 in retirement savings. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Retire at 55 in 2025!! Dreaming of retiring at 55 in 2025? It's closer than you think! This retirement video dives into the retirement strategies and steps you need to take now to make early retirement a reality. **Free Retirement Download: The Checklist to Retirement:**

Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Andrew's advisory company website - Gray Wealth StrategiesTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more! Also, Jamie interjects his experience and knowledge around divorce-related matters in the retirement and financial planning processes.Links in this episode:Jamie's advisory company website - Woodson Wealth ManagementJamie's divorce planning company website - Allegiant Divorce SolutionJamie's podcast - Broke Up, Not Broke(n)FINRA's BrokerCheck - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions

Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Erik's company website - Retirement Portfolio PartnersThe Rock Retirement Club - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in retirement planning and much more!Links in this episode:Roger's website - The Retirement Answer ManBronnie Ware's book - The Top Five Regrets of the DyingRoger's workbook of info and questions about - Finding a Trusted AdvisorTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com