Podcasts about retirement planner

  • 33PODCASTS
  • 191EPISODES
  • 26mAVG DURATION
  • 1WEEKLY EPISODE
  • May 28, 2025LATEST

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Best podcasts about retirement planner

Latest podcast episodes about retirement planner

Your Financial EKG™ with Drew Blackston
This $400K Roth Strategy at 55 Might Change Your Retirement

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later May 28, 2025 17:45


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.** ❌

Your Financial EKG™ with Drew Blackston
How Much Do You Need To Invest To Retire Early?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later May 21, 2025 15:14


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.** ❌

Your Financial EKG™ with Drew Blackston
You DON'T Need $1 Million to Retire (Here's Why)

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later May 7, 2025 13:50


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:**

Your Financial EKG™ with Drew Blackston
Retiring at 60 with $450K—What If Social Security Goes Bankrupt?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Apr 30, 2025 12:42


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:**

Your Financial EKG™ with Drew Blackston
56 With 130k Saved For Retirement: When Can I Retire?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Apr 23, 2025 16:56


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:**

Expedition Retirement
4 Questions People are Currently Asking Their Retirement Planner

Expedition Retirement

Play Episode Listen Later Apr 19, 2025 10:14


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.

Your Financial EKG™ with Drew Blackston
I Have Nothing Saved for Retirement – What Should I Do?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Apr 16, 2025 16:11


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.

Retirement Planning Education, with Andy Panko
#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Apr 10, 2025 57:50


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

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England, President of Capstone Retirement Discussing Retirement Planning Guide

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Mar 25, 2025 16:04


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

Business Innovators Radio
Interview with Steven Michael England, President of Capstone Retirement Discussing Retirement Planning Guide

Business Innovators Radio

Play Episode Listen Later Mar 25, 2025 16:04


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

Your Financial EKG™ with Drew Blackston
Can I Retire at 60 With A Low Income?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Mar 19, 2025 24:30


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.

Your Financial EKG™ with Drew Blackston
Can I Retire at 60 with $200,000 (Is it possible)?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Mar 5, 2025 25:06


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.

Your Financial EKG™ with Drew Blackston
Retire at 55 with $1,000,000 in Retirement Savings | Early Retirement Plan

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Feb 26, 2025 5:15


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:**

Your Financial EKG™ with Drew Blackston
Can I Retire at 57 with 800k, Where Do I Take My Retirement Income From?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Feb 19, 2025 17:24


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:**

Retirement Planning Education, with Andy Panko
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Feb 13, 2025 72:46


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

Your Financial EKG™ with Drew Blackston
Can I Retire at 60 with $480,000 in Retirement Savings

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Feb 12, 2025 24:01


**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.** ❌

Your Financial EKG™ with Drew Blackston
Should You Draw Your IRA to DELAY Social Security?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Feb 5, 2025 24:13


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:**

Your Financial EKG™ with Drew Blackston
How Much Retirement Income Does $250,000 Generate In Retirement?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jan 29, 2025 25:29


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:**

Your Financial EKG™ with Drew Blackston
How Much Do You Need To Retire at 55?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jan 22, 2025 6:14


Your Financial EKG™ with Drew Blackston
Retire at 60 with $400,000? Where to take income from first?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jan 15, 2025 13:18


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:**

Retiring Today
192. The Roth IRA 5-Year Rule

Retiring Today

Play Episode Listen Later Jan 12, 2025 22:57


Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3Pq2l6C Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://merkleretirementplanning.com/all-online-events/ Ready to unlock the full potential of your Roth IRA? In this episode of Retiring Today with Loren Merkle, we explore the essential rules, limits, and strategies you need to know to create a purposeful and comprehensive retirement plan. Whether you're just starting to think about retirement or refining your retirement plan, this video is your complete guide to navigating the complexities of Roth IRAs. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Clint Huntrods, CERTIFIED FINANCIAL FIDUCIARY®, PhD, Retirement Planner https://merkleretirementplanning.com/staff-members/clint-huntrods/ Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Retirement Planning Education, with Andy Panko
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Jan 9, 2025 69:13


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

Your Financial EKG™ with Drew Blackston
Retire at 55, 60, or 65 with $800,000?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jan 8, 2025 9:29


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.** ❌

Your Financial EKG™ with Drew Blackston

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:**

Your Financial EKG™ with Drew Blackston
I'm getting a divorce, can I stay retired?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Dec 25, 2024 15:34


I'm getting a divorce, can I stay retired? Divorce can throw your retirement plans off track, but it doesn't have to define your retirement future. This retirement video will empower you to take control of your retirement journey and create a retirement that you love, even after divorce. We'll cover topics such as: Setting realistic retirement goals and expectations Finding financial resources and support to help you achieve your retirement goals Embracing new opportunities and passions in your retirement years **Free Retirement Download: The Checklist to Retirement:**

Your Financial EKG™ with Drew Blackston
Can I Retire at 60 with 800k? (Spend more money!)

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Dec 18, 2024 16:29


Can I Retire at 60 with 800k? (Spend more money!) Can I Retire at 60 with 800k? (Spend more money!) **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 $800,000? You might be surprised at how much you can spend in retirement! In this retirement video, we'll dive into the details of creating a sustainable retirement plan that allows you to enjoy your retirement years without worrying about money. ❌ **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.** ❌

Retirement Planning Education, with Andy Panko
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Dec 12, 2024 94:52


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

Your Financial EKG™ with Drew Blackston
Retire with LESS than 100k (You Can DO IT)

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Dec 5, 2024 35:52


Retire with LESS than 100k (You Can DO IT) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Early Retirement, Simplified. Thinking about retiring early, but worried you don't have a million-dollar nest egg? Good news: You don't need a fortune to retire! ❌ **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.** ❌

Your Financial EKG™ with Drew Blackston
What are the RULES for Inherited IRAs? (New & Updated)

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Dec 4, 2024 10:34


What are the RULES for Inherited IRAs? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Inherited an IRA? Not sure what to do next? Understanding the rules of inherited IRAs is crucial to making informed decisions about your finances. ❌ **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.** ❌

Your Financial EKG™ with Drew Blackston
Should I Use My Investments OR Social Security FIRST For Retirement Income?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Nov 25, 2024 31:50


Should I Use My Investments OR Social Security FIRST For Retirement Income? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Wondering how to maximize your retirement income? This Retirement video breaks down the pros and cons of tapping into your Retirement investments or Social Security benefits first. Learn about the potential tax implications, the impact on your overall Retirement strategy, and how to make the best decision for your unique Retirement situation. ❌ **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.** ❌

Your Financial EKG™ with Drew Blackston
Can I Retire If Social Security Goes Bankrupt?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Nov 19, 2024 15:25


Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** In this video, we will discuss the possibility of Social Security going bankrupt and what that could mean for your retirement plans. We will also explore some alternative retirement strategies that you can consider if Social Security is no longer available. ❌ **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.** ❌

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England,President of Capstone Retirement, Discussing Estate Planning for Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 15, 2024 27:08


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

Business Innovators Radio
Interview with Steven Michael England,President of Capstone Retirement, Discussing Estate Planning for Retirement

Business Innovators Radio

Play Episode Listen Later Nov 15, 2024 27:08


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

Retirement Planning Education, with Andy Panko
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Nov 14, 2024 93:01


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

Your Financial EKG™ with Drew Blackston
I Need 45k in Retirement Income, How Much Do I Need Saved?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Nov 13, 2024 23:04


I Need 45k in Retirement Income, How Much Do I Need Saved? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Wondering how much you need to retire comfortably with a $45,000 annual retirement income? This retirement video breaks down the essential steps to calculate your retirement savings goal. We'll explore factors like inflation, retirement investment returns, and Social Security benefits to help you plan for a secure financial future. Whether you're a young adult just starting your career or nearing retirement, this guide will provide valuable insights to maximize your savings potential. **Free Retirement Download: The Checklist to Retirement:**

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England, President of Capstone Retirement, Discussing Tax-Free Retirement Solutions

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 11, 2024 26:10


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

Business Innovators Radio
Interview with Steven Michael England, President of Capstone Retirement, Discussing Tax-Free Retirement Solutions

Business Innovators Radio

Play Episode Listen Later Nov 11, 2024 26:10


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

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England, President of Capstone Retirement, Discussing Retirement Income Plan to Last a Lifetime

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 5, 2024 29:53


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-income-plan-to-last-a-lifetime

Business Innovators Radio
Interview with Steven Michael England, President of Capstone Retirement, Discussing Retirement Income Plan to Last a Lifetime

Business Innovators Radio

Play Episode Listen Later Nov 5, 2024 29:53


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-income-plan-to-last-a-lifetime

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 1, 2024 27:23


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-estate-planning-discussing-fees-fiduciary-relationship

Business Innovators Radio
Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship

Business Innovators Radio

Play Episode Listen Later Nov 1, 2024 27:23


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-estate-planning-discussing-fees-fiduciary-relationship

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Oct 29, 2024 22:11


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 managementInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement

Business Innovators Radio
Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement

Business Innovators Radio

Play Episode Listen Later Oct 29, 2024 22:11


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 managementInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Steven Michael England, President of Capstone Estate Planning Discussing Navigating Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Oct 28, 2024 22:52


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-estate-planning-discussing-navigating-retirement

Retirement Planning Education, with Andy Panko
#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Oct 10, 2024 111:35


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

Retirement Planning Education, with Andy Panko
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Sep 12, 2024 96:40


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

Retirement Planning Education, with Andy Panko
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Aug 29, 2024 114:44


We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial.In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!Links in this episode:Andy' company's website - Tenon FinancialEd Slott's blog - The Slott ReportEd Slott's paid membership group for advisors - Elite IRA Advisor GroupMichael Kitces blog - hereJeff Levine's X (formerly Twitter) page - hereBob Keebler home page - hereNatalie Choate's book - Life & Death Planning for Retirement BenefitsInvestment News - www.InvestmentNews.comWall Street Journal - www.WSJ.comRoger Whitney's Podcast - The Retirement Answer ManJim Saulnier & Chris Stein's podcast - The Retirement & IRA ShowBenjamin Brandt's podcast - Retirement Starts Today RadioVictor Medina's podcast - Retirease RadioRob Berger's YouTube channel - hereMike's article about the questions to ask a prospective advisor - 9 Questions to Ask a Flat Fee (or any!) Financial Advisor as You Near RetirementMy article about why it's disingenuous for advisors to pretend they can quantify their value in - How Much Are Your Services Worth?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