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Well ... we were wrong. During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass with a different name. But, instead of the acronyms we're used to seeing lately, like the SECURE Act (Setting Every Community Up for Retirement Enhancement), President Trump and Congress stuck with the original title. For the most part, the final bill also maintains the big picture tax policy objectives that President Trump has been discussing since the start of his second term. On today's show, we focus on the portions of the One Big Beautiful Bill that could have the biggest impact on retirement planning.
This episode is brought to you by StayFi — the easiest way to grow your direct bookings! Visit stayfi.com/bill and use code "BILL" for an exclusive 50% off your first three months.
As a first gen professional, it's not just your future you're planning for, it's your parents' too.If you've ever felt the pressure of being “your parents retirement plan,” this episode is for you.In this episode, we cover:✅ How to get clear on what support actually looks like (so you can plan for it strategically) ✅ The #1 thing to do before you start creating a plan for them ✅ How to use investing to help you ease the responsibility and pressure of having it all fall on you ✅ The importance of problem solving with siblings to share the financial loadIf you know you want your money to work for you so that you have more when it's time to support your parents, book a call to join my 3 month 1:1 money coaching program. Learn more about 1:1 money coaching here
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Long-term care is one of the most underestimated — and financially devastating — challenges facing retirees today. In this week's episode of The Providence Financial Retirement Show, we break down everything you need to know about preparing for the possibility of needing care in your later years. Whether it's home health assistance, assisted living, or full-time nursing care, the reality is that 70% of people over age 65 will need some form of long-term care. Yet very few have a solid plan in place to cover these expenses. In this episode, you'll learn: ✅ What long-term care really includes (and what it doesn't) ✅ Why Medicare and health insurance won't cover the costs ✅ The current average price of care in California and beyond ✅ The consequences of waiting too long to plan ✅ Pros and cons of traditional long-term care insurance vs. hybrid options ✅ How to build a tax-smart plan that protects your assets and your loved ones Don't wait until a crisis hits to figure this out. Listen in and take one of the most important steps you can toward financial peace of mind. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/
In this episode, Kelley Slaught discusses common financial mistakes that baby boomers make as they approach retirement. She emphasizes the importance of understanding Social Security, the necessity of early savings, and the rising healthcare costs that can impact retirement plans. Kelley also highlights the significance of balancing risk in investment portfolios, the emotional aspects of retirement decisions, and the need for flexibility in planning. Additionally, she addresses the importance of crisis-proofing retirement plans against economic downturns and the role of emergency funds. The episode concludes with listener questions, providing practical advice on various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
In this episode, Marty discusses the importance of maintaining control over one's financial future, addressing common insecurities many Americans face regarding their financial stability. He emphasizes the need for a comprehensive financial plan that includes understanding income sources, managing debt, and preparing for emergencies. The conversation also covers the benefits of annuities, the significance of not procrastinating in financial planning, and strategies for effective retirement savings. Marty encourages listeners to take proactive steps in their financial journey and offers his services for personalized financial planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
No two retirements look the same, and often clients come in with circumstances that make a cookie-cutter plan impossible. Let's look at some examples of these more unique and challenging scenarios and explore the solutions you'll need to successfully retire. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
How Much Income Will $500K Actually Give You in Retirement?**Schedule your free virtual consultation
Sue Hincenbergs's number one bestselling novel “The Retirement Plan” has garnered generally positive reviews. But Jacob Shymanski and Danielle McLaughlin felt it did not hit the mark. They share a candid review and contemplate the popularity of the book.Books referenced in this episode include:• “The Retirement Plan: A Novel” by Sue Hincenbergs• “Alice's Adventures in Wonderland” by Lewis Carroll• "Wigs on the Green" by Nancy Mitford• Jeeves Series by P.G. Wodehouse AMI Audiobook Review is broadcast on AMI-audio in Canada and publishes three new podcast episodes a week on Mondays, Wednesdays and Fridays.Follow AMI Audiobook Review on YouTube & Instagram!We want your feedback!Be that comments, suggestions, hot-takes, audiobook recommendations or reviews of your own… hit us up! Our email address is: audiobookreview@ami.caAbout AMIAMI is a media company that entertains, informs and empowers Canadians with disabilities through three broadcast services — AMI-tv and AMI-audio in English and AMI-télé in French — and streaming platform AMI+. Our vision is to establish AMI as a leader in the offering of accessible content, providing a voice for Canadians with disabilities through authentic storytelling, representation and positive portrayal. To learn more visit AMI.ca and AMItele.ca.Find more great AMI Original Content on AMI+Learn more at AMI.caConnect with Accessible Media Inc. online:X /Twitter @AccessibleMediaInstagram @AccessibleMediaInc / @AMI-audioFacebook at @AccessibleMediaIncTikTok @AccessibleMediaInc
Thomas Manly, a certified financial planner with Hobbs Group Advisors, explains how a new law affects the catch-up provision for retirement plans.
In this episode of Retire with Style, Alex Murguia and Wade Pfau answer listener questions on retirement planning for high earners. They explore tax strategies like Roth conversions and qualified charitable distributions, and discuss how tools like life insurance and annuities can help hedge longevity risk and support a stable retirement income. Takeaways The importance of community engagement in retirement planning. High earners face unique tax challenges and strategies. Qualified charitable distributions can help manage tax implications. Roth conversions can be beneficial for reducing future RMDs. Understanding the widow's penalty in retirement planning is crucial. Annuities can provide income stability in later years. Life insurance can hedge against the risk of not living long enough. The interplay between income sources and tax brackets is complex. Gifting strategies can help manage estate taxes effectively. Combining life insurance and annuities can optimize retirement income. Chapters 00:00 Introduction and Community Engagement 03:12 Exploring Tax Strategies for High Earners 06:09 Navigating Retirement Risks for Couples 11:49 Hedging Against Longevity Risks in Retirement 28:59 Conclusion and Future Q&A Sessions Links If you want to better understand how to protect your retirement from bad market timing, don't miss Retirement Researcher's free webinar: “Four Ways to Manage Sequence of Returns Risk,” hosted by Wade Pfau happening July 15th, 2025 from 1:00 - 2:00 PM ET. You'll learn practical strategies to reduce volatility's impact on your retirement income. Register now at retirewithstyle.com/podcast. Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest, Brett DiPasquale, AIF® BFA®
R. Kenner French and Liliana Falconer discuss the importance of qualified plans for entrepreneurs, particularly solopreneurs, in reducing tax liabilities and saving for retirement. They explore the differences between pre-tax and post-tax contributions, the benefits of stacking various retirement plans, and the investment options available within these plans. The discussion emphasizes the significance of planning for a comfortable retirement and the potential for significant tax savings through strategic financial planning.Takeaways• Qualified plans can help entrepreneurs lower their taxes.• You can still lower your taxes even after the year has ended.• Pre-tax contributions reduce your taxable income for the year.• Post-tax contributions allow for tax-free withdrawals in retirement.• Stacking multiple retirement plans can maximize savings.• Investment options in retirement plans are broader than many realize.• You can control your investments in self-directed plans.• Planning for retirement is essential for financial freedom.• Understanding tax implications is crucial for effective planning.• Consulting with a financial advisor can help tailor strategies.Sound Bites• It can be so powerful.• You are saving for your future.• You can reduce your tax liability.Listen & Subscribe for More:
So You Want To Be A Writer with Valerie Khoo and Allison Tait: Australian Writers' Centre podcast
How much research is too much when writing historical fiction? This is just one of the topics that bestselling author Emilia Hart discusses in this episode as she shares details of her latest novel, The Sirens – a blend of nautical history and fantasy across two stories separated by time and distance. 00:00 Welcome04:23 Writing tip: ‘The Most Dangerous Writing App’07:25 WIN!: The Retirement Plan by Sue Hincenbergs08:51 Word of the week: ‘Luthier’11:01 Writer in residence: Emilia Hart12:48 Inspirations for the books two timelines19:45 Writing about Australia during the pandemic20:24 Exploring the themes of distance and journey22:17 Researching convict history25:00 Note taking methods25:59 The importance of her day job in her writing 28:11 Deleting 300,000 words30:00 There’s no such thing as a perfect draft30:32 Learning to sail for the book31:20 The book deal and publishing process32:50 Balancing writing with public engagement35:10 Emilia’s writing tips37:29 Final thoughts Read the show notes Connect with Valerie and listeners in the podcast community on Facebook Visit WritersCentre.com.au | ValerieKhoo.comSee omnystudio.com/listener for privacy information.
A solid retirement plan is about more that just hitting your savings goal. It's about protecting what you've built by preparing for disruptions that could derail your future financial security. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he discusses the steps to create a financial plan that accounts for good times and bad. If you're close to retirement or already there, this is a conversation you don't want to miss.Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
Join me for a comprehensive review of retirement account essentials — covering how to maximize benefits, avoid pitfalls, and optimize for both tax efficiency and legacy planning. - Traditional IRA: Tax-deferred contributions grow until withdrawal; ideal for those seeking upfront tax deductions - Roth IRA: After‑tax contributions grow tax-free, with no required minimum distributions—great for long‑term tax flexibility - Roth Conversions: Strategically moving funds from traditional to Roth accounts can reduce future RMDs and lock in today's tax rates - Tax Strategies: Balancing traditional and Roth accounts helps manage tax liability both now and in retirement - Common Mistakes: Avoid errors like overcontributing, neglecting contribution deadlines, or ignoring Roth income limits - Advantages: Gain tax diversification, penalty-free withdrawal options, and more flexibility in estate planning Whether you're accumulating or distributing, these insights will help you optimize every step of the way. Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/
What if everything you thought you knew about fitness was filtered through marketing hype rather than science?After experimenting with countless diet trends across my 20s and 30s, from Atkins to Paleo to keto and intermittent fasting, I've learned firsthand that what matters isn't finding the "one perfect approach" but building sustainable systems that work specifically for you.The fitness world has become saturated with influencers making bold but oversimplified claims. If someone tells you there's only "one true way" to achieve fitness goals, your skepticism radar should go on high alert.In this bonus episode from my recent appearance on the With Passion podcast hosted by Josh Taft, we discuss how to make sense of the barage of information from the fitness industry, why strength training is absolutely essential for longevity, and how to approach your health and fitness journey with a sustainable, evidence-based mindset.Discover why most fitness advice is wrong, how to navigate conflicting information, and why muscle truly is your retirement plan, especially after 40.Main Takeaways:Why being skeptical of fitness trends and guru claims can save your health and moneyThe shocking truth about why 95% of diets fail and what successful people do differentlyHow muscle mass is literally your insurance policy against aging and diseaseWhy strength training beats cardio for fat loss, longevity, and metabolic healthThe psychology behind sustainable goal setting and why most people try to change too much at onceHow to use "seasons" of focused effort followed by maintenance phases for long-term successWhy consistency with basics beats perfection with complex protocolsEpisode Resources:Check out Josh's podcast With PassionSupport the show
In this episode, we sit down with Justin Wagner, AIF®, Henssler Financial's Director of Business Development, to explore the real value of offering—and participating in—a 401(k) plan. For employers, we discuss the end of traditional pensions and why the shift toward defined contribution plans like the 401(k) makes sense today. Justin explains how company contributions are tax deductible, how a strong plan can enhance your ability to attract and retain top talent, and how it can make your company more appealing by demonstrating a commitment to employees' long-term financial wellness.On the employee side, we break down how contributions can reduce taxable income, the benefits of employer matching, the advantages of tax-deferred growth, and current annual contribution limits. Plus, we address some of the most common myths and misconceptions that prevent people from fully maximizing this powerful retirement tool.Whether you're an employer considering a plan or an employee looking to make smarter retirement decisions, this episode has something for you.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — July 5, 2025 | Season 39, Episode 27Follow 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 “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
GET YOUR LIVE EVENT TICKETS:https://www.eventbrite.com/e/vacation-rental-investing-masterclass-tickets-1384455887829?aff=oddtdtcreatorWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7CHECK OUT TODD'S PROPERTY:https://www.airbnb.com/rooms/1416014079639340689?check_in=2025-05-15&check_out=2025-05-18&guests=1&adults=1&pets=1&s=67&unique_share_id=765dea53-9843-4fe9-9c4f-2aff853f47aa&source_impression_id=p3_1751252571_P3_stiK5BoCifaEPIn this episode of the Vacation Rental Revolution podcast, host Shawn Moore interviews Todd Parrish, a former nightclub DJ turned short-term rental investor. Todd shares his journey into real estate investing, discussing the challenges and strategies he faced while navigating the short-term rental market. He emphasizes the importance of having clear property goals, making informed financial decisions, and creating unique guest experiencesFOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreChapters00:00:00 Intro00:02:43 Navigating the Short-Term Rental Market00:06:03 Financial Strategies and Decision Making00:08:46 The Importance of Property Goals00:12:06 Setting Up for Success: The Launch Process00:15:01 Creating Unique Guest Experiences00:17:49 The Launch and Initial Performance00:20:58 Lessons Learned and Future Plans
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode talks about retirement plan options for business owners. In this episode, Mike and Nick discuss an array of retirement plan options for businesses. The guys discuss the four major types of retirement plans, including: IRAs, SEP IRAs, Simple IRAs, and 401(k)/403(b). This is a great episode for any business owner looking to offer retirement options for their employees. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans.
Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)**Schedule your free virtual consultation
A seven-figure portfolio can feel like a green light for retirement—but the numbers don't always tell the full story. In one case study, a couple with over $1 million saved faced a withdrawal rate close to 14% based on their desired lifestyle. That's nearly three times higher than what's typically considered sustainable.This story is a reminder that retirement success isn't just about hitting a number, it's about how your money is structured to support your life.A solid plan makes the difference between retiring with confidence and retiring with uncertainty.Let's help you build the kind of plan that lasts.- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Join us for a Q&A-style deep dive as we tackle the retirement planning questions you've been asking: Inflation: Learn how rising prices slowly chip away at your purchasing power — what used to cover essential expenses now may fall short. Interest Rates: Discover the ripple effect of rate changes on income streams and savings—whether you're holding CDs or fixed-income investments. Stock Market Volatility: Anthony explains why market swings shouldn't derail your long-term retirement income plan and how to stay grounded. 4% Rule: Is it still reliable? We'll revisit this classic withdrawal guideline and see how it's holding up in today's environment. Roth Conversions: Hear how moving funds to a Roth IRA can minimize future RMD pressure and provide tax-free income—plus advanced strategies like conversion “ladders.” RMDs: What are they, when do they start, and why delaying them — or converting ahead of time — might help you save on taxes. CDs: Unpack the benefits and pitfalls of certificates of deposit as safe, short-term income vehicles—plus why they may not keep pace with inflation. Annuities: We'll cover when annuities make sense, what fees to look out for, and how they compare to other income sources. Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you missing out on a hidden tax-free opportunity inside your corporation?If you've sold a Canadian business or a corporate-held property and now face the question of where to grow your money — inside your corp or in your personal name — this episode is essential listening. Many Canadian incorporated professionals overlook critical tax planning tools that could massively boost their personal wealth and estate efficiency.In this episode, you'll discover:How to use the Capital Dividend Account (CDA) to move money out of your corp tax-free — and when it's the smartest move.Why holding low-yield investments like T-bills inside your corporation could be costing you more than you think.How permanent life insurance — even on your children — can become a powerful estate and tax optimization tool.Hit play now to learn how to turn overlooked tax strategies into serious long-term wealth advantages.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadian entrepreneurs focused on financial freedom and long-term wealth building, understanding how to integrate personal and corporate finance is essential. Leveraging tools like the capital dividend account and strategies such as salary vs dividends Canada, capital gains planning, and corporate structure optimization can significantly boost tax efficiency and retirement planning outcomes. Through a well-structured corporate wealth blueprint, young entrepreneurs and seasoned business owners alike can align financial systems with investment strategies, using personal financial buckets and RRSP optimization to build and protect assets. Canadian wealth secrets lie in mastering the nuances of incorporation, real estate, and small business finaReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Most of us have a junk drawer stuffed with random odds and ends we forgot about. But what about your financial junk drawer? Old insurance policies, dusty 401(k) statements, outdated wills, or savings bonds from decades ago could be sitting forgotten, and they might be costing you money or missing opportunities. In this episode, Eric opens the drawer on common financial items people stash away and forget to revisit. Here's some of what we discuss in this episode:
Living a long life is a blessing, but without the right financial plan, it can become a challenge. In this episode, Nathan unpacks how longevity multiplies risk in retirement, including market volatility, health care costs, and Social Security. He shares how some unexpected, real-life curveballs forced tough conversations with clients, and what you can do now to avoid those same outcomes. Here's some of what we discuss in this episode:
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.** ❌
Lucas and Sean react to Ken's Retirement Plan, Haliburton's Post, 25 Toughest CFB Venues, and the ESPYs - T H1
In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA's prohibited transaction rules, exemptions, and the recent Supreme Court ruling affecting litigation against plan sponsors. Stephanie provides practical guidance for plan fiduciaries, emphasizing robust processes and documentation to navigate this evolving landscape.
What if your dream retirement trip could be wiped out by a market dip? In this episode, Mike Douglas explains how to protect your retirement lifestyle from volatility using a segmented investment strategy. From front-loading your “must-go” years to navigating 401(k) setbacks and milestone ages, Mike shares real stories and practical insights to help you retire with confidence, not fear. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.
In the same way you don’t want to pack dangerous items in your luggage when you get on a plane…you don’t want a fire starter in your retirement plan. What do we need to look out for? Like this episode? Hit that Follow button and never miss an episode!
Nate discusses some of the investment accounts that you can open and investing for retirement other than someone's retirement plan at work.
There are a number of “Silent Killers” that may sometimes be lurking around retirement plans. On this episode we discuss five examples of “Silent Killers” to be aware of and to guard against. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.
In this episode of American Potential, host David From is joined by Jeremiah Mosteller, policy director at Americans for Prosperity, for the latest installment in the Big Ideas for Smaller Government series. The focus: the Office of Personnel Management (OPM)—the federal government's HR department—and a surprising proposal that could save $237 billion without touching current employee benefits. From the absurd reality of federal retirement files being processed in a limestone mine in Pennsylvania, to relocation costs nearing $170,000 per employee, the episode exposes waste and inefficiencies taxpayers rarely hear about. But there's good news: Jeremiah shares how shifting new federal employees to a modern, portable retirement plan—like a 401(k)—already the gold standard in the private sector—could generate massive long-term savings. And it wouldn't change anything for current employees. Listen to hear how smart reforms and private-sector solutions are helping DogE (the initiative to cut $2 trillion in wasteful federal spending) chip away at bureaucratic bloat—and how you can submit your own savings ideas at DogeIdea.com.
$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.** ❌
Some call them “lies”—but in this episode, Nevin (Adams) andFred (Reish) highlight some of the most common—and confusing topics—about retirement plan responsibilities.Inspired by Fred Barstein's “10 Biggest Lies Told to 401(k) Plan Sponsors,” the prolific podcasting pair parse a passel of problematic misperceptions regarding retirement plan responsibilities.We're talking about things like:RFP requirements,cheap investment picks,CIT assumptions,PEP perceptions,recordkeeper reliance, andthe limits of advisor accountability. And that's not all! See how their list matches yours.Episode ResourcesOnline Security TipsOnline Security Tips - U.S. Department of LaborTitle: Online Security Tips Author: Employee Benefits Security Administration, United States Department of Labor Subject: Tips to reduce the risk of fraud and loss to your retirement account by maintaining online access, using strong passwords, enabling multi-factor authentication, and protecting against phishing attacks.www.dol.gov
Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio Family Business Radio host Anthony Chen urges us to think beyond the leisure of retirement and make a broad, well-conceived plan. Anthony's commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network. Transcript As we’re winding […]
I'm 50, changing jobs, and have to choose between a pension or a 401(k). Which should I go with? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity. Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buying Annuities, PHM - PulteGroup Inc., SPGI - S&P Global Inc., China and Tariffs, CSL - Carlisle Cos., ITW - Illinois Tool Works Inc., ARE - Alexandria Real Estate Equities Inc.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
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.** ❌
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients' best interests first.A passionate advocate for financial education, Scott co-authored *Don't Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life's work. His mission is to align insurance coverage with each client's unique needs and lifestyle.Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.Learn More: https://www.completesolutions.insure/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-good-retirement-plans
In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about my retirement plan charges 1.38%. Is it robbing me of my future? Today we are going to answer these questions! Question 1: What should my next steps be after paying off a personal loan—emergency fund, car savings, or student loans? Question 2: What's the best investment or savings account to open for my 5-year-old to start learning about money? Question 3: Is it worth contributing to a Roth 457(b) with a 1.385% fee, or should I focus on low-cost accounts? Question 4: I'm in the military maxing out TSP and Roth IRA—what else can I do to retire early? And how can my parents retire with $150K at age 55? Question 5: I'm new to investing with $30K in cash—should I just dump it into an index fund, or do something more? Question 6: We're 48 and 49, saving aggressively with no debt—how do we ensure we hit our $1.5M retirement goal by age 55? Question 7: We rolled over $35K into an IRA, have $125K in a 401(k), and big home equity—how do we build wealth and retire early in California? How Andrew Can Help You: Listen to The Business Show here. Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count! Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining Index Fund Pro! This is Andrew's course teaching you how to invest! Watch The Master Money Youtube Channel! , Ask Andrew a question on Instagram or TikTok. Learn how to get out of Debt by joining our Free Course Leave Feedback or Episode Requests here. Car buying Calculator here Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn't affect your credit score. Get started at chime.com/ Thanks to Fundrise for Sponsoring the show! Invest in real estate going to fundrise.com/pfp Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote. Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Shop Data Plans and Save Big at mintmobile.com/pfp Go to https://joindeleteme.com/PFP20/ for 20% off! Links Mentioned in This Episode: How to Pay No Taxes in Early Retirement, Debunking the Mortgage Fee Fiasco, and More! With Katie Gatti (From Money With Katie!) 10 Powerful Portfolio Strategies (And Which One is Right for You!) - Part 1 10 Powerful Portfolio Strategies (And Which One is Right for You!) - Part 2 The 1-3-6 Method For Building & Managing Your Emergency Fund Connect With Andrew on Social Media: Instagram TikTok Twitter Master Money Website Master Money Youtube Channel Free Guides: The Stairway to Wealth: The Order of Operations for your Money How to Negotiate Your Salary The 75 Day Money Challenge Get out Of Debt Fast Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices
Can you actually save too much for retirement? It sounds like a strange problem to have, but it's more common than you think! In this episode, we discuss signs you're over-saving and how an excessive focus on your future can rob you of joy today. We'll talk about the importance of knowing what you're saving for, frugality vs. stinginess, and when you might need to adjust your savings plan. Plus, we'll walk through how to find your actual retirement number (spoiler: it's not one-size-fits-all) and how to align your money with your values. Tune in!For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e12Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!