Podcasts about retirement plans

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  • 943PODCASTS
  • 2,146EPISODES
  • 29mAVG DURATION
  • 1DAILY NEW EPISODE
  • Aug 6, 2022LATEST
retirement plans

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Best podcasts about retirement plans

Show all podcasts related to retirement plans

Latest podcast episodes about retirement plans

Total Wealth Radio
How to Create Harmony in Your Retirement Plan

Total Wealth Radio

Play Episode Listen Later Aug 6, 2022 34:57


Total Wealth Radio from Saturday, August 6, 2022.

Jill on Money with Jill Schlesinger
Our Retirement Plan, Would You Change Anything?

Jill on Money with Jill Schlesinger

Play Episode Listen Later Aug 3, 2022 17:25 Very Popular


As we get closer and closer to retirement, we feel like our plan is solid, but we want to make sure there's nothing we're missing.  Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "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

Simply Financial - Exvadio Network
The Recession Question

Simply Financial - Exvadio Network

Play Episode Listen Later Aug 2, 2022 14:47


Everyone is asking the question, are we in a recession? The GDP numbers are in for Q2 and they tell quite a story. Learn more in this episode of the Simply Financial Podcast.

Afternoon Drive with John Maytham
Treasury's 'Two Pot' retirement plan

Afternoon Drive with John Maytham

Play Episode Listen Later Aug 1, 2022 8:00


Guest: Maya Fisher-French | Personal Finance Journalist at Maya on MoneySee omnystudio.com/listener for privacy information.

Finances and...
Finances and... Writing Your Retirement Plan

Finances and...

Play Episode Listen Later Jul 30, 2022 8:55


How should you be planning for retirement? One step is to start making written plans for how much you will need and what you plan to do once retired. This plan should be reviewed annually, so let's get started now!Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.You can share  your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.Want to start your own podcast? Check out Buzzsprout here!https://www.buzzsprout.com/?referrer_id=819454.

Retire Smarter
Ep 104: Understanding Your Retirement Plan Results

Retire Smarter

Play Episode Listen Later Jul 28, 2022 27:35


Kudos! You went through a retirement planning process or completed an online calculator and have the results. Now, what the heck do they mean exactly?    Hear Kevin peel back the onion on understanding your retirement plan results. What are Monte Carlo simulations? What assumptions belie them? What shortcomings does this type of analysis have? How can this powerful tool be thoughtfully used to help ensure you stay on track?   Key points on this episode:    2:16 - What we discuss with clients 4:43 - How we display results in our dashboard 9:07 - Safety margin 17:25 - Hierarchy of expenses 19:51 - No simulations are perfect     Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/   Have a financial question? Contact us at https://www.truewealthdesign.com/contact/

Your Financial EKG™ with Drew Blackston
Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jul 27, 2022 8:48


Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce In this video, I wanna look at a 60-year-old divorced hopeful retiree asking the question can I retire at 60. She has $700,000 in retirement savings and retirement investing accounts. We are going to look at her Social Security benefits especially social security benefits for ex spouses. We are also going to do a retirement income plan to determine if she can retire or not. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **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.** ❌

Simply Financial - Exvadio Network
July 2022 Mid-Year Economic Update Webinar

Simply Financial - Exvadio Network

Play Episode Listen Later Jul 26, 2022 34:15


We are halfway through 2022 and heightened inflation, rising interest rates, the bear market, and a looming economic recession has made this a tough year so far. This has all soured the mood of Americans. Listen to hear more about these issues and more from this 2022 July Mid-Year Economic Update webinar recording.

Your Life, Your Money with Scott Sierens
Ep 63: 10 Market Reminders - Don't Let Emotions Ruin Your Retirement Plan

Your Life, Your Money with Scott Sierens

Play Episode Listen Later Jul 21, 2022 29:13


There's no better time than the present to remind ourselves of some good investing fundamentals and themes that we see in the market. Right now, your emotions might be high due to the market being down, but we'll explain how to handle the rollercoaster ride. Today we're sharing 10 market tips from Bob Farrell, who spent decades as the head of research at Merrill Lynch, establishing himself as one of the leading market analysts on Wall Street.   What we discuss in this episode:  2:43 – Who is Bob Farrell 5:05 – Return to mean 9:52 – Excess 11:40 – Never permanent 12:26 – Corrections 13:15 – Public buying 16:20 – Fear and greed 19:26 – Strong and weak 20:44 – Three stages 21:59 – Experts and forecasts 23:09 – Bull markets 23:38 – Recap   Read more and get additional financial resources here: http://lifemoneyshow.com    Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ 

Your Financial EKG™ with Drew Blackston
Retirement Planning During A Recession

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jul 20, 2022 17:58


Retirement Planning During A Recession || Recession & Retirement Income Planning In this video podcast I want to talk about retirement planning during a recession. Retirement planning and retirement income planning are hard enough in normal times, but add in a recession and a market crash and now your retirement planning is even harder. **Free Retirement Download: The Roadmap to Retirement:**

Retirement Revealed
How to Create a Christian Retirement Plan

Retirement Revealed

Play Episode Listen Later Jul 20, 2022


Will you be happy when you retire? The answer lies in whether your plans to retire focus solely on managing your finances, or if they align with your values and beliefs. Tune in to learn about looking at retirement from a non-financial perspective with a set of Christian values.

Your Money, Your Wealth
A Model Retirement Plan Spitball Analysis - 387

Your Money, Your Wealth

Play Episode Listen Later Jul 19, 2022 46:22 Very Popular


Learn how to craft a retirement plan email question that'll get you a model retirement spitball analysis. Plus, when should you contribute to Roth IRA, and when and how much of a Roth Conversion should you do? Is it hypocritical to prioritize investment returns over your conscience and values? Joe and Big Al talk ESG, or environmental, social, and governance investing, and they evaluate a strategy to keep taxes low while helping your kids buy a house. Finally, your comments about YMYW. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-387

AM Best Radio Podcast
AM Best Audio - Tuesday, July 19, 2022

AM Best Radio Podcast

Play Episode Listen Later Jul 19, 2022


Limra: Account-Takeover Fraud Rises in Life Insurance, Annuity, Retirement Plans

Money Talk For ER Docs™
Ep #93: SECURE Act 2.0 Retirement Plan Improvements

Money Talk For ER Docs™

Play Episode Listen Later Jul 19, 2022 28:30


With new legislation comes new opportunities… and sometimes hurdles. That's why it's vital we stay diligent in keeping up with the financial-related topics being tossed around in Congress. Sure, some Laws or Acts never end up seeing the light of day. But today's retirement plan-specific proposals have received almost unanimous bi-partisan support positioning them as highly likely to pass later this year. We're talking about the SECURE Act 2.0 and all of the very EP-specific changes it contains on today's episode.

The Retirement Ready Show
Ep. 29 - Four Financial Objectives Important To Your Retirement Plan

The Retirement Ready Show

Play Episode Listen Later Jul 18, 2022 19:30


This is The Retirement Ready Show hosted by Tony Drake, Certified Financial Planner with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple.

Two Sides of FI
Don't Let the Cost of Healthcare Break Your Early Retirement Plan

Two Sides of FI

Play Episode Listen Later Jul 16, 2022 47:15 Very Popular


Calculating the cost of health insurance is a complicated and stressful exercise when you're retiring early. Hear Jason's experience with his first full year using the California ACA Exchange and learn how Eric arrived at his budget of $350K, his worst case scenario. We discuss how to choose a plan, ACA subsidies, differences by state, and other alternative options. If you missed our earlier healthcare episode, be sure to see the link below. Show notes: https://twosidesoffi.com/aca

The Chris Hogan Show
Retirement Plans Changed...What Should I Do?

The Chris Hogan Show

Play Episode Listen Later Jul 13, 2022 2:13 Very Popular


Listen to how ordinary people built extraordinary wealth - and how you can too. You'll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John Delony, and George Kamel.

The Real Investment Show Podcast
How to Look at Your 401k Without Freaking Out (7/13/22)

The Real Investment Show Podcast

Play Episode Listen Later Jul 13, 2022 47:51


(7/13/22) COVID fallout continues around the world: Travel delays and limitations at London Heathrow; what will Fed rate hikes mean for small businesses? Legislative changes for employee benefits; what are the benefits of Benefits? Is high inflation the "new normal?" NFIB Confidence at historic low ebb; what's in the Retirement Plan spectrum, and what's in it for employers? How the Benefits Industry has evolved; the hierarchy of needs vs retirement plan spectrum; What's in it for business owners? avoid the mistake of not contributing to 401k. SEG-1 What Will Fed Rate Hikes Mean for Small Businesses? SEG-2 The Need for an Employee Champion SEG-3 What Benefits to Offer & How Do They Work? SEG-4 How to Look at Your 401k Without Freaking Out Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Retirement Plan Consultant, Tom Allen, AIF, QKA, CFPA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=xpIbaivTY9s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2583s -------- Our Latest "Three Minutes on Markets & Money: Will the Second-Half of 2022 Be Better than the First?" is here: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "What if the Fed Doesn't Bail out Investors?" Pt-1: https://www.youtube.com/watch?v=iYwMSuSNhYQ&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1&t=3s Pt-2: https://www.youtube.com/watch?v=y1m2Hf8Q2gA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=335s -------- Articles mentioned in this podcast: "Don't Fight the Fed" https://realinvestmentadvice.com/dont-fight-the-fed -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EmployeeBenefits #401k #RateHikes #FederalReserve #Inflation #Markets #Money #Investing

Retirement Answer Man
Should I Rebalance My Portfolio in a Bear Market?

Retirement Answer Man

Play Episode Listen Later Jul 13, 2022 38:41


This month we are answering your listener questions. If you have a question that you would like answered on the show you can jump the line a bit and take the fast track by submitting an audio question. Head on over to RogerWhitney.com/AskRoger and hit record to submit your question. Today I answer questions on a broad range of topics from paying off a mortgage on a rental property to determining the right balance for investment when there is a significant pension to whether to use a loan to pay for life while the market picks back up. Listen in to hear my thoughts on these questions so that you can not just rock retirement but rock life as well.  Update your net worth statement (even if it is painful to look at) How often do you update your net worth statement? It is important to do so annually or every 6 months. I recommend this exercise because your net worth statement is a fantastic tool that shows you the financial impact of the decisions you make.  However, due to the recent market volatility, opening your monthly investment statements isn't as much fun as it used to be. Regardless of this fact, it is still important to understand where you stand financially so that you can work to improve your financial decisions.  Should Tyler pay off his rental property mortgage?  Tyler is still young, has no debt besides his rental property, and is a great saver. He is wondering if he should pay off the mortgage on his rental property. The traditional wisdom is to keep the mortgage. Since he has a low-interest rate, mathematically it doesn't make much sense to pay it off. But that doesn't mean he shouldn't pay it off.  These types of decisions are rarely about math. It is important to factor in personal feelings as well. Tyler needs to consider all the factors involved and come to a decision that is uniquely his own. There is no wrong answer to this question. What is most important to consider is which choice will give him peace of mind.  Should all of Adam's investments be in equities since he'll have a pension?  Adam will soon retire from the military with a $70,000 per year pension. He feels that the traditional 60-40 retirement portfolio won't be aggressive enough since he has such a large pension. So, he is wondering if all his investments should be in equities.  Instead of building your portfolio first, start by creating a retirement plan of record to forecast what you need to live a great base life. Consider your income from social capital (Social Security, pension), financial capital (investments), and human capital (work).  Once you understand how much financial capital you will need, then you can build your pie cake which consists of an emergency fund and a secure income floor with 5 years of spending. Since you have 5 years of prefunded income, then you can invest as aggressively as you would like. This system is a fantastic way to help guide your spending in retirement.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:25] Opening your monthly statement isn't as fun as it used to be LISTENER QUESTIONS [5:00] Should Tyler pay off his rental property mortgage? [9:40] Should all of Adam's investments be in equities since he'll have a pension?  [16:50] Is there a method for deciding the best location to move to in retirement? [23:44] Using a loan vs. cashing out on stocks during a bear market [29:40] On reframing old age [31:38] Pros of cons of timing retirement TODAY'S SMART SPRINT SEGMENT [37:00] Update your net worth statement Resources Mentioned In This Episode Boomer Benefits Ted Lasso Episode 412 - What Is a Retirement Plan of Record? Episode 310 - Investing in Retirement: The Pie Cake  Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

Lance Roberts' Real Investment Hour
How to Look at Your 401k Without Freaking Out (7/13/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jul 13, 2022 47:50


(7/13/22) COVID fallout continues around the world: Travel delays and limitations at London Heathrow; what will Fed rate hikes mean for small businesses? Legislative changes for employee benefits; what are the benefits of Benefits? Is high inflation the "new normal?" NFIB Confidence at historic low ebb; what's in the Retirement Plan spectrum, and what's in it for employers? How the Benefits Industry has evolved; the hierarchy of needs vs retirement plan spectrum; What's in it for business owners? avoid the mistake of not contributing to 401k. SEG-1 What Will Fed Rate Hikes Mean for Small Businesses? SEG-2 The Need for an Employee Champion SEG-3 What Benefits to Offer & How Do They Work? SEG-4 How to Look at Your 401k Without Freaking Out Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Retirement Plan Consultant, Tom Allen, AIF, QKA, CFPA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=xpIbaivTY9s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2583s -------- Our Latest "Three Minutes on Markets & Money: Will the Second-Half of 2022 Be Better than the First?" is here: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "What if the Fed Doesn't Bail out Investors?" Pt-1: https://www.youtube.com/watch?v=iYwMSuSNhYQ&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1&t=3s Pt-2: https://www.youtube.com/watch?v=y1m2Hf8Q2gA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=335s -------- Articles mentioned in this podcast: "Don't Fight the Fed" https://realinvestmentadvice.com/dont-fight-the-fed -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EmployeeBenefits #401k #RateHikes #FederalReserve #Inflation #Markets #Money #Investing

Your Financial EKG™ with Drew Blackston
Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jul 13, 2022 14:27


Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings In this video podcast I want to look at a 53 year old with a projected $1,600,000 in retirement investing accounts and retirement savings asking the question, "Can I retire at 55." **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ **Free Retirement Download: The Roadmap to Retirement:**

Plan B Success
Retirement Strategies w/ Radon Stancil, Founder @ Peace Of Mind Wealth Management

Plan B Success

Play Episode Listen Later Jul 11, 2022 22:55


Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement' show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. With over 25 years of experience, Radon is an award-winning advisor who is highly sought after to work with executives, business owners, engineers, pharmaceutical professionals and more. Radon's father was 52 years old when he was born. Having an older father that was born during the great depression had a great impact on how he thinks. His father shared stories of what it was like to see a car for the first time and the privilege to have ice delivered to the house. Radon's father instilled in him a work ethic and the understanding of the value to save for the future. In this episode, Radon shares true and time tested retirement strategies. Tune in to learn how to use them yourself... _____________________________________________________   Rajeev Mudumba's Website: www.rajeevmudumba.com   Plan B Success Podcast: Available on your favorite platform including iTunes @ https://apple.co/2JCSysL?ls=1 or www.planbsuccess.live or www.planb.live   https://www.planbsuccessschool.thinkific.com - You can be a successful Entrepreneur and can do a LOT with your very own podcast. Follow Rajeev's FREE training & you'll discover How to ideate, create, launch, monetize and grow your podcast in just a couple of hours!   Rajeev's Book - My Inspiration: Quotes that shaped my self-improvement journey - Available on Amazon Worldwide on your local Amazon site or @https://amzn.to/2JG1DRL   Plan B Success YouTube Channel: http://bit.ly/2YegieF   Medium Articles: https://rajeevmudumba.medium.com   LinkedIn: https://www.linkedin.com/in/rajeevmud...   Facebook Plan B Success Page: https://www.facebook.com/planbsuccess...   Facebook My Inspiration Book Page: https://www.facebook.com/myinspiratio...   Instagram: @hifromraj1  

Guggenheim Macro Markets
Episode 17: Fixed Income in Retirement Plans

Guggenheim Macro Markets

Play Episode Listen Later Jul 6, 2022 19:57


In Episode 17: “Fixed Income in Retirement Plans” (July 6, 2022), portfolio manager Adam Bloch, a managing director and a leader of our total return team, discusses economic and market conditions in fixed income, and offers perspective on considerations for plan sponsors, advisors, and plan participants when evaluating the bond allocation in retirement accounts. If you have a question to direct to the podcast, please email macromarkets@guggenheiminvestments.com. Related Insights: Recession Signals Flashing Red The latest data suggest that we may already be in a recession. https://www.guggenheiminvestments.com/perspectives/macroeconomic-research/recession-signals-flashing-red (Read Macro Alert) Investing involves risk, including the possible loss of principal. This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

Retire Secure!
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 6 - The Financial Masterplan

Retire Secure!

Play Episode Listen Later Jul 5, 2022 21:48


In this sixth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim gets down to the 'nitty-gritty' and begins to discuss financial master planning. This is what he and his firm love doing!Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

Your Financial Editor
Your Financial Editor - Retirement Plans - 6/25

Your Financial Editor

Play Episode Listen Later Jul 2, 2022 47:18


Listen to analysis by Chris each morning on the Morning News Express ay 5:50, 6:50, and 7:50 am.See omnystudio.com/listener for privacy information.

A Year On Tour With Vittinghus - A Badminton Podcast
Upcoming Schedule, Indonesia Trip & Future Retirement Plans

A Year On Tour With Vittinghus - A Badminton Podcast

Play Episode Listen Later Jun 29, 2022 23:48


Hi all, Here is as promised a new episode of the podcast - finally! Will upload a new episode every Wednesday from now on, so stay tuned for that! :-) This episode I'm reviewing my trip to Indonesia earlier this month. Also giving you all an update on my tournament schedule for the rest of the summer. Elaborating quite a bit on my decision to announce my retirement from pro badminton next year as well, just as I go into my plans after retirement. Finally answering a couple of extra questions from you guys at the end - including one about candle wax and badminton strings... :-D Hope you enjoy - please leave a comment if you have anything on your mind. Remember you can support my work with this podcast at patreon.com/vittinghus! /HK

Peace of Mind Radio
Money Puzzle Podcast: How does inflation affect my retirement plan?

Peace of Mind Radio

Play Episode Listen Later Jun 29, 2022 29:18


Today, we're wrapping up our topic from last week, Inflation. If you get a chance to watch last week's show we specifically talked about gasoline. Today we're talking more about just general inflation, how it affects clients, and what you should do to prepare for it. Inflations can't be avoided but you can have a plan! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Retire Secure!
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 5 - The Importance of Gifting

Retire Secure!

Play Episode Listen Later Jun 27, 2022 21:33


In this fifth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses the importance of keeping an open mind when it comes to gifting when it comes to your retirement and estate planning. Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

Retirement Planning Education, with Andy Panko
#028 - What is a LIRP, or Life Insurance Retirement Plan?

Retirement Planning Education, with Andy Panko

Play Episode Listen Later Jun 23, 2022 50:05


Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policyFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

Me You Us
Retirement Planning with Kendra Grob

Me You Us

Play Episode Listen Later Jun 22, 2022 29:38


Confused about alphabet soup that is your retirement plan?  Want to know what it all means?  Kendra Grob, Manager of Retirement Plans, at Consumers Energy breaks it down for us.

Marketplace Morning Report
What retirement plan numbers tell us about wealth gaps

Marketplace Morning Report

Play Episode Listen Later Jun 21, 2022 7:35


A new study from the Wharton School of the University of Pennsylvania finds that 47.7% of workers are not covered by a retirement plan at work. The data also shows disparities based on race, gender, and education. Senior economics contributor Chris Farrell helps break down some of the information. President Biden is considering the suspension of the federal gas tax. The BBC reports on a massive workers strike that has halted railways in the U.K.

Marketplace All-in-One
What retirement plan numbers tell us about wealth gaps

Marketplace All-in-One

Play Episode Listen Later Jun 21, 2022 7:35


A new study from the Wharton School of the University of Pennsylvania finds that 47.7% of workers are not covered by a retirement plan at work. The data also shows disparities based on race, gender, and education. Senior economics contributor Chris Farrell helps break down some of the information. President Biden is considering the suspension of the federal gas tax. The BBC reports on a massive workers strike that has halted railways in the U.K.

Retire With Style
Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1

Retire With Style

Play Episode Listen Later Jun 21, 2022 32:39


This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what's going on in the markets - and how it's affecting their retirement plans. We also discuss how your retirement income style shapes how you react to market movements. This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

Simply Financial with Christopher Calandra
Waiting Is Problematic – Multifamily AP360 Replay

Simply Financial with Christopher Calandra

Play Episode Listen Later Jun 21, 2022 20:40


Rate & review the Simply Financial Podcast on ITunesFollow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com Episode Spotlights:- Supply - Demand imbalance in real estate- Waiting is problematic- Creative deal-making and property management- Buying in a different market- Have a plan that emphasizes your strengths and mitigates your weaknessesBook Recommendations- The Millionaire Nextdoor- Rich Dad Poor Dad- The 4 Hour Work Week- InfluenceGrab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213

Growing Your Wealth with Brian Evans
What Is A Retirement Plan

Growing Your Wealth with Brian Evans

Play Episode Listen Later Jun 18, 2022 49:46


In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation to the distribution phase of life.

Revamping Retirement
A Mid-Year Check-In for Retirement Plan Sponsors

Revamping Retirement

Play Episode Listen Later Jun 15, 2022 23:27


In episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better known as SECURE 2.0—and the newly proposed Rise and Shine Act—formally known as the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for The Nest Egg Act. In Minute with Mike, Mike Webb discusses the types of investments permitted in defined contribution retirement plans.

Money Girl's Quick and Dirty Tips for a Richer Life
What Should You Do With an Old Retirement Plan?

Money Girl's Quick and Dirty Tips for a Richer Life

Play Episode Listen Later Jun 15, 2022 17:07


Not sure what to do with an old retirement plan from a previous job? Laura answers a listener's question and reviews five options for managing your retirement account.Can't remember where your old 401(k)s are? Use these 3 tips to locate them.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links: https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

Not Your Average Investor
209 | How Behavioral Finance Can Save Your Retirement Plans with George Grombacher

Not Your Average Investor

Play Episode Listen Later Jun 13, 2022 55:14


We all want to retire comfortably, and work hard to do so, but sometimes our behaviors don't match our goals.That's why the intersection of psychology and finance is so fascinating.  It's called Behavioral Finance.Thanks to his expertise in this subject, George Grombacher has been named to Investopedia's list of the Top 100 Most Influential Financial Advisors two years in a row. He'll join the show to teach you the science behind what we're describing so that you know:- How to have better money conversations- How to proactively seek out money resistance- How to take mental control of your financial futureWith all the chaos in the economy, there has never been a more important time to limit your exposure to financial self sabotage.Join us LIVE for a mind opening experience with George Grombacher!-------------------------------------------------------------------------------------------------------------------

Syndication Made Easy with Vinney (Smile) Chopra
How to Choose the Best Retirement Plan

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jun 3, 2022 41:36


Welcome to Syndication Made Easy with Vinney Chopra! Today's guest is Damion Lupo who is a professional investor with decades of real-world experience that started with the purchase of his first rental using a VISA card advance--a move that snowballed into 150rental houses in less than 5 years.   Damion Lupo's mission is simple: to free a million people from financial bondage. His unique tool is a fusion of financial literacy and a little-known strategy called the eQRP that allows investors to control their financial future and get off the wall street roller coaster.  Damion Lupo goes into detail on how he got into the business and how he helps others. His first deal bought on a credit card is a story for you to hear. What will you learn: Get out of the box   Choices   Always have a mentor   Know your numbers   Lessons learned   Take consistent action   No fear   Learn to say NO In this video, learn how to build generational wealth and more #realestate strategies with Mr. Smiles. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------