Podcasts about retirement plans

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Best podcasts about retirement plans

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Latest podcast episodes about retirement plans

American Potential
Saving $237 Billion: A Smarter Retirement Plan for Future Federal Employees

American Potential

Play Episode Listen Later Jun 18, 2025 17:16


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.

Your Financial EKG™ with Drew Blackston
$900K Retirement Plan at 60: Stock Market Analysis

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jun 18, 2025 27:19


$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.** ❌

Nevin & Fred
Season 5, Episode 6: Dispelling Retirement Plan Misperceptions

Nevin & Fred

Play Episode Listen Later Jun 16, 2025 33:53


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

Business RadioX ® Network
Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

Business RadioX ® Network

Play Episode Listen Later Jun 16, 2025


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 […]

Family Business Radio
Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

Family Business Radio

Play Episode Listen Later Jun 16, 2025


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 […] The post Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of

Providence Financial Retirement Show!
Retirement in a Shifting Economy

Providence Financial Retirement Show!

Play Episode Listen Later Jun 16, 2025 44:37


With recent market turbulence — fueled by geopolitical tensions, rising oil prices, tariffs, and inflation — many retirees are feeling the pressure. How do you stay grounded when everything is shifting? In this week's podcast, we break down how these forces can impact your retirement income strategy and why having a proactive, long-term plan is more important than ever. What you'll learn: - How Fed policy is evolving in response to rising energy costs and global conflict - Why keeping a cash reserve and avoiding emotional moves matters now  - Strategies to adjust your portfolio during periods of sustained volatility 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/  

Kelley's Bull Market News with Kelley Slaught
The Blueprint for Retirement Success

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Jun 13, 2025 56:17


In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Spending in Retirement

Financial Safari with Marty Nevel

Play Episode Listen Later Jun 13, 2025 51:35


Marty discusses the complexities of retirement spending, emphasizing that spending patterns change significantly throughout retirement. He highlights the importance of budgeting for the 'go-go years' when retirees often spend more on travel and leisure, the 'slow-go years' where spending may decrease, and the 'no-go years' where health care costs become a major concern. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Jill on Money with Jill Schlesinger
New Job, New Retirement Plan Options

Jill on Money with Jill Schlesinger

Play Episode Listen Later Jun 12, 2025 20:38


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

InvestTalk
3 Tricky Decisions Every Retirement Plan Must Address

InvestTalk

Play Episode Listen Later Jun 11, 2025 48:05


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

Your Financial EKG™ with Drew Blackston
Can I Retire at 55 with $1,000,000: Is it ENOUGH?!?

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jun 11, 2025 30:38


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.** ❌

Providence Financial Retirement Show!
How to Retire and Make Your Money Last

Providence Financial Retirement Show!

Play Episode Listen Later Jun 9, 2025 47:03


We take the time this week to explore the evolving dynamics of retirement planning. Gone are the days when a 30-year tenure at a single company culminated in a comfortable pension and a worry-free retirement. Today, retirees face a complex array of challenges, including inflation, market volatility, and the gradual disappearance of traditional pension plans.​ We delve into how the Federal Reserve's monetary policies influence interest rates, impacting both savings and investment returns. We also discuss the shift from defined benefit to defined contribution plans, placing more responsibility on individuals to manage their retirement savings effectively.​ With life expectancies extending into the late 80s and beyond, the need for a sustainable retirement income strategy has never been more critical. We also address your listener questions, providing insights into creating a resilient financial plan that accounts for longer lifespans, healthcare costs, and the need for income distribution strategies that adapt to changing economic conditions.​ 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/ ​

Divorce Master Radio
What to Do About Retirement Plans That Were Shared During Marriage? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later Jun 7, 2025 1:44


The Property Academy Podcast
I built a secure retirement plan in my 60s – here's how⎥Ep. 2096

The Property Academy Podcast

Play Episode Listen Later Jun 7, 2025 18:31


In this episode, we discuss how Mark – a 63-year-old Tauranga pizza shop owner – built a secure retirement plan later in life, even after making some costly property investment mistakes.Hear how he sold his properties too early and missed out on hundreds of thousands in capital gainsWhy he's jumped back into the market in his 60s and how he's planning to grow his equity by another $1 millionWhat he'd tell his 35-year-old self … and what you can learn from itThis is a powerful case study for anyone thinking “is it too late for me?” Spoiler: it's not.Want to start your own investment journey? Check out our guide to investment property in NZ.Don't forget to ⁠⁠⁠⁠create your free Opes+ account here⁠⁠⁠⁠.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Coffee with Your Retirement Coach
Don't Make These Roth Conversion Mistakes!

Coffee with Your Retirement Coach

Play Episode Listen Later Jun 6, 2025 24:40


Does the phrase “tax-free” curl your toes? Then you'll want to grab your mug and join the team for this episode focused on Roth conversions — and more importantly, the mistakes people often make when trying to convert retirement funds to a Roth account. Your hosts Aaron, Nic, and Randy bring their signature blend of insight, humor, and clarity to help you avoid costly missteps and understand the strategic importance of Roth conversions done right.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Jun 5, 2025 23:46


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

Business Innovators Radio
Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans

Business Innovators Radio

Play Episode Listen Later Jun 5, 2025 23:46


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

Re-Engineering Your Finances Podcast
Turning Savings Into A Real Retirement Plan

Re-Engineering Your Finances Podcast

Play Episode Listen Later Jun 5, 2025 15:43


We got a thoughtful question from Amanda last week, who said: ‘I've been saving for retirement, but I've never actually made a plan.' And she's not alone. There are plenty of people who've built solid savings but haven't connected the dots to what retirement will actually look like. So today, we're talking about the first steps to turn good saving into a great retirement plan.   Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705   Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

Your Financial EKG™ with Drew Blackston
Retirement Planning at 65: The Truth About Healthcare Costs

Your Financial EKG™ with Drew Blackston

Play Episode Listen Later Jun 4, 2025 13:20


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

IA Forward
Cash Out vs. Cash Flow: What is Your Retirement Plan?

IA Forward

Play Episode Listen Later Jun 3, 2025 28:59 Transcription Available


Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risks of “staying on” after the sale.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Retirement Key Radio
5 Benefits of a Comprehensive Retirement Plan

Retirement Key Radio

Play Episode Listen Later Jun 3, 2025 17:05


How can you transition seamlessly from accumulating wealth to living off it in retirement? Abe Abich goes through the crucial shift from phase one financial planning to phase two: mastering income generation, mitigating taxes, managing risks, and building a legacy. Through thoughtful discussions, listeners will uncover the importance of clarity, stability, and planning in navigating the complexities of post-work life. Whether you’re tackling income stability, tax efficiency, or passing on wealth, this episode offers practical insights to empower retirees in crafting a plan that supports their goals and adapts to life's changes. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The Personal Finance Podcast
My Retirement Plan Charges 1.38% Is It Robbing Me of My Future? (Money Q&A)

The Personal Finance Podcast

Play Episode Listen Later Jun 2, 2025 42:58


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

Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds)

Click here to Shop Affirmation Decks, Oracle Decks, and more!  Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: Because I work for the Universe, my retirement plan is lit.   Today's Oracle of Motivation: If you can live as an inspiration to all who encounter you, you are truly living your light. Profound bliss comes in the form of service to what is right, not the "success" that a traditional career helps you achieve. Enjoy the sparkling lights of the fun and luxury that this world offers, but don't let them distract you. You will always be embraced, nourished, and protected if you honor your magnificent mission to serve Gaia. When you work for the Universe, you'll never be broke, unemployed, or deprived again.   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

Kris Clink's Writing Table
Sue Hincenbergs on Querying, Writing, and Launching Her Debut, The Retirement Plan

Kris Clink's Writing Table

Play Episode Listen Later Jun 2, 2025 22:05


Sue Hincenbergs discusses querying 198 agents and the successful query letter that she shares with other writers. Sue is a former television producer who has worked on multiple award-winning programs. She lives in Toronto with her (very much alive) husband, her scruffy, middle-aged rescue dog, Kramer, and the rooms full of the stuff her three sons left behind when they moved out. The porch light is always on in case one comes by for a visit. The Retirement Plan is her first novel. Learn more at Suehincenbergs.comSpecial thanks to Net Galley for an advance copy. Intro reel, Writing Table Podcast 2024 Outro RecordingFollow the Writing Table:On Twitter/X: @writingtablepcEverywhere else: @writingtablepodcastEmail questions or tell us who you'd like us to invite to the Writing Table: writingtablepodcast@gmail.com.

Bo Sanchez Radio
FULLTANK 2805: Don't Retire: Do These 3 Things Instead (My Anti-Retirement Plan)

Bo Sanchez Radio

Play Episode Listen Later Jun 1, 2025 6:43


Support the show

Money On Tap
The Bear Market Retirement Plan

Money On Tap

Play Episode Listen Later May 31, 2025 56:01


GORE
Invitation to Hell or Our Craven Spring

GORE

Play Episode Listen Later May 31, 2025 99:22


Wicked, Travis, Fae, and Dread chat about Wes Craven's Invitation to Hell.So It's a Nick Cage Movie. Until Death: Oops All Deaths. He Accounted Things. Dog Popcorn Paranoia. A Less Produced Xtro. A Little Baby Ginger. The Killer Kite/Sewer Gator Predicament. Ed and Lorraine Warren's Retirement Plan. Ryan Reynolds Shirtless in the Rain. Renting Books from the Library. Travis Finished the Movie, But It Wasn't the End. 30 Seconds Synopsis by GORE. Murphy's Brown. New Game: Why Did I Die? All Those McNuggets are Dead. Invititted to Hell. “Crazy Eyes” Cassidy. We All Need a Really Good DP. Subspence. Support us on Patreon at patreon.com/GORE13Check out our website created by Baumbie GOREpodcast.comFollow the show on Bluesky @GOREpodcast.bsky.social Email the show at GOREpodcast13@gmail.com

The Invested Dads Podcast
Are You Saving TOO MUCH For Retirement?

The Invested Dads Podcast

Play Episode Listen Later May 29, 2025 22:58 Transcription Available


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!

Where I Left Off
The Retirement Plan with Author Sue Hincenbergs

Where I Left Off

Play Episode Listen Later May 29, 2025 20:39 Transcription Available


Send us a textThanks to author Sue Hincenbergs for joining me to talk about her debut, The Retirement Plan. Follow Sue Hincenbergs:Purchase The Retirement PlanSue's WebsiteFollow her on InstagramBooks discussed in the episode:My Darkest Prayer by SA CosbyBlacktop Wasteland by SA CosbyGet Shorty by Elmore LeonardMost Wonderful Crime of the Year by Ally CarterFor links to the books discussed in this episode, click the link here to take you to the Google Doc to view the list. For episode feedback, future reading and author recommendations, you can text the podcast by clicking the "Send us a message button" above. For more, follow along on Instagram @whereileftoffpod.

Money Matters with Ken Moraif
Capital Gains Taxes And Why Are They So Important To Your Retirement Plan

Money Matters with Ken Moraif

Play Episode Listen Later May 29, 2025 23:27


In this episode of the Retirement Planners of America Podcast, Ken Moraif breaks down the often-misunderstood world of capital gains taxes—what they are, how they differ from ordinary income taxes, and why they play a critical role in a smart retirement strategy. Joined by co-host Jeremy, Ken explains how proper tax planning can help your money last longer by minimizing the taxes you pay on investment income. Learn the difference between IRA, non-IRA, and Roth IRA accounts—and how the order in which you draw from them can significantly impact your financial future.RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. These videos are presented for informational and educational purposes only and should not be construed as personalized investment, financial, or tax advice. Opinions expressed herein are solely those of Retirement Planners of America as of the date of publication and are subject to change without notice.Investing involves risks, including possible loss of principal. Past performance discussed in these videos is no guarantee of future results. Indicators such as the yield curve, building permits, investor sentiment, and credit conditions discussed herein are used for illustrative purposes only and are not reliable predictors of market performance or economic conditions.Viewers should consult their own financial, tax, or investment professionals before making investment decisions. Any reference to specific market events or historical examples is for context only and does not imply an assurance of future results or performance.For more detailed information about Retirement Planners of America's services, investment strategies, and risks, please review our Form ADV Part 2A, available upon request or at adviserinfo.sec.gov.

Financial Planning Explained
Retirement Plan Ideas for Business Owners Part II with Adam Hunt, CFP

Financial Planning Explained

Play Episode Listen Later May 28, 2025 31:51


On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome back Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part two of a two-part series on retirement plan ideas for business owners. In this episode, Adam, Mike and Nick talk about the fundamental basics of 401(k) plans, other types of retirement plans, and interesting tricks to "supercharge" your 401(k) that may be beneficial to business owners. This is a great episode for any small business owner that currently has a 401(k) plan, or is seeking to implement on for their business. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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.** ❌

Coaches, Consultants, and Money
99. The Power of Pausing

Coaches, Consultants, and Money

Play Episode Listen Later May 27, 2025 6:04


Get my Monthly Newsletter here Erica encourages solo consultants to find ways to pause, whether it's taking a week off, a quiet morning, or even a month-long break. She highlights some of the most downloaded episodes for listeners to revisit during the hiatus and wishes everyone a restful and enlightening summer.   00:00 Introduction to the Podcast 00:44 Summer Break Announcement 01:11 The Importance of Pausing 02:30 Personal Reflections on Rest 03:56 Encouragement for Listeners 04:44 Recommended Episodes ____________________ Episodes Referenced: 73. [The Soloist Life] Building a Six-Figure Advisory Business (Working 15 Hours A Week) 85. Understanding Self-Employed Health Insurance with Jessica Skoney 86. Retirement Plans for Consultants ____________________ Connect with Erica | LinkedIn | Website | Newsletter

No Rhyme or Reason Podcast
Is Podcasting the New Rapper Retirement Plan? - No Rhyme or Reason Podcast Ep. 260

No Rhyme or Reason Podcast

Play Episode Listen Later May 26, 2025


In this episode we explore if podcasting is the new retirement plan for rappers. Join our Patreon $5 gets you the Full Video Podcast Unedited - https://patreon.com/nrorpodcast  Go Check out our Music Listen to WordPlay T. Jay's Music - https://youtube.com/@wordplaytjay  Listen to Icarus Gray's Music - https://youtube.com/@IcarusGray  Try our Sponsors Opus Clip - https://opus.pro/?via=wptj Ground News - 40% off - https://check.ground.news/wptj  SubmitHub - https://submithub.com/coupon/wordplaytjay Amazon Music Unlimited - https://tryamazonmusic.com/Qy5x96  Watch Us On YouTube: https://www.youtube.com/@NoRhymeorReasonPodcast  Follow Us on Social Media Follow Icarus Gray - https://instagram.com/icarus_gray   Follow WordPlay T. Jay - https://instagram.com/wordplaytjay 

The Athletic Women's Basketball Show
Diana Taurasi on Paige Bueckers + retirement plans

The Athletic Women's Basketball Show

Play Episode Listen Later May 24, 2025 12:17


Retired WNBA star Diana Taurasi sits down with Ben Pickman as she shares her thoughts on Paige Bueckers adjusting in the WNBA, upcoming CBA negotiations and her future plans in retirement._________________Visit our YouTube page!_________________References:What are WNBA players seeking in the next collective bargaining agreement? by Ben PickmanWNBA's New York Liberty have raised capital at a record valuation of $450 million: Sources by Ben PickmanPaige Bueckers' pro debut in Minnesota was a reflection of her roots and inspiration by Chantel JenningsQ&A: Dawn Staley says Charlamagne tha God convinced her to write her memoir by Chantel Jennings_________________Get in touch! Leave a comment wherever you're listening, or write to us at: NoOffseason@theathletic.comYou can also find us on social media:-Instagram: @tanooffseason-TikTok: @no_offseason-Zena on BlueSky: @zenakeita-Ben on BlueSky: @benpickman-Sabreena on BlueSky: @sabreenajmVisit the Yahoo Women's Sports Hub Hosted on Acast. See acast.com/privacy for more information.

Divorce Master Radio
How to Navigate Retirement Plan Adjustments Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 24, 2025 2:02


#AskPhillip
Big Money, Less Taxes: Smart Ways to Handle One-Time Income

#AskPhillip

Play Episode Listen Later May 23, 2025 14:00


Key Takeaways: Know When Money Comes and Goes Good money planning isn't just about how much you make—it's about when you make it and spend it. If you time it right, you can lower the taxes you owe. Retirement Plans = Double Win Using retirement plans like a SEP or solo 401(k) helps business owners save money for later and pay less in taxes now. It also makes workers happier! Spread Out Big Money Moments If you suddenly make a lot of money (like selling a business), you might have to pay a lot in taxes. But you can sometimes stretch the income over a few years to avoid one giant tax hit. Help With Health = Save on Taxes Using tools like HSAs and FSAs lets employees pay for health stuff tax-free—and it gives the business some tax savings too. It's a win-win! Tax Laws Change—Stay Sharp! The government changes tax rules often. Knowing what's new helps you make smarter money moves and avoid surprises. Chapters: Timestamp Summary 0:00 Complex Cash Flow and Investment Planning Around Taxes 2:48 Strategies for Managing Taxes on One-Time Income Events 5:40 Navigating Tax Incentives and Employee Retention Strategies 7:56 Tax Benefits of Retirement Plans and Health Savings Accounts   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Haws Federal Advisors Podcast
TSP vs. 401(k): Which Retirement Plan Wins?

Haws Federal Advisors Podcast

Play Episode Listen Later May 23, 2025 4:31


Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Moose on The Loose
You have a retirement plan, but do you have an income plan?

Moose on The Loose

Play Episode Listen Later May 22, 2025 11:45


The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today we are talking about the importance of having an income plan on top of a retirement plan. Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://www.retirementloop.ca/webinar Why I prefer low yield vs high yield: https://moosemarkets.com/income

WPRV- Don Sowa's MoneyTalk
A Retirement Plan for the 21st Century

WPRV- Don Sowa's MoneyTalk

Play Episode Listen Later May 22, 2025 42:20


The 401(k) has been the primary retirement savings vehicle for decades, but with workers frequently changing jobs and cashing out their small 401(k)s, many believe itâs time for a solution more fitting for the times. Donna and Nathan discuss some of the proposals circulating for a new workplace retirement plan to help fill the gap in retirement savings. Also on MoneyTalk, 7 milestone ages in retirement, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/20/2025; Original Air Date: 2/20/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

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.** ❌

The Planning For Retirement Podcast
78: Give Now or Give Later? The Million-Dollar Question (Whiteboard Retirement Plan Volume 6)

The Planning For Retirement Podcast

Play Episode Listen Later May 20, 2025 57:06


Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠There is a lot of focus in the financial advice industry related to the “Accumulation Phase.” In the beginning, you're trying to save as much as possible as you start your careers.  Then you gain some traction and start building up a nice nest egg. As your income increases, maybe you start to think about the tax impact of your savings.  And finally, you really start to focus in on how much you “need” or “want” before you stop the accumulation phase. The problem is that it continues to be a moving target based on your lifestyle changes, inflation, the markets, or ultimately, the unknown about how long you might live!But when is enough “enough?”   It's easy to have the blinders on and just focus on building up as large of a nest egg as possible. As a result, many pre-retirees and retirees fail to think through the distribution phase…or in other words, the decumulation phase.And many of the folks we serve are surprised to find out they have a SURPLUS in retirement. Meaning, it's going to be hard for them to spend all their nest egg during their lifetime (not a bad problem to have).In today's Whiteboard Retirement Plan breakdown, we'll look at Bruce and Jennifer Lee, who are 62/61 and looking to retire in January of 2026…We'll show you WHY they have a surplus and ultimately discuss some strategies to help them optimize for today, as well as maximize their legacy to their 2 adult children.I hope you enjoy it.-Kevin Connect with me here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and should not be considered as tax, legal or investment advice.

Financial Planning Explained
Retirement Plan Ideas for Business Owners Part I with Adam Hunt, CFP

Financial Planning Explained

Play Episode Listen Later May 20, 2025 29:56


On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part one of a two-part series on retirement plan ideas for business owners. In this episode, Adam, Mike and Nick discuss the importance of a third party administrator as we see the growth of 401(k) being offered in businesses across the United States. The guys then discuss the SECURE 2.0 Act and the changes that it made to retirement plans. This is a great episode for any small business owner that currently has a 401(k) plan, or is seeking to implement on for their business. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Divorce Master Radio
How to Navigate Retirement Plan Adjustments Post-Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 20, 2025 1:32


Ones Ready
Ep 472: The Air Force Just Ghosted Your Bonus and Retirement Plans

Ones Ready

Play Episode Listen Later May 16, 2025 9:39


Send us a textIn this high-velocity “WTF is happening?” episode of the Ones Ready podcast, Jared pulls no punches breaking down the latest Pentagon finance dumpster fire—because apparently, the Air Force's solution to a budget shortfall is to hit pause on YOUR retirement and nuke the Selective Retention Bonus mid-fiscal year. Classic.We're talking cancelled bonuses, delayed separation orders, SkillBridge chaos, and the mind-blowing revelation that even the Chief Master Sergeant of the Air Force got blindsided. If you thought Big Blue had a plan, lol, think again.This isn't normal. This isn't routine. And it sure as hell isn't okay. Jared brings receipts, ETP breakdowns, and a warning to every operator banking on a transition plan that just went up in bureaucratic flames.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Cameron Bryant of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later May 15, 2025 22:40


Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans, Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan .Learn More:https://federalemployeeadvocates.com/Cameron/https://www.linkedin.com/in/cameron-bryant-48b51014/949-412-3534Cameron@ FederalEmployeeAdvocates.netPlease be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates

The Block Party with Seth Kushner
Pat Maroon on His Career, Retirement Plans and Nikita Kucherov

The Block Party with Seth Kushner

Play Episode Listen Later May 7, 2025 64:12


On this week’s Block Party presented by Jai Alai IPA, Greg Wolf and Braydon Coburn are joined by former Tampa Bay Lightning forward Pat Maroon. They discuss his emotional journey through the NHL, memorable moments from his playoff experiences, the significance of bonding with teammates, and the need for adaptation in a player's career. Maroon's insights provide a deeper understanding of what it takes to succeed in professional hockey and the personal growth that comes from overcoming challenges. They discuss the challenges faced of winning the Stanley Cup during the Bubble, his potential future in broadcasting and how good of a teammate Nikita Kucherov is.See omnystudio.com/listener for privacy information.