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31 episodes with retirement readiness
30 episodes with retirement readiness
16 episodes with retirement readiness
12 episodes with retirement readiness
7 episodes with retirement readiness
3 episodes with retirement readiness
3 episodes with retirement readiness
3 episodes with retirement readiness
3 episodes with retirement readiness
In this episode of Boldin Your Money, Steve Chen sits down with Geoff Schmidt, the creator behind the wildly popular YouTube channel Holy Schmidt. Geoff shares his inspiring journey from Wall Street to YouTube, sparked by a mission to help his father and ultimately millions better understand retirement planning. With over 350 videos and 335K+ subscribers, Geoff offers powerful insights on financial literacy, Social Security, blind spots in retirement, and building wealth with clarity and intention. A must-listen for anyone navigating retirement planning or curious about becoming a trusted voice in personal finance.
Most people think a full bank account means full retirement readiness, but it's just the beginning. In this episode, Scott outlines the three essential keys you must consider before retirement. These points will help you determine whether you're set for a smooth, confident transition or if there are gaps you still need to address. Find out how to assess your readiness using our practical 1–10 scoring system to help you identify exactly where you stand. Here's what we cover in this episode:
Planning for retirement can feel overwhelming, but it doesn't have to be. In this episode of Your Money. Your Mission., host Kelly Mould joins Greg King, VP Wealth Advisor, to break down the essential steps to becoming retirement ready. Greg offers valuable insights into the what, why, when and how of retirement planning. Whether you're just starting your career or approaching retirement, this episode provides actionable advice to help you navigate each step with confidence. For more tips, please download our Retirement Readiness guide to learn how to make informed, forward-focused decisions to ensure a smooth transition into retirement.
In this episode of the Retirement Playbook, Rick Hughes discusses essential strategies for retirement planning, including the importance of education on Medicare, navigating market volatility, understanding annuities, assessing retirement readiness, and addressing concerns about Social Security. They emphasize the need for a customized retirement plan and proactive communication with financial advisors to ensure a secure financial future. Join Rick and Granger Hughes for their next event on May 13 - Understanding Medicare, Maximize Social Security & Minimize Taxes and Guard Your Life Saving Against Market Volatility. Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/See omnystudio.com/listener for privacy information.
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In this episode, we discuss: Financial vs. non-financial retirement readiness Why your income strategy is key Considerations for long term care insurance How to prepare for financial change in retirement Today's article is from The Retirement Manifesto titled, 3 Levels of Retirement Readiness: Where Do You Stand? Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: RetireWithPurpose.com/492
Retiring can be a difficult transition, but good financial and psychological planning may help. Today, John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, welcome Fritz Gilbert, author of “Keys to A Successful Retirement” and founder of the popular blog “The Retirement Manifesto.” Fritz outlines his 3 levels of retirement readiness that can help smooth your transition into retirement. Listening Time: 22 minutes
Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you're truly ready to retire. Learn why asset allocation is critical, when to consider shifting from stocks to bonds, and whether cash can possibly replace bonds in a portfolio. Tackle real-world scenarios like handling inherited trusts, making tax-efficient withdrawals, and building a financial team to navigate a major windfall. Examine strategies to seek to protect investments, manage risk, and make smart decisions about long-term care. By answering listener questions and offering practical insights, Wes Moss and Christa DiBiase explore the financial clarity you need to retire sooner and smarter.
For more information and show notes visit: https://bwmplanning.com/post/96In the previous episode, we discussed the accelerating trend of retirement in the oil and gas sector and what it means for professionals at various stages of their careers. Now, we're taking it a step further by helping you assess your own retirement readiness.Are you wondering if you have enough assets to make work optional? Should you consider taking that severance package? We unpack these questions and more, providing you with the tools to evaluate your financial situation effectively.Here's a sneak peek of what we cover in this episode:Assessing Your Assets: Do you have enough to retire comfortably? We discuss the importance of understanding your financial landscape.The 4% Rule: We break down this popular guideline and its implications for your retirement planning.Understanding Your Spending: How to accurately gauge your expenses now and in the future, and why this is crucial for your retirement strategy.Tax Strategies: We explore the unique tax opportunities available to oil and gas professionals and how to navigate them effectively.Retirement is not just an event; it's an ongoing process that requires careful planning and adjustment.As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com. Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
Tripp Limehouse discusses the complexities of retirement planning in 2025, emphasizing the importance of protecting retirement savings amidst market volatility. He outlines strategies for intelligent risk management, the necessity of hedging against losses, and the significance of planning for longevity. The conversation also highlights the need for a comprehensive retirement plan that balances risk and growth, and the key indicators of retirement readiness. The conversation also highlights the significance of estate planning, debt reduction, and the need for a personalized retirement income. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
Some people nearing retirement can retire a lot sooner than expected, but is it something everyone should do? In this episode, Frank and Frankie Guida dive into the delicate balance between work and retirement, emphasizing the importance of financial planning. They discuss how careful analysis and strategic planning can reveal whether individuals can retire early without sacrificing their lifestyle. Frank and Frankie share a story of a couple who, through efficient saving and smart financial decisions, discovered they could retire sooner than anticipated with a comfortable income. They highlight the significant impact of planning on retirement decisions and provide some examples of how some people could achieve financial freedom sooner. Connect with the team at A Better Way Financial to see if retiring early is right for you! Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”See omnystudio.com/listener for privacy information.
Christine Benz is the director of personal finance and retirement planning for Morningstar. Her new book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement," explores the financial and softer emotional side of retirement.Christine talks about retirement portfolio planning and different income styles for the decumulation phase, the need to think of retirement as a series of stages and not as a hard stop, and how financial professionals can incorporate purpose and values into their conversations with clients.Go to the Morningstar website to learn more about Christine's book See more retirement risk management insights from Allianz ... Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website are being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Annuities can help you meet your long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.
Robert Powell, CFP®, is an award-winning financial journalist whose work appears regularly in USA TODAY, The Wall Street Journal, and MarketWatch. He is the editor and publisher of TheStreet.com's Retirement Daily and serves as editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal.Robert talks about the crisis facing tomorrow's retirees, who aren't preparing well enough to maintain their pre-retirement lifestyle; the ways that financial professionals can help; how an “elder plan” differs from a retirement plan; and why he has “the most depressing job in America.”See Robert on MarketwatchGo to Decoding Retirement podcastSee more retirement risk management insights from Allianz...Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website are being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Annuities can help you meet your long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.
Dr. Joelle Saad-Lessler is an Industry Professor and Associate Dean of Undergraduate Studies in the School of Business at Stevens Institute of Technology, New Jersey. With a specialty in the economics of retirement, she's researched the American retirement savings system and the shortfall in American workers' savings.Dr. Saad-Lessler talks about why Gen Xers are falling behind on retirement readiness, how their situation differs from boomers and millennials, and what financial professionals can do to help them make up the difference.Go to Saad-Lessler's academic profile page See more retirement risk management insights from Allianz...Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website are being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.Diversification does not ensure a profit or protect against loss.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Annuities can help you meet your long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.
Stig Nybo is not afraid to admit that he's made mistakes. He's also happy to have been part of a movement that improved the thinking around retirement savings. Nybo, a keynote speaker at the Employee Benefit Plans Accounting, Auditing, and Regulatory Update, a Dec. 4-5 virtual event, co-wrote the book Transform Tomorrow: Awakening The Super Saver in Pursuit of Retirement Readiness. In this episode of the JofA podcast, Nybo talks about finding passion at work, why attempts to fix things can lead to breaking other things, and the “entire ecosystem” that's aiming to drive better retirement-savings habits. What you'll learn from this episode: · The circumstances that led to Nybo co-authoring a book emphasizing saving for retirement. · The 2019 JofA podcast guest that Nybo interviewed for his book. · Why his message is about more than saving, creating retirement plans, or auditing such plans. · Why he agrees with the words of Mark Twain when it comes to career choice. · The issues Nybo and others aimed to fix related to retirement saving – and what got “broken” in that process.
Today's podcast is a big one that covers a lot of ground! - My wakeup call about my retirement preparation - The pivotal moment that created a change of direction and priority - The alarming data about women and superannuation - What retirement is really about - The relationship between retirement and your long term goals - How to enter your financial glow up phase! I hope you enjoy this episode, please send me a DM with your biggest insight. https://www.instagram.com/welldesignedwealth Here's to your financial and retirement success Jess xx
Market Breadth, Yield Curves & A Slow Start to October The Money Wise guys are back with a new episode this week, starting with a review of last week's numbers from Wall Street. The Dow was up 1.2%, the S&P 500 was up 1.1%, and the NASDAQ was up 1.1%. YTD the Dow is up 13.7%, the S&P is up 21.9%, and the NASDAQ is up 22.2%. Though it was the Dow that had the biggest Q3, we're seeing the NASDAQ pull away these last few weeks. The Magnificent 7 wasn't getting quite as much love in Q3, and the Money Wise guys are pleased to see market performance starting to broaden out. They share an eye-opening stat on market breadth: more than 400 stocks in the S&P 500 boast prices above their 200-day moving averages. October had a negative start, possibly because of the yield curve in late Q2 in anticipation of Fed rate cuts, and the guys discuss what that means. What Is a Yield Curve? Since we don't like to use jargon without fully explaining, let's dig into some yield curve basics. A yield curve is a line that plots the yields or interest rates of bonds that have equal credit quality but different maturity dates. The slope of a yield curve predicts the direction of interest rates and the economic expansion or contraction that could result. Check out a few yield curve scenarios - and what they could mean - here. In the second hour, the Money Wise guys share a helpful ‘Are You Ready for Retirement?' quiz. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds of issues people may encounter when planning for retirement and the potential impact of market changes. Listen to gain a better understanding of how to approach your own retirement strategy. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds of issues people may encounter when planning for retirement and the potential impact of market changes. Listen to gain a better understanding of how to approach your own retirement strategy. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
Chet Bennetts explains how the results of a financial literacy survey focused on retirement finances impacts the way they are taught today.
In this episode of Financial Safari, Coach Pete and his guests discuss the complexities of retirement planning, focusing on taxes, income strategies, and the importance of having a comprehensive lifetime income plan. They emphasize the need for proactive tax planning, understanding the implications of longevity on retirement savings, and the necessity of navigating financial blind spots to ensure a secure financial future. The conversation also highlights the significance of having multiple streams of income and the role of life insurance in retirement planning. In this conversation, the speakers discuss the importance of modern technology in financial planning, emphasizing the convenience of webinars over traditional seminars. They delve into the significance of retirement income planning, personal financial needs, and the reality of income requirements in retirement. The discussion also covers the impact of inflation and market volatility on retirement planning, the necessity for control in financial decisions, and strategies for maximizing pensions. The conversation concludes with a focus on the importance of strategic planning sessions to ensure a secure financial future.See omnystudio.com/listener for privacy information.
Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various financial terms in plain English. Carl's situation as a 58-year-old with a diversified $1.1 million nest egg, seeking advice on overcoming the fear of retiring despite having solid financial resources, zero debt, and multiple income streams from pensions and investments. John's inquiry about the implications of cashing in a 30-year-old MetLife whole life policy, including tax considerations, potential impacts on medical insurance premiums, and alternative ways to reinvest the funds. Ken from Florida's strategy on maximizing retirement savings through Roth and Pre-Tax 401k contributions, the benefits of Roth IRA versus Roth 401k, and navigating contribution limits to optimize tax efficiency and investment options. Shawn's quest to understand the best methods for locking in a 6% return over the long term, exploring various investment vehicles and strategies. Patrick's interest in the tax implications of holding equity investments in a non-tax-advantaged account, specifically using an S&P index fund, and how gains would be reported and taxed. If you're thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the “Ask A Question” menu selection. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://www.carrolladvisory.com/ Contact John's team at https://www.rossandshoalmire.com/
In this episode of The Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth delve into an intriguing case study that highlights the dynamic nature of retirement planning. The episode explores how they initially advised a client against an early retirement, only to reassess and recommend retirement just a few months later. This swift turnaround was unprecedented in their experience, showcasing how rapidly financial circumstances can evolve and the importance of ongoing evaluation in wealth management. Nick and Jim share insights into the factors that influenced this dramatic shift and the lessons learned from guiding their client through this unique situation. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com
In this episode of Protect Your Assets, The Sandman discusses how to prepare for a comfortable retirement. Through the story of a client named Mark, David highlights the importance of comprehensive financial planning, addressing concerns about savings, healthcare costs, and long-term care. Learn practical steps to help make sure your retirement plans stay on track and avoid common financial pitfalls. Tune in for advice on navigating the complexities of retirement planning. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
In this episode of Protect Your Assets, The Sandman discusses how to prepare for a comfortable retirement. Through the story of a client named Mark, David highlights the importance of comprehensive financial planning, addressing concerns about savings, healthcare costs, and long-term care. Learn practical steps to help make sure your retirement plans stay on track and avoid common financial pitfalls. Tune in for advice on navigating the complexities of retirement planning. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
Panera said it would stop selling Charged Sips its caffeinated lemonades at the center of wrongful death lawsuits brought by the families of two people who they say died of cardiac arrest after drinking the bevs, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks Lodge
Panera said it would stop selling Charged Sips its caffeinated lemonades at the center of wrongful death lawsuits brought by the families of two people who they say died of cardiac arrest after drinking the bevs, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks LodgeSee omnystudio.com/listener for privacy information.
Markets are lifting today in part by declining Treasury Yields, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks Lodge
Markets are lifting today in part by declining Treasury Yields, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks LodgeSee omnystudio.com/listener for privacy information.
Stocks opened higher Precipitated by a softer than expected Goldilocks jobs report that helped spur bets toward a September Rate Cut from the Federal Reserve, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks Lodge
Stocks opened higher Precipitated by a softer than expected Goldilocks jobs report that helped spur bets toward a September Rate Cut from the Federal Reserve, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks LodgeSee omnystudio.com/listener for privacy information.
What Should You Consider in Retirement, Real Estate in Retirement, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks Lodge
Fed Chair Jerome Powell essentially ruled out an Interest Rate Hike as the central bank's next move despite few recent signs of easing inflation, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks Lodge
Domino's promotions Drive Pizza Orders with Carry Out Boost weeks that provide 50 percent week long discounts, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the Wealth Preservation and Retirement Planning seminar with Chad Burton Thursday May 9th 6:30pm at the Palo Alto Elks Lodge
This week on Upticks, join Jake and Cory as they explore a multitude of topics that all could have an impact on your financial life. Jake and Cory discuss Bernie Sanders' perspective on retirement readiness, the power of compound interest, and insights into long-term wealth accumulation. They share their opinions on prioritizing happiness over money, even if it means taking a lower-paying job. Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way! To subscribe to our newsletter, please email luke@falconwealthadvisors.com If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 15 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics. In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees. Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them. Visit Our Website https://www.falconwealthadvisors.com/ Listen to our Podcasts https://www.falconwealthadvisors.com/content.html We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #fwa
S and P 500 slid below the flatline, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Readiness, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
What to focus on with Your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
What to focus on with your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Looking at the S and P 500, What is the Four Percent Rule, EP Wealth CFP Chad Burton discusses Retirement Readiness
Getting Ready for Retirement five years out and more, EP Wealth CFP Chad Burton discusses Retirement Readiness, More Helpful Highlights from this year so far
Plans for not working Till The Day You Die, EP Wealth CFP Chad Burton discusses Retirement Readiness, Briefing.com Strategist Patrick O'Hare Talks About the Markets
CPI Stengthens showing More Inflation and what that means, Deciding on which Stocks to Pick, EP Wealth CFP Chad Burton discusses Retirement Readiness,
EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob talk about Tips on Preparing for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm
There is a new dating app just in time for Valentine's Day for people with Good Credit Scores, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30p
EP Wealth CFP Chad Burton discusses Retirement Readiness, Helpful Easy Ideas on how to Plan for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm
EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob talk about Tips Towards Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm
EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob discuss getting on top of your Money Matters, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm
EP Wealth CFP Chad Burton discusses Retirement Readiness, Breaking Down into Easy Ideas how to Plan for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm
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Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded status, contribution activity, and asset allocation for both defined-benefit and defined-contribution plans. He also works directly with plan sponsors on issues specific to their retirement plans. Mike has worked at Goldman Sachs for more than 24 years in a variety of roles focusing on capital markets, asset allocation, and investment strategy. He is a CFA charterholder and has an MBA in finance from New York University's Stern School of Business, as well as a B.S. in accounting from Villanova University. Mike can speak to a wide range of retirement-related issues, but he is here today to discuss Goldman's most recent retirement survey and insights report, titled “Diving Deeper Into the Financial Vortex: A Way Forward.”BackgroundBioSurveyRetirement Survey and Insights Reports 2023: “Diving Deeper Into the Financial Vortex: A Way Forward,” Goldman Sachs Asset Management, gsam.com, 2023.Retirement Survey and Insights Report 2022: “Navigating the Financial Vortex: Women & Retirement Security,” Goldman Sachs Asset Management, gsam.com, 2022.“Retirement Survey and Insights Report 2021,” Goldman Sachs Asset Management, gsam.com, 2021.“Despite Low Financial Literacy, Many Americans Manage Their Own Retirement,” Goldman Sachs, goldmansachs.com, Oct. 18, 2023.Financial Vortex“Financial Vortex Contributes to Looming U.S. Retirement Shortfalls,” by Michael Moran, fa-mag.com, Nov. 11, 2022.“How to Avoid a ‘Financial Vortex' in Retirement, According to Goldman Sachs,” by Alyssa Place, benefitnews.com, Sept. 19, 2023.Investment Options“No Time for Corporate Pension Complacency: An Interview With Michael Moran,” by Michael Moran, gsam.com, April 20, 2023.“Why Most Americans Aren't Saving Enough for Retirement,” Goldman Sachs Exchanges podcast with Mike Moran, goldmansachs.com, Oct. 3, 2023.OtherNextCapital GroupSurvey of Consumer Finances
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