Podcasts about rmd

  • 497PODCASTS
  • 13,051EPISODES
  • 28mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Nov 29, 2023LATEST

POPULARITY

20162017201820192020202120222023

Categories



Best podcasts about rmd

Show all podcasts related to rmd

Latest podcast episodes about rmd

The Real Investment Show Podcast
What Would Charlie Munger Do? (11/29/23)

The Real Investment Show Podcast

Play Episode Listen Later Nov 29, 2023 46:06


(11/29/23) Berkshire Hathaway #2 man, Charlie Munger has passed at age 99; Danny & Jon review his greatest quotes & investing philosophies; Mark Cuben divests his majority stake in the Dallas Mavericks; market & economic numbers commentary; chances for rate cuts by June are on the rise; Cyber Monday sales up +9%, but consumers purchased fewer items. Quoting Charlie Munger: Understanding what you own, sitting & thinking,    wealth = independence, importance of continually learning, passion vs brains. Where's Lance? Peppermint patties & frozen Twinkies; financial to-do list: checking beneficiaries, reviewing estate plan, do the will, check annuities; also, RMD's, tax-loss harvesting, last minute contributions to charity, HSA vs FSA, and Roth conversions. SEG-1: Mark Cuban divests, Charlie Munger dies; Market review, economics preview SEG-2: Favorite Quotes & Quips from Charlie Munger SEG-3: Where's Lance & Year-end Things To Do SEG-4: Financial Prep for 2024 Hosted by RIA Advisors' Senior Financial Advisors Danny Ratliff, CFP, & Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=2Hd51fQl49A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=387s -------- The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: https://www.youtube.com/watch?v=ZMOtmA1IJ8w&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "If You Think You Made Too Much Money this Year..." https://www.youtube.com/watch?v=mn5EV_97zQk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles Mentioned in this Show: "S&P 500 Market Returns And Why Your Performance Is Worse" https://realinvestmentadvice.com/sp-500-market-returns-and-why-your-performance-is-worse/ "Complacency Seems Overly Complacent" https://realinvestmentadvice.com/complacency-seems-overly-complacent/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CharlieMunger #BerkshireHathaway #MarkCuban #ConsumerSpending #RothIRA #Roth401k #FSA #HSA #EstatePlan #Markets #Money #Investing

Wine and Dime
What Issues Should I Consider Before the End of the Year?

Wine and Dime

Play Episode Listen Later Nov 29, 2023 14:06


Amy Irvine discusses important financial considerations to keep in mind before the end of the year. She covers topics such as unrealized investment losses, capital gain distributions, required minimum distributions (RMDs), qualified charitable distributions (QCDs), income and tax planning, capital gains, thresholds for tax brackets and Medicare premiums, business expenses, retirement plans, changes in marital status, maximizing health savings accounts (HSAs), insurance planning, estate planning, and financial aid strategies for college.Remember, just like a good bottle of wine, the Wine and Dime Podcast gets better with time. So don't forget to rate and subscribe to our show, where we blend the flavors of wine and personal finance to help you achieve financial freedom! If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!Key Takeaways:Consider taking losses on unrealized investments in taxable accounts before the end of the year.Include end-of-year capital gain distributions in tax estimates for taxable accounts.Ensure compliance with RMD requirements, including from inherited IRAs.Utilize QCDs for charitable giving to avoid claiming income from IRA donations.Plan for future income changes and consider IRA contributions, conversions, and Roth contributions.Utilize carry forward losses and be aware of tax thresholds for various deductions and surcharges.Consider maximizing charitable contributions to potentially itemize tax returns.Evaluate income tax implications of future windfalls or stock options.Explore QBI deductions for pass-through income from businesses.Consider deferring or accelerating business expenses to optimize tax liability.Update W-4 forms after changes in marital status to avoid unexpected tax bills.Maximize contributions to HSAs, retirement plans, and 529 plans before year-end.Utilize FSA funds before the end of the year and be aware of rollover and grace period options.Review estate plans for changes in family or assets and consider annual exclusion gifts.Implement financial aid strategies for college, such as reducing income in specific years.Links to the Checklists Mentioned in this episodeImportant Numbers 2024Important Numbers 2023What Issues Should I Consider Before the End of the Year?This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help. Visit www.rootedpg.com to learn more.

Lance Roberts' Real Investment Hour
What Would Charlie Munger Do? (11/29/23)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 29, 2023 46:05


(11/29/23) Berkshire Hathaway #2 man, Charlie Munger has passed at age 99; Danny & Jon review his greatest quotes & investing philosophies; Mark Cuben divests his majority stake in the Dallas Mavericks; market & economic numbers commentary; chances for rate cuts by June are on the rise; Cyber Monday sales up +9%, but consumers purchased fewer items. Quoting Charlie Munger: Understanding what you own, sitting & thinking, wealth = independence, importance of continually learning, passion vs brains. Where's Lance? Peppermint patties & frozen Twinkies; financial to-do list: checking beneficiaries, reviewing estate plan, do the will, check annuities; also, RMD's, tax-loss harvesting, last minute contributions to charity, HSA vs FSA, and Roth conversions. SEG-1: Mark Cuban divests, Charlie Munger dies; Market review, economics preview SEG-2: Favorite Quotes & Quips from Charlie Munger SEG-3: Where's Lance & Year-end Things To Do SEG-4: Financial Prep for 2024 Hosted by RIA Advisors' Senior Financial Advisors Danny Ratliff, CFP, & Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=2Hd51fQl49A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=387s -------- The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: https://www.youtube.com/watch?v=ZMOtmA1IJ8w&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "If You Think You Made Too Much Money this Year..." https://www.youtube.com/watch?v=mn5EV_97zQk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles Mentioned in this Show: "S&P 500 Market Returns And Why Your Performance Is Worse" https://realinvestmentadvice.com/sp-500-market-returns-and-why-your-performance-is-worse/ "Complacency Seems Overly Complacent" https://realinvestmentadvice.com/complacency-seems-overly-complacent/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CharlieMunger #BerkshireHathaway #MarkCuban #ConsumerSpending #RothIRA #Roth401k #FSA #HSA #EstatePlan #Markets #Money #Investing

Cruising Through Retirement with Kevin Brucher
Cruising Through Retirement Kevin Brucher has some great suggestions including remembering to take RMD's to tax mitigating strategies to help wrap up 2023 and get ready for 2024.

Cruising Through Retirement with Kevin Brucher

Play Episode Listen Later Nov 22, 2023 36:25


The new year is around the corner and that means now is a great time to make sure your retirement and income plan are where they need to be. Kevin Brucher has some great suggestions including remembering to take RMD's to tax mitigating strategies to help wrap up 2023 and get ready for 2024. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

Financial Revelations
(EP 96) Generosity and Thanksgiving

Financial Revelations

Play Episode Listen Later Nov 22, 2023 17:03


Today on Financial Revelations David reminds those who are over 72.5 years old that they need to take out their Required Minimum Distribution (RMD). He also talks about how you can make Qualified Charitable Distributions once you are in RMD status. Some perks of using this as a distribution are: No taxes taken from it Goes directly to your charity of choice You get a 25% tax break "A generous person will prosper, those who refresh others will themselves be refreshed" Proverbs 11:25 "God loves a cheerful giver" 2 Cor 9:6-7 On the eve of Thanksgiving, David wants to encourage those who can to be charitable and generous with their time and money. Examples of little ways everyone can help: Tip a little more at dinner Give to Angel Tree Give a gift card to a single parent or widow Become a monthly supporter to a local mission/missionary Help fund a mission trip As always you can hear David every Thursday on WCRF Cleveland 103.3 or on the Moody Radio App. You can reach us at (800) 344-2354 Email your questions to Kory@epsf.com   To support the well digs in Brazil: Nativosusa.org GoFundMe

Behind The Wealth with Roger Abel
Answering The Internet's Most Searched Questions

Behind The Wealth with Roger Abel

Play Episode Listen Later Nov 22, 2023 35:28


On this week's episode, Roger and Elias answer the internet's most searched personal finance questions.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Dollar cost averaging involves continuous investment in securities  regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure profit and does not  protect against loss.  Economic forecasts set forth may not develop as predicted and there  can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are  suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Consult your tax professional about eligibility to Roth and Traditional IRA  contributions. Contributions and earnings in a Roth IRA can be withdrawn  without paying taxes and penalties if the account owner is at least 59 ½  and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult your tax advisor before investing.  Data Sources:  Google Trends Experian Personal Capital Agricultural Marketing Service

Clinician's Roundtable
Diving into the Details of Bile Acids, Lipids, and Nucleotides in Psoriatic Arthritis

Clinician's Roundtable

Play Episode Listen Later Nov 21, 2023


Host: Charles Turck, PharmD, BCPS, BCCCP Guest: Ananta Paine, PhD The diagnosis of psoriatic arthritis has not been easy due to the lack of knowledge about an established biomarker. To learn more, join Dr. Charles Turck as he speaks with Dr. Ananta Piane, Principal Investigator and Research Assistant Professor at the University of Rochester Medical Center in Rochester, New York, to discuss his 500-patient cohort study to find out if there are underlying differences of psoriasis patients who did not convert to psoriatic arthritis with those who did.

NeuroFrontiers
Adverse Childhood and Lifespan Stressors Take a Toll on MS Disease Severity

NeuroFrontiers

Play Episode Listen Later Nov 21, 2023


Host: Andrew Wilner, MD, FACP, FAAN Guest: Carri Polick, PhD, RN Two recent studies linked childhood stress and stressors experienced across the lifespan to the severity of multiple sclerosis (MS) symptoms. In fact, both childhood and adult stressors were associated with MS disability and the so-called invisible symptoms of pain interference and psychiatric morbidity while only adult stressors were related to relapse burden. Joining Dr. Andrew Wilner to discuss these findings and how they may shift our approach to caring for patients with MS is Dr. Carri Polick, a postdoctoral fellow and VA scholar in the Duke National Clinician Scholars Program.

phd ms md va disease childhood pediatrics toll lifespan adverse severity stressors rmd reachmd psychiatry and mental health neurology and neurosurgery neurofrontiers
ReachMD CME
KOL Knockout™: Cancer Pain Management Edition

ReachMD CME

Play Episode Listen Later Nov 21, 2023


CME credits: 1.50 Valid until: 21-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/kol-knockouttm-cancer-pain-management-edition/15994/ This enduring program of the live-virtual symposium will focus on the challenges of managing cancer pain using the Evolve KOL Knockout™ case-based format. The key opinion leaders (KOLs) will be challenged by the host/moderator to diagnose and manage patient scenarios with varying levels of difficulty. Learners will vote on the winner of each case presentation round and the moderator will declare a match winner at the conclusion. There will be learning, laughter, and only one KOL left standing! =

GI Insights
Hope on the Horizon: The Evaluation and Treatment of Fecal Incontinence

GI Insights

Play Episode Listen Later Nov 21, 2023


Host: Peter Buch, MD, FACG, AGAF, FACP Guest: Kyle Staller, MD, MPH Unfortunately, there are not a lot of specific pharmacologic agents for incontinent patients; however, using typical antidiarrheal therapies can be helpful for patients who have diarrhea. So what other treatment options should we know about? To learn more, join Dr. Peter Buch as he speaks with Dr. Kyle Staller, Assistant Professor of Medicine at Harvard Medical School and Director of the Gastrointestinal Motility Laboratory at Mass General.

Clinician's Roundtable
Discovering the Link Between GLP-1 Receptor Agonists and Weight Loss in Patients with HIV

Clinician's Roundtable

Play Episode Listen Later Nov 21, 2023


Host: Charles Turck, PharmD, BCPS, BCCCP Emerging data over the years has shown the role of GLP-1 receptor agonists, not only in terms of their initial role in managing diabetes and blood sugar but also the secondary benefit of sometimes massive amounts of weight loss. However, there hasn't been a tremendous number of studies looking at the use of these agents in patients with HIV. Join Dr. Charles Turck as he dives into the data further with Dr. Darcy Wooten, Clinical Professor of Medicine and a Program Director for the University of California San Diego ID Fellowship Training Program in the Division of Infectious Diseases and Global Public Health.

GI Insights
The Updated Role of Non-Invasive Biomarkers in MASLD

GI Insights

Play Episode Listen Later Nov 21, 2023


Host: Peter Buch, MD, FACG, AGAF, FACP Guest: Julia J Wattacheril, MD, MPH Non-invasive biomarkers for metabolic dysfunction-associated steatosis liver disease (MASLD) are used to stratify risk and assess disease severity in our patients. In this episode, Dr. Peter Buch is joined by Dr. Julia Wattacheril, Associate Professor of Medicine at Columbia University Irving Medical Center, to discuss the American Gastroenterological Association's clinical practice update on the role of noninvasive biomarkers in MASLD.

medicine md associate professor invasive biomarkers rmd reachmd gastroenterology and hepatology gi insights
ReachMD CME
Harnessing the NAFLD/NASH Epidemic: Preparing for a New Treatment Paradigm

ReachMD CME

Play Episode Listen Later Nov 20, 2023


CME credits: 0.25 Valid until: 20-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/harnessing-the-nafldnash-epidemic-preparing-for-a-new-treatment-paradigm/15673/ Managed care pharmacists play a key role in driving treatment through primary care providers, who are often charged with making pivotal treatment distinctions for patients with nonalcoholic fatty liver disease (NAFLD) and nonalcoholic steatohepatitis (NASH). This Chairman's Perspective highlights the key takeaways from the live symposium that took place at the 2023 AMCP meeting. Dr. Younossi takes us through the morbidity and mortality associated with advanced fibrosis, compares the known costs of not treating advanced fibrosis with the estimated costs of treating NASH, and takes a deeper dive into the identification of patients who meet the likely indications for treatments of NASH with new liver-directed therapy.=

Retirement Starts Today Radio
Spend Your Principal! Ep #323

Retirement Starts Today Radio

Play Episode Listen Later Nov 20, 2023 20:04


Most people are worried about spending too much and running out of money in retirement. However, few people worry about spending too little.  In this week's episode of Retirement Starts Today, you'll learn why you should spend your principal in retirement. Our retirement headline comes from Dr. Jim Dahle at the Whitecoat Investor and shows us why many people don't spend enough of their money and how you can take a practical approach to spending more. If you are like most people, one of your main worries about retirement is that you'll end up running out of money. While this is a well-founded fear for many underfunded Americans, chances are, if you are listening to this show, you aren't an underfunded retiree.  While the current state of retirement savings is quite shocking, if you have a healthy retirement portfolio, you don't have to lump yourself in with the majority of Americans.  Outline of This Episode [1:52] Many people have a fear of running out of money in retirement [3:40] The state of retirement savings [7:02] Why some people don't spend their principal [13:19] What should you do with excess RMD dollars? Resources & People Mentioned Spend Your Principal The Extraordinary Upside Potential Of Sequence Of Return Risk In Retirement Boomer Benefits Boomer Benefits on Facebook Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Clinician's Roundtable
COPD Care Redefined: A Review of the Updated GOLD Treatment Recommendations

Clinician's Roundtable

Play Episode Listen Later Nov 17, 2023


Host: Andrew Wilner, MD, FACP, FAAN Guest: Neil Skolnik, MD The Global Initiative for Chronic Obstructive Lung Disease (GOLD) recently updated some of the recommendations for treating patients with chronic obstructive pulmonary disease (COPD). Two large conceptual changes occurred in this update: one is an increased emphasis on treating exacerbations, and the other is looking at decreasing mortality as an important treatment goal. Learn more about this and other key updates from the GOLD recommendations with Dr. Andrew Wilner and Dr. Neil Skolnik, Professor of Family and Community Medicine at the Sidney Kimmel Medical College of Thomas Jefferson University in Philadelphia.

ReachMD CME
Hyperkalemia in CKD and HFrEF…What Am I Missing?

ReachMD CME

Play Episode Listen Later Nov 17, 2023


CME credits: 0.25 Valid until: 17-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/hyperkalemia-in-ckd-and-hfrefwhat-am-i-missing/15320/ Hyperkalemia is a limiting factor when treating patients with heart failure and CKD on RAASi therapy. It's especially challenging when these patients are on chronic hemodialysis. Join Drs. George Bakris, David Bushinsky, and Lars Lund as they identify the barriers of optimal treatment in patients on hemodialysis and discuss the real-world evidence using potassium-lowering agents in challenging patient group.=

Money, Riches & Wealth - The Podcast
MRW - Podcast - OPEN SHOW - November 15, 2023

Money, Riches & Wealth - The Podcast

Play Episode Listen Later Nov 16, 2023 40:16


Drew welcomes Leo this week as his cohost as they answer questions regarding the start date for RMD's, digital vs. paper currency, establishing residency for tax purposes, and Medicare enrollment. Download & enjoy! 

Clinician's Roundtable
Breathing Beyond Birth: The Symptoms and Treatment of Bronchopulmonary Dysplasia

Clinician's Roundtable

Play Episode Listen Later Nov 15, 2023


Host: Jennifer Shu, MD, FAAP Guest: Steven H. Abman, MD Bronchopulmonary dysplasia is a chronic lung disease that can have significant impacts on a newborn's overall respiratory health, making it imperative to know how to recognize and treat it. Tune in to hear Dr. Jennifer Shu talk about the symptoms, impacts, and treatment of bronchopulmonary dysplasia with Dr. Steven Abman, a Professor in the Department of Pediatrics at the University of Colorado School of Medicine and the Director of the Pediatric Heart Lung Center at Children's Hospital Colorado.

ReachMD CME
Revolutionary Approaches to Improving Outcomes in Unresected LA SCCHN

ReachMD CME

Play Episode Listen Later Nov 15, 2023


CME credits: 0.25 Valid until: 15-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/revolutionary-approaches-to-improving-outcomes-in-unresected-la-scchn/15657/ Join our international multidisciplinary panel of experts in exploring revolutionary approaches to treating patients with unresectable locally advanced squamous cell carcinoma of the head and neck. The panel will address key aspects of patient management, including new and emerging therapies, the clinical significance of early endpoints used in clinical trials, and future directions in treatment.=

Behind The Wealth with Roger Abel
Millionaires Are...

Behind The Wealth with Roger Abel

Play Episode Listen Later Nov 15, 2023 46:39


Roger and Elias look at Ramsey Solution's National Survey of Millionaires. Plus a discussion on Social Security, why American's don't feel financially secure, and how Gen Z compares to past generations when it comes to debt. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Dollar cost averaging involves continuous investment in securities  regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure profit and does not  protect against loss.  Economic forecasts set forth may not develop as predicted and there  can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are  suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Consult your tax professional about eligibility to Roth and Traditional IRA  contributions. Contributions and earnings in a Roth IRA can be withdrawn  without paying taxes and penalties if the account owner is at least 59 ½  and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult your tax advisor before investing.  Data Sources:  Morningstar Ramsey Solutions "Unmasking Financial Struggles: Insights on Diverse Challenges Americans Face”, Atticus Law Firm The Senior Citizens League

GI Insights
Colorectal Cancer in Young Patients: A Multidisciplinary Approach

GI Insights

Play Episode Listen Later Nov 15, 2023


Host: Peter Buch, MD, FACG, AGAF, FACP Guest: David Liska, MD Since the 1990s, clinicians have been seeing a significant increase in colorectal cancer among young patients, who are under the age of 50. A multidisciplinary approach is key as diagnostic and treatment considerations are specific to their age. Dive in with Dr. Peter Buch as he's joined by Dr. David Liska, Section Chief of Oncology in the Department of Colorectal Surgery at the Cleveland Clinic.

Retire With Ryan
7 Year-End Tax Moves to Consider for 2023, #175

Retire With Ryan

Play Episode Listen Later Nov 15, 2023 12:58


As the clock runs out for 2023, now is the time to consider your final tax moves of the year. On this episode, I'm breaking down seven tax reduction strategies for 2023 and beyond. Five of these tips need to be executed before the ball drops on New Year's, so hit play now and start strategizing! You will want to hear this episode if you are interested in... Contribute to a state-sponsored 529 Plan [1:47] Take a tax loss [4:13] Perform a Roth conversion on your retirement account [4:58] Set up a 401k or profit-sharing plan as a small business [8:18] Purchase a vehicle for your business [9:36] Contribute to a traditional IRA [10:39] Fully fund your HSA [11:14] Contribute to education and save on taxes As this year draws to a close, one savvy tax move is contributing to a state-sponsored 529 plan. With over 30 states offering tax deductions for such contributions, it's a strategy worth exploring. In my home state of Connecticut I can deduct up to $5,000 per person annually on my state income tax, potentially saving a couple up to $10,000. What's interesting is that even if I plan to use the funds shortly thereafter, I can still take advantage of the tax deduction without a mandatory holding period.  Moreover, exploring other states' plans is an option, especially for those residing in Arizona, Alaska, Kansas, Minnesota, Missouri, Montana, and Pennsylvania, where deductions are allowed regardless of the chosen state plan. It's a smart financial move that not only supports education savings but also maximizes tax benefits. Considerable savings with Roth conversions Roth conversions are another strategic move to reduce taxes as you save for retirement. Starting at age 73 (or 75 as of 2033) retirees are obligated to take out a required minimum distribution (RMD), a percentage of their account set by the IRS. To proactively manage this, you can explore a Roth conversion. This is where money is withdrawn from a pre-tax retirement account, taxed at the current rate, and then transferred to a Roth IRA or Roth 401k.  Timing is crucial, and opportune moments include years of lower income, such as during job transitions or early retirement before reaching the RMD age. Converting at the 12% tax bracket, which applies to taxable income up to $45,000 for singles or $90,000 for married couples filing jointly, allows for significant tax savings. This strategy is particularly beneficial for those with sizable IRAs not planned for immediate use, offering a way to strategically navigate future tax implications. Listen to this episode for more year-end tax-saving tips! Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel How To Turn Your Investment Losers Into Winners With Tax Loss Harvesting, #174 Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

ReachMD CME
Keeping Pace in Lung Cancer HER2: Unveiling New Horizons in NSCLC Treatment

ReachMD CME

Play Episode Listen Later Nov 15, 2023


CME credits: 0.25 Valid until: 15-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/keeping-pace-in-lung-cancer-her2-unveiling-new-horizons-in-nsclc-treatment/16083/ We now have an FDA-approved targeted therapy to treat HER2-mutated NSCLC. Drs. Aggarwal and Sands discuss the most current clinical data, including management of adverse events.=

Success in the New Retirement
Your Money Lost & Found

Success in the New Retirement

Play Episode Listen Later Nov 14, 2023 16:17


Damon Roberts and Matt Deaton detail potential lost accounts full of your money that's collecting dust when it should be complimenting your income plan. Plus, why adults need to look at their RMD's and QCD's before the end of the year.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.

ReachMD CME
Let's Rewind: Recognizing NAFLD/NASH in the Primary Care Clinic

ReachMD CME

Play Episode Listen Later Nov 14, 2023


CME credits: 0.25 Valid until: 14-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/lets-rewind-recognizing-nafldnash-in-the-primary-care-clinic/16020/ Join us as expert faculty, Dr. Steven Flamm and Dr. David Bernstein, take us through the clinical care pathway to help PCPs recognize patients with risk factors for nonalcoholic fatty liver disease (NAFLD) and nonalcoholic steatohepatitis (NASH). This 15-minute activity incorporates elements of role-play, reflection, and learning from one's mistakes to improve the competence of PCPs in recognizing risk factors for NAFLD/NASH in their patients and taking the best next steps for their care.=

One Minute Retirement Tip with Ashley
An Essential Guide To Your RMDs

One Minute Retirement Tip with Ashley

Play Episode Listen Later Nov 14, 2023 4:39


This week's theme on the Retirement Quick Tips Podcast is: Minimizing Your Future RMDs  Today, I'm talking about RMD basics - when you start and how much you'll take out each year.

Medical Industry Feature
The Interconnectivity of The Cardio-Renal-Metabolic Systems and Associated Comorbidities

Medical Industry Feature

Play Episode Listen Later Nov 10, 2023


Guest: Pamela Kushner, MD, FAAFP The Cardio-Renal-Metabolic (CRM) systems are physiologically interconnected, and each one relies on energy homeostasis tofunction properly. So why is it important for clinicians to understand the CRM continuum to identify and assess comorbidities in order to effectively treat patients with heart failure? Dive into this episode with Dr. Pam Kushner, Clinical Professor at the University of California at Irvine, a Clinical Trialist, past Chair of the American Academy of Family Physicians Drugs and Devices Committee, and a Family Medicine Doctor with a private practice in Long Beach, California.

ReachMD CME
Advances in Minimally Invasive Screening for Lung Cancer: Breaking Data from Honolulu

ReachMD CME

Play Episode Listen Later Nov 10, 2023


CME credits: 0.25 Valid until: 10-11-2024 Claim your CME credit at https://reachmd.com/programs/cme/advances-in-minimally-invasive-screening-for-lung-cancer-breaking-data-from-honolulu/16120/ Early detection of lung cancer is difficult, with many cases going undetected until it is too late. New methods using minimally invasive liquids biopsy and molecular biomarkers are in development to improve early detection of lung cancer. Join Dr. Peter Mazzone and Dr. Julie Barta as they discuss the latest data around two new blood-based assays with promising results for detecting lung cancer in high-risk individuals and the potential for improving patient survival.=

Medical Industry Feature
Guideline Directed Medical Therapy for the Management of Heart Failure

Medical Industry Feature

Play Episode Listen Later Nov 10, 2023


Guest: Stephen Greene, MD In 2022, the American Heart Association, American College of Cardiology, and Heart Failure Society of America created a joint guideline for the management of heart failure. Explore what the recommendations say and how they can help improve patient outcomes with Dr. Stephen Greene, an advanced heart failure specialist at Duke Heart Transplant Clinic and a cardiologist at Duke Cardiology Clinic in Durham, North Carolina. Sponsored by Boehringer Ingelheim Pharmaceuticals, Inc. and Lilly USA, LLC. SC-US-75207 6/23

Medical Industry Feature
The Pathophysiology and Pathoetiology of Heart Failure

Medical Industry Feature

Play Episode Listen Later Nov 10, 2023


Guest: Stephen Greene, MD One of the most important things we know about heart failure is that it doesn't affect everyone equally, especially when you consider heart failure with reduced ejection fraction versus preserved ejection fraction. Dive into the complex pathophysiology and pathoetiology surrounding heart failure and how it differs when ejection fraction is reduced versus when it's preserved with Dr. Stephen Greene, an advanced heart failure specialist at Duke Heart Transplant Clinic and a cardiologist at Duke Cardiology Clinic in Durham, North Carolina. Sponsored by Boehringer Ingelheim Pharmaceuticals, Inc. and Lilly USA, LLC. SC-US-75207 6/23

Medical Industry Feature
The Importance of Making an Accurate and Timely Heart Failure Diagnosis

Medical Industry Feature

Play Episode Listen Later Nov 10, 2023


Guest: Pamela Kushner, MD, FAAFP Clinicians may agree that several challenges exist in diagnosing heart failure because patients may present with nonspecific symptoms or may have comorbidities. So what factors are important to evaluate when detecting and diagnosing heart failure in patients? Join Dr. Pam Kushner, clinical professor at the University of California at Irvine, as she walks us through the answer to this and more.

Medical Industry Feature
Heart Failure Disease State Awareness

Medical Industry Feature

Play Episode Listen Later Nov 10, 2023


Guest: Nancy M. Albert, PhD, CCNS, CHFN, CCRN, NE-BC, FAHA, FCCM, FHFSA, FAAN There are 4 stages of heart failure, ranging from being at risk for heart failure to having an advanced condition. So what key insights should we know about the ACC/AHA stages of heart failure and the NYHA heart failure functional classifications? Discover more with Dr. Nancy Albert, associate chief nursing officer for the Office of Nursing Research and Innovation.

Medical Industry Feature
The Disease Burden and Epidemiology of Heart Failure

Medical Industry Feature

Play Episode Listen Later Nov 10, 2023


Guest: Nancy M. Albert, PhD, CCNS, CHFN, CCRN, NE-BC, FAHA, FCCM, FHFSA, FAAN Approximately 6.2 million adults in the US have heart failure (hf), and this number is projected to grow to more than 8 million by 2030. Knowing this alarming statistic, what do we need to know about the clinical characteristics of hf? Take a deep dive with Dr. Nancy Albert, associate chief nursing officer for the Office of Nursing Research and Innovation. Sponsored by Boehringer Ingelheim Pharmaceuticals, Inc. and Lilly USA, LLC. SC-US-75207 3/23

Diabetes Discourse
How Overnight Glucose Levels Impact Daily Activities in T1D Patients

Diabetes Discourse

Play Episode Listen Later Nov 10, 2023


Host: John Buse, MD, PhD Guest: Beth Pyatak, PhD, OTR/L According to a recent study, fluncuations in glucose levels while sleeping can directly impact type 1 diabetes patients' ability to complete daily activities. In fact, it was found that higher variability overnight led to lower sustained attention and lower engagement in demanding activities the following day. So how can we control glucose levels to help our patients feel better? Explore the study's key findings and management strategies with Dr. John Buse and Dr. Elizabeth Pyatak, an Associate Professor of Occupational Science and Occupational Therapy at the University of Southern California who worked on the study.

Advances in Women's Health
Educating Nurse Practitioners on Perinatal Mental Health

Advances in Women's Health

Play Episode Listen Later Nov 9, 2023


Guest: Christena Raines, NP Perinatal mood disorders are among the most common complications during pregnancy and immediately following delivery. So front line providers need to be able to initiate treatment. Perinatal Psychiatric Nurse Practitioner and Adjunct Professor of Psychiatry at UNC Chapel Hill, Christena Raines, discusses her session at the 26th Annual Nurse Practitioners in Women's Healthcare Conference and the importance of recognizing and treating perinatal mood disorders in our female patients.

DC on RMD
Titans Edition – Season 4 [Discussion]

DC on RMD

Play Episode Listen Later Nov 8, 2023


Welcome to DC on RMD. This week Steve, David and Paul discuss HBOMax's Titans. Featured Affiliate Products – Help the Network Support us on PATREON. Before the end of the year, we must hit 100 subscribers. Help us stay on the air by pledging a minimum of $1.00 a month. Pledge Now.

Behind The Wealth with Roger Abel
Surviving Holiday Shopping

Behind The Wealth with Roger Abel

Play Episode Listen Later Nov 8, 2023 34:55


Black Friday is right around the corner. Roger and Elias share their thoughts & tips on holiday spending.  Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Dollar cost averaging involves continuous investment in securities  regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure profit and does not  protect against loss.  Economic forecasts set forth may not develop as predicted and there  can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are  suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Consult your tax professional about eligibility to Roth and Traditional IRA  contributions. Contributions and earnings in a Roth IRA can be withdrawn  without paying taxes and penalties if the account owner is at least 59 ½  and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult your tax advisor before investing.  Data Sources:  Morningstar Finder.com Adobe Analytics

Clinician's Roundtable
How to Create Synergy Between LGBTQ+ Youth, Parents, and Clinicians

Clinician's Roundtable

Play Episode Listen Later Nov 7, 2023


Host: Dalmacio Dennis Flores, PhD, ACRN, FAAN According to a Gallup poll, Generation Z youth identify as LGBTQ more than previous generations. Given this increasing prevalence, clinicians need to know how to foster synergistic relationships between parents and LGBTQ+ youth. Here to discuss this important topic is Dr. Dalmacio Dennis Flores, an Assistant Professor at the University of Pennsylvania School of Nursing. He also spoke about this exact topic at the 2023 Annual ANAC conference in his session, titled “Synergy in Inclusive Sexual Health: Triadic Models Empowering LGBTQ+ Youth, Parents, and Nurses.”

New Retirement Radio with Dennis Prout Podcast
Episode 343 - Time Is Running Out

New Retirement Radio with Dennis Prout Podcast

Play Episode Listen Later Nov 6, 2023 40:58


November is just a few weeks away, which means the December 31, 2023, deadline for retirement planning is quickly approaching. Now is the time to wrap up the year with RMD, QCD and Roth conversion planning and focus on retirement planning for 2024. On today's show, Heidi will discuss the key features to the SECURE 2.0 Act provisions that will become effective January 1, 2024. It's important for the advisors, as well as clients, to stay up to date and plan ahead for the important changes ahead. Nathan will discuss the five tax moves retirees should consider before December 31, as well as some strategies to help make your retirement income last. Deann will bring the stats with updates on our economy and the topics discussed.  So tune in and take control!

Clinician's Roundtable
Managing Co-Occurring Conditions in HIV Patients: An Update from ANAC 2023

Clinician's Roundtable

Play Episode Listen Later Nov 6, 2023


Host: Jeffrey Kwong, DNP, MPH Managing co-occurring conditions in patients with HIV can be challenging. But by taking certain steps—like updating management guidelines, screening for complications, and implementing prevention strategies—we can overcome those challenges and improve the way we care for HIV patients with co-occurring conditions. Here to discuss those strategies is Dr. Jeffrey Kwong, a Professor in the Division of Advanced Nursing Practice at Rutgers University School of Nursing. He also spoke about this exact topic at the 2023 Annual ANAC conference in his session, titled “Managing Co-Occurring Conditions: A Clinical Update.”

Advances in Women's Health
Improving Outcomes for Patients with PCOS

Advances in Women's Health

Play Episode Listen Later Nov 6, 2023


Guest: Dawn Kimberly Hopkins, PhD, WHNP-BC Understanding the manifestations of polycystic ovary syndrome (PCOS) can help to identify this condition in women better. And though it's a common condition, some providers are unaware of how to diagnose it. Dig into the pathophysiology of PCOS with Dr. Dawn Kimberly Hopkins, Research Associate at the Henry Jackson Foundation in Bethesda, Maryland.

Retire With Integrity Podcast with Brian Bowen
The Answer To Your Social Security Question,

Retire With Integrity Podcast with Brian Bowen

Play Episode Listen Later Nov 6, 2023 20:54


In this episode Brian reacts to the news of a possible upcoming recession as well as  chagnes to your Required Monthly Distribution.  Also, are interest rates affecting treasury bonds and how does Brian really feel about the high rates of today.  Plus a lot more talk of the things that affect your retiremnt money.      Here are the topics Brian talks about on today's show: ·         Recession news  (0:24) ·         Treasury Bonds & interst rates (04:55) ·         Social Security age question (07:02 ) ·         RMD requirements changing (10:05 ) ·         "Death Tax" talk (15:54 )

Plan Today Own Tomorrow with Garry Thurman and Tyde McIntosh
Why are People not Working with a Financial professional?

Plan Today Own Tomorrow with Garry Thurman and Tyde McIntosh

Play Episode Listen Later Nov 4, 2023 49:00


On this week's show we discuss why some people are not meeting with and planning with a financial professional. We will also explain why you should be meeting and planning with a financial professional. Several case studies on today's show lets see how our host will handle it.  If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. RMD,  Retirement, Taxes, Roth, IRA, 403B, PlanningSee omnystudio.com/listener for privacy information.

Behind The Wealth with Roger Abel
5 Changes to Social Security for 2024

Behind The Wealth with Roger Abel

Play Episode Listen Later Nov 1, 2023 36:27


Roger and Elias talk about what makes a happy retiree, how you can avoid being scammed during the holiday season, and changes to Social Security for 2024. Plus November is Long Term Care Awareness Month, so they walk through 4 ways to deal with Long Term Care expenses. Follow Us on Facebook.com/BTWealthShow  Subscribe to the Podcast https://linktr.ee/BehindTheWealth Hosted By: Roger Abel Guest Host: Elias Randel Produced By: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Dollar cost averaging involves continuous investment in securities  regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure profit and does not  protect against loss.  Economic forecasts set forth may not develop as predicted and there  can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are  suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Consult your tax professional about eligibility to Roth and Traditional IRA  contributions. Contributions and earnings in a Roth IRA can be withdrawn  without paying taxes and penalties if the account owner is at least 59 ½  and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult your tax advisor before investing.  Data Sources:  Morningstar Social Security Administration Centers for Disease Control and Prevention

Your Money, Your Wealth
No Retirement Advice or Recommendations, Just Spitballing - 453

Your Money, Your Wealth

Play Episode Listen Later Oct 31, 2023 41:33


Can Jessie and Becky in Iowa retire now at age 52? Should Robert and his wife file their taxes separately, to pay less tax on their required minimum distributions? Can Joe and Al validate Mike in Minnesota's retirement plan, and does a backdoor Roth make sense for him? How in the world will Mike in New York be able to retire at a reasonable age? And what will retirement income look like for Marty in San Diego? Just spitballs here, no retirement advice! Timestamps: 00:49 - Can We Retire Now at Age 52? (Jessie and Becky, IA) 10:09 - Should We File Taxes Separately to Minimize Taxes on RMDs? (Robert) 19:56 - Validate Our Retirement Plan: Does a Backdoor Roth Make Sense? (Mike, MN) 25:11 - How in the World Am I Going to Retire at a Reasonable Age? (Mike, Utica, NY) 29:19 - What Will Our Retirement Income Look Like? (Marty, San Diego) 35:06 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-453  Retirement Readiness Guide - free download Retirement Pop Quiz - how well do you know retirement? EASIRetirement.com - free retirement calculator Episode Transcript Ask Joe & Big Al On Air for your Retirement Spitball Analysis

Retirement Key Radio
Understanding RMDs or Required Minimum Distributions

Retirement Key Radio

Play Episode Listen Later Oct 31, 2023 12:43


Abe takes the time to break down what RMDs are, why they are important, and provides strategic advice for those who might not need this additional income but are required to take it. He introduces the concept of Qualified Charitable Distributions (QCDs), a strategy that not only satisfies RMD requirements but also allows for meaningful charitable contributions. Subscribe today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Services website Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube!  See omnystudio.com/listener for privacy information.

Old Fashioned Finance
Episode 113: Retiring Generously: a podcast for the charitably inclined

Old Fashioned Finance

Play Episode Listen Later Oct 27, 2023 0:40


Hey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I'm excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We'll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.

Lance Roberts' Real Investment Hour
The RMD Nightmare on Elm Street (10/20/23)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Oct 20, 2023 46:48


(10/20/23) A bit of flavored coffee commentary to launch the show, 10-yr Treasuries hit 5%, and investor psychology hits the markets. Fed Chairman Jerome Powell says inflation is still too high; the MIddle East War is going to get worse. We're in The Fourth Turning, and interest rates will be raised again in 2024. Mini-book review: "The Fourth Turning" and "Constellations." The issue of entitlement vs the feeling that comes from doing good for others. The RMD landmine; the IRS can't even define charitable contributions consistently; the puzzle of inherited non-spousal IRA's. Bond Yields cannot remain at these levels forever. (Fun w candy corn pumpkins) Why does no one want to buy long-duration bonds? Why would the Fed lower rates? It's a good time to build a bond portfolio. Retirement realities and the next Candid Coffee preview; Who own's Brach's Candy (Ferrara Candies)? Roth Inherited IRA's; market preview; Middle East War commentary: It's gonna get worse. SEG-1: Coffee Commentary & 10-Yr. Treasuries SEG-2: The Fourth Turning review; RMD Nightmares SEG-3: Good Times for Building Bond Portfolios SEG-4: Roth Inherited-IRA's & Middle East War Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=rd-GMs5PHI8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Are Traders Trapped?" is here: https://www.youtube.com/watch?v=9CN-EZwjOIw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Will Powell Say Next?" https://www.youtube.com/watch?v=XKF0Ikh9MWk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=11s -------- Articles Mentioned in this Show: "Consequences Are Always Unintended" https://realinvestmentadvice.com/consequences-are-always-unintended/ "October Weakness Before The Year-End Run?" https://realinvestmentadvice.com/october-weakness-before-the-year-end-run/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Watch our past Candid Coffee: https://www.youtube.com/watch?v=Sdi_-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #JeromePowell #FederalReserve #Treasuries #RMD #BondYields #TheFourthTurning #MiddleEastWar #Markets #Money #Investing

The Real Investment Show Podcast
The RMD Nightmare on Elm Street (10/20/23)

The Real Investment Show Podcast

Play Episode Listen Later Oct 20, 2023 46:49


(10/20/23) A bit of flavored coffee commentary to launch the show, 10-yr Treasuries hit 5%, and investor psychology hits the markets. Fed Chairman Jerome Powell says inflation is still too high; the MIddle East War is going to get worse. We're in The Fourth Turning, and interest rates will be raised again in 2024. Mini-book review: "The Fourth Turning" and "Constellations." The issue of entitlement vs the feeling that comes from doing good for others. The RMD landmine; the IRS can't even define charitable contributions consistently; the puzzle of inherited non-spousal IRA's. Bond Yields cannot remain at these levels forever. (Fun w candy corn pumpkins) Why does no one want to buy long-duration bonds? Why would the Fed lower rates? It's a good time to build a bond portfolio. Retirement realities and the next Candid Coffee preview; Who own's Brach's Candy (Ferrara Candies)? Roth Inherited IRA's; market preview; Middle East War commentary: It's gonna get worse. SEG-1: Coffee Commentary & 10-Yr. Treasuries SEG-2: The Fourth Turning review; RMD Nightmares SEG-3: Good Times for Building Bond Portfolios SEG-4: Roth Inherited-IRA's & Middle East War Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=rd-GMs5PHI8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Are Traders Trapped?" is here:   https://www.youtube.com/watch?v=9CN-EZwjOIw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Will Powell Say Next?" https://www.youtube.com/watch?v=XKF0Ikh9MWk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=11s -------- Articles Mentioned in this Show: "Consequences Are Always Unintended" https://realinvestmentadvice.com/consequences-are-always-unintended/ "October Weakness Before The Year-End Run?" https://realinvestmentadvice.com/october-weakness-before-the-year-end-run/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Watch our past Candid Coffee: https://www.youtube.com/watch?v=Sdi_-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #JeromePowell #FederalReserve #Treasuries #RMD #BondYields #TheFourthTurning #MiddleEastWar #Markets #Money #Investing

THE PETA PODCAST
Ep.298: PETA's Fight for A Modern, Cruelty-Free Approach to Science. ,

THE PETA PODCAST

Play Episode Listen Later Oct 18, 2023 31:50


The Research Modernization Deal, RMD, is a new way forward for scientists and animals developed by the scientists at PETA. Intended to change the paradigm on the use of animals in experimentation, RMD is a common-sense strategy necessitated by the 90 percent failure rate of research involving animals to produce anything of value for humans. PETA's Dr.Emily Trunnell with the Laboratory Investigations Department is part of the team trying to make RMD a reality. She tells Emil Guillermo the program is as simple as stopping everything that doesn't work or produce real results and shifting money and emphasis to non-animal experiments that would have a better chance at success.  Find out more about the plan at PETA.org. Sign a petition to urge lawmakers to take action.   The PETA Podcast PETA, the world's largest animal rights organization, is 9 million strong and growing. This is the place to find out why. Hear from insiders, thought leaders, activists, investigators, politicians, and others why animals need more than kindness—they have the right not to be abused or exploited in any way. Hosted by Emil Guillermo. Powered by PETA activism. Contact us at PETA.org Listen to the very first PETA podcast with Ingrid Newkirk Music provided by CarbonWorks. Go to Apple podcasts and subscribe. Contact and follow host Emil Guillermo on Twitter @emilamok Or at www.amok.com Please subscribe, rate and review wherever you get your podcasts. Thanks for listening to THE PETA PODCAST! Originally released July 14, 2021; Reprised May 30, 2022; Oct. 18, 2023 copyright 2021-2023