Podcasts about Rollover

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Best podcasts about Rollover

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Latest podcast episodes about Rollover

InvestTalk
Christmas Day - Best of Caller Questions

InvestTalk

Play Episode Listen Later Dec 26, 2025 46:55 Transcription Available


In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Safe Money and Retirement
Longevity Risk | December 2025 Update

Safe Money and Retirement

Play Episode Listen Later Dec 18, 2025 27:01 Transcription Available


#SafeMoney #JonHeischmanSr #LongevityRiskUpdateWhile there many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk means outliving your money.Jon has covered this subject before and discusses strategies to ensure you will not outlive your retirement income in this updated episode.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

LHDR CON PACO JIMENEZ
LA HORA DEL ROCK N. 355 EL TRUENO DEL METAL ETERNO

LHDR CON PACO JIMENEZ

Play Episode Listen Later Dec 17, 2025 119:55


"Bienvenidos guerreros del metal y soñadores del rock eterno…" Hoy, Fernando Nadales, Zenón Pérez y Paco Jiménez te abren las puertas de un viaje sonoro que atraviesa décadas y dimensiones. ⚡ Desde la épica de KISS – Escape From the Island (1981) hasta la furia del presente con Battle Beast – The Burning Within (2025), pasando por la irreverencia de Megadeth – I Don’t Care (2025) y la oscuridad teatral de Avatar – Death And Glitz (2025). 🔥 El fuego no se apaga: Rozario – Fire And Ice, Shatterheart – Betrayal, Betania – Carpe Diem, y la potencia de Bloodbound – The Code of Warriors nos recuerdan que el metal sigue escribiendo su legado. Scorpions – The Zoo (Live 2025) rugiendo desde el escenario. AC/DC – Systems Down (2020) con su electricidad inagotable. La rebeldía de Ilegales y su legado descanse en paz Jorge – Soy un macarra (1984) y Extremoduro – So Payaso (1996), D.E.P Robe, que siguen latiendo en nuestra sangre. 🌌 Y no faltan las sorpresas: Sabaton – Templars, Volbeat – By a Monster’s Hand, Azrael – Pobre Diablo, Shiraz Lane – Come Alive, Jean Paul – Walking in the Rain, y mucho más… Programa 355 La Hora del Rock Fernando Nadales,Zenón Perez y Paco Jimenez Music From The Elder 10 - Escape From the Island (1981) Battle Beast - Steelbound (2025)1. The Burning Within Rozario Fire And Ice.(SINGLE) (2025) Megadeth Idon´t care.2025 Avatar Don’t Go In The Forest (2025)5 Death And Glitz. Shatterheart Betrayal (2025). Betania Una parte de mí3 - Carpe Diem.(2025) Blue Madness 2 Rock 'N' Roll Over.(2025) Bangalore Choir (USA) - Rapid Fire Succession On Target Part II3. Love And War (2025) Sabaton Legends 1. Templars.(2025) Azrael Aquelarre3 Pobre Diablo.(2025) Shiraz Lane In Vertigo9 - Come Alive.(2025) Meteorum Sorry For That (2025) Dirkschneider Balls To The Wall Reloaded (2025)1 - Balls To The Wall (feat. Joakim Broden) ACDC - Power Up (2020)10. Systems Down. Bloodbound (Sweden) - Field of Swords4 - The Code of Warriors.(2025) Scorpions Coming Home (Live)5 The Zoo (Coming Home Live) (2025) Ilegales soy un macarra (1984) Burning Death 03 - Death is Salvation.(2025) Atila Atila (1985). Volbeat - God Of Angels Trust2 - By a Monster’s Hand.(2025) Path-of-Redemption.2(025) Now or Never - The Legacy1 - Burning Daylight.(2025) Induction love kills.(2025) Jean paul Dream Vision Walking in the rain.(2025) Def Leppard Hello America (Remastered).(2024) The Three Tremors (2019)1. Invaders from the Sky vadne (Spain)- The Fragile Light of Fireflies6 - Hollow Realms (2025) Extremoduro So Payaso.(1996) *SI TE GUSTA LO QUE HACEMOS COMPARTE,A SI CREAREMOS UNA GRAN FAMILIA ROCKERA STAY FUCKING METAL* SIGUENOS !! ¡y únete a la batalla del rock eterno!"

Safe Money and Retirement
An Educated Retirement | Replay

Safe Money and Retirement

Play Episode Listen Later Dec 11, 2025 27:01 Transcription Available


#SafeMoney #JonHeischmanSr #AnEducatedrRetirementIn this week's episode host Jon Heischman, Senior talks about being educated heading into and during retirement.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information. This is from and episode that orginally aired in January of 2021.

Dollars & Sense with Joel Garris, CFP
Overpaying for Medicare? Plus, Impactful Philanthropy Strategies

Dollars & Sense with Joel Garris, CFP

Play Episode Listen Later Dec 8, 2025 40:20


Discover How to Manage IRMAA, Avoid 401(k) Mistakes, and Make Your Giving Go Further! Unlock the secrets to smarter financial planning in this week's episode of Dollars & Sense with Joel Garris! Joel breaks down three hot topics that can impact your wealth and peace of mind: IRMAA & Medicare Premiums: Confused about why your Social Security check is smaller? Learn what IRMAA is, how it affects your Medicare costs, and practical steps to challenge higher premiums if your income has changed. Philanthropy—More Than Just Generosity: Discover why charitable giving is a powerful tool for tax savings, strengthening family bonds, and building a lasting legacy. Get actionable strategies to weave philanthropy into your financial plan and avoid common mistakes advisors make. 401(k) Rollovers Without Regrets: Considering a job change or retirement? Joel reveals the three most common (and costly) rollover mistakes—from missing deadlines to losing out on tax breaks—and how you can avoid them. Packed with easy-to-follow tips, eye-opening stats, and essential action steps, this episode is a must-listen for anyone planning for retirement, thinking about their legacy, or wanting to make smarter money decisions for themselves and their family. 

Safe Money and Retirement
Social Security Retirement Strategies

Safe Money and Retirement

Play Episode Listen Later Nov 20, 2025 27:01 Transcription Available


#SafeMoney #JonHeischmanSr #SocialSecurity #RetirementStrategiesIn this week's episode host Jon Heischman, Senior talks about several strategies including Social Security benefits as part of your overall retirement income and withdrawal plans.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information

Money Rehab with Nicole Lapin
How to Find a 401(k) From an Old Job— and Boost It!

Money Rehab with Nicole Lapin

Play Episode Listen Later Nov 19, 2025 11:15


If you leave a job, you're probably focused on your next move, not tracking down that old 401(k). But those old 401(k)s are your money. And if you don't find them, manage them, or move them where they can grow smarter and harder for you, you're leaving cash on the table. Today, Nicole walks you through exactly how to track down a lost 401(k) and roll it over into a new retirement account — with all the details, step-by-step, so you don't make expensive mistakes. Rollover your old 401(k) and earn a 1% boost at public.com/moneyrehab If your old employer went out of business, check the National Registry of Unclaimed Retirement Benefits and the Department of Labor's Abandoned Plan Search Past Money Rehab episode on the difference between a Roth IRA and a Traditional IRA This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here.

OpenMHz
Oil Tanker Rollover I-95 N BetweenExits 88 and 89

OpenMHz

Play Episode Listen Later Nov 18, 2025 11:11


Tue, Nov 18 5:14 PM → 6:57 PM I-95 N Rollover with FireCompanies arrived on scene and found a 1000 gallon oil tanker rolled over with a fire in the engine compartment. A single ALS level patient was out of the vehicle but unresponsive. CSP Shut down the highway between exits 88 and 89.CSP MultipleGroton Ambulance G303Yale New HavenGroton Ambulance Medic 15Poquonnock Bridge G3 G33 G35 G38Old Mystic G63 G62 G67Navy N62 Radio Systems: - Connecticut State Police and Regional FireEMS QVEC, Middlesex, Valley Shore, Etc

Kawaii-Fi Radio - Anime Podcast
KFR 151: Chainsaw Man - The Movie: Reze Arc

Kawaii-Fi Radio - Anime Podcast

Play Episode Listen Later Nov 12, 2025 75:37


Chainsaw Man The Movie: Reze Arc has been doing fantastically in cinemas around the world!It's violent, bloody, and a real punch in the gut, featuring spectacular artwork and storytelling.Is Denji still emotionally stunted? Yes, and the story wouldn't be anywhere near as compelling if he wasn't still learning about the world.Plus all our usual shenanigans, the latest anime news and a few recommendations from this season and the manga catalogue!P.s. We're releasing on Wednesdays going forward!VIDEOS!Kawaii-Fi YouTube: https://www.youtube.com/KawaiiFiKyle's YouTube: https://www.youtube.com/@KyleinOrbitTifa's YouTube: https://www.youtube.com/thetkennedy SUPPORT USPatreon: Patreon.com/KawaiiFiBuy us a Coffee: Ko-fi.com/kawaiifi JOIN THE KAWAII-FI COMMUNITYFacebook: https://www.facebook.com/KawaiiFiAnime/Instagram: https://www.instagram.com/kawaiifianime/Threads: https://www.threads.net/@kawaiifianimeTikTok: https://www.tiktok.com/@kawaiifianimeDiscord: https://discord.gg/p9ccFx8vTQ LISTEN ELSEWHERE?Spotify: https://bit.ly/Kawaii-FiSpotifyApple: https://bit.ly/Kawaii-FiAppleYT Music: https://bit.ly/Kawaii-Fi-YMCastbox: https://bit.ly/Kawaii-FiCastboxGoodpod: https://bit.ly/Kawaii-fiGoodpodAmazon Music: https://bit.ly/Kawaii-FiAmazonPocket Casts: https://bit.ly/Kawaii-FiPocket EPISODE SEGMENTS00:00:00 – Show Opener00:02:23 – What We're Watching00:15:16 – Cinema Club: Chainsaw Man – The Movie: Reze Arc00:44:57 – Anime Communique01:09:07 – Next Time, Sanda-Style and calling our CharlesTags:anime,podcast,anime news,anime podcast,anime reviews,anime recommendation,Chainsaw Man,Reze Arc,Chainsaw man the movie,Ninja X Gokudo,Nana,They're still being shaking this morning,Anime against AI,One Piece,Clockwork Girl,Virgin Punk,Godzilla Minus One,Cosmic Princess Kaguya!,Poupelle of Chimney Town,Roll Over and Die,Garden of Gods,Jujutsu Kaisen,Oshi no Ko,Spice & Wolf,Tis Time for Torture Princess,Jank Runk Family,Terraformars

The Social Fishing Podcast
Ep99 - Rollover Tragedy: How a Cold Snap and Dam Releases Killed Nesting Murray Cod

The Social Fishing Podcast

Play Episode Listen Later Nov 12, 2025 72:16


Fish kills are disappointing and heart breaking, no matter where we see them or how devastating they are. Recently Murray Cod have shown up dead at Burrinjuck Dam. Fishing this lake often we wanted to know why! After witnessing a similar fish kill at Blowering back in 2019 we have already had some experience witnessing similar fish deaths with a similar pattern. In this chat we dive deep into what a ‘roll over' event is, how it happens and why we believe this is the cause of this fish kill. In this episode we discuss how the water behaves, stratifies and reacts to the environment around it. This also affects fish activity and can be a reason as to why fishing is so tough at times…   In this episode: 00:30 – Introduction to the Episode 10:00 – Theory – Fish Dying from Fighting and Bacteria 19:00 – Theory – Roll Over

InvestTalk
How to Roll Over an Old 401(k)

InvestTalk

Play Episode Listen Later Nov 5, 2025 44:59


Is deciding what to do with an orphan 401(k) on your to-do list? We will look at the seven steps for getting it done. Today's Stocks & Topics: LightPath Technologies, Inc. (LPTH), Market Wrap, How to Roll Over an Old 401(k), Pan American Silver Corp. (PAAS), Atlanta Braves Holdings, Inc. (BATRK), CDOs: Collateralized Debt Obligation, Oil-Dri Corporation of America (ODC), Essex Property Trust, Inc. (ESS), Zoetis Inc. (ZTS).Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The Retirement and IRA Show
Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544

The Retirement and IRA Show

Play Episode Listen Later Nov 1, 2025 94:21


Jim and Chris discuss listener questions on Social Security COLA timing, spousal claiming strategy, IRMAA tax treatment, Roth IRA rollovers from 529 plans, and a listener PSA on deferred annuity RMD rules. (8:00) Georgette asks whether her initial Social Security benefit—approved in September for a December start—will reflect the January COLA increase. (15:30) A listener […] The post Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544 appeared first on The Retirement and IRA Show.

Safe Money and Retirement
Financial Home Makeover

Safe Money and Retirement

Play Episode Listen Later Oct 30, 2025 27:01 Transcription Available


#SafeMoney #JonHeischmanSr #FinancialHomeMakeoverJust like your physical home, your financial home may be in need of makeover. Host Jon Heischman, Senior talks about this in this week's episode.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information

Go Fast And Winâ„¢ - A Sports Podcast powered by The Sharp Plays
Rollover Strategy, Sports Service Economics, S Carolina v Ole Miss breakdown, and My Handicapping Game of the Week of the Year

Go Fast And Winâ„¢ - A Sports Podcast powered by The Sharp Plays

Play Episode Listen Later Oct 29, 2025 40:06


This episode will cover:Rollover Strategy - What is it, how does it work and why I like using them...especially in cold runs.The Economics of Sports Service Pricing - Why prices are setup the way they are, why content is sold the way it is.My thoughts on S Carolina vs. Ole Miss

Wilson County News
No injuries in single-vehicle rollover in Floresville

Wilson County News

Play Episode Listen Later Oct 28, 2025 0:37


First responders tend to the scene of a single-vehicle rollover accident around 8 p.m. Oct. 25 on Business Loop 181 near the Sacred Heart Catholic Cemetery in Floresville. According to the Floresville Police Department, the driver stated he had fallen asleep at the wheel and crashed. There were no signs of impairment or intoxication, and the individual was cleared by emergency medical services.Article Link

The Ochelli Effect
Ochelli Effect 10-2-2025 SNAFU NEWS

The Ochelli Effect

Play Episode Listen Later Oct 3, 2025 50:48 Transcription Available


Ochelli Effect 10-2-2025 SNAFU NEWSThor's Day, Eight O'clock and all is not well on the Homefront it seems.Hulk Hogan and Kirk Land Conspiracies are running wild on GooTube and yet a sober look at what debate and the debased linguistics are too simplistic as we are surrounded by those that mangle the language way worse than my oddly attached Grade and High School teachers droned on about and most seemed to think Ebonics was the destruction of American English in general.---Trump says US is in ‘armed conflict' with drug cartels after ordering strikes in the Caribbeanhttps://apnews.com/article/trump-cartels-armed-conflict-cb57804807e55a00ace60ad5f4d4f24d?President Trump Plans To Investigate and “Disrupt” Opposition Speechhttps://www.cato.org/blog/white-house-maps-plans-investigate-disrupt-dissenting-speech'None of us have ever asked for special treatment' - US female veterans respond to Hegseth speechhttps://www.bbc.com/news/articles/cy8525w2v5wo Hegseth Is Right — We Need To Rethink Women's Role In The Militaryhttps://thefederalist.com/2025/10/01/hegseth-is-right-we-need-to-rethink-womens-role-in-the-military/ICE officers to attend Super Bowl after Bad Bunny announcement, says Lewandowskihttps://thehill.com/homenews/administration/5534003-bad-bunny-to-headline/Most Voters Think America's Divisions Cannot Be Overcome, Poll Sayshttps://www.nytimes.com/2025/10/02/us/politics/times-siena-poll-political-polarization.htmlOzzy Osbourne: No Escape from Nowhttps://www.imdb.com/title/tt35922832/https://www.ozzy.com/archives/news/paramount-announces-feature-length-documentary-ozzy-osbourne-no-escape-from-now---TODAY's NEWSVANDAL selections from so-called Election?Who is Howard Lutnick and why should this concern you?After graduating from Haverford College in 1983 with a degree in economics, Howard began working for Cantor Fitzgerald. When Howard Lutnick was 29 he was named second in command of Cantor Fitzgerald and a year later Howard became the president and CEO of Cantor in 1991 and Chairman in 1996.https://www.imdb.com/name/nm2965714/bio/So a big banker connected to the Real Estate Hustler from Queens Trump is in as the economic genius that thinks Tariffs will fund the government as in on top of the current taxes paid except when New Orange is the old trickle down messiah makes exceptions and rigs business across the board for importers. AKA MAGA-Nomics Defective Comics 2025. T rump's "tariff czar": Lutnick has been described as an architect of Trump's tariff policy. When nominating him, Trump stated Lutnick would "lead our tariff and trade agenda"Howard Lutnick is the U.S. Secretary of Commerce in the second Trump administration and a strong advocate for his tariffsHoward Lutnick and Jeffrey Epstein    Neighbors in Manhattan: Lutnick and Epstein were neighbors in Manhattan, with Lutnick living at 11 East 71st Street and Epstein at the adjacent 9 East 71st Street.    "Greatest blackmailer ever" comments: In an October 2025 interview, Lutnick stated his assumption that Epstein filmed associates being massaged in his home to blackmail them. He called Epstein "the greatest blackmailer ever".Howard Lutnick Says Former Neighbor Epstein Was ‘Greatest Blackmailer Ever'https://dailycaller.com/2025/10/02/howard-lutnick-jeffrey-epstein-blackmail/Trump Cabinet Secretary Howard Lutnick Faces Call to Testify Over His ‘Explosive' Epstein Blackmail Claimshttps://www.thedailybeast.com/trump-cabinet-secretary-howard-lutnick-faces-call-to-testify-over-his-explosive-epstein-blackmail-claims/ Did Jeffrey Epstein “Belong to Intelligence”?https://www.skeptic.com/article/did-jeffrey-epstein-belong-to-intelligence/Which Wall Street Banks Loved Pedo Jeffrey Epstein As Much As His BFF Trump Loved Him? These Did!https://www.wonkette.com/p/which-wall-street-banks-loved-pedo---The Umbrella Man (2018)https://www.youtube.com/watch?v=QmNJuJzdVLUCredit to Jimmy James for sending me this failed propaganda message in a bottle-neck for much more than the a metaphor in the metadata corrupted by but not owned by metaverse.---Can we consider Flawed logic and abusive use of simple tactics instead of actually debating.It doesn't matter if you agree with Kirk's opinions or not think about the flawed approaches and arguments that end up as fake wins for a ready made audience in any direction.Does Chuck sound like he's throwing i some towels while paper ones are too expensive.Things are tough all over and we are not making things better it seems. Where's the bottom of this rock that has no roll left in it except Roll Over?---NOT QUITING AS LONG AS YOU KEEP US GOINGBE THE EFFECTEmergency help for Ochelli and The NetworkMrs.OLUNA ROSA CANDLEShttp://www.paypal.me/Kimberlysonn12 new Social Media experimentsBLUESKYhttps://bsky.app/profile/ochelli.bsky.socialTRUTH SOCIALhttps://truthsocial.com/@Ochelli---Listen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Without YOUR support we go silent.---NOVEMBER IN DALLAS LANCER CONFERENCEDISCOUNT FOR YOU10 % OFF code = Ochelli10https://assassinationconference.com/Coming SOON Room Discount Details The Fairmont Dallas hotel 1717 N Akard Street, Dallas, Texas 75201BE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelliAnything is a blessing if you have the meansWithout YOUR support we go silent.---NOVEMBER IN DALLAS LANCER CONFERENCEDISCOUNT FOR YOU10 % OFF code = Ochelli10https://assassinationconference.com/Coming SOON Room Discount Details The Fairmont Dallas hotel 1717 N Akard Street, Dallas, Texas 75201. easy access to Dealey Plaza

Oyster Stew - A Broth of Financial Services Commentary and Insights
Reg BI and Fiduciary Obligations Part 2: Documentation, Conflicts, and Rollover Recommendations

Oyster Stew - A Broth of Financial Services Commentary and Insights

Play Episode Listen Later Sep 30, 2025 33:07 Transcription Available


In Part 2 of this Oyster Stew conversation, Ed Wegener continues the discussion with compliance experts Brent Nicks and Len Derus—this time focusing on the most pressing challenges firms face in applying Reg BI and fiduciary duty in practice: documentation, compensation conflicts, and rollover recommendations.What You'll Learn in Part 2Documentation Expectations: When to document recommendations—and when not to—including product complexity, costs, and client-specific factors.Supervisory Oversight: Why cookie-cutter rationales can create risk and how firms can monitor for consistency across reps.Compensation Conflicts: Practical strategies for mitigating compensation-driven incentives and leveling payouts to reduce bias.Rollover Recommendations under PTE 2020-02: How to document IRA rollovers, justify added costs, and align practices with both Reg BI and fiduciary standards.Technology vs. Forms: The pros and cons of manual versus technology-driven documentation processes—and how to strike the right balance.Training and Monitoring: How tailored training and compliance monitoring help ensure reps are following procedures and avoiding systemic risks.Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

1010 WINS ALL LOCAL
Adams drops out of mayoral race ... Three officers injured in rollover incident ... MTA revises fare hikes

1010 WINS ALL LOCAL

Play Episode Listen Later Sep 28, 2025 5:02


This is the afternoon all-local update on Sunday, Sept. 28.

The Retirement and IRA Show
Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539

The Retirement and IRA Show

Play Episode Listen Later Sep 27, 2025 107:53


Jim and Chris discuss listener questions on Social Security disability, dependent benefits for an adult child, a 60-day rollover nuance, inherited IRA RMD rules, and a deferred income annuity strategy.(15:00) George asks whether his brother, who is on SSDI and will transition to retirement benefits at 67, can suspend and restart his benefit to grow […] The post Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539 appeared first on The Retirement and IRA Show.

Luton Town Supporters' Trust Podcast
Hatters at a CROSSROADS — Rollover ROVERS or bring on the BACKLASH? | Luton v Doncaster preview

Luton Town Supporters' Trust Podcast

Play Episode Listen Later Sep 25, 2025 40:08


Luton will hope to get back to winning ways on home soil on Saturday afternoon when the League 2 champions Doncaster Rovers are the visitors to Kenilworth Road.  As ever, Kev is joined by The Lutonian journalist James Cunliffe to look ahead to the game, beginning with whether it is a must-win and why that might be the case?  There is a look at Rovers who are flying high after a much better start to the Town this term, before attention turns towards the Hatters for a bit longer this week.  The boys discuss the team options in detail and what has to be seen to appease those who have tickets for the match.  All this and lots more, including the score predictions, on the longest-running, award-winning Luton Town podcast! ---------------------------------------------------------------------------- Thanks to the team at Marsh House for our new podcast studio. Find out more about them and this wonderful creative space in Luton, at: https://www.marshhousestudio.com/ & https://www.facebook.com/marshhousestudioluton/?locale=en_GB Find us at: https://www.lutontownsupporterstrust.com  Find all the latest Luton Town news at The Lutonian at: https://thelutonian.com. ---------------------------------------------------------------------------- Like our logo? Check out Ed Smith Creative at: https://www.edsmithcreative.co.uk  Like our theme tune? It's by Seán Grant and the Wolfgang who have a new album called Divide the Light, By The Darkness, out now via Luton label Vandalism Begins at Home Records. Stream it on your favourite platform at: https://vbah.co.uk/SGWG/DTLBTD

The Broadcast Retirement Network
#Evolving and #Improving the #Participant #Rollover #Process

The Broadcast Retirement Network

Play Episode Listen Later Sep 23, 2025 17:26


#ThisMorning | #Evolving and #Improving the #Participant #Rollover #Process | Jacqueline Rynn, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness

MoneyMD
401(k) Rollover? | Advisor Insights

MoneyMD

Play Episode Listen Later Sep 19, 2025 33:28


Episode 608: Should you roll over your old 401(k) or leave it where it is? Steve and Zach explain the pros and cons of each choice. Then, hear eight insights from a veteran advisor that reveal what really matters in wealth management.

How She Moms
Top 5 Rollover Meals

How She Moms

Play Episode Listen Later Sep 18, 2025 40:09


What's for dinner tonight? How about tomorrow? This episode helps you answer both questions--with favorite rollover meals from me and my guests Andrea Clark and Hillary Hess. Rollover meals allow you to take parts of one meal and roll it into another meal, to save time, money, and the tedium of leftovers. Hillary Hess shares great recipes and resources at helpingofhappiness.com Andrea Clark offers courses and printables at apurposefulhome.com Andrea 1. Chicken and Rice/ Hawaiian Haystacks/Fried Rice 2. Tacos (Pork or chicken) to Nachos 3. Scrambled Egg and Sausage/Breakfast Burritos 4. Rotisserie chicken with veggie, sourdough bread, or in a tortilla/leftover chicken to Thai Coconut Curry: https://everyday-reading.com/simple-thai-chicken-curry/ 5. Navajo tacos- use the chili leftover for baked potatoes, cornbread Bonus: Meatballs: spaghetti/meatball subs Pot Roast/sandwiches on french bread with meat and peppers Hillary  1. Chicken with salsa/taquitos or enchiladas 2. Tri-Tip-leftovers into stir-fry or fajitas 3. Hawaiian Haystacks/chicken pot pie 4. Leftover rice/rice cereal, pudding 5. Mashed potatoes/potato cheese soup Bonus: Watermelon/Watermelon feta salad/watermelon juice/watermelon popsicles  Whitney 1. Mashed Potatoes/Ajiaco (Columbian Chicken and Potato soup) (Link: https://www.mycolombianrecipes.com/ajiaco-bogotano-colombian-chicken-and/  2. Mashed potatoes/shepherd's pie 3. Chicken or pork/ lettuce wraps 4. Roast Beef and veggies/Ropa Vieja 5. Salmon/salmon patties with avocado

The Hotshot Wake Up
PNW Continues To Burn. Dozer Rollover, Engine Rollover, Tree Strike Update, And Thinking On Your Feet On The Fireline. Also, a conversation about life lately.

The Hotshot Wake Up

Play Episode Listen Later Sep 14, 2025 71:10


On Today's Show: To Subscribe: https://thehotshotwakeup.substack.com/Today, I cover all the wildfire activity across the nation and updates on incidents happening on wildfires. The PNW and California remain the hotspots, with lingering fires in Montana and Idaho. There was a dozer rollover in Washington, an engine rollover in California, and an update on the tree strike involving a hotshot crew in Oregon. A story about ingenuity and fast thinking on a wildfire when the unexpected happens. A Canadian wildland firefighter's take on not only what it's like to fight fire as a career with a family, but also making the hard decision to move up or move on. A conversation about life and perspective. THE HOTSHOT WAKE UP — Thank you to all of our paid subscribers. Your support allows us to donate generously to firefighter charities and supports all of our content. You also receive all of our article archives, more podcast episodes, Monday morning workouts, and also entered into our giveaways, plus more.

InvestTalk
Best of Caller Questions

InvestTalk

Play Episode Listen Later Sep 12, 2025 46:55 Transcription Available


In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?

InvestTalk

Play Episode Listen Later Aug 28, 2025 45:57 Transcription Available


If you've got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence. Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?, R - Ryder System Inc., TSM - Taiwan Semiconductor Manufacturing ADR, Enterprise Software, Financial Terminology, ADBE - Adobe Inc., 401k Rollover, MATX - Matson Inc.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

The Retirement and IRA Show
Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535

The Retirement and IRA Show

Play Episode Listen Later Aug 27, 2025 82:30


If you are not in the mood for Jim and Chris's delightful banter, you can skip ahead to (5:45). It should be noted that of all the episodes to start sharing that information, it's the one in which Jim said “we didn't even banter!”. But, from now on, right here before the guys' summaries you […] The post Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535 appeared first on The Retirement and IRA Show.

Mornings with Neil Mitchell
Several students injured after school bus rollover near Geelong

Mornings with Neil Mitchell

Play Episode Listen Later Aug 27, 2025 0:36


There are grave fears of a fatality. See omnystudio.com/listener for privacy information.

Mornings with Neil Mitchell
Ambulance Victoria provide update on school bus rollover

Mornings with Neil Mitchell

Play Episode Listen Later Aug 27, 2025 0:23


They've provided an update.See omnystudio.com/listener for privacy information.

Mornings with Neil Mitchell
Police provide update on a school bus rollover near Geelong

Mornings with Neil Mitchell

Play Episode Listen Later Aug 26, 2025 0:18


Victoria Police have told 3AW Mornings that several people have been seriously injured in a school bus rollover in Stonehaven just outside Geelong this morning.See omnystudio.com/listener for privacy information.

AP Audio Stories
Tour bus rollover kills 5 on interstate highway in western New York

AP Audio Stories

Play Episode Listen Later Aug 23, 2025 0:58


AP correspondent Julie Walker reports a tour bus rollover kills 5 in western New York.

InvestTalk
Best of Caller Questions

InvestTalk

Play Episode Listen Later Aug 21, 2025 46:55 Transcription Available


In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

The Employment Law Show
Vacation Rollover Policy

The Employment Law Show

Play Episode Listen Later Aug 14, 2025 23:02


This Episode Aired Previously. For information anytime, please call 1-855-821-5900 or visit pocketemploymentlawyer.ca

The Planning For Retirement Podcast
89: Retirement Related Q&A w/ A CFP (Inherited Roth IRAs, IRA to HSA Rollover, Stock Allocations for Retirees, and more!)

The Planning For Retirement Podcast

Play Episode Listen Later Aug 5, 2025 44:45


Welcome to another edition of Planning for Retirement (PFR) with Kevin Lao. And welcome to all the newbies here! If you are new, you might want to hit that “Follow” button if you are over 50 and have saved a minimum of 7 figures for retirement. You're approaching the phase of life where you want to be able to fire your boss at any time, maximize your retirement impact, minimize your lifetime tax bill, and worry less about money! This is your podcast!And don't forget to “Subscribe” to our YouTube Channel, where we put out weekly retirement-related content designed for YOU (PFR Nation).Today, we'll revisit another Q&A session with some GREAT questions we've curated over the last few months. Reminder, if you have a question for a future Q&A episode, or simply want to send me an email, you can at: kevin@imaginefinancialsecurity.comWe have questions related to Roth IRAs, Inherited Roth IRAs, stock allocations for retirees, IRA to Health Savings Account rollover, and more! I hope you enjoy this one!Kevin  Resources Mentioned:Don't miss your Roth Conversion Window (video)Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with me here:​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and should not be considered as tax, legal or investment advice.

Inside Sources with Boyd Matheson
An Ogden man crawled and dragged himself for 11 hours after side by side rollover  

Inside Sources with Boyd Matheson

Play Episode Listen Later Jul 31, 2025 12:16


  11 hours... that's how long an Ogden man reportedly crawled and dragged himself in the Uinta Mountains after experiencing a side-by-side rollover. The hosts go in-depth into a story brought to us by KSL-TV reporter Andrew Adams, who spoke with Jake Schmidt about his experience after this accident.  

Teach and Retire Rich - The podcast for teachers, professors and financial professionals

In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible.  Stuck in a Bad 403(b)? How to Get Out of Equitable/AXA Bad 403(b) Vendors w/Good Choices 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

Money Talks Radio Show - Atlanta, GA
July 5, 2025: From Payroll to Portfolio: Making the Most of Your 401(k

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Jul 5, 2025 58:57


In this episode, we sit down with Justin Wagner, AIF®, Henssler Financial's Director of Business Development, to explore the real value of offering—and participating in—a 401(k) plan. For employers, we discuss the end of traditional pensions and why the shift toward defined contribution plans like the 401(k) makes sense today. Justin explains how company contributions are tax deductible, how a strong plan can enhance your ability to attract and retain top talent, and how it can make your company more appealing by demonstrating a commitment to employees' long-term financial wellness.On the employee side, we break down how contributions can reduce taxable income, the benefits of employer matching, the advantages of tax-deferred growth, and current annual contribution limits. Plus, we address some of the most common myths and misconceptions that prevent people from fully maximizing this powerful retirement tool.Whether you're an employer considering a plan or an employee looking to make smarter retirement decisions, this episode has something for you.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — July 5, 2025  |  Season 39, Episode 27Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

InvestTalk
Friday 4th of July Show - Best of Caller Questions

InvestTalk

Play Episode Listen Later Jul 4, 2025 46:55


In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Jeep Talk Show, A Jeep podcast!
Jeep Rollover Chaos: Wayland's Wild Ride and Locker Upgrades!

Jeep Talk Show, A Jeep podcast!

Play Episode Listen Later Jul 3, 2025 13:55


InvestTalk
Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty

InvestTalk

Play Episode Listen Later Jun 19, 2025 45:58


Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program's future. Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty, T - AT&T Inc., GOOG - Alphabet Inc. Cl C, Retail Investors, Retirement Saving Plans, CFFN - Capitol Federal Financial Inc., 401k Rollover, Stablecoins.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

The Planning For Retirement Podcast
82: Retirement Related Q+A (Volume 1)

The Planning For Retirement Podcast

Play Episode Listen Later Jun 17, 2025 44:39


In this week's podcast, I break down 5 great questions we have either fielded directly in our practice, or have observed in the marketplace from retirees/near retirees.  Shoutout to Roberto for this concept, and if it goes well, we'll be doing these every 4-5 episodes!  In this edition, the 5 questions we'll tackle are:

Capstone Wealth Management: Money Talks

1.) DATA - Momentum is taking hold!2.) RATES - Downgrade shmowngrade?3.) FLOWS - Systematics have a lot of room to buy

Todd N Tyler Radio Empire
5/15 5-1 Vodka Truck Rollover

Todd N Tyler Radio Empire

Play Episode Listen Later May 15, 2025 16:12


NOOOOOOOOO!!!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jeep Talk Show, A Jeep podcast!
Jeep Talk Show: YJL Hits Moab + Luna's Rollover Breakdown!

Jeep Talk Show, A Jeep podcast!

Play Episode Listen Later Apr 10, 2025 53:07


Buckle up for an epic Jeep Talk Show Roundtable episode, streaming every Tuesday at 7:30 PM Central with the pre-party (show kicks off at 8 PM)! Hosted by Tony, this week's chat is all about Easter Jeep Safari (EJS) 2025—happening April 12-20 in Moab. Our crew, including FU Bob, Steve-O, Rick Aquaman, and Greg, are gearing up to hit the trails with the jaw-dropping YJL build from Unofficial Use Only. This JL-turned-YJ hybrid is ready to shine, and Greg's spilling the details on its journey from SEMA to EJS! We're also dissecting a wild rollover from Off-Road and Chill's Luna—caught on camera as she tackled a steep incline. Watch the clip and hear our panel's expert takes: safety lines, spotter fails, and what to do when your Jeep slides sideways. Could a winch or strap have saved the day? We've got you covered with off-road tips for pros and newbies alike! But wait—there's more! Get an exclusive first look at Unofficial Use Only's JK door pockets tooling—never-before-seen pics shared right here on Jeep Talk Show. These premium upgrades are almost ready to roll, alongside JL/JT door pockets and the YJL grill. Heading to EJS? Track down our team for free stickers, flags, and a can't-miss Sunday eating contest sponsored by Bob (think foot-long wieners and big laughs)! Subscribe now, hit the bell , and join the Jeep fam—we're your go-to for off-road adventures and community vibes. Got a burning question? Drop it in the comments: What's your clutch move on a hairy off-road obstacle? Going to Moab? Connect with us on Discord (jeeptalkshow.com/contact) for live updates, trail pics, and more. Catch Chris from Jeep Talk Show at the Stellantis/Jeep Performance Parts invite-only event—he'll be filming interviews with his Gladiator in tow! Follow along for the hottest EJS 2025 action, from Metal Masher runs to tread lightly events. Let's keep the Jeep life rolling strong! Links: Website: https://jeeptalkshow.com Discord: jeeptalkshow.com/contact #JeepTalkShow #EasterJeepSafari2025 #Moab #OffRoad #JeepLife #YJL #UnofficialUseOnly #JeepCommunity #Roundtable #Podcast #OffRoadTips #JeepBuilds

Retirement Starts Today Radio
How To Protect Your 401(k) from a Stock Market Crash

Retirement Starts Today Radio

Play Episode Listen Later Apr 7, 2025 23:35


Is your 401(k) prepared for a market crash? With market volatility on the rise, many investors are wondering how to protect their portfolios.  In this episode, I share an article from Go Banking Rates on how to safeguard your retirement savings during turbulent times. I'll highlight key takeaways from the article, share my own insights on where I agree or disagree, and explain why certain strategies may be more effective than others. After that, I answer a listener's question about long-term care (LTC) insurance. We'll explore different types of LTC policies, discuss the ideal time to purchase coverage (such as around age 50), and consider whether self-funding might be a smarter financial strategy. Key takeaways: Diversify, Diversify, Diversify Shift Toward Conservative Investments as You Near Retirement Rebalance Regularly—Not Just After a Crash Consider a 401(k) Rollover for More Flexibility Stay the Course—Don't Panic Sell Resources: Go Banking Rates article: How To Protect Your 401(k) from a Stock Market Crash   Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Get the book - out now!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today inApple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  

InvestTalk
Best of Caller Questions

InvestTalk

Play Episode Listen Later Apr 3, 2025 46:56


In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt

InvestTalk

Play Episode Listen Later Mar 4, 2025 45:13


U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures.  Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Economic Analysts: Price Targets, Developed Markets ETFs, PRU - Prudential Financial Inc., Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Average Retiree Spending: Will You Have Enough?

InvestTalk

Play Episode Listen Later Feb 28, 2025 46:55


With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime. Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla Inc., 401k Rollover, Average Retiree Spending: Will You Have Enough?, AKAM - Akamai Technologies Inc., AVGO - Broadcom Inc., INTC - Intel Corp., Student Loans, GSEW - Goldman Sachs Equal Weight US Large Cap Equity ETF, RJF - Raymond James Financial Inc., U.S Tariffs Against China, Mexico and Canada.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Allworth Financial's Money Matters
Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.

Allworth Financial's Money Matters

Play Episode Listen Later Feb 8, 2025 55:55 Transcription Available


On this week's Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 plans, and talk about when it makes sense to roll over your money into an IRA. Plus, they discuss advanced financial planning strategies, including balancing retirement savings with other long-term goals, and making sure you have the right insurance to protect your wealth. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.